Marriage often means shared responsibilities, including filing taxes. But what happens if your spouse made mistakes or committed fraud on your joint tax return, and now the IRS is holding you responsible? Innocent Spouse Relief might be the answer.

What Is Innocent Spouse Relief?

Innocent Spouse Relief is a provision offered by the IRS to protect individuals from being unfairly held responsible for tax debts, penalties, or interest stemming from a spouse’s actions. This relief applies to joint tax returns, where both spouses are typically liable for any errors or omissions.

When granted, this relief removes your responsibility for the taxes owed, giving you a fresh start. However, qualifying isn’t automatic—you must meet specific criteria.

Who Qualifies for Innocent Spouse Relief?

To be eligible, you must demonstrate:

1. Unawareness of Errors: At the time of signing the joint return, you had no knowledge (and no reason to know) of the inaccuracies.
2. No Benefit from Errors: You didn’t significantly benefit from the underreported income or fraudulent deductions.
3. Unfairness of Liability: Holding you accountable would be unfair given the circumstances, such as financial abuse or lack of involvement in financial matters.

How to Apply for Innocent Spouse Relief

1. Complete IRS Form 8857: This is your formal request for relief.
2. Provide Documentation: Include evidence supporting your case, such as proof of limited financial knowledge or control over tax filing.
3. Submit on Time: You typically have two years from the date the IRS first tries to collect the tax to apply.

What Happens After I Apply?

Once your application is submitted, the IRS will review your case. They may contact your spouse or ex-spouse, which can be challenging for some individuals. Be prepared to answer questions or provide additional documentation to strengthen your case.

Should I Seek Professional Help?

Navigating Innocent Spouse Relief is not always straightforward. Missteps in the process can delay or even jeopardize your chances of approval. A tax resolution professional can help you gather the necessary documents, present your case effectively, and guide you through IRS interactions.

At Accelerated Tax Resolution, we specialize in helping people like you find solutions to overwhelming tax issues, including Innocent Spouse Relief. Don’t face the IRS alone—let us guide you through the process with confidence and care.

Take the first step toward resolving your tax concerns and reclaiming peace of mind.

Call us today for a free consultation!