Many individuals find themselves liable for tax debts caused by a spouse or former spouse. If you signed a joint return but were unaware of significant errors or omissions, you may qualify for innocent spouse relief.
Three Types of Relief
- Innocent Spouse Relief: You were unaware of understatement of tax due to your spouse’s error or fraud
- Separation of Liability: You are divorced, legally separated, or no longer living together and want your portion of tax recalculated separately
- Equitable Relief: Applies when other relief doesn’t, but fairness warrants it—often for underreported income or unpaid tax
How to Apply
- File IRS Form 8857
- Include a written statement and any supporting documentation
- Explain your knowledge, involvement, and financial situation
Why CPA Support Matters
- Helps establish credibility with the IRS
- Builds a well-documented case tailored to IRS guidelines
- Assists with appeals if initial request is denied
This relief can eliminate thousands in back taxes, penalties, and interest—if pursued correctly.