Taxpayers often find themselves with back taxes owed to the IRS because of their spouse or ex-spouse’s actions. In order to assist these situations, the IRS has come up with guidelines where a person may qualify as an Innocent Spouse Relief. This means that if a taxpayer can prove they fit those guidelines, then they may not be liable to the back taxes owed on these years.
At Platinum Tax Defenders, our team can determine whether you qualify for Innocent Spouse Relief, Separation of Liability Relief, or Equitable Relief. Each type of relief works in incremental steps. The taxpayer initially applies for Innocent Spouse Relief, and if that is denied, they may instead qualify for Separation of Liability Relief, or may fall into the more common Equitable Relief category. These levels are separated depending upon the actions of your spouse or former spouse, and the knowledge and involvement of yourself.
If you filed a joint return, there was a notice of under-reporting, gross income received by your spouse has not been reported or improper deductions were made by your spouse, and you can prove that when you signed the joint return you were reasonably unaware of any of the mistakes due to various reasons, than you may qualify for relief. Working with an ex-spouse can make this process easier, but it is not required in order to obtain this type of relief.
If you qualify for innocent spouse relief, you may not have to pay IRS back taxes, interest, and penalties related to your spouse or former spouse.
Another instance that may assist you in tax relief of this nature is if you are not involved in the daily financials of your household, and you may have no idea about the financial activity of your spouse or former spouse.
Our experienced professionals at Platinum Tax Defenders can help you file for innocent spouse protection and dramatically increase your chances for qualifying for tax relief. To do this, you must mention that you believe you may qualify for this type of relief, or at least detail a story of how you got into this situation with the IRS so that we can determine if you may qualify for Innocent Spouse Relief.
To qualify, you must request to the IRS a claim of Innocent Spouse Relief within 2 years after the date on which the IRS first began collection activity. If this window is missed, you may instead qualify for other relief such as installment agreements, penalty abatements, or an offer-in-compromise. The best thing you can do is to contact us at Platinum Tax Defenders to determine your options.