Just because you chose your partner doesn’t mean you need to take on their past tax obligations. Innocent Spouse Relief allows you to protect yourself from their tax debts while continuing your life together.
Full tax debt forgiveness is rare, but in certain cases, the IRS may grant relief through Innocent Spouse Assistance. To qualify, you need to show that your spouse or ex-spouse underreported income or misclaimed deductions/credits without your knowledge. If you’re still married, demonstrating your lack of awareness can be challenging, especially if you signed the tax return. Many cases involve individuals who are no longer together.
Additionally, the IRS provides several other spousal relief options, including:
This option divides the tax responsibility between you and your spouse, so you’re only accountable for your portion.
If your refund was applied to your spouse’s debt, such as child support, you can reclaim your portion by filing an injured spouse claim.
For situations where other relief options don’t apply, the IRS may determine it’s unfair to hold you responsible for your spouse’s taxes.
If your spouse’s tax obligations are causing financial strain, Sky View Tax Resolution can guide you in choosing the right relief option.
To qualify, you must meet specific IRS requirements. You may be relieved of your spouse’s or ex-spouse’s tax debt if all the following apply:
You filed a joint tax return for the year(s) in question.
The tax debt is due to errors or omissions made by your spouse or ex-spouse.
You had no knowledge or involvement in the mistakes reported on the joint return.
Considering all circumstances, it would be unfair to hold you accountable for the debt.
You and your spouse (current or former) did not transfer property to evade taxes.
Accurate documentation is essential when submitting an Innocent Spouse Relief request. Providing false information can lead to serious consequences. Sky View Tax Resolution’s experts can file your request on your behalf, ensuring accuracy and completeness.