Protect Yourself from Your Spouse's Tax Debt
When you file a joint tax return, you are both generally responsible for the entire tax liability, even if you later separate or divorce. If your spouse is solely responsible for a tax debt on a joint return, you may qualify for Innocent Spouse Relief. If your portion of a refund was taken to pay your spouse’s past-due debt, you may be eligible for Injured Spouse Relief. We can help you navigate these complex rules and file the necessary paperwork to ensure you are not held liable for someone else’s tax mistakes.
What Is Innocent Spouse Relief?
Innocent Spouse Relief is for taxpayers who filed a joint return and have an unpaid tax liability due to their spouse’s actions. To qualify, you must prove that you did not know, and had no reason to know, about the error on the tax return. This relief is often used in cases of fraud or a spouse’s failure to report income.
What Is Injured Spouse Relief?
Injured Spouse Relief is for situations where a portion of your tax refund was seized to pay for a tax debt that is solely your spouse’s. You must prove that you are not legally obligated to pay the debt to get your share of the refund back.
How We Help with Both Types of Relief
Our professionals will:
Determine your eligibility for either type of relief.
Gather all necessary documentation, including divorce decrees or separation agreements, to support your claim.
File the correct forms with the IRS and represent you during the entire process.