Innocent Spouse Relief: Understanding Your Options

When married taxpayers file a joint tax return, both spouses are generally responsible for the tax, interest, and penalties owed. However, in certain circumstances, the IRS may provide relief to a spouse who should not be held responsible for some or all of the liability.

Innocent Spouse Relief may be available when additional tax is owed because one spouse failed to report income or incorrectly reported deductions, credits, or other items. Other forms of relief, including separation of liability and equitable relief, may also be available depending on the circumstances.

Eligibility requirements and deadlines vary, making it important to address potential innocent spouse issues promptly.

At Wilson Tax Law Group, we assist taxpayers with innocent spouse claims and other federal and state tax controversies. If you are facing tax liability from a joint return that you believe should be attributed to your current or former spouse, contact our office to discuss your options.

Wilson Tax Law Group, APLC is a boutique Orange County tax controversy law firm that specializes in representation of individuals and businesses before federal and state tax authorities with audits, appeals, FBAR, offshore compliance, litigation and criminal defense. Firm founder, Joseph P. Wilson, is a former Federal tax prosecutor and trial attorney for the IRS and California Franchise Tax Board. Wilson Tax Law Group, APLC, is comprised of former IRS litigators & Special Agents, and Assistant US Attorneys from the US Attorney’s Office, Central District of California, Tax Division, which at the time handled both civil tax lawsuits and criminal tax prosecutions on behalf of the United States of America.

For further information, or to arrange a consultation please contact: Wilson Tax Law Group, APLC Tel: (949) 397-2292 (Newport Beach Office) Tel: (714) 463-4430 (Yorba Linda Office)

Disclaimer: This blog post is for informational purposes only and does not constitute legal, tax or financial advice. Please consult with a qualified attorney, accountant or financial advisor for specific guidance related to your circumstances.