CPA Miami
American Institute of Certified Public Accountants
Many married taxpayers choose to file a joint tax return because of certain benefits this filing status allows that generally reduce the income taxes you are required to pay. When you file a joint return, the law generally makes both you and your spouse responsible for the entire tax liability even if you later divorce or separate. In certain circumstances it is unfair that the obligations of one spouse be applied to another.
Relief provisions are available to married, divorced or separated taxpayers that qualify
- Are you the “victim”?
- Did you file your taxes jointly with your spouse?
- Were you denied your tax refund?
- Are you being asked to pay your spouse or former spouse’s obligations?
- Is it unfair for you to be held liable for these obligations?
Injured Spouse Relief
If you filed a joint return and all or part of your share of the overpayment was, or is expected to be, applied against your spouse’s past-due debts, you may be able to obtain relief when:
- You have made, or reported tax payments, claimed a refundable tax credit or
- You are not legally obligated to pay the past-due amount
Other Relief Provisions
In some cases, a spouse will be relieved of the tax, interest, and penalties on a joint tax return. Three types of relief are available:
- Innocent spouse relief
- Separation of liability
- Equitable relief
Innocent Spouse Relief
By requesting innocent spouse relief, you can be relieved of responsibility for paying tax, interest, and penalties if your spouse (or former spouse) improperly reported items or omitted items on your tax return. The taxes, interest, and penalties that will be collected from your spouse or former spouse … read more
How Can We Help You?
Meet or talk with us to see if you qualify. If you qualify, we can help guide you through the process, represent your before the IRS and prepare the paperwork fairly quickly and easily.
