When Your Spouse’s Tax Problem Shouldn’t Be Yours
Many taxpayers are surprised to discover that when they file a joint tax return, they become jointly and severally liable for any tax debt, even if the income, errors, or omissions were solely their spouse’s.
This can create an unfair burden – but the IRS has a solution: Innocent Spouse Relief.
At Katerina Donckels, CPA Inc., we recently helped a client successfully obtain innocent spouse relief, eliminating thousands of dollars in back taxes and penalties that were never their responsibility.
What Is Innocent Spouse Relief?
Innocent Spouse Relief allows a spouse to be relieved from paying additional tax, interest, and penalties if:
- Their spouse (or former spouse) incorrectly reported or omitted items on a joint return.
- They can show they didn’t know, and had no reason to know, about the error when they signed the return.
- It would be unfair to hold them responsible for the resulting tax debt.
Our Client’s Success Story
Our client came to us after receiving an IRS notice for a substantial underpayment caused by their spouse’s unreported income. We have:
1. Reviewed their prior tax returns and IRS notices.
2. Prepared Form 8857 (Request for Innocent Spouse Relief) with detailed supporting documentation.
3. Communicated directly with the IRS to advocate for full relief.
Result? The IRS agreed that our client should not be held liable. The tax debt – plus interest and penalties – was removed from their account.
Why Professional Help Matters
Applying for innocent spouse relief is not as simple as filling out a form. The IRS looks for very specific information, and the success of a claim depends on presenting a compelling case.
Common mistakes include:
Submitting incomplete or inconsistent documentation
Missing deadlines (typically within 2 years of the first IRS collection action)
Failing to explain why holding you liable would be unfair.
With our experience, we make sure every detail is covered — so you have the strongest chance of approval.
Could You Qualify For Innocent Spouse Relief?
If you:
Recently divorced or separated
Were unaware of your spouse’s financial activity
Are being held responsible for tax debt that isn’t yours
…you may qualify for relief.
With our experience, we make sure every detail is covered — so you have the strongest chance of approval.
Take Action Today!
Don’t wait – the clock is ticking on your right to request relief. Schedule a consultation today,
and let us help protect your financial future.
