Innocent Spouse Relief is an IRS program that protects one spouse from being held responsible for tax debt or penalties on a joint tax return filed with their partner. It applies if you can prove you didn’t know about or benefit from underreported income, errors, or unpaid taxes on the return.

Innocent Spouse Relief helps by:

• Relieving you of liability for your spouse’s or ex-spouse’s tax mistakes.

• Preventing collection actions, like liens or levies, on your personal assets.

• Providing a fresh start if you’re unfairly burdened by joint tax debt.

The IRS evaluates requests based on specific criteria, requiring detailed evidence and documentation.

You can pursue Innocent Spouse Relief in several ways:

 

• Do It Yourself: File Form 8857 with the IRS, explaining your situation and providing proof, such as financial records or correspondence with your spouse. This requires understanding IRS rules, gathering extensive documentation, and meeting tight deadlines—errors or incomplete submissions can lead to denial.

• Work with the IRS Directly: Contact the IRS by phone or mail to request relief, supplying details and answering questions. This demands precise preparation and knowledge of IRS standards, which can be challenging without expertise.

• • Hire a Tax Professional: A professional is the best way to request Innocent Spouse Relief. They assess your situation, prepare and submit the application with supporting evidence, and advocate with the IRS. If your tax debt involves joint liabilities or penalties from multiple years, a professional can also explore additional relief options to resolve the issue.