1. What is Innocent Spouse Relief and Injured Spouse Relief?

These are IRS programs designed to protect spouses who are unfairly burdened by their spouse’s (or ex-spouse’s) tax mistakes.

• Innocent Spouse Relief: This applies if you filed a joint tax return and your spouse significantly understated income or took improper deductions, leading to additional tax owed. You may be relieved of some or all of the liability if you were unaware of the errors. 
• Injured Spouse Relief: This applies if the IRS seizes your portion of a joint tax refund to offset your spouse’s (or ex-spouse’s) separate tax debt, such as child support or student loans. You can claim your fair share of the refund.

2. Do I qualify for Innocent or Injured Spouse Relief?

The IRS considers specific criteria for each program. We can assess your situation and determine if you may be eligible for relief.

3. What documents are typically needed to apply for relief? 

The required documents can vary depending on your situation. We can help you gather the necessary paperwork, such as marriage certificates, tax returns, and proof of income.

4. The process seems complicated. Can you help me navigate it?

Applying for Innocent or Injured Spouse Relief can be complex and involve detailed forms and communication with the IRS. Our team can guide you through the process, ensuring all necessary steps are taken to maximize your chances of relief.

5. What happens after I submit my application for relief?

The IRS will review your request and issue a decision. We can help you understand the outcome and explore further options if your initial application is denied.