Complete Form 8857, Request for Innocent Spouse Relief, or submit a written statement containing the same information required on Form 8857 and signed under penalties of perjury if you are seeking innocent spouse relief, separation of liability relief, or equitable relief from the Internal Revenue Service.
The spouse seeking relief from shared liability must first establish eligibility, submit an application, and undergo an innocent spouse examination. A taxpayer has the option to challenge the IRS’s decision if they are denied relief.
4 Steps About How To Get Innocent Spouse Tax Relief:
Qualify
Think about your situation from many perspectives, and choose the right form of relief based on what you find. In the event that the IRS denies your request for innocent spouse relief or relief through separation of liability, keep in mind that they will examine your case to determine if equitable relief is warranted. It is crucial that you know the regulations and how to use your knowledge.
Apply
To apply for innocent spouse status, submit Form 8857. The information provided in this seven-page application must be thoroughly explained, and supplementary documentation must be provided, to verify the claims made therein.
Investigation
Covington, Kentucky is home to the IRS’s Innocent Spouse Application Processing Unit. The IRS examiner will review the details of your case and may ask for more documentation. The non-requesting spouse will also be consulted by the IRS. The spouse who isn’t making the request may get a request for information from the IRS. An innocent spouse’s approval can be challenged by the non-requesting spouse.
Attempt an appeal if that becomes necessary
According to IRS data, many requests from innocent spouses are denied. Using Form 12509, Statement of Disagreement, you can file for an appeal and detail your concerns. Those who have filed a claim as an innocent spouse with the IRS need to maintain a high level of responsiveness. If the IRS does not hear back from you after making a request for information, they will close your case.
Your present or former spouse will be the sole person from whom the IRS can seek payment if your request for relief is granted. Included in this category are fines, interest, and taxes that resulted from errors or omissions on your joint tax return.
