Innocent Spouse Relief in Phoenix
Understanding Innocent Spouse Relief and How It Can Help You in Phoenix, AZ
When you file a joint tax return, both spouses are held equally responsible for any tax debts, penalties, or errors on that return. However, what happens if your spouse—or former spouse—fails to report income or claims improper deductions without your knowledge? If you’re left facing IRS scrutiny for something you didn’t do, Innocent Spouse Relief could provide the fresh start you need.
What Is Innocent Spouse Relief?
Innocent Spouse Relief is a provision that allows an individual to avoid being held liable for additional taxes owed due to errors or omissions by their spouse. This relief applies if you can prove that you were unaware of the issues when the tax return was filed.
By seeking this relief, you may be freed from paying taxes, interest, and penalties related to your spouse’s mistakes.
Who Qualifies for Innocent Spouse Relief?
To qualify for Innocent Spouse Relief, the IRS considers several factors, including:
- A Joint Tax Return Was Filed: Relief applies only to joint returns, where both spouses are typically held liable.
- You Were Unaware of the Errors: You must demonstrate that you had no knowledge—or reason to know—of the inaccuracies when the return was signed.
- It Would Be Unfair to Hold You Responsible: The IRS assesses whether holding you liable would be inequitable given the circumstances.
How to Apply for Innocent Spouse Relief
The process begins with IRS Form 8857 (Request for Innocent Spouse Relief). Providing detailed explanations and supporting evidence is crucial to increasing the likelihood of approval. Common documentation includes:
- Correspondence with your spouse
- Financial records showing discrepancies
- Proof of separation or divorce, if applicable
Why Partner with a Tax Professional
The application process for Innocent Spouse Relief can be intricate, requiring a deep understanding of IRS rules and the ability to present a compelling case. At Hockett Tax Resolution in Peoria, AZ, we’ve helped countless individuals in the Phoenix area secure the tax relief they deserve.
Whether you’re dealing with a current or ex-spouse’s tax-related errors, we provide expert guidance to protect your financial future. Don’t navigate the IRS maze alone—let us help you regain peace of mind.
Frequently Asked Questions (FAQs)
Q: What if I didn’t know about my spouse’s tax errors when we filed jointly?
A: If you were unaware of your spouse’s tax errors or omissions when filing a joint return, you may qualify for Innocent Spouse Relief. This program allows you to avoid being held liable for taxes, penalties, and interest stemming from your spouse’s mistakes. Filing Form 8857 is the first step to requesting this relief.
Q: How does divorce affect my eligibility for Innocent Spouse Relief?
A: Divorce does not automatically grant Innocent Spouse Relief, but it may strengthen your case if you’re no longer financially tied to the person responsible for the errors. The IRS considers factors such as separation and divorce when determining if it’s unfair to hold you liable.
Q: Can I apply for Innocent Spouse Relief if the tax return was filed years ago?
A: Yes, but there are time limits. Generally, you must apply for Innocent Spouse Relief within two years of the IRS initiating collection activity against you. Working with a tax professional can ensure your request is submitted correctly and on time.
“Jeff and his team are incredibly efficient, responsive, and professional. They take the time to explain and educate. I would highly recommend them to anyone.”
David M. | Arizona
“Talk to Jeff about getting your taxes done, he makes it very easy and he is very responsive to questions.”
Terry H. | Arizona
Why Choose Hockett Tax Resolution for Help with Innocent Spouse in Phoenix?
The application process for Innocent Spouse Relief can be intricate, requiring a deep understanding of IRS rules and the ability to present a compelling case. At Hockett Tax Resolution in Peoria, AZ, we’ve helped countless individuals in the Phoenix area secure the tax relief they deserve.
Whether you’re dealing with a current or ex-spouse’s tax-related errors, we provide expert guidance to protect your financial future. Don’t navigate the IRS maze alone—let us help you regain peace of mind.
Take the First Step Towards Resolution
Dealing with an IRS issue can feel overwhelming, but you don’t have to face it alone. Hockett Tax Resolution is here to guide you through every step of the process, providing expert advice and support.
Confidential and Non-Judgmental Service
We understand that dealing with an IRS tax problem can be sensitive. Our team provides confidential, respectful, and non-judgmental service, focusing on your financial well-being and peace of mind.
Start Your Tax Resolution Journey
Start Your Tax Resolution Journey with Jeff Hockett, EA
Fill in the form below and we'll contact you to schedule a free case evaluation! During the evaluation we'll discuss your specific situation and create an action plan to end your tax problem!