CRITERIA TO REQUEST INNOCENT SPOUSE RELIEF

 

In some instances, a person may have been unaware of the errors made by his or her spouse or former spouse during the filing of their joint tax returns. In a situation like this, the person left in the dark may be able to avoid the spouse's tax debt by filing for Innocent Spouse Relief.

There are certain criteria that must be met to request this relief, including:

  • The return must have been filed jointly.

  • The at-fault spouse either failed to report income or took an incorrect deduction, credit, or basis, which caused an understatement of the taxes owed.

  • There was no transfer of property or assets from one spouse to another as part of a fraudulent scheme.

  • As the innocent spouse, you did not know or had no reason to know that there was an error that caused an understatement of tax when you signed the return.

  • It would be unfair to hold you responsible for the taxes owed (for example, the at-fault spouse deserted you).

CALL FOR PROMPT RESPONSES & TAX ADVICE TAILORED FOR YOU

To find out if an Innocent spouse relief might be a good solution for you, get in touch with our experienced Oklahoma tax lawyers. We are known for our thorough and comprehensive customer service. You can expect prompt responses and updates throughout every step of your case.

Don't wait to get started on your case. Contact us today.