IRS Spouse Relief

Innocent Spouse Relief:
IRS Tax Relief When Your Spouse Is at Fault

If your spouse (or former spouse) improperly reported items on a joint tax return without your knowledge, you may qualify for Innocent Spouse Relief — the IRS removes your liability for the tax, penalties, and interest. Dream Financial Management files Innocent Spouse claims nationwide since 1994.

Three Types of Innocent Spouse Relief

1. Innocent Spouse Relief (IRC §6015(b))

You must prove: (1) you filed a joint return, (2) the return understated tax due to your spouse's erroneous items, (3) at the time you signed the return, you did not know and had no reason to know of the understatement, and (4) it would be unfair to hold you liable. Must file within 2 years of IRS first collection attempt.

2. Separation of Liability Relief (IRC §6015(c))

Available to divorced, legally separated, or spouses who have lived apart for 12+ months. The understatement is allocated between you and your former spouse. You are only responsible for your portion. You must show you did not have actual knowledge of the item giving rise to the deficiency.

3. Equitable Relief (IRC §6015(f))

Catch-all provision when 6015(b) and (c) don't apply. IRS considers: marital status, economic hardship, knowledge, spouse's legal obligation, significant benefit, mental/physical health, and compliance with tax laws. Most broadly available — but most discretionary. File Form 8857.

Don't Pay for Your Spouse's Tax Mistakes

Innocent Spouse Relief can eliminate thousands in tax liability. The 2-year deadline from first collection is strict — don't miss it. Dream Financial Management handles Innocent Spouse claims nationwide. Since 1994.

File Innocent Spouse Claim — Free Review