Innocent/Injured Spouse Relief Petitions

Filing a joint tax return as a married couple can come with benefits… but it also carries risks. When you file jointly, both spouses are equally liable for any tax debt tied to that return, even if one spouse was solely responsible for the problem.

This can lead to unfair situations. For example, if one spouse engaged in illegal activity without the other’s knowledge, the IRS can still hold both parties liable for unpaid taxes related to that income. The good news is there are ways to address it, and Golden Lion Tax Solutions can help.

What is Innocent Spouse Relief?

Innocent Spouse Relief can remove your responsibility for tax debt caused by your spouse or former spouse if certain conditions are met. You may qualify if:

• Your joint return has an understatement of tax solely due to your spouse’s erroneous items

• At the time you filed, you had no reason to know there was an understatement of tax

• You are divorced, legally separated, or no longer living with your spouse and the understatement is assessed

What is Injured Spouse Relief?

Injured Spouse Relief applies when the IRS uses your share of a joint tax refund to pay your spouse’s separate debt. You may be able to recover your portion if the refund was taken to cover:

• Federal or state past-due taxes

• Past-due child support

• Non-tax debts enforced by the federal government, such as student loans

Both types of relief require the right petitions, supporting documentation, and a clear case for why you should not be held responsible.

At Golden Lion Tax Solutions, we know how to prepare and present these requests to the IRS so your rights are protected and your case is given full consideration.

If you want a tax debt resolution firm that will keep your best interests in mind as we battle on your behalf to address your IRS or state tax debts, reach out to the team at Golden Lion Tax Solutions.

There is ALWAYS a solution, and we are the experts at getting it done.