{"id":10234,"date":"2024-12-24T15:38:48","date_gmt":"2024-12-24T20:38:48","guid":{"rendered":"https:\/\/www.jdavidtaxlaw.com\/?p=10234"},"modified":"2024-12-24T15:38:48","modified_gmt":"2024-12-24T20:38:48","slug":"ineligible-for-irs-innocent-spouse-relief-here-are-your-next-steps","status":"publish","type":"post","link":"https:\/\/www.jdavidtaxlaw.com\/blog\/ineligible-for-irs-innocent-spouse-relief-here-are-your-next-steps\/","title":{"rendered":"Ineligible for IRS Innocent Spouse Relief? Here Are Your Next Steps"},"content":{"rendered":"\t\t
\n\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t

\n<\/p>

\n

<\/span><\/p>\n

\n<\/p>

\n

<\/span><\/p>\n

\n<\/p>

\n

<\/span><\/span><\/p>\n

\n<\/p>

\n

<\/span><\/p>\n

\n<\/p>

<\/span><\/p>\n

<\/p>

Signing a joint tax return means you and your spouse share responsibility for any taxes due. But what if your spouse made mistakes or left out information on the tax return without your knowledge? The IRS offers Innocent Spouse Relief to help people who find themselves in this unfair situation. IRS Innocent Spouse Relief have four types: Innocent Spouse Relief, Separation of Liability Relief, Equitable Relief, and Relief from Liability Arising from Community Property Law.<\/span><\/p>

Innocent Spouse Relief<\/span><\/a> can protect you from being held liable for your spouse’s (or ex-spouse’s) tax errors. Yet, getting this relief is not straightforward. <\/span>Many applications are turned down due to reasons like not meeting strict criteria, missing the submission deadlines, or failing to provide enough proof.<\/span> Understanding why people are often denied can help you figure out what to do next. This might include looking over your <\/span>Form 8857<\/span>, exploring other ways to manage your tax issues, or even challenging the IRS decision. <\/span><\/p>

Want to know the most common pitfalls that lead to the denial of Innocent Spouse Relief? Keep reading!<\/span><\/p>

Key Factors Leading to Innocent Spouse Relief Denial<\/span><\/h2>

Don\u2019t let the denial of your Innocent Spouse Relief application discourage you. The fact that only 4,807 out of 26,179 applicants in 2021 were accepted shows how complex this process can be. Let’s break down some of the common reasons why applications get denied and what you can do about it.<\/span><\/p>

Failing to Meet IRS Criteria<\/span><\/h3>

The main reason applications are turned down is that they don’t meet the IRS’s strict rules. To get the Innocent spouse relief, you need to show that you didn’t know about the tax mistakes made. This can be hard to prove and usually requires a lot of detailed information like bank records or emails.<\/span><\/p>

Insufficient Evidence Submitted with Form 8857<\/span><\/h3>

Another big reason for denial is not having enough proof. The IRS needs solid evidence that you weren’t involved in the tax error. This means having clear documents that show you were not part of the financial decisions that led to the problem.<\/span><\/p>

Click here<\/span><\/a> to learn about the various types of Innocent Spouse Relief and the eligibility criteria.<\/span><\/p>

Understanding and Acting on Relief Denial <\/span><\/h2>

When the IRS denies your request for relief, it involves a combination of understanding the reasons and knowing how to respond effectively. Here are some simple tips to guide you:<\/span><\/p>

Reviewing the Denial Letter <\/span><\/h3>

If your application is denied, the IRS will send you a denial letter (Notice of Determination) that explains why. <\/span>It\u2019s important to read this letter carefully because it tells you exactly what the IRS thought was missing or wrong with your application.<\/span> Understanding these points can help you figure out what to fix if you decide to apply again or appeal the decision.<\/span><\/p>