Married couples can file joint tax returns since it is financially beneficial and simpler than filing separately. Both spouses must sign the joint return and each is liable for any tax owed.

If the Internal Revenue Service (IRS) later alleges that the joint return was incorrect or fraudulent, both spouses are potentially liable for back taxes, interest, and penalties. However, spouses who are divorced, or where one was unaware of the willful fraudulence of the other, may be able to seek relief from that liability.

Contact an Alexandria innocent spouse relief lawyer immediately when you become aware that the IRS has initiated collection action regarding a joint return. Our tax collection attorneys can review your circumstances and help you resolve the matter as favorably as possible.

Errors or Deception on Joint Tax Returns

Underpaying federal taxes can be expensive. The IRS can seek the unpaid amount plus penalties and interest from the date the payment was due.

Taxpayers who ignore IRS collection efforts face mounting penalties plus the prospect of more significant attempts to collect the debt. The IRS may seek to levy bank accounts or other property, garnish wages, and withhold future income tax refunds.

Sometimes spouses ignore collection notices because they are no longer married to the person who prepared the return, and believe they are no longer responsible for the debt. Unfortunately, a former spouse remains responsible even when the marriage has ended. When a spouse consults an Alexandria attorney soon after receiving the collection notice, you could explore whether you qualify for innocent spouse relief, which would free you from responsibility for the debt.

Qualifying As an Innocent Spouse

The IRS’ innocent spouse relief program reflects the reality that for many couples, one spouse handles all financial matters and the other spouse may have little knowledge. It would be unfair to hold a spouse with no familiarity with the couple’s financial affairs liable for an incorrect or false return.

Someone seeking innocent spouse status must file Form 8857. Not every spouse will qualify. Someone seeking innocent spouse status must prove their lack of familiarity with the couple’s finances in general, and specifically the errors or omissions that triggered the IRS inquiry.

When a spouse handles some of the couple’s financial matters or has professional or educational credentials that indicate they could have identified the problem with the return, the IRS might not qualify the applicant as an innocent spouse. An Alexandria attorney will carefully review the circumstances to determine whether they are likely to qualify for innocent spouse relief.

Swift Response to Secure Relief

Even when a spouse would otherwise qualify for relief, their application could be rejected if they delay too long. The IRS opens the innocent spouse relief program only to people who apply within two years of the initial notice of the IRS collection action.

Other forms of relief may be possible when a spouse misses the deadline. The IRS sometimes grants equitable relief to people who can demonstrate that it would be unfair to hold them responsible for unknowingly underpaying taxes due to their spouse’s error.

Ideally an innocent spouse would contact an Alexandria attorney soon after receiving a notice of underpayment. When the taxpayer acts promptly, more avenues to resolving the matter are available.

Consult an Alexandria Attorney About Applying for Innocent Spouse Relief

If you are facing IRS collection action because your spouse filed an incorrect return, and you can prove you had no knowledge of it and no reason to know of it, you have options to free yourself from responsibility. Contact an Alexandria innocent spouse relief lawyer as quickly as possible to explore whether you qualify for this IRS program. Even when innocent spouse relief is not available, there may be other ways to address these mistakes and reduce the burden.

Attorney John Pontius

Pontius Tax Law, PLLC is a tax law firm that strives to resolve sensitive tax problems through trust, dedication and value. The law firm was founded by John Pontius with offices in Washington, DC,  Rockville, MD, Bethesda, MD, Fairfax, VA, and Alexandria, VA. Mr. Pontius represents individual and business clients with sensitive and serious tax matters before the Internal Revenue Service and state taxing authorities. His client base is local, national, and international.

Over the course of his career, Mr. Pontius has represented businesses and individuals with complex tax issues in the following areas: FBAR examinations, offshore and domestic disclosures, FATCA, FIRPTA, tax planning, unfiled tax returns, release of tax liens and levies, trust fund recovery penalty, IRS and state audit examinations, as well as appeals, penalty abatement, U.S. Tax Court litigation, along with defense of tax fraud and evasion. If you require assistance from a tax lawyer, contact Mr. Pontius to discuss your situation.

John helped us with a DC tax audit and succeeded in getting us a "no change" final decision. The issues were related to two flow-through entities and the use of carry-forward operating losses -- something that the DC auditors struggled to understand and with which...
Paul A
Mr. Pontius is extremely professional and was able to take care of my tax returns which includes international bank accounts quickly and at a very reasonable price. Would definitely recommend.
Karl
I received a fee this past November from the IRS for over $800 because of an error I made on my 2016 taxes. I called my cousin, John Pontius, and he immediately knew what steps needed to be taken. Thanks to him, the fee was...
A.K.
As an American citizen living in the Middle East my local banker informed me that I needed to file FBARs and report my worldwide income to the IRS. Through the recommendation of another attorney at an international law firm, I was introduced to John Pontius....
Kareem S
John handled a difficult IRS lien for my client. He was excellent in getting the lien released so we could close on the property. I would highly recommend John .
Bobbie M
We were seeking tax advice with managing two properties, LLC, as well as some future financial planning. John responded to my call in a timely manner and was happy to answer our questions while referring us to specialists who can manage our accounts on a...
Janelle M