After a brief update on coronavirus effects on the tax world, this episode brings a discussion of family-related tax issues. To start, the filing status chosen has different effects on the tax return. Specifically, when a married couple files a joint tax return, there could be further issues. That leads to the difference between injured spouse relief and innocent spouse relief.
Injured spouse relief applies when one spouse’s refund will be applied to the other spouse’s government debt.
Innocent spouse relief applies to married couples with tax debt when one spouse dies, there is a legal separation/divorce, or the spouses have been separated for 12 months. The requesting spouse cannot amend a joint tax return so must file for innocent spouse relief to get the debt divided or if the debt is all connected to the other spouse’s income. The form requires details about the marriage including education levels, involvement with filing the taxes, and whether there was domestic violence. Since there is so much to innocent spouse relief, I will be doing a follow-up episode.
Episode 81: ABA Adopt a Base Program
Episode 80: Outreach and Education
Episode 79: 2020 New Year Tax Thoughts
Episode 78: 2019 End of Year Tax Thoughts
Episode 77: LITC Grantee Conference - December 2019 Followup
Episode 76: CDP Summit Initiative - LITR Workshop Followup
Episode 75: Interview With Samantha Galvin
Episode 74: The LITC Grantee Conference - December 2019
Episode 73: Collection Due Process Summit Initiative - 2019 Low Income Taxpayer Representative Symposium
Episode 72: Tax Court Midwest Visit
Episode 71: Interview With Erin Stearns
Episode 70: Attorney Wellness
Episode 69: Interview With James Creech
Episode 68: Tax Court Settlement Day Update
Episode 67: ABA Tax Section 2019 Fall Tax Meeting Followup
Episode 66: CDP Panels at the ABA 2019 Fall Tax Meeting
Episode 65: ABA Tax Section 2019 Fall Tax Meeting
Episode 64: Nina Olson's Center for Taxpayer Rights
Episode 63: 2019 KS IRS Tax Practitioner Symposium Pt. 3 (of 3)
Episode 62: 2019 KS IRS Tax Practitioner Symposium Pt. 2 (of 3)
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