What Are the 3 Types of Innocent Spouse Relief and How Are They Different?

Some people think that there is only one type ofThis allows you to receive relief for an underpayment
innocent spouse relief - they would be wrong. Thereor understatement of tax. This was the final type of
are three distinct types of innocent spouse relief andinnocent spouse relief that was added. The IRS
there are many ways that they differ. If you aredecided to do this because it is not unfair to leave out
interested in this you need to know about the differentpeople who do not qualify for one of the other two
types of relief and whether or not you qualify.options. The requirements for equitable relief are a bit
Original Innocent Spouse Reliefdifferent and include: you did not meet the
This is called the "original" because it was the first typerequirements of either one of the other types of
of innocent spouse relief that the IRS put into place.innocent spouse relief, you did not realize any errors
With that being said, it is still the method that is mostwhen filing your return, you did not pay the tax liability,
commonly used. In order to qualify for this type ofyou did not transfer assets to your spouse (or former
innocent spouse relief you must meet thesespouse) to avoid owing money, proof that it would be
requirements: you must have filed a joint tax returnunfair for you to pay, and the tax problem at hand
with the person you are seeking relief from, at the timewas created by your spouse, not you.
of filing the return you could not have known aboutWhen you file for innocent spouse relief you will use
any tax liability, and in your situation it would be unfairthe same form for each type of filing and if you don't
for the IRS to hold you responsible.qualify for one type the IRS will also consider you for
Relief by Separation of Liabilitythe other types. One important thing about filing is that
This is another type of innocent spouse relief. With this,you must stress why you qualify. It is a good idea to
the IRS will separate the understatement of taxresearch each type of innocent spouse relief and take
between you and the other party. The amount younote on exactly how you meet the specific
owe will be based on what the IRS decides you arerequirements for that type of relief. When you are
responsible for. Requirements include: you filed a jointdoing your filing you need to stress those points of
return and have unpaid liabilities, you must by legallyhow exactly you qualify to further strengthen your
separated or divorced from the other party, and youargument. It is also a good idea to attach a letter in
are not living with your former spouse.addition to your filing to add more details about how
Equitable Reliefspecifically you qualify.