Leatherneck BookkeepingInnocent Spouse vs Injured Spouse Relief
They sound alike, but they’re different. Here’s which one is which, in plain words.
Innocent spouse relief
For people who signed a joint return and now owe because a spouse or ex-spouse left out income or claimed things they shouldn’t have, and you didn’t know. The IRS has three kinds: innocent spouse relief, separation of liability, and equitable relief. The IRS form is Form 8857 (named here only so you recognize it).
Injured spouse relief
For people whose share of a joint refund was taken to pay a spouse’s own past-due debt, like back taxes, child support or a student loan. You may be able to get your share back. The IRS form is Form 8379 (named here only so you recognize it).
What Kathleen does
- Reviews your situation and your IRS records (with your signed Form 8821)
- Tells you which kind of relief may fit, if any
- Negotiates, argues and fights for you with the IRS
Every case is different, and the IRS makes the final call.
Call or text (208) 614-1965
Talk with Kathleen before you talk to the IRS. Free, private consultation.
Call (208) 614-1965Text (208) 614-1965Why people call me
I’m Kathleen. I’ve spent 25+ years in taxes, since 2001. Leatherneck Bookkeeping is Marine Corps family owned and based in Nampa, Idaho, and I help people in the Treasure Valley and across the country. I named it for my late husband, Steve, a CWO5 in the U.S. Marine Corps. He taught me to never leave anyone to face a hard thing alone, and that’s how I treat every person who calls me.
Questions
What's the difference between innocent and injured spouse?
Innocent spouse is about a tax bill caused by your spouse or ex on a joint return. Injured spouse is about getting your share of a joint refund back when it was taken for your spouse's own debt.
Does it matter if we're divorced?
It can. Your situation matters a lot for which relief may fit. Call Kathleen to talk it through.
Do I need an attorney?
Most people don't need an attorney. You may need one if your case involves fraud or is headed to court.
Call or text (208) 614-1965
Talk with Kathleen before you talk to the IRS. Free, private consultation.
Call (208) 614-1965Text (208) 614-1965Leatherneck Bookkeeping is not a law firm. Results depend on your facts and IRS rules, the IRS makes the final decision, and no outcome is guaranteed.