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Do you know everything, or are you an ‘innocent spouse?’

On Behalf of | Jan 16, 2019 | Tax Controversies

Did you know everything about your family’s finances? Did you rely on your spouse to handle it all, including filing income tax returns? If the IRS later comes after your former spouse and you, you may qualify as an “innocent spouse,” which means that you may not be held liable for any wrongdoing by your ex-spouse during the marriage.

In many Massachusetts families, one person tends to handle most or all of the financial matters. You may have thought this worked well during your marriage since you do not like dealing with the money. You were content for your spouse to tell you what you could spend and that the bills were paid.

Now, the government approached you in reference to some irregularities in the income taxes filed by your former spouse. Perhaps you are receiving a refund and the IRS wants to seize it to pay taxes owed. Instead of just letting it happen, you could fight for the right to keep your tax refund. Before you can do so, you need to establish certain facts for the agency such as whether your former spouse abused you, you had no way of knowing what he or she did or that surrendering your refund would be a financial hardship for you.

Considering the importance of what you are trying to do, you may want to get some help as you file your innocent spouse claim. Many other Massachusetts residents have filed successful claims, but they did not do it alone. Some matters require the advice and assistance of an experienced attorney, especially when a significant amount of money could be at stake.


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