INNOCENT SPOUSE RELIEF PALM HARBOR

You thought your retirement in Palm Harbor would be peaceful. Then a notice arrives about a joint return your former spouse prepared long ago, or about a business you had nothing to do with. You may have options.

Why you received the notice

On a joint return, each spouse is generally responsible for the full tax. Divorce does not automatically change that.

Relief you can ask about

Innocent spouse relief looks at whether you knew about the error.

Separation of liability may divide additional tax between people who are divorced, widowed or separated.

Equitable relief may help if the others do not apply.

Next steps

Requests are made on Form 8857, and time limits can apply. Call to make a private appointment, and have your notices and returns handy.

We would love to hear from you. Fajardo & Associates serves Palm Harbor from our Orlando office, and we work with clients by phone and online, so you can stay close to home. Call 407-720-7220 or send us a message to make an appointment.