Is IRS Bound by Social Security Disability Determination?

If the Social Security Administration determines that you are disabled, does the IRS have to accept that determination for tax purposes? It is one government is it not? The court considered this in Gentry v. United States, No. 3:18-cv-00581 (D. Nev. 2019) for the disability exception allowing for a longer period of time to file…Continue readingIs IRS Bound by Social Security Disability Determination?

A Closer Look at Innocent Spouse Relief

Innocent spouse relief allows one spouse or ex-spouse to be relieved of liability for an income tax incurred during the marriage.  This relief can provide a much needed lifeline to taxpayers who are divorced or contemplating divorce. Injured Spouse Relief is not Innocent Spouse Relief Before considering the innocent spouse rules, it is helpful to…Continue readingA Closer Look at Innocent Spouse Relief

Can the IRS Keep My Refund to Pay My Spouses Tax Debts?

Will you receive a tax refund from the IRS if you marry someone who owes back taxes to the IRS? If the IRS keeps your refund for the current year to pay your spouse’s premarital tax debts, what rights do you have to recoup the current year refund? For the answer to these questions, we…Continue readingCan the IRS Keep My Refund to Pay My Spouses Tax Debts?