IRS Innocent Spouse Relief: 4 Types of Tax Relief Available Potentially for a Spouse Who Files Married Filing Jointly (Completed)

NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card

Explore four types of relief for a potential client (spouse or former spouse), for example, to be relieved of the tax, interest, and penalties on a joint tax return. Susan Harper, Certified Fraud Examiner, and former IRS Internal Revenue Agent of 34 years will teach you who is eligible for relief, what type of relief, and how to request relief in this webinar. With 20 years instructing CPE courses, Susan will deliver an entertaining and informative discussion. Learn how to help your eligible clients request appropriate IRS relief when appropriate.

Topics Covered

• Types of IRS Relief Defined
• 1. Innocent Spouse Relief
• 2. Separation of Liability Relief
• 3. Equitable Relief
• 4. Injured Spouse Relief
• Ways to Request IRS Relief
• Flowcharts (Do you qualify for relief?)
• Relief Resources
• Frequently Asked Questions & Answers

Learning Objectives

• Describe the types of relief available to married persons who file joint returns
• Innocent Spouse Relief
• "2" Separation of Liability Relief
• Equitable Relief
• Injured Spouse Relief
• Learn how to request relief
• Explore useful flowcharts
• Address how to get help

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (1 hour)

Program Prerequisites
None

Advance Preparation
None