IRS Innocent Spouse Relief: 4 Types of Tax Relief Available Potentially for a Spouse Who Files MFJ
Author: Susan Harper
| CPE Credit: |
1 hour for CPAs
1 hour Federal Tax Related for EAs and OTRPs
1 hour Federal Tax Law for CTEC |
Per the IRS Education Provider Standards this course must be COMPLETED by 12/31/2027 to receive credits. 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 course. 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.
Publication Date: May 2024
Topics Covered
- Types of IRS Relief Defined
- 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
- Explain how to request relief
- Identify useful flowcharts
- Explain how to get help
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Taxes (1 hour)
Program Prerequisites
None
Advance Preparation
None
