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Installment Agreements
 

 

Whether you call it an installment agreement, payment agreement, payment option or a payment plan, the idea is the same — you make payments on the tax you owe. That sounds like a good deal, but you can save money by paying the full amount you owe as quickly as possible to minimize the interest and penalties you’ll be charged. For those who cannot resolve their tax debt immediately, however, an installment agreement can be a reasonable payment option. Installment agreements allow for the full payment of the tax debt in smaller, more manageable amounts.

Taxpayers wishing to pay off a tax debt through an installment agreement, and owe:

  • $25,000 or less in combined tax, penalties, and interest can use the Online Payment Agreement (OPA) or call the number on the bill or notice (have the bill or notice available, along with the social security number). A fill-in Request for Installment Agreement, Form 9465 (PDF), is available online that can be mailed to the address on the bill.

You will receive a written notification telling you whether your terms for an installment agreement have been accepted or if they need to be modified.

 
Penalty Abatement
 

Every year, the IRS imposes penalties on millions of taxpayers. The most common penalties are assessed for failures to file a tax return, failure to pay a tax owed, and underpayment of taxes. These penalties can dramatically increase the amount you owe. In addition, the IRS will charge interest on penalties.

Penalties can be as high as 75% of the original taxes owed. Oftentimes, a taxpayer has enough money to pay the tax owed but cannot pay the liability in full because there is a large amount of accrued penalties and interest.

 

Relief from, or abatement of, penalties is possible. A taxpayer must demonstrate that the circumstances giving rise to the penalty were due to “reasonable cause” and not “willful neglect” of the taxpayer. Careful presentation of the facts and circumstances surrounding the cause for the penalty is essential to obtaining relief.

 
Discharging Taxes in Bankruptcy
 

There may be situations in which all other collection alternatives won't work. In those cases, certain taxpayers may obtain relief through bankruptcy. Bankruptcy can help you contest the amount of tax at issue and, if properly timed, it can provide a much needed fresh start.

Generally, all taxes are dischargeable in bankruptcy, subject to the following exceptions:

  • Taxes are non-dischargeable if the return was due less than three years prior to the filing of the bankruptcy petition.

  • Taxes are non-dischargeable if assessed less than 240 days prior to the filing of the bankruptcy petition.

  • Taxes are non-dischargeable if the return was not filed, or was filed less than two years prior to the filing of the bankruptcy petition.

When a bankruptcy petition is filed, an "automatic stay" arises, and the IRS must cease all collection efforts. In bankruptcy, the IRS can either be a secured creditor (if it has filed a tax lien), or it can be an unsecured creditor (if it did not file a lien). It derives that, like any other creditor, the IRS can be partially secured or partially unsecured.

 

 

 

 

 

 

 

 

 

 
Innocent Spouse Relief
 

By requesting innocent spouse relief, you can be relieved of responsibility for paying tax, interest, and penalties if your spouse (or former spouse) improperly reported items or omitted items on your tax return. Generally, the tax, interest, and penalties that qualify for relief can only be collected from your spouse (or former spouse). However, you are jointly and individually responsible for any tax, interest, and penalties that do not qualify for relief. The IRS can collect these amounts from either you or your spouse (or former spouse).

 

The IRS will figure the tax you are responsible for after you file Form 8857. You are not required to figure this amount. But if you wish, you can figure it yourself.

You must meet all of the following conditions to qualify for innocent spouse relief.

1. You filed a joint return which has an understatement of tax due to erroneous items (defined below) of your spouse (or former spouse).

2. You establish that at the time you signed the joint return you did not know, and had no reason to know, that there was an understatement of tax.

3. Taking into account all the facts and circumstances, it would be unfair to hold you liable for the understatement of tax.

4. A request for innocent spouse relief will not be granted if the IRS proves that you and your spouse (or former spouse) transferred property to one another as part of a fraudulent scheme. A fraudulent scheme includes a scheme to defraud the IRS or another third party, such as a creditor, ex-spouse, or business partner.

 

Erroneous Items

Erroneous items are either of the following.

1. Unreported income. This is any gross income item received by your spouse (or former spouse) that is not reported.

2. Incorrect deduction, credit, or basis. This is any improper deduction, credit, or property basis claimed by your spouse (or former spouse).

 

Actual Knowledge or Reason To Know

You knew or had reason to know of an understatement if:

· You actually knew of the understatement, or

· A reasonable person in similar circumstances would have known of the understatement.

Actual knowledge. If you actually knew about an erroneous item that belongs to your spouse (or former spouse), the relief discussed here does not apply to any part of the understatement of tax due to that item. You and your spouse (or former spouse) remain jointly liable for that part of the understatement. For information about the criteria for determining whether you actually knew about an erroneous item.

 

Reason to know. If you had reason to know about an erroneous item that belongs to your spouse (or former spouse), the relief discussed here does not apply to any part of the understatement of tax due to that item. You and your spouse (or former spouse) remain jointly liable for that part of the understatement.

 

The IRS will consider all facts and circumstances in determining whether you had reason to know of an understatement of tax due to an erroneous item. The facts and circumstances include:

· The nature of the erroneous item and the amount of the erroneous item relative to other items.

· The financial situation of you and your spouse (or former spouse).

· Your educational background and business experience.

· The extent of your participation in the activity that resulted in the erroneous item.

· Whether you failed to ask, at or before the time the return was signed, about items on the return or omitted from the return that a reasonable person would question.

· Whether the erroneous item represented a departure from a recurring pattern reflected in prior years' returns (for example, omitted income from an investment regularly reported on prior years' returns).

 

Partial relief when portion of erroneous item is unknown. You may qualify for partial relief if, at the time you filed your return, you had no knowledge or reason to know of only a portion of an erroneous item. You will be relieved of the understatement due to that portion of the item if all other requirements are met for that portion.

 

Indications of Unfairness for Innocent Spouse Relief

The IRS will consider all of the facts and circumstances of the case in order to determine whether it is unfair to hold you responsible for the understatement.

The following are examples of factors the IRS will consider.

· Whether you received a significant benefit (defined next), either directly or indirectly, from the understatement.

· Whether your spouse (or former spouse) deserted you.

· Whether you and your spouse have been divorced or separated.

· Whether you received a benefit on the return from the understatement.

 

Significant benefit. A significant benefit is any benefit in excess of normal support. Normal support depends on your particular circumstances. Evidence of a direct or indirect benefit may consist of transfers of property or rights to property, including transfers that may be received several years after the year of the understatement.