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  • Holly Roundtree CPA

2019 – 07/30

Spouses filing a joint federal income tax return generally are jointly liable for the tax due. But, in some situations, a filer can avoid joint liability by qualifying for “innocent spouse relief.” In one case, a husband prepared joint tax returns while he and his wife were separated. He didn’t report a $36,083 Social Security disability payment to his wife. The U.S. Tax Court agreed with the IRS’s determination that the wife wasn’t eligible for innocent spouse relief. It noted that she’d failed to document that she was a victim of abuse, as she had claimed, and that she feared retaliation from her husband if she questioned the tax returns. (TC Memo 2019-88)

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© 2018 by Holly C Roundtree, CPA, PLLC

Holly C Roundtree, CPA, PLLC


Tel: 972-404-4434

Email: holly_roundtree@hcroundtreecpa.com​

Address: 13355 Noel Road, Suite 1960, 
One Galleria Tower
Dallas, Texas 75240

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