NASSAUSUFFOLK

 View Only
  • 1.  Injured Spouse

    Posted 08-19-2019 02:02 PM
    Long story but here goes
    A client’s 2016 Tax Return has been changed by the IRS and additional tax due for what we believe are missing 1099-Rs of the soon to be ex-Spouse. Innocent Spouse Relief was filed but IRS denied as they want additional information and proof that the income was not my clients or that she has no knowledge when making the appeal. The only letter my client received from the IRS about the additional tax due was the CP22A (Increase in Tax). Any idea on how to get copies of the prior letters to see exactly what income IRS is requesting additional tax for? A little precursor, this is not a harmonious split - I do believe letters were sent to by IRS to my client but at the martial address and client did not advise she me of her change of address until preparing the 2017 Return which is when she received the CP22A.
    Thank you

    Sent from my iPhone


  • 2.  RE: Injured Spouse

    Bronze Most Valuable Member
    Posted 08-20-2019 07:59 AM
    Deborah,

    Two suggestions to obtain copies of the prior notices. I assume you have POA.
    1. contact practitioners hotline 866 860-4259 to put a hold a the collection process, and request they obtain copies of the previous letters or at least provide you with the basic content.
    2. contact the local  taxpayer advocates office-TAS, file a form 911 and explain how the IRS
    is adversely effecting your clients rights without providing her proper due process.

    Jerry

    --
    Gerald S. Cohen, CPA
    cell 516 455-0643





  • 3.  RE: Injured Spouse

    Posted 08-20-2019 09:22 AM
    Thank you very much!

    ---------------------------------
    Deborah Dolan
    DJ Dolan Tax Service Inc
    New Hyde Park NY
    ---------------------------------





Discussion Disclaimer

The opinions expressed are the views of the author alone and should not be attributed to any other individual or entity and shall not constitute an accounting opinion.