samedi 2 février 2019

Federal Taxes: Offer in Compromise

Hello All,

The long and short is I owe $32,000 in Fed taxes. I am in a current installment agreement. The problem is, the interest and penalties in comparison to my monthly payment, I am only really paying around $73.00 toward principle. At this rate, it is going to take a lifetime to pay off. LITERALLY!

Now here is where it gets tricky. I used the OIC tool on the IRS site and I "could" qualify for an OIC. Sounds great, right? NO!!!

In reading the qualifications, it lists all monthly expenses at a standard and it states that you are permitted to claim up to the amount for federal standards "without question" and in fact, encourages on a few of the tables to take the max even if you pay less. That is all good and fine.

When it comes to the "living" expenses section and based on the state you live in, it says you are allowed up to a certain amount or the lesser of either.

Here is where the situation gets extremely tricky. I live with others and pay "rent". I wouldn't officially classify this as "rent" but under the guise of the IRS, they may.

I have 2 major concerns. If I go ahead and list what I pay as a living expenses, are they going to ask me for proof and what type proof would I even be providing? The second concern is, I really do not know if what I give the person I am living with reports this as "rental income". It would be an uncomfortable situation to ask this person, "hey, do you report what I give you as rental income"? It's honestly none of my business and I have my own set of problems. I just don't want to create a situation for someone else.

I just want to honestly fill out the OIC form and be prepared if they do ask for any documentation. But in reading the tables given by the IRS, it specifically states that you are "allowed" to claim up to the amounts that they deem "without question" meaning that they will not question the amounts provided that they are at or under what they specify as reasonable living expenses. I just want to know, is it REALLY without question?

Any thoughts or advice is GREATLY appreciated.


Federal Taxes: Offer in Compromise

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