Form Rev. January 2014 Department of the Treasury Internal Revenue Service 99 Request for Innocent Spouse Relief OMB No. 1545-1596 Information about Form 8857 and its separate instructions is at www.irs.gov/form8857. Cat. No. 24647V Daytime phone number between 6 a.m. and 5 p.m. Eastern Time Form 8857 Rev. 1-2014 Page 2 Note. Do either of the paragraphs above describe your situation Yes. You should file this Form 8857. Go to question 2. No. Go to question 3 if you answered Yes to question 1. If you answered No to question 1 do not file this form. If you determine you should file this form enter each tax year you want innocent spouse relief. It is important to enter the correct year. Part I Should you file this form Generally both you and your spouse are responsible jointly and individually for paying any tax interest or penalties from your joint return. If you believe your current or former spouse should be solely responsible for an erroneous item or an underpayment of tax from your joint tax return you may be eligible for innocent spouse relief. Innocent spouse relief may also be available if you were a resident of a community property state see list of community property states in the instructions and did not file a joint federal income tax return and you believe you should not be held responsible for the tax attributable to an item of community income. County Best or safest daytime phone number between 6 a.m. and 5 p.m. Eastern Time Who was your spouse for the tax years you want relief File a separate Form 8857 for tax years involving different spouses or former spouses. Additionally if you prefer to provide this information orally check the Yes box on line 10. If you were or are now a victim of domestic violence or spousal abuse by the person on line 5 the IRS will consider the information you provide in this part to determine whether to grant innocent spouse relief. However the IRS is required by law to notify the person on line 5 that you requested this relief. There are no exceptions to this rule. Answers are not the same for all tax years explain. Did not know. Explain 8857 Rev. 1-2014 Page 4 For the years you want relief how were you involved in the household finances Check all that apply. Important things you should know Do not file this form with your tax return* See Where To File in the instructions. Review and follow the instructions to complete this form* Instructions can be obtained at www*irs*gov/form8857 or by calling 1-800-TAX-FORM 1-800-829-3676. While your request is being considered the IRS generally cannot collect any tax from you for the year s you request relief* However filing this form extends the amount of time the IRS has to collect the tax you owe if any for those years. The IRS is required by law to notify the person on line 5 that you requested this relief* That person will have the opportunity to participate in the process by completing a questionnaire about the tax years you enter on line 3. This will be done before the IRS issues preliminary and final determination letters. The IRS will not disclose the following information your current name address phone numbers or employer.
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How to prepare Form 8857
What Is form 8857?
Form 8857, Request for Innocent Spouse Relief is a document necessary to ask the Internal Revenue Service for relief. This paper is used when you are aware of a tax liability for which only your spouse has to be held. The thing is that couples filing a joint tax return are both responsible for the tax obligation. In case any spouse is required to pay additional fee, the other one will be still liable. However, they may ask for a relief to avoid paying too high taxes. This works only if there is concrete evidence that the spouse has obligation they have be solely responsible for.
Note that even after the divorce you may stay under the joint tax return liability. That’s why you have to submit the 8857 Form.
In order to avoid difficulties with paperwork, you may choose to prepare the 8857 form online. All you need is to find the appropriate blank, enter required details, add your signature and forward the document to the recipient via email, fax or sms.
Read carefully the following instructions to see what information is necessary to be included:
- The 8857 template consists of 7 pages. Pay attention to the field labels not to miss any important detail.
- Answer the questions concerned you and your spouse during the tax years you want to relief.
- There are points intended for disclosing data about domestic violence or abuse from your spouse. Prtruthful information.
- Describe financial case in the specified years.
- Write about you current financial situation.
- Indicate your monthly expenses.
- Add any additional information.
- Date and sign the document.
Check all the provided details, correct errors before signing. If necessary, print out the blank form and fill it out by hand. However, it’s more convenient to share the file via email.
Online systems help you to organize your document administration and increase the efficiency of your workflow. Comply with the fast guidebook in order to entire Form 8857, stay clear of faults and furnish it in a well timed fashion:
How to finish a irs form 8857?
- On the web site aided by the variety, click Start off Now and move on the editor.
- Use the clues to complete the pertinent fields.
- Include your individual data and get in touch with information.
- Make sure which you enter proper knowledge and numbers in proper fields.
- Carefully examine the information from the form in the process as grammar and spelling.
- Refer that can help segment for people with any doubts or deal with our Guidance team.
- Put an digital signature on your own Form 8857 with the aid of Signal Resource.
- Once the shape is accomplished, press Undertaken.
- Distribute the prepared type by way of email or fax, print it out or conserve with your product.
PDF editor lets you to make improvements for your Form 8857 from any web connected unit, personalize it as outlined by your needs, signal it electronically and distribute in different methods.
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