Form preview

Get the free Publication 971

Get Form
This publication explains the types of relief available to married taxpayers who file joint tax returns and may be held liable for taxes due to their spouse's erroneous items. It covers innocent spouse
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign publication 971

Edit
Edit your publication 971 form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your publication 971 form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit publication 971 online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Use the instructions below to start using our professional PDF editor:
1
Log in to account. Start Free Trial and sign up a profile if you don't have one.
2
Simply add a document. Select Add New from your Dashboard and import a file into the system by uploading it from your device or importing it via the cloud, online, or internal mail. Then click Begin editing.
3
Edit publication 971. Rearrange and rotate pages, add and edit text, and use additional tools. To save changes and return to your Dashboard, click Done. The Documents tab allows you to merge, divide, lock, or unlock files.
4
Save your file. Select it from your list of records. Then, move your cursor to the right toolbar and choose one of the exporting options. You can save it in multiple formats, download it as a PDF, send it by email, or store it in the cloud, among other things.
pdfFiller makes working with documents easier than you could ever imagine. Try it for yourself by creating an account!

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out publication 971

Illustration

How to fill out Publication 971

01
Obtain a copy of Publication 971 from the IRS website or request it by mail.
02
Read the instructions carefully to understand the purpose of the publication.
03
Fill out your personal information in the designated sections.
04
Provide details about the tax year in question.
05
Include any relevant information regarding benefits and expenses as required.
06
Review the filled-out form for accuracy before submission.
07
Submit the form according to the provided guidelines (mail, electronic submission, etc.).

Who needs Publication 971?

01
Taxpayers who have received certain tax benefits and need to report them.
02
Individuals applying for tax credits related to child care and education expenses.
03
Taxpayers who are adjusting their tax liability based on previous benefits received.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.0
Satisfied
59 Votes

People Also Ask about

If the dates beside code 571 or 572 are the same as code 971, your tax refund will likely be received within 3 to 6 weeks. A different date next to these codes typically indicates a delay.
If you see these codes, it is likely that another code 971 will be issued informing you that the IRS has sent another update notice about the status of the review. If the dates beside code 571 or 572 are the same as code 971, your tax refund will likely be received within 3 to 6 weeks.
When to expect your refund. To process your refund, it usually takes: Up to 21 days for an e-filed return. 4 weeks or more for amended returns and returns sent by mail.
If you see code 570 or code 971 on your tax transcript, it means that the IRS is looking for more information to verify your identity. Code 570 means your return has been delayed. When you see Code 9171, it means the IRS sent you a letter in the mail to verify personal information on your tax return.
You may be eligible You may request innocent spouse relief if: You filed a joint return with your spouse. Your taxes were understated due to errors on your return. You didn't know about the errors.
IRS code 971 may be on your account to indicate an amended tax return, balance transferred to a duplicate account, bankruptcy notice, collection due, collection due with a Notice of Intent to Levy, duplicate notice sent to a spouse, duplicate tax return processed, or filing status of earned income tax filing status.
The IRS transcript codes 971 and 570 typically indicate that there is an issue requiring further review, which may lead to a delay in processing your tax return.
Publication 971 explains when a spouse may be relieved of tax, interest, and penalties on a joint tax return. Three types of relief are available to married persons who filed joint returns: Innocent spouse relief. Separation of liability relief. Equitable relief.

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Publication 971 is a document issued by the IRS that provides guidelines on how to report and handle issues regarding the two-parent household tax credit.
Taxpayers who are claiming certain tax credits related to a two-parent household may be required to file Publication 971.
To fill out Publication 971, taxpayers should follow the instructions provided within the publication, ensuring that all relevant information is accurately reported.
The purpose of Publication 971 is to inform taxpayers about their rights and responsibilities regarding the two-parent household tax credit and to provide clarity on the filing process.
Information that must be reported includes personal details, relationship status, and any eligible tax credit information related to a two-parent household.
Fill out your publication 971 online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.