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INNOCENT SPOUSE DEFENSE First Run Broadcast: August 21, 2012, Live Replay: August 16, 2013 1:00 p.m. E.T./12:00 p.m. C.T./11:00 a.m. M.T./10:00 a.m. P.T. (60 minutes) When a married couple files its

How to fill out innocent spouse defense

How to Fill Out Innocent Spouse Defense:

1. Gather all necessary documentation: Before starting the innocent spouse defense process, collect all relevant documents such as tax returns, financial records, and any correspondence with the IRS.
2. Complete IRS Form 8857: The Innocent Spouse Relief application is filed using Form 8857. Review the form thoroughly and provide accurate information about your spouse's involvement in the tax liability and any supporting evidence.
3. Include detailed explanations: In the Innocent Spouse Relief application, it's crucial to provide a clear and detailed explanation of why you believe you qualify for relief. Explain the circumstances, demonstrating that you had no knowledge of the tax issues and should not be held responsible.
4. Attach supporting documents: Alongside the application, include any supporting documents that reinforce your claim of innocence. This may include financial statements, divorce papers, or statements from witnesses who can verify your lack of involvement.
5. Seek professional guidance if needed: Filling out the Innocent Spouse Relief application can be complex, so it's advisable to consult with a tax professional or an attorney who specializes in tax matters. They can guide you through the process and ensure all necessary information is included correctly.

Who Needs Innocent Spouse Defense:

1. Individuals with a spouse or former spouse who improperly reported or omitted income on a joint tax return.
2. Those who can prove that they had no knowledge of the tax discrepancies or fraudulent activities committed by their spouse.
3. Individuals who can demonstrate that it would be unfair or inequitable to hold them responsible for the tax liability due to their spouse's actions or deception.

For pdfFiller’s FAQs

What is innocent spouse defense?

Innocent spouse defense is a provision in tax law that allows a spouse to avoid being held responsible for the tax liabilities of their partner under certain circumstances.

Who is required to file innocent spouse defense?

A taxpayer who believes they should not be held responsible for their spouse's tax liabilities may choose to file innocent spouse defense.

How to fill out innocent spouse defense?

To fill out innocent spouse defense, the taxpayer needs to complete and submit Form 8857, Request for Innocent Spouse Relief, to the Internal Revenue Service (IRS). The form requires providing information about the tax years for which relief is sought and reasons why they should not be held liable for their spouse's tax debts.

What is the purpose of innocent spouse defense?

The purpose of innocent spouse defense is to protect individuals from being held responsible for their spouse's tax obligations if they meet certain criteria, such as not knowing about the tax evasion or fraud committed by their spouse.

What information must be reported on innocent spouse defense?

When filing innocent spouse defense, the taxpayer is required to provide information about their spouse's income, deductions, credits, and any fraudulent activities they were unaware of.

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