Get the free Instructions for Form 8857, Request for Innocent Spouse Relief - tax ny

STATE OF NEW YORK DEPARTMENT OF TAXATION AND FINANCE Office of Budget & Management Analysis Bureau of Fiscal Services Building 9, Room 234 W.A. Harriman Campus Albany, NY 12227 Patricia Mitchell,

How to fill out instructions for form 8857

Instructions for filling out Form 8857:

1. Gather all necessary information: Before starting to fill out Form 8857, make sure you have all the required information and documentation. This may include your personal details, such as name, address, social security number, as well as any relevant financial information or supporting documents.
2. Understand the purpose of Form 8857: Form 8857, also known as the Request for Innocent Spouse Relief, is used to request relief from joint and several liability for taxes owed on a jointly filed tax return. It is important to understand the purpose of the form and the specific circumstances under which you are seeking relief.
3. Provide your personal information: Begin by providing your personal details accurately in the designated sections of the form. This includes your name, social security number, mailing address, and contact information. Ensure that you double-check all the information for accuracy.
4. Indicate your spouse's information: In the next section, provide the required information about your spouse, including their name, social security number, and any additional details requested.
5. Explain the basis for your claim: This section of the form allows you to explain why you believe you qualify for innocent spouse relief. Describe the circumstances surrounding the joint tax return, any unfairness or abuse related to the tax liability, and any significant financial hardship that would arise if you were held responsible for the tax debt.
6. Attach supporting documentation: To strengthen your claim, it is crucial to include any relevant supporting documentation. This may include past tax returns, correspondence with the IRS, divorce or separation agreements, financial statements, or any other evidence that supports your case. Be sure to organize and label these supporting documents clearly.
7. Understand the options for relief: Form 8857 offers three types of relief: Innocent Spouse Relief, Separation of Liability Relief, and Equitable Relief. Each option has its own eligibility requirements, and it is important to carefully review these options before making a selection on the form.
8. Seek professional advice if needed: Filling out Form 8857 can be complex, especially if you are unfamiliar with tax regulations and procedures. If you are unsure about any aspect of the form or require guidance, consider seeking assistance from a tax professional or an experienced tax attorney.

Who needs instructions for form 8857?

Individuals who have previously filed a joint tax return with their spouse and are seeking relief from joint and several liability for taxes owed on that return need instructions for Form 8857. This form is specifically designed for individuals who believe they qualify for innocent spouse relief and want to request relief from the IRS.

It is important for individuals to carefully follow the instructions for Form 8857 to ensure that all required information is provided accurately and that supporting documentation is included to strengthen their case. Seeking professional advice may be beneficial for those who are unsure about the process or have complex circumstances.

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What is instructions for form 8857?

Form 8857 is used by individuals seeking relief from joint and several liability for a joint tax return.

Who is required to file instructions for form 8857?

Individuals who filed a joint tax return and are seeking relief from joint and several liability are required to file form 8857.

How to fill out instructions for form 8857?

Instructions for form 8857 can be filled out by providing detailed information about the tax year in question, the reasons for requesting relief, and any supporting documentation.

What is the purpose of instructions for form 8857?

The purpose of form 8857 is to request relief from joint and several liability for a joint tax return.

What information must be reported on instructions for form 8857?

The information reported on form 8857 includes details about the tax year in question, the reasons for requesting relief, and any relevant documentation.