Cat. No. 24647V Form 8857 Rev. 9-2010 Page 2 Note. If you need more room to write your answer for any question attach more pages. Apt. no. City town or post office state and ZIP code. If a foreign address see instructions. Best daytime phone number County 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. Request for Innocent Spouse Relief Form Rev* September 2010 Department of the Treasury Internal Revenue...Service 99 OMB No* 1545-1596 See separate instructions. Important things you should know Do not file this form with your tax return* See Where To File in the instructions. Answer all the questions on this form that apply attach any necessary documentation and sign on page 4. Do not delay filing this form because of missing documentation* See instructions. By law the IRS must contact the person who was your spouse for the years you want relief* There are no exceptions even for victims of...spousal abuse or domestic violence. Your personal information such as your current name address and employer will be protected* However if you petition the Tax Court your personal information may be released unless you ask the Tax Court to withhold it. See instructions for details. If you need help see How To Get Help in the instructions. Part I Should you file this form You must complete this part for each tax year. Tax Year 1 Yes Enter each tax year you want relief* It is important to enter...the correct year. For example if the IRS used your 2009 income tax refund to pay a 2007 tax amount you jointly owed enter tax year 2007 not tax year 2009. Tax Year 2 Tax Year 3 Caution* The IRS generally cannot collect the amount you owe until your request for each year is resolved* However the time the IRS has to collect is extended* See Collection Statute of Limitations on page 3 of the instructions. Check the box for each year you would like a refund if you qualify for relief* You may be...required to provide proof of payment. See instructions. debts of your spouse federal tax state income tax child support spousal support or federal non-tax debt such as a student loan No If Yes stop here do not file this form for that tax year. Instead file Form 8379 Injured Spouse Allocation* See instructions. If No go to line 4. Was a return claiming married filing jointly status filed for the tax year listed on line 1 See instructions. If Yes skip line 5 and go to line 6. If a joint return...for that tax year was not filed were you a resident of Arizona California Idaho Louisiana Nevada New Mexico Texas Washington or Wisconsin If Yes see Community Property Laws on page 2 of the instructions. If No on both lines 4 and 5 stop here. Do not file this form for that tax year. If you want relief for more than 3 years fill out an additional form* Tell us about yourself Your current name see instructions Your social security number Your current mailing address number and street. That person...s current name Social security number if known Current home address number and street if known.
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Instructions and Help about IRS 8857
How to edit IRS 8857
How to fill out IRS 8857
Instructions and Help about IRS 8857
How to edit IRS 8857
To edit IRS Form 8857, you can download a copy from the IRS website. After downloading, use a PDF editor like pdfFiller to add or modify the required information. Ensure all changes are accurately reflected, and double-check any additions to confirm they comply with IRS guidelines.
How to fill out IRS 8857
Filling out IRS Form 8857 involves several key steps:
01
Obtain the form from the IRS website or a trusted source.
02
Complete the identification section, providing your name, Social Security number, and other relevant details.
03
Detail your request for innocent spouse relief, specifying the reasons for your claim.
04
Review the form for accuracy before proceeding to submit it.
About IRS 8 previous version
What is IRS 8857?
What is the purpose of this form?
Who needs the form?
When am I exempt from filling out this form?
Components of the form
What are the penalties for not issuing the form?
What information do you need when you file the form?
Is the form accompanied by other forms?
Where do I send the form?
About IRS 8 previous version
What is IRS 8857?
IRS Form 8857, also known as the Request for Innocent Spouse Relief, allows taxpayers to request relief from joint tax liabilities when filing jointly with a spouse who has underreported income or overstated deductions. This form helps protect individuals from being held responsible for tax errors made by their partner.
What is the purpose of this form?
The purpose of IRS Form 8857 is to provide a structured process for individuals seeking relief from joint tax liabilities. Taxpayers can use this form to argue that they were unaware of the underreporting, or that it would be unfair to hold them responsible for the debt due to lack of knowledge or involvement.
Who needs the form?
Taxpayers who filed jointly and believe they should not be held liable for tax due to their spouse's actions may need to fill out IRS Form 8857. This applies to cases involving errors, omissions, or fraudulent behavior related to tax filings.
When am I exempt from filling out this form?
You may be exempt from filing IRS Form 8857 if you did not file jointly and are not jointly liable for the tax debts. Additionally, if you do not qualify for innocent spouse relief criteria, or if the time limit for filing such a claim has passed, you will not need to complete this form.
Components of the form
IRS Form 8857 consists of several sections, including personal information, the reason for requesting relief, and any supporting statements or documentation that validate your claim. It is crucial to fill out each part thoroughly to ensure a smooth processing experience.
What are the penalties for not issuing the form?
Failure to file IRS Form 8857 when claiming innocent spouse relief does not directly result in penalties. However, it may limit your options for seeking relief from tax liability. If you do not submit the form and the IRS assesses a debt against you, you may remain responsible for the full amount without the possibility of relief through this avenue.
What information do you need when you file the form?
When filing IRS Form 8857, you will need personal identification information, details regarding your marital status, and specific instances of erroneous reporting or fraud by your spouse. Additionally, any evidence supporting your claim for relief should be included.
Is the form accompanied by other forms?
IRS Form 8857 can sometimes be accompanied by additional forms or documentation, depending on the specifics of your case. For instance, including a copy of your joint return or other relevant tax documents helps substantiate your claim for innocent spouse relief.
Where do I send the form?
IRS Form 8857 should be mailed to the address specified in the form's instructions. Typically, this will be the IRS address designated for receiving such requests. Ensure that you send it to the correct location to avoid processing delays.
FAQ about IRS 8857
What should I do if I need to correct mistakes on my form 8379 download 2010 after submitting?
If you realize there is an error on your submitted form 8379 download 2010, you should file an amended return as soon as possible. Use the correct form to indicate the changes needed and ensure to follow the IRS guidelines for amendments, which typically requires detailing the corrections and submitting any necessary supporting documents.
How can I check the status of my submitted form 8379 download 2010?
To verify the receipt and processing status of your form 8379 download 2010, you can use the IRS 'Where's My Refund?' tool if you filed it with a refund claim. This online tool provides updates about the processing of your submission, including any potential delays or issues requiring your attention.
Are there any common errors that could lead to rejection of my form 8379 download 2010?
Yes, some common errors that could cause your form 8379 download 2010 to be rejected include mismatched information, incorrect Social Security numbers, and failing to sign the form. Always double-check your entries for accuracy and completeness before submitting to minimize the risk of rejection.
What considerations should I have for e-signatures when submitting form 8379 download 2010?
E-signatures are generally acceptable for submitting form 8379 download 2010 electronically, but ensure that the software you're using meets the IRS requirements for e-signing. Maintain a copy of your e-signed form as part of your records to have documentation of your submission.
What should I do if my form 8379 download 2010 is rejected?
If your form 8379 download 2010 is rejected, you will typically receive a notice from the IRS explaining the reason. Review the issues listed and correct them before resubmitting the form. If you have any questions about the rejection, contacting the IRS directly for clarification can also be beneficial.
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