IRS 8857 2014 free printable template

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....

How to fill out irs form 8857 2014

How to fill out IRS Form 8857:

1. Gather all necessary documentation, such as tax returns, notices issued by the IRS, and any relevant supporting documents.
2. Review the instructions provided with Form 8857 to understand the eligibility criteria and requirements for filing the form.
3. Begin by filling out the taxpayer's personal information, including name, Social Security number, address, and contact details.
4. Provide information on the tax return(s) or period(s) under review. This includes the tax year(s), type of return(s), and the IRS office that issued the notice(s).
5. Identify the reason(s) why you believe you qualify for relief under the Innocent Spouse provisions. Provide detailed explanations and any supporting documents.
6. Complete Part II of the form, which deals with requesting equitable relief. Follow the instructions and provide all necessary details.
7. Attach any additional information, schedules, or documents that support your claim for relief.
8. Sign and date the form, and include the declaration on the penalty of perjury.
9. Keep a copy of the completed form and all supporting documents for your records.
10. Mail the completed form to the appropriate address provided in the instructions.

Who needs IRS Form 8857:

1. Taxpayers who believe they qualify for relief under the Innocent Spouse provisions may need to file IRS Form 8857.
2. This form is used by individuals who seek relief from additional taxes owed due to the actions of their spouse or former spouse.
3. To determine whether you need to file Form 8857, review the eligibility criteria and circumstances described in the instructions. If you meet the requirements, you should proceed with filing the form.

• Who needs an IRS Form 8857?
• What is IRS Form 8857 for?
• Is the Tax form 8857 accompanied by other forms?
• • When is IRS 8857 form due?
  • How do I fill out the IRS 8857 fillable form?
  • Where do I send the IRS tax form 8857?

Who needs an IRS Form 8857?

An IRS form 8857 which is a Request for Innocent Spouse Relief should be submitted by person who believes and can prove that their spouse or ex-spouse should be held responsible for all or part of the tax. Therefore, a person filing the 8857 Request Form avoids paying their spouse’s tax and applied penalties, in case the claimant can prove that no benefit has been gained from underreporting or failure to report.

What is IRS Form 8857 for?

The fillable IRS 8857 Form is designed to release a person from paying their spouse’s taxes, which weren’t fully reported or concealed without claimant’s being aware of such fact.

Is the Tax form 8857 accompanied by other forms?

If spouses who are legally separated are concerned, the divorce decree must be attached.

When is IRS 8857 form due?

The fillable form must be filed with the IRS as soon as a person discovers a tax liability incident, according to their belief, for which they shouldn’t be held responsible jointly with their spouse. The revealing of such an incident can occur when the IRS furnishes an appropriate notice.

The form must be filled out no later than since two years after the IRS’s first attempt to collect taxes from the “innocent spouse”.

How do I fill out the IRS 8857 fillable form?

The IRS form 8857 itself has very comprehensive and detailed instruction, which should be strictly followed.

Where do I send the IRS tax form 8857?

The completed Request for Innocent Spouse Relief form must be submitted with the IRS local office.

Video instructions and help with filling out and completing irs form 8857

Instructions and Help about 8857 form

Hello. This video is to help you with filling in our application form AP1, which is one of the most common form you need to use when you're dealing with us. It's used for a lot of different types of application to change the register. I'm not going to try and cover all of these, only how to complete the form generally. Depending on the type application that you're going to make, you might need to refer to some of the other guidance that we have on our website. So this video is only going to help you with filling in the routine parts of the form. If you need help on what information to put in, you will need to seek legal advice. If you decide to employ a solicitor they may be able to lodge your application electronically. This is quicker and more secure. You must use this form if you want to make an application to change something on the register and here are some examples: the change of ownership; you might want to add a partner's name, or you might want to take someone's name off, or you might just want to change the actual names...

People Also Ask about irs form 8857

What is IRS form 8857 for?

Taxpayers file Form 8857 to request relief from tax liability, plus related penalties and interest, when they believe only their spouse or former spouse should be held responsible for all or part of the tax.

What is form 8379 used for?

The injured spouse on a jointly filed tax return files Form 8379 to get back their share of the joint refund when the joint overpayment is applied to a past-due obligation of the other spouse.

What is the difference between form 8379 and 8857?

Form 8379 can be e-filed. An innocent spouse (Form 8857, Request for Innocent Spouse Relief) is asking the IRS not to hold him or her liable for tax resulting from actions of the other spouse in a joint return. Form 8857 is not transmitted with an e-filed return, but must be paper-filed separately.

Can you file both innocent spouse and injured spouse?

Injured spouse relief is different from innocent spouse relief and you cannot request it by filing Form 8857. You must file Form 8379. For example, if you check "Yes" on line 1 and "Yes" on line 2, you will have to file both Forms 8857 and 8379.

How do I qualify for innocent spouse tax relief?

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.Errors that cause understated taxes include: Unreported income. Incorrect deductions or credits. Incorrect values given for assets.

When should I file form 8857?

You must file Form 8857 no later than 6 months before the expiration of the period of limitations on assessment (including extensions) against your spouse or former spouse for the tax year for which you are requesting relief.

For pdfFiller’s FAQs

What is irs form 8857?

IRS Form 8857, also known as Request for Innocent Spouse Relief, is a form used by individuals who believe they should not be held responsible for the tax liabilities of their spouse or former spouse. This form is used to request relief from certain tax debts, penalties, and interest that may have been caused by the spouse or ex-spouse. The innocent spouse relief can be sought in cases where one spouse didn't report income, reported erroneous deductions, or committed other financial missteps on a joint tax return. The form requires the individual to provide information about their marriage, divorce, financial situation, and reasons why they believe they should be granted innocent spouse relief.

How to fill out irs form 8857?

Filling out IRS Form 8857, also known as the Request for Innocent Spouse Relief, requires careful attention to detail and accurate information. Here is a step-by-step guide to help you complete this form: 1. Download the form: Visit the IRS website (www.irs.gov) and search for Form 8857. Download and save the PDF to your computer. 2. Read the instructions: Before filling out the form, read the instructions carefully. This will provide you with essential guidance on how to complete each section and determine your eligibility for innocent spouse relief. 3. Section 1: Personal Information - Enter your personal information in this section. This includes your name, Social Security number, address, and other required details. 4. Section 2: Spouse & Marriage Information - Provide the required information about your spouse, including their name, Social Security number, and employment details. If you are requesting relief from a jointly filed return, provide the marriage details as well. 5. Section 3: Explanation of Request - Explain in detail why you believe you should be granted innocent spouse relief. Include any relevant circumstances, supporting facts, and legal arguments. Be specific, clear, and concise in your explanation. 6. Section 4: Tax Liability & Exemption Information - Calculate your portion of the unpaid tax, penalties, and interest from the joint return in question. Also, indicate if you are requesting a refund based on your separate tax liability or your share of any refund. 7. Section 5: Signature & Consent - Sign and date the form in this section. If you have a representative, provide their information and a completed Form 2848 - Power of Attorney and Declaration of Representative. 8. Attachments: Gather all required documents to support your claim, such as the relevant tax returns, financial statements, and any correspondence with the IRS regarding the joint return. 9. Review and submit: Double-check your form and supporting documents for accuracy and completeness. Make copies of everything for your records. Then submit the form and supporting documents to the IRS using the address provided in the instructions. Remember, Form 8857 is complex, and it may be beneficial to consult with a tax professional or seek assistance from a tax attorney if you are unsure about any aspect of completing the form.

What is the purpose of irs form 8857?

The purpose of IRS Form 8857, also known as the Request for Innocent Spouse Relief, is to provide an individual with the opportunity to request relief from joint liability for taxes owed on a jointly filed tax return if they believe they should not be held responsible for those taxes. This form allows an innocent spouse to report their portion of the tax liability separately and potentially be relieved of the obligation to pay the full amount owed.

What information must be reported on irs form 8857?

IRS Form 8857, also known as the Request for Innocent Spouse Relief, is used by taxpayers to request relief from joint tax liability. The form requires the following information to be reported: 1. Personal Information: Your name, Social Security Number (SSN), current address, phone number, and email address. 2. Taxpayer Information: The name and SSN of your spouse or former spouse. 3. Filing Status: Indicate your filing status at the time of the joint tax return (i.e., married filing jointly, married filing separately, etc.). 4. Joint Liability Information: Provide details about the tax years and the tax return(s) for which you are seeking relief. 5. Reason for Request: Specify the reason(s) you believe you should be relieved of liability, such as lack of knowledge or involvement in the erroneous items. 6. Income & Asset Information: Report your income, assets, and expenses for the tax years at issue. 7. Asset Transfers: Include information about any asset transfers between you and your spouse during the tax years in question. 8. Abusive Tax Avoidance Transactions: Disclose if there were any questionable tax transactions related to your joint return. 9. Financial Hardship: Explain any financial hardship you may face if relief is not granted. 10. Legal Proceedings: Specify if there are any legal proceedings (i.e., divorce or bankruptcy) related to the joint tax liability. 11. Supporting Documents: Attach any relevant documents to support your claim for relief, such as financial statements, divorce decrees, or other evidence. It's important to note that the information and requirements on Form 8857 may vary depending on the specific circumstances of your case. It is advisable to review the official instructions provided by the IRS for detailed guidance and to consult with a tax professional if needed.

When is the deadline to file irs form 8857 in 2023?

The deadline to file IRS Form 8857, also known as Request for Innocent Spouse Relief, for the year 2023 has not been announced by the IRS as it is subject to change from year to year. It is recommended to refer to the official IRS website or consult with a tax professional to obtain the most accurate and up-to-date information regarding deadlines for filing this form.

What is the penalty for the late filing of irs form 8857?

The penalty for late filing of IRS Form 8857, also known as the Request for Innocent Spouse Relief, can vary depending on the specific circumstances and reasons for the delay. Generally, there is no specific monetary penalty for filing the form late. However, it is important to understand that the sooner you file the form, the better chance you have of receiving relief if eligible.

Who is required to file irs form 8857?

Individual taxpayers who want to request innocent spouse relief or separation of liability from any taxes owed by their spouse or former spouse are required to file IRS Form 8857.

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