IRS 8857 2021-2025 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 innocent spouse form

How to fill out IRS 8857

1. Obtain IRS Form 8857 from the IRS website or local IRS office.
2. Read the instructions carefully to understand the eligibility requirements for requesting innocent spouse relief.
3. Fill out your personal information at the top of the form, including your name, address, and social security number.
4. Complete Part I, providing details about your marriage and the tax returns involved.
5. In Part II, indicate the reasons why you believe you qualify for relief and provide any relevant evidence.
6. Fill out Part III to disclose your current financial situation.
7. Sign and date the form at the bottom.
8. Mail the completed form to the address specified in the instructions.

Who needs IRS 8857?

1. Individuals who jointly filed a tax return and believe they are entitled to relief from joint tax liability due to their spouse's actions.
2. Spouses who did not know about errors or omissions made on a joint tax return that resulted in a tax liability.
3. People who are facing collection actions due to tax debts incurred by a spouse.

• What is IRS Form 8857?
• Who needs an IRS Form 8857?
• • How do I fill out the IRS 8857 fillable form in 2025?
  • Is the tax form 8857 accompanied by other forms?
  • When is IRS 8857 form due?
  • Where do I send the IRS tax form 8857?

What is IRS Form 8857?

The fillable IRS Form 8857 (also known as a Request for Innocent Spouse Relief) is designed to release a person from paying their spouse's taxes, which weren't fully reported or concealed without the claimant being aware.

Who needs an IRS Form 8857?

An IRS Form 8857 should be submitted by a 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 taxes and applied penalties, in case the claimant can prove that no benefit has been gained from underreporting or the failure to report.

How do I fill out the IRS 8857 fillable form in 2025?

The IRS Form 8857 consists of 6 pages and includes comprehensive and detailed instructions, which should be strictly followed. If you want to simplify the filing process, use pdfFiller and its fillable Form 8857 template. Follow the steps below:

1. Click Get Form at the top of the page.
2. Insert information into the fillable fields in accordance with the IRS’s instructions.
3. Double check the document to avoid possible mistakes.
4. Use the Sign tool to add your electronic signature to Form 8857.
5. Add the date using the appropriate option from the top toolbar.
6. Select Done to save your changes.
7. Choose the exporting method that suits your needs: download, print, or send by USPS or fax.

Is the tax form 8857 accompanied by other forms?

Request for innocent spouse relief document requires an attachment—a statement that explains why you’re asking for relief. For example, if spouses have legally separated, the divorce decree must be attached. Additionally, the filer must make sure that they provide their social security number in one of the filed documents.

When is IRS 8857 form due?

The fillable tax form 8857 must be filed to the IRS as soon as a person discovers a tax liability incident for which they believe they shouldn't be held jointly responsible with their spouse.

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

Where do I send the IRS tax form 8857?

If using USPS, the completed Request for Innocent Spouse Relief form (8857) must be submitted to:

Internal Revenue Service

P.O. Box 120053

Covington, KY 41012

If using a private delivery service, it must be sent to:

7940 Kentucky Drive, Stop 840F

Florence, KY 41042

You also can fax the form and any attachments to 855-233-8558.

Video instructions and help with filling out and completing innocent spouse

Instructions and Help about innocent spouse relief

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 form 8857 irs

Is w2 same as 1040?

"No, 1040 is not the same as a W-2. W-2 is a form provided by the employer to the employee that states the gross wages in a given year and all the tax withheld and deductions," says Armine Alajian, CPA and founder of the Alajian Group, a company providing accounting services and business management for startups.

Where can I get IRS tax return forms?

They include: Downloading from IRS Forms & Publications page. Picking up copies at an IRS Taxpayer Assistance Center. Going to the IRS Small Business and Self-Employed Tax Center page. Requesting copies by phone — 800-TAX-FORM (800-829-3676).

Are there 3 types of tax return forms?

There are three personal income tax forms — 1040, 1040A and 1040EZ — with each designed to get the appropriate amount of your money to the IRS. Differences in the forms, however, could cost you if you're not paying attention.

Where can I pick up paper IRS forms?

These forms and publications are available on the Internet, on CD-ROM, through fax on demand, over the telephone, through the mail, at local IRS offices, at some banks, post offices, and libraries, and even at some grocery stores, copy centers and office supply stores.

What forms for tax return?

Form 1040 is used by U.S. taxpayers to file an annual income tax return.

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What is IRS 8857?

IRS Form 8857 is a request for innocent spouse relief, which allows a spouse to request relief from joint tax liability under certain circumstances.

Who is required to file IRS 8857?

Any individual who filed a joint tax return and believes that they should not be held responsible for the tax due, typically because their spouse improperly reported income or claimed deductions, can file IRS Form 8857.

How to fill out IRS 8857?

To fill out IRS Form 8857, one must provide personal information, details about the joint tax return, the reasons for requesting relief, and any relevant financial information as detailed in the form's instructions.

What is the purpose of IRS 8857?

The purpose of IRS Form 8857 is to allow individuals to seek relief from joint tax liability, thereby relieving them from paying tax debts solely incurred by their spouse.

What information must be reported on IRS 8857?

The information that must be reported on IRS Form 8857 includes the taxpayer's details, the spouse's details, information about the joint return in question, reasons for seeking relief, and details about the current financial situation.