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 2024?
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:
- Click Get Form at the top of the page.
- Insert information into the fillable fields in accordance with the IRS’s instructions.
- Double check the document to avoid possible mistakes.
- Use the Sign tool to add your electronic signature to Form 8857.
- Add the date using the appropriate option from the top toolbar.
- Select Done to save your changes.
- 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.