Get It285

The IT-285 form is crucial for individuals seeking innocent spouse relief in New York State. This comprehensive guide will provide you with step-by-step instructions on how to fill out the form correctly, ensuring that your application is complete and accurate.

Follow the steps to accurately complete your IT-285 form online.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. Begin by entering your first name and middle initial in the designated fields. Next, fill out your last name, social security number, and your mailing address, including city, state, and ZIP code.
3. Provide your daytime phone number in the designated area. If applicable, include your apartment number and evening phone number.
4. Indicate whether you're requesting relief from a liability that arose from a jointly filed return by marking an X in the appropriate box. If you select 'No,' you cannot file Form IT-285.
5. Enter the tax year(s) for which you are requesting relief from liability. Make sure the years align with the stipulations mentioned in the form, specifically for tax years beginning on or after January 1, 1999.
6. Provide an explanation of why you believe you qualify for relief. Include any supporting documentation as necessary.
7. Input details about your spouse or former spouse, including their first name, last name, social security number, mailing address, and contact numbers.
8. Select your current marital status from the provided options and, if applicable, include any necessary documentation, like a death certificate or divorce decree.
9. Indicate how you were involved in the household finances during the years requested for relief. Mark all applicable options and provide further explanation if needed.
10. Describe your involvement in preparing the tax return(s). Mark all applicable options and provide additional explanations as necessary.
11. Answer whether you knew any amounts were due to New York State when you signed your returns. If 'Yes,' provide an explanation.
12. Indicate whether you filed federal Form 8857 for the same tax years and with the same items of incorrect information. If applicable, attach this form.
13. If you received a final determination from the IRS granting you relief, include a copy. If not, you will need to complete the Allocation of items between spouses schedule.
14. Complete the allocation schedule for each year you are requesting relief. Include detailed income and adjustment information for both you and your spouse.
15. Review your completed form carefully. You may then save your changes, download, print, or share the form as necessary.

Ensure that your request for innocent spouse relief is submitted correctly by completing the IT-285 online today.