Get Form 8857 (rev. December 2013) - Internal Revenue Service

Form 8857 is designed for individuals seeking innocent spouse relief from joint tax liability. This guide provides clear, step-by-step instructions on completing the form online.

Follow the steps to fill out the Form 8857 effectively.

1. Press the ‘Get Form’ button to access the form and open it in your preferred editor.
2. Read the initial instructions to determine if you should file this form based on your current or former spouse’s tax liabilities.
3. In Part I, respond to the questions about your eligibility for innocent spouse relief. Enter the tax years for which you are requesting relief in the designated fields.
4. In Part II, provide your personal information including your name, social security number, contact address, and information about your spouse for the relevant tax years.
5. Continue in Part II by detailing your marital status and relevant circumstances regarding education, abuse, or any mental/physical health problems during the tax years in question.
6. In Part III, outline your involvement in preparing and filing the tax returns. Answer each question regarding your knowledge of income and tax obligations during that period.
7. In Part IV, summarize your current financial situation, including assets and income. Complete the tables provided for clarity.
8. If applicable, complete Part V, providing details related to any domestic violence or abuse experienced, which may affect your eligibility for relief.
9. In Part VI, add any additional information that might influence the IRS's decision regarding your request.
10. Indicate if you wish to receive a refund in Part VII by checking the box, and then sign and date the form. Review all entries for accuracy before submission.
11. Finally, save your changes and choose to download, print, or share the completed form as necessary.

Get started on filing your Form 8857 online today.