Get Irs 8857 1999-2025

Filling out the IRS 8857 form, also known as the Request for Innocent Spouse Relief, is a crucial step for individuals seeking relief from tax liabilities for which they believe only their spouse or former spouse should be accountable. This guide provides clear, step-by-step instructions to help you navigate the online completion of this form with ease.

Follow the steps to successfully complete the IRS 8857 online.

1. Click ‘Get Form’ button to obtain the form and open it for editing.
2. Begin by entering your personal information, including your name, social security number, and address in the designated fields.
3. Indicate the year(s) for which you are requesting relief. Ensure this information matches your records.
4. Provide details about your spouse or former spouse, such as their name, social security number, and current address.
5. Answer whether there is an understatement of tax determined by the IRS, selecting 'Yes' or 'No' as appropriate.
6. If necessary, indicate if you are divorced or legally separated from the individual listed previously.
7. Complete Part II by determining if you are eligible for Separation of Liability and attach the requisite statement.
8. In Part III, specify if the understatement of tax is due to erroneous items of your spouse, as this will influence your request for relief.
9. Proceed to Part IV and indicate if you have an underpayment of tax or another tax liability qualifying for equitable relief.
10. Review your completed form for accuracy and completeness, ensuring all required statements are attached.
11. Once satisfied with your entries, save your changes, and prepare to download or print the form for submission.

Take action now and file your documents online to ensure a smooth process.