Create Form 8857

Form 8857: What Is It?

A Form 8857 is known as a Request for Innocent Spouse Relief. This form will be used for tax filing and reporting purposes. The form should be sent to the United States Internal Revenue Service. A taxpayer will use this form to claim they are an “innocent spouse”. This means they are claiming that they are not responsible for some of their spouse’s or ex-spouse’s tax obligations.

Filling out this form means that the filer is requesting relief from a tax liability that may only involve their spouse. The spouse or ex-spouse will still be liable for this tax obligation. In order to file, the taxpayer must include the tax year for which they want relief. They will also need to include their personal information and their spouses. Finally, the reason for the tax waive must be listed, as well as the role the filer played in the spouse’s tax return form. Be sure to include as much information as possible to increase the chances of receiving a waiver.