Form 8857 - Request For Innocent Spouse Relief, Separation Of Liability, And Equitable Relief Page 3
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412. When you signed the returns, were you concerned that any of the returns were incorrect or missing information? Check all that apply and
explain, if necessary. If the answers are not the same for all the years, explain.
You knew something was incorrect or missing, but you said nothing.
You knew something was incorrect or missing and asked about it.
You did not know anything was incorrect or missing.
Explain.
_______________________________________________________________________________________________
13. When you signed any of the returns, what did you know about that individual’s income?
That individual had income.
List each type of income on a separate line. (Examples are wages, social security, gambling winnings, or self-employment business
income). Enter each tax year and the amount of income for each type you listed. If you do not know any details, write, “I don’t know.”
Tax Year 1
Tax Year 2
Tax Year 3
Type of income
Who paid it to that individual
__________________________
__________________________ $________________ $________________ $________________
__________________________
__________________________ $________________ $________________ $________________
__________________________
__________________________ $________________ $________________ $________________
That individual had no income.
You did not know if that individual had income.
14. When you signed the returns, were there any amounts owed to the IRS for those years?
Yes
Explain when and how you thought the amounts owed would be paid.
_________________________________________________
_____________________________________________________________________________________________________
No
You did not know if you owed any amounts to the IRS.
15. When you signed any of the returns, were you having serious financial problems (such as bankruptcy or bills you could not pay)?
Yes
Explain.
_______________________________________________________________________________________________
No
You did not know that you were having serious financial problems.
16. For the years you want relief, tell us how you were involved in the household finances:
What kinds of joint accounts did you have? Check all that apply. If the answers are not the same for all the years, explain.
Checking or money market
Savings or certificates of deposit
You did not have any joint accounts.
Other
If you had joint accounts, how did you use them? Check all that apply.
You made deposits.
You knew how much money was in the account.
You reviewed bank statements or balanced the checkbook.
You made withdrawals from the account.
You paid bills.
You were not involved in the household finances.
Other
Explain anything else you want to tell us about your household finances.
_______________________________________________
_____________________________________________________________________________________________________
Did that individual have separate accounts that you knew about?
Yes. Explain.
_____________________________________________________________________________________________
No
page 3 of 4
Form 8857 (Rev. 2006)
Catalog Number xxxxx
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Parent category: Financial