Publication 971 - Innocent Spouse Relief - Internal Revenue Service (Page 14 of 24) in pdf

Form 8857 (Rev. 9-2010)

Page

Note. If you need more room to write your answer for any question, attach more pages. Be sure to write your name and social security

number on the top of all pages you attach.

Part IV

(Continued)

When the returns were signed, what did you know about any incorrect or missing information? Check all that apply and explain,

if necessary. If the answers are not the same for all tax 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.

I did not know about the $5,000 award. My ex-husband was very secretive about the way he conducted his financial

Explain

affairs.

When any of the returns were signed, what did you know about the income of the person on line 7? Check all that apply and

explain, if necessary. If the answers are not the same for all tax years, explain.

You knew that person 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, enter “I don’t know.”

Type of income

Who paid it to that person

Tax Year 1

Tax Year 2

Tax Year 3

Wages

Allied

40,000

You knew that person was self-employed and you helped with the books and records.

You knew that person was self-employed and you did not help with the books and records.

You knew that person had no income.

You did not know if that person had income.

Explain

When the returns were signed, did you know any amount was owed to the IRS for those tax years? If the answers are not the

same for all tax years, explain.

Yes. Explain when and how you thought the amount of tax reported on the return would be paid

No.

Explain

When any of the returns were signed, were you having ﬁnancial problems (for example, bankruptcy or bills you could not pay)? If

the answers are not the same for all tax years, explain.

Yes. Explain

No.

Did not know.

Explain

For the years you want relief, how were you involved in the household ﬁnances? Check all that apply. If the answers are not the

same for all tax years, explain.

You knew the person on line 7 had separate accounts.

You had joint accounts but you had limited use of them or did not use them. Explain below.

You used joint accounts. You made deposits, paid bills, balanced the checkbook, or reviewed the monthly bank statements.

You made decisions about how money was spent. For example, you paid bills or made decisions about household purchases.

You were not involved in handling money for the household.

Other

Explain anything else you want to tell us about your household nances

My ex-husband handled the household finances.

He didn’t want me involved. He was so secretive about it, too.

Has the person on line 7 ever transferred assets (money or property) to you? (Property includes real estate, stocks, bonds, or

other property that you own.) See instructions.

Yes. List the assets, the dates they were transferred, and their fair market values on the dates transferred. Explain why the assets

were transferred

No.

8857

Form

(Rev. 9-2010)

Page 14

Publication 971 (September 2011)

Publication 971 - Innocent Spouse Relief - Internal Revenue Service Page 14

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