Publication 971 (Rev. April 2008) - Innocent Spouse Relief Page 13
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232
Form 8857 (Rev. 6-2007)
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 III
(Continued)
8
What is the current marital status between you and the person on line 7?
Married and still living together
/
/
Married and living apart since
MM
DD
YYYY
/
/
Widowed since
Attach a photocopy of the death certificate and will (if one exists).
MM
DD
YYYY
/
/
Legally separated since
Attach a photocopy of your entire separation agreement.
MM
DD
YYYY
05
13
2006
/
/
Divorced since
Attach a photocopy of your entire divorce decree.
MM
DD
YYYY
Note. A divorce decree stating that your former spouse must pay all taxes does not necessarily mean you qualify for relief.
9
What was the highest level of education you had completed when the return(s) were filed? If the answers are not the same
for all tax years, explain.
High school diploma, equivalent, or less
Some college
College degree or higher. List any degrees you have
List any college-level business or tax-related courses you completed
Explain
10
Were you a victim of spousal abuse or domestic violence during any of the tax years you want relief? If the answers are not
the same for all tax years, explain.
Yes. Attach a statement to explain the situation and when it started. Provide photocopies of any documentation, such as
police reports, a restraining order, a doctor’s report or letter, or a notarized statement from someone who was aware of the
situation.
No.
11
Did you sign the return(s)? If the answers are not the same for all tax years, explain.
Yes. If you were forced to sign under duress (threat of harm or other form of coercion), check here
. See instructions.
No. Your signature was forged. See instructions.
12
When any of the returns were signed, did you have a mental or physical health problem or do you have a mental or physical
health problem now? If the answers are not the same for all tax years, explain.
Yes. Attach a statement to explain the problem and when it started. Provide photocopies of any documentation, such as
medical bills or a doctor’s report or letter.
No.
Part IV
Tell us how you were involved with finances and preparing returns for those tax years
13
How were you involved with preparing the returns? Check all that apply and explain, if necessary. If the answers are not the
same for all tax years, explain.
You filled out or helped fill out the returns.
You gathered receipts and cancelled checks.
You gave tax documents (such as Forms W-2, 1099, etc.) to the person who prepared the returns.
You reviewed the returns before they were signed.
You did not review the returns before they were signed. Explain below.
You were not involved in preparing the returns.
Other
Explain how you were involved
8857
Form
(Rev. 6-2007)
Publication 971 (April 2008)
Page 13
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