Publication 971 (Rev. April 2008) - Innocent Spouse Relief Page 14
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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 IV
(Continued)
14
When the returns were signed, 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 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
Explain
financial affairs.
15
When any of the returns were signed, what did you know about the income of the person on line 7? 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.”
Tax Year 1
Tax Year 2
Tax Year 3
Type of income
Who paid it to that person
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
16
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
17
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
18
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
My ex-husband handled the household finances.
Explain anything else you want to tell us about your household finances
He didn’t want me involved. He was so secretive about it, too.
19
Has the person on line 7 ever transferred assets (money or property) to you? (Property includes real estate, stocks, bonds, or
other property to which you have title.) See instructions.
Yes. List the assets and the dates they were transferred. Explain why the assets were transferred
No.
8857
Form
(Rev. 6-2007)
Page 14
Publication 971 (April 2008)
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