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6 For the years for which you want relief, how were you involved in the household finances? Mark all that apply.
You knew the person on line 4 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 finances:
7 How were you involved with preparing your tax return(s)? Mark all that apply and explain, if necessary.
You filled out or helped fill out the returns.
You gathered receipts and canceled checks.
You gave tax documents (such as federal 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:
8 When you signed your return(s), did you know any amounts were due to New York State?
Yes
No If Yes, explain when and how you thought the amount of tax reported on your return would be paid:
9 When you signed your return(s), did you know or have reason to know that the return(s) you signed were incorrect or missing any
information?
Yes
No. Explain:
10a Did you file federal Form 8857, Request for Innocent Spouse Relief, with the IRS for the same tax year(s) and with the same
missing or incorrect items on your return(s) for which you are filing this form?
Yes. Include a copy of your Form 8857 and continue with question 10b.
No. Continue with the Allocation of items between spouses schedule.
10b Did you receive a final determination from the IRS granting you Innocent Spouse relief under IRC section 6015(b)?
Note: Other types of relief can be granted by the IRS. If you are unsure which type of relief you were granted,
mark the No box or contact the IRS to determine the type of relief you were granted.
Yes. Include a copy of the final determination. Sign the form and see Where to file on page 3.
Do not complete the Allocation of items between spouses schedule.
No. Complete the Allocation of items between spouses schedule.
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