
Form CT 8857, Request for Innocent Spouse Relief
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People also ask
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What are the factors for equitable relief for an innocent spouse?
Factors that determine fairness Your marital status. Economic hardship you might suffer without relief. Whether you knew or had reason to know about your spouse's understated or unpaid tax. Whether you're legally obligated to pay the tax. Whether you signNowly benefited from not paying tax or underreporting your tax.
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How does the injured spouse form work?
The Interal Revenue Service ( IRS ) Form 8379, the Injured Spouse Allocation, is filed by one spouse (the injured spouse) on a jointly filed tax return when the joint over-payment was, or is expected to be, applied to a past-due obligation of the other spouse.
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How do you qualify for innocent spouse relief?
You may request innocent spouse relief if: You filed a joint return with your spouse. Your taxes were understated due to errors on your return. You didn't know about the errors. You live in a community property state.
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What is the injured or innocent spouse form?
The injured spouse on a jointly filed tax return files Form 8379 to get back their share of the joint refund when the joint overpayment is applied to a past-due obligation of the other spouse.
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What is Form 8857 innocent spouse?
Taxpayers file Form 8857 to request relief from tax liability, plus related penalties and interest, when they believe only their spouse or former spouse should be held responsible for all or part of the tax.
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What is the difference between injured spouse and innocent spouse form?
Injured spouse relief lets you reclaim money taken from your tax refund to cover your spouse's debts. Innocent spouse relief relieves you from paying additional federal income tax owed by your spouse due to errors on a joint tax return.
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What qualifies as an innocent spouse?
You may be eligible You may request innocent spouse relief if: You filed a joint return with your spouse. Your taxes were understated due to errors on your return. You didn't know about the errors.
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Should I file innocent spouse vs injured spouse?
An injured spouse seeks allocation of a refund because the IRS used the refund to pay off a tax debt of a current or former spouse. If you aren't responsible for the tax burden you're facing and would like the IRS not to hold you accountable, you file for innocent spouse status.
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