Written by Scott Allen

IRS Form 8857, Mesa AZ Taxpayer’s Request for Innocent Spouse Relief

You must submit IRS Form 8857 if you are:
  • Seeking Innocent Spouse Relief
  • Separation of Liability Relief
  • Equitable Relief.
Besides filling out the information requested you must include a written statement which is signed under penalties of perjury.  IRS Publication 971 provides complete information regarding all three relief options.  The IRS web site at www.IRS.gov website has information found under Tax Information for Innocent Spouses on this subject.

 

If you live in a community property state and filed as married filing separate rather than married filing joint, you might still qualify for innocent spouse relief.  Community property states are Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, and Wisconsin.

Relief from joint and several liability should not be confused with an injured spouse claim.  You are a Mesa Arizona “injured spouse” if you file a joint return and all or part of your share of the refund was, or will be, applied against the separate past-due Federal Tax, state tax, child support, or Federal non-tax debt such as a student loan of your spouse with who you filed the joint return.  This tax remedy requires the filing of IRS Form 8379. Scott Allen E.A. of Tax Debt Advisors, Inc. has the expertise to assist you on your request for innocent spouse relief in or injured spouse relief in Mesa AZ. Schedule an appointment by calling Scott at 480-926-9300.