This form requests innocent spouse relief from joint tax liability. It instructs the filer to answer all applicable questions, provide documentation, and sign. Personal information will be protected but may be released if the case is brought before the Tax Court. The filer must complete Part I to determine if they are eligible to file this form for each tax year in question. Part II requests identifying information about the filer. Part III requests information about the filer and their spouse for the tax years at issue. Part IV asks how the filer was involved in preparing the tax returns in question.
The document discusses the National Pension System (NPS) introduced by the Indian government. It provides details on key aspects of NPS including:
- NPS allows individuals to contribute during employment and withdraw funds after retirement at age 60. Contributions are invested based on the individual's preferences.
- There are two tiers - Tier 1 is mandatory and contributions cannot be withdrawn before retirement. Tier 2 is optional and allows premature withdrawals.
- Investment options fall into different risk classes. Individuals must choose a Pension Fund Manager to manage their investments.
- NPS aims to provide pension coverage to a large unorganized workforce but so far has achieved low penetration with only around 200,000
This 3-page IRS form is used by an injured spouse to claim their share of a tax refund from a jointly filed return when the refund was applied to their spouse's past-due debts. The form walks through a series of questions to determine if the spouse qualifies as an injured spouse. If so, it has the spouse provide identifying information from the joint return and allocate refundable amounts between themselves and their spouse. By signing, the injured spouse declares under penalty of perjury that the information provided is true and complete.
Form 8379-Injured Spouse Claim and Allocationtaxman taxman
This form is used by an injured spouse to claim their portion of a tax refund when the refund was applied to their spouse's past-due debts without their consent. The form walks through a series of questions to determine if the person qualifies as an injured spouse. It then has the person allocate income, deductions, credits, and other items from the joint tax return between themselves and their spouse. This allocation is used to determine what portion of any overpayment should be refunded to the injured spouse.
This document is an IRS Form 8857 for requesting innocent spouse relief. It provides instructions for determining if the form should be filed, describes what information needs to be provided about the taxpayer and their spouse for the tax years in question. It asks for details on the taxpayer's involvement in financial matters and preparing/filing tax returns, their current financial situation, and whether they were victims of abuse. The goal is to help the IRS determine if the taxpayer should be granted relief from joint tax liabilities.
Form 8862-Information to Claim Earned Income Credit for Disallowance taxman taxman
This document provides instructions for Form 8862, which must be filed to claim the Earned Income Credit (EIC) if the credit was previously reduced or disallowed for any reason other than a math or clerical error. The form collects information to verify eligibility to claim the EIC, including the number of days the filer and any spouse/qualifying children lived in the United States. It also requests identifying information about qualifying children, such as dates of birth/death, addresses lived at together, and other persons living with the children.
This document is a request form for innocent spouse relief from the Utah State Tax Commission. It collects information about the taxpayer seeking relief such as their name, address, social security number, filing status, and relationship details. The form asks if the taxpayer filed a joint return, is legally separated or divorced from their spouse, and if the underpayment or understatement of tax is due to erroneous items from or attributable to their spouse. It concludes by having the taxpayer and preparer sign under penalty of perjury.
This document is a request form for innocent spouse relief from the Utah State Tax Commission. It collects information about the taxpayer filing for relief such as their name, address, social security number, filing status, and relationship status with their spouse. The form asks if the taxpayer filed a joint return, is legally separated or divorced from their spouse, lived apart from their spouse for the last 12 months, or if their spouse is deceased. It also inquires about understatements or underpayments of tax on joint returns and whether the taxpayer has already filed for innocent spouse relief with the IRS.
The document discusses the National Pension System (NPS) introduced by the Indian government. It provides details on key aspects of NPS including:
- NPS allows individuals to contribute during employment and withdraw funds after retirement at age 60. Contributions are invested based on the individual's preferences.
- There are two tiers - Tier 1 is mandatory and contributions cannot be withdrawn before retirement. Tier 2 is optional and allows premature withdrawals.
- Investment options fall into different risk classes. Individuals must choose a Pension Fund Manager to manage their investments.
- NPS aims to provide pension coverage to a large unorganized workforce but so far has achieved low penetration with only around 200,000
This 3-page IRS form is used by an injured spouse to claim their share of a tax refund from a jointly filed return when the refund was applied to their spouse's past-due debts. The form walks through a series of questions to determine if the spouse qualifies as an injured spouse. If so, it has the spouse provide identifying information from the joint return and allocate refundable amounts between themselves and their spouse. By signing, the injured spouse declares under penalty of perjury that the information provided is true and complete.
Form 8379-Injured Spouse Claim and Allocationtaxman taxman
This form is used by an injured spouse to claim their portion of a tax refund when the refund was applied to their spouse's past-due debts without their consent. The form walks through a series of questions to determine if the person qualifies as an injured spouse. It then has the person allocate income, deductions, credits, and other items from the joint tax return between themselves and their spouse. This allocation is used to determine what portion of any overpayment should be refunded to the injured spouse.
This document is an IRS Form 8857 for requesting innocent spouse relief. It provides instructions for determining if the form should be filed, describes what information needs to be provided about the taxpayer and their spouse for the tax years in question. It asks for details on the taxpayer's involvement in financial matters and preparing/filing tax returns, their current financial situation, and whether they were victims of abuse. The goal is to help the IRS determine if the taxpayer should be granted relief from joint tax liabilities.
Form 8862-Information to Claim Earned Income Credit for Disallowance taxman taxman
This document provides instructions for Form 8862, which must be filed to claim the Earned Income Credit (EIC) if the credit was previously reduced or disallowed for any reason other than a math or clerical error. The form collects information to verify eligibility to claim the EIC, including the number of days the filer and any spouse/qualifying children lived in the United States. It also requests identifying information about qualifying children, such as dates of birth/death, addresses lived at together, and other persons living with the children.
This document is a request form for innocent spouse relief from the Utah State Tax Commission. It collects information about the taxpayer seeking relief such as their name, address, social security number, filing status, and relationship details. The form asks if the taxpayer filed a joint return, is legally separated or divorced from their spouse, and if the underpayment or understatement of tax is due to erroneous items from or attributable to their spouse. It concludes by having the taxpayer and preparer sign under penalty of perjury.
This document is a request form for innocent spouse relief from the Utah State Tax Commission. It collects information about the taxpayer filing for relief such as their name, address, social security number, filing status, and relationship status with their spouse. The form asks if the taxpayer filed a joint return, is legally separated or divorced from their spouse, lived apart from their spouse for the last 12 months, or if their spouse is deceased. It also inquires about understatements or underpayments of tax on joint returns and whether the taxpayer has already filed for innocent spouse relief with the IRS.
1. This document is an IRS Form 1040EZ, which is used to file a basic federal income tax return for single or married taxpayers with no dependents.
2. It requests information such as the filer's name, address, social security number, income from wages and other sources, and any tax payments made.
3. Worksheets are provided to help calculate the standard deduction amount and making work pay credit that can be claimed on the return.
1) This document is an IRS Form 1040EZ, which is a simplified tax return for single and married filing jointly taxpayers with no dependents. It provides lines to report income, credits, payments, and determine tax liability or refund amount.
2) The form includes sections to report wages, taxable interest, unemployment compensation, and adjusted gross income. It provides a worksheet to calculate the standard deduction or exemption amount.
3) It allows the taxpayer to claim credits for federal tax withheld, the making work pay credit, and earned income credit. It provides lines to determine total payments and credits versus tax liability and calculate any refund or amount owed.
1) This document is an IRS Form 1040EZ, which is a simplified tax return for single and joint filers with no dependents.
2) It provides lines to enter information like names, addresses, social security numbers, income, taxes withheld, credits and payments made.
3) It also provides instructions and a worksheet to calculate standard deduction amounts and the earned income tax credit.
This document is an IRS Form 1040EZ for the 2010 tax year. It is used to file individual income tax returns for single or married taxpayers with no dependents who had only wage/salary income reported on a W-2 form, taxable interest income under $1,500, and unemployment compensation. The form provides lines to report wages, taxable interest, unemployment income, deductions, tax credits, tax owed or refund amount.
Nkem Chukwumerije files a 2010 Form 1040EZ individual tax return. He reports $55,000 in wages as his only income. His filing status is single. He claims the standard deduction of $9,350, resulting in taxable income of $45,650. Using the tax table, his tax is calculated to be $7,600. As he had no tax withheld or credits, the amount he owes is $7,600.
1. The document is an IRS Form 1040EZ for filing an individual income tax return for 2010. It provides lines to report wages, taxable interest, unemployment compensation, and adjusted gross income.
2. It allows taxpayers to claim personal exemptions, the standard deduction, federal income tax withheld, and tax credits like the earned income tax credit.
3. The form calculates tax liability and determines if a refund is owed or additional tax needs to be paid. It provides instructions for direct deposit of refunds or payment of amounts owed.
This document is an IRS Form 1040EZ for the 2010 tax year. It is for filing a basic federal income tax return for single or married taxpayers with no dependents who had only wage/salary income, interest under $1,500, and unemployment compensation. The form provides lines to report wages, taxable interest, unemployment income, deductions, tax credits, tax owed or refund amount. It includes worksheets to calculate the standard deduction and making work pay credit.
This document is an IRS Form 1040EZ for the 2010 tax year. It is for filing a basic federal income tax return for single or married taxpayers with no dependents who had only wage/salary income, interest under $1,500, and unemployment compensation. The form provides lines to report wages, taxable interest, unemployment income, deductions, tax credits, tax owed or refund amount. It includes worksheets to calculate the standard deduction and making work pay credit.
This document is an IRS Form 1040EZ for the 2010 tax year. It is a simplified tax return for single and married filing jointly taxpayers with no dependents.
The key information provided includes:
1) Personal information for the taxpayer such as name, address, social security number.
2) Income information including wages of $40,000 and no other taxable income.
3) Standard deduction of $9,350 since no one can claim the taxpayer as a dependent.
4) Tax owed of $6,188 calculated using the tax table in the instructions. No payments or credits to offset the amount owed.
This document is an IRS Form 1040EZ for individual income tax return filing for 2010. It contains information about the taxpayer such as name, address, social security number. The form shows the taxpayer's income of $40,000 in wages and requests standard deduction and exemption amounts. The taxpayer owes $6,188 in federal income tax.
This document is an IRS Form 1040EZ for the 2010 tax year. It provides instructions for filing a basic tax return for single or married taxpayers with no dependents who had income only from wages, salaries, tips, taxable interest, unemployment compensation, and Alaska Permanent Fund dividends of $1,500 or less. The form collects identifying information like names and social security numbers. It then requests information about income, tax withholdings, credits, and amount of refund or tax owed to calculate tax liability.
Form 9465-Installment Agreement Requesttaxman taxman
The document is an IRS form for requesting an installment agreement to pay back taxes owed. It provides instructions for taxpayers to set up a monthly payment plan rather than paying their full tax balance immediately. Key details include the monthly payment amount, date each payment will be due, and option to have payments automatically withdrawn from a checking account. The IRS will generally respond within 30 days to approve or deny the request, and set up the installment agreement if approved.
This document is an installment agreement form from the Mississippi Income Tax Bureau. It provides instructions for taxpayers to pay their tax liability in 12 or fewer equal monthly installments if they owe between $75 and $3,000. To qualify, the return must be filed on time and the form submitted with it. Interest of 1% per month accrues during the installment period. The agreement may be terminated for missed or late payments or if additional taxes become due. Bankruptcy may also void an existing installment agreement.
Form W-7_Application for IRS Individual Taxpayer Identification Numbertaxman taxman
This document is an application for an IRS Individual Taxpayer Identification Number (ITIN). It provides instructions for nonresident aliens who need an ITIN for U.S. tax filing purposes but are not eligible for a Social Security Number. Applicants must provide identifying information and documentation to verify their foreign status. Supporting documents can include a passport, visa, driver's license, or other identification. The application must be submitted along with tax forms requiring the ITIN or proof that an exception applies.
This document is an IRS Form 1040EZ for the 2010 tax year. It is a simplified tax return for single and married filing jointly taxpayers with no dependents.
The key information provided includes:
1) Personal information for the taxpayer including name, address, social security number.
2) Income information including wages from a W-2 of $55,000.
3) Standard deduction amount of $9,350 being claimed based on filing status.
4) Tax due of $7,588 calculated using the tax table in the instructions. No payments or credits are being claimed to offset the amount owed.
1) The document is an IRS Form 1040EZ for individual income tax return filing for the year 2010.
2) It shows an individual, Sophia C. Ziogas, filing as single with $60,000 in wages as their only income.
3) Based on the wages and standard deduction for a single filer, the taxpayer owes $8,838 in federal income tax.
Sophia C. Ziogas filed a single tax return for 2010 reporting $60,000 in wages. She is not eligible to claim any dependents or credits. Based on her $50,650 taxable income, she owes $8,838 in federal income tax.
Form 1040NR*-Nonresident Alien Income Tax Return taxman taxman
1) This document is the U.S. Nonresident Alien Income Tax Return (Form 1040NR) for the year 2008.
2) It provides instructions for nonresident aliens to report income that is effectively connected with a U.S. trade or business, as well as income from U.S. sources that is not effectively connected.
3) The form includes sections to report personal information, filing status, income, deductions, tax and credits, and payments and refunds.
1) The document is an IRS Form 1040EZ for individual income tax return filing for single or joint filers with no dependents for the year 2010.
2) It shows taxpayer information including name, address, social security number, and filing status. Income reported includes $60,000 of wages.
3) Standard deduction of $9,350 is claimed as the taxpayer is single with no dependents. Taxable income is $50,650 and federal income tax owed is $8,850.
This document is a payment agreement request form for the Utah State Tax Commission. It allows taxpayers to request a monthly payment plan if they cannot pay the full amount owed on their individual income tax return. Taxpayers provide personal information and details of the requested payment plan such as the monthly payment amount and due date. The form instructions explain how to complete the form and the requirements of the payment agreement if approved.
This document is an application for a California homebuyer's tax credit. It contains sections for the seller to certify that the home has never been occupied, as well as sections for the escrow company to provide closing details. Finally, there are sections for up to three qualified buyers to provide their contact and ownership information and certify that they intend to use the home as their primary residence for at least two years. The buyers will receive a tax credit of up to 5% of the home's purchase price or $10,000, whichever is less.
This document contains Forms 593-C and 593-E and instructions for real estate withholding in California for 2009. It explains that real estate withholding is a prepayment of estimated income tax due from gains on real estate sales in California. The Real Estate Escrow Person is responsible for providing the forms to sellers and withholding the appropriate amount based on the forms submitted.
More Related Content
Similar to Form 8857-Request for Innocent Spouse Relief
1. This document is an IRS Form 1040EZ, which is used to file a basic federal income tax return for single or married taxpayers with no dependents.
2. It requests information such as the filer's name, address, social security number, income from wages and other sources, and any tax payments made.
3. Worksheets are provided to help calculate the standard deduction amount and making work pay credit that can be claimed on the return.
1) This document is an IRS Form 1040EZ, which is a simplified tax return for single and married filing jointly taxpayers with no dependents. It provides lines to report income, credits, payments, and determine tax liability or refund amount.
2) The form includes sections to report wages, taxable interest, unemployment compensation, and adjusted gross income. It provides a worksheet to calculate the standard deduction or exemption amount.
3) It allows the taxpayer to claim credits for federal tax withheld, the making work pay credit, and earned income credit. It provides lines to determine total payments and credits versus tax liability and calculate any refund or amount owed.
1) This document is an IRS Form 1040EZ, which is a simplified tax return for single and joint filers with no dependents.
2) It provides lines to enter information like names, addresses, social security numbers, income, taxes withheld, credits and payments made.
3) It also provides instructions and a worksheet to calculate standard deduction amounts and the earned income tax credit.
This document is an IRS Form 1040EZ for the 2010 tax year. It is used to file individual income tax returns for single or married taxpayers with no dependents who had only wage/salary income reported on a W-2 form, taxable interest income under $1,500, and unemployment compensation. The form provides lines to report wages, taxable interest, unemployment income, deductions, tax credits, tax owed or refund amount.
Nkem Chukwumerije files a 2010 Form 1040EZ individual tax return. He reports $55,000 in wages as his only income. His filing status is single. He claims the standard deduction of $9,350, resulting in taxable income of $45,650. Using the tax table, his tax is calculated to be $7,600. As he had no tax withheld or credits, the amount he owes is $7,600.
1. The document is an IRS Form 1040EZ for filing an individual income tax return for 2010. It provides lines to report wages, taxable interest, unemployment compensation, and adjusted gross income.
2. It allows taxpayers to claim personal exemptions, the standard deduction, federal income tax withheld, and tax credits like the earned income tax credit.
3. The form calculates tax liability and determines if a refund is owed or additional tax needs to be paid. It provides instructions for direct deposit of refunds or payment of amounts owed.
This document is an IRS Form 1040EZ for the 2010 tax year. It is for filing a basic federal income tax return for single or married taxpayers with no dependents who had only wage/salary income, interest under $1,500, and unemployment compensation. The form provides lines to report wages, taxable interest, unemployment income, deductions, tax credits, tax owed or refund amount. It includes worksheets to calculate the standard deduction and making work pay credit.
This document is an IRS Form 1040EZ for the 2010 tax year. It is for filing a basic federal income tax return for single or married taxpayers with no dependents who had only wage/salary income, interest under $1,500, and unemployment compensation. The form provides lines to report wages, taxable interest, unemployment income, deductions, tax credits, tax owed or refund amount. It includes worksheets to calculate the standard deduction and making work pay credit.
This document is an IRS Form 1040EZ for the 2010 tax year. It is a simplified tax return for single and married filing jointly taxpayers with no dependents.
The key information provided includes:
1) Personal information for the taxpayer such as name, address, social security number.
2) Income information including wages of $40,000 and no other taxable income.
3) Standard deduction of $9,350 since no one can claim the taxpayer as a dependent.
4) Tax owed of $6,188 calculated using the tax table in the instructions. No payments or credits to offset the amount owed.
This document is an IRS Form 1040EZ for individual income tax return filing for 2010. It contains information about the taxpayer such as name, address, social security number. The form shows the taxpayer's income of $40,000 in wages and requests standard deduction and exemption amounts. The taxpayer owes $6,188 in federal income tax.
This document is an IRS Form 1040EZ for the 2010 tax year. It provides instructions for filing a basic tax return for single or married taxpayers with no dependents who had income only from wages, salaries, tips, taxable interest, unemployment compensation, and Alaska Permanent Fund dividends of $1,500 or less. The form collects identifying information like names and social security numbers. It then requests information about income, tax withholdings, credits, and amount of refund or tax owed to calculate tax liability.
Form 9465-Installment Agreement Requesttaxman taxman
The document is an IRS form for requesting an installment agreement to pay back taxes owed. It provides instructions for taxpayers to set up a monthly payment plan rather than paying their full tax balance immediately. Key details include the monthly payment amount, date each payment will be due, and option to have payments automatically withdrawn from a checking account. The IRS will generally respond within 30 days to approve or deny the request, and set up the installment agreement if approved.
This document is an installment agreement form from the Mississippi Income Tax Bureau. It provides instructions for taxpayers to pay their tax liability in 12 or fewer equal monthly installments if they owe between $75 and $3,000. To qualify, the return must be filed on time and the form submitted with it. Interest of 1% per month accrues during the installment period. The agreement may be terminated for missed or late payments or if additional taxes become due. Bankruptcy may also void an existing installment agreement.
Form W-7_Application for IRS Individual Taxpayer Identification Numbertaxman taxman
This document is an application for an IRS Individual Taxpayer Identification Number (ITIN). It provides instructions for nonresident aliens who need an ITIN for U.S. tax filing purposes but are not eligible for a Social Security Number. Applicants must provide identifying information and documentation to verify their foreign status. Supporting documents can include a passport, visa, driver's license, or other identification. The application must be submitted along with tax forms requiring the ITIN or proof that an exception applies.
This document is an IRS Form 1040EZ for the 2010 tax year. It is a simplified tax return for single and married filing jointly taxpayers with no dependents.
The key information provided includes:
1) Personal information for the taxpayer including name, address, social security number.
2) Income information including wages from a W-2 of $55,000.
3) Standard deduction amount of $9,350 being claimed based on filing status.
4) Tax due of $7,588 calculated using the tax table in the instructions. No payments or credits are being claimed to offset the amount owed.
1) The document is an IRS Form 1040EZ for individual income tax return filing for the year 2010.
2) It shows an individual, Sophia C. Ziogas, filing as single with $60,000 in wages as their only income.
3) Based on the wages and standard deduction for a single filer, the taxpayer owes $8,838 in federal income tax.
Sophia C. Ziogas filed a single tax return for 2010 reporting $60,000 in wages. She is not eligible to claim any dependents or credits. Based on her $50,650 taxable income, she owes $8,838 in federal income tax.
Form 1040NR*-Nonresident Alien Income Tax Return taxman taxman
1) This document is the U.S. Nonresident Alien Income Tax Return (Form 1040NR) for the year 2008.
2) It provides instructions for nonresident aliens to report income that is effectively connected with a U.S. trade or business, as well as income from U.S. sources that is not effectively connected.
3) The form includes sections to report personal information, filing status, income, deductions, tax and credits, and payments and refunds.
1) The document is an IRS Form 1040EZ for individual income tax return filing for single or joint filers with no dependents for the year 2010.
2) It shows taxpayer information including name, address, social security number, and filing status. Income reported includes $60,000 of wages.
3) Standard deduction of $9,350 is claimed as the taxpayer is single with no dependents. Taxable income is $50,650 and federal income tax owed is $8,850.
This document is a payment agreement request form for the Utah State Tax Commission. It allows taxpayers to request a monthly payment plan if they cannot pay the full amount owed on their individual income tax return. Taxpayers provide personal information and details of the requested payment plan such as the monthly payment amount and due date. The form instructions explain how to complete the form and the requirements of the payment agreement if approved.
Similar to Form 8857-Request for Innocent Spouse Relief (20)
This document is an application for a California homebuyer's tax credit. It contains sections for the seller to certify that the home has never been occupied, as well as sections for the escrow company to provide closing details. Finally, there are sections for up to three qualified buyers to provide their contact and ownership information and certify that they intend to use the home as their primary residence for at least two years. The buyers will receive a tax credit of up to 5% of the home's purchase price or $10,000, whichever is less.
This document contains Forms 593-C and 593-E and instructions for real estate withholding in California for 2009. It explains that real estate withholding is a prepayment of estimated income tax due from gains on real estate sales in California. The Real Estate Escrow Person is responsible for providing the forms to sellers and withholding the appropriate amount based on the forms submitted.
This document provides instructions for completing Form 593-V Payment Voucher for Real Estate Withholding Electronic Submission. Key details include:
1) Form 593-V is used to remit real estate withholding payment to the Franchise Tax Board if Form 593 was filed electronically. It must include the withholding agent's identifying information and payment amount.
2) Payments can be made by check or money order payable to the Franchise Tax Board, or through electronic funds transfer for large payments. The payment must match the electronically filed Form 593.
3) Payments are due within 20 days of the end of the month in which the real estate transaction occurred. Interest and penalties
This document provides instructions for California real estate withholding on installment sales. It explains that for tax years beginning on or after January 1, 2009, the buyer is required to withhold taxes on the principal portion of each installment payment for properties sold via an installment sale. The form guides the buyer through providing their contact information, the seller's information, acknowledging the withholding requirement, and signing to indicate they understand their obligation to withhold taxes and send payments to the state. Escrow agents are instructed to send the initial withholding amount to the state and provide copies of documents to help facilitate ongoing withholding as future installment payments are made.
This document is a California Form 593-C, which is a Real Estate Withholding Certificate. It allows a seller of California real estate to certify exemptions from real estate withholding requirements. The form has four parts: seller information, certifications that fully exempt from withholding, certifications that may partially or fully exempt, and the seller's signature. Checking boxes in Part II or III can allow full or partial exemption from the default 3 1/3% withholding on the sales price of California real estate.
This document is a California Form 593 for real estate withholding tax. It contains information about the withholding agent, seller or transferor, escrow or exchange details, and transaction details. The form requires the seller to sign a perjury statement if electing an optional gain on sale calculation method rather than the default 3 1/3% of total sales price withholding amount.
This document provides instructions for completing Form 592-V, the payment voucher for electronically filed Form 592 (Quarterly Resident and Nonresident Withholding Statement) and Form 592-F (Foreign Partner or Member Annual Return). Key details include verifying complete information is provided on the voucher, rounding cents to dollars, mailing the payment and voucher to the Franchise Tax Board by the payment due date, and interest and penalties for late payments.
This document is a California Form 592-B for the tax year 2009. It provides instructions for withholding agents and recipients regarding nonresident and resident withholding. Key details include:
- Form 592-B is used to report income subject to withholding and the amount of California tax withheld.
- It must be provided to recipients by January 31 and to foreign partners by the 15th day of the 4th month following the close of the taxable year.
- The recipient should attach Copy B to their California tax return to claim the withholding amount.
This document is a Foreign Partner or Member Quarterly Withholding Remittance Statement form for tax year 2009 from the California Franchise Tax Board. It contains instructions for three installment payments due by the 15th day of the 4th, 6th, and 9th months of the tax year. The form collects identifying information about the Withholding Agent such as name, address, ID number, and payment amounts to be remitted to the Franchise Tax Board.
This document is a Quarterly Resident and Nonresident Withholding Statement form for tax year 2009. It is used to report tax amounts withheld from payments made to independent contractors, recipients of rents/royalties, distributions to shareholders/partners/beneficiaries, and other types of income. The form includes sections to enter information about the withholding agent, types of income, amounts of tax withheld and due, and a schedule of payees listing details of payments made and tax withheld for each recipient. Instructions are provided on filing deadlines, common errors to avoid, electronic filing requirements, interest and penalties.
This document is a Nonresident Withholding Exemption Certificate form used to certify an exemption from withholding on distributions of previously reported income from an S corporation, partnership, or LLC. It allows a nonresident shareholder, partner, or member to claim exemption if the income represented by the distribution was already reported on their California tax return. The form requires information about the entity and individual, and certification that the income has been reported. It is to be kept by the entity and presented to claim exemption from withholding requirements on distributions of prior year income.
This document is a Withholding Exemption Certificate form from the California Franchise Tax Board. It allows individuals and entities to certify an exemption from California nonresident income tax withholding. The form contains checkboxes for different types of taxpayers, including individuals, corporations, partnerships, LLCs, tax-exempt entities, and trusts, to claim an exemption based on their status. It requires the taxpayer's name, address, and signature to certify that the information provided is true and correct.
This document is a request form for a waiver of nonresident withholding in California. It requests information about the requester, withholding agent, and payees. The requester provides their name and address and selects the type of income payment for which a waiver is requested. The withholding agent's name and address are also provided. In the vendor/payee section, names, addresses, and tax identification numbers are listed along with the reason for waiver request. Reasons include having current tax returns on file, making estimated payments, being a member of a combined reporting entity, or other special circumstances. The form is signed under penalty of perjury.
This document is a Nonresident Withholding Allocation Worksheet (Form 587) used to determine if withholding of income tax is required for payments made by a withholding agent to a nonresident vendor/payee. The vendor/payee provides information about the types of payments received and allocation of income between California and other states. The withholding agent uses this information to determine if withholding of 7% is required based on the amount of California-source income payments exceeding $1,500.
This document is a tax return form for California's nonadmitted insurance tax. It provides instructions for calculating taxes owed on insurance premiums paid to insurers not authorized to conduct business in California. The form includes sections to enter the taxpayer's information, identify the tax period and insurance contracts, compute the tax amount, and make payments or claim refunds. It also provides directions on filing amended returns, payment due dates, and authorizing a third party to discuss the filing with the tax agency.
The document provides instructions for Form 541-ES, which is used to calculate and pay estimated tax for estates and trusts. Key details include:
- Estimated tax payments for 2009 are now required to be 30% of the estimated tax liability for the 1st and 2nd installments and 20% for the 3rd and 4th installments.
- Estates and trusts with a 2009 adjusted gross income of $1,000,000 or more must base estimated tax payments on their 2009 tax liability rather than the prior year's tax.
- The form and instructions provide guidance on calculating estimated tax, payment due dates, and how to complete and submit Form 541-ES.
This document provides instructions for California taxpayers to estimate their tax liability and make estimated tax payments for tax year 2009. Key details include:
- Taxpayers must make estimated payments if they expect to owe $500 or more in tax for 2009 after subtracting withholding and credits.
- Payments are due April 15, June 15, September 15 of 2009, and January 15 of 2010.
- A worksheet is provided to help calculate estimated tax liability based on 2008 tax return or expected 2009 income.
- Failure to make required estimated payments may result in penalties. Electronic payment is required for payments over $20,000.
This document provides instructions for making estimated tax payments for individuals in California. It includes:
1) Directions for making online payments through the Franchise Tax Board website for ease and to schedule payments up to a year in advance.
2) A form for making estimated tax payments by mail on April 15, June 15, September 15, and January 15 that includes fields for name, address, amounts owed, and payment instructions.
3) Reminders not to combine estimated tax payments with tax payments from the previous year and to write your name and identification number on the check.
This document contains contact information for the California Franchise Tax Board. It lists phone numbers and addresses for various tax-related services, including automated phone services, taxpayer assistance, tax practitioner services, and departments within the FTB that handle issues like collections, bankruptcy, and deductions. The board members and executive officer are also named.
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Form 8857-Request for Innocent Spouse Relief
1. 8857 Request for Innocent Spouse Relief
Form
OMB No. 1545-1596
(Rev. June 2007)
Department of the Treasury
Do not file with your tax return. See separate instructions.
Internal Revenue Service (99)
Important things you should know
Answer all the questions on this form that apply, attach any necessary documentation, and sign on page 4. Do not delay
filing this form because of missing documentation. See instructions.
By law, the IRS must contact the person who was your spouse for the years you want relief. There are no exceptions,
even for victims of spousal abuse or domestic violence. Your personal information (such as your current name, address,
and employer) will be protected. However, if you petition the Tax Court, your personal information may be released. See
instructions for details.
If you need help, see How To Get Help in the instructions.
Part I Should you file this form? You must complete this part for each tax year.
Tax Year 1 Tax Year 2 Tax Year 3*
Enter each tax year you want relief. It is important to enter the correct year. For example,
1
if the IRS used your 2006 income tax refund to pay a 2004 tax amount you jointly owed,
1
enter tax year 2004, not tax year 2006
Caution. The IRS generally cannot collect the amount you owe until your request for each
year is resolved. However, the time the IRS has to collect is extended. See Collection
Statute of Limitations on page 3 of the instructions.
2 Check the box for each year you would like a refund if you qualify for relief. You may
2
be required to provide proof of payment. See instructions
Yes No Yes No Yes No
Did the IRS use your share of the joint refund to pay any of the following past-due
3
debts of your spouse: federal tax, state income tax, child support, spousal support,
or federal non-tax debt such as a student loan?
If “Yes,” stop here; do not file this form for that tax year. Instead, file Form 8379. See
instructions.
3
If “No,” go to line 4
4 Did you file a joint return for the tax year listed on line 1?
If “Yes,” skip line 5 and go to line 6.
4
If “No,” go to line 5
5 If you did not file a joint return for that tax year, were you a resident of Arizona,
California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, or Wisconsin?
If “Yes,” see Community Property Laws on page 2 of the instructions.
5
If “No” on both lines 4 and 5, stop here. Do not file this form for that tax year
*If you want relief for more than 3 years, fill out
an additional form.
Part II Tell us about yourself
6 Your current name (see instructions) Your social security number
Your current home address (number and street). If a P.O. box, see instructions. Apt. no. County
City, town or post office, state, and ZIP code. If a foreign address, see instructions. Best daytime phone number
( )
Part III Tell us about you and your spouse for the tax years you want relief
7 Who was your spouse for the tax years you want relief? File a separate Form 8857 for tax years involving different spouses or
former spouses.
That person’s current name Social security number (if known)
Current home address (number and street) (if known). If a P.O. box, see instructions. Apt. no.
City, town or post office, state, and ZIP code. If a foreign address, see instructions. Best daytime phone number
( )
8857
For Privacy Act and Paperwork Reduction Act Notice, see instructions. Cat. No. 24647V Form (Rev. 6-2007)
2. 2
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
/ /
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)
3. 3
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.
Explain
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
$ $ $
$ $ $
$ $ $
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
Explain anything else you want to tell us about your household finances
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)
4. 4
Form 8857 (Rev. 6-2007) Page
Part V Tell us about your current financial situation
20 Tell us the number of people currently in your household. Adults Children
21 Tell us your current average monthly income and expenses for your entire household. If family or friends are helping to support
you, include the amount of support as gifts under Monthly income. Under Monthly expenses, enter all expenses, including expenses
paid with income from gifts.
Monthly income Amount Monthly expenses Amount
Federal, state, and local taxes deducted
Gifts from your paycheck
Wages (Gross pay) Rent or mortgage
Pensions Utilities
Unemployment Telephone
Social security
Food
Government assistance, such as housing,
food stamps, grants Car expenses, payments, insurance, etc.
Alimony Medical expenses, including medical
insurance
Child support Life insurance
Self-employment business income Clothing
Rental income Child care
Interest and dividends Public transportation
Other income, such as disability Other expenses, such as real estate
payments, gambling winnings, etc. taxes, child support, etc.
List the type below: List the type below:
Type Type
Type Type
Type Type
Total Total
22 Please provide any other information you want us to consider in determining whether it would be unfair to hold you liable
for the tax. If you need more room, attach more pages. Be sure to write your name and social security number on the top of all
pages you attach.
Caution
By signing this form, you understand that, by law, we must contact the person on line 7. See instructions for details.
Sign Under penalties of perjury, I declare that I have examined this form and any accompanying schedules and statements, and to
the best of my knowledge and belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based
Here on all information of which preparer has any knowledge.
Your signature Date
Keep a copy
for your
records.
Date Preparer’s SSN or PTIN
Preparer’s
Paid Check if
signature self-employed
Preparer’s Firm’s name (or yours EIN
Use Only if self-employed), code Phone no. ( )
address, and ZIP
8857
Form (Rev. 6-2007)