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Names should appear as they did on the joint return for the tax year in question

Names should appear as they did on the joint return for the tax year in question 2026

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The document is Form 84 from the Massachusetts Department of Revenue, which serves as an application for relief from joint income tax liability. It outlines the process for individuals seeking innocent spouse relief, detailing necessary information and documentation required for submission. The form emphasizes the importance of accuracy in reporting tax years and provides instructions for applicants regarding their rights and responsibilities, including the sharing of information with the other spouse. It also explains the procedures for applying before or after a tax assessment.

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Click ‘Get Form’ to open it in the editor.
Begin by entering the tax year(s) for which relief is being requested. Ensure you input the correct year, as specified in the instructions.
Fill in your name and Social Security number accurately. This information must match what was reported on your joint return.
Provide your contact details, including phone number, city/town, state, and email address.
Next, enter your spouse's name and Social Security number. Again, ensure this matches their information from the joint return.
Complete the address fields for both you and your spouse, including street address and zip code.
Answer all questions in the questionnaire section thoroughly. Attach any necessary documentation that supports your claim for relief.
Finally, review all entries for accuracy before signing and dating the declaration at the bottom of the form.

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Versions	Form popularity	Fillable & printable
2023	4.4 Satisfied (49 Votes)
2022	4.6 Satisfied (56 Votes)
2019	4.2 Satisfied (53 Votes)
2012	4 Satisfied (39 Votes)

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Names should appear as they did on the joint return for the tax year in question 2026

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How to use or fill out Names should appear as they did on the joint return for the tax year in question