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Apply to have your share of the overpayment refunded to you

Apply to have your share of the overpayment refunded to you 2026

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Form CT-8857 is a request for Innocent Spouse Relief, allowing individuals to seek relief from tax liability incurred due to erroneous items reported by a spouse on a joint tax return. The form outlines eligibility criteria, including the requirement of having filed a joint return and provides instructions for completing the form, including sections for personal information, details about the nonrequesting spouse, and specific circumstances that may qualify for relief. It also emphasizes the need for additional statements and documentation to support the request.

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Click ‘Get Form’ to open it in the editor.
Begin by entering your current name and Social Security Number (SSN) in Part I. Ensure accuracy as this information is crucial for processing.
In Part II, specify the year(s) for which you are requesting relief. Provide details about your spouse, including their name and SSN.
Proceed to Part III if there is an understatement of tax. Answer questions regarding your marital status and separation from your spouse.
In Part IV, indicate if the understatement of tax is due to erroneous items from your spouse. Attach a statement explaining why you qualify for innocent spouse relief.
Complete Part VI by answering all questions thoroughly. This section is essential for determining eligibility for relief.
Finally, sign and date the declaration in Part VII before submitting your form through our platform.

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