Screen 8857-3 - Spousal Abuse and Other Information (1040)

Form 8857 - Domestic Violence or Spousal Abuse

Use this section to enter information to complete the eligibility questions in Form 8857, Part V.
Enter
X
if you answered yes in the
Was innocent spouse victim of spousal abuse/domestic violence?
field, and the innocent spouse does not want the IRS to put a code on the account associated with this filing of Form 8857.
Explain the spousal abuse or domestic violence situation, when it began, how it affected the innocent spouse and their family, and how the abuse affected the ability of the innocent spouse to question the items reported on or the payment due on the tax return. Attach required documentation (i.e. police reports, etc.), per the Form 8857 instructions.

Refund and Additional Information

Use this section to enter information to complete the questions in Form 8857, Parts VI and VII.
The IRS will refund only payments the innocent spouse already paid with their own money. Attach the statements of proof to the form. Proof is not required if the IRS used the individual refund to pay a tax owed on a joint tax return for a different year.
Enter
X
in the field for the filing instructions to indicate that a copy of the bank statement or canceled check should be attached to Form 8857.
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