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Form 8821, Tax Information Authorization (Rev. .... New Mexico, North Dakota, Oklahoma, .... state remove all years/periods instead of listing the specific tax ...

How to fill out tax information authorization

How to fill out tax information authorization:

1. Obtain the required form: The first step is to locate the tax information authorization form. This form is typically provided by the tax authority or can be obtained online.
2. Provide personal information: Fill out your personal details accurately. This may include your full name, social security number, address, and contact information.
3. Specify the tax years: Indicate the specific tax years for which you are authorizing the release of your information. This is important as it determines the scope of authorization.
4. Sign and date the form: Review the form thoroughly and make sure all the required fields are filled out. Sign and date the form at the designated spots.
5. Retain a copy: Before submitting the form, make a copy for your records. This will serve as proof that you have authorized the release of your tax information.

Who needs tax information authorization:

1. Individuals: Any individual who wishes to authorize the release of their tax information to a third party, such as a tax preparer or financial advisor, will need to fill out the tax information authorization form.
2. Businesses: Companies may also require tax information authorization when they need to grant permission for a third party to access their tax records or represent them in tax matters.
3. Representatives: In some cases, a representative, such as a legal guardian or power of attorney holder, may need tax information authorization to handle tax-related affairs on behalf of someone else.

For pdfFiller’s FAQs

What is tax information authorization?

Tax information authorization is a form that allows a third party to access and discuss a taxpayer's confidential tax information with the IRS.

Who is required to file tax information authorization?

Taxpayers who want a third party, such as a tax preparer or financial advisor, to access their tax information are required to file tax information authorization.

How to fill out tax information authorization?

Tax information authorization can be filled out by submitting Form 8821 or Form 2848 to the IRS, providing the necessary information and signatures.

What is the purpose of tax information authorization?

The purpose of tax information authorization is to allow designated third parties to access and discuss a taxpayer's confidential tax information with the IRS.

What information must be reported on tax information authorization?

Tax information authorization must include the taxpayer's name, social security number, the name of the authorized party, and the specific tax information being authorized for disclosure.

How can I send tax information authorization to be eSigned by others?

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