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Form 8821 authorizes the designated appointee to inspect and/or receive confidential tax information from the IRS for specified tax matters and periods.
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How to fill out form 8821

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How to fill out Form 8821

01
Obtain Form 8821 from the IRS website or a local IRS office.
02
Fill in your name, address, and taxpayer identification number at the top of the form.
03
Provide the name and address of the individual or organization you are authorizing to receive your tax information.
04
Check the appropriate box to specify which type of tax information is being authorized.
05
Specify the tax years or periods for which the authorization applies.
06
Sign and date the form at the bottom.
07
Submit the completed form to the IRS according to the instructions provided.

Who needs Form 8821?

01
Individuals or businesses who wish to allow someone else to receive their tax information from the IRS.
02
Tax professionals who need access to a client's tax information to manage their tax matters.
03
Trustees or representatives appointed to handle tax affairs of a deceased person or an incapacitated individual.
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People Also Ask about

IRS Form 8821, Tax Information Authorization, allows you certain access to your client's information. In that way, it is similar to a power of attorney but grants less authority. The biggest difference between Form 2848 and Form 8821 is that the latter does not allow you to represent your client to the IRS.
You can choose a person to research your IRS account for you. IRS Form 8821, Tax Information Authorization, allows the individual, corporation, firm, organization, or partnership that you choose to obtain information about your tax account from the IRS, but they cannot act on your behalf.
Use Form 2848 to authorize an individual to represent you before the IRS. The individual you authorize must be a person eligible to practice before the IRS.
Form 2848, Power of Attorney and Declaration of Representative PDF when you want to authorize an individual to represent you before the IRS, or. Form 8821, Tax Information Authorization PDF, when you want to name an individual to inspect confidential tax return information related to the bond issuance.
Extended Consent Validity: Unlike the 4506 form, where consent to request transcripts expires after 120 days, the 8821 form allows for transcript requests for up to three years after execution.
Extended Consent Validity: Unlike the 4506 form, where consent to request transcripts expires after 120 days, the 8821 form allows for transcript requests for up to three years after execution.
Form 8821 authorizes the IRS to disclose your confidential tax information to the person you appoint. This form is provided for your convenience and its use is voluntary. The information is used by the IRS to determine what confidential tax information your appointee can inspect and/or receive.

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Form 8821 is the IRS form used to authorize a third party to receive and inspect the confidential tax information of a taxpayer.
Any taxpayer who wishes to allow a third party, such as a tax professional, to access their tax information must file Form 8821.
To fill out Form 8821, the taxpayer must provide their personal information, the information of the authorized third party, the type of tax information being authorized, and sign the form.
The purpose of Form 8821 is to grant permission for an individual or organization to receive and inspect the taxpayer's confidential tax information from the IRS.
Form 8821 requires the taxpayer's name, address, Social Security number or EIN, the authorized third party's name and address, the type of tax and tax years or periods for which the authorization applies.
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