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Form 8821 authorizes any individual, corporation, firm, organization, or partnership you designate to inspect and/or receive your confidential information in any office of the IRS for the type of
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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 your tax professional.
02
Fill out your name and address in Part 1.
03
Provide your taxpayer identification number (TIN) in the appropriate box.
04
In Part 2, indicate the type of tax for which you are authorizing disclosure.
05
Designate the recipient you are authorizing to receive your tax information by filling in their name, address, and TIN.
06
Specify the tax years or periods for which the authorization is valid.
07
Sign and date the form at the bottom.
08
Submit the completed form to the IRS or directly to the authorized recipient.

Who needs Form 8821?

01
Individuals or entities looking to authorize someone else to receive their tax information.
02
Taxpayers who want to give a family member, attorney, or accountant access to their tax records.
03
Anyone who needs to allow another person to discuss their tax matters with the IRS.
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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 a document used in the United States for taxpayers to authorize an individual or organization to receive and inspect their tax information from the IRS.
Any individual or entity who wants to grant permission to someone else to access their tax information is required to file Form 8821.
To fill out Form 8821, you need to provide your name, address, Social Security number or EIN, details of the person being authorized, the type of tax information being requested, and the taxable years applicable.
The purpose of Form 8821 is to allow taxpayers to authorize third parties to obtain their tax information from the IRS without granting them authority to act on their behalf.
The information that must be reported on Form 8821 includes the taxpayer's identifying information, the name and contact details of the designated individual or organization, the specific tax information being requested, and the years or periods applicable.
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