Get the free Form 8821

Form 8821 allows individuals to authorize an appointee to inspect or receive confidential tax information from the IRS regarding specific types of taxes and periods. This form must be signed and dated

How to fill out form 8821

How to fill out Form 8821

1. Obtain Form 8821 from the IRS website or your tax professional.
2. Fill out your name, address, and Social Security Number (SSN) at the top of the form.
3. Provide the name, address, and SSN or Employer Identification Number (EIN) of the individual or entity you want to authorize.
4. Check the box for the type of tax for which you are authorizing the representative (e.g., income tax, estate tax).
5. Specify the tax years or periods for which you are granting authorization.
6. Sign and date the form to confirm your submission.
7. Submit the completed form to the IRS or the relevant state tax authority.

Who needs Form 8821?

1. Individuals who want to authorize someone else to receive their tax information.
2. Taxpayers who need to let an accountant or tax professional handle their tax matters.
3. Anyone who is filing tax returns on behalf of another individual.

People Also Ask about

Is form 8821 a power of attorney?

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.

What is a 8821 tax form for?

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.

What is the IRS form for power of attorney?

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.

What is the difference between 8821 and 2848?

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.

What is the difference between IRS form 8821 and 4506?

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.

What is the difference between IRS form 8821 and 4506?

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.

What is the purpose of the 8821 form?

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.

For pdfFiller’s FAQs

What is Form 8821?

Form 8821 is a form used by taxpayers to authorize an individual or organization to receive and inspect their tax information from the IRS. It is known as the 'Tax Information Authorization' form.

Who is required to file Form 8821?

Taxpayers who want to grant permission for someone else to access their tax information are required to file Form 8821. This can include individuals, businesses, and organizations.

How to fill out Form 8821?

To fill out Form 8821, a taxpayer must provide their identifying information such as name, address, and Social Security number, as well as the name and information of the designated representative. They must specify the type of tax information being authorized for release and sign the form.

What is the purpose of Form 8821?

The purpose of Form 8821 is to grant third parties permission to access a taxpayer's confidential tax information from the IRS without transferring the rights of the taxpayer. This allows the representative to help the taxpayer with tax matters.

What information must be reported on Form 8821?

On Form 8821, taxpayers must report their full name, address, and taxpayer identification number, along with the representative's name, address, and phone number. They should also indicate the types of tax information being authorized for release and provide any specific tax periods involved.