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Form 8821 authorizes any individual, corporation, firm, organization, or partnership to inspect and/or receive confidential tax information from the IRS for specific 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 the taxpayer's name and social security number in Part I.
03
Enter the name, address, and phone number of the appropriate recipient in Part II.
04
Specify the type of tax and years or periods for which the authorization is granted in Part III.
05
If you are signing on behalf of someone else, fill out Part IV with your information and relationship to the taxpayer.
06
Sign and date the form in the designated area.
07
Submit the completed form to the IRS for processing.

Who needs Form 8821?

01
Individuals who wish to authorize someone else to receive their tax information from the IRS.
02
Taxpayers who need a tax professional or representative to handle their tax matters.
03
Anyone who wants to give access to their tax records to a family member or a financial advisor.
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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.
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 tax form used to authorize an individual or organization to receive confidential tax information from the IRS on behalf of the taxpayer.
Any taxpayer who wants to allow another person or entity to receive their confidential tax information from the IRS is required to file Form 8821.
To fill out Form 8821, provide your name, address, and tax identification number at the top of the form, followed by the name and address of the person or organization you are authorizing. Specify the tax matters and years for which the authorization applies.
The purpose of Form 8821 is to allow the designated individual or organization to legally access the taxpayer’s confidential tax information and communicate with the IRS on the taxpayer's behalf.
The information that must be reported on Form 8821 includes the taxpayer's details, the recipient's details, the types of tax matters, and the specific tax periods covered by the authorization.
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