Get the free Form 8821

This form authorizes an individual, corporation, firm, organization, or partnership to inspect and/or receive confidential tax information from the IRS for specific types of tax and periods as listed.

How to fill out form 8821

How to fill out Form 8821

1. Download Form 8821 from the IRS website or obtain a physical copy.
2. Fill in the taxpayer's name, address, and social security number (or employer identification number).
3. Enter the name, address, and phone number of the appointee (the person you're allowing to receive your tax information).
4. Check the box to indicate if you want to authorize the appointee to receive notices and other communications.
5. Specify the type of tax information for which you are granting access (e.g., income tax, employment tax, etc.).
6. Indicate the tax years or periods for which the appointee is authorized to receive information.
7. Sign and date the form. The signature must be from the taxpayer or a duly authorized person, such as a spouse or legal representative.
8. Submit the form to the IRS by mailing it to the appropriate address listed in the form instructions.

Who needs Form 8821?

1. Anyone who wishes to authorize another individual or entity to receive their tax information from the IRS.
2. Taxpayers who require someone to manage their tax matters, such as a tax professional or family member.
3. Individuals who want to allow representatives to handle specific tax types or years with the IRS.

People Also Ask about

What happens after I submit form 8821?

After you submit the form You'll get an email when the form is successfully submitted. We don't notify you when the form is processed. For an estimated processing time, check Form 2848 and 8821 processing status. We process forms in the order we receive them, whether submitted online, by fax or mail.

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 a form 8821 used for?

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.

Is form 8821 mandatory?

When is Form 8821 required? Form 8821 should be filed when: A tax preparer, advisor, or third-party needs to access your IRS data for a specific task. You want someone to monitor your tax account for updates or issues.

Does form 8821 let me represent someone?

Form 8821 doesn't authorize your designee to speak on your behalf; to execute a request to allow disclosure of return or return information to another third party; to advocate your position regarding federal tax laws; to execute waivers, consents, closing agreements; or represent you in any other manner before the IRS.

For pdfFiller’s FAQs

What is Form 8821?

Form 8821 is a document used by taxpayers to authorize a third party to receive and inspect their tax information from the IRS.

Who is required to file Form 8821?

Taxpayers who wish to authorize someone else to access their tax information are required to file Form 8821.

How to fill out Form 8821?

To fill out Form 8821, taxpayers should provide their personal information, designate the third party by entering their name and address, specify the types of tax information authorized, and sign the form.

What is the purpose of Form 8821?

The purpose of Form 8821 is to give the designated third party the legal authority to receive and review the taxpayer's tax information from the IRS.

What information must be reported on Form 8821?

Form 8821 must include the taxpayer's name, address, Social Security number or EIN, the name and address of the authorized third party, the type of tax information they are allowed to access, and the taxpayer's signature.