Get the free IRS Form 8821 - McDaniel Tax and Administrative Services

Form 8821 OMB No. 1545-1165 Tax Information Authorization For IRS Use Only Received by: (Rev. August 2008) ? Do not sign this form unless all applicable lines have been completed. Department of the

How to fill out irs form 8821

How to Fill Out IRS Form 8821:

Start by gathering the necessary information:

1. Make sure you have your personal details such as full name, Social Security number, and current address readily available.
2. If you are authorizing someone else to represent you, gather their information as well, including their name, address, and their tax identification number.
3. Form 8821 allows you to authorize someone to access specific tax information and perform certain actions on your behalf.
4. Determine whether you want to grant them access to individual tax returns, business tax returns, or both.

Fill out the taxpayer information section:

1. Provide your full name, Social Security number, and current address in the designated fields on the form.
2. If filing jointly, include your spouse's information as well.

Decide on the authorized representative:

1. Determine who you want to authorize as your representative, whether it's a tax professional or another trusted individual.
2. Fill out their information accurately, including their name, address, and tax identification number, if applicable.

Specify the tax information and actions you are authorizing:

1. Use the checkboxes on the form to select the specific tax forms, years, and actions you want to authorize the representative for.
2. Indicate whether the authorization is for future years or if it includes prior years as well.

Review and sign:

1. Carefully review all the information provided on the form to ensure accuracy and completeness.
2. Sign and date the form in the designated areas. If you are filing jointly, your spouse should also sign the form.

Who Needs IRS Form 8821:

Taxpayers requiring assistance or representation:

1. Individuals who need help with tax matters or want a tax professional to represent them before the IRS often use Form 8821.
2. It allows taxpayers to grant authority to someone else to handle their tax affairs, access their tax information, and communicate with the IRS on their behalf.

Business entities and organizations:

1. Business entities, including partnerships, corporations, and trusts, may also need to fill out Form 8821.
2. It authorizes individuals or tax professionals to access business tax information, file returns, and represent the organization in dealings with the IRS.

Individuals unable to handle their own tax affairs:

1. Some individuals may be unable to manage their own tax matters due to physical or mental limitations.
2. In such cases, a legal guardian, power of attorney holder, or another trusted person can fill out Form 8821 to act on their behalf.

For pdfFiller’s FAQs

What is irs form 8821?

IRS Form 8821 is a tax form used to authorize a representative to receive a taxpayer's confidential information.

Who is required to file irs form 8821?

Taxpayers who want to authorize a representative to receive their confidential information are required to file IRS Form 8821.

How to fill out irs form 8821?

To fill out IRS Form 8821, the taxpayer needs to provide their personal information, the representative's information, and specify the type of information the representative is authorized to receive.

What is the purpose of irs form 8821?

The purpose of IRS Form 8821 is to allow taxpayers to authorize a representative to receive their confidential tax information and perform certain actions on their behalf.

What information must be reported on irs form 8821?

On IRS Form 8821, the taxpayer must provide their name, tax identification number, the representative's name, address, and tax identification number, as well as the specific tax information the representative is authorized to receive.

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