Get the free Instructions for Form 8821 (Rev. February 2020). Instructions for Form 8821,Tax Info...

Instructions for Form 8821Department of the Treasury Internal Revenue Service(Rev. February 2020)Tax Information Authorization Section references are to the Internal Revenue Code unless otherwise

How to fill out instructions for form 8821

How to fill out instructions for form 8821

1. Gather all the necessary information and documents needed to complete Form 8821, such as the taxpayer's name, social security number, and the information of the representative you are authorizing.
2. Begin by completing the taxpayer information section of the form. This includes providing the taxpayer's name, address, and social security number.
3. Indicate the specific tax form(s) or type(s) of tax matters for which you are authorizing the representative to act on your behalf.
4. Fill in the representative information section, including their name, address, and phone number.
5. Ensure that the representative is aware of the scope of their authority and any specific limitations you wish to impose.
6. Review the completed form for accuracy and completeness before signing and dating it.
7. Once the form is fully filled out, you can either send it to the appropriate Internal Revenue Service (IRS) address or submit it electronically through the IRS e-Services platform, if eligible.
8. Retain a copy of the completed form for your records.

Who needs instructions for form 8821?

1. Individual taxpayers who want to authorize a representative, such as an attorney, certified public accountant (CPA), or enrolled agent, to receive and/or inspect their confidential tax information from the Internal Revenue Service (IRS) need instructions for Form 8821.
2. Taxpayers who are unable to handle their own tax matters or prefer to have someone else handle them also need these instructions.

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What is instructions for form 8821?

Instructions for Form 8821 provide guidance on how to authorize an individual or organization to receive confidential tax information from the IRS on behalf of the taxpayer.

Who is required to file instructions for form 8821?

Anyone who wishes to authorize a third party to access their tax information must file Form 8821.

How to fill out instructions for form 8821?

To fill out Form 8821, provide the taxpayer's information, the designated third party's information, and specify the type of information being authorized for disclosure.

What is the purpose of instructions for form 8821?

The purpose of instructions for Form 8821 is to inform taxpayers on how to properly complete the form to grant access to their tax information.

What information must be reported on instructions for form 8821?

Form 8821 requires the taxpayer's name, address, Social Security number or Employer Identification Number, and the name and address of the third party authorized to receive information.