Form preview

Get the free IRS Form 8821 - Connect Home Loans - connecthomeloans

Get Form
8821 OMB No. 1545-1165 For IRS Use Only Received by: (Rev. December 1995) Name Department of the Treasury Telephone Internal Revenue Service
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign irs form 8821

Edit
Edit your irs form 8821 form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your irs form 8821 form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit irs form 8821 online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Here are the steps you need to follow to get started with our professional PDF editor:
1
Register the account. Begin by clicking Start Free Trial and create a profile if you are a new user.
2
Upload a file. Select Add New on your Dashboard and upload a file from your device or import it from the cloud, online, or internal mail. Then click Edit.
3
Edit irs form 8821. Rearrange and rotate pages, add and edit text, and use additional tools. To save changes and return to your Dashboard, click Done. The Documents tab allows you to merge, divide, lock, or unlock files.
4
Get your file. When you find your file in the docs list, click on its name and choose how you want to save it. To get the PDF, you can save it, send an email with it, or move it to the cloud.
The use of pdfFiller makes dealing with documents straightforward.

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out irs form 8821

Illustration

How to fill out IRS Form 8821:

01
Begin by downloading Form 8821 from the official IRS website or obtain a physical copy from a local IRS office. Ensure you have the most recent version of the form.
02
The first section of the form requires you to provide your personal information, including your name, Social Security number, address, and phone number. Fill in these details accurately.
03
If you are authorizing someone else to act on your behalf, provide their name, address, and phone number in the designated area. Indicate the specific tax matters and years you are authorizing the individual to access or disclose information about.
04
Section 2 of the form allows you to designate a third-party recipient, such as an attorney or tax professional, who will receive copies of your tax information. Provide their name, address, and phone number in this section.
05
In Section 3, you can restrict the designated third party from receiving tax refund checks or making tax payments on your behalf. If you choose to restrict these activities, mark the appropriate box.
06
Review the form once again to ensure all the information provided is accurate and complete. Check for any spelling errors or missing details.
07
Sign and date the form in the appropriate fields. If you are authorizing someone else to act on your behalf, they must also sign and date the form.
08
Make a copy of the completed Form 8821 for your records before submitting it to the IRS. You can mail the form to the address provided in the instructions or deliver it in person to your local IRS office.

Who needs IRS Form 8821:

01
Taxpayers who want to authorize someone else, such as a tax professional or attorney, to access their tax information and discuss it with the IRS.
02
Individuals who need to designate a third party to receive copies of their tax information.
03
Taxpayers who want to limit the activities a designated third party can perform on their behalf, such as restricting them from receiving tax refund checks or making tax payments.
04
Anyone who wants to grant authority to another person for specific tax matters or certain tax years.
Please note that the information provided here is a general overview and it is advisable to consult the instructions accompanying Form 8821 or seek professional tax advice for specific situations.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.0
Satisfied
51 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

It's easy to make your eSignature with pdfFiller, and then you can sign your irs form 8821 right from your Gmail inbox with the help of pdfFiller's add-on for Gmail. This is a very important point: You must sign up for an account so that you can save your signatures and signed documents.
The pdfFiller mobile app makes it simple to design and fill out legal paperwork. Complete and sign irs form 8821 and other papers using the app. Visit pdfFiller's website to learn more about the PDF editor's features.
Use the pdfFiller mobile app to complete your irs form 8821 on an Android device. The application makes it possible to perform all needed document management manipulations, like adding, editing, and removing text, signing, annotating, and more. All you need is your smartphone and an internet connection.
IRS Form 8821 is the Tax Information Authorization form.
Individuals or entities who want to authorize someone else to access their tax information.
Fill out the form with the necessary personal information and specify who you are authorizing to access your tax information.
The purpose of IRS Form 8821 is to authorize a third party to access your tax information.
Personal information such as name, address, SSN, and the information of the authorized representative.
Fill out your irs form 8821 online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.