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This form is used to authorize an appointee to inspect and/or receive confidential tax information from the IRS regarding specific tax matters. Taxpayers must complete all applicable lines and sign
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How to fill out form 8821

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How to fill out Form 8821

01
Obtain a copy of Form 8821 from the IRS website or a physical location.
02
Fill in the taxpayer's name, address, and identifying number (such as Social Security Number or Employer Identification Number).
03
Provide the name, address, and identifying number of the designated third party who will receive the tax information.
04
Specify the type of tax information that can be disclosed by checking the appropriate boxes.
05
Indicate the tax years or periods for which the authorization applies.
06
Sign and date the form to verify that the information provided is complete and accurate.
07
Submit the completed Form 8821 to the appropriate IRS office.

Who needs Form 8821?

01
Taxpayers who want to authorize someone else to receive their tax information.
02
Individuals or entities needing to manage tax matters on behalf of the taxpayer, such as family members, tax professionals, or legal representatives.
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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.
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 in the United States for authorizing an individual or organization to receive confidential tax information from the IRS.
Any taxpayer who wants to authorize someone else to receive their tax information from the IRS must file Form 8821.
To fill out Form 8821, you must provide your name, address, and taxpayer identification number, as well as the name and address of the person you are authorizing. You'll also need to specify the types of tax information that may be disclosed and the tax years that are covered.
The purpose of Form 8821 is to grant permission to a designated individual or organization to access your tax information for specified tax purposes.
Form 8821 requires reporting of the taxpayer's information, the appointee's details, the type of tax information being authorized for disclosure, and the specific years or periods of tax information that the authorization covers.
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