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Form 8821 authorizes any individual, corporation, firm, organization, or partnership you designate to inspect and/or receive your confidential information in any office of the IRS for the type of
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How to fill out form 8821

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How to fill out Form 8821

01
Download Form 8821 from the IRS website.
02
Provide your name, address, and Social Security Number (SSN) or Employer Identification Number (EIN) in Part I.
03
Enter the name, address, and phone number of the person or organization receiving the authorization in Part II.
04
Select the specific tax types and years or periods for which the form is applicable.
05
Sign and date the form at the bottom of Part II.

Who needs Form 8821?

01
Individuals or businesses who want to authorize someone to receive confidential tax information from the IRS.
02
Taxpayers who need to allow a third party, such as a family member or tax professional, access to their tax information.
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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 form used by taxpayers to authorize an individual or organization to receive and inspect their confidential tax information from the Internal Revenue Service (IRS).
Any taxpayer who wishes to grant authorization for another individual or organization to access their tax information needs to file Form 8821.
To fill out Form 8821, taxpayers must provide their identifying information, the name and contact information of the representative, the type of tax information being requested, and the duration of authorization.
The purpose of Form 8821 is to enable taxpayers to allow third parties to obtain their tax information, facilitating better assistance in handling tax matters.
Form 8821 must report the taxpayer's name, address, Social Security number or taxpayer identification number, the representative's name and contact information, the specific tax forms or periods for which access is granted, and the signature authorizing the request.
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