Cat. No. 11596P Form 8821 Rev. 10-2012 THIS PAGE INTENTIONALLY LEFT BLANK Page 3 General Instructions Section references are to the Internal Revenue Code unless otherwise noted. Future developments. Form OMB No. 1545-1165 Tax Information Authorization For IRS Use Only Received by Rev. October 2012 Department of the Treasury Internal Revenue Service about Form 8821 and its instructions is at www.irs.gov/form8821. Do not sign this form unless all applicable lines have been completed* To request a...copy or transcript of your tax return use Form 4506 4506-T or 4506T-EZ. Name Telephone Function Date 1 Taxpayer information* Taxpayer must sign and date this form on line 7. Taxpayer identification number s Taxpayer name and address type or print Daytime telephone number Plan number if applicable 2 Appointee. If you wish to name more than one appointee attach a list to this form* CAF No* Name and address PTIN Fax No* Check if new Address 3 Tax matters. The appointee is authorized to inspect...and/or receive confidential tax information for the tax matters listed on this line. Do not use Form 8821 to request copies of tax returns. a Type of Tax Income Employment Payroll Excise Estate Gift Civil Penalty etc* see instructions b Tax Form Number 1040 941 720 etc* c Year s or Period s see the instructions for line 3 d Specific Tax Matters see instr* 4 Specific use not recorded on Centralized Authorization File CAF. If the tax information authorization is for a specific use not recorded on...CAF check this box. See the instructions. If you check this box skip lines 5 and 6. 5 Disclosure of tax information you must check a box on line 5a or 5b unless the box on line 4 is checked a If you want copies of tax information notices and other written communications sent to the appointee on an ongoing basis check this box. Note. Appointees will no longer receive forms publications and other related materials with the notices. b If you do not want any copies of notices or communications sent...to your appointee check this box. 6 Retention/revocation of tax information authorizations. This tax information authorization automatically revokes all prior authorizations for the same tax matters you listed on line 3 above unless you checked the box on line 4. If you do not want to revoke a prior tax information authorization you must attach a copy of any authorizations you want to remain in effect and check this box. To revoke this tax information authorization see the instructions. 7...Signature of taxpayer. If signed by a corporate officer partner guardian executor receiver administrator trustee or party other than the taxpayer I certify that I have the authority to execute this form with respect to the tax matters and tax periods shown on line 3 above. IF NOT SIGNED AND DATED THIS TAX INFORMATION AUTHORIZATION WILL BE RETURNED. DO NOT SIGN THIS FORM IF IT IS BLANK OR INCOMPLETE* Signature Print Name Title if applicable PIN number for electronic signature For Privacy Act and...Paperwork Reduction Act Notice see instructions.
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Instructions and Help about IRS 8821
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How to fill out IRS 8821
Instructions and Help about IRS 8821
How to edit IRS 8821
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How to fill out IRS 8821
Filling out IRS 8821 involves several steps. Begin by obtaining a blank form from the IRS website or through a professional tax preparer. Follow these steps to complete it:
01
Enter your name, address, and Social Security number.
02
Provide the name and address of the individual or organization the form is designating.
03
Specify the tax matters for which the designation applies.
04
Sign and date the form to verify your authorization.
About IRS 8 previous version
What is IRS 8821?
What is the purpose of this form?
Who needs the form?
When am I exempt from filling out this form?
Components of the form
What are the penalties for not issuing the form?
What information do you need when you file the form?
Is the form accompanied by other forms?
Where do I send the form?
About IRS 8 previous version
What is IRS 8821?
IRS 8821 is the “Tax Information Authorization” form. This form allows individuals or entities to authorize another party to receive their tax information from the IRS. It does not allow the designee to represent the taxpayer in dealings with the IRS.
What is the purpose of this form?
The purpose of IRS 8821 is to grant permission for third parties to access your tax information. This can be particularly useful for taxpayers who need help from tax preparers or other professionals who require information to assist with tax matters.
Who needs the form?
Any taxpayer who wishes to authorize someone else to receive their tax information needs to complete IRS 8821. This includes individuals, partnerships, corporations, and other entities. If you need assistance with your taxes and want to share your data, this form is necessary.
When am I exempt from filling out this form?
You are exempt from filling out IRS 8821 if you do not wish to designate a third party to access your tax information. Additionally, if you are using IRS form 2848 (Power of Attorney and Declaration of Representative), you may not need to file IRS 8821, as that form serves a similar purpose but grants broader authority.
Components of the form
The key components of IRS 8821 include the taxpayer's details, the designee's information, the specific tax matters authorized, and the duration of the authorization. Each section must be filled out accurately to ensure valid authorization.
What are the penalties for not issuing the form?
While there are no specific penalties associated with not filing IRS 8821, failing to authorize your tax professional can lead to delays in tax processing. It may also hinder the professional's ability to accurately advise you due to limited access to necessary information.
What information do you need when you file the form?
When filing IRS 8821, you will need your personal information, including your name, address, and Social Security number, along with the designee's details. You also need to specify the types of tax matters for which you are granting access.
Is the form accompanied by other forms?
No, IRS 8821 does not require accompanying forms when submitted. However, if preparing a tax return or filing other tax-related documents, having IRS 8821 on file can facilitate smoother communication with tax professionals.
Where do I send the form?
Send IRS 8821 to the IRS service center for the state where you reside. You can find the specific mailing address on the IRS website, or by consulting the instructions provided with the form. Confirm the address to ensure it reaches the correct location.
FAQ about IRS 8821
What should I do if I realize I've made a mistake on my 2012 form 8821 after submission?
If you need to correct mistakes on your 2012 form 8821 after filing, you can submit an amended form. Ensure that you clearly indicate that it is a correction and provide the correct information. It's advisable to retain copies of both the original and revised forms for your records.
How can I verify the receipt and processing status of my 2012 form 8821?
To verify the receipt and processing of your 2012 form 8821, you can check online through the IRS’s e-file status tool or contact their helpline. Keep your submission confirmation handy, as it may be required for inquiries regarding your form's status.
What legal nuances should I know about when filing the 2012 form 8821 as a nonresident?
Nonresidents filing the 2012 form 8821 should ensure they have the necessary ITIN or foreign tax identification number, as this may affect processing. Additionally, be aware that different privacy and data security regulations might apply based on your residency status when providing personal information.
What are some common errors I should avoid when submitting the 2012 form 8821?
Common errors when submitting the 2012 form 8821 include failing to sign the form, providing incorrect information, or neglecting to check the details before submission. Review for any potential discrepancies to minimize the chances of rejection or delays.
How does the e-filing process for the 2012 form 8821 interact with various software and devices?
When e-filing the 2012 form 8821, ensure your software is compatible with IRS e-filing systems. Keep in mind that certain browsers and mobile devices may have specific technical requirements, so it's best to check the IRS website for up-to-date compatibility information before submitting your form.
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