IRS 2848 2014 free printable template

Form Rev. July 2014 Department of the Treasury Internal Revenue Service Part I OMB No. 1545-0150 Power of Attorney and Declaration of Representative For IRS Use Only Received by Information about Form 2848 and its instructions is at www.irs.gov/form2848. Cat. No. 11980J Form 2848 Rev. 7-2014 Page 2 b Specific acts not authorized. My representative s is are not authorized to endorse or otherwise negotiate any check including directing or accepting payment by any means electronic or otherwise...into an account owned or controlled by the representative s or any firm or other entity with whom the representative s is are associated issued by the government in respect of a federal tax liability. Name Telephone Caution A separate Form 2848 must be completed for each taxpayer. Form 2848 will not be honored for any purpose other than representation before the IRS* Function Date / Taxpayer information* Taxpayer must sign and date this form on page 2 line 7. Taxpayer name and address Taxpayer...identification number s Daytime telephone number Plan number if applicable hereby appoints the following representative s as attorney s -in-fact Representative s must sign and date this form on page 2 Part II. Name and address Check if to be sent copies of notices and communications CAF No* PTIN Fax No* Check if new Address Note. IRS sends notices and communications to only two representatives. to represent the taxpayer before the Internal Revenue Service and perform the following acts Acts...authorized you are required to complete this line 3. With the exception of the acts described in line 5b I authorize my representative s to receive and inspect my confidential tax information and to perform acts that I can perform with respect to the tax matters described below. For example my representative s shall have the authority to sign any agreements consents or similar documents see instructions for line 5a for authorizing a representative to sign a return. Description of Matter Income...Employment Payroll Excise Estate Gift Whistleblower Practitioner Discipline PLR FOIA Civil Penalty Sec* 5000A Shared Responsibility Payment Sec* 4980H Shared Responsibility Payment etc* see instructions Tax Form Number 1040 941 720 etc* if applicable Year s or Period s if applicable see instructions Specific use not recorded on Centralized Authorization File CAF. If the power of attorney is for a specific use not recorded on CAF check this box. See the instructions for Line 4. Specific Use Not...Recorded on CAF. 5a Additional acts authorized* In addition to the acts listed on line 3 above I authorize my representative s to perform the following acts see instructions for line 5a for more information Authorize disclosure to third parties Substitute or add representative s Sign a return Other acts authorized For Privacy Act and Paperwork Reduction Act Notice see the instructions. List any specific deletions to the acts otherwise authorized in this power of attorney see instructions for...line 5b Retention/revocation of prior power s of attorney.

Instructions and Help about IRS 2848

How to edit IRS 2848

How to fill out IRS 2848

Instructions and Help about IRS 2848

How to edit IRS 2848

To edit IRS 2848, you may want to use pdfFiller for its user-friendly editing tools. You can upload the existing form, make necessary changes, and then save your updated document. This process ensures that all information is accurate before submission.

How to fill out IRS 2848

Filling out IRS 2848, the Power of Attorney and Declaration of Representative, requires careful attention to detail. You must provide identifying information for both the taxpayer and the representative, including their names, addresses, and identification numbers. Ensure all signatures are affixed in the designated areas.

About IRS 2 previous version

What is IRS 2848?

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 2 previous version

What is IRS 2848?

IRS 2848 is a tax form used in the United States by individuals who need to appoint a representative to act on their behalf regarding tax matters. This form grants the representative authority to receive and inspect confidential tax information and communicate directly with the IRS.

What is the purpose of this form?

The purpose of IRS 2848 is to facilitate communication between the IRS and the taxpayer's designated representative. By using this form, taxpayers can ensure that their representatives are legally authorized to negotiate issues, respond to IRS inquiries, and receive important tax information.

Who needs the form?

Individuals or entities who require assistance with tax matters, such as tax returns or audits, need to complete IRS 2848. This includes individuals facing unique tax situations or business owners who need someone to represent their company in dealings with the IRS.

When am I exempt from filling out this form?

You are exempt from filling out IRS 2848 if you do not wish to appoint a representative or if your situation does not involve any IRS inquiries that require representation. Additionally, certain limited situations may allow for verbal communication with the IRS without formal authorization.

Components of the form

IRS 2848 comprises several key components, including sections for identifying the taxpayer, the representative, and the tax matters for which authority is granted. It also includes a section for detailing which specific tax years or periods are affected by the authorization.

What are the penalties for not issuing the form?

Failure to issue IRS 2848 when needed can result in communication issues with the IRS. This oversight may prevent your representative from obtaining necessary tax information and could lead to delays in resolving tax matters, potentially resulting in financial penalties or other complications.

What information do you need when you file the form?

When filing IRS 2848, you need the full name, address, and taxpayer identification number of both the taxpayer and the representative. Make sure to have the relevant tax matters and periods noted, along with any signatures that may be required from both parties.

Is the form accompanied by other forms?

IRS 2848 may be accompanied by additional forms, depending on the specifics of the tax situation. For example, if the form is used to request a third-party authorization for specific transactions or payments, additional documentation may be necessary to complete the filing process.

Where do I send the form?

Once completed, IRS 2848 should be sent to the appropriate IRS office, which varies based on the taxpayer's location and the nature of the request. Typically, this means mailing the form to the address noted in the IRS instructions relevant to the specific tax matter involved.

FAQ about IRS 2848

What should I do if I realize I've made a mistake on my already submitted 2848 2014 form?

If you've submitted the 2848 2014 form and notice an error, you can file an amended or corrected form. It's essential to clearly indicate that the new submission is a correction and provide accurate information. Retain copies of both the original and amended forms for your records.

How can I check the status of my filed 2848 2014 form?

You can verify the receipt and processing status of your submitted 2848 2014 form by contacting the IRS directly or using their online tools, if available. Ensure you have your confirmation details handy, such as submission date and form copies.

What should I do if my e-filed 2848 2014 form gets rejected?

In the case of a rejection, the IRS typically provides a reason for the rejection that you can address. Review the specific rejection codes and rectify the issues before resubmitting the 2848 2014 form electronically to avoid further complications.

Are there specific legal or operational issues I should be aware of when filing the 2848 2014 form electronically?

When electronically filing the 2848 2014 form, ensure you are aware of the notice on e-signatures, as they are generally accepted. Also, it's crucial to maintain privacy and data security throughout the process, particularly with sensitive information.

What are some common errors to avoid when filing the 2848 2014 form?

Common errors when submitting the 2848 2014 form include incorrect identification numbers or failure to sign the form. Double-checking the details and ensuring you meet all requirements can significantly reduce the likelihood of submission issues.