IRS 8821 2021-2025 free printable template

Form Go Tax Information Authorization OMB No. 1545-1165 For IRS Use Only to www.irs.gov/Form8821 for instructions and the latest information. Received by Don t Rev. January 2018 Department of the Treasury Internal Revenue Service sign this form unless all applicable lines have been completed. Don t use Form 8821 to request copies of your tax returns or to authorize someone to represent you. Name Telephone Function Date 1 Taxpayer information* Taxpayer must sign and date this form on line 7....Taxpayer name and address Taxpayer identification number s Daytime telephone number Plan number if applicable 2 Appointee. If you wish to name more than one appointee attach a list to this form* Check here if a list of additional appointees is attached CAF No* Name and address PTIN Fax No* Check if new Address periods and specific matters you list below. See the line 3 instructions. By checking here I authorize access to my IRS records via an Intermediate Service Provider. a Type of Tax...Information Income Employment Payroll Excise Estate Gift Civil Penalty Sec* 4980H Payments etc* b Tax Form Number 1040 941 720 etc* c Year s or Period s d Specific Tax Matters 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 don t want any copies of notices or communications sent to your appointee check this box. 6 Retention/revocation of prior tax information authorizations. If the line 4 box is checked skip this line. If the line 4 box isn t checked the IRS...will automatically revoke all prior Tax Information Authorizations on file unless you check the line 6 box and attach a copy of the Tax Information Authorization s that you want to retain*. To revoke a prior tax information authorization s without submitting a new authorization see the line 6 instructions. 7 Signature of taxpayer. If signed by a corporate officer partner guardian partnership representative 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 COMPLETE SIGNED AND DATED THIS TAX INFORMATION AUTHORIZATION WILL BE RETURNED. DON T SIGN THIS FORM IF IT IS BLANK OR INCOMPLETE* Signature Print Name For Privacy Act and Paperwork Reduction Act Notice see instructions. Name Telephone Function Date 1 Taxpayer information* Taxpayer must sign and date this form on line 7. Taxpayer name and address Taxpayer identification number s...Daytime telephone number Plan number if applicable 2 Appointee.

Instructions and Help about IRS 8821

How to edit IRS 8821

How to fill out IRS 8821

Instructions and Help about IRS 8821

How to edit IRS 8821

To edit IRS 8821, you must first download the form from the IRS website or access it using a service like pdfFiller that allows for editing. Once you have the document, you can fill in the necessary information directly on the form. It is advisable to double-check all entries for accuracy, ensuring consistency with your tax information.

How to fill out IRS 8821

To fill out IRS 8821, follow these steps:

1. Obtain the latest version of Form 8821 from the IRS website or pdfFiller.
2. Enter your name, address, and identification number in the appropriate sections.
3. Indicate the tax matters for which you're authorizing the appointee to represent you.
4. Sign and date the form to certify your approval.

Ensure all information is correct before submission, as errors can delay processing.

Latest updates to IRS 8821

Latest updates to IRS 8821

Keep an eye on the IRS website for any updates regarding Form 8821. Changes may include adjustments to filing requirements or updates in procedures that reflect IRS modernization efforts.

All You Need to Know About IRS 8821

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

Due date

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?

All You Need to Know About IRS 8821

What is IRS 8821?

IRS 8821 is a tax form titled "Tax Information Authorization." This form allows taxpayers to authorize a third party, such as a tax preparer or an attorney, to receive confidential tax information from the IRS on their behalf. It essentially provides permission for a designated individual or organization to access your tax records.

What is the purpose of this form?

The purpose of IRS 8821 is to permit authorized individuals to receive information from the IRS regarding a taxpayer’s tax status and related matters. This form facilitates communication between taxpayers and their representatives, which is essential for accurate tax preparation and representation during audits or appeals.

Who needs the form?

Taxpayers who require assistance from a third party in managing tax-related issues need IRS 8821. This could include individuals with complex tax situations, business owners who need representation, or anyone seeking guidance from professional tax representatives.

When am I exempt from filling out this form?

You may be exempt from completing IRS 8821 if you do not wish to authorize someone to receive your tax information or if you are directly handling your tax matters without outside assistance. Additionally, if a different IRS form, such as Form 2848 (Power of Attorney and Declaration of Representative), is being used, IRS 8821 is not necessary.

Components of the form

The key components of IRS 8821 include:

1. Taxpayer identification information, including your name, address, and Social Security Number or EIN.
2. The specific tax matters for which you’re granting authorization.
3. The name and contact information of the authorized representative.
4. Your signature and date to validate the request.

Due date

There is no specific due date for filing IRS 8821, as it is applicable upon submission. However, it should be filed when you engage a representative to handle your tax matters to ensure they can act promptly on your behalf.

What are the penalties for not issuing the form?

Failure to submit IRS 8821 when needed can result in delayed access to your tax information, limiting your representative's ability to assist you effectively. Although there may not be direct penalties for not filing, the inefficiency in handling your tax matters can lead to broader repercussions, including missed deadlines and fines.

What information do you need when you file the form?

When filing IRS 8821, you must provide the following information:

1. Your personal identification details, including name and address.
2. The tax matters you would like the representative to access.
3. The authorization for your chosen representative.

Is the form accompanied by other forms?

IRS 8821 can be submitted without the need for other specific forms. However, if your case requires it, accompanying forms like IRS Form 2848 (Power of Attorney) may be necessary for broader representation rights.

Where do I send the form?

IRS 8821 should be sent to the address of the IRS that services your area or specific tax issue. Refer to the IRS instructions included with the form for mailing details based on your location and circumstances.

FAQ about IRS 8821

How can I correct mistakes made on my IRS 8821 form?

If you need to correct errors on your IRS 8821, you must submit a new form with the correct information. Clearly indicate that it is a corrected submission and retain a copy for your records. Ensure that you also follow up to verify that the updated form has been processed successfully.

What steps should I take to track the status of my IRS 8821 submission?

To track the status of your IRS 8821 submission, you can contact the IRS directly or use their online tools if available. It's important to keep your confirmation or any correspondence handy to assist in tracking. Common issues involve processing delays or rejection codes that you can inquire about.

Are there specific legal concerns regarding privacy when submitting IRS 8821?

When submitting IRS 8821, it's crucial to consider privacy and data security implications. Ensure that the information provided is kept confidential and shared only with authorized parties. Retain proper documentation per IRS guidelines to protect sensitive data.

What common errors should I watch out for when filing my IRS 8821?

Common errors when filing IRS 8821 include incorrect taxpayer identification numbers and issue with agent signatures. Double-check all entries before submission to avoid delays or potential rejections, ensuring all necessary information aligns with IRS requirements.

What should I do if I receive an audit notice after submitting my IRS 8821?

If you receive an audit notice after submitting your IRS 8821, promptly review the notice and gather all relevant documentation related to the filing. Respond in a timely manner, as indicated in the notice, providing any requested information to facilitate the audit process.