Discussion:Form needed to speak to IRS on clients behalf

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Revision as of 19:30, 12 February 2008
Irsfixer (Talk | contribs)
(Why would you no)
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Revision as of 19:57, 12 February 2008
Taxstudent (Talk | contribs)
(You can speak to)
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{{ForumReplyPost|UserID=Irsfixer|Date=12 February 2008|Text=Why would you not want POA?}} {{ForumReplyPost|UserID=Irsfixer|Date=12 February 2008|Text=Why would you not want POA?}}
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 +{{ForumReplyPost|UserID=Taxstudent|Date=12 February 2008|Text=You can speak to the Service with an 8821. You just can't advocate. The Service never has a problem with it, but YMMV since I use them for slightly different situations than the typical return prep situation.}}

Revision as of 19:57, 12 February 2008

Discussion Forum Index --> Basic Tax Questions --> Form needed to speak to IRS on clients behalf
Discussion Forum Index --> Tax Questions --> Form needed to speak to IRS on clients behalf

Lrussell (talk|edits) said:

12 February 2008
Does anyone know the form number that the client needs to sign so that I can speak to the IRS on a specific return (1040) for a specific year?

Mscash (talk|edits) said:

12 February 2008
To just get information about a third party, you will need a Tax Information Authorization, Form 8821 http://www.irs.gov/pub/irs-pdf/f8821.pdf

To represent a taxpayer, you will need a Power of Attorney, Form 2848 http://www.irs.gov/pub/irs-pdf/f2848.pdf

Jdugancpa (talk|edits) said:

12 February 2008
Come on, how tough is it to find that out on your own? Go to IRS.gov. Type "power of attorney" in search box. It will take less time than you spent asking the question here.

TexCPA (talk|edits) said:

12 February 2008
try the search engine as well

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TexCPA

Lrussell (talk|edits) said:

12 February 2008
I didn't want the power of attorney form or I would have searched for it. It is the other form. Also, I did perform a search and nothing came up with search terms I provided. Thanks for your help.

Death&Taxes (talk|edits) said:

12 February 2008
But you can't speak to IRS with an 8821, you can only be in the pipeline to receive documents.

Irsfixer (talk|edits) said:

12 February 2008
Why would you not want POA?

Taxstudent (talk|edits) said:

12 February 2008
You can speak to the Service with an 8821. You just can't advocate. The Service never has a problem with it, but YMMV since I use them for slightly different situations than the typical return prep situation.