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Form 8821 (Rev August 2008) - The Park School

Form 8821 (Rev August 2008) - The Park School-2026

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Form 8821 is a Tax Information Authorization form used to authorize an individual or organization to inspect and receive confidential tax information from the IRS for specified tax matters and periods. It does not allow the appointee to represent the taxpayer or advocate on their behalf. The form must be completed with taxpayer information, appointee details, and specific tax matters, and must be signed by the taxpayer. It is important to note that this form cannot be used to request copies of tax returns.

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Click ‘Get Form’ to open it in the editor.
Begin by filling out the Taxpayer Information section. Enter your name, Social Security Number, and address. Ensure all details are accurate for IRS processing.
In the Appointee section, provide the full name and contact information of the individual you are authorizing. If there are multiple appointees, attach a list.
Specify the Tax Matters by detailing the type of tax, form number, and applicable years. Be precise to avoid any delays in processing.
If applicable, check the box for Specific Use Not Recorded on CAF if your authorization is for a unique purpose not listed in IRS records.
Review your entries carefully. Sign and date the form in the Signature of Taxpayer(s) section to validate your submission.

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Where can I get form 8821?

▶ Information about Form 8821 and its instructions is at .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.

What are common errors when filing form 8821?

Missing taxpayer signature and/or date. (Page 4 of Form 8821 Instructions provides the requirement for the signature and date.) Non- specific identification of tax periods (tax matters), generalizations. Incorrect EIN/SSN for taxpayer.

Is form 8821 mandatory?

When is Form 8821 required? Form 8821 should be filed when: A tax preparer, advisor, or third-party needs to access your IRS data for a specific task. You want someone to monitor your tax account for updates or issues.

Does form 8821 let me represent someone?

Form 8821 doesnt authorize your designee to speak on your behalf; to execute a request to allow disclosure of return or return information to another third party; to advocate your position regarding federal tax laws; to execute waivers, consents, closing agreements; or represent you in any other manner before the IRS.

How long is a form 8821 good for?

One thing to remember is that Form 8821 doesnt expire unless you put a specific end date or revoke it later. So, if you switch tax professionals, youll want to file a new form or submit a revocation.

What happens after I submit form 8821?

After you submit the form Youll get an email when the form is successfully submitted. We dont notify you when the form is processed. For an estimated processing time, check Form 2848 and 8821 processing status. We process forms in the order we receive them, whether submitted online, by fax or mail.

What happens after I submit my taxes?

After your return has been accepted, you can check the status of your refund on the IRS Wheres My Refund? webpage. The IRS may take up to 72 hours (3 to 4 weeks for a paper-filed return) to provide information for an e-filed return, and the webpage is only updated once per day.

What is the purpose of form 8821?

File Form 8821 to: Authorize any individual, corporation, firm, organization, or partnership you designate to inspect and/or receive your confidential information verbally or in writing for the type of tax and the years or periods listed on the form.

Form 8821 (Rev August 2008) - The Park School-2026

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