Form 8821-2025

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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 on behalf of the taxpayer. It requires specific taxpayer details, appointee information, and the types of tax matters involved. The form does not grant the appointee the authority to represent the taxpayer in dealings with the IRS. Proper completion and submission are necessary for it to be valid.

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Click ‘Get Form’ to open Form 8821 in our editor.
Begin by filling out the Taxpayer Information section. Enter your name, address, and Social Security Number (SSN) accurately. If applicable, include your Employer Identification Number (EIN).
In the Appointee section, provide the full name and address of the individual you are authorizing. Ensure that you enter their CAF number if they have one; otherwise, write 'NONE'.
For Tax Matters, specify the type of tax, tax form number, and relevant years or periods. Be precise—avoid general terms like 'all years'.
If applicable, check the box for Specific Use Not Recorded on CAF. This is important for certain disclosures.
Complete the Disclosure section by selecting whether you want copies of communications sent to your appointee.
Finally, sign and date the form in the Signature of Taxpayer(s) section. Ensure all required signatures are included.

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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.

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.

What is the 8821 form for?

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.

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 difference between 2848 and 8821?

Use: Form 2848, Power of Attorney and Declaration of Representative PDF when you want to authorize an individual to represent you before the IRS, or. Form 8821, Tax Information Authorization PDF, when you want to name an individual to inspect confidential tax return information related to the bond issuance.

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 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.

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.

Form 8821-2025

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