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Form 8821 authorizes the IRS to disclose your confidential tax information to the person you designate. This form is provided for your convenience and its use is voluntary. The information is used by the IRS to determine what confidential tax information your designee can inspect and/or receive.
Form 8821 is used to authorize certain entities to review confidential information in any IRS office for the type of tax and the years or periods listed. Information about Form 8821, Tax Information Authorization, including recent updates, related forms, and instructions on how to file.
How to file Form 8821: a step-by-step guide. Here, we’ll guide you through each section of Form 8821, outlining exactly what you need to complete and how. Section 1. Taxpayer information. First up, you’ll need to provide the personal details of the taxpayer you intend to serve, including: Name and address
Also known as a tax information authorization, Form 8821 allows a taxpayer to authorize almost anyone else to access the taxpayer’s tax information. Usually, this will be a CPA, attorney, enrolled agent, or bank, but it could include a business, family member, or a friend.
IRS Form 8821, Taxpayer Information Authorization, is the official IRS form that taxpayers may use to authorize the IRS to release specific account information to a third party. Taxpayers may also use this form to revoke previous tax information authorizations on file in the IRS’ Centralized Authorization File (CAF).
This form, known as the Tax Information Authorization, provides a secure way to grant access to your confidential tax records without giving up control over your tax affairs. In this guide, we’ll break down Form 8821, explore its uses, and provide step-by-step instructions for completing it accurately.