IRS Form 8821 (Rev. January 2021) — Tax Information Authorization

irs-form-8821

IRS Form 8821, Tax Information Authorization: the form a taxpayer signs to let a designee (for example a mortgage lender or its vendor) inspect or receive the taxpayer's confidential tax information for the tax types, forms and years listed. Full verbatim text of the Rev. January 2021 revision. IRS forms and instructions are works of the U.S. Government (17 U.S.C. 105), in the public domain.

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Verbatim provisions from IRS Form 8821 (Rev. January 2021) — Tax Information Authorization — each quote is a verified substring of the regulator-published source snapshot, not retyped. Quoted for reference; this is not legal advice. The operational layer (P&P updates, prompts) lives in the regulation update kits.

IRS Form 8821 (Rev. January 2021) — Form 8821

Form 8821 (Rev. January 2021) Tax Information Authorization Department of the Treasury Internal Revenue Service ▶ Go to www.irs.gov/Form8821 for instructions and the latest information. ▶ Don’t 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. See instructions. OMB No. 1545-1165 For IRS Use Only Received by: Name Telephone Function Date 1 Taxpayer information. Taxpayer must sign and date this form on line 6. Taxpayer name and address Taxpayer identification number(s) Daytime telephone number Plan number (if applicable) Designee(s). If you wish to name more than two designees, attach a list to this form. Check here if a list of additional designees is attached ▶ Name and address Check if to be sent copies of notices and communications CAF No. PTIN Telephone No. Fax No. Check if new: Address Telephone No. Fax No. Name and address Check if to be sent copies of notices and communications CAF No. PTIN Telephone No. Fax No. Check if new: Address Telephone No. Fax No. 3 Tax information. Each designee is authorized to inspect and/or receive confidential tax information for the type of tax, forms, 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 the 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 line 5 . . . . . . ▶ 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 5 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 5 instructions. Taxpayer signature. If signed by a corporate officer, partner, guardian, partnership representative (or designated individual, if applicable), executor, receiver, administrator, trustee, or individual other than the taxpayer, I certify that I have the legal authority to execute this form with respect to the tax matters and tax periods shown on line 3 above. ▶ IF NOT COMPLETED, SIGNED, AND DATED, THIS TAX INFORMATION AUTHORIZATION WILL BE RETURNED. ▶ DON’T SIGN THIS FORM IF IT IS BLANK OR INCOMPLETE. Signature Date Print Name Title (if applicable) For Privacy Act and Paperwork Reduction Act Notice, see the instructions. Cat. No. 11596P Form 8821 (Rev. 01-2021)

Source: IRS Form 8821 (Rev. January 2021) — Form 8821 · source URL · snapshot 09b4793961763fae

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