IRS Form 8821: Tax Information Authorization
Form 8821 lets you allow a person or organization to see and receive your confidential tax information for the matters and years you list. It does not let them represent you or speak for you with the IRS. For representation, the IRS uses Form 2848.
What this form is for
It names a designee who may inspect or receive your tax information, such as transcripts and notices.
When people usually use it
People use it so a bookkeeper, family member or professional can review records while helping them prepare.
What to have ready
- The designee's name and address
- The tax matters and years to cover
- Your Social Security number or EIN
Related forms
- Form 2848: Power of Attorney and Declaration of Representative
- Form 4506-T: Request for Transcript of Tax Return
Read the IRS page
IRS.gov page for Form 8821 (opens in a new tab). The IRS page is the final word on this form.
Frequently asked questions
What is IRS Form 8821?
Form 8821 lets you allow a person or organization to see and receive your confidential tax information for the matters and years you list. It does not let them represent you or speak for you with the IRS. For representation, the IRS uses Form 2848.
Where do I get Form 8821?
The current version and instructions are on the IRS page for Form 8821 at https://www.irs.gov/forms-pubs/about-form-8821. Download it there so you have the right revision.
Do I need to file Form 8821?
It depends on your situation. Read the IRS page and the instructions, and if a letter mentioned Form 8821, read what that letter asks for. OweRight does not give tax advice.
What should I have ready for Form 8821?
A good starting list is: the designee's name and address; the tax matters and years to cover; your social security number or ein. The instructions on IRS.gov list everything the form asks for.
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OweRight is not the IRS and does not give tax or legal advice.