If you’re dealing with the IRS, you’ll likely come across Form 2848. This form is used to appoint a representative to act on your behalf when dealing with the IRS. It authorizes the representative to access confidential information, and to make decisions on your behalf. It’s important to understand what is required to complete and file the form, and who can be appointed as your representative. In this article, we’ll walk you through the process.
Who Can Be Authorized?
Form 2848 can be used to authorize a representative in any of the following categories: attorney, certified public accountant, enrolled agent, enrolled actuarial, or other qualified tax practitioner. This means that the person must have a professional tax certification, or be an authorized representative of a tax professional who has a certification. This is to ensure that your confidential information is secure and that the representative is qualified to make decisions on your behalf.
How to Complete and File Form 2848
Form 2848 is fairly straightforward, but it’s important to ensure that you complete it correctly. First, you’ll be asked to provide personal information, such as your name, address, and Social Security number. You’ll also be asked about the type of tax return you’re filing. After that, you’ll be asked to enter information about the representative you’re authorizing. This includes the representative’s name, address, and Social Security number. Then you’ll be asked to provide a description of the services the representative is authorized to provide. This should be as specific as possible, in order to ensure that the representative knows exactly what they can do.
When to File Form 2848
Form 2848 is typically filed when you need to authorize a representative to act on your behalf. This might be in the case of an audit, filing an amended return, or making a claim for refund. It can also be used to provide authorization for the representative to request confidential information from the IRS. It’s important to note that Form 2848 must be filed each time you want to authorize a representative to act on your behalf. This is even true if you’ve already filed the form in the past.
Revoking Authorization
If you want to revoke your authorization of a representative, you can do so by filing Form 2848C. This form will notify the IRS that you no longer authorize the representative to act on your behalf. It’s important to note that you must file this form before the representative can act on your behalf. If the representative has already taken action on your behalf, you must file the form with the IRS before the representative’s actions can be considered valid.
Filing Form 2848 Electronically
Form 2848 can be filed electronically through the IRS’s e-Services. This is the recommended way to file the form, as it can be done quickly and securely. In order to file the form electronically, you must have an active e-Services account. You can create an account by visiting the IRS website and following the instructions provided. Once your account is created, you’ll be able to file Form 2848 electronically.
Conclusion
Form 2848 is an important form to understand if you’re dealing with the IRS. It’s used to authorize a representative to act on your behalf, and it’s important to ensure that the form is completed and filed correctly. You can file the form electronically through the IRS’s e-Services, and you can revoke the authorization at any time with Form 2848C. Understanding the process can help you make sure your confidential information is secure, and that your representative is authorized to take the actions they need to on your behalf.
