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posted Jun 6, 2019 10:02:12 AM

Can the IRS form 8821 be used to authorize a relative to receive confidential tax information?

I help manage my father's finances (he has granted me financial power of attorney). If I would like to speak to the IRS about his taxes, can he authorize me to do so via form 8821? I am not a tax professional and I am not an attorney. It's unclear to me whether form 8821 is used to allow disclosure to certain professionals or if any individual (such as a family member) can be appointed.

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Expert Alumni
Jun 6, 2019 10:02:14 AM

Yes, you can file Form 8821 with IRS to receive confidential tax information.

From IRS Form 8821 "3 Tax Information. Appointee 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." 

https://www.irs.gov/pub/irs-pdf/f8821.pdf