@thinkatoz1 wrote:
@Opus 17
Got it. Thank you for clarifying.
Is there anything I need to do when e-filing with Turbotax on the Turbotax platform (i.e. beyond mailing forms 2848 and 8453 to the IRS after filing)?
I have not used this situation myself, but I just tried to look up form 2848 in TT online and it says that it does not contain the form.
Your real trick will be getting to e-file at all, since you usually need the taxpayer's E-file PIN or last year's adjusted gross income (AGI) as a verifier. If they did not file a tax return last year, you can try entering 0 (zero) this year as last year's AGI. You will also need to create at least $1 of income to be able to e-file, you can make up $1 of "other income" or bank interest. It won't be taxable and won't get you into trouble, but you can't e-file with zero income.
If you do manage to successfully e-file, you will have to download and complete form 2848 and form 8453 on your own, and mail them after the e-filed returns are accepted. If you can't get the e-filed return accepted and you file by mail, you will have to download and prepare form 2848 for yourself.
