I called the IRS to discuss a CP23 Notice my daughter received on her 1040 filing. The IRS rep told me she would be able to discuss my daughter's 1040 and CP23 with me if Form 56 is submitted. However, I'm seeing a post here in TurboTax Help with title "What if I need to call the IRS on behalf of someone else?" that says to use Form 8821 and only mentions to use Form 56 if calling for someone who is deceased. I'm confused now which Form should be submitted. Did the IRS rep make a mistake and meant to say have my daughter submit Form 8821? The IRS rep did not mention Form 8821 at all, only to fill out Form 56.
