AmyC
Expert Alumni

State tax filing

You will need a power of attorney to file their taxes. You can use form 2848 and act as a representative for them in the tax matter About Form 2848, Power of Attorney and Declaration of Representative or you can use form 56 in which you are responsible and take their place in tax matters About Form 56, Notice Concerning Fiduciary Relationship.

 

Once you have the ability to file a return for them, you can file the return and include a copy of the form used for power of attorney.

 

I prefer the 2848, easy to use and less responsibility but both are good depending on your circumstances.

 

@br071588 @taxhelp2021

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