topic Form 8821 Tax Information Authorization: form completion question in Get your taxes done using TurboTax

Form 8821 Tax Information Authorization: form completion question

CMJ3 — Wed, 24 Jun 2020 23:55:33 GMT

Please advise how to fill in Line 3, Box A, B, C & D to get a family member's 'Wage and Income Transcripts' for several years. The form instructions are not very detailed, and I have been told if it's not filled in correctly it will be rejected.

Is this correct?: A: Income B: 1040 C: 2013 thru 2019 D: Not Applicable

Or should I put "Wage and Income Transcript" in Box A?

I could not find any online examples.

Thanks,

Re: Form 8821 Tax Information Authorization: form completion question

GiseleD — Thu, 25 Jun 2020 19:24:09 GMT

Your approach is correct for columns A-C if that is the data you are looking for. Regarding box D, "Not Applicable" is only correct if you are not limiting your appointee's authority to inspect and/or receive all confidential tax information described in columns (a), (b), and (c).

If you want to limit the authority:

Examples of column (d) information: lien information, balance due amount, a specific tax schedule, section 4980H employer shared responsibility payment information, or a tax liability.