topic How to E-File as a Power of Attorney for Incapacitated Person in Get your taxes done using TurboTax

How to E-File as a Power of Attorney for Incapacitated Person

jpb44 — Tue, 16 Mar 2021 20:22:37 GMT

I would like to know how to e-file in the capacity as a power of attorney (POA) for filing a federal income tax return. The signature line of Form 1040 only permits a signature for the taxpayer or for a paid preparer. As a POA, I would not qualify for either and turbotax when e-filing requires various information from the actual taxpayer and not a POA who may be filing the return. Is e-filing an option if signing in the capacity of a POA?

Please advise. Thank you.

Re: How to E-File as a Power of Attorney for Incapacitated Person

ToddL99 — Tue, 16 Mar 2021 23:00:08 GMT

Yes, E-filing is an option for someone filing under the authority of a Power of Attorney.

Prepare and file the return as if you were the taxpayer.

Then, complete and send Form 8453 with Form 2848* to the IRS within 3 business days after your e-file is accepted.

(*Or other POA stating you have authority to file the tax return)

Check Block 2 (Form 2848, Power of Attorney and Declaration of Representative (or POA that states the agent is granted authority to sign the return)

Mail Form 8453 to:

Internal Revenue Service
Attn: Shipping and Receiving, 0254 Receipt and Control Branch

Austin, TX 73344-0254

Re: How to E-File as a Power of Attorney for Incapacitated Person

jpb44 — Wed, 17 Mar 2021 01:27:41 GMT

Thank you. Appreciate the timely response. That seems to be the only way to e-file. Regards.

Re: How to E-File as a Power of Attorney for Incapacitated Person

cdorr — Mon, 10 Oct 2022 12:26:40 GMT

Thank you. this is good information. I had one like this the other day but did not know they had to file the form and send a copy together with copy of the POA within three days. The person I asked for help simply told me to just continue and that there was no need to do anything else. They may also have not been aware of it.