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Level 1
posted Jun 24, 2020 4:55:33 PM

Form 8821 Tax Information Authorization: form completion question

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,

 

 

 

 

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1 Replies
Expert Alumni
Jun 25, 2020 12:24:09 PM

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.