Form 8821 Tax Information Authorization: form completion question

[CMJ3]

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,

[GiseleD]

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.