forms 8821 and/or 2848

Forum|Forum|7 months ago
December 17, 2025
6 replies
135 views

Both forms state that if requested information is not reported on a CAF (Centralized Authorization File), e.g. W2s, 1099s, then the forms CANNOT be submitted online. However, they also say, if forms are signed electronically (including a scanned signature) they MUST be submitted online. We are using her scanned signature (since we live miles apart)

Since the other options are fax and USPS, i am hoping to be able to upload the 8821 (and later, the 2848 if necessary)

Also, after i submit the 8821, do i have to ask for the transcripts? Is this form a request or only authorization?

Thank you in advance!

Not A Product Question

Best answer by pk_

@Arble H Gimbleh ,

Now I understand your predicament --- you need all the transcripts of the returns filed ( as far as you can get ) and nay and all information filings ( W-2, 1099s etc. ), in an effort to bring the filer into compliance.

(a) Since you already have a valid POA and assuming that you have the personal details of the taxpayer ( such as SSN etc. ), you can always go look at her personal account ( or set one up ) and see what is there with the IRS --- see this page --> Transcript types for individuals and ways to order them | Internal Revenue Service

(b) you can also file form 4506-T for all the tax years that you need or you can visit the local IRS office with the POA in hand and seek guidance.

I am saying the above because the taxpayer is alive, just not able to do the needful herself but you can set up her personal; account ( if she has not done so herself) based on the valid POA.

Once you have the details, I would suggest starting with the latest years and work backwards ( since you have the TurboTax software for the needed years. Alsop note that while IRS ( and many states ) will allow refunds only for three years prior, the tax liability for all the earlier years ( with interest and penalty ) can go as far back as possible ( at least six years for sure).

Also if she has not received any notices from the IRS ( that you are aware of ), then she either never filed or the informational filings were too small for the IRS to chase/ send notice to non-filing. It is a difficult situation .

Good Luck

P

pk_

Level 15

@Arble H Gimbleh , what are you trying to achieve ? From your post it seems that you are a tax professional ( are you? ) and trying to submit authorization so you can look at your client's transcript etc. Is that what you are trying to do ?

A

Arble H GimblehAuthor

Level 2

I am not a tax professional. I am trying to get info regarding a relative's taxes. I have her POA, but clearly I need to file one or both of these forms. I believe she has not filed since 2010, but i need to verify this, then get transcripts or W2s and 1099s for any missing years. I may not need 2848, it depends on how bad the situation is. I do need to be able to discuss them with the IRS and get the necessary documents. Her taxes aren't complicated and i can do them in Turbotax once i have the info (yes, i have all those years!)

Since faxing and USPS take longer than uploading the forms, I am hoping the "electronic signature" issue enables me to file it online.

P

pk_

Answer