Prepare Form 2848 Power of Attorney or Form 8821 Tax Information Authorization
- General Information:
- In a return, go to thePOAscreen in the Separate Filings folder.
- EnterT,S, orJfor the person you're preparing the Form for.noteIf you leave this blank, you'll get the default: Taxpayer.
- Enter the taxpayer or spouse's Employer Identification Number in theEIN, if needed.
- Select a form fromPower of Attorney / Tax Information Authorization:
- 1 = Form 2848.
- 2 = Form 8821.
- 3 = Both.noteIf you leave this blank, you won't generate a form.
- Complete the remaining General Information section.
- Enter information in the Forms 2848 and 8821 — Acts Authorized or Deleted and Executor or Personal Representative for Deceased Individual sections, as needed.
- Representative/Appointee Information:
- Enter or choose the representative in theNamecolumn.note
- If you've entered representative information for Preparers, they’ll appear in the dropdown list. To enter this information, go toSetup,Office Configuration, thenPreparers.
- The remaining columns are completed with the information entered within the preparers setup.
- Repeat step 7 on a new row in the statement for each representative.note
- You can't file Form 2848 or Form 8821 electronically with individual tax returns.
- You can enter more than 4 representatives in the statement, but only the 1st 4 representatives show on Form 2848 and Form 8821.
