Internal Revenue Service · Federal form
Fill out Form 8821
Tax Information Authorization Rev. January 2021
From IRS: File Form 8821 to authorize any individual, corporation, firm, organization or partnership you designate to inspect and/or receive your confidential tax information for the type of tax and the years or periods listed on the form, or to delete or revoke prior tax information authorizations. Source
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What it is not for. Do not use Form 8821 to request copies of your tax returns or to authorize someone to represent you. Source
Facts from the official source
Quoted or closely restated from the IRS's own pages and PDFs, checked .
| Fact | What the source says | Source |
|---|---|---|
| Issued by | Internal Revenue Service, U.S. Department of the Treasury | About Form 8821 (IRS) |
| Edition | Rev. January 2021 | Form 8821 (Rev. January 2021), official PDF Form 8821, page 1 footer; header reads "(Rev. January 2021)". |
| Current revision | The IRS links the Rev. January 2021 PDF (f8821.pdf) as the current revision. | About Form 8821 (IRS) About Form 8821, "Current Revision" section. |
| Online submission | If line 4 is not checked, you can submit Form 8821 online at IRS.gov/Submit8821 (a Secure Access account is needed). | Instructions for Form 8821 (Rev. September 2021), PDF Instructions for Form 8821 (Rev. September 2021), page 2, "How To File". |
| Specific-use authorizations (line 4) | If you check the box on line 4, mail or fax Form 8821 to the IRS office handling the specific matter. | Instructions for Form 8821 (Rev. September 2021), PDF Instructions for Form 8821 (Rev. September 2021), page 2, "How To File". |
| Fax or mail | Or fax it to the IRS fax number, or mail it to the IRS address, in the Where To File Chart in the instructions. | Instructions for Form 8821 (Rev. September 2021), PDF Instructions for Form 8821 (Rev. September 2021), page 2, "How To File" (Where To File Chart on page 1). |
| Before you sign | Do not sign the form unless all applicable lines have been completed. | Form 8821 (Rev. January 2021), official PDF Form 8821 (Rev. January 2021), page 1, header. |
| Signature | If it is not completed, signed and dated, the tax information authorization is returned. | Form 8821 (Rev. January 2021), official PDF Form 8821 (Rev. January 2021), page 1, line 6. |
| Joint returns | If a joint return has been filed, your spouse must execute a separate Form 8821 to designate a designee. | Instructions for Form 8821 (Rev. September 2021), PDF Instructions for Form 8821 (Rev. September 2021), page 5, "Line 6. Signature of Taxpayer". |
| What it is not for | Do not use Form 8821 to request copies of your tax returns or to authorize someone to represent you. | Form 8821 (Rev. January 2021), official PDF Form 8821 (Rev. January 2021), page 1, header. |
| Electronic signatures | A Form 8821 with an electronic signature image or a digitized image of a handwritten signature may only be submitted online. | Instructions for Form 8821 (Rev. September 2021), PDF Instructions for Form 8821 (Rev. September 2021), page 2, "Electronic Signatures". |
| What a designee cannot do | A designee is never allowed to endorse or negotiate a taxpayer’s refund check or receive a taxpayer’s refund via direct deposit. | Instructions for Form 8821 (Rev. September 2021), PDF Instructions for Form 8821 (Rev. September 2021), page 1, Caution. |
| Official instructions | Instructions for Form 8821 (Rev. September 2021). | About Form 8821 (IRS) About Form 8821, "Current Revision" section. |
| Earlier authorizations | Unless line 4 is checked, the IRS automatically revokes all prior tax information authorizations on file unless you check line 5 and attach a copy of each one you want to retain. | Form 8821 (Rev. January 2021), official PDF Form 8821 (Rev. January 2021), page 1, line 5. |
What is on the form
- Line 1: Taxpayer information
- Taxpayer name and address, taxpayer identification number(s), daytime telephone and plan number. Form 8821, page 1
- Line 2: Designee(s)
- Name, address, CAF number, PTIN, telephone and fax numbers for up to two designees, with checkboxes for copies of notices and new contact details. Form 8821, page 1
- Line 3: Tax information
- Type of tax information, tax form number, years or periods, and specific tax matters; Intermediate Service Provider checkbox. Form 8821, page 1
- Lines 4 and 5
- Specific use not recorded on the CAF; retention or revocation of prior tax information authorizations. Form 8821, page 1
- Line 6: Taxpayer signature
- Signature, date, printed name and title. Form 8821, page 1
Checked by PDF Tower: the official PDF has 1 page and 45 fillable fields (33 text, 12 checkbox or radio), 71 KB. SHA-256 8c9561c2059c3086…, computed .
Edition and revisions
- Edition on this page: Rev. January 2021.
- Recent developments (IRS): None at this time. Source
- All revisions at IRS
Sources
- About Form 8821 (IRS) Retrieved .
- Form 8821 (Rev. January 2021), official PDF Retrieved .
- Instructions for Form 8821 (Rev. September 2021), PDF Retrieved .
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