I recently called the IRS about a clients 2006 tax return for which I am the tax preparer who prepared it. I was told that my client needs to complete a form 8821 for me to discuss my clients 2006 tax return. Even thou I was the tax preparer, I only have 1 year after the filing deadline (April 15th, 2007) to discuss there taxes w/o form 8821. Is this correct and if so would being a EA or CPA changed that?
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That is true and being an EA or CPA does not change the outcome. I believe you can find that in the Form 1040 instructions. -
Check the Box
That's correct for the check the box designation to speak to the preparer re the processing of the return. One year. Use Form 8821 to designate the year(s) after the expiration of the check mark. And, with an EA, CPA, etc., you could use Form 2868 POA instead of or in addition to Form 8821 which you might still want to use so your staff can RECEIVE information re the return. But, an EA or CPA does not extend the expiration date on the check the box method. Or, conference in your client on the telephone call to the IRS to give his permission. Or, use E-Services to get a POA entered instantaneously.Comment
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IRS only allows 1 year to discuss tax returns?
Both of the above posters are correct. The info that can be discussed between the taxpreparer and the IRS is only good until the next year's filing deadline (so it could be less that an actual year). The information that can be discussed is limited to only issues on the year in question. After the time is up you need to obtain a POA. I would recommend F2848 because form the IRS person suggested to you is also very limited in what can be discussed. taxeaBelieve nothing you have not personally researched and verified.Comment
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