Will 8821 work for this?

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  • AZ-Tax
    Senior Member
    • Feb 2008
    • 2604

    #1

    Will 8821 work for this?

    Amending 2009 tax return for which husband and wife were alive and signed return. Husband died early this year 2011. Will the IRS accept an 8821 only signed by the spouse of the 2009 tax return?
  • appelman
    Senior Member
    • Jan 2010
    • 1195

    #2
    Sign as surviving spouse.

    I would think that should do it. But why don't you just execute a 2848?
    Evan Appelman, EA

    Comment

    • taxea
      Senior Member
      • Nov 2005
      • 4292

      #3
      Originally posted by AZ-Tax
      Amending 2009 tax return for which husband and wife were alive and signed return. Husband died early this year 2011. Will the IRS accept an 8821 only signed by the spouse of the 2009 tax return?
      Form 56 and form 1310?
      Believe nothing you have not personally researched and verified.

      Comment

      • appelman
        Senior Member
        • Jan 2010
        • 1195

        #4
        For a spouse...

        That seems like overkill.
        Evan Appelman, EA

        Comment

        • AZ-Tax
          Senior Member
          • Feb 2008
          • 2604

          #5
          Surviving spouse worked

          Originally posted by appelman
          I would think that should do it. But why don't you just execute a 2848?
          I typed the surviving "spouse name - surviving spouse" on bottom line and she signed. IRS had no problem accepting it. Thanks for the help everyone.

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