I have a good friend who has been a client for years. His mother (I have been doing her return as well) had to go into a nursing Home. He has had a durable power of attorney in place for years. She is unable to care for herself at all (stroke). He is going to file her tax return. The power of attorney specifically states he has the power to file any tax returns be it state or federal on her behalf. I have two questions. Do I still need him to fill out and sign a 2848 (he would need to sign for his mother) or can I just use the durable power of attorney to e file? My second question is, if I do need form 2848 do I need to mail it in. The instructions say no (it says do not send if used for the purpose of electronic signature authorization) but my software generates an 8453 and wants me to mail the 2848 in (if needed). Thanks for your help.
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To my knowledge, a 2848 isn't required for efile.
The only reason I get them is to facilitate problem resolution. With one on file, I am copied on any correspondence the IRS issues my taxpayer and can directly respond. This speeds the plow greatly.
So unless you want to be copied on IRS correspondence and plan to interact with the IRS on the taxpayers behalf, I wouldn't get one in your case. -
Thanks Bird
Thanks. I have got them in situations you have outlined. I figured I was ok. Sometimes you second guess yourself.Comment
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