You can allow the IRS to discuss your tax return information with a third party by completing the Third-Party Designee section of your tax return, often referred to as “Checkbox Authority.” This will allow the IRS to discuss the processing of your current tax return, including the status of tax refunds, with the person you designate. This authorization is limited to matters concerning the processing of the tax return containing the completed Third-Party Designee section. The third-party designee authority only lasts one year from the due date of the return.
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If you check the box in the Third-Party Designee section of your tax return, the individual you name will be able to discuss problems with processing your return and questions about your tax refund with the IRS. This designation does not allow that individual to contact the IRS on your behalf to discuss tax information about other tax years or to assist you with an unpaid balance or audit issues. This designation is only valid for one year from the date the return was due.
If you need assistance with an unpaid balance, audit, or other tax issue, you will need to sign and file a Form 2848, Power of Attorney and Declaration of Representative. This form allows the representative that you name to contact any department of the IRS on your behalf for any tax years you list on the form.
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