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Form 2848 ND: What You Should Know

Taxpayers' right to inspect and/or receive confidential  Information — ftwilliam.com May 22, 2023 — To use Form 2848, the person(s) you authorize to represent you must be a person eligible to practice tax law under the power of attorney also must include a declaration that you are entitled to use the Form 2848 and that your rights under the trust will be protected.  May 22, 2023 — To be sure you are eligible to use Form 2848 and your rights under the trust protect you, you must complete the forms and return them to your trust administrator with  form 8821. Top This form, which the IRS calls “Tax Information Authorization”, is required by the trust if the trust is established with Form 8821 Instructions — ftwilliam.com Form 8821 (Rev. January 1, 2026) — IRS May 3, 2023 — Use Form 8821 only to authorize an individual or organization to inspect and/or receive confidential information of your clients from your  If you've changed your address or if you want to update the information listed on your trust, check out our website at May 3, 2023 — If you have questions about the trusts, click here to contact us. Use Form 8821 or Form 8821S when you are ready to give your clients your information. May 19, 2023 — If it is an individual, and you want to give his or her information to another person, use Form 2848 or Form 8821 to authorize that person and only that person to inspect and/or receive your confidential information. May 19, 2023 — If it is an organization, and you want to give its information to another person, use Form 2848 or Form 8821 to authorize that person and only that person to inspect and/or receive your confidential information. May 20, 2023 — If you have any questions about the trusts, click here to contact us.

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