Unable or unwilling to work with the IRS yourself? No problem! There are multiple ways to authorize someone to work on your behalf. The IRS has established four basic levels for third-party help:
Are these authorizations permanent?
If you're anxious about giving certain rights to others, don't be — you can revoke any of the above authorizations at any time.
Indeed, third-party designees and oral disclosures expire automatically. A third-party designee authorization ends one year from the due date of the relevant tax return; an oral disclosure authorization may expire at the end of the conversation but can also be granted longer if the taxpayer wants the IRS to continue having a conversation with the designated third party until the tax matter is resolved. Power of attorney and tax information authorization stay in effect until the taxpayer revokes the authorization or the representative withdraws it.
Are any of these third-party authorizations right for you? And if so, which ones? As tax season approaches, work with tax professionals to see whether they can do any of them for you or can suggest someone else who might be able to work with you.
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