What form of notice does IRS need when my daughter would need to file
my taxes in the case of my incapacitation by dementia or other disability.
I have had a DPOA created, naming her my "agent" or "attorney-in-fact",
and have found that banks and brokerages, etc require a form of their
own to be in place prior to any such instance.
retired1 <retired@home.usa> wrote:
What form of notice does IRS need when my daughter would need
to file
my taxes in the case of my incapacitation by dementia or other
disability.
I have had a DPOA created, naming her my "agent" or
"attorney-in-fact", and have found that banks and brokerages, etc
require a form of their own to be in place prior to any such
instance.
Form 2848 Power of Attorney and Declaration of Representative https://www.irs.gov/forms-pubs/about-form-2848
Chart of where the paper form is file
https://www.irs.gov/instructions/i2848
If you look at the instructions, a family member can represent
you.
Part II. Declaration of Representative
f Family Member—Enter the relationship to the taxpayer (must be
a
spouse, parent, child, brother, sister, grandparent,
grandchild, step-parent, step-child, step-brother, or
step-sister).
retired1 <retired@home.usa> wrote:
What form of notice does IRS need when my daughter would need to file >> my taxes in the case of my incapacitation by dementia or other disability.
I have had a DPOA created, naming her my "agent" or "attorney-in-fact",
and have found that banks and brokerages, etc require a form of their
own to be in place prior to any such instance.
Form 2848 Power of Attorney and Declaration of Representative https://www.irs.gov/forms-pubs/about-form-2848
Chart of where the paper form is file
https://www.irs.gov/instructions/i2848
If you look at the instructions, a family member can represent you.
Part II. Declaration of Representative
f Family Member—Enter the relationship to the taxpayer (must be a
spouse, parent, child, brother, sister, grandparent, grandchild,
step-parent, step-child, step-brother, or step-sister).
On 11/10/23 10:28 AM, Adam H. Kerman wrote:
retired1 <retired@home.usa> wrote:
What form of notice does IRS need when my daughter would
need to file
my taxes in the case of my incapacitation by dementia or other
disability.
I have had a DPOA created, naming her my "agent" or
"attorney-in-fact", and have found that banks and brokerages,
etc require a form of their own to be in place prior to any such
instance.
Form 2848 Power of Attorney and Declaration of Representative
https://www.irs.gov/forms-pubs/about-form-2848
Chart of where the paper form is file
https://www.irs.gov/instructions/i2848
If you look at the instructions, a family member can represent
you.
Part II. Declaration of Representative
f Family Member—Enter the relationship to the taxpayer (must
be a
spouse, parent, child, brother, sister, grandparent,
grandchild, step-parent, step-child, step-brother, or
step-sister).
I saw the 2848 form, but am confused by the first paragraph that
says "The individual you authorize must be a person eligible to
practice before the IRS".
Does the "f Family Member" selection override the "eligible to
practice" requirement, or what ?
Is there not a simpler form to merely allow a family member to
file my taxes for me ?
On 11/10/23 10:28 AM, Adam H. Kerman wrote:
retired1 <retired@home.usa> wrote:
What form of notice does IRS need when my daughter would need to file >>>my taxes in the case of my incapacitation by dementia or other disability.
I have had a DPOA created, naming her my "agent" or "attorney-in-fact", >>>and have found that banks and brokerages, etc require a form of their
own to be in place prior to any such instance.
Form 2848 Power of Attorney and Declaration of Representative >>https://www.irs.gov/forms-pubs/about-form-2848
Chart of where the paper form is file >>https://www.irs.gov/instructions/i2848
If you look at the instructions, a family member can represent you.
Part II. Declaration of Representative
I saw the 2848 form, but am confused by the first paragraph that says
"The individual you authorize must be a person eligible to practice
before the IRS".
Does the "f Family Member" selection override the "eligible to practice" >requirement, or what ?
Is there not a simpler form to merely allow a family member to file my
taxes for me ?
Stuart O. Bronstein <spamtrap@lexregia.com> wrote:
"Adam H. Kerman" <ahk@chinet.com> wrote:
retired1 <retired@home.usa> wrote:
What form of notice does IRS need when my daughter would
need to
file my taxes in the case of my incapacitation by dementia or
other disability.
I have had a DPOA created, naming her my "agent" or
"attorney-in-fact", and have found that banks and brokerages,
etc require a form of their own to be in place prior to any such >>>>instance.
Form 2848 Power of Attorney and Declaration of Representative >>>https://www.irs.gov/forms-pubs/about-form-2848
Chart of where the paper form is file >>>https://www.irs.gov/instructions/i2848
If you look at the instructions, a family member can represent
you.
Part II. Declaration of Representative
f Family Member--Enter the relationship to the taxpayer (must be
a
spouse, parent, child, brother, sister, grandparent,
grandchild, step-parent, step-child, step-brother, or
step-sister).
Right. But the instructions to the 2848 say that if it's a family
member, you don't use that form. It refers to a Revenue Procedure
that says what needs to be in a POA for the IRS.
You are going to have to provide a properly cited accurate quote.
I read through the instructions before I posted and found nothing
of the kind. This is the correct form to file to give his daughter
the power of attorney he requires and to authorize her, as his representative, to sign his return.
"Adam H. Kerman" <ahk@chinet.com> wrote:
retired1 <retired@home.usa> wrote:
What form of notice does IRS need when my daughter would need to >>>file my taxes in the case of my incapacitation by dementia or other >>>disability.
I have had a DPOA created, naming her my "agent" or
"attorney-in-fact", and have found that banks and brokerages, etc
require a form of their own to be in place prior to any such
instance.
Form 2848 Power of Attorney and Declaration of Representative >>https://www.irs.gov/forms-pubs/about-form-2848
Chart of where the paper form is file >>https://www.irs.gov/instructions/i2848
If you look at the instructions, a family member can represent
you.
Part II. Declaration of Representative
Right. But the instructions to the 2848 say that if it's a family
member, you don't use that form. It refers to a Revenue Procedure
that says what needs to be in a POA for the IRS.
On 11/10/23 10:28 AM, Adam H. Kerman wrote:Eligible to practice has a broad meaning for using the Form 2848. Adam Kerman is correct. A family member can represent you before the IRS.
retired1 <ret...@home.usa> wrote:
What form of notice does IRS need when my daughter would need to file
my taxes in the case of my incapacitation by dementia or other disability.
I have had a DPOA created, naming her my "agent" or "attorney-in-fact",
and have found that banks and brokerages, etc require a form of their
own to be in place prior to any such instance.
Form 2848 Power of Attorney and Declaration of Representative https://www.irs.gov/forms-pubs/about-form-2848
Chart of where the paper form is file https://www.irs.gov/instructions/i2848
If you look at the instructions, a family member can represent you.
Part II. Declaration of Representative
f Family Member—Enter the relationship to the taxpayer (must be a
spouse, parent, child, brother, sister, grandparent, grandchild, step-parent, step-child, step-brother, or step-sister).
I saw the 2848 form, but am confused by the first paragraph that says
"The individual you authorize must be a person eligible to practice
before the IRS".
Does the "f Family Member" selection override the "eligible to practice" requirement, or what ?
Is there not a simpler form to merely allow a family member to file my
taxes for me ?
On Friday, November 10, 2023 at 8:34:25 AM UTC-8, retired1 wrote:
On 11/10/23 10:28 AM, Adam H. Kerman wrote:Eligible to practice has a broad meaning for using the Form 2848. Adam Kerman is correct. A family member can represent you before the IRS.
retired1 <ret...@home.usa> wrote:I saw the 2848 form, but am confused by the first paragraph that says
What form of notice does IRS need when my daughter would need to file
my taxes in the case of my incapacitation by dementia or other disability. >>>
I have had a DPOA created, naming her my "agent" or "attorney-in-fact", >>>> and have found that banks and brokerages, etc require a form of their
own to be in place prior to any such instance.
Form 2848 Power of Attorney and Declaration of Representative
https://www.irs.gov/forms-pubs/about-form-2848
Chart of where the paper form is file
https://www.irs.gov/instructions/i2848
If you look at the instructions, a family member can represent you.
Part II. Declaration of Representative
f Family Member—Enter the relationship to the taxpayer (must be a
spouse, parent, child, brother, sister, grandparent, grandchild,
step-parent, step-child, step-brother, or step-sister).
"The individual you authorize must be a person eligible to practice
before the IRS".
Does the "f Family Member" selection override the "eligible to practice"
requirement, or what ?
Is there not a simpler form to merely allow a family member to file my
taxes for me ?
The 2848 instructions tell you this.
On 11/11/23 2:50 AM, Alan wrote:
On Friday, November 10, 2023 at 8:34:25 AM UTC-8, retired1 wrote:
On 11/10/23 10:28 AM, Adam H. Kerman wrote:
retired1 <ret...@home.usa> wrote:
What form of notice does IRS need when my daughter would need to file >>>>>my taxes in the case of my incapacitation by dementia or other disability.
I have had a DPOA created, naming her my "agent" or "attorney-in-fact", >>>>>and have found that banks and brokerages, etc require a form of their >>>>>own to be in place prior to any such instance.
Form 2848 Power of Attorney and Declaration of Representative >>>>https://www.irs.gov/forms-pubs/about-form-2848
Chart of where the paper form is file >>>>https://www.irs.gov/instructions/i2848
If you look at the instructions, a family member can represent you.
Part II. Declaration of Representative
f Family Member--Enter the relationship to the taxpayer (must be a
spouse, parent, child, brother, sister, grandparent, grandchild,
step-parent, step-child, step-brother, or step-sister).
I saw the 2848 form, but am confused by the first paragraph that says >>>"The individual you authorize must be a person eligible to practice >>>before the IRS".
Does the "f Family Member" selection override the "eligible to practice" >>>requirement, or what ?
Is there not a simpler form to merely allow a family member to file my >>>taxes for me ?
Eligible to practice has a broad meaning for using the Form 2848. Adam Kerman is correct. A family member can represent you before the IRS.
The 2848 instructions tell you this.
So I did a search looking for an example of Form 2848 covering my
possible need. I found this that gives line by line info on what to fill in.
https://getcarefull.com/articles/instructions-irs-form-2848-power-of-attorney
The info for Line 3 seems to indicate that we should not file this form
until the need actually arises, as it apparently is only good for a 3 or
4 year period, starting when filed.
Unless anyone sees a problem with this, this what we plan to do.
My thanks to all
retired1 <retired@home.usa> wrote:
On 11/11/23 2:50 AM, Alan wrote:
On Friday, November 10, 2023 at 8:34:25 AM UTC-8, retired1 wrote:
On 11/10/23 10:28 AM, Adam H. Kerman wrote:
retired1 <ret...@home.usa> wrote:
What form of notice does IRS need when my daughter would need to file >>>>>> my taxes in the case of my incapacitation by dementia or other disability.
I have had a DPOA created, naming her my "agent" or "attorney-in-fact", >>>>>> and have found that banks and brokerages, etc require a form of their >>>>>> own to be in place prior to any such instance.
Form 2848 Power of Attorney and Declaration of Representative
https://www.irs.gov/forms-pubs/about-form-2848
Chart of where the paper form is file
https://www.irs.gov/instructions/i2848
If you look at the instructions, a family member can represent you.
Part II. Declaration of Representative
f Family Member--Enter the relationship to the taxpayer (must be a
spouse, parent, child, brother, sister, grandparent, grandchild,
step-parent, step-child, step-brother, or step-sister).
I saw the 2848 form, but am confused by the first paragraph that says
"The individual you authorize must be a person eligible to practice
before the IRS".
Does the "f Family Member" selection override the "eligible to practice" >>>> requirement, or what ?
Is there not a simpler form to merely allow a family member to file my >>>> taxes for me ?
Eligible to practice has a broad meaning for using the Form 2848. Adam Kerman is correct. A family member can represent you before the IRS.
The 2848 instructions tell you this.
So I did a search looking for an example of Form 2848 covering my
possible need. I found this that gives line by line info on what to fill in.
https://getcarefull.com/articles/instructions-irs-form-2848-power-of-attorney
The info for Line 3 seems to indicate that we should not file this form
until the need actually arises, as it apparently is only good for a 3 or
4 year period, starting when filed.
Unless anyone sees a problem with this, this what we plan to do.
My thanks to all
I don't agree that the Web page properly summarized the instructions.
Three future tax years is an internal limitation on IRS's own use of the Centralized Authorization File in which information from Form 2848 is recorded.
You may grant your daughter power of attorney for more than three years.
It's just that IRS will not record tax years that exceed 3 years from December 31 of the year IRS receives the power of attorney in the CAF.
That just means your daughter needs to attach a copy of the power of
attorney in later years. Typically, a copy the power of attorney is
attached regardless. The person holding power of attorney has no idea
what IRS recorded in the CAF.
Again, your first instinct was correct. Do it now BEFORE the need
arises, for once it does, you won't have adequate control to arrange
your own affairs.
I think you are wise to do this now. Too many people don't.
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