Forms

Question 1

Form 8275

Answer 1

Disclosure statement form, to disclose items that are not otherwise adequately disclosed on a tax return

Question 2

Form 8453

Answer 2

Paper documents submitted and attaching 8453 with them (for non-eligible e-file documents)

If you are an ERO, you must mail Form 8453 to the IRS within 3 business days after receiving acknowledgement that the IRS has accepted the electronically filed tax return. Three Three THREEEEE!

Question 3

Form 8879

Answer 3

IRS Form 8879 is the e-file Signature Authorization form, granting your tax preparer (Electronic Return Originator or ERO) permission to electronically file your return using a Personal Identification Number (PIN) as your signature, without you needing to sign the physical return sent to the IRS.

Does not need a signature…

Question 4

Form 14039

Answer 4

Identity Theft Affidavit Form

Question 5

Form 2587:

Answer 5

Applicants apply to take the special enrollment exam by filling for 2587

Question 6

Form 2848:

Answer 6

Power of Attorney and Declaration of Representative

Question 7

Form 56:

Answer 7

notice of fiduciary relationship - acts AS the taxpayer, NOT a representative

Question 8

Form 8821:

Answer 8

Provide confidential tax return info to anyone designated

Question 9

Form 843:

Answer 9

Seeking relief from improperly assessed interest

Question 10

Form 8857:

Answer 10

Innocent Spouse Relief: Spouse had NOOO idea

Question 11

Form 8379:

Answer 11

Injured Spouse: The innoncent sposes return is taken due to past due taxes from the other spouse

Question 12

Form 1127:

Answer 12

Application for Extension of Time for Payment of Tax Due to Undue Hardship

6 months or 18 months

Question 13

Form 433:

Answer 13

Statement of taxpayers financial conditions