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Employee
June 1, 2019
Solved

How do you file online if you are Power of Attorney for someone

  • June 1, 2019
  • 1 reply
  • 0 views
Is it okay to file for them ~
Best answer by bwa

To e-file with a Power of Attorney, you need to complete and send Form 8453 with Form 2848* to the IRS within 3 business days after your e-file is accepted.

*Or other POA stating you have authority to file the tax return.


1 reply

bwaAnswer
Employee
June 1, 2019

To e-file with a Power of Attorney, you need to complete and send Form 8453 with Form 2848* to the IRS within 3 business days after your e-file is accepted.

*Or other POA stating you have authority to file the tax return.


Employee
June 1, 2019
According to the IRS, if you have a CAF number on file and in good standing, there is no need to file the Form 2848 or Form 8453. Rather, they say to cross out the tax preparer info designation and write "POA" in its place with the CAF number. Then sign it on behalf of the filer.

However, Turbotax doesn't seem to have a way to indicate you're filing for someone else or the best way to general the signature docs. I've searched for a consistent answer for this and haven't found it.