How do I file with a power of attorney?

Most people don't need to use a power of attorney, but can appoint a third-party designee instead. A third-party designee is someone (a friend, family member, or another person) you choose who can discuss your tax return with the IRS, if needed. A third party designee can:

• Give the IRS any information that is missing from the return.
• Call the IRS to find out about processing, payment, and refund issues.
• Receive copies of notices or transcripts related to your return.
• Respond to certain IRS notices about math errors, offsets, and return preparation.

You can appoint a third-party designee by going to the Third Party Designee screen found in the Misc menu tab.

If you want to authorize an individual to represent you before the IRS, you should submit a power of attorney. A power of attorney is most often required when you want to authorize another individual to perform at least one of the following acts on your behalf:

1. Represent you at a meeting with the IRS.
2. Prepare and file a written response to the IRS.

Use Form 2848  to appoint a recognized representative to act on your behalf before the IRS. The types of individuals that can have power of attorney on your behalf are as follows:

• Attorneys, CPAs, or enrolled agents,
• Family members,
• Paid preparer of your tax return,
• Qualifying students or law graduates working in low income tax clinics

You'll need to print this form out, fill it out yourself, and mail it in to the IRS.

Don't file Form 2848 with the rest of your return. Send it in separately to the address or fax number provided in the Form 2848 instructions .

You can still e-file the rest of your return, even if you mail in Form 2848.