peterhawaii
Level 3

My power of attorney for one client is not being accepted by the IRS collections agent and then I can not see communications he is sending out.

The power of attorney has code h and my Pin #.  I meet all 4 tests (Instructions on Form 2848 listed on the Form in Part II just above my signature) in code h including having a valid PTIN and fulfilled the annual filing season program with the IRS showing a record of completion of the required courses.  In the box next to code h is my PTIN number.

Agent has never told me he refused to accept power of attorney, but he is not following instructions on the power of attorney.

For another client Agent 1003371529 (A collection Agent) says her supervisor has a rule for all IRS agents.  Never accept any power of attorneys with code h.  I have stuff I need to check and in the past two weeks, tried 3 times, each time 90 minutes lapse before I talk to an agent and then each time the agent will not help me to find out about the installment agreement, or the data for amending the 2014 and 2015 tax return, which changed from the original because the IRS added a Form 1099R.  There is a rule that if the taxpayer paid a return within the last two years, the you can amend and get the refund.  In this case it is impossible to find out when the client made payments on the installment agreement for the 2014 return.

Where do we go so that the IRS  andcollection agents accept code h, Unenrolled Return Preparers power of attorneys?  I know of nothing that can be done if their policy is to never accept code h designation for power of attorneys.

This should affect lots of preparers using ProSeries and who can these unenrolled tax preparers contact to fix this horrible situation.

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