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Third Party Designee vs Form 2848

maximgt
Level 2

To my understanding, a Third Party Designee is an individual that is not the taxpayer or spouse that is authorized to speak to the IRS with regard to the return on which they are designated. However, in a couple of instances, I contacted the IRS to discuss a return on behalf of a taxpayer and the IRS requested that a POA (Form 2848) must be on file for that specific return and specific year before they can discuss the return with me. I did indicate that I was a 3rd party designee too. I am confused. Any thoughts?

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5 Replies 5
Just-Lisa-Now-
Level 15
Level 15

Just depends on the rep you get how accommodating they are. I think the 3rd party one is only good for a limited time and for limited information.

Having a signed 8821 or an 2848 to fax to the rep if they wont honor the 3rd party designee is always a safer bet.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
maximgt
Level 2

Thank you! 

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dkh
Level 11

I believe a Third Party Designee is only valid for one year from date return is filed.

maximgt
Level 2

I called the IRS about 60 days after the original return was filed. It's odd, but thanks for the input.

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dkh
Level 11

Maybe new IRS employee that doesn't know what they are doing

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