Form 8821, Tax Information Authorization Completed Form Examples and Samples
Explore a detailed example of Form 8821, showcasing how individuals can authorize a designee, such as a CPA, to receive their tax information. This sample highlights key sections including taxpayer details, designee information, and specified tax years for authorization.
Form 8821 Example – Individual Tax Information Authorization
How this form was filled:
This sample demonstrates how an individual authorizes a CPA to receive tax information. The individual’s details are filled out in Part I, the designee's information is provided in Part II, and the years covered are specified as 2024-2025.
Information used to fill out the document:
- Taxpayer Name: Hannah Smith
- Taxpayer Identification Number: 123-45-6789
- Taxpayer Address: 456 Elm Street, Anytown, USA
- Designee Name: David Johnson, CPA
- Designee Address: 789 Maple Avenue, Anytown, USA
- Designee Telephone: 555-123-4567
- Authorization Years: 2024-2025
- Signature: Hannah Smith
- Date: 03/20/2025
What this filled form sample shows:
- Accurate completion of taxpayer information in Part I
- Correct specification of designee details in Part II
- Clear indication of tax years covered: 2024-2025
- Properly formatted signature and date
Form specifications and details:
| Use Case: | Individual authorizing CPA to receive tax information |
| Relevant Tax Years: | 2024-2025 |
| Purpose: | To allow the CPA to access tax information |
