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Expanded Instructions
  • Step: 9
  • Instruction Year: 2023

If the taxpayer would like to designate an individual to discuss this return with the Department, complete this section with that individual’s information.

An individual listed in this section will be able to discuss and receive information from the Department about this return. This authorization is specific to the individual income tax return for this tax year. If the taxpayer wishes to have this individual represent the taxpayer on other matters, or for other tax years, the taxpayer must submit an IA 8821 Tax Information Disclosure Designation or IA 2848 Power of Attorney.

This authorization is limited to the ability to discuss the return and receive return information from the Department. It does not authorize the individual to act on behalf of the taxpayer or to appoint another person as Power of Attorney for the taxpayer.