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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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- Power of Attorney
Power of Attorney
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Thunder
Level 2
04-09-2024
05:30 PM
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I have a return where the client's daughter, who supplied the tax documents (w2s etc), has signed her name on the 8879 but has appended the "as power of attorney for [name of client]. What is my obligation as the ERO? Do I have to have the POA, and do I transmit with the return?
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2 Comments 2
dascpa
Level 11
04-09-2024
06:31 PM
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I would get a copy for my own file documentation. I would also explore the reason for the POA.
Unless you know all the parties anyone could say they have POA and then direct a refund into their own account, nefariously.
Thunder
Level 2
04-09-2024
06:39 PM
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Thank you. Unbelievable that you cannot get an answer on the IRS site that is straightforward. I know from working with this client that a substantial amount of dementia has crept in over the last few years, so none of this comes as a surprise. I have already reached out to get the POA and assuming it looks good, I will file based on the POA's authorization. Appreciate the message....
