Get Poa 1 Instructions

Filling out the Power of Attorney form (POA 1) is a critical process that allows individuals to designate a representative for their tax matters. This guide provides clear, step-by-step instructions to assist users in completing the POA 1 Instructions online effectively.

Follow the steps to complete the Power of Attorney form correctly.

1. Click ‘Get Form’ button to obtain the necessary form and open it in your editing tool.
2. Enter the taxpayer information. Include the taxpayer’s name, social security number, and mailing address. If filing a joint return, also provide the spouse's information.
3. Complete the representative information section. Input names, contact information, and mailing addresses for each appointed representative.
4. Specify the tax matters. List the types of taxes and the corresponding tax years, periods, or transactions that the representatives will handle.
5. Indicate any powers granted to the representatives, such as authority to sign tax returns or delegate their authority.
6. Complete the retention/revocation of prior powers of attorney section if applicable. This revokes any existing powers of attorney concerning the same tax matters.
7. Fill in the notices and communications section to specify how correspondences related to tax matters should be directed.
8. Ensure both the taxpayer and spouse sign the form if applicable. If a fiduciary is involved, appropriate signatures are required.
9. Acknowledge the power of attorney before a notary public. This is necessary for the power of attorney to be valid.
10. Save the completed document, and ensure all pages are submitted together. Download or print the form for submission.

Complete your Power of Attorney form online today.