Get How To Use Irs Form 8821 With Your Appeal Of ... - Social Security - Ssa

Filling out IRS Form 8821 is essential when you wish to appeal your Medicare Part B income-related monthly adjustment amount to an administrative law judge. This guide provides clear, step-by-step instructions to help you complete the form accurately and effectively.

Follow the steps to successfully fill out IRS Form 8821 for your appeal.

1. Click the 'Get Form' button to obtain the form and open it for editing.
2. In Line 1, enter your taxpayer information, ensuring to include your name, social security number, and address. Avoid including your appointee's details.
3. In Line 2, provide the full name of the appointee as well as the Office of Medicare Hearings and Appeals. Do not fill in the CAF number block.
4. In Line 3, specify the tax matters by circling 'Income' in item 3(a) and indicating the tax form used in item 3(b), typically '1040'.
5. Enter the year(s) for which the SSA used your tax return information in item 3(c) and the years for which you are appealing in item 3(d), using YYYY format.
6. Skip lines 4, 5, and 6 as they are not applicable for your appeal process.
7. After completing the form, review it for accuracy and completeness. The form will not be processed if there are any omissions.
8. Mail the completed IRS Form 8821 along with the HA-501-U5 form to the designated Social Security Administration address.
9. You may also contact the provided phone numbers for any additional questions or clarifications regarding the process.

For further assistance, consider exploring more resources to ensure your documents are correctly prepared online.