IRS Tax Forms That Can Be Notarized Online
As an individual or business owner, there are certain IRS tax forms that can be notarized online for convenience and efficiency. Some of the key forms include:
- IRS Form 2848, Power of Attorney and Declaration of Representative: This form appoints an individual as your power of attorney to act on your behalf for IRS matters. It can be notarized electronically using a remote online notarization.
- IRS Form 8821, Tax Information Authorization: This tax release form authorizes the IRS to release your confidential tax information to a third-party designee such as an accountant, tax professional or business associate. It requires notarization and can be done remotely online.
- IRS Form 706, United States Estate Tax Return: For estates, this tax form is required to report estate assets and calculate the total estate tax liability. As it involves sensitive financial and legal information, it commonly needs to be notarized. E-notarization is an option to complete this form.
- IRS Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts: This form is necessary to report certain transactions with foreign trusts and gifts from foreign entities. Due to the complexity and implications, notarization is typically required, which can be handled through an online notary public.
With online notarization, you can get these and other IRS forms notarized efficiently without having to visit a physical notary in-person. However, be sure to check with the IRS on any form you need notarized to ensure e-notarization is permitted and will be accepted. The key is staying up-to-date with the latest IRS regulations and policies on notarization of its forms.
Filing IRS Forms 2848 and 8821 Electronically
To authorize a representative to act on your behalf for certain tax matters, you must file either IRS Form 2848, Power of Attorney and Declaration of Representative, or Form 8821, Tax Information Authorization. Fortunately, you can now electronically file these forms to save time.
Form 2848 designates an eligible representative to act as your power of attorney for specified tax periods and matters. You must specify the tax periods, types of tax (e.g., income, estate), and specific matters (e.g., examination, collection, appeals) for which the representative is authorized to act. The representative can then receive confidential information and legally represent you before the IRS.
Form 8821 authorizes an appointee to inspect and receive your confidential tax information for the tax periods and matters you specify. The appointee can be an individual, organization, or your representative. However, unlike Form 2848, Form 8821 does not authorize the appointee to legally act on your behalf or represent you before the IRS.
To e-file Forms 2848 and 8821, you must first register an account with the IRS website. Then, you can complete, sign, and submit the forms electronically. The IRS will review and process your e-filed forms within 2 business days. E-filing is more convenient and helps avoid potential mail delays and errors.
By e-filing Form 2848 or 8821, you can authorize an eligible representative or appointee to assist you with important tax matters in a quick and efficient manner. Be sure to keep copies of the submitted forms for your records.
How to Get IRS Forms Notarized Online
Use a Remote Online Notary Service
Using a remote online notary (RON) service is the easiest way to get your IRS forms notarized electronically. RON services allow notaries to verify your identity and notarize documents online via live audio-video communication.
To use a RON service:
- Log onto BlueNotary
- Share the IRS forms you need notarized with the notary in advance. This allows them to review the forms and ensure they meet your state’s notarization requirements.
- Schedule a video call with the notary at your specified date and time. Make sure you have a valid government-issued photo ID ready to verify your identity.
- Sign the IRS forms in front of the notary on the video call. The notary will then notarize the forms electronically and BlueNotary will provide you with official notarized versions.
- Submit the electronically notarized IRS forms as required. Here is where you can download your files.
Using BlueNotary is a convenient way to get IRS forms notarized without leaving home. However, some states still have additional requirements for notarizing certain IRS forms. Check with the notary and your local regulations to ensure your forms will be accepted.
With the right service and proper verification, RON notarization can be just as legally valid as traditional notarization with better security and faster speed.
P.S. If you don’t need complete notarization and just need eSignature, OkScribble is likely the simplest solution for you.
