Support CenterEntering information on Form 2848 in Miscellaneous package
🔍 Entering information on Form 2848 in the Miscellaneous package
This guide explains what to enter on Form 2848 within the Miscellaneous package, including key fields on Page 1 and Page 2.
⚠️ Before You Begin
Before entering information, make sure you understand the following:
- Form 2848 must be marked as either Business or Individual.
- If you select Individual, you must enter one of the following:
- T for the taxpayer
- S for the spouse
- J for a joint return
Note: Form 2848 is not honored for any purpose other than representation before the IRS.
📊 Step-by-Step Guide
Step 1: Complete Page 1
Use this when you need to enter the required selections and representative information on Page 1.
Page 1
You must mark this form either Business or Individual. If you select the Individual check box, you must enter either T for the taxpayer, S for the spouse, or J for a joint return. Information is then carried over from the Main Information Sheet.
Note: Form 2848 is not honored for any purpose other than representation before the IRS.
Line 2
Only the first three representatives you list are entered on the Centralized Authorization File (CAF). All representatives must sign and date this form on page 2, Part II.
Line 4
Select the checkbox on this line if the power of attorney is for a specific use not recorded on CAF. You may duplicate this form by pressing Shift+F10.
Step 2: Complete Page 2
Use this when you need to finish all remaining required information.
Page 2
Complete all applicable information. See the IRS instructions for Form 2848 for more information.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
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