IRS Form 8822 walkthrough (Change of Address)

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  • Опубліковано 25 сер 2024
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    Please feel free to check out our article, where we've written step by step instructions to help you walk through this tax form! www.teachmeper...
    If you’re looking for tutorials for other IRS Forms that you can file directly through the IRS website, check out our free fillable forms page: www.teachmeper...
    Here are links to articles and videos we've created about other tax forms and schedules mentioned in this video or its accompanying article:
    IRS Form 8822-B, Change of Address or Responsible Party, Business
    Article: www.teachmeper...
    Video: • IRS Form 8822-B walkth...
    IRS Form 2848, Power of Attorney and Declaration of Representative
    Article: www.teachmeper...
    Video: • IRS Form 2848 walkthro...
    Form SS-5, Application for New Social Security Card
    Article: www.teachmeper...
    Video: • Form SS-5 walkthrough ...

КОМЕНТАРІ • 13

  • @ronniehooper3723
    @ronniehooper3723 12 днів тому +1

    On form 8822-Part ll- would I leave both of my parents signature lines blank since they are unable to sign for themselves and simply put my signature, date and title (POA)?

    • @teachmepersonalfinance2169
      @teachmepersonalfinance2169  12 днів тому

      According to the form instructions: If you are a representative signing on behalf of the taxpayer, you must attach to Form 8822 a copy of your power of attorney. To do this, you can use Form 2848. The Internal Revenue Service will not complete an address change from an “unauthorized” third party.
      As long as your Form 2848 is attached to the change of address form, the IRS should accept it.

  • @ronniehooper3723
    @ronniehooper3723 12 днів тому +1

    And regarding the form 2848- I “think” I can just fill out the information that I can and attach the DPOA- neither one of my parents are competent to handle any of their affairs. Is this correct?

  • @ronniehooper3723
    @ronniehooper3723 13 днів тому

    I am the POA for both of my parents and the IRS said I have to do form 8822 and 2848.
    I am not sure if I am filling out the forms correctly! On form 8822 would I put both of my parents names and SS#’s and old address and my address and sign, date etc.?

    • @teachmepersonalfinance2169
      @teachmepersonalfinance2169  13 днів тому

      You can use IRS Form 2848 to authorize you (as the POA holder) to sign IRS Form 8822 on your parents' behalf. But if your Form 2848 is not already on file, then they will have to sign the Form 2848. If they're already doing that, then it's easier and simpler to ask them for one more signature.
      If your Form 2848 is already on file with the IRS, then you can file IRS Form 8822 (accompanied by a copy of your Form 2848). You would put both parents' name, SSN, and their old address. If you wish to have the IRS send correspondence to your address, that's acceptable. You would sign as the POA for both parents in the signature block.
      Keep in mind that when you file their tax return, the IRS will update your parents' records with the address on the tax return. So, if you've filing Form 8822 to route IRS correspondence to your house while they're still living separately, and you file their tax return with their current address, the IRS record will revert back to the address listed on the tax return.

  • @UNC3345
    @UNC3345 3 місяці тому

    If I need to both request an extension and change an address, so is it possible for me to send both of these at the same time?

    • @teachmepersonalfinance2169
      @teachmepersonalfinance2169  2 місяці тому +1

      You might be able to do this at the same time, but your extension request would be on a different form. You would likely request an extension on IRS Form 4868 (most taxpayers in the United States), or IRS Form 2350 (overseas taxpayers expecting special tax treatment due to a tax treaty). I've included links to resources for both forms below:
      IRS Form 4868, Application for Automatic Extension of Time to File U.S. Individual Income Tax Return
      Article: www.teachmepersonalfinance.com/irs-form-4868-instructions/
      Video: ua-cam.com/video/rrJpQEM0mqg/v-deo.html
      IRS Form 2350, Application for Extension of Time To File U.S. Income Tax Return For U.S. Citizens and Resident Aliens Abroad Who Expect To Qualify for Special Tax Treatment
      Article: www.teachmepersonalfinance.com/irs-form-2350-instructions/
      Video: ua-cam.com/video/1RvJlwN3Wr8/v-deo.html

    • @UNC3345
      @UNC3345 2 місяці тому

      @@teachmepersonalfinance2169 okay thank you

  • @brittanyjames5301
    @brittanyjames5301 4 місяці тому

    Hello i moved out and got my own place do i still put my ex spouse name on the form?

    • @teachmepersonalfinance2169
      @teachmepersonalfinance2169  4 місяці тому

      If you're officially divorced, then you probably don't need to include your ex spouse's name on the form.

  • @JasonV9601
    @JasonV9601 Місяць тому

    Hi i live in texas so where i need to send it

    • @teachmepersonalfinance2169
      @teachmepersonalfinance2169  Місяць тому

      @@JasonV9601 We cover that in this article:
      www.teachmepersonalfinance.com/irs-form-8822-instructions/