Tax Preparation Help  
Form 1040 Instructions 2005 2005 Tax Year

Third Party Designee

If you want to allow a friend, family member, or any other person you choose to discuss your 2005 tax return with the IRS, check the “Yes’ box in the “Third Party Designee’ area of your return. Also, enter the designee´s name, phone number, and any five digits the designee chooses as his or her personal identification number (PIN). But if you want to allow the paid preparer who signed your return to discuss it with the IRS, just enter “Preparer’ in the space for the designee´s name. You do not have to provide the other information requested.

If you check the “Yes’ box, you, and your spouse if filing a joint return, are authorizing the IRS to call the designee to answer any questions that may arise during the processing of your return. You are also authorizing the designee to:

  • Give the IRS any information that is missing from your return,
  • Call the IRS for information about the processing of your return or the status of your refund or payment(s),
  • Receive copies of notices or tran-scripts related to your return, upon request, and
  • Respond to certain IRS notices about math errors, offsets, and return preparation.

You are not authorizing the designee to receive any refund check, bind you to anything (including any additional tax liability), or otherwise represent you before the IRS. If you want to expand the designee´s authorization, see Pub. 947.

The authorization will automatically end no later than the due date (without regard to extensions) for filing your 2006 tax return. This is April 16, 2007, for most people. If you wish to revoke the authorization before it ends, see Pub. 947.

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