Form 2848 for an incapaciated client

Technical topics regarding tax preparation.
#1
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20-Mar-2015 8:37am
Location:
Concan, Tx
Client began suffering seizures in 2017 and now is in a skilled nursing facility. She had a durable power of attorney with the County Clerk. Now her POA is handling her finances. Although we have found a lot of her paperwork for 2017, her Forms 1099 are not available. Can her POA sign a Form 2848 to allow me to access her information for 2017 with an attached copy of the filed paperwork?
 

#2
sjrcpa  
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23-Apr-2014 5:27pm
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Maryland
Yes
 

#3
makbo  
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In The Counting House
See procedures documented in IRS publications for perfecting a non-IRS power of attorney. The answer is more complicated than just "yes". Or, search the yellow box, it's been mentioned several times in this forum in the past.
 

#4
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18
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Location:
Concan, Tx
Thank you
 

#5
mscash  
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Modesto, California
If the client still has he wits about her, why not get her to sign the 2848 and make this a non-issue. Her address is c/o the POA
 


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