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?
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.