IRS Form 56 Walkthrough (Notice of Fiduciary Relationship)

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Address change

You cannot use IRS Form 56 to notify the IRS of an address change. You must use either IRS Form 8822 or IRS Form 8822-B to do so.

Find more information in our articles and videos for each change of address form below:

IRS Form 8822, Change of Address
Article: https://www.teachmepersonalfinance.co...
Video:    • IRS Form 8822-B walkthrough - ARCHIVE...  

IRS Form 8822-B, Change of Address or Responsible Party - Business
Article: https://www.teachmepersonalfinance.co...
Video:    • IRS Form 8822-B walkthrough - ARCHIVE...  

Power of attorney or declaration of representative.

You cannot use IRS Form 56 to notify the IRS of a power of attorney or to declare yourself as the taxpayer's representative. Instead, you must use IRS Form 2848, Power of Attorney, to do so. Find more information in our articles and videos for IRS Form 2848, below.

IRS Form 2848, Power of Attorney & Declaration of Representative
Article: https://www.teachmepersonalfinance.co...
Video:    • IRS Form 2848 walkthrough - ARCHIVED ...  

Users will use IRS Form 56 to notify the Internal Revenue Service of any fiduciary relationships they are starting or terminating.

In a fiduciary relationship, the fiduciary will act as if he or she is the actual taxpayer. This means that the fiduciary has the rights and responsibilities of the actual taxpayer. In contrast, an appointed representative can only perform acts expressly permitted by the taxpayer, and has no responsibilities to act on the taxpayer's behalf without express permission given on IRS Form 2848.