Filing checklist
Before preparing 2848, verify the identity of the form and gather the records the instructions call for.
- For 2848, verify tax year, taxpayer identity, and supporting schedules against IRS instructions before filing.
- Confirm the tax year and revision before filing.
- Match names, taxpayer identification numbers, and dollar amounts against source records.
- Confirm the jurisdiction, case or matter details, party names, dates, exhibits, and required signature blocks.
- Attach exhibits, certificates, notices, affidavits, or service documents in the order required by the court, agency, or counterparty.
- Check whether notarization, witness information, service, or original signatures are required.