Fill in a Valid Nebraska 33 Form

What is the purpose of the Nebraska 33 form?

The Nebraska 33 form serves as a Power of Attorney (POA) that allows a taxpayer to appoint an attorney-in-fact for representation before the Nebraska Department of Revenue. This form is essential for taxpayers who want someone else to handle their tax matters, receive confidential tax information, and represent them in proceedings related to specific tax categories and periods. It clearly outlines the authority granted to the attorney-in-fact, which can include actions such as negotiating compromises with the Department or receiving notices regarding tax matters.

Who needs to file the Nebraska 33 form?

Any taxpayer wishing to secure representation by another party in tax matters before the Nebraska Department of Revenue must file the Nebraska 33 form. This includes individuals, corporations, partnerships, estates, and trusts. The form is necessary to allow the appointed representative to access confidential tax information and perform actions on behalf of the taxpayer. If there are multiple representatives, each must be listed on the form, and the taxpayer must ensure that the proper authority is granted.

How should the Nebraska 33 form be submitted?

The completed Nebraska 33 form can be submitted at any time. It can be emailed, faxed, or mailed to the Nebraska Department of Revenue. The email address for submission is rev.poa@nebraska.gov, while the fax number is 402-471-5608. For those choosing to mail the form, it should be sent to the Nebraska Department of Revenue, PO Box 94818, Lincoln, NE 68509-4818. It is crucial to file the form before the appointed representative can act on the taxpayer’s behalf regarding confidential tax matters.

What should be included in the Nebraska 33 form?

The Nebraska 33 form requires several key pieces of information. Taxpayers must provide their name, address, and identification numbers, as well as the name and address of the attorney-in-fact. Additionally, the form should specify the tax categories, matters of representation, and tax periods for which the attorney-in-fact is authorized to act. Taxpayers can also indicate any specific acts they wish to grant or withhold from the attorney-in-fact. Finally, the form must be signed by the taxpayer or an authorized representative, ensuring that the authority to act is valid and recognized by the Department.

The Nebraska 33 form is a Power of Attorney that allows a taxpayer to appoint an individual or entity to represent them in tax matters before the Nebraska Department of Revenue. Along with this form, there are several other documents that may be necessary to ensure proper representation and compliance with state tax laws. Below is a list of commonly used forms and documents that complement the Nebraska 33 form.

• Designation of Attorney-in-Fact: This document is used to specify additional attorneys-in-fact if more than two are being appointed. It provides the necessary information about each appointee, ensuring clarity in representation.
• NYCERS F552 Retirement Option Election Form: This form is essential for Tier 1 and Tier 2 members of the New York City Employees' Retirement System (NYCERS) to elect their retirement payment option. For further details, refer to NY PDF Forms.
• Revocation of Power of Attorney: If a taxpayer wishes to revoke a previously filed Power of Attorney, this form is required. It allows the taxpayer to specify which prior authorizations remain in effect, if any.
• Taxpayer Identification Form: This form collects essential identification details, such as the taxpayer's Social Security number or Federal ID number. It helps establish the taxpayer's identity in dealings with the Department of Revenue.
• Tax Return Forms: Depending on the tax matters being addressed, specific tax return forms must be submitted. These forms provide the necessary financial information for the Department to process tax obligations accurately.
• Power of Attorney for Federal Taxes: This document is similar to the Nebraska 33 form but is used for federal tax matters. Taxpayers may need to file this form if they are also dealing with the IRS.
• Notice of Appeal: If a taxpayer disagrees with a decision made by the Department of Revenue, this form initiates the appeal process. It must be filed within a specific timeframe to preserve the taxpayer's rights.
• Consent to Extend Statute of Limitations: This form allows taxpayers to agree to extend the time period during which the Department can assess taxes. It is often used in complex tax situations where additional time is needed to resolve issues.

These documents work together with the Nebraska 33 form to ensure that taxpayers can effectively manage their tax matters and maintain compliance with state regulations. Understanding each form's purpose can help streamline the process and avoid potential complications.

Instructions on Writing Nebraska 33

Filling out the Nebraska 33 form is an important step for taxpayers who want to designate someone to represent them in matters related to their taxes. This process ensures that the designated representative has the authority to act on your behalf with the Nebraska Department of Revenue. Below are the steps to successfully complete the form.

1. Provide Taxpayer Information: Fill in your name, business name (if applicable), and your address, including city, state, and zip code. If you are an individual, include your Social Security number. For a business, provide the Nebraska ID or Federal ID number.
2. Enter Attorney-in-Fact Information: Input the name and title or firm name of your designated attorney-in-fact. Include their address, email, and phone number. If you have more than two attorneys-in-fact, attach a separate sheet with their details.
3. Specify Tax Matters: Clearly indicate the tax categories, tax matters, and tax periods for which the attorney-in-fact is authorized to represent you. Be specific about the type of tax (e.g., income, sales) and the relevant periods.
4. Authorize Acts: Review the list of acts that the attorney-in-fact can perform. Strike through any powers you do not wish to grant. Ensure that you understand what each act entails, as this will determine the scope of your representative's authority.
5. Revocation of Prior Powers of Attorney: Choose whether to revoke all prior powers of attorney or to keep some in effect. If you choose to revoke only certain powers, list the names and details of those attorneys-in-fact you wish to retain.
6. Sign the Form: The taxpayer must sign and date the form. If filing jointly, both spouses need to sign. Make sure to include your printed name and title, if applicable.

Once you have completed the form, you can submit it to the Nebraska Department of Revenue via email, fax, or traditional mail. This will ensure that your designated representative can start acting on your behalf in tax matters promptly.