Form 2848 - Unenrolled Return Preparer

[retbenser]

Can a CLU or ChFC who assist a plan sponsor on qualified plan contribution and tax-deductibility issues be considered an "Unenrolled Return Preparer" who can act as representative under Form 2848?

Thanks for all responses

.

[Kevin C]

There is a good discussion of the 2848 vs 8821 issue on the IRS website.

http://www.irs.gov/retirement/article/0,,id=224400,00.html

[mbozek]

Can a CLU or ChFC who assist a plan sponsor on qualified plan contribution and tax-deductibility issues be considered an "Unenrolled Return Preparer" who can act as representative under Form 2848?

Thanks for all responses

.

According to the intstructions to form 2848, an Unenrolled Return preparer can only represent a taxapayer with regard to a tax return he or she prepared.