Free IRS 8822 Form in PDF

Free IRS 8822 Form in PDF

The IRS 8822 form is used by taxpayers to report a change of address to the Internal Revenue Service. This form ensures that any correspondence or documents from the IRS reach the taxpayer at their new location. For those who need to update their address information, filling out the IRS 8822 form correctly is crucial. Click the button below to start the process.

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For individuals navigating the complexities of tax obligations, understanding the procedural aspects of engaging with the Internal Revenue Service (IRS) is crucial. Among the various forms and documents that are part of this bureaucratic landscape, the IRS Form 8822 plays a pivotal role. This form is specifically designed for taxpayers to report a change of address. Timely and accurate submission of this form is essential, as it ensures that taxpayers receive any critical correspondence or refunds from the IRS without delay. Not only does it help in maintaining the flow of communication with the tax authority, but it also safeguards against the potential misplacement of sensitive documents. By submitting the Form 8822, individuals demonstrate responsibility and proactive management of their tax-related affairs, a gesture that can contribute to smoother interactions with the IRS. Hence, the IRS encourages all taxpayers to promptly notify them of any changes in their address through this formal channel.

Preview - IRS 8822 Form

Form 8822

Change of Address

(Rev. February 2021)

(For Individual, Gift, Estate, or Generation-Skipping Transfer Tax Returns)

 

Department of the Treasury

Please type or print. See instructions on back. Do not attach this form to your return.

Information about Form 8822 is available at www.irs.gov/form8822.

Internal Revenue Service

Part I Complete This Part To Change Your Home Mailing Address

OMB No. 1545-1163

Check all boxes this change affects:

1

Individual income tax returns (Forms 1040, 1040-SR, 1040-NR, etc.)

If your last return was a joint return and you are now establishing a residence separate from the spouse with whom

you filed that return, check here

2

Gift, estate, or generation-skipping transfer tax returns (Forms 706, 709, etc.)

For Forms 706 and 706-NA, enter the decedent’s name and social security number below.

Decedent’s name

Social security number

3a Your name (first name, initial, and last name)

3b Your social security number

4a Spouse’s name (first name, initial, and last name)

4b Spouse’s social security number

5a Your prior name(s). See instructions.

5b Spouse’s prior name(s). See instructions.

6a

Your old address (no., street, apt. no., city or town, state, and ZIP code). If a P.O. box, see instructions. If foreign address, also complete spaces below,

 

see instructions.

Foreign country name

Foreign province/county

Foreign postal code

6b

Spouse’s old address, if different from line 6a (no., street, apt. no., city or town, state, and ZIP code). If a P.O. box, see instructions. If foreign address, also

 

complete spaces below, see instructions.

 

 

 

 

 

Foreign country name

Foreign province/county

Foreign postal code

 

 

 

 

7New address (no., street, apt. no., city or town, state, and ZIP code). If a P.O. box, see instructions. If foreign address, also complete spaces below, see instructions.

Foreign country name

Part II

Signature

Foreign province/county

Foreign postal code

Daytime telephone number of person to contact (optional)

Sign

▲▲

 

 

Your signature

Date

 

Here

 

 

 

 

 

If joint return, spouse’s signature

Date

For Privacy Act and Paperwork Reduction Act Notice, see back of form.

▲▲

Signature of representative, executor, administrator/if applicable Date

Title

 

Cat. No. 12081V

Form 8822 (Rev. 2-2021)

Form 8822 (Rev. 2-2021)

Page 2

Future Developments

Information about developments affecting Form 8822 (such as legislation enacted after we release it) is at www.irs.gov/form8822.

Purpose of Form

You can use Form 8822 to notify the Internal Revenue Service if you changed your home mailing address. If this change also affects the mailing address for your children who filed income tax returns, complete and file a separate Form 8822 for each child. If you are a representative signing for the taxpayer, attach to Form 8822 a copy of your power of attorney. Generally, it takes 4 to 6 weeks to process a change of address.

Changing both home and business addresses? Use Form 8822-B to change your business address.

Prior Name(s)

If you or your spouse changed your name because of marriage, divorce, etc., complete line 5. Also, be sure to notify the Social Security Administration of your new name so that it has the same name in its records that you have on your tax return. This prevents delays in processing your return and issuing refunds. It also safeguards your future social security benefits.

Addresses

Be sure to include any apartment, room, or suite number in the space provided.

P.O. Box

Enter your box number instead of your street address only if your post office does not deliver mail to your street address.

Foreign Address

Follow the country’s practice for entering the postal code. Please do not abbreviate the country.

“In Care of” Address

If you receive your mail in care of a third party (such as an accountant or attorney), enter “C/O” followed by the third party’s name and street address or P.O. box.

Signature

The taxpayer, executor, donor, or an authorized representative must sign. If your last return was a joint return, your spouse must also sign (unless you have indicated by checking the box on line 1 that you are establishing a separate residence).

 

 

If you are a representative signing

!

on behalf of the taxpayer, you

must attach to Form 8822 a copy

CAUTION

of your power of attorney. To do

this, you can use Form 2848. The Internal Revenue Service will not complete an address change from an “unauthorized” third party.

Where To File

If you checked the box on line 2, send Form 8822 to: Department of the Treasury, Internal Revenue Service Center, Kansas City, MO 64999-0023.

If you did not check the box on line 2, send Form 8822 to the address shown here that applies to you:

IF your old home mailing

THEN use this

address was in . . .

address . . .

 

 

Alabama, Arkansas,

Department of the

Delaware, Georgia, Illinois,

Treasury

Indiana, Iowa, Kentucky,

Internal Revenue

Maine, Massachusetts,

Service

Minnesota, Missouri, New

Kansas City, MO

Hampshire, New Jersey,

64999-0023

New York, North Carolina,

 

Oklahoma, South Carolina,

 

Tennessee, Vermont,

 

Virginia, Wisconsin

 

 

 

Florida, Louisiana,

Department of the

Mississippi, Texas

Treasury

 

Internal Revenue

 

Service

 

Austin, TX

 

73301-0023

 

 

Alaska, Arizona, California,

Department of the

Colorado, Connecticut,

Treasury

District of Columbia,

Internal Revenue

Hawaii, Idaho, Kansas,

Service

Maryland, Michigan,

Ogden, UT

Montana, Nebraska,

84201-0023

Nevada, New Mexico,

 

North Dakota, Ohio,

 

Oregon, Pennsylvania,

 

Rhode Island, South

 

Dakota, Utah, Washington,

 

West Virginia, Wyoming

 

 

 

A foreign country,

Department of the

American Samoa, or

Treasury

Puerto Rico (or are

Internal Revenue

excluding income under

Service

Internal Revenue Code

Austin, TX

section 933), or use an

73301-0023

APO or FPO address, or

 

file Form 2555, 2555-EZ,

 

or 4563, or are a dual-

 

status alien or non bona

 

fide resident of Guam or

 

the Virgin Islands.

 

 

 

Guam:

Department of

bona fide residents

Revenue and

 

Taxation

 

Government of

 

Guam

 

P.O. Box 23607

 

GMF, GU 96921

Virgin Islands:

V.I. Bureau of

bona fide residents

Internal Revenue

 

6115 Estate

 

Smith Bay,

 

Suite 225

 

St. Thomas, VI 00802

 

 

Privacy Act and Paperwork Reduction Act Notice. We ask for the information on this form to carry out the Internal Revenue laws of the United States. Our legal right to ask for information is Internal Revenue Code sections 6001 and 6011, which require you to file a statement with us for any tax for which you are liable. Section 6109 requires that you provide your social security number on what you file. This is so we know who you are, and can process your form and other papers.

Generally, tax returns and return information are confidential, as required by section 6103. However, we may give the information to the Department of Justice and to other federal agencies, as provided by law. We may give it to cities, states, the District of Columbia, and U.S. commonwealths or possessions to carry out their tax laws. We may also disclose this information to other countries under a tax treaty, to federal and state agencies to enforce federal nontax criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism.

The use of this form is voluntary. However, if you fail to provide the Internal Revenue Service with your current mailing address, you may not receive a notice of deficiency or a notice and demand for tax. Despite the failure to receive such notices, penalties and interest will continue to accrue on the tax deficiencies.

You are not required to provide the information requested on a form that is subject to the Paperwork Reduction Act unless the form displays a valid OMB control number. Books or records relating to a form or its instructions must be retained as long as their contents may become material in the administration of any Internal Revenue law.

The time needed to complete and file this form will vary depending on individual circumstances. The estimated average time is 16 minutes.

Comments. You can send comments from www.irs.gov/FormComments. Or you can write to the Internal Revenue Service, Tax Forms and Publications Division, 1111 Constitution Ave. NW, IR-6526, Washington, DC 20224. DO NOT SEND THE FORM TO THIS ADDRESS. Instead, see Where To File, earlier.

Document Specs

Fact Name Description
Purpose The IRS 8822 form is used to notify the Internal Revenue Service (IRS) of a change in address.
Who Must File Any individual, business, or representative who has moved and needs to update their address with the IRS should file this form.
Not for Use By This form is not intended for individuals to notify the IRS of changes in income, tax liability, or to request tax returns or refunds.
Sections to Complete The form requires basic information, including old and new addresses, Social Security Number (SSN) or Employer Identification Number (EIN), and signature.
Time to Process After submitting, it may take four to six weeks for the change of address to be fully processed by the IRS.
State-Specific Versions There are no state-specific versions of the IRS 8822 form; it is a federal form. State tax agencies have their own processes for address changes.
Governing Law Federal tax law governs the filing and processing of Form 8822, as it pertains to the information held by the IRS.

Instructions on Writing IRS 8822

Filling out the IRS 8822 form is a straightforward process that ensures the Internal Revenue Service (IRS) has your most current address information. This ensures that you receive any refunds, correspondence, or important documents without delay. Following the correct steps can help you complete the form quickly and accurately.

  1. Begin by downloading the IRS 8822 form from the official IRS website or obtain a paper copy from a local IRS office.
  2. Locate the section titled "Change of Address." Pay close attention to instructions regarding who must sign the form, depending on your filing status.
  3. Enter your full legal name in the space provided. If you file jointly, you must also include your spouse’s full name.
  4. Fill in your social security number (SSN). If you have a spouse and file jointly, include their SSN as well.
  5. Provide your old address exactly as it appeared on your last return. If you did not file a return with your old address, or your last return was jointly filed and you are now filing separately, enter the address from your most recent separate or joint return.
  6. Input your new address, including the full street address, city, state, and ZIP code. If you're changing your address to a P.O. box, ensure to include the P.O. box number.
  7. If applicable, enter the date of the move. This information helps the IRS process address changes in a timely manner.
  8. For those with a foreign address, there's a specified section to enter the foreign country name, foreign province/county, and foreign postal code. Make sure to complete this section if it applies to you.
  9. Review the form before signing and dating it. Your signature verifies that the information provided is accurate to the best of your knowledge. If filing jointly, both spouses must sign the form.
  10. Finally, mail the completed IRS 8822 form to the address provided in the instructions. The IRS typically processes address changes within four to six weeks, so allow adequate time for your information to be updated.

After you've completed and sent the form, the IRS will update their records with your new address. This will ensure that all future communications, including refund checks and any notices, will be sent to your new address. Remember, keeping your address up to date with the IRS is crucial to managing your taxes effectively and avoiding potential issues with missing important information.

Understanding IRS 8822

What is the IRS Form 8822 used for?

IRS Form 8822 is used to notify the Internal Revenue Service (IRS) of a change in your address. It's important to submit this form promptly to ensure you receive any IRS refunds or correspondence. There are two versions of this form: Form 8822, which is for changing a personal address, and Form 8822-B, which is used by businesses.

How do I submit Form 8822 to the IRS?

To submit Form 8822, you must first download and fill it out from the IRS website. After completing the form with your new and old addresses, and your full name and social security number, mail it to the address provided on the form itself. Make sure the information is accurate to avoid any delays in the processing of your address change.

Can I submit Form 8822 online?

As of the current information available, the IRS does not accept Form 8822 submissions online. You must mail the completed form to the appropriate address listed on the form. Keep a copy of the filled-out form for your records in case verification is needed in the future.

How long does it take for the IRS to update my address after submitting Form 8822?

After submitting Form 8822, the IRS generally updates your address within four to six weeks. However, it's advisable to submit the form well in advance of any deadlines (like tax filing deadlines) to ensure the change is processed in time. If you're expecting a refund or any other important mail from the IRS, consider monitoring your mail closely during this period.

Do I need to fill out Form 8822 if I use a tax professional or service?

Yes, even if you use a tax professional or service, it's your responsibility to inform the IRS of your change of address using Form 8822. Tax professionals can assist with completing and sending the form on your behalf, but the ultimate responsibility lies with the taxpayer to ensure their contact information is up-to-date with the IRS.

Common mistakes

One common mistake individuals make when filling out the IRS 8822 form, which is used to report a change of address, is not double-checking their new address for accuracy. A single typo or omission can lead to important tax documents being sent to the wrong location. This error can disrupt the flow of information from the IRS, potentially resulting in missed deadlines or lost refunds.

Another error involves overlooking the requirement to specify the type of tax form related to the address change. The IRS 8822 form asks for specific details about the type of form, such as 1040, 1040-ES, or 1040EZ, that the address change pertains to. Failing to provide this information can lead to confusion and delays in the processing of future tax submissions and correspondence.

People often neglect to fill out a separate IRS 8822 form for each person if they are changing an address that appears on a joint tax return. The IRS requires individual notifications for each person involved in a joint return to ensure accurate and updated records. Without this attention to detail, one individual’s records may be updated while the other's remain outdated.

A significant oversight is submitting the form without a signature. Like most official documents, the IRS 8822 form is not considered valid without the taxpayer's signature. An unsigned form will be disregarded by the IRS, leaving the taxpayer's address unchanged in the IRS records.

Forgetting to report all previous addresses from the tax year can also complicate matters. When the IRS is updating address records, understanding the entire address history within a tax year helps in maintaining clear, orderly records. Omittance can lead to confusion and inaccuracies in the taxpayer's file.

Lastly, many fail to promptly submit the form after moving. Time is of the essence when it comes to notifying the IRS about a change of address. Delays may result in taxpayers not receiving crucial tax documents or correspondence in a timely manner, risking penalties and complications with future tax filings.

Documents used along the form

When individuals or businesses need to inform the Internal Revenue Service (IRS) about a change of address, they use the IRS Form 8822. However, this form is often just one of several documents necessary for ensuring that one's financial and tax records are up to date. The following forms and documents are frequently used alongside IRS Form 8822 to maintain consistent records, each serving a unique purpose in the broader context of tax and identity documentation.

  • Form W-9, Request for Taxpayer Identification Number and Certification: This form is used to provide the correct taxpayer identification number (TIN) to individuals or entities that are required to file information returns with the IRS. It's particularly important for contractors, freelancers, and those in similar positions.
  • Form W-4, Employee’s Withholding Certificate: Employees use this form to tell employers how much tax to withhold from their paycheck. Submitting an updated W-4 after a change of address is beneficial if the move involves a change in tax status or residency.
  • Form 1040, U.S. Individual Income Tax Return: This is the standard federal income tax form for individuals. It’s crucial for reporting annual income, claiming deductions, and identifying the correct address to ensure refunds or any communication is accurately directed.
  • Form 1099, Miscellaneous Income: Freelancers, contractors, and businesses often deal with 1099 forms that report various types of non-employee income. An address update ensures these documents reach the taxpayer correctly.
  • Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return: Taxpayers who need more time to file their 1040 form can request an extension with Form 4868. Keeping the address current is crucial for receiving any related communications.
  • Change of Address Confirmation Letter: After submitting Form 8822, the IRS sends a confirmation letter to the new address. This document serves as a record that the address change request has been processed.
  • State Tax Return Forms: Many states have their own forms for income tax returns. Similar to the federal 1040 form, these documents require an accurate address to ensure proper processing and communication.

Together with IRS Form 8822, these documents play a vital role in managing tax-related matters efficiently, especially in ensuring all communications and obligations are fulfilled timely and accurately. Staying vigilant with address updates across these forms helps streamline tax processes, preventing delays or miscommunication with both federal and state tax authorities.

Similar forms

The IRS Form 8822 is specifically designed for reporting a change of address to the Internal Revenue Service, ensuring that taxpayers' important mail, such as refund checks and notices, reach them at their new location. A document sharing similarities with Form 8822 is the U.S. Postal Service (USPS) Change of Address form. This form is used by individuals who are relocating to notify the Postal Service of their new address so that their mail can be forwarded accordingly. Both forms are critical for maintaining uninterrupted communication by updating an entity with new address information, but they serve different organizations: one for the IRS and the other for the postal system.

Another document akin to IRS Form 8822 is the DMV Change of Address form, used in every state to update a driver's license or vehicle registration details after moving. Like the IRS form, the DMV Change of Address form is crucial for ensuring that all correspondence, including renewal notices and any legal notifications, is sent to the correct address. Both forms help to keep personal records up to date with relevant state and federal agencies, facilitating the smooth processing of important documents.

Form 8822-B is similar yet distinct from its counterpart, Form 8822. While Form 8822 is used by individuals to report a change of personal address, Form 8822-B is designed for businesses, entities, or exempt organizations that need to report a change of address or responsible party. Both forms play pivotal roles in ensuring that communications from the IRS are directed to the correct place, be it for an individual or for a business entity. Through these forms, taxpayers can effectively manage their correspondence with the IRS and avoid potential issues with misdirected mail.

The Voter Registration Change of Address form, while not a tax document, shares a key purpose with IRS Form 8822: updating official records to reflect a new address. This form ensures that individuals can participate in elections, referendums, and other forms of civic engagement without issue, maintaining their eligibility and access to voting in their new location. Both the Voter Registration form and IRS Form 8822 facilitate the continuous update of vital information within governmental databases, underscoring the importance of having current address information on file across different government agencies.

Lastly, the Social Security Change of Address form, issued by the Social Security Administration, is used to update an individual's address on file with the SSA. This form is crucial for receiving social security benefits, informational mailings, and other correspondence without interruption. Similar to the IRS Form 8822, updating one's address with the Social Security Administration ensures that important information and benefits are not delayed or lost, highlighting the significance of keeping all personal information current with federal agencies.

Dos and Don'ts

When dealing with the IRS 8822 form, a document used to report a change of address, accuracy and thoroughness are crucial. It's important to be aware of the do's and don'ts to ensure the process is smooth and effective.

Things You Should Do

  1. Double-check the information to make sure everything is accurate. Mistakes on the form can lead to delays in processing.
  2. Include your full name, old address, and new address. Providing complete information is necessary for the IRS to update its records accurately.
  3. Sign and date the form. Your signature verifies that the information provided is correct and up to date.
  4. Use the correct form version for the year you are filing. Tax forms and requirements may change, so it's important to use the most current version.
  5. Keep a copy of the form for your records. It's good practice to maintain a personal record of any communications with the IRS.

Things You Shouldn't Do

  • Do not leave any fields blank. Incomplete forms can be rejected or cause delays in processing your information.
  • Do not forget to include the date of the move. The IRS needs this information to properly update your file.
  • Do not use incorrect or outdated information. Always verify that the details you are providing are current.
  • Do not neglect to notify your local post office of your address change. While this is separate from the IRS notification, it ensures that all mail reaches you promptly.
  • Do not ignore instructions on the form. Each section contains specific guidance that should be followed closely to avoid mistakes.

Misconceptions

The Internal Revenue Service (IRS) Form 8822 is a vital document for taxpayers who need to report a change of address. Despite its straightforward purpose, several misconceptions have emerged about its use and implications. Understanding these can help taxpayers navigate their obligations more effectively.

  • Only individuals need to file Form 8822: This misunderstanding can lead to complications for entities beyond individuals, such as corporations, partnerships, and trusts, who also may need to inform the IRS of address changes. The IRS needs updated addresses for all taxpayers to ensure important correspondence reaches them.

  • Filing Form 8822 changes your address with all federal agencies: This is a common mistake. Filing Form 8822 only updates your address for IRS purposes. Other federal agencies, like the Social Security Administration, require their own notification process for address changes.

  • Submitting a change of address via Form 8822 delays tax refunds: Some taxpayers avoid updating their address out of concern it will slow down their refund processing. However, there is no evidence to support this. It is crucial to update your address to ensure you receive any refunds or correspondence in a timely manner.

  • Form 8822 is needed for electronic notification of address changes: While it’s true that Form 8822 is used to officially change your address on file with the IRS, taxpayers also have the option to update their address through other means, such as over the phone or through their personal tax account on the IRS website, especially for more immediate changes.

Key takeaways

Filing the IRS Form 8822 is crucial for ensuring that the Internal Revenue Service (IRS) has your most current address. This form is simple yet important for maintaining effective communication with the IRS. Here are nine key takeaways to remember when dealing with this form:

  • Use for Address Changes: If you've moved and need to update your address with the IRS, Form 8822 is the go-to document to ensure your tax information is sent to the right place.

  • Separate Forms for Different Tax Filings: Keep in mind that individuals and businesses must use different versions of this form. Form 8822 is for individuals, while businesses should use Form 8822-B.

  • Timeliness is Critical: Submit Form 8822 as soon as possible after moving to avoid any delays in receiving tax refunds or correspondence from the IRS.

  • Mailing is the Only Option: Currently, you must mail the completed Form 8822 to the address provided in the form's instructions. Electronic submission is not available.

  • Update Other Agencies Separately: Remember, updating your address with the IRS does not automatically update it with other state or federal agencies. You may need to notify them separately.

  • Joint Filers Must Both Sign: If you file taxes jointly, both parties need to sign Form 8822. This verifies that both individuals agree to update their address with the IRS.

  • No Fee to File: Filing Form 8822 is free. There is no charge to update your address with the IRS.

  • Confirm Receipt is Not Automatically Provided: After sending Form 8822, the IRS does not typically send a confirmation. It's a good practice to send it via certified mail or with a return receipt requested if you want proof of delivery.

  • Keep a Copy for Your Records: Finally, always keep a copy of the form and any correspondence for your personal records. This documentation may be useful in the event of a dispute or question about your filing status or address.

Accurately completing and promptly submitting Form 8822 can save a lot of hassle and ensure that you remain in good standing with the IRS. It's a straightforward process, but attention to detail is key.

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