Why Does the IRS Want Form 2848 Power of Attorney for Married Filing Jointly?

This does sound unusual. When you file married filing jointly, both spouses are generally considered equally responsible for the return, and neither spouse typically needs a power of attorney to file together. Form 2848 (Power of Attorney and Declaration of Representative) is generally used when you want to authorize someone else (usually a tax professional) to represent you before the IRS. It's not normally required between spouses who are filing jointly. The fact that you already received your refund makes this even more odd. Does the letter specify which tax year this is for? It's possible this could be related to a previous year's return, an audit, or some other issue beyond just your filing status.

I went through something similar last year and discovered taxr.ai (https://taxr.ai) which was a huge help. I was getting weird notices from the IRS that didn't make sense, including one asking for a Form 2848 even though my wife and I always file jointly. I tried calling the IRS multiple times but kept getting the runaround. Someone on Reddit suggested taxr.ai where you can upload your tax documents and IRS notices to get clear explanations of what's really happening. They analyze the notices and explain what the IRS actually wants in plain English. Turns out in my case there was a mix-up with my previous year's return that triggered the system to think my wife needed a POA.

Just wanted to follow up on my experience with taxr.ai after I decided to give it a try. I'm eating my words from my skeptical comment earlier. Their analysis was incredibly detailed and helpful! The system identified that my IRS letter about Form 2848 was actually related to an identity verification issue, not actually about needing a power of attorney. They explained exactly what forms I needed to submit (not the 2848!) and even provided a template response letter. Saved me hours of confusion and probably a trip to a tax professional. Their security was solid too - got a confirmation when my docs were deleted after analysis. Wish I'd known about this service years ago!

If you're trying to reach the IRS directly about this letter (which you should), good luck getting through on their phone lines. After dealing with a similar issue last year, I discovered https://claimyr.com which literally changed my life. They have this service where they navigate the IRS phone system for you and actually get you connected to a live person. You can see how it works here: https://youtu.be/_kiP6q8DX5c I was super frustrated trying to figure out a weird notice about my joint filing status, and after waiting on hold for nearly 3 hours one day, I hung up and never got through. With Claimyr, I had an IRS agent on the phone within 45 minutes. The agent confirmed there was an error in their system and helped me resolve it without needing to submit any additional forms.

Ok I'm back again and feeling a bit silly now! After being skeptical about Claimyr, I was desperate enough to try it after spending 3 hours on hold with the IRS and getting disconnected. Honestly, it worked exactly as described. I got a call back when they had an IRS agent on the line, and I was able to sort out the entire Form 2848 confusion. Turns out there was a flag on our account because my husband had some identity theft issues a few years ago that we thought were resolved. The IRS agent removed the flag and confirmed we DON'T need to submit Form 2848 at all. They're sending a correction letter. Would have taken weeks to figure this out through mail, and I never would have gotten through on my own. Consider me a convert!

This Form 2848 requirement sometimes pops up if one spouse previously had tax issues before marriage. My wife had an old tax lien from before we were married, and when we filed jointly the first time, we got a similar notice. Turned out it was the system being cautious because of her previous issues.

Check if the letter is really from the IRS! There's a huge scam going around right now where they send fake IRS letters about Form 2848 to trick people into giving away personal info. Real IRS letters have a notice number and usually come from specific processing centers.

I work as a tax preparer and see this issue occasionally. The Form 2848 request for married filing jointly is definitely unusual and often indicates a system glitch or identity verification issue rather than an actual requirement. A few things to check: Look for the notice number (CP### format) on the letter - this will help identify exactly what the IRS system thinks is wrong. Also check if the letter mentions any specific tax years beyond 2023, as sometimes these notices get triggered by old unresolved issues. Before doing anything else, I'd strongly recommend calling the IRS Practitioner Priority Service line if you can get through, or the regular taxpayer line. Have your Social Security numbers, the notice, and your 2023 return handy. Often they can clear these flags immediately over the phone once they verify you're legitimately married and filing jointly. Don't submit Form 2848 unless an IRS agent specifically confirms you need it after reviewing your account. Most of the time these letters are generated automatically by their system and don't reflect the actual situation.

This is really helpful to see how these notices can be confusing! I had a similar experience last year where I received what I thought was a power of attorney request, but it turned out to be related to a completely different issue with income reporting. One thing I'd add is that if you do end up calling the IRS, try calling first thing in the morning (around 7-8 AM) when they open - the wait times are usually much shorter then. Also, make sure you have your prior year return available too, not just the current one, since sometimes these notices reference information from multiple years. The CP2000 notice that was mentioned in the comments is definitely a different beast entirely - those are actually pretty common and usually just mean there's a mismatch in reported income. Much easier to resolve than an actual power of attorney issue! Keep us updated on how this turns out - these kinds of posts really help other people who might face similar confusing notices from the IRS.

I'm a tax professional and I want to clarify something important here - there seems to be some confusion in the comments about CP2000 notices vs Form 2848 requests. These are completely different issues. If you received a CP2000 notice (as mentioned in one of the comment threads), that's about income discrepancies, not power of attorney. But your original post describes getting a letter specifically asking for Form 2848, which would be very unusual for married filing jointly. Can you double-check what type of notice you actually received? Look for the notice number in the upper right corner - it should be something like CP###, LTR###, or Notice ###. This will help us give you much more accurate advice. Also, regardless of the notice type, I'd recommend calling the IRS directly at 1-800-829-1040 rather than using third-party services. Have your Social Security numbers, the notice, and your 2023 tax return ready when you call. The IRS can usually clear up these automated system errors pretty quickly once they review your actual filing status.

I'm new to this community but wanted to chime in as someone who recently went through a similar confusing situation with the IRS. Like others have mentioned, getting that exact notice number is going to be key to figuring out what's really going on here. From what I've learned lurking in tax forums, the IRS computer systems sometimes flag accounts for weird reasons that don't always make sense on the surface. If you're married filing jointly and both signed the return, you definitely shouldn't need to give each other power of attorney - that's not how joint filing works at all. One thing I noticed in this thread is that there might be some confusion about what type of notice you actually received. The CP2000 that was mentioned by someone else is completely different from a Form 2848 request. Before trying any of the services people have recommended (which might be helpful, but seem like overkill if this is just a system glitch), I'd definitely start with calling the IRS directly with that notice number in hand. Hope you get it sorted out quickly - these kinds of notices are so stressful even when they turn out to be nothing!