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In the realm of managing financial and tax matters within the state of Minnesota, the REV184a form, titled "Election for Power of Attorney To have Appointee Receive All Correspondence from the Department of Revenue," plays a vital role. This document facilitates the delegation of authority, enabling appointed attorneys to receive all communications from the Minnesota Department of Revenue on behalf of the person giving the power. This encompasses everything from tax refunds to legal notices and correspondence regarding nontax debts that have been referred for collection. It's crucial to understand that this election is strictly bound to the extent of authority granted within it. Once this form is activated, the original recipient will no longer receive any correspondence from the department; instead, all communications will be directed to the appointed attorney-in-fact. This arrangement remains in effect until its designated expiration or when the power of attorney is revoked. To initiate this process, this form must be duly completed and attached to the Power of Attorney (Form REV184). However, it's important to note that failure to attach Form REV184 will result in the denial of this election, and the form will be returned. This introduces a layer of formal procedure to ensure that such a significant redirection of information is conducted with explicit consent and proper documentation, emphasizing the importance of careful completion and submission of these documents to the Minnesota Department of Revenue.

Minnesota Example

REV184a

Election for Power of Attorney

To have Appointee Receive All Correspondence from the Department of Revenue

You may elect to have the Minnesota Department of Revenue send to your power of attorney any and all refunds, legal notices, and correspondence relating to your tax matters and to your nontax debts referred to the department for collection. This election is effective only for the authority you have granted to your appointee. If you make this election, you will no longer receive anything from the department—including refunds—and your appointee will receive it all on your behalf.

To make this election, complete and attach this form to the Power of Attorney (Form REV184) granting powers to the appointee. If Form REV184 is not attached, the department will deny your election, and the form will be returned to you.

This election will expire on the designated expiration date or when you revoke the power of attorney, whichever is earlier.

Taxpayer’s name

Social Security or MN tax ID number (or federal ID number)

 

 

Spouse’s name (if a joint return)

Spouse’s Social Security number (if a joint return)

Print or type

Street address

City

State

 

Zip code

 

 

 

 

Expiration date of election

Month

Day

Year

(If a date is not provided, this election is

 

 

 

valid until the power of attorney is revoked.)

 

 

 

Check one (see instructions):

Original—your first election for this appointee

Amend—changes an existing elec- tion for this appointee

Cancel/Revoke—cancels a previ- ously filed election

I elect to have the Minnesota Department of Revenue directly send to the following attorney-in-fact any and all refunds, legal no- tices and correspondence relating to my tax matters and to my nontax debts referred to the department for collection. By making this election, I understand that I will no longer receive anything—including refunds and legal notices—from the department and my appointee will receive it all on my behalf.

Election

 

 

 

 

Name of person (appointee) given power of attorney

Name of firm (if applicable)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Street address

City

State

Zip code

 

 

 

 

 

 

 

 

Phone number

FAX number

 

 

 

 

 

 

 

 

 

 

This election is not valid until the form is signed and dated.

 

 

 

 

 

 

 

 

here

 

 

 

 

 

 

Taxpayer’s signature or signature of corporate officer, partner or fiduciary

Print name (and title, if applicable)

Date

Phone

 

 

Sign

 

 

 

 

 

Spouse’s signature (if joint)

Print spouse’s name (if joint)

Date

Phone

 

 

 

 

 

 

 

 

Attach this form to Form REV184 and mail to: Minnesota Revenue, Mail Station 4123, St. Paul, MN 55146-4123

Phone: 651-296-3781 or 1-800-652-9094. TTY: Call 711 for Minnesota Relay

(Rev. 12/08)

↓ Minnesota File

Form Characteristics

Fact Detail
Purpose This form allows taxpayers to elect their power of attorney to receive all refunds, legal notices, and correspondence from the Minnesota Department of Revenue on their behalf.
Attachment Requirement The election form must be attached to the Power of Attorney (Form REV184) for it to be considered valid. If not attached, the Minnesota Department of Revenue will deny the election. Expiration The election will expire on the designated expiration date or when the power of attorney is revoked, whichever comes first. Effect on Taxpayer By making this election, the taxpayer will no longer receive refunds, legal notices, or any other correspondence from the department; instead, these will be sent directly to the appointee. Governing Law This form and its processes are governed by the Minnesota Department of Revenue's regulations and guidelines.

Steps to Writing Minnesota

When planning to grant someone else the authority to receive all correspondence, including refunds, legal notices, and other communications from the Minnesota Department of Revenue on your behalf, you will need to complete the Election for Power of Attorney form (REV184a). This form is a critical step in ensuring that your designated appointee is formally recognized by the department, allowing for a smoother management of your tax and nontax-related matters. Keep in mind that once you make this election, you will no longer directly receive any communication from the department; instead, it will all go to your appointee. Completing this form correctly and attaching it to the Power of Attorney (Form REV184) is essential for your election to be accepted and processed. Follow these steps carefully to ensure your form is filled out properly.

  1. First, ensure you have Form REV184, as you will need to attach the completed REV184a form to it.
  2. Enter your full name as the taxpayer in the designated space.
  3. Provide your Social Security Number (SSN) or MN Tax ID number, or federal ID number in the appropriate field.
  4. If filing jointly with a spouse, enter your spouse's full name and Social Security Number.
  5. Clearly print or type your full street address, including city, state, and zip code.
  6. Indicate the expiration date of the election in the format of month, day, and year. If no date is provided, the election is valid until you revoke the power of attorney.
  7. Check the appropriate box to indicate whether this is an original election for this appointee, an amendment to an existing election, or a cancellation/revocation of a previously filed election.
  8. In the section labeled "Election," fill in the name of the person (appointee) you are granting power of attorney to, and if applicable, the name of their firm.
  9. Provide the street address, city, state, and zip code of the appointee.
  10. Enter the phone number and, if available, the fax number of the appointee.
  11. Sign and date the form in the designated area. If you are a corporate officer, partner, or fiduciary, make sure to print your name and title.
  12. If the election is for a joint matter, have your spouse sign and date the form as well, including printing their name.
  13. Finally, attach this completed form to Form REV184 and mail it to the specified address: Minnesota Revenue, Mail Station 4123, St. Paul, MN 55146-4123.

Remember, this election enhances the efficiency and management of your communications with the Minnesota Department of Revenue by designating a trusted individual to act on your behalf. Following these steps correctly will ensure your election is valid and accepted, allowing you to focus on other important aspects of your tax matters with peace of mind.

Listed Questions and Answers

  1. What is the purpose of the Minnesota form REV184a?

    The purpose of the Minnesota form REV184a, titled "Election for Power of Attorney To have Appointee Receive All Correspondence from the Department of Revenue," is to allow individuals to choose their power of attorney (appointee) to receive all refunds, legal notices, and correspondence from the Minnesota Department of Revenue on their behalf. This includes communications regarding tax matters and nontax debts collected by the department.

  2. How can I elect to have my power of attorney receive correspondence from the Department of Revenue?

    To elect your power of attorney to receive all correspondence, you must complete the REV184a form and attach it to the Power of Attorney form (REV184) granting powers to your appointee. This form needs to be submitted to the Minnesota Department of Revenue for processing.

  3. What happens if I don't attach the REV184 form with the REV184a?

    If the REV184 form is not attached to the REV184a when submitted, the Department of Revenue will deny your election. The REV184a form will be returned to you, indicating that the submission was incomplete and the election for your appointee to receive correspondence was not processed.

  4. Until when is the election to have my appointee receive correspondence effective?

    The election remains effective until the expiration date you've designated on the form. If no expiration date is provided, it lasts until the power of attorney is revoked. Remember, you can revoke this power at any time.

  5. What are the types of elections I can make on the REV184a?

    On the REV184a form, you can make one of three types of elections regarding your power of attorney:

    • Original: Your first election for this appointee.
    • Amend: Changes an existing election for this appointee.
    • Cancel/Revoke: Cancels a previously filed election.

  6. What information is required to complete the REV184a form?

    To complete the REV184a form, you need to provide the taxpayer's name, Social Security or MN tax ID number, spouse’s name and Social Security number (if filing a joint return), and the expiration date of the election. Additionally, you must provide the name, firm (if applicable), address, phone number, and fax number of the person given the power of attorney. Finally, both taxpayer and spouse (if joint) must sign and date the form.

  7. What should I do once the REV184a form is completed?

    Once you have completed the REV184a form, attach it to the Power of Attorney (REV184) form. Mail both forms to: Minnesota Revenue, Mail Station 4123, St. Paul, MN 55146-4123. Ensure that all information is accurate and that both forms are signed and dated to avoid delays or denial of your election.

  8. Who do I contact if I have questions about the REV184a form or the process?

    If you have any questions about completing the REV184a form or the election process, you can contact the Minnesota Department of Revenue directly. Call them at 651-296-3781 or 1-800-652-9094. If you require TTY services, call 711 for Minnesota Relay.

  9. What happens after the power of attorney is granted the authority to receive correspondence?

    Once the election is processed successfully, the appointee will receive all refunds, legal notices, and correspondence related to the taxpayer's tax matters and nontax debts collected by the department. The taxpayer will no longer receive these communications directly.

  10. Can I revoke the election made on the REV184a form?

    Yes, you can revoke the election made on the REV184a form at any time. To do so, you need to complete a new REV184a form, select the "Cancel/Revoke" option, and mail it to the Minnesota Department of Revenue. This will cancel the previously filed election and stop your appointee from receiving your correspondence.

Common mistakes

When people fill out the Minnesota form REV184a, "Election for Power of Attorney To have Appointee Receive All Correspondence from the Department of Revenue," several common mistakes can lead to issues with their election. Being aware of these mistakes can help ensure that the process goes smoothly and that the intended appointee can effectively manage the correspondence and duties delegated.

  1. Not attaching Form REV184: A critical mistake is failing to attach the Power of Attorney (Form REV184) to the election form. Without this attachment, the election to have the appointee receive all correspondence is invalid, leading to a denial of the election by the department.
  2. Incomplete information: Another common error is not providing complete information for the taxpayer or the spouse (if filing a joint return). Missing or insufficient details, such as Social Security numbers or addresses, can result in processing delays or outright rejection of the form.
  3. Unspecified expiration date: Leaving the expiration date of the election blank can cause confusion. While it's true that the election is valid until the power of attorney is revoked if no date is provided, clearly stating an expiration date helps avoid any misunderstandings about the delegation's duration.
  4. Incorrect selection: Not correctly indicating whether the election is original, an amendment, or a cancellation/revocation can lead to unnecessary confusion and processing errors. It's important to clearly mark the intended action on the form.
  5. Forgetting signatures: A frequently overlooked error is failing to sign the form or have the spouse sign it (for joint returns). Signatures are necessary for the form's validity; without them, the election cannot be processed.
  6. Providing inaccurate appointee information: Incorrect or incomplete information for the person given power of attorney can lead to communication issues. It's crucial to ensure that the appointee's name, address, and contact details are accurate and up-to-date.
  7. Mailing errors: Lastly, sending the form to the wrong address or neglecting to attach it to Form REV184 can prevent the election from being processed. It's important to double-check the mailing instructions and that all required documentation is included.

To prevent these issues, it's advised to review the form thoroughly before submission, ensuring all instructions have been followed and all required information has been accurately provided. This careful attention to detail can help avoid delays and ensure that the power of attorney arrangement is successfully established.

Documents used along the form

When managing tax matters in Minnesota, especially with the intent of appointing a power of attorney (POA) for handling these issues, a variety of documents and forms complement the process and ensure all aspects of your representation and financial management are in order. Alongside the Minnesota form REV184a, several other forms play pivotal roles in this realm.

  • Form REV184: The Power of Attorney form is foundational. It legally authorizes another person to make decisions on your behalf regarding taxes and, potentially, other financial matters. This is the document to which REV184a attaches, marking the election for communication direction.
  • Form M1: Minnesota Individual Income Tax Return. This form is essential for reporting annual income, calculating state tax due, and determining any refund. Anyone with earning in Minnesota typically needs to file Form M1, which the POA might handle if authorized.
  • CRP, Certificate of Rent Paid: For renters in Minnesota, this document provides crucial information required for filing for a property tax refund. A POA managing a person’s tax matters must have this document to claim any eligible refund on behalf of the individual.
  • Form M1PR, Property Tax Refund Return: Residents who own their home or renters can file this form to claim a refund on property taxes or rent paid. The power of attorney might be responsible for completing and submitting this form if they handle the client's tax refunds.
  • W-2 or 1099 Forms: These forms report income from employment or other sources such as independent contracting roles. They are vital for accurately completing the M1 tax forms and necessary for the power of attorney to have when filing on behalf of the taxpayer.

Comprehensively, these documents ensure a thorough approach to managing tax obligations and benefits in Minnesota. Appointing a power of attorney and electing them to receive all correspondence through Form REV184a is a significant decision. It shifts the responsibility of managing your financial documents to another individual, be they a professional or a trusted family member. As such, ensuring all related documentation is correctly handled, filed, and understood is crucial for a smooth representation process and to secure all eligible financial advantages.

Similar forms

The document described, Election for Power of Attorney to receive all correspondence from the Department of Revenue, shares similarities with the IRS Form 2848, Power of Attorney and Declaration of Representative. Both forms allow individuals to designate representatives to handle their tax matters, including receiving refunds, notices, and other communications from the tax authorities. The main difference lies in the jurisdiction and specific tax matters each form addresses, with the IRS Form 2848 applying to federal tax issues and the Minnesota form to state tax and debt collection matters. Both require detailed information about the taxpayer, the appointee, and an explicit authorization for the appointee to receive communications on behalf of the taxpayer.

Similarly, the Healthcare Proxy form, used in many states to appoint a healthcare agent, resembles the Minnesota form in its fundamental purpose of appointing another person to act on one's behalf. In the Healthcare Proxy form, the focus is on medical decisions instead of tax matters, granting the appointee the power to communicate with healthcare providers and make healthcare decisions if the principal is unable to do so. Both forms necessitate the principal's clear identification, the appointed agent, and the scope of the agent's authority, emphasizing informed consent and clarity in the delegation of authority.

The Durable Power of Attorney for Finances is another document that parallels the Minnesota form. It empowers an appointee to manage the financial affairs of the principal, including transactions, investments, and bill payments. Similar to the Election for Power of Attorney form, it requires the appointee's acceptance of the role and details both parties' information. The primary difference lies in the breadth of authority granted, with the financial power of attorney encompassing a broader range of financial matters beyond tax and debt issues.

The General Power of Attorney form shares the characteristic of appointing another individual to act in a wide range of legal and financial capacities on behalf of the principal. Like the Minnesota document, it specifies the rights transferred to the appointee, albeit in a more general sense, covering anything from conducting business transactions to handling legal claims and litigation. Both documents necessitate a clear delineation of the appointee’s powers, ensuring all parties understand the extent and limitations of the delegated authority.

The Limited Power of Attorney form stands out for its specificity in granting powers for a defined task or period, closely mirroring the Election for Power of Attorney form's specialized focus on allowing the appointee to receive tax-related communications. Though broader in potential application, covering tasks from selling a vehicle to managing specific financial assets, both forms share the concept of narrowly tailoring the appointee's authority to specific functions or timeframes, highlighting the principal’s control over the delegation of power.

The Revocation of Power of Attorney form is designed to officially terminate any previously granted power of attorney, including those like the Minnesota Election for Power of Attorney. While it functions inversely to establishing authority, it shares the necessity of identifying the parties involved, the power being revoked, and the formal process to ensure legal acknowledgment of the revocation. Both documents are integral to managing and maintaining control over one’s affairs, giving and taking back power with equal formality and documentation.

The Advanced Directive or Living Will, while focused on end-of-life decisions rather than financial or tax matters, involves appointing an agent to make healthcare decisions when the principal cannot. Like the Minnesota form, it emphasizes the importance of selecting a trusted individual to act on the principal’s behalf, detailing specific powers and preferences to guide the appointee’s decisions. Both documents underscore the thoughtful consideration necessary when conceding control over personal matters, be they health or financial in nature.

Dos and Don'ts

When completing the Minnesota Election for Power of Attorney Form (REV184a), there are important steps and precautions to consider to ensure the process is handled correctly. Here's a guide on what to do and what to avoid:

  • Do ensure that the Power of Attorney Form (REV184) is completed and attached; without this, the election can't be processed.
  • Do fill out all the required fields accurately, including the taxpayer's name, Social Security or tax ID number, and the assignee's information.
  • Do carefully decide between making an original election, amending an existing one, or canceling/reversing a previously filed election, and check the appropriate box.
  • Do provide a clear expiration date for the election if you want to limit its duration; otherwise, it remains effective until the power of attorney is revoked.
  • Do sign and date the form to validate the election. If filed jointly, ensure that both spouses sign and date the form.
  • Don't forget to include contact details for both the taxpayer and the appointee, such as addresses, phone numbers, and, if applicable, fax numbers.
  • Don't overlook the necessity of electing to have all correspondence, including legal notices and refunds, sent to your appointee, understanding the implications of not receiving these documents personally.
  • Don't disregard the completion of the spouse's information section if the election involves a joint return; both parties must be acknowledged.
  • Don't mail the form without confirming that all information is correct and complete; errors or omissions can lead to delays or the denial of the election.

Adhering to these guidelines can ensure a smoother process and help safeguard your interests when authorizing a power of attorney for tax matters and debt collection issues with the Minnesota Department of Revenue.

Misconceptions

When discussing the Minnesota Form REV184a, various misconceptions can arise, primarily because of its specific nature concerning election for a power of attorney to receive all correspondence from the Department of Revenue. It is crucial to clarify these misunderstandings to ensure taxpayers are well-informed about their rights and obligations concerning this form.

  • One common misconception is that the form grants general power of attorney privileges. In reality, the form only relates to the authority to receive correspondence from the Department of Revenue, including refunds, legal notices, and other tax-related communications.

  • Another misunderstanding is that completing this form automatically updates your power of attorney. This form is an election to have all correspondence sent to your appointee; it does not amend the existing power of attorney itself but operates within its scope.

  • Many believe that any correspondence from the Minnesota Department of Revenue will still be sent to the taxpayer as well. However, once this election is made, all correspondence, including refunds and legal notices, will only be sent to the appointee.

  • There's also the incorrect belief that the election is permanent. This election has an expiration date: it remains valid until the designated expiration date, revocation of the power of attorney, or if changes are made to the power of attorney arrangement.

  • Some think that the form is effective immediately upon completion. The form must be signed, dated, and attached to the Power of Attorney (Form REV184) and only becomes valid once processed by the Minnesota Revenue.

  • It's also misunderstood that the form can be used for non-tax related matters. This election specifically covers correspondence related to tax matters and nontax debts referred to the Department of Revenue for collection.

  • Another mistake is believing that any type of power of attorney can sign the form. Only the taxpayer or a duly authorized corporate officer, partner, or fiduciary (if filing on behalf of an entity) can make this election.

  • It's erroneously thought that this form must be mailed in separately from the Power of Attorney form. For the election to be valid, this form needs to be attached to the Power of Attorney (Form REV184) and mailed together to the specified address.

  • Finally, there's a misconception that only Minnesota residents can use this form. While it's specific to the Minnesota Department of Revenue, it applies to anyone subject to Minnesota tax laws, whether they reside in Minnesota or have tax obligations to the state.

Understanding these nuances ensures that taxpayers can appropriately make informed decisions regarding their correspondence preferences with the Minnesota Department of Revenue.

Key takeaways

Understanding the Minnesota Form REV184a and its implications can streamline the process of granting a power of attorney the authority to handle your tax and non-tax matters. Here are key takeaways that are crucial for effectively filling out and utilizing this form:

  • The form allows you to elect a power of attorney as the recipient of all correspondence, including refunds, legal notices, and other communications from the Minnesota Department of Revenue related to your taxes and debts.
  • This election means that the taxpayer will not receive any communications directly from the department; instead, all communication will be directed to the appointed power of attorney.
  • Completion and attachment of this form to the Power of Attorney (Form REV184) are necessary steps to make this election valid.
  • If Form REV184 is not attached, the election will be denied, and the form will be returned to the filer, indicating that proper procedures were not followed.
  • The election remains in effect until the specified expiration date or upon revocation of the power of attorney, whichever comes first.
  • The form requires detailed information, including the taxpayer’s name, identification numbers, address, as well as similar details for the spouse if filing jointly.
  • For the election to be valid, the form must be signed and dated by the taxpayer and, if applicable, the taxpayer's spouse.

When correctly completed and submitted, this form ensures that the elected power of attorney has full access to necessary information for managing the taxpayer's affairs efficiently. It's important for taxpayers to carefully consider the decision to redirect all communications to their appointee, as this action will remove them from direct contact with the Minnesota Department of Revenue concerning their tax and non-tax matters.

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