I need 2016 and 2017 tax-related information about my new Kansas client in order to file his 2017 tax returns.  Due to this client’s health issues, he does not have that information readily available to share with me, so I have made effort to get what I need from IRS by obtaining the signature of my client’s power-of-attorney on Forms 4506-T and 8821.  On Form 8821 I have requested information regarding the 2016 Form 1040, any 2017 Forms 1099 or W-2 that may have been filed with IRS for the client, and any Forms 940 or 941 that may have been filed for the client’s business.  On Form 4506-T I requested a “Record of Account” specifying years 2016 and 2017.

I mailed Form 4506-T to:  Internal Revenue Service, RAIVS Team, Stop 37106, Fresno CA 93888 on 10-12-18 along with a copy of the related Power of Attorney for the signator.

I faxed Form 4506-T and Form 8821 to Ogden UT at 1-855-214-7522 on 10-29-18.

I have neither heard anything nor received anything from IRS in response to these filings.

In an effort to try another route to acquire information, I also attempted to update my information with IRS e-services on-line, but had to call in for assistance because of a glitch concerning my name and address.  I received good assistance with this but my call was on 10-29-18 and I have yet to receive the necessary “activation code” from IRS in the mail that will allow me to sign in at e-services and move forward with a request within the Transcript Delivery System (TDS) regarding this client.

This is my first experience with these forms and TDS.  I would be grateful for some advice regarding how I need to progress from this point with these issues to avoid delays in serving my client’s needs.