You signed your financial power of attorney! Great! Now your agent can sign anything you could sign, right?

Well, hold on. The IRS has special rules for using your power of attorney. They can be confusing and persnickety.

If we knew exactly when you will become incapable of signing your own tax forms AND which tax forms to sign, we’d be set. But we mostly have to give your agent the best tools we can, and have them figure out how to use those tools if and when the time comes. Let us explain.