Last Updated : January 14, 2009
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8879

Form 8879

IRS e-File Signature Authorization

ERO’s must provide Form 8879 to taxpayer’s who use Practitioner PIN to sign their tax return. The ERO must also retain the signed Form 8879 for a period of 3 years from the due date of the return OR the date the return was received by the IRS, whichever is later.

Part-I: Tax Return Information:

Declaration Control Number:
The DCN is a 14 digit number assigned by the ERO to each return, or request for refund.
If on general info. Sheet checkbox for E-filing is checked then the DCH flows from general info. Sheet to the form.

General Information:
If you are filing Form 8879, first on General Info. Sheet in panel ‘Electronic Signature’ check the checkbox Yes for use of Practitioner Pin method and enter the PIN for taxpayer and spouse on General Info. Sheet.

Line 1:
This is a calculated entry. The package transfers amount of AGI from FORM 1040 Line 38 if in General Info. Sheet checkbox for form 1040 is checked, from FORM 1040A Line 22, if in General Info. Sheet checkbox for form 1040A is checked, From FORM 1040EZ line 4, if in General Info. Sheet checkbox for form 1040EZ is checked.

Line 2:
This is a calculated entry. The package transfers amount of TAX from FORM 1040 Line 63 if in General Info. Sheet checkbox for form 1040 is checked, from FORM 1040A Line 37, if in General Info. Sheet checkbox for form 1040A is checked, From FORM 1040EZ line 11, if in General Info. Sheet checkbox for form 1040EZ is checked.

Line 3:
This is a calculated entry. The package transfers amount of Federal TAX Withheld from FORM 1040 Line 64 if in General Info. Sheet checkbox for form 1040 is checked, from FORM 1040A Line 38, if in General Info. Sheet checkbox for form 1040A is checked, From FORM 1040EZ line 7, if in General Info. Sheet checkbox for form 1040EZ is checked.

Line 4:
This is a calculated entry. The package transfers amount of REFUND from FORM 1040
Line 72a if in General Info. Sheet checkbox for form 1040 is checked, from FORM 1040A
Line 45a, if in General Info. Sheet checkbox for form 1040A is checked, From FORM 1040EZ line 11a, if in General Info. Sheet checkbox for form 1040EZ is checked.

Line 5:
This is a calculated entry. The package transfers amount of REFUND from FORM 1040
Line 74 if in General Info. Sheet checkbox for form 1040 is checked, from FORM 1040A
Line 47, if in General Info. Sheet checkbox for form 1040A is checked, From FORM 1040EZ line 12, if in General Info. Sheet checkbox for form 1040EZ is checked.

 

Part – II: Declaration of Taxpayer

FOR TAXPAYER:

  • If the taxpayer uses Practitioner PIN method and Enter the PIN on General Info then the checkbox 1 for taxpayer Pin gets checked and details of ERO firm name and Pin entered on general Info are displayed. 
  • In case if after entering PIN on General Info. Sheet he checks the Checkbox For taxpayer entered Pin then on FORM 8879 checkbox 2 gets checked.

FOR SPOUSE:

  • If the taxpayer uses Practitioner PIN method and Enter the PIN on General Info then the checkbox 1 for taxpayer Pin gets checked and details of ERO firm name and Pin entered on general Info are displayed. 
  • In case if after entering PIN on General Info. Sheet he checks the Checkbox For taxpayer entered Pin then on FORM 8879 checkbox 2 gets checked.

 

Part – III: Certification and Authentication

ERO’S EFIN/PIN:
If on General Info. Sheet In electronic Signature panel if ERO ID is selected then details of EFIN is transferred by the package on this form.

Who is entering the PIN’S on this form?

  • If on General Info. Sheet PIN authorization checkbox is checked and taxpayer’s PIN is entered then checkbox 1 ERO entered Primary taxpayer’s PIN is checked by the package.
  • If on General Info. Sheet Pin authorization checkbox is checked and taxpayer’s PIN is entered and checkbox taxpayer entered PIN is checked then checkbox 2 Taxpayer entered PIN is checked by the package.
  • If on general Info. Sheet filing status is Married filing jointly and PIN authorization checkbox is checked and taxpayer’s PIN is entered and Spouse’s PIN is entered then checkbox 3 ERO entered PIN of both is checked.
  • If on General info. Sheet filing status is Married filing jointly and PIN authorization checkbox is checked and Spouse’s PIN is entered and checkbox Spouse entered PIN is checked then checkbox 4 spouse entered PIN is checked.

Supported States

Supported States

Federal CA CO CT GA
IL MD MI NC NM NJ
NY OH PA SC VT
     

Authorized IRS E-file Provider

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