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Use Form 8879-EX if you and the electronic return originator (ERO) want to use a personal identification number (PIN) to electronically sign an electronic excise tax return or request for refund.
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How to fill out 8879-ex

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How to fill out 8879-EX

01
Obtain IRS Form 8879-EX from the IRS website.
02
Ensure you have the necessary taxpayer information, including names, addresses, and Social Security numbers.
03
Complete the taxpayer information section on the form.
04
Review and enter the tax return details, including the tax year and any corresponding calculations.
05
Sign and date the form, confirming that the information provided is accurate and complete.
06
Provide a copy of the signed Form 8879-EX to your tax preparer, if applicable.

Who needs 8879-EX?

01
Form 8879-EX is needed by certain exempt organizations, such as nonprofit entities, when filing their tax returns electronically.
02
It is required for organizations that use a tax professional to e-file their tax forms.
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Obtain Form IRS 8879 from the IRS website or your tax preparation software. Complete your tax return first, as the IRS 8879 must align with it. Enter the taxpayer's name, Social Security number (SSN), and the tax year at the top of the form.
An ERO is an IRS-approved provider that originates the submission of electronic returns. An ERO can be the same person or entity as the preparer or they can be different. The person filing electronic returns using UltraTax CS is the ERO.
Taxpayers and the ERO representative must always complete and sign Form 8879 or Form 8878 for the Practitioner PIN method of electronic signature.
Form 8879 is the declaration document and signature authorization for an e-filed return filed by an electronic return originator (ERO). Complete this form when: The Practitioner PIN method is used.
Taxpayers and the ERO representative must always complete and sign Form 8879 or Form 8878 for the Practitioner PIN method of electronic signature.
An ERO is an IRS-approved provider that originates the submission of electronic returns. An ERO can be the same person or entity as the preparer or they can be different. The person filing electronic returns using UltraTax CS is the ERO.
Form 8879-PE must be retained for 3 years from the due date of the return or IRS received date, whichever is later.
Form 8879 is used to authorize the electronic filing (e-file) of original and amended returns. Use this Form 8879 (Rev. January 2021) to authorize e-file of your Form 1040, 1040-SR, 1040-NR, 1040-SS, or 1040- X, for tax years beginning with 2019.

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Form 8879-EX is the IRS e-file Signature Authorization for Form 990, 990-EZ, or 990-PF, which allows for electronic filing of these forms.
Organizations that are required to e-file Form 990, 990-EZ, or 990-PF must file Form 8879-EX to authorize the electronic submission.
To fill out Form 8879-EX, the authorized individual must complete the identification section, provide necessary financial information, and sign to authorize the e-filing of the associated form.
The purpose of Form 8879-EX is to provide a way for organizations to authorize the electronic filing of their annual tax forms while ensuring accountability and compliance with IRS requirements.
Form 8879-EX requires the organization’s name, EIN, tax period, and information regarding the individual authorized to sign, including their title and signature.
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