4. Sign and date Form 8879. Taxpayers must sign Form 8879 by handwritten signature or electronic signature if supported by computer software. Important Notes for EROs Don t send Form 8879 to the IRS unless requested to do so. Retain the completed Form 8879 for 3 years from the return due date or IRS received date whichever is later. If Form 9325 is used to provide the SID it is NOT required to be physically attached to Form 8879. However it must be kept in accordance with published retention...requirements for Form 8879. Form Department of the Treasury Internal Revenue Service OMB No. 1545-0074 IRS e-file Signature Authorization Return completed Form 8879 to your ERO. Form 8879 may be retained electronically in accordance with the recordkeeping guidelines in Rev. Proc. 97-22 which is on page 9 of www.irs.gov/pub/irs-irbs/irb97-13. Complete Form 8879 when the Practitioner PIN method is used or when the taxpayer authorizes the ERO to enter or generate the taxpayer s personal...identification number PIN on his or her e-filed individual income tax return. Don t send this form to the IRS. The ERO must retain Form 8879. 5. Return the completed Form 8879 to the ERO by hand delivery U.S. mail private delivery service email Internet website or fax. For the latest information about developments related to Form 8879 and its instructions such as legislation enacted after they were published Purpose of Form Form 8879 is the declaration document and signature authorization for an...e-filed return filed by an electronic return originator ERO. Don t send to the IRS* Go to www*irs*gov/Form8879 for the latest information* Submission Identification Number SID Taxpayer s name Social security number Spouse s name Spouse s social security number Part I Tax Return Information Tax Year Ending December 31 2018 Whole dollars only Adjusted gross income Form 1040 line 7 Form 1040NR line 35. Total tax Form 1040 line 15 Form 1040NR line 61. Federal income tax withheld from Forms W-2 and...1099 Form 1040 line 16 Form 1040NR line 62a. Refund Form 1040 line 20a Form 1040-SS Part I line 13a Form 1040NR line 73a. Amount you owe Form 1040 line 22 Form 1040NR line 75. Taxpayer Declaration and Signature Authorization Be sure you get and keep a copy of your return Under penalties of perjury I declare that I have examined a copy of my electronic individual income tax return and accompanying schedules and statements for the tax year ending December 31 2018 and to the best of my knowledge...and belief they are true correct and complete. I further declare that the amounts in Part I above are the amounts from my electronic income tax return* I consent to allow my intermediate service provider transmitter or electronic return originator ERO to send my return to the IRS and to receive from the IRS a an acknowledgement of receipt or reason for rejection of the transmission b the reason for any delay in processing the return or refund and c the date of any refund. If applicable I...authorize the U*S* Treasury and its designated Financial Agent to initiate an ACH electronic funds withdrawal direct debit entry to the financial institution account indicated in the tax preparation software for payment of my federal taxes owed on this return and/or a payment of estimated tax and the financial institution to debit the entry to this account.
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Instructions and Help about IRS 8879
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How to fill out IRS 8879
Instructions and Help about IRS 8879
How to edit IRS 8879
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How to fill out IRS 8879
Filling out the IRS 8879 form requires specific information regarding your tax return. Below are the steps to complete the form accurately:
01
Enter your personal information, including your name, Social Security number, and filing status.
02
Provide the details of your paid preparer, if applicable, including their name and PTIN.
03
Review the declaration section to ensure that you affirm the accuracy of your tax return.
04
Sign and date the form before submission to indicate your approval of the tax return filed electronically.
About IRS 8 previous version
What is IRS 8879?
IRS 8879 is the "IRS e-file Signature Authorization" form. It allows taxpayers to authorize their tax preparer to file their federal tax return electronically. This form acts as a signature substitute, simplifying the e-filing process.
Who needs the form?
IRS 8879 is required for taxpayers who choose to have their individual returns filed electronically by a professional preparer. If you file your taxes yourself or do not use a preparer, you do not need this form.
Components of the form
The IRS 8879 includes several key components: personal taxpayer information, details of the paid preparer, a declaration of accuracy for the tax return, and space for signatures. Each section must be completed to validate e-filing.
What information do you need when you file the form?
When filing IRS 8879, you need your personal identification information, such as your Social Security number and income details from your tax return. If you have a paid preparer, you'll also need their details, including name and PTIN.
Where do I send the form?
IRS 8879 does not need to be sent to the IRS under normal circumstances. Instead, it should be kept on file by the tax preparer for three years after the return is filed. It may need to be provided if requested during audits or examinations.
What is the purpose of this form?
The purpose of IRS 8879 is to provide a mechanism for taxpayers to authorize electronic transmission of their income tax returns by a paid preparer. It ensures compliance with IRS regulations while streamlining the filing process, making it easier for both taxpayers and tax professionals.
When am I exempt from filling out this form?
Taxpayers can be exempt from filling out IRS 8879 if they are filing a return without the assistance of a tax preparer. Additionally, if you are filing a paper return, the form is not needed.
What are the penalties for not issuing the form?
Failure to issue IRS 8879 can result in penalties for the tax preparer. They may face sanctions if they do not secure signed authorization from clients before e-filing returns. Taxpayers could also face delays in their processing of returns and refunds.
Is the form accompanied by other forms?
IRS 8879 is typically accompanied by the tax return it authorizes for electronic filing. It may also be paired with any additional schedules or forms that are part of the overall tax return submission package.
FAQ about IRS 8879
What should I do if I realize I've made a mistake after filing IRS 8879?
If you discover an error after filing IRS 8879, you can submit a corrected version of the form to amend your filing. Make sure to clearly indicate the corrections made. It's essential to keep records of the previous submission and the amended form for your reference.
How can I verify the status of my IRS 8879 submission?
To verify the status of your IRS 8879 submission, check the tracking feature provided by the e-filing service you used. If issues arise, such as rejection codes, refer to common solutions for rejections or contact customer support for assistance with your submission.
What privacy measures should I consider when filing IRS 8879 electronically?
When filing IRS 8879 electronically, ensure you use a secure internet connection and trusted tax software. Also, be aware of the data retention period and consider how long the data is stored. Protect your sensitive information by taking necessary steps to secure your data against unauthorized access.
Are there any specific service fees for e-filing IRS 8879?
Yes, certain e-filing services may charge a fee for electronically submitting IRS 8879. It's important to check with your chosen service provider for details on any applicable fees and understand their refund policy if your submission is rejected.
How should I handle an IRS notice received after filing IRS 8879?
If you receive an IRS notice after filing IRS 8879, read the notice carefully to understand the issue. Prepare the necessary documentation to respond appropriately, and follow the instructions provided in the notice to resolve any discrepancies or additional requirements from the IRS.
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