IRS 8879 Explained

What is IRS 8879?

IRS 8879 is known as the IRS e-file Signature Authorization form. This document allows taxpayers to authorize an electronic return originator (ERO) to file their income tax returns electronically on their behalf. It is primarily used by individuals and businesses who choose to file their returns using eFiling software. Essentially, IRS 8879 serves as a digital signature that validates the action of filing electronically, making it essential for a smooth e-filing process.

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Purpose of IRS 8879

The main purpose of IRS 8879 is to authorize the electronic filing of your tax return. It ensures that the IRS has the taxpayer's consent to submit their information electronically, which is necessary under federal law. This form also helps to protect against unauthorized e-filing, as it confirms that the taxpayer is aware of and approves the submission of their tax information. Without IRS 8879, an ERO cannot legally file a taxpayer's return electronically.

Where is IRS 8879 used and by whom?

IRS 8879 is commonly used by several groups of taxpayers:

1.

Individuals: Taxpayers who file their personal income tax returns through EROs or tax professionals need this form to authorize e-filing.
2.

Businesses: Small business owners who file their corporate or partnership tax returns electronically must also submit IRS 8879.
3.

Tax professionals: CPAs and tax preparers use this form on behalf of their clients to facilitate e-filing.

In practice, if you are a self-employed individual using software or a professional service to submit your 1040 tax return, you will need to complete IRS 8879. Similarly, businesses filing forms like the 1120 or 1065 electronically must include IRS 8879 to ensure the filing is legally recognized.

Step-by-step: how to fill out IRS 8879

Completing IRS 8879 involves a straightforward process. Here’s a step-by-step guide:

1.

Begin by filling out the taxpayer information. This includes the name, address, and Social Security number of the primary taxpayer.
2.

Enter the tax year for the return that is being filed.
3.

Provide the name and ERO's identification number, which your chosen tax professional should supply.
4.

Specify whether this form is for a joint return or just for one individual. If it's joint, include the spouse's information.
5.

Sign the form where indicated. If you're filing jointly, your spouse must also sign.
6.

Keep a copy of the completed form for your records.

With pdfFiller, you can easily fill out IRS 8879 online, allowing you to edit fields, add your digital signature, and store the document securely in the cloud.

Who is required to complete IRS 8879?

Anyone who wishes to file their tax return electronically through an ERO is required to complete IRS 8879. This includes:

1.

Individual taxpayers filing personal income returns who want the convenience of e-filing.
2.

Business entities, such as sole proprietorships or partnerships, seeking to file their business tax returns electronically.
3.

Tax professionals representing clients to ensure legally compliant e-filing.

Failure to complete IRS 8879 may hinder the e-filing process, potentially delaying the filing of your tax return.

Information you need to complete IRS 8879

Before you fill out IRS 8879, ensure you have the following information on hand:

1.

Taxpayer name and address
2.

Social Security number or Employer Identification Number (EIN)
3.

Tax year for the return being filed
4.

Name and ERO identification number of the tax preparer
5.

Signature of the taxpayer (and spouse, if applicable)
6.

Date of signature

Having this information readily available will streamline the completion process and help avoid delays in submitting your return.

How to submit IRS 8879

Submitting IRS 8879 is part of the e-filing process. Here’s how to do it:

1.

Your ERO will file the completed form alongside your electronic tax return. This is usually done automatically when you e-file.
2.

If your tax professional is submitting the return, they may require you to send them a signed copy of IRS 8879 via secure document transfer or email.
3.

Keep the signed form for your records, as part of your tax documentation.

Be mindful to adhere to any submission deadlines to ensure timely filing of your tax return as well.

When to update or refile IRS 8879

There are specific situations when you may need to update or refile IRS 8879:

1.

If there are changes to your personal information, such as a change of address or name.
2.

If you decide to change your tax professional or ERO.
3.

In cases where your e-filing was rejected, and you are required to refile.

Always keep the latest version of this form on hand for any necessary updates, as tax information must remain accurate for compliance.

What happens if you don’t file IRS 8879?

Failing to file IRS 8879 can lead to several negative consequences:

1.

Your electronic tax return may not be accepted by the IRS, causing delays in processing and potential late fees.
2.

You may be unable to use an ERO for filing, which could require you to complete the return manually and submit a paper form.
3.

Not having the proper authorization can lead to compliance issues, which may result in penalties or fines.

To avoid these problems, always ensure that IRS 8879 is filled out and submitted whenever you elect to e-file.

Fill out IRS 8879 online

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Frequently Asked Questions About the IRS 8879

What is the IRS 8879 form used for?

The IRS 8879 form, known as the IRS e-file Signature Authorization, allows taxpayers to authorize an electronic tax return. This document is essential for e-filing, as it verifies that you approve your tax return for submission. This authorization helps streamline the filing process and ensures compliance with IRS regulations regarding electronic submissions.

Who needs to complete the IRS 8879?

Anyone who opts to e-file their tax return using tax software must complete the IRS 8879 form. This includes individuals and businesses that prepare and file their taxes electronically. By signing this form, you authorize the electronic submission of your tax information, making it an essential part of the e-filing process.

How do I sign the IRS 8879?

You can sign the IRS 8879 electronically through your tax software or by using a digital signature solution if you’re submitting a paper copy. Ensure that the method you choose complies with IRS guidelines for electronic signatures. Signing the form properly is crucial for the validity of your e-filed tax return.

Can I file my taxes without the IRS 8879?

You cannot e-file your taxes without submitting the IRS 8879 form if you are using tax software. This form serves as your electronic signature and is necessary for the acknowledgment of your tax return by the IRS. Without it, your e-filed return won't be processed.

What happens if I make a mistake on my IRS 8879?

If you realize you made an error on your IRS 8879 after submission, it is important to amend it as soon as possible. Depending on the nature of the mistake, you may need to submit a new IRS 8879 or adjust your electronic tax return accordingly. Always double-check the details before finalizing your form to avoid complications.

Is the IRS 8879 form secure?

Yes, the IRS 8879 form is designed to be a secure way to authorize your electronic tax return. When using reputable tax preparation software, your data is typically encrypted and safeguarded. However, always ensure that you are using trusted providers to maintain the security of your personal and financial information.

Where can I find the IRS 8879 form?

The IRS 8879 form can be accessed through the IRS official website or directly via the tax software you are using. Many tax preparation platforms include the form within their setup, making it easy to complete. Additionally, consult the IRS website for any updates or changes to the form for the current tax year.

What should I do after I complete the IRS 8879?

After completing the IRS 8879, ensure you review the document carefully for accuracy. Once you are satisfied, submit the form as directed by your tax software. Retain a copy for your records, as the IRS may require proof of your authorization for future correspondence.

How long is the IRS 8879 valid?

The IRS 8879 form is valid for the tax year it is filed and for the specific tax return it authorizes. Once your e-filing is submitted and accepted, the authorization is complete. Ensure to check IRS guidelines if you have multiple returns or need to refile to confirm your form's validity.

Can I use the IRS 8879 for multiple returns?

No, the IRS 8879 form is specific to a single tax return and must be signed for each e-filed return. If you have multiple returns to file, you will need to complete a separate IRS 8879 for each one. This ensures proper authorization and tracking for the IRS.

Author:

by Iryna Marchuk

Lead Writer/Blogs Manager at airSlate

Disclaimer: This content is for informational purposes only. It is not legal or other professional advice. airSlate provides this material on an "as-is" basis and disclaims all representations, guarantees, or warranties, whether express, implied, or statutory, including but not limited to warranties of merchantability, fitness for a particular purpose, or accuracy.