Federal IRS e-file Signature Authorization
Extracted from PDF file 2020-federal-form-8879.pdf, last modified January 2021
IRS e-file Signature AuthorizationForm 8879 IRS e-file Signature Authorization (Rev. January 2021) OMB No. 1545-0074 ERO must obtain and retain completed Form 8879. ▶ Go to www.irs.gov/Form8879 for the latest information. ▶ Department of the Treasury Internal Revenue Service ▲ 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, Enter whole dollars only on lines 1 through 5. Note: Form 1040-SS filers use line 4 only. Leave lines 1, 2, 3, and 5 blank. 1 Adjusted gross income . . . . . . . . . . . . . . . 2 Total tax . . . . . . . . . . . . . . . . . . . . 3 Federal income tax withheld from Form(s) W-2 and Form(s) 1099 . . 4 Amount you want refunded to you . . . . . . . . . . . 5 Amount you owe . . . . . . . . . . . . . . . . . Part II . . . . . (Enter year you are authorizing.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 2 3 4 5 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 the income tax return (original or amended) I am now authorizing, and to the best of my knowledge and belief, it is true, correct, and complete. I further declare that the amounts in Part I above are the amounts from the income tax return (original or amended) I am now authorizing. 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. This authorization is to remain in full force and effect until I notify the U.S. Treasury Financial Agent to terminate the authorization. To revoke (cancel) a payment, I must contact the U.S. Treasury Financial Agent at 1-888-353-4537. Payment cancellation requests must be received no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment. I further acknowledge that the personal identification number (PIN) below is my signature for the income tax return (original or amended) I am now authorizing and, if applicable, my Electronic Funds Withdrawal Consent. Taxpayer’s PIN: check one box only I authorize to enter or generate my PIN ERO firm name signature on the income tax return (original or amended) I am now authorizing. Enter five digits, but don’t enter all zeros as my I will enter my PIN as my signature on the income tax return (original or amended) I am now authorizing. Check this box only if you are entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III below. Your signature ▶ Date ▶ Spouse’s PIN: check one box only I authorize to enter or generate my PIN ERO firm name as my Enter five digits, but don’t enter all zeros signature on the income tax return (original or amended) I am now authorizing. I will enter my PIN as my signature on the income tax return (original or amended) I am now authorizing. Check this box only if you are entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III below. Spouse’s signature ▶ Part III Date ▶ Practitioner PIN Method Returns Only—continue below Certification and Authentication — Practitioner PIN Method Only ERO’s EFIN/PIN. Enter your six-digit EFIN followed by your five-digit self-selected PIN. Don’t enter all zeros I certify that the above numeric entry is my PIN, which is my signature for the electronic individual income tax return (original or amended) I am now authorized to file for tax year indicated above for the taxpayer(s) indicated above. I confirm that I am submitting this return in accordance with the requirements of the Practitioner PIN method and Pub. 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns. ERO’s signature ▶ Date ▶ ERO Must Retain This Form — See Instructions Don’t Submit This Form to the IRS Unless Requested To Do So For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 32778X Form 8879 (Rev. 01-2021) Page 2 Form 8879 (Rev. 01-2021) General Instructions Section references are to the Internal Revenue Code unless otherwise noted. Future developments. For the latest information about developments related to Form 8879 and its instructions, such as legislation enacted after they were published, go to www.irs.gov/Form8879. What's New. 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 1040X, for tax years beginning with 2019. Purpose of Form Form 8879 is the declaration document and signature authorization for an e-filed return filed by an electronic return originator (ERO). 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. CAUTION When and How To Complete Use this chart to determine when and how to complete Form 8879. IF the ERO is . . . THEN . . . Not using the Practitioner PIN method and the taxpayer enters his or her own PIN Don’t complete Form 8879. Not using the Practitioner PIN method and is authorized to enter or generate the taxpayer’s PIN Complete Form 8879, Parts I and II. Using the Practitioner PIN method and is authorized to enter or generate the taxpayer’s PIN Complete Form 8879, Parts I, II, and III. Using the Practitioner PIN method and the taxpayer enters his or her own PIN Complete Form 8879, Parts I, II, and III. ERO Responsibilities The ERO must: 1. Enter the name(s) and social security number(s) of the taxpayer(s) at the top of the form. 2. Complete Part I using the amounts (zeros may be entered when appropriate) from the taxpayer’s tax return. Form 1040-SS filers leave lines 1 through 3 and line 5 blank. 3. Enter or generate, if authorized by the taxpayer, the taxpayer’s PIN and enter it in the boxes provided in Part II. 4. Enter on the authorization line in Part II the ERO firm name (not the name of the individual preparing the return) if the ERO is authorized to enter the taxpayer’s PIN. 5. Provide the taxpayer(s) Form 8879 by hand delivery, U.S. mail, private delivery service, email, Internet website, or fax. 6. Enter the 20-digit Submission Identification Number (SID) assigned to the tax return, or associate Form 9325, Acknowledgement and General Information for Taxpayers Who File Returns Electronically, with Form 8879 after filing. If Form 9325 is used to provide the SID, it isn’t required to be physically attached to Form 8879. However, it must be kept in accordance with published retention requirements for Form 8879. See Pub. 4164, Modernized e-File (MeF) Guide for Software Developers and Transmitters, for more details. You must receive the completed and signed Form 8879 from the taxpayer before the electronic CAUTION return is transmitted (or released for transmission). For additional information, see Pub. 1345. ! ▲ Taxpayer Responsibilities Taxpayers must: 1. Verify the accuracy of the prepared income tax return, including direct deposit information. 2. Check the appropriate box in Part II to authorize the ERO to enter or generate your PIN or to do it yourself. 3. Indicate or verify your PIN when authorizing the ERO to enter or generate it (the PIN must be five digits other than all zeros). 4. Sign and date Form 8879. Taxpayers must sign Form 8879 by handwritten signature, or electronic signature if supported by computer software. 5. Return the completed Form 8879 to the ERO by hand delivery, U.S. mail, private delivery service, email, Internet website, or fax. Your return won’t be transmitted to the IRS until the ERO receives your signed Form 8879. Refund information. You can check on the status of your refund if it has been at least 72 hours since the IRS acknowledged receipt of your e-filed return. But if you filed Form 8379 with your return, allow 11 weeks. To check the status of your refund, do one of the following. • Go to www.irs.gov/Refunds. • Call 1-800-829-4477 for automated refund information and follow the recorded instructions. • Call 1-800-829-1954. 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. Form 8879 may be retained electronically in accordance with the recordkeeping guidelines in Rev. Proc. 97-22, which is on page 9 of Internal Revenue Bulletin 1997-13 at www.irs.gov/pub/irs-irbs/irb97-13.pdf. • Confirm the identity of the taxpayer(s). • Complete Part III only if you are filing the return using the Practitioner PIN method. You aren’t required to enter the taxpayer’s date of birth, prior year adjusted gross income, or PIN in the Authentication Record of the electronically filed return. • If you aren’t using the Practitioner PIN method, enter the taxpayer(s) date of birth and either the adjusted gross income or the PIN, or both, from the taxpayer’s prior year originally filed return in the Authentication Record of the taxpayer’s electronically filed return. Don’t use an amount from an amended return or a math error correction made by the IRS. • Enter the taxpayer’s PIN(s) on the input screen only if the taxpayer has authorized you to do so. If married filing jointly, it is acceptable for one spouse to authorize you to enter his or her PIN, and for the other spouse to enter his or her own PIN. It isn’t acceptable for a taxpayer to select or enter the PIN of an absent spouse. • Taxpayers must use a PIN to sign their e-filed individual income tax return transmitted by an ERO. • Provide the taxpayer with a copy of the signed Form 8879 for his or her records upon request. • Provide the taxpayer with a corrected copy of Form 8879 if changes are made to the return (for example, based on taxpayer review). • EROs can sign the form using a rubber stamp, mechanical device (such as a signature pen), or computer software program. See Notice 2007-79, 2007-42 I.R.B. 809, available at www.irs.gov/ irb/2007-42_IRB/ar10.html, for more information. • Go to www.irs.gov/Efile for the latest information.
Form 8879 (Rev. January 2021)
More about the Federal Form 8879 Other Tax Credit TY 2020
We last updated the IRS e-file Signature Authorization in February 2021, so this is the latest version of Form 8879, fully updated for tax year 2020. You can download or print current or past-year PDFs of Form 8879 directly from TaxFormFinder. You can print other Federal tax forms here.
Related Federal Other Forms:
|Form Code||Form Name|
|Form 8879-C||IRS e-file Signature Authorization for Form 1120|
|Form 8879-F||IRS e-file Signature Authorization for Form 1041|
|Form 8879-S||IRS e-file Signature Authorization for Form 1120S|
|Form 8879-PE||IRS e-file Signature Authorization for Form 1065|
|Form 8879-EO||IRS e-file Signature Authorization for an Exempt Organization|
|Form 8879-B||IRS e-file Signature Authorization for Form 1065-B|
|Form 8879-EMP||IRS e-file Signature Authorization for Forms 940, 940-PR, 941, 941-PR, 941-SS, 943, 943-PR, 944, and 945|
|Form 8879-EX||IRS e-file Signature Authorization for Forms 720, 2290, and 8849|
|Form 8879-I||IRS e-file Signature Authorization for Form 1120-F|
The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal Form 8879 from the Internal Revenue Service in February 2021.
Form 8879 is a Federal Other form. States often have dozens of even hundreds of various tax credits, which, unlike deductions, provide a dollar-for-dollar reduction of tax liability. Some common tax credits apply to many taxpayers, while others only apply to extremely specific situations. In most cases, you will have to provide evidence to show that you are eligible for the tax credit, and calculate the amount of the credit to which you are entitled.
Historical Past-Year Versions of Federal Form 8879
We have a total of ten past-year versions of Form 8879 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
Form 8879 (Rev. January 2021)
2019 Form 8879
2018 Form 8879
2011 Form 8879
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