Federal IRS e-file Signature Authorization for Form 1041
Extracted from PDF file 2019-federal-form-8879-f.pdf, last modified October 2019
IRS e-file Signature Authorization for Form 1041Form 8879-F OMB No. 1545-0967 IRS e-file Signature Authorization for Form 1041 For calendar year 2019, or fiscal year beginning , 2019, ending , 20 2019 . ▶ Don’t send to the IRS. Keep for your records. ▶ Go to www.irs.gov/Form8879F for the latest information. Department of the Treasury Internal Revenue Service Employer identification number Name of estate or trust Name and title of fiduciary Part I 1 2 3 4 5 Tax Return Information (Whole Dollars Only) Total income (Form 1041, line 9) . . . . . . Income distribution deduction (Form 1041, line 18) Taxable income (Form 1041, line 23) . . . . . Total tax (Form 1041, line 24) . . . . . . . . Tax due or overpayment (Form 1041, line 28 or 29) Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 2 3 4 5 Declaration and Signature Authorization of Fiduciary (Be sure to get a copy of the estate’s or trust’s return) Under penalties of perjury, I declare that I am a fiduciary of the above estate or trust and that I have examined a copy of the estate’s or trust’s 2019 electronic income tax return and accompanying schedules and statements, 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 shown on the copy of the estate’s or trust’s electronic income tax return. I consent to allow my electronic return originator (ERO), transmitter, or intermediate service provider to send the estate’s or trust’s return to the IRS and to receive from the IRS (a) an acknowledgment 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 electronic funds withdrawal (direct debit) entry to the financial institution account indicated in the tax preparation software for payment of the estate’s or trust’s federal taxes owed on this return, and the financial institution to debit the entry to this account. To revoke a payment, I must contact the U.S. Treasury Financial Agent at 1-888-353-4537 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 have selected a personal identification number (PIN) as my signature for the estate’s or trust’s electronic income tax return and, if applicable, the estate’s or trust’s consent to electronic funds withdrawal. Fiduciary’s PIN: check one box only I authorize as my signature to enter my PIN ERO firm name Don’t enter all zeros on the estate’s or trust’s 2019 electronically filed income tax return. As a fiduciary or officer representing the fiduciary of the estate or trust, I will enter my PIN as my signature on the estate’s or trust’s 2019 electronically filed income tax return. Signature of fiduciary or officer representing the fiduciary ▶ Part III Date ▶ Certification and Authentication 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 on the 2019 electronically filed income tax return for the estate or trust indicated above. I confirm that I am submitting this return in accordance with the requirements of Pub. 3112, IRS e-file Application and Participation; and Pub. 4164, Modernized e-file (MeF) Guide for Software Developers and Transmitters, Processing Year 2020. 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 instructions. Cat. No. 48553E Form 8879-F (2019) Page 2 Form 8879-F (2019) Future Developments Fiduciary Responsibilities For the latest information about developments related to Form 8879-F and its instructions, such as legislation enacted after they were published, go to www.irs.gov/Form8879F. The fiduciary will: Purpose of Form A fiduciary and an ERO use Form 8879-F when the fiduciary wants to use a personal identification number (PIN) to electronically sign an estate’s or trust’s electronic income tax return and, if applicable, consent to electronic funds withdrawal. A fiduciary who doesn’t use Form 8879-F must use Form 8453-FE, U.S. Estate or Trust Declaration for an IRS e-file Return. For more information, see the instructions for Form 8453-FE. Don’t send this form to the IRS. The ERO must retain Form 8879-F. ! ▲ CAUTION Form 8879-F can only be associated with a single Form 1041. ERO Responsibilities The ERO will: • Enter the name and employer identification number of the estate or trust at the top of the form; • Complete Part I using the amounts (zero may be entered when appropriate) from the estate’s or trust’s 2019 income tax return; • 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 officer’s PIN; • Give the fiduciary Form 8879-F for completion and review (acceptable delivery methods include hand delivery, U.S. mail, private delivery service, email, Internet website, and fax); and • Complete Part III, including a signature and date. You must receive the completed and signed Form 8879-F from the fiduciary CAUTION before the electronic return is transmitted (or released for transmission). ! ▲ • Verify the accuracy of the estate’s or trust’s prepared income tax return; • Check the appropriate box in Part II to either authorize the ERO to enter the fiduciary’s PIN or choose to enter it in person; • Indicate or verify his or her PIN when authorizing the ERO to enter it (the PIN must be five numbers other than all zeros); • Sign and date Part II; and • Return the completed Form 8879-F to the ERO. The acceptable delivery methods include hand delivery, U.S. mail, private delivery service, email, Internet website, and fax. Paperwork Reduction Act Notice. We ask for the information on this form to carry out the Internal Revenue laws of the United States. You are required to give us the information. We need it to ensure that you are complying with these laws and to allow us to figure and collect the right amount of tax. You are not required to provide the information requested on a form that is subject to the Paperwork Reduction Act unless the form displays a valid OMB control number. Books or records relating to a form or its instructions must be retained as long as their contents may become material in the administration of any Internal Revenue law. Generally, tax returns and return information are confidential, as required by Internal Revenue Code section 6103. The estate’s or trust’s return will not be transmitted to the IRS until the ERO receives the fiduciary’s signed Form 8879-F. The time needed to complete this form will vary depending on individual circumstances. The estimated average time is: Fiduciaries can sign the form using a scanned signature. . . . 1 hr., 12 min. Preparing the form. . . Important Notes for EROs • Don’t send Form 8879-F to the IRS unless requested to do so. Retain the completed Form 8879-F for 3 years from the return due date or IRS received date, whichever is later. Form 8879-F can 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 https://www.irs.gov/pub/irs-irbs/ irb97-13.pdf#page=9. • Enter the fiduciary’s PIN on the input screen only if the fiduciary has authorized you to do so. • Provide the fiduciary with a copy of the signed Form 8879-F upon request. • Provide the fiduciary with a corrected copy of the Form 8879-F if changes are made to the return (for example, based on the fiduciary’s review). • EROs can sign the form using a scanned signature. For more information, go to www.irs.gov/efile. Recordkeeping . . . 1 min. If you have comments concerning the accuracy of these time estimates or suggestions for making Form 8879-F simpler, we would be happy to hear from you. You can send us comments from www.irs.gov/FormComments. Or you can send your comments to the Internal Revenue Service, Tax Forms and Publications Division, 1111 Constitution Ave. NW, IR-6526, Washington, DC 20224. Don’t send the form to this address. Instead, keep it for your records.
2019 Form 8879-F
More about the Federal Form 8879-F Other TY 2019
We last updated the IRS e-file Signature Authorization for Form 1041 in February 2020, so this is the latest version of Form 8879-F, fully updated for tax year 2019. You can download or print current or past-year PDFs of Form 8879-F directly from TaxFormFinder. You can print other Federal tax forms here.
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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-F from the Internal Revenue Service in February 2020.
Historical Past-Year Versions of Federal Form 8879-F
We have a total of nine past-year versions of Form 8879-F in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
2019 Form 8879-F
2018 Form 8879-F
2017 Form 8879-F
2016 Form 8879-F
2015 Form 8879-F
2014 Form 8879-F
2013 Form 8879-F
2012 Form 8879-F
2011 Form 8879-F
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