IRS 8879 2021-2025 free printable template

4. Sign and date Form 8879. Taxpayers must sign Form 8879 by handwritten signature or electronic signature if supported by computer software. 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. 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. E-filed individual income tax return transmitted by an ERO. signed Form 8879 for his or her records upon request. 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. Form IRS e-file Signature Authorization Rev. January 2021 OMB No. 1545-0074 ERO must obtain and retain completed 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. 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. 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. Adjusted gross income. Total tax. Federal income tax withheld from Form s W-2 and Form s 1099. Amount you want refunded to you. Amount you owe. Enter year you are...authorizing. 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.

Instructions and Help about IRS 8879

How to edit IRS 8879

How to fill out IRS 8879

Instructions and Help about IRS 8879

How to edit IRS 8879

To edit IRS 8879, you can use pdfFiller's tools, which allow you to modify the fields directly on the form. Simply upload the IRS 8879 form to pdfFiller, and use the editing features to make necessary changes. Be sure to save your edits before proceeding to any further steps.

How to fill out IRS 8879

Filling out IRS 8879 requires accurate information about your tax return and your e-filing process. Follow these steps:

1. Obtain a copy of IRS 8879.
2. Enter your personal information in the designated fields.
3. Provide the tax return information as prompted.
4. Sign and date the form electronically or by hand.
5. Submit the completed form to your tax preparer or e-file during the tax submission process.

Latest updates to IRS 8879

Latest updates to IRS 8879

The IRS updates tax forms periodically to reflect changes in tax law or filing procedures. Always check the IRS website for the most current version of Form 8879 and any recent updates regarding its usage and requirements. This will ensure compliance and accuracy in your filings.

All You Need to Know About IRS 8879

What is IRS 8879?

What is the purpose of this form?

Who needs the form?

When am I exempt from filling out this form?

Components of the form

What are the penalties for not issuing the form?

What information do you need when you file the form?

Is the form accompanied by other forms?

Where do I send the form?

All You Need to Know About IRS 8879

What is IRS 8879?

IRS 8879 is also known as the “IRS e-file Signature Authorization” form. This form is used by taxpayers to provide their electronic signature for e-filing their federal tax returns. By signing this form, you authorize your tax preparer to electronically submit your tax return on your behalf.

What is the purpose of this form?

The purpose of IRS 8879 is to validate your authorization for e-filing your tax return. It ensures that your consent is captured and recorded for electronic submission, which enhances security and maintains the integrity of the e-filing process.

Who needs the form?

Taxpayers who are filing their federal tax returns electronically through a tax preparer need IRS 8879. If you are self-filing your own return electronically, you do not need this form. It's specifically required when an external party handles your e-filing.

When am I exempt from filling out this form?

You are exempt from filling out IRS 8879 if you are filing your tax return on paper or if you are e-filing without using a tax preparer. Additionally, returns that do not require an electronic signature, such as certain types of returns, may not need this form.

Components of the form

IRS 8879 consists of several key components including taxpayer identification information, the tax preparer’s information, and signature blocks for both the taxpayer and the preparer. Make sure to complete all sections as required to prevent any delays in processing your tax return.

What are the penalties for not issuing the form?

Failing to issue IRS 8879 can lead to complications in your e-filing. The IRS may reject your e-filed return if the form is not submitted when necessary. Moreover, you could face delays in receiving any refunds due to the inability to process your return correctly.

What information do you need when you file the form?

When filing IRS 8879, you will need personal information such as your name, Social Security number, and filing status. Additionally, details regarding your tax return, including the total income and refund or tax due, must be accurately reflected on the form.

Is the form accompanied by other forms?

IRS 8879 does not need to be submitted with any other forms for e-filing. However, it is crucial that you maintain a copy as part of your tax records. Your tax preparer may combine it with other necessary documentation when submitting your return electronically.

Where do I send the form?

IRS 8879 is retained by your tax preparer; it is not sent directly to the IRS. Once signed, your preparer will use the information on that form to e-file your tax return on your behalf.

FAQ about IRS 8879

What should I do if I realize I made a mistake after submitting IRS 8879?

If you find an error after submitting your IRS 8879, you should file an amended return as soon as possible. This entails correcting the information on your e-file and resubmitting a new IRS 8879 along with the updated tax return. Ensure that you indicate that it’s an amended submission to prevent confusion.

How can I track the status of my IRS 8879 submission?

To track the status of your IRS 8879 submission, you can check the e-filing status through the tax software you used. Additionally, you may receive confirmation from the IRS once they've processed your form. It's common to encounter rejection codes; knowing these can help you troubleshoot issues quickly.

What should I consider regarding e-signature acceptability when using IRS 8879?

When using IRS 8879, it's important to ensure that both the taxpayer and the preparer agree to the e-signature process. The IRS accepts electronic signatures on this form, but you should familiarize yourself with specific security protocols and consenting methods to ensure compliance.

What common errors should I be aware of when filing IRS 8879?

Common errors when submitting IRS 8879 include incorrect taxpayer identification numbers and issues with electronic signatures. Double-check all entered information and follow the required e-signature procedures. Taking the time to ensure accuracy can save you from potential processing delays.