Choose signature options for e-filed 1041 returns
Select and configure signature authorization methods for filing Form 1041 returns electronically using either the Practitioner PIN method or Form 8453-FE.
You can sign a return before e-filing it using 1 of 2 methods:
- Practitioner PIN method: Taxpayers who use an ERO (electronic return originator) sign their returns using a 5-digit PIN. Both the taxpayer and practitioner must sign Form 8879-F, IRS e-file Signature Authorization.
- Form 8453-FE: The system sends Form 8453-FE electronically with the return to the IRS instead of requiring a paper signature.
Follow these steps to configure signature options:
- Go to .
- On theSignature Authorizationscreen, select who entered thePINand choose theSignature Option.
- If you selectFiduciary or OfficerandForm 8453-FE, Form 8879 won’t print.
- If you selectPreparer or ERO, Form 8879-F prints for the fiduciary to sign. Keep the signed Form 8879-F for 3 years. Don't send it to the IRS.
- In thePIN Informationsection, select how to create and enter the PIN:
- Randomly generate fiduciary or officer PIN: Use this option if you use the Practitioner PIN method.
- Use first 5 numbers of firm EIN as ERO PIN: After you recompute the return, the PINs will appear.
- Print fiduciary PIN on the Form 1041, Page 1 signature line: Select this option to display the PIN on the printed form.
- To enter PINs manually, use theFiduciary PIN,ERO PIN, andDate PINs enteredfields.noteEnter the 5-digit PIN (the number can't be all zeros) for the fiduciary (if filing jointly).
