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Choose a PIN method for 1040 e-file signature authorization
Select a PIN method based on taxpayer eligibility and filing requirements.
The PIN is any 5 numbers (except all zeros) that the taxpayer selects as their electronic signature. You can select PIN options in .
Organizer
E-file
Signature Authorization
Self-select PIN method
The self-select PIN method lets taxpayers enter their own PIN as their electronic signature.
important
Not all taxpayers are eligible for the self-select PIN method. First-time filers under age 16 and taxpayers who filed Forms 1040-NR or 1040-SS in the prior year can't use this method.
These taxpayers are eligible to use the self-select PIN method:
- Taxpayers who filed Form 1040, 1040PR, or telefile in the prior tax year
- Taxpayers who didn’t have a filing requirement for the prior tax year but have filed previously
- First-time filers who are 16 or older on or before December 31
- Military personnel residing overseas with APO/FPO addresses
- Taxpayers residing in American possessions (Virgin Islands, Puerto Rico, American Samoa, Guam, Northern Marianas) or with foreign country addresses
These taxpayers are not eligible to use the self-select PIN method:
- First-time filers under age 16
- Taxpayers who filed Forms 1040-NR or 1040-SS for the prior tax year
Practitioner PIN method
If you use the practitioner PIN method, you can enter or generate the taxpayer's PIN for them. This method doesn't require a prior year AGI, a self-selected PIN, or birth dates for verification.
EROs (electronic return originators) need to complete Form 8879, IRS e-file Signature Authorization, including Part III, and retain it for 3 years.
note
If your client can't return to your office to enter their self-selected PIN, they can return the signed Form 8879 personally, by mail, or by fax.
This article applies to:
- Product: ONESOURCE Income Tax Express RS
- Return type: 1040 Individual
- Subject: e-file,Signature, PIN options
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