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e-file 1040 returns

Signature methods for e-filed returns

When you e-file a return, it must be electronically signed with a personal identification number (PIN) using the self-select PIN or the practitioner PIN method.
PIN options can be selected in
Organizer
,
E-file
,
Signature Authorization
.

Self-select PIN method

The self-select PIN method is one option for taxpayers to use when signing their electronic returns. The PIN is any 5 numbers (except all zeros) that the taxpayer chooses to enter as their electronic signature.
These taxpayers are eligible to use the self-select PIN method for e-file.
  • Taxpayers who filed Form 1040, 1040PR, or telefile in the prior tax year.
  • Taxpayers who didn't have a requirement to file for the prior tax year, but have filed previously.
  • First-time filers who're 16 or older on or before 12/31.
  • Military personnel residing overseas with APO/FPO addresses.
  • Taxpayer residing in the American possessions of the Virgin Islands, Puerto Rico, American Samoa, Guam, and the Northern Marianas, or with foreign country addresses.
Returns for these taxpayers aren't eligible to use the self-select PIN for e-file:
  • First-time filers under the age of 16.
  • Taxpayers who filed Forms 1040-NR or 1040-SS for the prior tax year.

Practitioner PIN method

The practitioner PIN method is another signature option in which you, as the tax practitioner, is authorized to enter or generate the taxpayer's PIN. The PIN is any 5 numbers (except all zeros) that the taxpayer chooses to enter as their electronic signature.
EROs (electronic return originators) must completeForm 8879, IRS e-file Signature Authorization, including Part III and retain for 3 years.
note
  • If your client's unable to return to your office to enter their self-select PIN, the taxpayer can return the signed Form 8879 to your office personally, by mail, or fax transmission.
  • This method doesn't require you to provide your prior year AGI or self-select PIN for authentication. Birth dates are also not required.

This article applies to:

  • Product: GoSystem Tax RS
  • Return type: 1040 Individual
  • Subject: e-file,Signature, PIN options

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