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Use IRS e-file signature authorization when PIN is entered by a taxpayer or spouse

The Electronic Return Originator (ERO) or the taxpayer/spouse can enter the taxpayer and spouse Personal Identification Numbers (PINS), or you can have UltraTax CS automatically generate the PINs.
  1. The ERO completes the tax return.
  2. If using
    Self-Select PIN
    , the ERO enters the taxpayer/spouse date of birth in the
    1040
     screen and the prior-year AGI or prior-year PIN in the
    PIN
     screen.
  3. The taxpayer/spouse verifies the return information.
  4. The ERO enters the
    ERO (self-selected)
     56-digit PIN on the
    PIN
     screen.
  5. The ERO completes the
    Signature date
    .
  6. The taxpayer and/or spouse enter their 5-digit PINs on the
    PIN
     screen.
  7. The ERO enters the PIN authorization indicator, if needed.
  8. If using the Practitioner PIN, the ERO prints Form 8879 (IRS e-file Signature Authorization).
  9. The preparer provides the taxpayer/spouse with: a signed copy of the return, Form 8879, IRS e-file Signature Authorization (if needed), and original Forms 1099-R, W-2, and W-2G.
  10. If you're completing Form 4868 and using the
    EFW
     option or filing Form 2350, you'll need to do enter the following information on the PIN screen:
    1. Preparer PIN
      .
    2. Taxpayer PIN
       and, if needed, the
      Spouse PIN
      .
    3. Prior-year adjusted gross income
       from the original return (not the amended return)
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