IRS Form 8879: Signature Authorization

IRS Form 8879: Signature Authorization

Fill Out IRS Form 8879 With Instructions

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Hey there fellow taxpayers! Welcome back to our tax blog, where we aim to make tax filing a little less daunting and a lot more comprehensible. Today, we'll delve into the nitty-gritty of Form 8879, a crucial document for those who opt to e-file their tax returns. So, grab your favorite beverage, sit back, and let's dive into the fascinating world of Form 8879.

Federal Form 8879's Purpose and Applicability

In a nutshell, Form 8879 is the IRS e-file Signature Authorization application. Its primary purpose is to authorize an Electronic Return Originator (ERO) to e-file your tax return on your behalf. You'll need to use this document if you're e-filing your individual income tax return, such as Form 1040, 1040-SR, 1040-NR, 1040-PR, or 1040-SS.

The form also serves as a written declaration that you, the taxpayer, have checked your tax return for accuracy and know your responsibility for its content. Once you sign Form 8879, your ERO can transmit your return to the IRS electronically, making the tax filing process faster and more convenient.

Essential Details to Consider for IRS Form 8879

While working with the 8879 templates, keep the following points in mind:

  • Double-check your name, Social Security Number (SSN), and address to ensure accuracy.
  • If you're filing jointly, ensure your spouse's name and SSN are correct.
  • Check the amount on the form against your tax return, including adjusted gross income and refund or balance due.
  • Choose a five-digit Personal Identification Number (PIN) to serve as your electronic signature. Avoid using easily guessable numbers, like "12345" or your birth year.
  • Make sure your ERO's name, EFIN, and address are correct.
  • Don't forget to sign and date Form 8879, as an unsigned sample is considered invalid.

Common Mistakes and Tips to Avoid Them

Now that we've covered the basics let's dive into the common mistakes people make when completing Form 8879 and how to avoid them.

  • Ensure you and your spouse (if applicable) sign and date the copy before submitting it.
  • Double-check your personal and spouse's information to avoid delays or errors in tax return processing.
  • If you're using a Self-Select PIN, ensure the PIN on IRS Form 8879 matches the one on your e-filed return.
  • Keep a copy of Federal Form 8879 for at least three years, as the IRS might request it during an audit.

In conclusion, Form 8879 plays a vital role in the e-filing process, allowing you to authorize an ERO to submit your tax return electronically. By understanding its purpose, key details, and potential pitfalls, you'll be well-equipped to complete the form accurately and confidently. Remember, our blog is here to help you navigate the world of taxes, so stay tuned for more tips and tricks to make tax season a breeze!