IRS Form 8879 "IRS E-File Signature Authorization"

What Is IRS Form 8879?

This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury. As of today, no separate filing guidelines for the form are provided by the IRS.

Form Details:

  • A 2-page form available for download in PDF;
  • Actual and valid for filing 2020 taxes;
  • Additional instructions and information can be found on page 2 of the document;
  • Editable, printable, and free;
  • Fill out the form in our online filing application.

Download a fillable version of IRS Form 8879 through the link below or browse more documents in our library of IRS Forms.

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Download IRS Form 8879 "IRS E-File Signature Authorization"

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8879
OMB No. 1545-0074
IRS e-file Signature Authorization
Form
2019
ERO must obtain and retain completed Form 8879.
Department of the Treasury
Go to www.irs.gov/Form8879 for the latest information.
Internal Revenue Service
Submission Identification Number (SID)
Taxpayer’s name
Social security number
Spouse’s social security number
Spouse’s name
Part I
Tax Return Information — Tax Year Ending December 31, 2019 (Whole dollars only)
1
1
Adjusted gross income (Form 1040 or 1040-SR, line 8b; Form 1040-NR, line 35)
.
.
.
.
.
.
.
2
Total tax (Form 1040 or 1040-SR, line 16; Form 1040-NR, line 61)
.
.
.
.
.
.
.
.
.
.
.
.
2
3
Federal income tax withheld from Forms W-2 and 1099 (Form 1040 or 1040-SR, line 17; Form 1040-NR,
line 62a)
.
.
.
.
.
.
.
.
.
.
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.
.
.
.
.
.
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.
.
.
3
4
4
Refund (Form 1040 or 1040-SR, line 21a; Form 1040-NR, line 73a; Form 1040-SS, Part I, line 13a)
.
5
Amount you owe (Form 1040 or 1040-SR, line 23; Form 1040-NR, line 75)
.
.
.
.
.
.
.
.
.
5
Part II
Taxpayer Declaration and Signature Authorization (Be sure you get and keep a copy of your return)
Under penalties of perjury, I declare that I have examined a copy of my electronic individual income tax return and accompanying schedules and
statements for the tax year ending December 31, 2019, and to the best of my knowledge and belief, they are true, correct, and complete. I further
declare that the amounts in Part I above are the amounts from my electronic income tax return. I consent to allow my intermediate service provider,
transmitter, or electronic return originator (ERO) to send my return to the IRS and to receive from the IRS (a) an acknowledgement of receipt or reason
for rejection of the transmission, (b) the reason for any delay in processing the return or refund, and (c) the date of any refund. If applicable, I authorize
the U.S. Treasury and its designated Financial Agent to initiate an ACH electronic funds withdrawal (direct debit) entry to the financial institution
account indicated in the tax preparation software for payment of my federal taxes owed on this return and/or a payment of estimated tax, and the
financial institution to debit the entry to this account. This authorization is to remain in full force and effect until I notify the U.S. Treasury Financial
Agent to terminate the authorization. To revoke (cancel) a payment, I must contact the U.S. Treasury Financial Agent at 1-888-353-4537. Payment
cancellation requests must be received no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions
involved in the processing of the electronic payment of taxes to receive confidential information necessary to answer inquiries and resolve issues
related to the payment. I further acknowledge that the personal identification number (PIN) below is my signature for my electronic income tax return
and, if applicable, my Electronic Funds Withdrawal Consent.
Taxpayer’s PIN: check one box only
I authorize
to enter or generate my PIN
as my
ERO firm name
Enter five digits, but
don’t enter all zeros
signature on my tax year 2019 electronically filed income tax return.
I will enter my PIN as my signature on my tax year 2019 electronically filed income tax return. Check this box only if you are
entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III below.
Your signature
Date
Spouse’s PIN: check one box only
I authorize
to enter or generate my PIN
as my
ERO firm name
Enter five digits, but
don’t enter all zeros
signature on my tax year 2019 electronically filed income tax return.
I will enter my PIN as my signature on my tax year 2019 electronically filed income tax return. Check this box only if you are
entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III below.
Spouse’s signature
Date
Practitioner PIN Method Returns Only—continue below
Part III
Certification and Authentication — Practitioner PIN Method Only
ERO’s EFIN/PIN. Enter your six-digit EFIN followed by your five-digit self-selected PIN.
Don’t enter all zeros
I certify that the above numeric entry is my PIN, which is my signature for the tax year 2019 electronically filed income tax return for the taxpayer(s)
indicated above. I confirm that I am submitting this return in accordance with the requirements of the Practitioner PIN method and Pub. 1345,
Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns.
ERO’s signature
Date
ERO Must Retain This Form — See Instructions
Don’t Submit This Form to the IRS Unless Requested To Do So
8879
For Paperwork Reduction Act Notice, see your tax return instructions.
Form
(2019)
Cat. No. 32778X
8879
OMB No. 1545-0074
IRS e-file Signature Authorization
Form
2019
ERO must obtain and retain completed Form 8879.
Department of the Treasury
Go to www.irs.gov/Form8879 for the latest information.
Internal Revenue Service
Submission Identification Number (SID)
Taxpayer’s name
Social security number
Spouse’s social security number
Spouse’s name
Part I
Tax Return Information — Tax Year Ending December 31, 2019 (Whole dollars only)
1
1
Adjusted gross income (Form 1040 or 1040-SR, line 8b; Form 1040-NR, line 35)
.
.
.
.
.
.
.
2
Total tax (Form 1040 or 1040-SR, line 16; Form 1040-NR, line 61)
.
.
.
.
.
.
.
.
.
.
.
.
2
3
Federal income tax withheld from Forms W-2 and 1099 (Form 1040 or 1040-SR, line 17; Form 1040-NR,
line 62a)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
4
4
Refund (Form 1040 or 1040-SR, line 21a; Form 1040-NR, line 73a; Form 1040-SS, Part I, line 13a)
.
5
Amount you owe (Form 1040 or 1040-SR, line 23; Form 1040-NR, line 75)
.
.
.
.
.
.
.
.
.
5
Part II
Taxpayer Declaration and Signature Authorization (Be sure you get and keep a copy of your return)
Under penalties of perjury, I declare that I have examined a copy of my electronic individual income tax return and accompanying schedules and
statements for the tax year ending December 31, 2019, and to the best of my knowledge and belief, they are true, correct, and complete. I further
declare that the amounts in Part I above are the amounts from my electronic income tax return. I consent to allow my intermediate service provider,
transmitter, or electronic return originator (ERO) to send my return to the IRS and to receive from the IRS (a) an acknowledgement of receipt or reason
for rejection of the transmission, (b) the reason for any delay in processing the return or refund, and (c) the date of any refund. If applicable, I authorize
the U.S. Treasury and its designated Financial Agent to initiate an ACH electronic funds withdrawal (direct debit) entry to the financial institution
account indicated in the tax preparation software for payment of my federal taxes owed on this return and/or a payment of estimated tax, and the
financial institution to debit the entry to this account. This authorization is to remain in full force and effect until I notify the U.S. Treasury Financial
Agent to terminate the authorization. To revoke (cancel) a payment, I must contact the U.S. Treasury Financial Agent at 1-888-353-4537. Payment
cancellation requests must be received no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions
involved in the processing of the electronic payment of taxes to receive confidential information necessary to answer inquiries and resolve issues
related to the payment. I further acknowledge that the personal identification number (PIN) below is my signature for my electronic income tax return
and, if applicable, my Electronic Funds Withdrawal Consent.
Taxpayer’s PIN: check one box only
I authorize
to enter or generate my PIN
as my
ERO firm name
Enter five digits, but
don’t enter all zeros
signature on my tax year 2019 electronically filed income tax return.
I will enter my PIN as my signature on my tax year 2019 electronically filed income tax return. Check this box only if you are
entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III below.
Your signature
Date
Spouse’s PIN: check one box only
I authorize
to enter or generate my PIN
as my
ERO firm name
Enter five digits, but
don’t enter all zeros
signature on my tax year 2019 electronically filed income tax return.
I will enter my PIN as my signature on my tax year 2019 electronically filed income tax return. Check this box only if you are
entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III below.
Spouse’s signature
Date
Practitioner PIN Method Returns Only—continue below
Part III
Certification and Authentication — Practitioner PIN Method Only
ERO’s EFIN/PIN. Enter your six-digit EFIN followed by your five-digit self-selected PIN.
Don’t enter all zeros
I certify that the above numeric entry is my PIN, which is my signature for the tax year 2019 electronically filed income tax return for the taxpayer(s)
indicated above. I confirm that I am submitting this return in accordance with the requirements of the Practitioner PIN method and Pub. 1345,
Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns.
ERO’s signature
Date
ERO Must Retain This Form — See Instructions
Don’t Submit This Form to the IRS Unless Requested To Do So
8879
For Paperwork Reduction Act Notice, see your tax return instructions.
Form
(2019)
Cat. No. 32778X
2
Form 8879 (2019)
Page
General Instructions
Important Notes for EROs
4. Enter on the authorization line in Part II
the ERO firm name (not the name of the
• Don’t send Form 8879 to the IRS unless
Section references are to the Internal Revenue
individual preparing the return) if the ERO is
requested to do so. Retain the completed
Code unless otherwise noted.
authorized to enter the taxpayer’s PIN.
Form 8879 for 3 years from the return due
Future developments. For the latest
5. Provide the taxpayer(s) Form 8879 by
date or IRS received date, whichever is later.
information about developments related to
hand delivery, U.S. mail, private delivery
Form 8879 may be retained electronically in
Form 8879 and its instructions, such as
service, email, Internet website, or fax.
accordance with the recordkeeping guidelines
legislation enacted after they were published,
in Rev. Proc. 97-22, which is on page 9 of
6. Enter the 20-digit Submission Identification
go to www.irs.gov/Form8879.
Internal Revenue Bulletin 1997-13 at
Number (SID) assigned to the tax return, or
www.irs.gov/pub/irs-irbs/irb97-13.pdf.
associate Form 9325, Acknowledgement and
Purpose of Form
General Information for Taxpayers Who File
• Confirm the identity of the taxpayer(s).
Form 8879 is the declaration document and
Returns Electronically, with Form 8879 after
• Complete Part III only if you are filing the
signature authorization for an e-filed return
filing. If Form 9325 is used to provide the SID, it
return using the Practitioner PIN method. You
filed by an electronic return originator (ERO).
isn’t required to be physically attached to Form
aren’t required to enter the taxpayer’s date of
Complete Form 8879 when the Practitioner
8879. However, it must be kept in accordance
birth, prior year adjusted gross income, or PIN
PIN method is used or when the taxpayer
with published retention requirements for Form
in the Authentication Record of the
authorizes the ERO to enter or generate the
8879. See Pub. 4164, Modernized e-File (MeF)
electronically filed return.
taxpayer’s personal identification number
Guide for Software Developers and
(PIN) on his or her e-filed individual income
• If you aren’t using the Practitioner PIN
Transmitters, for more details.
tax return.
method, enter the taxpayer(s) date of birth
You must receive the completed
!
and either the adjusted gross income or the
and signed Form 8879 from the
!
PIN, or both, from the taxpayer’s prior year
Don’t send this form to the IRS.
taxpayer before the electronic
originally filed return in the Authentication
The ERO must retain Form 8879.
return is transmitted (or released
CAUTION
Record of the taxpayer’s electronically filed
CAUTION
for transmission).
return. Don’t use an amount from an
When and How To Complete
For additional information, see Pub. 1345.
amended return or a math error correction
made by the IRS.
Use this chart to determine when and how to
Taxpayer Responsibilities
complete Form 8879.
• Enter the taxpayer’s PIN(s) on the input
Taxpayers must:
screen only if the taxpayer has authorized you
IF the ERO is . . .
THEN . . .
1. Verify the accuracy of the prepared income
to do so. If married filing jointly, it is
Not using the Practitioner
Don’t complete
tax return, including direct deposit information.
acceptable for one spouse to authorize you to
PIN method and the
Form 8879.
enter his or her PIN, and for the other spouse
2. Check the appropriate box in Part II to
taxpayer enters his or her
to enter his or her own PIN. It isn’t acceptable
authorize the ERO to enter or generate your
own PIN
for a taxpayer to select or enter the PIN of an
PIN or to do it yourself.
Complete Form
absent spouse.
Not using the Practitioner
3. Indicate or verify your PIN when
8879, Parts I and II.
PIN method and is
• Taxpayers must use a PIN to sign their
authorizing the ERO to enter or generate it (the
authorized to enter or
e-filed individual income tax return
PIN must be five digits other than all zeros).
generate the taxpayer’s
transmitted by an ERO.
PIN
4. Sign and date Form 8879. Taxpayers
• Provide the taxpayer with a copy of the
must sign Form 8879 by handwritten
Using the Practitioner PIN
Complete Form 8879,
signed Form 8879 for his or her records upon
signature, or electronic signature if supported
method and is authorized
Parts I, II, and III.
request.
by computer software.
to enter or generate the
• Provide the taxpayer with a corrected copy
taxpayer’s PIN
5. Return the completed Form 8879 to the
of Form 8879 if changes are made to the
Complete Form 8879,
ERO by hand delivery, U.S. mail, private
Using the Practitioner PIN
return (for example, based on taxpayer
Parts I, II, and III.
delivery service, email, Internet website, or fax.
method and the taxpayer
review).
enters his or her own PIN
Your return won’t be transmitted to the IRS
• EROs can sign the form using a rubber
until the ERO receives your signed Form 8879.
stamp, mechanical device (such as a
ERO Responsibilities
Refund information. You can check on the
signature pen), or computer software
status of your 2019 refund if it has been at
program. See Notice 2007-79, 2007-42 I.R.B.
The ERO must:
least 72 hours since the IRS acknowledged
809, available at www.irs.gov/
1. Enter the name(s) and social security
receipt of your e-filed return. But if you filed
irb/2007-42_IRB/ar10.html for more
number(s) of the taxpayer(s) at the top of the
Form 8379 with your return, allow 11 weeks.
information.
form.
To check the status of your 2019 refund, do
• Go to www.irs.gov/Efile for the latest
one of the following.
2. Complete Part I using the amounts (zeros
information.
may be entered when appropriate) from the
• Go to www.irs.gov/Refunds.
taxpayer’s 2019 tax return. Form 1040-SS
• Call 1-800-829-4477 for automated refund
filers leave lines 1 through 3 and line 5 blank.
information and follow the recorded
3. Enter or generate, if authorized by the
instructions.
taxpayer, the taxpayer’s PIN and enter it in
• Call 1-800-829-1954.
the boxes provided in Part II.
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