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Get IRS Form 8879: Printable PDF for 2023

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8879 Tax Form - Instruction for 2023

8879 Tax Form - Instruction for 2023

We're going to dive deep into the world of Form 8879, a crucial little document that often goes unnoticed yet plays a significant role in the tax filing process. So, buckle up, and let's explore everything you need to know about this form, including its purpose, essential details, and how to avoid common mistakes while completing it.

Form 8879: Purpose and Usage

Form 8879, or the IRS e-file Signature Authorization form, is a necessary document when you want to authorize an Electronic Return Originator (ERO) to e-file your tax return on your behalf. The form serves as a legal confirmation that you've reviewed your tax return, found it to be accurate, and agreed to e-file it with the IRS.

You'll need to use this form if:

  • You're e-filing your tax return using an ERO or tax professional
  • Your annual declaration includes a refund, and you want the IRS to directly deposit it into your bank account
  • You owe taxes and want to authorize an electronic funds withdrawal from your account

Essential Details: Navigating the 8879 Template

When working with the Form 8879 template, make sure to pay close attention to the following details:

  • Ensure you're filling out the 8879 form for the correct tax year.
  • Double-check your name, Social Security Number (SSN), and address for accuracy.
  • Make sure the ERO's name, address, and EFIN (Electronic Filing Identification Number) are correct.
  • Confirm that the numbers in the "Tax Return Information" section match the numbers on your income declaration.
  • Choose a five-digit Personal Identification Number (PIN) that you'll remember, as you'll need it to confirm your identity with the IRS.
  • Sign and date the document, and ensure your spouse does the same if you're filing jointly.
  • Keep a copy of the 8879 document for your records, as the ERO must retain the original for three years after the tax return's due date.

Common Mistakes and How to Avoid Them

Steer clear of these common errors when completing Form 8879:

  • Incorrect personal information
    Double-check your name, SSN, and address to ensure accuracy. Remember that even a small typo can cause delays in processing your declaration.
    Mismatched tax return information
    Ensure the numbers written in the "Tax Return Information" section match those on your tax return. Any discrepancies can lead to confusion and delays.
  • Invalid PIN
    Your chosen PIN must be a five-digit number that doesn't contain all zeros. Also, avoid using easily identifiable information such as your birthdate or SSN.
  • Forgetting to sign and date the form
    Without your signature, the 8879 copy is invalid. Ensure you and your spouse (if filing jointly) sign and date the copy to authorize e-filing.
  • Not providing the form to your ERO
    Your ERO must receive the original, signed sample before they can e-file your tax return. Make sure to provide them with the completed Form 8879 in a timely manner.

And there you have it – a comprehensive guide to Form 8879! Armed with this knowledge, you're now ready to tackle the tax filing process with confidence. Good luck, and happy tax filing!

20 Mar 2023