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Instructions for use of 8879 (PIN AUTH) within
TaxWise
This year the 8453 Tax Form is only used to
accompany additional information on paper to the IRS. Electronic
filing is either through the Practitioner PIN program or the Self-Select
PIN program.
While still in your Tax Forms Defaults you can go to the
Main Information form under the "Self-Select and Practitioner PIN" section
where you will enter the five digit ERO PIN number. Mark the box below
this to indicate that you are electing to use the Practitioner PIN. In
the next section you can designate what form(s) you are filing using
PINs in the Tax Form Defaults as "The income tax return".
When preparing a tax return both the taxpayer and the
spouse will either need to choose to not authorize the preparer to enter
the PIN and enter the five digit number themselves or they can authorize
the preparer to enter the PIN for them. Once the PIN is entered it will
carryover to the 8879 as will the spouse's if applicable and the ERO's
PIN.
The Self-Select Pin method was a paperless
filing method in 2006. For the 2007 Tax Year it appears that
copies of W-2 and 1099-R forms must be collected and kept. Since the
Self-Select Pin requires more information from the TaxPayer than the
Practitioner Pin, and the paperwork to be kept is almost the same (less
the 8879), the Practitioner Pin gives at least a hand signed
signature authorization from the TaxPayer. |
