IRS Form 8879 Instructions

  • 27 March 2023

Today, I want to talk about Form 8879, a document that's been giving many people headaches. But fear not! I'm here to provide some guidance on how to tackle this form with ease.

The IRS Form 8879 Main Purpose

First off, let's talk about what Form 8879 is and when you might need to use it. This application is known as the IRS e-file Signature Authorization, and its primary purpose is to authorize an Electronic Return Originator (ERO) to e-file your tax return. If you're using a tax professional or tax software to file your taxes, chances are you'll come across this document.

Important Steps to Fill Out the 8879 Form

Now that you know what Form 8879 is for, let's dive into the essential details to consider while working with the blank template:

  • Ensure you accurately provide your name, Social Security Number (SSN), and your filing for the tax year.
  • Double-check your ERO's Electronic Filing Identification Number (EFIN) and Personal Identification Number (PIN). These are crucial for the e-filing process.
  • Input the correct amounts from your tax return, including the Adjusted Gross Income (AGI) and any refund or balance due.
  • Don't forget to sign and date the form. If you're filing a joint return, your spouse must also sign and date it.

Checklist to Complete the Form Error-Free

With those key details in mind, let's move on to the list of most common mistakes people make when completing Form 8879 and tips on how to avoid them:

  • Make sure the names and SSNs on Form 8879 match those on your tax return. Double-checking this information can save you from unnecessary delays.
  • As mentioned earlier, the EFIN and PIN are vital for e-filing your taxes. Ensure that you enter the correct information, which can be obtained from your ERO or tax software.
  • Don't leave any required sections blank. For example, if you're claiming the First-time Homebuyer Credit, you need to provide the purchase date and amount of the credit.
  • Ensure that the refund or balance due on Form 8879 matches the amount on your tax return. Any discrepancies can cause delays or other issues.
  • This might seem obvious, but many people forget to sign and date Form 8879. Without your signature, the sample is not valid. If you're filing a joint return, remember that your partner must sign and date the copy too.

In conclusion, Form 8879 can be a bit of a headache, but with the right approach, you can tackle it without breaking a sweat. Remember the form's purpose, remember the essential details, and avoid common mistakes. By doing so, you'll be one step closer to successfully e-filing your taxes and getting back to what you love – be it reading financial magazines or hitting the golf course.

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