2011-2025 Form

What is the Form 8879 Pe

The Form 8879 Pe, also known as the IRS e-file Signature Authorization, is a crucial document for taxpayers who wish to electronically file their tax returns. This form allows taxpayers to authorize an electronic return originator (ERO) to transmit their tax return to the IRS. It serves as a signature substitute, ensuring that the return is filed with the taxpayer's consent. The Form 8879 Pe is specifically designed for use with certain tax forms, including the 1040 series, and is essential for maintaining compliance with IRS regulations.

How to use the Form 8879 Pe

Using the Form 8879 Pe involves a straightforward process. First, the taxpayer must complete their tax return using tax preparation software or through an ERO. Once the return is prepared, the taxpayer needs to fill out the Form 8879 Pe, providing necessary information such as their name, Social Security number, and the ERO's details. After completing the form, the taxpayer must sign it, either electronically or by hand, depending on the method of submission. The signed form must then be retained by the ERO for their records, while the tax return is transmitted to the IRS.

Steps to complete the Form 8879 Pe

Completing the Form 8879 Pe involves several key steps:

• Prepare your tax return using your chosen tax software or ERO.
• Gather your personal information, including your name, Social Security number, and the tax year.
• Fill out the Form 8879 Pe with the required details, ensuring accuracy.
• Sign the form electronically or manually, depending on your filing method.
• Submit the signed form to your ERO, who will file your tax return electronically.

Legal use of the Form 8879 Pe

The legal use of the Form 8879 Pe is governed by IRS regulations, which stipulate that the form must be signed by the taxpayer to authorize the electronic filing of their tax return. This form acts as a legally binding signature, ensuring that the taxpayer's consent is documented. It is important for taxpayers to understand that the Form 8879 Pe must be retained by the ERO for a minimum of three years, as it may be required for audit purposes or verification by the IRS.

Filing Deadlines / Important Dates

Filing deadlines for the Form 8879 Pe align with the standard tax filing deadlines set by the IRS. Typically, individual taxpayers must file their tax returns by April 15 of each year. If this date falls on a weekend or holiday, the deadline may be extended. Taxpayers should also be aware of any extensions they may file, which can provide additional time to complete their tax returns and submit the Form 8879 Pe. It is advisable to stay informed about specific deadlines to ensure timely filing and avoid penalties.

Required Documents

To complete the Form 8879 Pe, taxpayers need several key documents:

• Your completed tax return, including all relevant schedules and forms.
• Personal identification information, such as your Social Security number.
• Details of your tax preparer or ERO, including their name and identification number.
• Any supporting documents that may be necessary for your tax return, such as W-2s or 1099s.

Examples of using the Form 8879 Pe

Common scenarios for using the Form 8879 Pe include situations where taxpayers engage the services of a tax professional to file their returns electronically. For instance, a self-employed individual might work with an ERO to prepare their tax return, requiring the use of the Form 8879 Pe to authorize the electronic submission. Similarly, families with multiple sources of income may find it beneficial to utilize the form when seeking assistance in filing their taxes, ensuring compliance and efficiency in the process.