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The IRS 8879 form plays a crucial role in the tax preparation process for many individuals and businesses. This form serves as an e-signature authorization, allowing taxpayers to give their consent for their tax return to be electronically filed by a tax professional. By signing the 8879, taxpayers confirm that they have reviewed their return and agree with the information it contains. This form is particularly important in the context of electronic filing, as it helps to streamline the process and ensures compliance with IRS regulations. Additionally, the 8879 includes essential details such as the taxpayer’s personal information, the tax preparer’s information, and a declaration that the taxpayer understands the implications of filing electronically. Understanding the significance of the IRS 8879 form can enhance the filing experience, ensuring that taxpayers are well-informed and their returns are submitted accurately and efficiently.

Documents used along the form

The IRS 8879 form, known as the IRS e-file Signature Authorization, is essential for taxpayers who wish to electronically file their tax returns. Alongside this form, several other documents are commonly used to ensure accurate and complete filing. Below is a list of these forms, each serving a specific purpose in the tax preparation process.

  • Form 1040: This is the standard individual income tax return form used by U.S. taxpayers to report their annual income. It includes sections for income, deductions, and tax credits.
  • Form W-2: Employers provide this form to employees, detailing the wages earned and taxes withheld during the year. It is essential for completing the Form 1040.
  • Form 1099: This form reports various types of income received throughout the year, such as freelance earnings or interest income. Different variations exist depending on the income type.
  • Form 4868: If additional time is needed to file, this form allows taxpayers to request an automatic extension for their federal tax return, typically granting six extra months.
  • Schedule A: Taxpayers who itemize deductions use this form to list eligible expenses, such as mortgage interest and medical expenses, which can lower taxable income.
  • Florida Notice to Quit: This legal document notifies tenants of lease violations that require rectification or lead to vacating the premises, serving as an essential first step in eviction proceedings. For more information, visit floridaformspdf.com/printable-notice-to-quit-form/.
  • Schedule C: Self-employed individuals use this form to report income and expenses related to their business activities, helping determine net profit or loss.
  • Form 8889: This form is used by individuals with Health Savings Accounts (HSAs) to report contributions and distributions, ensuring compliance with tax regulations.

Understanding these forms can simplify the tax filing process. Each document plays a crucial role in ensuring that all income and deductions are accurately reported, which can ultimately affect tax liability and refunds. Keeping these forms organized and accessible will help streamline the preparation of your tax return.

Dos and Don'ts

When filling out the IRS 8879 form, it's important to follow certain guidelines to ensure accuracy and compliance. Here are five things you should and shouldn't do:

  • Do double-check your personal information for accuracy.
  • Do ensure that your tax preparer has signed the form before submitting.
  • Do keep a copy of the completed form for your records.
  • Don't leave any required fields blank.
  • Don't forget to review the form for any potential errors before signing.

Get Answers on IRS 8879

  1. What is the IRS Form 8879?

    IRS Form 8879, also known as the "IRS e-file Signature Authorization," is a document that allows taxpayers to authorize their tax preparers to electronically file their tax returns on their behalf. This form serves as a signature for the taxpayer, confirming that the information provided in the return is accurate and complete.

  2. Who needs to file Form 8879?

    Any taxpayer who uses a tax professional to prepare and e-file their federal tax return will need to complete Form 8879. This includes individuals, couples filing jointly, and businesses that require a tax preparer to submit their returns electronically.

  3. How do I complete Form 8879?

    To complete Form 8879, you will need to provide your personal information, including your name, address, and Social Security number. Your tax preparer will also need to fill out their information. After reviewing your tax return, you will sign the form to authorize the e-filing. It’s important to ensure that all details are accurate before signing.

  4. Is Form 8879 required for all e-filed tax returns?

    No, Form 8879 is not required for every e-filed tax return. If you are filing your own return using tax software, you typically will not need to submit this form. However, if you are using a tax professional, this form is essential for them to e-file your return.

  5. What happens if I don’t sign Form 8879?

    If you do not sign Form 8879, your tax preparer cannot e-file your return. This means you will have to file your taxes using a paper return, which can lead to delays in processing and receiving any potential refunds.

  6. Can I revoke my authorization after signing Form 8879?

    Yes, you can revoke your authorization at any time. If you decide to withdraw your consent, you should notify your tax preparer immediately. However, keep in mind that revoking your authorization may affect your tax filing process.

  7. Where do I send Form 8879?

    You do not need to send Form 8879 to the IRS. Instead, your tax preparer will keep the signed form on file as part of their records. It is important for both you and your preparer to retain a copy for your records, in case of any future inquiries or audits.

Form Data

Fact Name Description
Purpose The IRS Form 8879 is used to authorize an electronic return originator (ERO) to file a taxpayer's federal income tax return electronically.
Signature This form serves as the taxpayer's electronic signature, confirming that the information provided is accurate and complete.
Filing Requirement Taxpayers must complete Form 8879 if they choose to e-file their tax returns through an ERO.
Retention Period Taxpayers and EROs must retain Form 8879 for three years from the date the return is filed.
State-Specific Forms Some states have their own authorization forms for e-filing. For example, California uses Form 8453-OL, governed by California Revenue and Taxation Code.
Submission After signing, the taxpayer does not submit Form 8879 to the IRS; instead, it must be kept on file by the ERO.