Electronic filing guidelines for 1040 Screen PIN

Alerts and notices

In Screen PIN, you can use the Personal Identification Number (PIN) Program for 1040 electronic filing. This initiative allows the Electronic Return Originator (ERO) to sign electronic returns using a five-digit Personal Identification Number (PIN) and allows the client to sign the electronic return using five-digit taxpayer and spouse PINs.

The IRS allows all taxpayers to use the Self-Select PINs, except for the following taxpayers.

Note: When you enter PIN information for a taxpayer and/or spouse under the age of 16, UltraTax CS generates a diagnostic reminder of the requirements of the Personal Identification Number (PIN) program, and the PIN will not be included in the electronic file. If the taxpayer and/or spouse qualify to use the PIN (as described above), mark the Taxpayer or spouse under age 16 and previously filed a return checkbox in Screen PIN to remove this diagnostic.

The IRS allows all taxpayers who are eligible to file Form 1040 for tax year 2018 to use the Practitioner PIN.

Note: There are no age restrictions with the use of the Practitioner PIN.

Required data for completing Screen PIN for 1040 electronic filing

To complete Screen PIN, you need to enter the following data.

If any of the qualifying conditions for the PIN are not entered, UltraTax CS generates a diagnostic and an error appears on the E-File Error Report.

Note: UltraTax CS allows you to generate PIN forms and instructions without completing all of the required PIN fields. See Printing 1040 PIN information without completing PIN data entry for more information.

UltraTax CS provides the option to print Form 8879, IRS e-file Signature Authorization, prior to entering the taxpayer and spouse (if applicable) PIN. This is useful if you want to mail this form to your client for entry of the PIN and the taxpayer / spouse signature prior to entering the PIN. To enable printing of this form, do one of the following:

When paper document attachments are designated in Screen 8453, Form 8453, U.S. Individual Income Tax Transmittal for an IRS e-file Return, is printed. Be aware that if Form 8453 is printed, you still must enter data in Screen PIN to be used when signing the electronic return.

Related topics

Share This