New (tax) year, new help!
Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.
Question
Why does Form 8878 or 8879 not print even when Screen PIN data entry is completed for the Self-Select PIN and the Self-Select PIN disclosure form prints?
Answer
The IRS does not require Form 8878 or Form 8879 when the taxpayer enters a PIN. This is indicated in the Electronic Filing folder in Screen PIN in the PIN authorization indicator field. If the PIN authorization indicator indicates the Electronic Return Originator (ERO) entered a PIN on behalf of the taxpayer, Form 8878 or 8879 will print.
Was this article helpful?
Thank you for the feedback!