Bookkeeping

Where’s My Refund? Track Your Tax Refund with TurboTax®

Emad Makhamreh
July 12, 2022

If you’re unable to verify your identity online or with the Form process or you are ineligible to file Form 15227, you may make an appointment for an in-person meeting at a local Taxpayer Assistance Center. As an ERO, your responsibility is to identify the paid preparer in the appropriate fields of the electronic return record, regardless of who prepared the return. For example, if a collected return is signed by a paid preparer, the ERO must enter the paid preparer’s identifying information in the appropriate portion of the electronic return record. Complete Form 8879 based on the return information you received from the taxpayer. You are required to generate or enter the header information, the five tax return line items in Part I, and the ERO firm name in Part II. You may also systemically generate or manually assign the taxpayer PIN in Part II.

Are all taxpayers who file electronically and sign with a PIN required to pay any balance due electronically?

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  2. A Spanish version, Form 8878-SP, is also available on the website.
  3. We will use the telephone number provided on the Form to call you and validate your identity.
  4. The time it takes to prepare your return depends on the complexity of your taxes, your availability, seasonal peak days for tax preparation, and how busy our experts are.

It is acceptable for two taxpayers to choose the same five digit PIN. The taxpayer’s personal information (Social Security Number, Date of Birth and original Adjusted Gross Income or PIN from the prior year tax return) provided to the IRS is used to verify the taxpayer’s identity. If the taxpayer agrees, it is acceptable for an ERO and/or software program to generate or assign the taxpayer PIN. The taxpayer consents to the ERO’s choice by completing and signing an IRS e-file signature authorization containing the intended taxpayer PIN.

Step 5: Verify your identity

This will help us direct you to the right expert to answer your question. Correct IP PINs must be entered on electronic and paper tax returns to avoid rejections and delays. The IRS PIN helps verify your identity and ensures that only you, or someone with your authorized PIN, can access and file your tax return. It acts as a safeguard against identity theft and fraudulent tax filings.

How do I know the IRS received the taxpayer’s PIN?

Form 8879 can be signed and returned to the ERO via fax transmission. However, the ERO must retain Form 8879 in their file for three years from the Return Due Date or IRS Received Date, whichever is later. Form 8879 files can be retained electronically in accordance with Rev. Proc. Use the AGI amount or PIN from the joint return filed with the ex-spouse.

With TurboTax Live Full Service, a local expert matched to your unique situation will do your taxes for you start to finish. Or, get unlimited help and advice from tax experts while you do your taxes with TurboTax Live Assisted. And if you want to file your own taxes, you can still feel confident you’ll do them right with TurboTax as we guide you step by step. No matter which way you file, we guarantee 100% accuracy and your maximum refund. In many cases, if you’ve used tax software to e-file previous tax returns, your AGI will automatically be entered into the filing information for your current year return. If you’re using a tax software for the first time, you’ll need to enter your AGI information yourself.

A Form 8878 is required by Form 4868 filers when they will make an electronic funds withdrawal and they want to authorize the ERO to enter the taxpayer’s PIN. Form 8878 is not required for Form 4868 when there is no electronic funds withdrawal. Provide a copy of the completed Form 8879 for those taxpayers requesting one.

Get unlimited advice, an expert final review and your maximum refund, guaranteed. On February 9, 2016, the IRS released a statement that identity thieves had tried to generate e-file PINs for stolen Social Security numbers (SSNs). Using an automated malware program, the thieves tried to generate PINs for roughly 464,000 stolen SSNs.

You can speak to an expert via phone, chat, or live on-screen through one-way video chat (they can’t see you). You can share your TurboTax screen with your expert so they can guide you and answer your questions. The return will reject if the field is left blank for a zero amount. The 5 digit PIN’s for my 2022 returns are not in my downloaded return doc’s. I do not have a “page four” worksheet in my downloaded PDF.

For the purpose of signing your electronic return, you can reuse your Self-Select PIN from last year or create a new one to use. Another alternative is to use your adjusted gross income (AGI). The Self-Select PIN is a random 5-digit number that you how do i find my pin number for turbotax enter as your electronic signature when e-filing your return. The PIN number was a random number that you chose last year and is not kept in our system. The IRS is asking for your last year’s Adjusted Gross Income (AGI) in lieu of that PIN number.

If you don’t already have an IP PIN, you may get an IP PIN as a proactive step to protect yourself from tax-related identity theft. Anyone with an SSN or an ITIN can get an IP PIN including individuals living abroad. If you are a confirmed victim of tax-related identity theft and we have resolved your tax account issues, we’ll mail you a CP01A Notice with https://turbo-tax.org/ your new IP PIN each year. However, EROs will need to provide taxpayers with a copy of Form 8879 if the current year PIN is assigned or generated by the ERO. The taxpayer may need the PIN when electronically signing their next year return. No, only the taxpayer that is not present to sign the return should authorize the preparer to enter their PIN.