Form 8879-EO IRS e-file Signature Authorization for an Exempt Organization For calendar year 2020 or fiscal year beginning OMB No. 1545-0047 2020 and ending Do not send to the IRS. Keep for your records. Important Notes for EROs Do not send Form 8879-EO to the IRS unless requested to do so. Retain the completed Form 8879-EO for 3 years from the return due date or the date the IRS received the return whichever is later. Form 8879-EO can be retained recordkeeping guidelines in Rev. Proc. 97-22...which is on page 9 of Internal Revenue Bulletin 1997-13 at www.irs.gov/pub/irs-irbs/irb97-13. Form 8879-EO can be retained recordkeeping guidelines in Rev. Proc. 97-22 which is on page 9 of Internal Revenue Bulletin 1997-13 at www.irs.gov/pub/irs-irbs/irb97-13. pdf. Enter the PIN on the input screen only if you re authorized to do so. Give a copy of the signed Form 8879EO upon request to the officer or person Give a corrected copy of the Form 8879-EO if changes are made to the return for...example based on the officer s review to the officer or person See Pub. 4163 Modernized e-File MeF Information for Authorized IRS e-file Providers for Business Returns. Privacy Act and Paperwork Reduction Act Notice. Check the appropriate box in Part II to either authorize the ERO to enter the PIN or to choose to enter it in person. Indicate or verify his or her self-selected PIN when authorizing the ERO to enter it the PIN must be five numbers other than all zeros. Sign and date Form 8879-EO....Return the completed Form 8879-EO to the ERO. The acceptable delivery methods include hand delivery U.S. mail private delivery service email Internet website and fax. Important Notes for EROs Do not send Form 8879-EO to the IRS unless requested to do so. Retain the completed Form 8879-EO for 3 years from the return due date or the date the IRS received the return whichever is later. Verify the accuracy of the organization s prepared return. Verify the type of return being filed in In the...beginning of Part II check the appropriate box for an officer or person subject to tax and enter the name of the organization and employer identification number EIN. Check the appropriate box in Part II to either authorize the ERO to enter the PIN or to choose to enter it in person. Indicate or verify his or her self-selected PIN when authorizing the ERO to enter it the PIN must be five numbers other than all zeros. Sign and date Form 8879-EO. Return the completed Form 8879-EO to the ERO. The...acceptable delivery methods include hand delivery U.S. mail private delivery service email Internet website and fax. For more information see the instructions for Form 8453-EO. The ERO must retain Form 8879-EO. Do not send this form to the IRS. ERO Responsibilities The ERO will Enter the name and taxpayer form Complete Part I by checking the box for the type of return being filed and using the amount if any from the 2020 return Enter on the authorization line in Part II individual preparing the...return if the ERO is authorized to enter the officer s PIN Give Form 8879-EO for completion and review to the officer or person subject to tax. The acceptable delivery methods include hand delivery U.S. mail private delivery service email Internet website and fax and EFIN/PIN and include a signature and date. CAUTION completed and signed before submission of the electronic Responsibilities of Officer or The officer or person subject to tax has the following responsibilities. Purpose of Form An...organization officer or person subject to tax and an electronic return originator ERO use Form 8879-EO when the tax wants to use a personal identification number PIN to electronically sign an electronic return and if applicable authorize an electronic funds withdrawal. In the case of Form 990-PF Form 990-T Form 1120-POL Form 4720 and Form 8868 with payment Form 8879-EO is used to authorize an electronic funds withdrawal. An organization officer or person subject to tax who doesn t use Form...8879-EO must use Form 8453-EO Exempt Organization Declaration and Signature for Electronic Filing. For more information see the instructions for Form 8453-EO. The ERO must retain Form 8879-EO. Do not send this form to the IRS. ERO Responsibilities The ERO will Enter the name and taxpayer form Complete Part I by checking the box for the type of return being filed and using the amount if any from the 2020 return Enter on the authorization line in Part II individual preparing the return if the ERO...is authorized to enter the officer s PIN Give Form 8879-EO for completion and review to the officer or person subject to tax. The acceptable delivery methods include hand delivery U.S. mail private delivery service email Internet website and fax and EFIN/PIN and include a signature and date. ERO s signature ERO Must Retain This Form See Instructions Do Not Submit This Form to the IRS Unless Requested To Do So For Paperwork Reduction Act Notice see back of form. Cat. No. 37189W Form 8879-EO...2020 Page 2 Future Developments For the latest information about developments related to Form 8879-EO and its instructions such as legislation enacted after they were published go to www.irs.gov/Form8879EO. Purpose of Form An organization officer or person subject to tax and an electronic return originator ERO use Form 8879-EO when the tax wants to use a personal identification number PIN to electronically sign an electronic return and if applicable authorize an electronic funds withdrawal. In...the case of Form 990-PF Form 990-T Form 1120-POL Form 4720 and Form 8868 with payment Form 8879-EO is used to authorize an electronic funds withdrawal. An organization officer or person subject to tax who doesn t use Form 8879-EO must use Form 8453-EO Exempt Organization Declaration and Signature for Electronic Filing. For more information see the instructions for Form 8453-EO. The ERO must retain Form 8879-EO. Do not send this form to the IRS. ERO Responsibilities The ERO will Enter the name...and taxpayer form Complete Part I by checking the box for the type of return being filed and using the amount if any from the 2020 return Enter on the authorization line in Part II individual preparing the return if the ERO is authorized to enter the officer s PIN Give Form 8879-EO for completion and review to the officer or person subject to tax.
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Instructions and Help about IRS 8879-EO
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How to fill out IRS 8879-EO
Instructions and Help about IRS 8879-EO
How to edit IRS 8879-EO
To edit IRS 8879-EO, start by accessing the form using a reliable PDF editor, such as pdfFiller, which allows you to make necessary changes directly within the document. Check each section for accuracy, especially in areas involving taxpayer information and electronic signatures. After editing the form, ensure to save the changes and review the document thoroughly for completeness before filing.
How to fill out IRS 8879-EO
Filling out IRS 8879-EO requires specific information from the organization. First, gather necessary documents, including the tax return and details of individuals authorized to sign the form. Next, accurately complete each section of the form, ensuring that all entries align with the provided tax return data. Finally, have the authorized representative sign the form electronically if filing online, or print and sign if submitting by mail.
Latest updates to IRS 8879-EO
Latest updates to IRS 8879-EO
All You Need to Know About IRS 8879-EO
What is IRS 8879-EO?
IRS 8879-EO is an electronic signature authorization form utilized by exempt organizations, allowing them to e-file their Forms 990, 990-EZ, or 990-PF. This form is integral to ensuring that the IRS receives the necessary verification from authorized representatives confirming their intent to electronically submit tax documents. It streamlines the process of e-filing for tax-exempt entities.
Who needs the form?
Organizations that are required to file Form 990, Form 990-EZ, or Form 990-PF electronically must complete IRS 8879-EO. This includes a wide range of tax-exempt entities such as charities, foundations, and other non-profit organizations that fall under the jurisdiction of the IRS as exempt entities. It's critical for these organizations to understand the requirements for electronic filing and ensure they utilize this form appropriately.
What are the penalties for not issuing the form?
Failing to issue IRS 8879-EO when required can lead to penalties imposed by the IRS, which may include fines or other sanctions. The absence of this form can also result in the rejection of electronically filed returns, causing delays in processing and potential additional costs to the organization. Therefore, it is essential to comply with the requirement for this form to avoid negative repercussions.
Is the form accompanied by other forms?
IRS 8879-EO is typically submitted alongside the Form 990, Form 990-EZ, or Form 990-PF that the organization is filing electronically. This pairing is essential for ensuring that the electronic submission is valid and recognized by the IRS. Always double-check that these forms are complete and properly aligned to prevent issues during submission.
What is the purpose of this form?
The purpose of IRS 8879-EO is to provide a formal mechanism for exempt organizations to authorize the e-filing of their tax returns, ensuring compliance and validation of the submitted information. By completing this form, organizations confirm that they endorse the accuracy of their tax returns, which reduces the risk of errors and facilitates a smoother submission process.
When am I exempt from filling out this form?
Organizations are exempt from filling out IRS 8879-EO if they do not file Forms 990, 990-EZ, or 990-PF electronically. Additionally, if an entity opts to file their returns using paper forms rather than e-filing, they will not need to complete this electronic signature authorization form. Understanding these exemptions is crucial for proper tax compliance.
Components of the form
IRS 8879-EO consists of several key components, including the taxpayer's details, the names of authorized signers, and the electronic signature area. The form also includes a declaration of the intent to file electronically and the corresponding tax return information that must match the submitted documents. Each component must be filled in accurately to ensure validity.
What information do you need when you file the form?
When filing IRS 8879-EO, organizations need specific information, including the name, address, Employer Identification Number (EIN), and the details of the authorized signers. They should also ensure they have the corresponding tax return information on hand to confirm that all data entered is accurate and complete. Collecting this information beforehand can reduce filing errors and enhance compliance.
Where do I send the form?
IRS 8879-EO, when filled out correctly, does not require a separate mailing. It is submitted electronically through the e-filing system when the associated Form 990, Form 990-EZ, or Form 990-PF is filed. Therefore, organizations should ensure that they use an approved e-filing platform, which will manage the submission process, including IRS 8879-EO.
FAQ about IRS 8879-EO
What should I do if I need to correct an error on my IRS 8879-EO?
If you’ve made an error on your IRS 8879-EO after submission, you should first identify the type of mistake. Depending on the nature of the error, you may need to file an amended return or submit a request for correction. Always ensure to keep documentation of your original submission and the corrected information for your records.
How can I track the status of my IRS 8879-EO submission?
To verify the receipt and processing of your IRS 8879-EO, you can use the IRS's online tracking tools or contact their help line. Be aware of common e-file rejection codes, as these may require additional steps to rectify. Maintaining accurate records will help facilitate this process.
What privacy measures should I consider when filing IRS 8879-EO electronically?
When e-filing your IRS 8879-EO, ensure that you're using secure and reputable software that complies with IRS standards. Protect your personal and financial data by using strong passwords and ensuring that your device has updated security software. Retain all filing records safely to prevent unauthorized access.
What are the common errors that can occur when filing IRS 8879-EO?
Common errors when filing IRS 8879-EO include providing incorrect taxpayer information, failing to use proper e-signature methods, and neglecting to verify the eligibility of e-filing tips. To avoid these issues, double-check all entries and consult the IRS guidelines or software instructions for e-filing prior to submission.
What should I do if I receive a notice from the IRS after submitting my 8879-EO?
If you receive a notice from the IRS regarding your IRS 8879-EO, carefully read the communication to understand the issue. Gather supporting documents and consult any instructions provided in the notice. Respond promptly and accurately to prevent delays in processing your return.
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