1041 E-file: Extension - Entering Signature Information

1. Select E-file > Signature Authorization.
2. Select the type of PIN signature: Form 8879F - Practitioner PIN.

   

3. Select the appropriate option to indicate who entered the PIN into the program.

   If you select Preparer, Form 8879-F will print for the fiduciary to sign. The preparer must keep the signed Form 8879-F for three years. Do NOT send Form 8879-F to the IRS!

4. For the fiduciary/officer PIN, you can select any or all of the following options:
   • randomly generate the fiduciary or officer PIN
   • use the first five numbers of the Firm Employer ID Number (FEIN) as the ERO PIN
   • print the fiduciary PIN on the signature line on Form 1041, Page 1.
5. Enter the five-digit PINs (the numbers cannot contain all zeros) for the fiduciary.
6. Enter the date the PIN(s) were entered into the program.

   

 

 

 

E-file/1041_8868_5.htm/TY2020

Last Modified: 03/20/2020

Last System Build: 09/13/2021

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