I posted this earlier but it appears that it disappeared.
We have a client that one of our preparers completed their 2017 tax return and had them sign the 8879.
When they went to file it was rejected because 2017 is not one of the 3 current years available for e-filing. The clients are unavailable for signing again (for personal reasons I do not want to post). Can we submit the signed 8879 as a valid signing document?
Thanks
Dusty Ernie
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I don't think that is going to fly. Since it will be a paper filed return, without the signature on the signature line, the IRS isn't going to accept it. But then again, in these COVID times, they might be so far behind that they aren't even looking for signatures these days 😉
I don't think that is going to fly. Since it will be a paper filed return, without the signature on the signature line, the IRS isn't going to accept it. But then again, in these COVID times, they might be so far behind that they aren't even looking for signatures these days 😉
Current year and 2 years prior, 2017 is out of the Efile window. Have to send the client a paper return to sign and mail in.
8879 signatures are not valid for a paper filed return, thats only for using the Efile PIN as a signature for Efiling.
Thanks, that was what I thought but I couldn't find anything when I researched it.
Dusty Ernie
Thanks Lisa
If they OWE I am betting the IRS will accept and process the return. Refund - probably a different story.
Off the Wall...Since the clients are unavailable (apparently for a significant time) any chance they left a family member with a POA?
This page:
https://www.irs.gov/newsroom/irs-approves-temporary-use-of-e-signatures-for-certain-forms
Has this link:
Additional forms have been added and the temporary-use period has been extended until June 30, 2021. Takes you to:
Has this:
"Need to File a Form with a Digital Signature (updated January 13, 2021)
We’ll temporarily allow digital signatures on certain forms that can’t be filed electronically.
What you should do: You can send us the following forms with digital signatures if they are postmarked from January 1, 2021 through June 30, 2021:
For more information, see IRS approves temporary use of e-signatures for certain forms."
If there's a refund, I'll give you a couple weeks to figure it out.
RE: electronic signature on mailed-in 1040... (similar situation as above) tax year: 2021. Wondering if RightSignature certificate showing signatures, history of signing, etc. attached....were attached... ?
Always check with IRS for updates and current rules:
"What you should do: You can send us the following forms with digital signatures if they are postmarked from August 28, 2020, through October 31, 2023"
I had looked there and didn't see anything related to a 1040. Was hoping, though!
"didn't see anything related to a 1040"
They tell you "for certain forms" and "temporary" and that's why you look it up, when you need to know what applies. It's all a moving target.
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