This article will help if one of the following e-file critical diagnostic is generating:
- e-file: PDF attachment: A PDF of the signed Form 8453-EO must be attached to the return, when not using the e-file PIN signature option. Using an e-file PIN signature option to electronically sign the return eliminates the need to scan and attach a PDF copy of Form 8453-EO. (ref. #9843)
- Extension: PDF attachment: A PDF file of the signed Form 8453-EO must be attached to the extension, when not using the e-file PIN signature option. Using an e-file PIN signature option to electronically sign the extension eliminates the need to scan and attach a PDF copy of Form 8453-EO. (ref. #9844)
These diagnostics will generate if:
- The PIN signature option hasn't been setup.
- Form 8453-EO is generating (e-file PIN signature is suppressed).
To set the PIN signature option globally:
- From the Settings menu, select Options.
- Go to the Tax Return tab.
- In the section Tax Return Options, locate the e-file PIN Signature option.
- Select When applicable from the dropdown menu.
To set the PIN signature option per client file:
- Go to Screen 5, Electronic Filing.
- Locate the Paperless Filing-Overrides section.
- Enter a 1 in e-file PIN signature: 1= when applicable, 2= suppress [O].
To attach a signed copy of Form 8453-EO:
- Scan the signed copy of Form 8453-EO as a PDF and save.
- Go to Screen 5, Electronic Filing.
- Select PDF Attachment > Add > Attach PDF.
- Select Browse Files and locate the scanned PDF.
- Select the document and select Open.
- Enter a 1 or 2 in 1=Form 8453-EO (990/EZ/PF), 2=Form 8453-EO (8868).