Provide the partner or member or PR with a copy of the signed Form 8879-PE upon request. with a corrected copy of the Form 8879-PE if changes are made to the return or AAR for example based on the See Pub. Retain the completed Form 8879-PE for 3 years from the return due date or IRS received date whichever is later. Cat. No. 48314D Form 8879-PE 2024 Page 2 Future Developments For the latest information about developments related to Form 8879-PE and its instructions such as legislation enacted...after they were published go to www.irs.gov/Form8879PE. Purpose of Form A partner or member or partnership representative PR and an electronic return originator ERO use Form 8879-PE when the partner or member or PR wants to use a personal identification number PIN to electronically sign a member or PR who doesn t use Form 8879-PE must use Form 8453-PE E-file Declaration for Form 1065. Be transmitted to the IRS until the ERO receives the properly signed Form Important Notes for EROs Don t send...Form 8879-PE to the IRS unless requested to do so. The ERO must receive the completed and signed Form 8879-PE from the partner or CAUTION member or PR before the electronic return or AAR is transmitted or released for transmission. Form 8879-PE can be retained electronically in accordance with the 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-PE Department of the Treasury Internal Revenue...Service E-file Authorization for Form 1065 OMB No. 1545-0123 ERO must obtain and retain completed Form 8879-PE. Go to www.irs.gov/Form8879PE for the latest information. For return of partnership income or administrative adjustment request For calendar year 2024 or tax year beginning 2024 and ending Part I Form 1065 Information Whole dollars only Gross receipts or sales less returns and allowances Form 1065 line 1c Gross profit Form 1065 line 3. For more information see the instructions for Form...8453-PE. Don t send this form to the IRS. The ERO must retain Form 8879-PE. ERO Responsibilities The ERO must Enter the name and employer identification number of the partnership at the top of the form Complete Part I using the amounts zero may be entered when appropriate from the partnership s 2024 Form 1065 Enter on the authorization line in Part II individual preparing the return or AAR if the ERO is authorized to enter the Give the partner or member or PR Form 8879-PE for completion and...review by hand delivery U.S. mail private delivery service email Internet website or fax and and date. Ordinary business income loss Form 1065 line 23. Net rental real estate income loss Form 1065 Schedule K line 2. Other net rental income loss Form 1065 Schedule K line 3c. Employer identification number Name of partnership Declaration and Signature Authorization of Partner or Member or Partnership Representative I declare under penalties of perjury that 1a* If the Form 1065 is being transmitted...as part of a return of partnership income I am a partner or member of the named partnership* b.
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Instructions and Help about IRS 8879-PE
How to edit IRS 8879-PE
How to fill out IRS 8879-PE
Instructions and Help about IRS 8879-PE
How to edit IRS 8879-PE
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How to fill out IRS 8879-PE
Filling out IRS 8879-PE involves several key steps to ensure accuracy and compliance with IRS regulations. Start by reviewing the instructions provided by the IRS, which detail the information required for completion. Gather necessary documents, such as the partnership's tax return and any relevant financial statements. Enter the required information in each section of the form, making sure to double-check for any errors or omissions before finalizing the submission.
Latest updates to IRS 8879-PE
Latest updates to IRS 8879-PE
Stay informed about any updates or changes to IRS 8879-PE by checking the official IRS website regularly. Changes can occur annually, impacting filing requirements, due dates, or form structure. It's crucial to ensure compliance with the latest regulations to avoid penalties.
All You Need to Know About IRS 8879-PE
What is IRS 8879-PE?
What is the purpose of this form?
Who needs the form?
When am I exempt from filling out this form?
Components of the form
What are the penalties for not issuing the form?
What information do you need when you file the form?
Is the form accompanied by other forms?
Where do I send the form?
All You Need to Know About IRS 8879-PE
What is IRS 8879-PE?
IRS 8879-PE is the IRS e-file Signature Authorization for Partnerships form. This form enables tax professionals to use electronic signatures to transmit a partnership's tax returns. It verifies the partnership's consent for electronic filing and is essential for ensuring that the return is accepted by the IRS.
What is the purpose of this form?
The primary purpose of IRS 8879-PE is to authorize the e-filing of Form 1065, U.S. Return of Partnership Income. By completing this form, the partners effectively provide their permission for the tax professional to file the partnership return electronically, streamlining the submission process while ensuring compliance with IRS regulations.
Who needs the form?
Partnerships that intend to e-file their tax returns must complete IRS 8879-PE. This includes any partnership that requires e-filing of Form 1065 or related schedules. Each partner listed on the partnership's tax return must sign the form to validate the e-filing process.
When am I exempt from filling out this form?
You are exempt from filling out IRS 8879-PE if you choose to file the partnership tax return using a paper submission rather than electronically. Additionally, if the partnership does not utilize a paid tax preparer to file the return, the form is not required.
Components of the form
The IRS 8879-PE includes essential components such as the partnership's name, address, and Employer Identification Number (EIN). It also requires the names and signatures of the partners, indicating their consent for electronic submission. Furthermore, it contains details about the tax professional preparing the return, including their PTIN (Preparer Tax Identification Number).
What are the penalties for not issuing the form?
If the IRS 8879-PE is not completed and submitted when required, the partnership may face penalties. This can include fines for failure to file accurate electronic returns or delays in processing the tax return. Additionally, the IRS may reject the e-filed return if it is submitted without the proper authorization.
What information do you need when you file the form?
When filing IRS 8879-PE, you will need specific information including the partnership's name, EIN, and address. Be sure to include the names and signatures of all partners, and the name and PTIN of the tax preparer. Accurate details are crucial to ensure compliance and facilitate the e-filing process.
Is the form accompanied by other forms?
No, IRS 8879-PE is typically filed independently. However, it must accompany the Form 1065 when submitted through e-filing. It serves as a signature authorization specific to the electronic submission of the partnership tax return.
Where do I send the form?
IRS 8879-PE does not need to be mailed to the IRS as it is retained by the tax preparer. However, it must be signed and completed prior to e-filing Form 1065 to ensure the filing can be processed correctly by the IRS.
FAQ about IRS 8879-PE
What should I do if I need to correct an error on my IRS 8879-PE after submission?
If you realize that you need to correct an error after submitting your IRS 8879-PE, you may need to file an amended return. It's essential to follow the proper process for corrections, as an amended return is not automatically accepted. Ensure you have all supporting documents ready and be aware that corrections could delay your e-filing or processing of the original return.
How can I check the status of my IRS 8879-PE filing?
To check the status of your IRS 8879-PE filing, you can use the IRS online tools available for tracking your e-file submissions. Keep your confirmation number handy, and if you encounter any rejection codes, make sure to refer to the IRS documentation for guidance on resolving those issues. Keeping track of your submission is vital to ensure that everything is processed as expected.
What are the record retention requirements for IRS 8879-PE filings?
After filing your IRS 8879-PE, you must keep a copy of the form and any related documents for your records. The IRS generally recommends retaining these records for at least three years from the date of filing. This is important for compliance and should you ever face an audit related to your filings.
What should authorized representatives know about filing IRS 8879-PE?
If you are filing IRS 8879-PE on behalf of someone else as an authorized representative, ensure that you have the appropriate Power of Attorney (POA) documentation. It is crucial to follow the specific instructions outlined for authorized representatives, including maintaining the integrity of the e-signature process and ensuring all information is accurately represented.
What kind of errors are common when filing IRS 8879-PE, and how can they be avoided?
Common errors when filing the IRS 8879-PE often include incorrect taxpayer information or mismatched details between the IRS forms. To avoid these pitfalls, double-check all entries for accuracy and ensure that all names, social security numbers, and other identifiers match those on the supporting documents. Utilizing reliable e-filing software can also help to minimize mistakes.
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