Support CenterNew Electronic Return Originator (ERO) FAQ
Q: Can we input a PIN to our computer program prior to receiving approval of our client to submit the return?
A: No, EROs must provide the IRS e-file Signature Authorization Form 8879 to those taxpayers who wish to authorize the ERO to enter the taxpayer's PIN. The taxpayer must review the return for accuracy and check the appropriate box in Part II to authorize the ERO to enter the PIN.
Q: Can we e-file a return that has a refund of over $10,000?
A: Yes, a return can be e-filed that has a refund over $10,000.00. When taxpayers are entitled to refunds, EROs who function as the return preparer should inform taxpayers that they have several options. Part of a refund may be applied to next year's estimated tax and the rest received as a Direct Deposit or paper check.
Q: Can we e-file a return for someone who has never filed before?
A: Yes, EROs can e-file a return for someone who has never filed before. The IRS e-file Program, however, is limited to tax returns for the current tax year and two previous years.
Q: Can I e-file a return for someone under 16 years old?
A: Yes, EROs can e-file a return for an individual who is under age 16.
Q: Is there still a restriction on using a PIN for a filer under 16 years old?
A: Yes, if the taxpayer is under 16 and a first time filer, the Self-Select PIN method cannot be used. However, the Practitioner PIN method has no age restrictions.
Q: Can a surviving spouse e-file a joint return?
A: IRS e-file Program is now accepting decedent returns. EROs can e-file a joint return on behalf of a surviving spouse. EROs can use both of the electronic signatures, either the Self-Select PIN or Practitioner PIN.
Q: Can a personal rep e-file for a deceased person?
A: Yes, a personal representative can e-file a return on behalf of a deceased person. If the deceased taxpayer is entitled to a refund, the personal representative must be sure to e-file Form 1310. The name and SSN of the personal Representative of Form 1310 must match name line 2 of Forms 1040EZ, 1040A, and 1040 when filing a decedent return.
Q: Can a trust officer e-file for a deceased person?
A: No, a trust officer cannot e-file a return for a deceased person. The IRS e-file Program does not accept returns filed by court-appointed individuals.
Q: Can we e-file Married Filing Separate returns?
A: Yes, EROs can e-file a tax return for taxpayers who are married but filing separate returns from the program
Additional Information
Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Preguntas frecuentes sobre el nuevo Electronic Return Originator (ERO)
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