Many of our clients wonder what is form 8879, do I need to sign this form and why does my spouse need to sign as well? The importance of form 8879 has often been overlooked. This is the final step to electronically file a tax return, but an important step. Let’s take a look at what is an 8879 form and why you should sign the form.
First of all, the IRS requires a taxpayer to sign form 8879 before your tax return can be e-filed. Form 8879 is the declaration document and signature authorization for any e-filed return that is filed by an electronic return originator (ERO), or in other words, your tax preparer. It allows the
IRS to accept your signature electronically and must be completed for any original returns or amended returns. Signing form 8879 is the same as if you would sign and mail in a physical copy of your tax return. Without a signed form 8879, your tax preparer cannot proceed with electronically filing your return, emphasizing the importance of form 8879.
As a taxpayer, it is essential for you to verify the accuracy of your prepared return before you sign the form 8879. If any changes need to be made to your return, promptly reach out to notify your tax preparer and make those changes. Sign and date form 8879 form making sure all parties involved have signed the form as well. This includes your spouse’s signature. Return the completed form to your preparer for their records. The form 8879 does not need to be mailed to the IRS.
While the form 8879 might seem like an insignificant part of e-filing, signing the form should not be overlooked. Your tax preparer will appreciate your timely return of a signed form 8879 as this is the last and final step for your return to be e-filed.