Clients' & ERO PIN

[Burke]

Form 1040-V is used. Be sure to delete any bank info in the file. NYS "REQUIRES" bank debit. But I'm sure they will cash a check.

Thanks. I found it on the efile info worksheet in the software. Sorry to be such a doofus on all this.

[Burke]

Burke...In most programs you can opt to have the last 5 digits of the SSN for each client be automatically placed in the pin box by the program

I will definitely check that out.

[BOB W]

I found a web site that will generate random numbers of any length. I had it generate a few pages of 5 digit random numbers. Each time I use one I scratch it off the list. I use a new random number for every client and spouse on every return I do.

Why bother, the 5 digits is attached to the client's SS# so it is different for every client using the same pin for everyone.

[taxea]

Burke...In most programs you can opt to have the last 5 digits of the SSN for each client be automatically placed in the pin box by the program

[jimenright]

pin numbers

PIN numbers need to be 5 digits. EVERY client can have the same pin. The pin is attached to the clients SS#. I use my zip code for all clients and myself.

Not sure if that is what you needed................

I found a web site that will generate random numbers of any length. I had it generate a few pages of 5 digit random numbers. Each time I use one I scratch it off the list. I use a new random number for every client and spouse on every return I do.

[BOB W]

Form 1040-V is used. Be sure to delete any bank info in the file. NYS "REQUIRES" bank debit. But I'm sure they will cash a check.

[Burke]

Sorry, I modified my post while you were answering. In addition to my question above, the Form 8879 says in Part II that the taxpayer authorizes EFT withdrawal of any tax due by signing this form. Can they not just send a check for the tax due, rather than have it withdrawn from their account?

[BOB W]

Yup. That's what I was looking for. I know there was a thread on this a while back, maybe last year sometime......

So, the client PIN and the ERO PIN can be the same? Form 8879 instructions say "if the ERO is not using the Practitioner PIN method and the taxpayer enters his or her own PIN......THEN do not complete Form 8879." When would this happen?

When you let the client type in his/her (personal) pin. I always check the box that I am selecting the pin for the client. So 8879 needs to be signed. But that is interesting way to get around getting signed 8879s.

[BOB W]

Yup. That's what I was looking for. I know there was a thread on this a while back, maybe last year sometime......

So, the client PIN and the ERO PIN can be the same? What is the point of the Practitioner PIN method?

Don't know, but if it works I move on......................

[Burke]

Yup. That's what I was looking for. I know there was a thread on this a while back, maybe last year sometime......

So, the client PIN and the ERO PIN can be the same? Form 8879 instructions say "if the ERO is not using the Practitioner PIN method and the taxpayer enters his or her own PIN......THEN do not complete Form 8879." When would this happen?

[BOB W]

PIN numbers need to be 5 digits. EVERY client can have the same pin. The pin is attached to the clients SS#. I use my zip code for all clients and myself.

Not sure if that is what you needed................

[Burke]

I have tried to search this forum for what I know have been threads regarding PIN numbers for clients and ERO's but cannot get anything as PIN and ERO are too short and Efile and Clients are too common. Any help here?