When Do I Need a New Form 8879 Signed

[Lion EA]

Completed returns and got signature on 8879. Then (before e-filing) she thinks she has more medical deductions. How much can tax &/or income &/or deductions change withOUT requiring a new 8879 signed.

I remember something like $10 in tax, but can't find anything on topic now. She has a refund and is over the 7.5% for medical, so any deductions she has will increase her refund.

We're leaving for hubby's family reunion in MA very early tomorrow morning, so if I don't e-file today, it won't get done until 6 August or later.

[Lee B]

 I think the Part II Taxpayer Declaration will answer your question

[jklcpa]

Quote

Pub 1345:

Taxpayers must sign a new declaration if the electronic return data on individual income tax returns is changed after taxpayers signed the Declaration of Taxpayer and the amounts differ by more than either (i) $50 to “Total income” or “AGI,” or (ii) $14 to “Total tax,” “Federal income tax withheld,” “Refund” or “Amount you owe.”

 

 

[Lion EA]

Thank you, thank you. She did find more deductions, so she'll be doing eSign when complete. And, if she doesn't get all her deductions to me tonight, like I told her, she'll have to wait until 6 August when I return from Hubby's family reunion to complete her return.

Back to packing...