ILLMAS Posted January 24, 2011 Report Posted January 24, 2011 http://www.irs.gov/efile/article/0,,id=211143,00.html I recommend reading this for those who use the same PIN for all your tax returns. Quote
Jack from Ohio Posted January 24, 2011 Report Posted January 24, 2011 Is it acceptable for the ERO to choose the same PIN for multiple clients? Yes, it is acceptable to assign the same PIN for multiple clients Quote
ILLMAS Posted January 24, 2011 Author Report Posted January 24, 2011 If an ERO creates or automatically generates a PIN you must give a copy of the form 8879 to them. Do you give a copy to your clients? I create the PIN based on the day the TP signs the form, but never give them a copy, I just retain it for my records. Quote
Catherine Posted January 24, 2011 Report Posted January 24, 2011 If an ERO creates or automatically generates a PIN you must give a copy of the form 8879 to them. Do you give a copy to your clients? I create the PIN based on the day the TP signs the form, but never give them a copy, I just retain it for my records. I've never given a client a "to keep" copy of the 8879 -- I'm supposed to keep it, in my files (and readily accessible), for three years. With MA's new confidential information rules, I can't even give clients a copy of their own TAX return with their SSN's on it (just X's) - and what use would an 8879 full of X's be to anyone? Quote
Margaret CPA in OH Posted January 24, 2011 Report Posted January 24, 2011 Are you serious that MA prevents a preparer from giving a client a copy of their own tax return with their ssn's? If they are mailing a return, is it allowable to have the ssn's on it (she asked almost facetiously)? I have one client in MA so I guess I better brush up on this, uh, sensible regulation. I hope it is readily found on the MA website. Quote
Kea Posted January 24, 2011 Report Posted January 24, 2011 I've always* given a copy of the 8879 to the client after they (and I) signed it And, yes, it's the copy with the full SSN on it. * at least the last couple of years. Previously my remote signers may or may not have had a copy with my signature. Quote
grandmabee Posted January 24, 2011 Report Posted January 24, 2011 I've always* given a copy of the 8879 to the client after they (and I) signed it And, yes, it's the copy with the full SSN on it. * at least the last couple of years. Previously my remote signers may or may not have had a copy with my signature. I give all my clients a copy of the 8879 complete with my signature but not theirs. I keep the original with my file and with their signatures. I consider the 8879 part of return. so when I give them a complete copy of the return its included Quote
mcb39 Posted January 24, 2011 Report Posted January 24, 2011 I give all my clients a copy of the 8879 complete with my signature but not theirs. I keep the original with my file and with their signatures. I consider the 8879 part of return. so when I give them a complete copy of the return its included Exactly the same here. Quote
Janitor Bob Posted January 25, 2011 Report Posted January 25, 2011 I make tasty little treats by freezing cool-ade in an ice cube tray with a toothpick in it. I give my clients those instead of a copy of the 8879 Quote
chuck Posted January 25, 2011 Report Posted January 25, 2011 I give them a copy but remove my efin # Quote
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