efin, agi, ippin

placide

will i need to enter the taxpayer PRIOR YEAR AGI or IP PIN to EFILE HIS RETURN ?, or i should be able to use my efin number TO EFILE WORRING ABOUT PRIOR AGI OR IPPIN

MatthewD

Yes, you'll need to enter either the taxpayer's prior year AGI or their prior year PIN to e-file the return. Your EFIN allows you to submit returns as a paid preparer, but it doesn't bypass the IRS identity verification requirements for the taxpayer.

Here's how it typically works:

For Identity Verification:
The IRS requires one of the following to verify the taxpayer's identity:
- Prior Year AGI - The adjusted gross income from the taxpayer's prior year return, OR
- Prior Year PIN - The five-digit PIN the taxpayer created when they filed last year

You only need one of these - not both.

If the taxpayer has an IP PIN:
If the IRS has issued the taxpayer an Identity Protection PIN, you'll need to enter their current IP PIN (not one from a prior year). The taxpayer can retrieve their current IP PIN at https://www.irs.gov/identity-theft-fraud-scams/retrieve-your-ip-pin

Your EFIN is essential for you to submit returns as a paid preparer, but it works alongside - not instead of - the taxpayer's identity verification information.

If you need additional help, you can contact Customer Support while signed into your account. That way a support agent can look at your account.