Explanation of E-Filing Electronic Signature (AGI/PIN)
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Signing your electronic tax return is more complicated than jotting your name on a signature line. When you e-file, the IRS requires an electronic signature consisting of two parts: identity verification and information verification.

Identity Verification

2014 Adjusted Gross Income (AGI)

This dollar amount is found on your 2014 Form 1040 (Line 37), Form 1040A (Line 21), or Form 1040EZ (Line 4).

Enter "0" and leave the 2014 Personal Identification Number (PIN) field blank if you:

  • did not file a return for 2014,
  • did not file a 2014 return before December 2015, or
  • are a first time tax filer in 2015

Later, during the alerts process, you will receive a Red Alert and you will need to place a check-mark in the box indicating that your prior year AGI was in fact "0".

Keep in mind:

  • Record the original AGI amount, before any amendments were filed.
  • If you filed a joint return last year, provide the full AGI for both spouses this year.

2014 Personal Identification Number (PIN)

This is the five-digit number you created when you filed your 2014 return.

2015 IRS Issued Electronic Filing PIN (must have been obtained before June 2016)

To enter this PIN:

  1. Click the radio button next to "I do not have access to my 2014 tax return"
  2. Enter the EF PIN obtained from the IRS in the "2015 IRS Issued Electronic Filing PIN" field. (The new PIN MUST be entered in this field and NOT in the 2014 PIN field). 

Information Verification

Electronic Signature Requirements

To verify your information and sign the return, enter the following required information on the next screen:

  • Your date of birth
  • Your 2015 PIN: This is any 5-digit number you create. It can be the same as last year's PIN or your 2015 IRS Issued Electronic Filing PIN, but it does not have to be.
  • Today's date.

Once you have completed the electronic signature, you may continue through the e-filing steps.