Practitioner PIN Method (ERO PIN)
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The Practitioner PIN method allows taxpayers to authorize the Electronic Return Originator (ERO) to enter or generate the taxpayer's PIN.

To set the program to automatically use the Practitioner PIN:

  1. From within your TaxAct Professional Edition program, click Preparer in the upper menu bar, hover your mouse over Master Information, then click Preparers.
  2. Click the Pencil Icon next to the preparer name.
  3. Click Electronic Filing Info, then click the dropdown below PIN Type, and click Practitioner PIN (Form 8879).
  4. In the field below Practitioner PIN for Electronic Signature enter your PIN, then click Save and Close.

This number is any five digits you want except five zeros. When you put the number in the Preparer Master Information, it can be applied to any return, so that you don't have to make up a new one or retype it for each return. While the Practitioner PIN replaces the client's Prior Year PIN or the Prior Year AGI, it does not replace the Self-Select PIN for the current tax year. When using the Practitioner PIN method, the Self-Select PIN may be chosen by the Taxpayer, the Practitioner, or randomly generated.

For more information on the Practitioner PIN method, see the IRS Self-Select PIN Method for Forms 1040 and 4868 Modernized e-File (MeF) webpage.


Note that any link in the information above is updated each year automatically and will take you to the most recent version of the webpage or document at the time it is accessed.