This form contains 20 fields organized into 6 sections. Below is a complete list of every field, its type, and what information is expected.

Field Name Type Description
ERO EFIN/PIN (Practitioner PIN Method)
ERO EFIN and Practitioner PIN Number
Enter the electronic return originator's (ERO) EFIN immediately followed by the practitioner's self-selected PIN used as the signature for the tax return. Fill only if 'I authorize ERO to enter or generate my PIN', 'I authorize ERO to enter or generate my PIN' is 'Yes' any.
Max length: 11 characters
Depends on: I authorize ERO to enter or generate my PIN, I authorize ERO to enter or generate my PIN
Spouse PIN Authorization
I authorize ERO to enter or generate my PIN Checkbox
Check this box if the spouse authorizes the Electronic Return Originator (ERO) or ERO firm to enter or generate the spouse's five-digit PIN to serve as the spouse's signature on the income tax return (original or amended).
Spouse ERO firm name Text
Enter the name of the ERO (electronic return originator) firm you authorize to enter or generate your spouse's PIN for the income tax return. Fill only if 'I authorize ERO to enter or generate my PIN' is 'Yes'.
Depends on: I authorize ERO to enter or generate my PIN
Spouse PIN (5 digits) Text
Enter your spouse's five-digit PIN used as their signature on the income tax return (do not enter all zeros). Fill only if 'I authorize ERO to enter or generate my PIN' is 'Yes'.
Max length: 5 characters
Depends on: I authorize ERO to enter or generate my PIN
I will enter my PIN as my signature Checkbox
Check this box if the spouse will personally enter their own five-digit PIN as their signature on the income tax return and the return will be filed using the Practitioner PIN method. Fill only if 'I authorize ERO to enter or generate my PIN' is 'No'.
Depends on: I authorize ERO to enter or generate my PIN
Submission Identification Number (SID)
Submission Identification Number (SID) Text
Enter the Submission Identification Number (SID) assigned to the e-file transmission — the unique identifier from your tax software or IRS e-file system for this submission.
Max length: 20 characters
Tax Return Information (Year and Amounts)
Tax year ending Number
The tax year ending December 31 that you are authorizing on this form.
Max length: 4 characters
Adjusted gross income Number
The adjusted gross income amount reported on the taxpayer's income tax return for the year being authorized.
Total tax Number
The total tax amount shown on the taxpayer's income tax return for the year being authorized.
Federal income tax withheld Number
The total federal income tax withheld reported on Form(s) W-2 and Form(s) 1099 for the year being authorized.
Amount you want refunded Number
The refund amount from the taxpayer's income tax return that the taxpayer wants refunded for the year being authorized.
Amount you owe Number
The amount the taxpayer owes on the income tax return for the year being authorized.
Taxpayer and Spouse Names and SSNs
Taxpayer's name Text
Enter the taxpayer's full legal name exactly as shown on their Social Security card (first name, middle initial if used, and last name).
Taxpayer's Social Security number Text
Enter the taxpayer's nine-digit Social Security number in the standard format (XXX-XX-XXXX).
Max length: 11 characters
Spouse's name Text
Enter the spouse's full legal name exactly as shown on their Social Security card (first name, middle initial if used, and last name).
Spouse's Social Security number Text
Enter the spouse's nine-digit Social Security number in the standard format (XXX-XX-XXXX).
Max length: 11 characters
Taxpayer PIN Authorization
I authorize ERO to enter or generate my PIN Checkbox
Check this box if you authorize the ERO (Electronic Return Originator) to enter or generate a five-digit PIN to be used as your signature on the income tax return.
ERO firm name Text
Enter the electronic return originator (ERO) or firm name that is authorizing or will enter/generate the taxpayer PIN exactly as it should appear on the return. Fill only if 'I authorize ERO to enter or generate my PIN' is 'Yes'.
Depends on: I authorize ERO to enter or generate my PIN
Taxpayer PIN (5 digits) Text
Enter the taxpayer's five-digit PIN used as the taxpayer signature on the return (do not enter all zeros). Fill only if 'I authorize ERO to enter or generate my PIN' is 'Yes'.
Max length: 5 characters
Depends on: I authorize ERO to enter or generate my PIN
I will enter my PIN as my signature Checkbox
Check this box only if you will personally enter your own five-digit PIN as your signature on the income tax return and your return is being filed using the Practitioner PIN method. Fill only if 'I authorize ERO to enter or generate my PIN' is 'No'.
Depends on: I authorize ERO to enter or generate my PIN