Is there a way to get "signed" PDF copies of returns that have been e-filed through PTO?

Forum|Forum|6 years ago
May 22, 2020
2 replies
39 views

A client's lender is requesting "signed copies" of recent returns. They won't accept the unsigned PDF copies I can print from the PTO e-file page. What I really need is a way to see/print/share the return in the exact form it was sent to the IRS.

ProConnect Tax Online

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Best answer by itonewbie

There has never been a "signed" copy of the return ever. The only signed copy is with the IRS. Taxpayers have always provided their copies as supporting document. The signed F.8879 and E-File Confirmation Letter should be proof enough, if necessary. Otherwise, your client can request a transcript from the IRS.

If you are in the midst of these discussions between your client and the lender, hope you are getting paid and have the proper authorization to speak or furnish tax info to the lender as a third party.

In our engagement letter, we clearly states that the returns we prepare are only for filing with the relevant tax authorities and not intended to be used for other purposes. Clients are free to use the returns as they see fit but we won't get in the middle of other financial transactions they engage in.

Just-Lisa-Now-

Intuit Community Champion

I re-fi'd a few months ago, the bank asked for copies of the signed 8879 OR the signed copy of the return...easier to scan and send the 8879.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

itonewbieAnswer

Level 15

There has never been a "signed" copy of the return ever. The only signed copy is with the IRS. Taxpayers have always provided their copies as supporting document. The signed F.8879 and E-File Confirmation Letter should be proof enough, if necessary. Otherwise, your client can request a transcript from the IRS.

If you are in the midst of these discussions between your client and the lender, hope you are getting paid and have the proper authorization to speak or furnish tax info to the lender as a third party.

In our engagement letter, we clearly states that the returns we prepare are only for filing with the relevant tax authorities and not intended to be used for other purposes. Clients are free to use the returns as they see fit but we won't get in the middle of other financial transactions they engage in.

---------------------------------------------------------------------------------Still an AllStar

wjdukesAuthor

Level 2

Those are good practice pointers, and I agree with everything you're saying in principle. At the same time, it was not uncommon, in the bad-old-days before we had electronic filing, to make a copy of the signed return before sending it to the IRS and to retain that copy in the client's file. I'm essentially looking for the modern equivalent of that practice with an e-filed return.

You may assume that I am authorized by my client to do what I am doing and that I have considered the business and other implications of doing so.

My question is purely practical: Is there a way to have the PTO software generate a PDF that shows the return, signed using a PIN (as the Form 8879 indicates it would be), in the form in which it was sent to the IRS?

Just-Lisa-Now-

Intuit Community Champion

Signing with PIN is only for Efiling, not paper filing and theyre giving the paper filing to the lender....so have them sign the paper copy, then scan it and send to the lender...you cant do it from your end unless you have a copy of the actual signed return.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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