Tax e-File FAQ: Signature for e-filing with eSmart Tax Online Tax Software

How do I sign the e-filed tax return?

How do I sign my e-file?  (back to top)

With e-file, the IRS still requires proof legally that the return is submitted by the taxpayer. You can sign with a Self-Select PIN and last year's Adjusted Gross Income or mail in a Form 8453-OL with your signature that declares you have e-filed.

Does State require any signature for e-file?  (back to top)

State requirements are different. Some States use a pre-assigned PIN like the Customer Service Number (CSN) for California while some require a signed paper form. When you use eSmart Tax online, we will guide you through State requirement based on your choice of State. You need to follow the instructions carefully to ensure compliance.

What is Self-Select PIN? How do I use it?  (back to top)

  • Self-Select PIN is a way for you to sign your e-file electronically. It is a random 5-digit number of your choice. You also need to enter the exact amount of the Adjusted Gross Income (AGI) from your prior year's tax return.
  • You must know the exact amount of last year's AGI to use it. The IRS will check it against its database before accepting your return
  • If the PIN and AGI are accepted, your e-file is submitted totally paperless. If not, your return will be rejected and you need to revise and resubmit.

My e-file was rejected because the AGI does not match IRS record?  (back to top)

  • Make sure you have entered the exact AGI as it is on last year's return. Do not use 00000 or 11111, etc. as the PIN.
  • If you have entered AGI correctly, you need to call the IRS to verify what they have at 800-829-1040. We do not know the correct amount.
  • If you filed a joint return last year and are filing a joint return this year, you need to enter the same AGI for both you and your spouse. Do not divide the amount even if only one of you had income last year.

How do I get the Self-Select PIN and/or AGI?  (back to top)

  • Self-Select PIN is any random 5-digit number you choose (do not use 00000 or 11111, etc.).
  • You can find last year's AGI on last year's tax return or you can call the IRS to verify the amount. 800-829-1040

I do not know last year's AGI, how do I sign and e-file?  (back to top)

You can choose not to enter a PIN and/or your AGI and proceed to e-file. Your return and refund, if any, will still be processed without delay. However, if you choose this option, you will need to mail a Form 8453-OL with your signature after your return is accepted. If you don't, you will receive a letter from the IRS requesting the Form several months later.

On the 2006 tax return self-select PIN, taxpayers may use their Prior Year PIN instead of Prior Year AGI.

For taxpayers that did NOT use a self-select PIN and did not send in their 8453-OL for tax year 2006, they will NOT be allowed to e-file unless they use the self-select PIN next year, calendar year 2008.

What is a Form 8453-OL?  (back to top)

Form 8453-OL is a Declaration for an IRS e-file Online Return. It is signed by the taxpayer to declare that the taxpayer has e-filed a tax return online. The form is required if you have chosen not to use the Self-Select PIN/AGI option for your e-file.

How do I find and prepare a Form 8453-OL?  (back to top)

  • eSmart Tax will prepare a Form 8453-OL that you can print and mail if you choose not to use Self-Select PIN.
  • The form will be available for you to print after your e-file has been accepted by the IRS.
  • You need to come back to print and mail, even if you have received your refund.

Where should I mail the Form 8453-OL?  (back to top)

On the form, you can find the specific mailing address determined by your residence location.

Will I get my refund if I do not mail the Form 8453-OL?  (back to top)

  • Your tax return and refund, if any, processing will not be delayed, whether you mailed the Form 8453-OL or not. If the form is required, you did not use Self-Select PIN/AGI, and the IRS does not receive it, the IRS will send you a letter a few months later to request it.
  • Some States require a Form 8453-OL equivalent for the State.
  • Some States, Michigan, e.g., require that the State 8453 be received before refund is processed. We will alert you about State specifics when you e-file. You can also check State websites for more details.

What is a Declaration Control Number (DCN)?  (back to top)

DCN is a 14 digit number that is assigned to your tax return upon e-file. It is required information on Form 8453-OL so the IRS can match your signature with your tax return. It is finalized after your return is accepted, that is why we ask you to print Form 8453-OL after your return has been accepted.


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