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Self Select PIN/Form 8453-OL FAQ's
What is the Self Select PIN?
What if I can’t remember last years AGI or PIN? You may call the IRS toll free number at 1-800-829-1040. If you can provide certain information to the Customer Service Representative (such as their name, SSN, filing status and current address), you may receive the original AGI amount over the phone or you may request a free transcript. Allow 7 to 10 days to receive the transcript. You should be sure to ask for the Original AGI so you can file electronically using the Self-Select PIN Method. The IRS can also provide you with your prior year PIN number.
I filed an amended return (1040X) last year. What figures do I use for the PIN? You must use the original AGI amount from the originally filed return. The return will reject if the amended AGI amount is used. Do not use amounts from an amended return, a corrected amount from a math error notice, or a changed amount from IRS.
I didn’t file a tax return last year because I was under the age of 16. What should I do for the Self-Select PIN? If you were 16 by December 31, you are eligible to participate in the PIN program even if you haven’t previously filed a return. When asked to enter your AGI, you would need to enter 0 and leave your prior year PIN number blank. If you are still under 16, and haven’t previously filed, you will need to paper file your tax return.
My spouse did not have any income last year. What AGI do I use for them? Both taxpayers on the joint return will use the FULL AGI amount from the originally filed return. The AGI amount should not be divided between the primary and the spouse.
Can I use the same Self-Select PIN every year? Yes, or you can choose any 5 digits except all zeros.
I did not file taxes last year. Do I have to paper file my tax return this year? No, if you have filed a tax return before with the IRS, enter your prior year AGI amount as 0 and leave the Prior Year PIN number blank. If you had NEVER filed a tax return before, you would not be eligible to use a PIN and you would have to paper file that tax return.
This is my first year filing taxes. Can I still use the Self-Select PIN option? No, in order to use the Self-Select PIN program you need to enter your adjusted gross income from last year before you can select a PIN number. If this is your first year filing taxes, then you won’t have an adjusted gross income from last year, and therefore cannot use the PIN program. Instead you will need to paper file your tax return.
Last year I was married. This year I am filing as Single. OR This year I am filing as Married Filing Separate. What is my prior year AGI? If you filed a Married Filing Joint tax return last year, whatever the AGI on that tax return was is your AGI. Do not divide or separate that income for the Self-Select PIN this year.
I know my prior year AGI entered was correct but the IRS rejected my return. Do I have to paper file now? No, you do not have to paper file this year. You should contact the IRS at 1-800-829-1040 to speak with a Customer Service Representitive. If you can verify information about the taxpayer (Name, Social, Address, Prior year filing status) they will give you the data they have on file so you can participate in the Self-Select PIN Program.
Why do I need to have my last years PIN number? Is it required? The number one rejection by the IRS is due to incorrectly entered AGI amounts. Therefore, the IRS now allows you the option to enter the Prior Year PIN. You can enter either the Prior PIN or the AGI, or both. If both numbers are entered, the IRS will first check the Prior Year AGI. If that number is not what they have on file, instead of rejecting the tax return, they verify the Prior Year PIN. If this number matches their records, your return will be accepted. Entering the Prior Year PIN number is just another option in order to use the Self-Select PIN Program. It is much easier to remember a 5 digit PIN number rather than the Prior Year AGI amount.
I still need help. I don’t know if I am eligible to file using the Self-Select PIN. The following taxpayers are eligible to use the Self-Select PIN method:
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