OLT TAX CORNER ~ Self-select PIN Program
Self Select PIN FAQ's
- What is the Self Select PIN?
- What if I can't remember last years AGI or PIN?
- I filed an amended return (1040X) last year, what figures do I use for the Self Select PIN?
- I didn't file a tax return last year because I was under the age of 16. What AGI should I use for the Self-Select PIN?
- My spouse did not have any income last year. What AGI do I use for them?
- Can I use the same Self-Select PIN every year?
- I did not file taxes last year. Do I have to paper file my tax return this year?
- This is my first year filing taxes. Can I still use the Self-Select PIN option?
- Last year I was married, this year I am filing as Single. OR This year I am filing as Married Filing Separate. What values do I enter for our prior year AGI?
- I know my prior year AGI entered was correct but the IRS rejected my return. Do I have to paper file now?
- Why do I need to have my last years PIN number? Is it required?
- I still need help. I donít know if I am eligible to file using the Self-Select PIN.
What is the Self Select PIN?
The Self-Select PIN (Personal Identification Number) method allows taxpayers to electronically sign their e-filed return by selecting a five-digit PIN as their signature. The five-digit PIN can be any five numbers except all zeros. The taxpayer will need their original AGI from their prior year tax return or their prior year PIN or their Electronic Filing PIN. One of these fields is required in order to electronically file your tax return.
What if I canít remember last years AGI or PIN?
You may call the IRS toll free number at 1-800-829-1040 or use the link on our self select pin page to enter data to receive that information. 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.
The IRS can assign you an Electronic Filing PIN.
Before contacting the IRS to obtain an Electronic Filing PIN, you must first have the following information:Your SSN (Social Security Number)Your First and Last NameYour Date of BirthYour Filing StatusYour Complete Mailing Address (as it appeared on your last year tax return).
Note: You can only request an IRS assigned Electronic Filing PIN if your last year tax return was processed by the IRS by December 11, last year.
How can you obtain your Electronic Filing PIN? One of two ways
- Go to the Electronic Filing PIN tool from the IRS website.
- Call the IRS touch-tone self-service system by calling 1-866-704-7388.
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 didnít 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 or older by December 31, last year, you are eligible to participate in the PIN program even if you havenít 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 havenít 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, enter 0 as the prior year AGI and leave the prior year PIN blank.
This is my first year filing taxes. Can I still use the Self-Select PIN option?
Simply enter your prior year AGI as 0 and leave the prior year pin section blank. Choose a pin for this year.
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 donít know if I am eligible to file using the Self-Select PIN.
The following taxpayers are eligible to use the Self-Select PIN method:
- Taxpayers who are eligible to file Form 1040, 1040A, 1040EZ for Last Year.
- Taxpayers who did not file for Last Year, but have filed previously.
- Taxpayers who are age 16 or older on or before December 31, last year, who have never filed a tax return.
- Primary Taxpayers under age 16 who have filed previously.
- Secondary Taxpayers under age 16 who have filed in the immediate prior year.
- Military personnel residing overseas with APO/FPO addresses.
- U.S. Citizens and resident aliens residing in the U.S. Possessions of the Virgin Islands, Puerto Rico, American Samoa, Guam and Northern Marianas, or with foreign country addresses.
- Taxpayers filing Form 4868 (extension of time to file), or Form 2350 (extension for certain U.S. citizens living abroad).
- Those who are filing on behalf of deceased taxpayers.