It looks like there are two different type of PINs when e-filing a tax return. I'd like to get some clarifications.
- Self Select PIN - https://www.irs.gov/e-file-providers/self-select-pin-method-for-forms-1040-and-4868-modernized-e-fil...
- IP PIN (Identify Protection PIN) -https://www.irs.gov/identity-theft-fraud-scams/retrieve-your-ip-pin
When e-filing with TurboTax (desktop version), which one I shall use? I'm a fist time filer. I got the rejection message "IND-031-04 - The primary taxpayer's AGI or Self-select PIN from last year does not match IRS records". I e-filed again with AGI=0. Still got rejected for the same reason.
I don't have Self-select PIN from last year. According to https://www.irs.gov/e-file-providers/self-select-pin-method-for-forms-1040-and-4868-modernized-e-fil..., I should enter AGI 0 and leave the PIN blank. But TurboTax won't allow me file if the PIN is blank. How can I work around that?
If there is no way to work around the TurboTax software, I can only file the return by mail. But how can I e-file next year if I don't specify a Self-select PIN this year? Is there a way to specify that on paper? If yes, which form?
According to IRS, e-filer may also use IP PIN. Actually, if IRS assigned you an IP PIN, you'd have to use that. According to the link the 2nd bullet point above:
If you file your return without your IRS assigned IP PIN:
- We’ll reject your electronic return, and you won't be able to e-file
- We’ll subject your paper return to additional screenings to validate your identity, delaying any refund you may be due
What would be the easiest way to do e-filing? I don't want to apply for IP PIN if I don't have to. But how can I work around the Self-select PIN chick-and-egg problem? Thanks!
