Top of the form
Submission Identification Number (SID), and the parent, guardian, or other authorized individual's name and social security number.
8879-TA
IRS e-file Signature Authorization for Form 4547, Trump Account Election(s)
- Agency
- IRS
- Revision
- December 2025
- Fillable fields
- 15
- Pages
- 2
- Official source
- IRS form page
- Checked
- October 21, 2026
Form 8879-TA: IRS e-file Signature Authorization for Form 4547, Trump Account Election(s)
Form 8879-TA is the declaration document and signature authorization for each e-filed Form 4547, Trump Account Election(s). The About page says it is used when an electronic return originator (ERO) files Form 4547 at the same time as the parent, guardian, or other authorized individual's income tax return.
The About page says to complete it when the Practitioner PIN method is used, or when the individual identified on Part I of Form 4547 authorizes the ERO to enter or generate the individual's personal identification number (PIN). The ERO prepares the form, the parent, guardian, or other authorized individual signs it, and the ERO keeps it. The form says "Don't Submit This Form to the IRS Unless Requested To Do So."
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What's on Form 8879-TA
Part I: Form 4547 information
Lines 1 to 6 copy the first names and dates of birth of up to two children and each child's Pilot Program Contribution Election from Form 4547.
Part II: declaration and PIN
A declaration under penalties of perjury and consent for the ERO to send Form 4547. Two boxes: authorize the ERO firm to enter or generate the PIN, or enter the individual's own PIN under the Practitioner PIN method.
Part II signature
The individual's signature and date. The instructions allow a handwritten signature, or an electronic signature if supported by computer software.
Part III: ERO certification
For Practitioner PIN method returns only: the ERO's six-digit EFIN followed by a five-digit self-selected PIN, plus the ERO's signature and date.
How to fill out Form 8879-TA
- 1
Header and Part I
The ERO enters the individual's name and SSN at the top, then completes Part I from the individual's Form 4547. The instructions say boxes may remain unchecked when appropriate.
- 2
Choose a PIN option
In Part II, check one box only. For the first box, enter the ERO firm name (not the name of the individual preparing the return) and five digits that are not all zeros.
- 3
Review and sign
The parent, guardian, or other authorized individual verifies the accuracy of the prepared Form 4547, then signs and dates Form 8879-TA.
- 4
Return it to the ERO
The instructions list hand delivery, U.S. mail, private delivery service, email, internet website, or fax. They say Form 4547 won't be transmitted until the ERO receives the signed Form 8879-TA.
- 5
Part III if it applies
Under the Practitioner PIN method, the ERO enters its six-digit EFIN and five-digit PIN, then signs and dates the certification.
- 6
Record the SID
The ERO enters the 20-digit Submission Identification Number assigned to the tax return with which Form 4547 was e-filed, or associates Form 9325 with Form 8879-TA after filing to provide it.
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Who keeps it, how long and what not to do
Not sent to the IRS
The form says "Don't Submit This Form to the IRS Unless Requested To Do So." The ERO retains it.
Retention period
The instructions say to retain the completed Form 8879-TA for 3 years from the return due date or IRS received date, whichever is later. It may be retained electronically under Revenue Procedure 97-22.
Before transmission
The instructions say the ERO receives the completed and signed form before the return filed with Form 4547 is transmitted or released for transmission.
Copies for the individual
The ERO provides a copy of the signed form on request, and a corrected copy if changes are made to the return.
PIN rules
The PIN is five digits other than all zeros. The instructions say the ERO enters the individual's PIN on the input screen only if authorized to do so.
Related forms
Who completes Form 8879-TA?
An ERO prepares the form and the parent, guardian, or other authorized individual signs it. The signed form stays with the ERO.
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Questions about Form 8879-TA
Who fills out Form 8879-TA?
The ERO prepares it, and the parent, guardian, or other authorized individual identified on Part I of Form 4547 reviews, signs and returns it to the ERO.
Is Form 8879-TA sent to the IRS?
No. The form says not to submit it to the IRS unless requested. The ERO keeps it.
When is Form 8879-TA not needed?
The instructions say not to complete it when the ERO is not using the Practitioner PIN method and the individual enters his or her own PIN.
What PIN can be used?
Five digits other than all zeros, entered by the individual or, if authorized, entered or generated by the ERO.
How long does the ERO keep it?
The instructions say 3 years from the return due date or IRS received date, whichever is later.
What is Form 4547?
Form 4547 is Trump Account Election(s). Form 8879-TA is the signature authorization for it when an ERO e-files it with the individual's income tax return.