Support CenterHow do I e-file a 1040 return in SureFire if I do not know my customer's prior year AGI or PIN?
🔍 How do I e-file a 1040 return in SureFire if I do not know my customer's prior year AGI or PIN?
This guide explains how to e-file a 1040 return in SureFire when you do not know your customer’s prior year AGI or PIN.
⚠️ Before You Begin
Make sure the 1040 return is ready to be e-filed in SureFire.
📊 Step-by-Step Guide
Step 1: Open the return in SureFire
Use this when you need to access the return you plan to e-file.
Open the return in SureFire.
Step 2: Go to the Main Info sheet
Use this when you need to find the e-file PIN settings.
Go to theMain Info sheet.
Step 3: Open the Self-Select and Practitioner PIN(s) section
Use this when you need to choose the Practitioner PIN method for e-filing.
Goto theSelf-Select and Practitioner PIN(s) section.
Step 4: Select the Practitioner PIN method
Use this when you do not know the prior year AGI or PIN and need to use the Practitioner PIN method.
Select Check here ifusing the Practitioner PIN method for e-filing this income tax return or Form 4868 with direct debit.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: federal,form