Navigating tax season can sometimes feel like solving a complex puzzle, and when the IRS throws an Identity Protection PIN (IP PIN) into the mix, it can add an extra layer of challenge. But don't worry, you're not alone in this! Many taxpayers receive an IP PIN, and entering it correctly in TurboTax is a crucial step to ensure your e-filed return isn't rejected.
This comprehensive guide will walk you through the process, step by step, ensuring you know exactly where and how to enter your IRS IP PIN in TurboTax. Let's get started!
Understanding Your IRS PIN: Not All PINs Are Created Equal
Before we dive into the "how-to," let's clarify what kind of PIN we're talking about. There are two main types of PINs you might encounter when filing your taxes:
- IRS Identity Protection PIN (IP PIN): This is a six-digit number issued by the IRS to certain taxpayers, primarily as a proactive measure against tax-related identity theft. If you've been a victim of identity theft, or if you opted into the IP PIN program, the IRS will send you a new one each year. This is the PIN this guide focuses on. Failing to enter this correctly will result in your e-filed return being rejected.
- Self-Select PIN (E-filing PIN): This is a five-digit number that you create yourself when you e-file your return through tax software like TurboTax. It acts as your electronic signature. This is distinct from the IRS IP PIN and is typically entered towards the end of the filing process.
It's critical not to confuse these two. The IRS IP PIN is assigned to you by the IRS, while the Self-Select PIN is something you invent.
How To Enter Irs Pin In Turbotax |
Step 1: Confirm You Have an IRS Identity Protection PIN
So, you're about to file your taxes with TurboTax, and you're wondering about an IRS PIN. First things first, do you even have one?
The IRS issues IP PINs in a few specific scenarios:
QuickTip: Reflect before moving to the next part.
- Victims of Tax-Related Identity Theft: If you've previously been a victim of tax identity theft and the IRS has resolved your account issues, they will mail you a new CP01A Notice with your IP PIN each year.
- Opted-In Taxpayers: The IRS offers an opt-in program where any taxpayer can request an IP PIN as a proactive measure against identity theft. If you enrolled in this program, you would retrieve your IP PIN online through your IRS Online Account.
- Certain States: In some cases, the IRS may automatically issue IP PINs to taxpayers in specific states where tax-related identity theft is more prevalent.
How to Find Your IP PIN:
- CP01A Notice: If you received a letter from the IRS titled CP01A, your 6-digit IP PIN will be prominently displayed on the first page.
- IRS Online Account: The fastest way to retrieve your current year's IP PIN is through your IRS Online Account at IRS.gov/IPPIN. You'll need to have an existing account and verify your identity to access it.
- Phone: If you cannot retrieve your IP PIN online, you may call the IRS at 800-908-4490 for assistance.
If you don't have an IP PIN, and haven't been instructed by the IRS to get one, you likely don't need to worry about this step and can proceed with your TurboTax filing as usual. However, if you do have one, proceed to the next step.
Step 2: Accessing Your TurboTax Return
Now that you've confirmed you have your 6-digit IRS IP PIN, let's get it entered into TurboTax.
Sub-heading: Online TurboTax Users
- Log In: Go to the TurboTax website and log in to your account.
- Open Your Return: Once logged in, select the option to "Take me to my return" or "Continue my return."
Sub-heading: Desktop TurboTax Software Users
Tip: Don’t just scroll to the end — the middle counts too.
- Launch TurboTax: Open the TurboTax software on your computer.
- Open Your File: Select "Open an existing return" and choose the tax file you are currently working on.
Step 3: Navigating to the IP PIN Entry Section
TurboTax provides several ways to reach the IP PIN entry screen. Choose the method that feels most comfortable for you.
Sub-heading: Method A: Using the Search Bar (Recommended for speed)
- Locate Search Bar: Once your return is open, look for a search bar, usually in the top right corner of the screen (it often looks like a magnifying glass icon).
- Type "IP PIN": In the search bar, type "IP PIN" (without quotes).
- Jump To: A drop-down menu or search results will appear. Look for an option like "Jump to IP PIN" or "Identity Protection PIN" and click on it. This will take you directly to the relevant section.
Sub-heading: Method B: Manual Navigation (More structured)
- Go to Federal Taxes (or Personal): In the left-hand menu or top navigation bar, click on "Federal Taxes." (For some older TurboTax versions or specific products like Home & Business, this might be labeled "Personal" or "Federal.")
- Select "Other Tax Situations": Within the "Federal Taxes" section, look for and click on "Other Tax Situations."
- Scroll to "Other Return Info": As you scroll down the "Other Tax Situations" page, you'll find a section typically titled "Other Return Info."
- Find "Identity Protection PIN": Under "Other Return Info," locate and click the "Start," "Update," or "Revisit" button next to "Identity Protection PIN."
Sub-heading: Method C: Using the Tools Menu (Another alternative)
- Access Tools: With your return open, look for "My Account" or "Tax Tools" in the top menu or left-hand column. Click on it, then select "Tools."
- Choose "Topic Search": In the "Tools" window, select "Topic Search."
- Enter "IP PIN": Type "IP PIN" (without quotes) into the search box.
- Select and Go: From the selection list, highlight "IP PIN" and click "Go."
Step 4: Entering Your Six-Digit IP PIN
Once you've arrived at the "Identity Protection PIN" screen, you'll be prompted with a question similar to: "Did you or any of your dependents get an IP PIN from the IRS for this year's taxes?"
QuickTip: Treat each section as a mini-guide.
- Select "Yes": Crucially, select "Yes" to indicate that you or a dependent received an IP PIN.
- Identify the Taxpayer: The screen will then ask you to specify who received the IP PIN (e.g., yourself, your spouse if filing jointly, or a dependent). Click the "Edit" icon or button next to the appropriate name.
- Enter the Six-Digit PIN: A field will appear where you can enter the 6-digit IP PIN. Carefully type in the exact six-digit number provided by the IRS on your CP01A notice or retrieved from your IRS Online Account.
- Double-check: It's highly recommended to double-check the number to avoid any errors that could lead to rejection.
- Click "Continue" or "Done": After entering the PIN, click the "Continue" or "Done" button to save your entry.
Important Note: If you have multiple people on your return who received an IP PIN (e.g., you and your spouse, or a dependent), you will need to go through this process for each individual who has an IP PIN. TurboTax will guide you to enter the IP PIN for each applicable person.
Step 5: Reviewing and Finalizing Your Return
After entering your IP PIN, it's always a good practice to:
- Run the Error Check: TurboTax usually has a built-in "Error Check" or "Review" feature. Run this to ensure all information is correctly entered and there are no inconsistencies, especially regarding your IP PIN.
- Print for Records (Optional but Recommended): While not directly related to entering the PIN, it's a good habit to print a copy of your return before e-filing for your records. You can verify that the IP PIN is visible on the printed forms (often on the Federal Information Worksheet or directly on Form 1040 in the signature area).
- Proceed to E-file: Once you're confident all your information is accurate, proceed to the e-filing section of TurboTax. When asked for your electronic signature, this is where you will typically enter your Self-Select PIN (the 5-digit number you create), along with your prior year's Adjusted Gross Income (AGI). Remember, the 5-digit Self-Select PIN is different from your 6-digit IRS IP PIN.
Congratulations!
You've successfully navigated the process of entering your IRS Identity Protection PIN in TurboTax. This crucial step helps safeguard your tax information and ensures a smoother e-filing experience. Remember, attention to detail is key when it comes to tax matters!
10 Related FAQ Questions
How to Retrieve a Lost IRS IP PIN?
You can retrieve your lost 6-digit IRS IP PIN instantly through your IRS Online Account at IRS.gov/IPPIN. If you cannot access your online account, you may call the IRS at 800-908-4490.
How to Get an IRS IP PIN if I Don't Have One?
You can proactively obtain an IRS IP PIN by opting into the program through your IRS Online Account at IRS.gov/IPPIN. Alternatively, you may be able to file Form 15227, Application for an Identity Protection Personal Identification Number, if you meet certain income requirements and cannot verify your identity online.
QuickTip: A slow read reveals hidden insights.
How to Distinguish Between an IRS IP PIN and a TurboTax Self-Select PIN?
An IRS IP PIN is a 6-digit number provided by the IRS, specifically for identity protection. A TurboTax Self-Select PIN (or e-filing PIN) is a 5-digit number that you create to electronically sign your tax return. They serve different purposes and are entered in different parts of the filing process.
How to Fix a Rejected E-file Due to an Incorrect IP PIN?
If your e-filed return is rejected with an IND-180-01 error (or similar), it means your IP PIN is incorrect or missing. Go back into TurboTax, navigate to the Identity Protection PIN section, and carefully re-enter the correct 6-digit IP PIN. Then, re-transmit your e-file.
How to Enter an IP PIN for a Dependent in TurboTax?
When you reach the "Identity Protection PIN" section in TurboTax, it will ask if you or any of your dependents received an IP PIN. Select "Yes," and then you'll be prompted to specify which individual (including dependents) has an IP PIN and enter it for them.
How to Know if I Need an IRS IP PIN?
You need an IRS IP PIN if you received a CP01A Notice from the IRS with a 6-digit number, or if you previously opted into the IRS IP PIN program. If you haven't received such a notice or opted in, you typically do not need one.
How to Ensure My IP PIN Is Correctly Saved in TurboTax?
After entering your IP PIN, always click "Continue" or "Done" to save your entry. You can then run TurboTax's "Error Check" or "Review" feature to confirm all information, including your IP PIN, is correctly integrated into your return.
How to Find the IP PIN Entry Section if I'm Using TurboTax Desktop Software?
In TurboTax Desktop, you can either use the search function (typing "IP PIN") or manually navigate to "Federal Taxes" > "Other Tax Situations" > "Other Return Info" > "Identity Protection PIN."
How to Verify My IP PIN Once Entered in TurboTax?
After entering your IP PIN, you can often verify its inclusion by going to "Forms" view in TurboTax (if available in your version) and looking at the Federal Information Worksheet or the signature area of Form 1040. The 6-digit IP PIN should be present.
How to Get Help from TurboTax Support for IP PIN Issues?
If you're still having trouble, you can typically find support by searching the TurboTax support website (ttlc.intuit.com) for "IP PIN" or by contacting their customer service directly through the "Help" or "Support" section within the TurboTax software or on their website.