Enrolled Agent Exam [Part 3] 73, Electronic Signatures PINs and Form 8879

Podcast: Finance Exam Prep · Ran Chen, EA, CFP®

Opublikowano: 2026-10-17

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The crucial difference between the Practitioner PIN and Self-Select PIN methods for e-filing authorization. - Why Form 8879 must be signed and dated by the taxpayer *before* the Electronic Return Originator (ERO) can transmit the return. - The mandatory procedure for handling changes to a tax return *after* Form 8879 has already been s...