Form 8453-EX: Excise Tax Declaration for an IRS e-file Return
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Form 8453-EX: Excise Tax Declaration for an IRS e-file Return

Form 8453-EX provides taxpayers with an easy way to authenticate and authorize electronic excise tax returns and requests for refund. It also gives taxpayers the option to authorize an electronic funds withdrawal for payment of federal taxes owed. Get the details on when and how to file the form in this article.

What is Form 8453-EX?

Form 8453-EX is an electronic form used to authenticate and authorize the transmission of certain tax returns. It is required for taxpayers who are filing Forms 720, 2290, or 8849 through an Intermediate Service Provider (ISP) and/or transmitter and not using an Electronic Return Originator (ERO). Additionally, if taxes are owed and not filed through the Electronic Federal Tax Payment System (EFTPS), taxpayers must submit this form to authorize an electronic funds withdrawal. To file Form 8453-EX, taxpayers must enter their personal identification information, select their authorization for their Electronic Return Originator (ERO) or ISP, and provide consent to authorize an electronic funds withdrawal for payment. If the taxpayer’s return is filed through an ERO, the ERO’s signature is also required, alongside the paid preparer’s signature, if applicable. Once accepted, refunds are usually issued within 3 weeks but, in some cases, may be delayed. All paid preparers must enter their Preparer Tax Identification Number (PTIN) – issued after September 27, 2010 – in the form. EROs who are not paid preparers also have the option to enter their PTIN or social security number.

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IRS Form 8453-EX – Who Needs to Fill It Out?

IRS Form 8453-EX must be filled out and submitted with electronically filed Forms 720, 2290, and 8849 when not using an Electronic Return Originator (ERO). This form must include the taxpayer’s name and identification number as shown on the excise tax form, the taxpayer’s consent to authorize an electronic funds withdrawal to pay any federal taxes owed, and the signature(s) of the taxpayer, ERO, and paid preparer. A personal ID number (PIN) may be used by an ERO instead of filling out this form. All paid preparers must enter their preparer tax identification number (PTIN) in Part III, while EROs may enter their PTIN or social security number. All return information must be accurate in order to ensure timely refund availability.

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Step-by-Step: Form 8453-EX Instructions For Filling Out the Document

Form 8453-EX is used to authenticate Electronic Forms 720, 2290, and 8849, authorize an Electronic Return Originator (ERO), authorize an Intermediate Service Provider (ISP) if filing online (without an ERO), and provide the taxpayer’s consent to authorize an Electronic Funds Withdrawal for payment of Federal Taxes owed. If filing through an ISP or third-party transmitter, Form 8453-EX must be completed and uploaded as a Portable Document Format (PDF) file upon submission of the return. Taxpayers should identify their name and Federal Tax Identification number placed on Forms 720, 2290, or 8849. Declarations must be signed digitally for the return to be accepted, and if a balance is due, an Electronic Federal Tax Payment System (EFTPS) must be used. Paid preparers must obtain a Preparer Tax identification Number (PTIN) issued after September 27, 2010. For additional information, please visit www.irs.gov/ptin.

Below, we present a table that will help you understand how to fill out Form 8453-EX.

Information Required for Form 8453-EX Details
Authentication Authenticate Electronic Forms 720, 2290, and 8849
Authorization Authorize ERO, ISP, and Electronic Funds Withdrawal
Identification Identify name and Federal Tax Identification number
Digital Signature Sign digitally for the return to be accepted
Preparer Tax Identification Number (PTIN) Paid preparers must obtain a PTIN
Additional Information Visit www.irs.gov/ptin for more details
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Do You Need to File Form 8453-EX Each Year?

Yes, taxpayers need to file Form 8453-EX each year when filing Forms 720, 2290, and 8849 electronically through an intermediate service provider (ISP). The form authenticates the electronically filed return, authorizes a third-party transmitter to transmit the return and provides authorization for an electronic funds withdrawal for any taxes owed. Taxpayers must also file Form 8453-EX if they are filing the forms online without an electronic return originator (ERO). In this circumstance, the taxpayer’s signature gives the IRS permission to disclose to the ERO, transmitter, and/or ISP an acknowledgement that the IRS has accepted the return and the reason(s) for any delay in processing the return or refund. EROs can alternatively use Form 8879-EX to file Forms 720, 2290, and 8849 electronically.

Download the official IRS Form 8453-EX PDF

On the official IRS website, you will find a link to download Form 8453-EX. However, to make it easier for you, we are providing the link in our article, which comes directly from the official irs.gov website! Click to download: Form 8453-EX

Sources:

https://www.irs.gov/forms-pubs/about-form-8453-ex

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