Reviewed and updated October 16, 2026

Rules and decisions to review

A practical example

A client may have accurate wages and withholding but still receive an electronic filing rejection because the IP PIN is missing. The fix is to obtain the correct current PIN through the IRS process and provide it securely.

Records to gather

Gather the IRS IP PIN notice or secure account record, filing rejection details and confirmation of which household members received PINs.

Your next step

Retrieve your current IP PIN through the official IRS process before filing. Provide it through the secure client portal, and tell the preparer which taxpayer or dependent the number belongs to.

Official sources

This guide provides general information. The rules depend on the tax year, jurisdiction and your circumstances. Ask our team which filing or planning steps apply to you.