IRS Notice CP01A is sent to a taxpayer who has registered to receive an Identity Protection PIN. The taxpayer should receive the notice the last week of December or the first week of January. The IP PIN changes each year and must be included on any individual tax return filed during the year, whether for the current year or a prior year.
So, for example, the IP PIN received for calendar year 2023 will be included on any individual tax return the taxpayer files in 2023, e.g., the return for tax year 2022, 2021, etc., and is to be used on the return whether the return is e-filed or paper filed.
Once the IRS issues a new IP PIN for a taxpayer, the previous year's IP PIN is obsolete.
An IP PIN is issued to an individual, not a family. So, if the primary taxpayer has an IP PIN, then the PIN will be entered for them only on the tax return. If anyone on a tax return has been issued an IP PIN, it must be included in the tax return. If the IP PIN is missing, the electronically filed tax return will reject, and the paper filed return's processing will be delayed.
In the event the taxpayer loses or misplaces the CP01A notice, they can attempt to retrieve or replace their IP PIN for the current tax year at the IRS website here.
Entering an IP PIN in TaxSlayer Pro
To enter the taxpayer's and/or spouse's IP PIN, from the Main Menu of the tax return (Form 1040) select:
- Personal Information
- Name & Address
- ID Protection Pin - Enter the 6-digit PIN provided by the IRS in the appropriate field for the taxpayer or spouse. The taxpayer and spouse PINs print in the space provided in the signature section at the bottom of page 2 of Form 1040.
A dependent IP PIN is entered along with the dependent's other information. The dependent IP PIN doesn't print anywhere in the return.