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Password protected pdf (how does client unlock their tax return)?

CFP
Level 1

How does client "unlock" the password protected pdf version of their tax return, sent to them by email? (things we forget after the end of the "regular" tax season)

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1 Solution

Accepted Solutions
kreinard
Employee
Employee

The default password is a combination of the last four digits of their ssn or ein, plus their five digit zip code. 

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2 Comments 2
kreinard
Employee
Employee

The default password is a combination of the last four digits of their ssn or ein, plus their five digit zip code. 

CFP
Level 1

Password is: Last four digits of SSN, plus five digits of ZIP.

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