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e-file 1040 returns

e-file 1040 return

  1. Enable e-file for extensions by going to
    Organizer
    ,
    E-file
    , and then
    Enable/Create
    .
  2. Select the
    Return
     worksheet and then enable
    Federal
    .
  3. Enter the
    EFIN
    .
  4. Next go to
    Signature Authorization
    .
  5. Select either the
    Form 8879 - Practitioner PIN
     or the
    Self-select PIN
     as the signature option.
  6. Select who entered the PIN. If you select Taxpayer/spouse and Self-select PIN, Form 8879 won't print. The preparer must keep the signed Form 8879 for 3 years. It shouldn't be sent to the IRS.
  7. Enter the PINs and the date the PINs were entered into the system.
  8. Next check for validation errors by going to
    Organizer
    ,
    E-file
    ,
    Error Checking
    .
  9. Select
    Generate Validation File
    .
  10. When the process is complete, go to
    View
    ,
    Diagnostics
    .
  11. Review items related to
    Electronic Filing
    . Review return information causing the diagnostic and make any necessary changes to correct the data entry.
  12. Once errors are corrected, perform a full recompute and review any new e-file diagnostics and modify input as necessary. Repeat the data modification, compute, and review process until there's no e-file diagnostics listed.
  13. Check the
    E-file Status
     column.
    1. If the e-file creates without errors, the system will show
      XML file is created - Return is 'Qualified.'
    2. If errors exist, the system will show
      XML is created but NOT qualified - Diag needs to be cleared.
    3. If validation errors exist, the system will show
      XML is created but NOT qualified - Please clear all vali.errors.
  14. When you're ready to send qualified e-files to the IRS, go to the
    RS Browser
    ,
    Returns Processing
    ,
    E-file
    , and then
    Select Returns
    .
  15. Select account, tax year, and tax type.
  16. Select
    e-File Type
     as
    Return
    .
  17. Select whether the returns are
    Federal Ready to Send
     and/or
    States/Cities read to send: All States/Cities
    .
  18. Select
    Continue
     again.
  19. Select
    Submit for e-file
    .
  20. Your return(s) will be processed and sent to the IRS. The status of these returns will show
    Awaiting Acknowledgment
     until the extension's been accepted or rejected. To check the status, go to
    RS Browser
    ,
    Returns Processing
    ,
    E-file
    , and then
    Status Report
    .

This article applies to:

  • Product: ONESOURCE Income Tax Express RS
  • Return type: 1040 Individual
  • Subject: e-file, Extensions
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