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e-file 1040 returns

e-file Forms 4868 or 2350 extension

  1. Enable e-file for extensions by going to
    Organizer
    ,
    E-file
    , and then
    Enable/Create
    .
  2. Select the
    Extension
     worksheet and then enable Federal Form 4868 and 2350.
  3. Enter the
    EFIN
    .
  4. For federal 1040 extension e-file, PINs and Form 8878 aren't required unless there's a payment with the extension. If there's a payment, go to
    Signature Authorization
    .
  5. Select
    Form 8878 - Practitioner PIN
     or
    Self-select PIN
     as the signature option.
  6. Select who entered the PIN.
  7. Enter the PINs and the date the PINs were entered into the system.
  8. If filing Form 2350, you'll also need to complete the
    Form 2350 Extension Only
     section.
  9. Next check for validation errors by going to
    Organizer
    ,
    E-file
    ,
    Error Checking
    .
  10. Select
    Generate Validation Error
    .
  11. When the process is complete, go to
    View
    ,
    Diagnostics
    .
  12. Review items related to
    Electronic Filing
    . Review return information causing the diagnostic and make any necessary changes to correct the data entry.
  13. 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.
  14. Next go back to
    Organizer
    ,
    E-file
    ,
    Enable/Create
    , and select the
    Extension
     worksheet or the
    Form 8868 Extension
     worksheet.
  15. Select
    Create Extension E-files
    .
  16. 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.
  17. 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
    .
  18. Select account, tax year, and tax type.
  19. Select
    e-File Type
     as All E-file Extensions.
  20. Select
    Continue
    .
  21. Select whether the returns are
    Federal Ready to Send
     and/or
    States/Cities read to send: All States/Cities
    .
  22. Select
    Continue
     again.
  23. Select
    Submit for e-file
    .
  24. 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
    .
    1. If the return gets rejected, open the locator and modify the erroneous information, and then recreate the e-file and resubmit. All extension e-files have 5 days (including weekends and holidays) for the perfection period.

This article applies to:

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