1040 E-file: Appendix A - Accepted Forms and Schedules

Forms and Schedules for E-file

The forms and schedules listed at the following URL are the only forms and schedules acceptable for e-file. The E-file Notes lists the number of forms allowable by the IRS.

https://www.riahelp.com/html/2020/reports/ef_forms/1040/1040_Federal_E-file_Forms.pdf

This document is kept current.

Exclusions from E-file

The following returns are excluded from e-file:

Returns containing forms or schedules not listed in the Accepted Forms and Schedules list
Returns for any tax period other than January 1, 2020, through December 31, 2020
Returns with a power of attorney currently in effect for the refund to be sent to a third party
Corrected or amended returns; only one valid return can be e-filed per taxpayer per year
Returns DIRECTLY from preparers, collectors, or firms that have not been accepted in the e-file program. (This does not include drop-off collection points, which are included under the parent firm’s application.)
Returns subject to community property rules with the filing status Married Filing Separately
Returns with temporary Social Security numbers (within the range of 900-00-0000 through 999-99-9999) other than approved ATINs and ITINs
Returns with dollars and cents entries
Returns that require special consideration or procedures for completion, such as returns for taxpayers who have formally requested and received waivers from the IRS, or returns for taxpayers who have changed accounting methods
Returns for taxpayers who want the IRS to complete computation of their return, for example, figuring credits for Schedule EIC or Schedule R.

E-file/1040_ef_app_a_forms_and_schedules.htm/TY2020

Last Modified: 06/12/2020

Last System Build: 09/13/2021