1040 E-file: Setting State E-file Tax Defaults

1. In Tax Defaults, select the E-file > 1040 tab.

   

2. If desired, select the option to activate the e-file opt-out record for the listed states.
3. For California, indicate:
   • this is a taxpayer election
   • there is reasonable cause for the opt-out.
4. For Kentucky, indicate the following:
   • this is a taxpayer election
   • the preparer received a federal waiver
   • the preparer is part of a recognized religious group opposed to e-file.

 

 

 

E-file/1040_ef_defaults_3.htm/TY2020

Last Modified: 02/17/2020

Last System Build: 09/13/2021

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