1040 E-file: Preparing the Paper Return

Print the tax return. The 1040 tax application will generate forms that must be filed with the IRS and forms that are provided to the taxpayer as a record.

Portion Filed with the IRS

Form 8453 - US Individual Income Tax Declaration for Electronic Filing. This form will print if attachments are selected to be sent to the IRS.

Form 8453 is the transmittal form for the paper documents. Form 8453 is mailed to the IRS service center where the e-filed return was transmitted. This must be done on the next working day after the ERO (paid preparer) receives the acknowledgment from Thomson Reuters that the tax return was accepted.

Client Portion of Return

Thomson Reuters generates the following “taxpayer” forms for e-filed returns:

1040-V - Payment Voucher	Taxpayers with a balance due return who do not use the ACH Debit should submit their payments with Form 1040-V, Payment Voucher. It will help the IRS process payments more accurately and efficiently.
Form 9325 - Acknowledgment and General Information for Taxpayers Who File Returns Electronically (Not for the IRS)	Identifies which IRS service center will process a return.
Form W-2 copy C (Not for the IRS)	Wage and Tax Statement - Copy C for Employee’s Records
Form 1099R (Not for the IRS)	Distributions from Pensions, Annuities, Retirement or Profit-sharing Plans, IRAs, Insurance Contracts, and so forth
Form W-2G (Not for the IRS)	Certain Gambling Winnings

E-file/1040_prepare_paper_return.htm/TY2020

Last Modified: 08/13/2020

Last System Build: 09/13/2021