1040 E-file: E-filing the Return

Not all returns qualify for e-file. The 1040 e-file application generates appropriate diagnostics when it encounters a return that does not qualify for e-file and rejects the non-qualifying return.

You must create a data file for every locator you wish to e-file. The following major tasks to create a data file are detailed at these links:

1. Enable e-file.
2. Enter PIN signature information.
3. Review PDF attachment details, including:
   • binary attachments
   • Form 8453 attachments
   • Form 2120 multiple support
4. Enter any general dependencies, including:
   • medium dependencies
   • 4562
   • 4684
   • 8959
   • 8960
5. Enter any additional information, including:
   • taxpayer opt out
   • forms included in the e-file
   • special conditions
   • imperfect return election
   • tax refund/due summary
6. Review e-file diagnostics:
   • validations
   • errors
7. Create an e-file for the return.

 

 

 

E-file/1040_ef_return_1.htm/TY2020

Last Modified: 08/13/2020

Last System Build: 09/13/2021

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