1040 E-file: E-file Opt Out

Preparer Explanation

Go to E-file > Additional Information > E-file Opt Out Preparer Explanation.
If desired, select the option to force print of Form 8948.
If desired, select the option to suppress print of Form 8948.
Select the reason for not e-filing the return:
- The taxpayer has chosen to file on paper and the return is prepared by the preparer, but will be submitted by mail by the taxpayer. If this option is selected, we will automatically print a Taxpayer Statement for this. If you wish to print your own Taxpayer Statement, check the box to suppress the automatic statement.
- The preparer is a member of recognized religious group that opposed to its members using e-file.
- The preparer applied for and received and approved undue hardship waiver. Enter the waiver reference number and approval letter date.
- The return was rejected and the reject condition could not be resolved. Enter the reject code and number of attempts to solve the rejection.
- The software package used to e-file did not support one or more the forms or schedules.
Indicate if the preparer is a foreign person without a SSN.
Indicate if the preparer is ineligible to e-file due to an IRS sanction.
If the reason is not listed above, select the option to indicate Other, and describe the circumstances that prevent the preparer from e-filing this return.

Go to E-file > Additional Information > E-file Opt Out Taxpayer Statement.
If the option that the taxpayer chose to file on paper is selected on Form 8948, we will automatically print the Taxpayer Statement shown below. If you wish to print your own Taxpayer Statement, select the option to suppress the automatic statement.

My tax return preparer [INSERT PREPARER’S NAME] has informed me that s/he may be required to electronically file my [INSERT TAX YEAR] individual income tax return [INSERT TYPE OF RETURN: Form 1040, Form 1040A, Form 1040EZ, Form 1041, Form 990-T] if s/he files it with the IRS on my behalf (e.g., submits it by mail to the IRS). I understand that electronic filing may provide a number of benefits to taxpayers, including an acknowledgment that the IRS received the returns, a reduced chance of errors in processing the returns, and faster refunds. I do not want to have my return electronically filed and I choose to file my return on paper forms. I will mail or otherwise submit file my paper return to the IRS myself. My preparer will not file or otherwise mail or submit my paper return to the IRS.

E-file/1040_ef_return_7.htm/TY2020

Last Modified: 03/20/2020

Last System Build: 09/13/2021