1040 E-file: E-filing Returns

Prior to e-filing 1040 returns, you must first complete preparation and review of the return to ensure all information on the return is accurate.

To e-file 1040 returns with the IRS, you must complete two separate tasks:

Prepare and file the electronic return.
Send the IRS transmittal form with paper forms that would normally be attached to Form 1040.

Not all returns qualify for e-file. Our software generates appropriate diagnostics when it encounters a return that does not qualify for e-file and rejects the nonqualifying return.

Steps to E-file Returns

Prepare the electronic part of the return.
Prepare the paper part of the return.
Create an e-file for the return.
View and send qualified returns to the IRS.
Verify acknowledgment of receipt by the IRS.
If applicable, mail paper documents to the IRS.

E-file/1040_ef_overview_3.htm/TY2021

Last Modified: 08/13/2020

Last System Build: 08/30/2022