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Frequently Asked Tax Questions And Answers

Keyword: E-file (Electronic Filing)


1.3 IRS Procedures: Amended Returns & Form 1040X

Can you send an amended tax return electronically?

No, an amended return must be filed on a paper Form 1040X (PDF), Amended U.S. Individual Income Tax Return, and mailed to your servicing center for processing. You may submit the form after the IRS processes your original return.

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1.9 IRS Procedures: Injured Spouse

Can I file my return electronically even though I am filing a Form 8379, Injured Spouse Claim and Allocation?

Yes, you can file electronically however the time frame in which you receive your refund can be 11 weeks.

References:

  • Form 8379 (PDF), Injured Spouse Claim and Allocation

1.15 IRS Procedures: W–2 - Additional, Incorrect, Lost, Non-receipt, Omitted

May an employer provide me my Form W-2 electronically?

Yes, an employer may furnish your Form W-2 (PDF) electronically provided certain criteria are met. You must affirmatively consent to receive the Form W-2 (PDF) in an electronic format and prior to, or at the time of, your consent, your employer must provide you a disclosure statement containing specific disclosures. Additionally, the electronic version of the Form W-2 (PDF) must contain all required information and comply with applicable revenue procedures relating to substitute statements to recipients. If the statement is furnished on a Web site, then your employer must notify you, via mail, electronic mail, or in person, that the statement is posted on a Web site and provide instructions on accessing and printing the statement.

References:

  • Treas. Reg. 31.6051-1(j)

14.1 Electronic Filing (e-file): Age/Name/SSN Rejects, Errors, Correction Procedures

What software is approved for IRS e-file?

The IRS does not endorse or approve software. You may want to consider IRS e-file by filing through an Authorized IRS e-file Provider. To learn more, refer to our Electronic Services information.

We will be filing a joint tax return. Can we file our return electronically?

Yes. Filing your return electronically is faster, safer, and more accurate than mailing your tax return because it is transmitted over telephone lines directly to an IRS computer. Refer to Electronic Services for more information. ,

How can I participate as an electronic filing Provider?

To participate in the e-file program, you must first choose the Authorized IRS e-file options that are best for you. An Authorized IRS e-file Provider can be an Electronic Return Originator, Intermediate Service Provider, Transmitter, Reporting Agent or Software Developer. For details refer to e-file Providers Web Page, Form 8633 (PDF), Application to Participate in the IRS e-file Program Publication 1345 (PDF),Handbook for Authorized IRS E-File Providers Individual Income Tax Returns, and Publication 1346 (PDF), Electronic Return File Specifications and Record Layouts for Individual Income Tax Returns

My electronic tax return keeps getting rejected for a dependent's social security number used more than once or on another return. I have verified the social security numbers of all my dependents with the Social Security Administration and no one else is authorized to claim our children on their taxes. How do I correct this error so that an e-file return will go through?

Unfortunately, you will need to file a paper return this year. Do not send any documents that are not required with your tax return. Whether the cause of this rejection is the result of a typo on another return or an attempt by another party to claim your dependent, the IRS has security measures in place to ensure the accuracy of returns submitted. In such cases, the IRS will question the dependency exemptions claimed by any other party using the wrong social security number.

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14.2 Electronic Filing (e-file): Amended Returns

Can I file an amended Form 1040X electronically?

At this time, the Form 1040X is not accepted electronically.

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14.3 Electronic Filing (e-file): Due Dates & Extension Dates for e-file

I don't owe taxes. Can I file electronically after April 15th?

Yes, you can electronically file your return after April 15th. Electronically filed tax returns are accepted until October 15th. However, for your return to be considered timely after April 15, you must file Form 4868 (PDF), Application for Automatic Extension of Time to File, on or before April 15th. If April 15th falls on a weekend or federal holiday, you have until midnight the following business day to submit your extension request or your tax return. With a timely filed extension request, you have until October 15th to timely file your return. If an extension of time to file has not been timely submitted you may be subject to a failure to file penalty if you file your return after April 15th.

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14.4 Electronic Filing (e-file): Forms W–2 & Other Attachments

If I file electronically, what do I do with my W-2 forms?

When filing electronically you must provide Form W-2 (PDF) to the authorized IRS e-file provider before the provider sends the electronic return to the IRS. In addition, you should keep them in a safe place with a copy of your tax return. For general information about e-file, refer to Electronic Services

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