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 Tax Topic 252, Electronic
Filing, 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
or Software Developer.
Submit Form 8633 (PDF), Application to
Participate in the IRS e-file Program. Submit your application to the
appropriate Service Center as shown on Form 8633. Publication 1345 (PDF), Handbook
for Authorized IRS E-File Providers Individual Income Tax Returns, provides
you with the information you need to apply to participate in the e-file Program.
Technical information can be found in Publication
1346, Electronic Return File Specifications and Record Layouts for
Individual Income Tax Returns. Updates to this publication will appear
on the Electronic Filing System Bulletin Board. You can also contact the Andover
Service Center at 1-800-691-1894 (toll free) for assistance.
Pass a Suitability Background check. If you apply to become an ERO, Transmitter
or Intermediate Service Provider, the IRS conducts a background check on all
principals of your firm and responsible officials listed on the application
to determine their suitability to be an Authorized IRS e-file Provider. If
you apply to be a Software Developer only, a suitability check is not required.
I filed electronically but my tax return was rejected. What do I
do now?
Your next action depends on the reason your return was rejected. If you
made a mistake in entering the social security number or misspelled a name,
you can fix these errors and have the return sent again to the IRS. There
are other errors that will cause you to have to file using a paper return.
If you have further questions, you can call our Customer Service number at
1-800-829-1040. For general information about e-file, refer to Tax Topic 252, Electronic
Filing.
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. For general information about e-file, refer
to Tax Topic 252, Electronic Filing.
14.2 Electronic Filing (e-file) and TeleFile: Amended Returns
Can I file an amended Form 1040X electronically?
At this time, the Form 1040X is not accepted electronically. For general
information about e-file, refer to Tax Topic 252, Electronic Filing.
14.3 Electronic Filing (e-file) and TeleFile: 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, however
to do so you must file Form 4868 (PDF), an Application
for an Extension of Time to File, on or before April 15th . If the extension
is timely filed, you have until August 15th to file your return. If the 15th
falls on a weekend or federal holiday, you have until midnight the following
business day to submit your extension or your tax return. If additional time
is needed please refer to the instruction for Form 2688 (PDF), Application for Additional Time to File US Individual Income
Tax Return. Please note that the Form 2688 is not an automatic extension
and must be approved by IRS; if it is approved you may have until October
15th to file your return electronically.
References:
- Tax Topic 304, Extension of Time to File Your Tax
Return
- Electronic Services
- Form 4868 (PDF), Application
for Automatic Extension of Time to File US Individual Income Tax Return
- Form 2688 (PDF), Application
for Additional Time to File US Individual Income Tax Return
14.4 Electronic Filing (e-file) and TeleFile: 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 Tax Topic 252, Electronic Filing.
14.5 Electronic Filing (e-file) and TeleFile: TeleFile
What is TeleFile?
TeleFile is an interactive computer program that calculates your taxes
and begins the electronic filing process over the phone. IRS automatically
sends a special TeleFile package to those who may be eligible to use it. Only
those receiving the package can use TeleFile. This year, many taxpayers who
filed Form 1040EZ (PDF), Income Tax Return
for Single and Joint Filers With No Dependents, or by TeleFile last year
will receive a special TeleFile tax package that allows them to file their
taxes electronically by phone. TeleFile is easy, fast, and free. It's available
24 hours a day, with nothing to mail in. TeleFile is a great way for students
to file their tax returns. Refer to Tax Topic 255, TeleFile,
for more information.
Where can I get a TeleFile form?
If you file a paper tax return for the current year and qualify to TeleFile,
the IRS should send you a TeleFile package in the mail by January 20th of
the following year, which will include your PIN number. The booklet cannot
be ordered from the IRS. If you do not qualify, you can still receive all
of the benefits that IRS e-file has to offer by using a personal computer
or filing through an Authorized
IRS e-file Provider. To learn more, refer to our Electronic
Services information. For general information about TeleFile or e-file,
refer to Tax Topic 255, TeleFile, or Tax Topic 252, Electronic
Filing.
I have not received a TeleFile tax package. Is there a way I can
order this form?
If you have met the criteria for using Telefile, i.e., filed TeleFile or
a paper 1040EZ last year and have not changed your address or filing requirements,
you should receive a package. The booklet cannot be ordered from the IRS.
Also, consider IRS e-file using a personal computer or filing through an Authorized IRS e-file
Provider. To learn more, refer to our Electronic
Services information. For general information about TeleFile or e-file,
refer to Tax Topic 255, TeleFile, or Tax Topic 252, Electronic
Filing.