How do I electronically file estimates in a 1040 return using interview forms?

​The video below demonstrates how to setup and verify that estimated tax payments are included in the e-filed 1040 return using interview forms in CCH® Global fx Tax and CCH® ProSystem fx® Tax.



From start to finish, there is a five step process for electronically filing estimates:


Important Information - [Return]

  • Estimated payments for all four vouchers have to be set up and e-filed at the time of the tax return.
  • All estimate vouchers are submitted with the return and cannot be submitted separately.
  • Estimate vouchers are not able to be electronically filed with an extension.
  • Once the estimates have been selected, e-filed, and accepted, there is not a way to re-submit the vouchers with different amounts.


Step 1: Generate Estimates In The Return - [Return]


Step 2: Add Bank Information In The Return - [Return]


Step 3: Enable Electronic Filing of Estimates In The Return - [Return]

To enable electronic filing of estimates in the return, do the following:
  1. Go to Federal Interview Form EF-1 - Electronic Filing - General Information.
    • In Box 30 - Electronically file the federal return and enable electronic file for return types selected below, enter Y.
    • In Box 36 - File estimated tax payments electronically, enter Y.
      • Note: AL, AR, CA, DC, IL, IA, KS, KY, ME, MN, NE, NY, NYC, NC, ND, OK, PA, and WI are the states/cities currently allowing electronically filed estimates to be submitted.
  2. Calculate the return.


Step 4: Upload The Return For Electronic Filing - [Return]


Step 5: Release The Return To The Taxing Authority - [Return]

  Solution Tools
  Attachments
 Solution Id sw43586
 Direct Link
Did this article answer your question or resolve your issue?

Your feedback about this article will help us make it better. Thank you!