How do I generate the Form 8948 to opt out of electronic filing in a 1040 return using interview forms?
- Go to Federal Interview Form EF-4 - Electronic Filing - Form 8948/Opt-Out and Additional Information.
- In Box 50 - Election code (see help), use the lookup feature (double-click or click F4) and select the appropriate option.
- Calculate the return.
Additional Information
Depending on the Election code entered in Box 50, additional inputs might be required on the Federal Interview Form EF-4.
- Election Code 2 - Preparer approved for waiver (Form 8944):
- In Box 51 - Waiver reference number, enter the reference number on the waiver received.
- In Box 52 - Approval letter date, enter the date the waiver was approved.
- Calculate the return.
- Election Code 4 - Return was rejected by IRS:
- In Box 53 - Reject code, enter the rejection code.
- In Box 54 - Numbers of attempts to resolve reject, enter the number.
- Calculate the return.
- Election Code 5 - Software Limitation:
- In Box 55 - Form, specify the form that is preventing the electronic filing of the return.
- In Box 56 - Schedule, specify the schedule that is preventing the electronic filing of the return.
- Calculate the return.
- Election Code 6 - Foreign Preparer without SSN:
- In Box 60 - Explanation, enter additional details explaining the reason for Opt-Out.
- Calculate the return.
- Election Code 7 - Preparer ineligible to participate in IRS e-file:
- In Box 60 - Explanation, enter additional details explaining the reason for Opt-Out.
- Calculate the return.
- Election Code 8 - Other:
- In Box 60 - Explanation, enter additional details explaining the reason for Opt-Out.
- Calculate the return.
To view this solution in worksheet view, click here.
Solution Id | 000173335/sw31070 |
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