How do I generate the Form 8948 to opt out of electronic filing in a 1040 return using worksheet view?
- Go to the General > Electronic Filing worksheet.
- Select Section 13 - Form 8948 - Preparer Explanation for Not Filing Electronically.
- In Line 1 - Election code, use the lookup feature (double-click or click F4) to select the appropriate code.
- Select Section 13 - Form 8948 - Preparer Explanation for Not Filing Electronically.
- Calculate the return.
Additional Information
With each election code, additional information will need to be entered.
- Election Code: Preparer approved for waiver (Form 8944).
- In Line 2 - Waiver reference number, enter the number.
- In Line 3 - Approval letter date, enter the date.
- Election Code: Return was rejected by IRS.
- In Line 4 - Reject code, enter the rejection.
- In Line 5 - Numbers of attempts to resolve reject, enter the number.
- Election Code: Software Limitation.
- In Line 6 - Form, enter the form number.
- In Line 7 - Schedule, enter the schedule.
- Election Code: Foreign prepaer without SSN.
- In Line 9- Explanation, enter the explanation.
- Election Code: Preparer ineligible to participate in IRA e-file.
- In Line 9 - Explanation, enter the explanation.
- Election Code: Other
- In Line 9 - Explanation, enter the explanation.
| Solution Id | 000173382/sw31071 |
|---|---|
| Direct Link |
