Tax Help Archives  
2004 Tax Year

Keyword: E-file (Electronic Filing)

This is archived information that pertains only to the 2004 Tax Year. If you
are looking for information for the current tax year, go to the Tax Prep Help Area.

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 once your original return has processed.

How can I correct a mistake on my federal e-file return?

Once accepted, you must allow the e-file return to process before making any changes. You cannot correct a mistake on a federal return which was filed electronically. You need to file an amended or corrected return using Form 1040X (PDF), Amended U.S. Individual Income Tax Return, as soon as possible. Include copies of any schedules that have been changed or any Forms W-2 you did not include. The 1040X is a paper form.


1.9 IRS Procedures: Injured & Innocent 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.


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

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

Yes, an employer may furnish your Form W-2 electronically provided certain criteria are met. You must affirmatively consent to receive the Form W-2 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 must contain all required information and comply with applicable revenue procedures relating to substitute statments 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.


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

What software is approved for IRS e-file?

The IRS does not endorse or warrant software, but has provided links to electronic filing software web sites at On-line Filing Software Companies. Also, consider IRS e-file by filing through an Authorized IRS e-file Provider. To learn more, refer to our Electronic Services information. For general information about e-file, refer to Tax Topic 252, Electronic Filing.

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.

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.


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.

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.


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