Can I Change My Tax Filing Option?

 

Have you always mailed a paper tax form, but now want to take advantage of e-filing? We can help you determine if this is possible. Most of the time, you can change your tax filing option from paper to e-file. However, if your return doesn’t qualify for e-filing, you’ll have to print out and mail in your return.

Returns That Cannot Be E-Filed – Determine Your Tax Preparation Options

Review the situations below to determine what tax preparation option you might be able to use. In 2017, your return couldn’t be e-filed in the cases listed below.

  • Returns with a power of attorney in effect that require the refund to be sent to a third party
  • Amended or corrected returns (even if the return being amended was originally e-filed). Only one valid 2018 return can be e-filed for any taxpayer.
  • Married filing separately returns subject to community property rules
  • Returns containing more than:
    • Eight Schedules C
    • Two Schedules C-EZ (one per taxpayer if married filing jointly)
    • 15 Schedules E or Schedule E attachments (no more than 45 rental properties)
    • Two Schedules H (one per taxpayer if married filing jointly)
    • Two Schedules SE (one per taxpayer if married filing jointly)
    • 50 Forms W-2
    • 30 Forms W-2G
    • 20 Forms 1099-R
    • 20 Forms 1116
    • Four Forms 2106 (two per taxpayer if married filing jointly)
    • Two Forms 2555EZ (one per taxpayer if married filing jointly)
    • Two Forms 2555 (one per taxpayer if married filing jointly)
    • Two Forms 3903
    • Two Forms 4137 (one per taxpayer if married filing jointly)
    • Four Forms 4835
    • Two Forms 4972 (one per taxpayer if married filing jointly)
    • Two Forms 5329 (one per taxpayer if married filing jointly)
    • Two Forms 8271
    • Two Forms 8606 (one per taxpayer if married filing jointly)
    • 10 Forms 8814
    • Eight Forms 8829 (one for each Schedule C)
  • Returns in which the filing taxpayer, spouse, or any dependent, regardless of date of birth, doesn’t have a valid Social Security number (SSN). This requirement includes children born in 2018.
  • You can use individual taxpayer identification numbers (ITIN), unless you’re claiming the Earned Income Credit (EIC).
  • You can use adoption taxpayer identification numbers (ATIN) for anyone other than you and your spouse, unless you’re claiming the EIC.

 If you aren’t able to e-file, you can find mailing instructions at the IRS website. If you’ve completed a state return, you’ll need to print and mail it to your state taxing authority.

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