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October 14, 2020
Question

Is there a way to test if e-file will work ahead of time without sending?

  • October 14, 2020
  • 2 replies
  • 0 views

As I'm working on a return, I would like to know if there are issues that prevent e-file earlier in the process then at filing time.

 

Is there a way to test in advance and discover what entries might prevent that?

 

The obvious is "mark estimated" so no need to mention that.

 

But some attached statements or overrides may prevent e-file.

Are there other things as well?

 

Anyway, a way to show or find all blocks to e-file would be handy.

 

 

2 replies

October 14, 2020

there is no such test. it could be the very last thing you enter that prevents e filing. 

VolvoGirl
Employee
October 14, 2020

No, you have to actually efile it and if it rejects you can fix it then and resend it.  There can be lots of reasons to be rejected.

rjs
Employee
October 14, 2020

@Jim202010 wrote:

But some attached statements or overrides may prevent e-file.


Any override prevents e-filing.

 

Jim202010Author
October 14, 2020

@rjs wrote:

@Jim202010 wrote:

But some attached statements or overrides may prevent e-file.


Any override prevents e-filing.

 


Yes. Any way to list the overrides?

VolvoGirl
Employee
October 14, 2020

ALL overrides prevents Efiling.  You would know if you made any.  If you want to change a number you have to find the source detail worksheet to make the entry on.  Are you going directly into Forms and overriding amounts?