MDCPA

Marilyn, The return hasn't been e-filed - the changes made were done yesterday - I e-filed the extension on 4/11/25 and until yesterday the efile status in the efile manager was "accepted". As soon as I clicked to save the changes for the late K-1 it changed to Rejected. The efile rejection error says "the return was changed after the efile was created. The efile was rejected to ensure that you would re-create the efile and incorporate the changes before you transmit it." What's confusing is that the rejection is on the Form 4868 extension. I would expect, then that, every 4868 efile would be rejected because of changes made to the return after the efiling of the extension but before the actual filing of the return, as for a late K-1 (kinda the whole purpose of putting the return on extension in the first place).

Is it normal for an extension (in the e-file manager) to go to rejected status after it was accepted? I made changes to the return for a late K-1 and as soon as I clicked save, the original extension was "rejected". Two questions: is the rejection only in ATX's system & when I go to create the efile to file the return, do I select Federal 1040 and the Federal Extension or just the Federal 1040? If I sound confused I am. As you can probably tell from the question, I don't normally have any extensions filed. Thanks

I would like to add a column for spouse's email. I'm guessing there is no way for the program to automatically populate the field. Am I correct?

I'm preparing an amended return for missed SSA-1099. There is a balance due. Original return was efiled and refund was direct deposit. Can the balance due on the amendment be direct debit from bank account? I see that option on the 1040 EF Info tab, but if selected, how does IRS know the bank info - is it sent as part of the efile transmission (even though it doesn't show on the 1040-X) as it did with the original filing? Thanks

If it were a snake I wouldn’t be posting anymore! Thank you

Does anyone using ATX know how to get this field to populate without overriding it? Is there a box on the 1099-R input screen that needs to be checked or something in the MD return? Abby Normal - I bet you've come across this!

Sorry group - I used the wrong term - notes are what I'm looking for - are the preparer created notes included in an efiled return - thanks

Schedule C

Itemized lists

I should know this answer, but I don't - here goes - are the lists that you create included in the EFiled returns?

Lee B. I understand that but I transmitted at 9:21am this morning and no acks since.

Anyone having trouble getting efile acknowledgements today?

Probably very boring in the "large" firms where you are "pigeonholed" when you first come out of school vs. the variety of working for a smaller firm. At least that's my experience.

Thanks Lynn - good to know about the process - thanks.

Original return showed a refund of $246. After amendment (on Form IT-540) the tax is increased by $180, so the refund after amendment is showing as $66. How do I get it to show $180 due (there doesn't seem to be a line for previous refunds)? AND I also understand that this amendment must be done by paper - no efiling allowed - your understanding as well? Thanks for your help.

In 2021 software, there was a tab "Main Info" inside the 1040 form where you could customize the main information worksheet

Amendment is being rejected due to IND-941-01 error code (locked SSN for a deceased person) Is the only course of action to paper file the amendment (amending due to a late received Partnership K-1)?

Thanks

Are you saying that for DocuSign there must be two unique emails if there are two signatures requested?

This is what I’m doing as well. Thought I would explore other options. It seems most individuals are familiar with docusign or authentisign (at least in our area) and thought this may be a simpler solution for those who don’t have a way to scan back to their computer.

Is anyone using the ATX eSign feature? Need some insight into how it works, etc.

Pacun, I have a return that was transmitted 4:25 eastern time yesterday and still showing "Transmitted to EFC". Wondering if ATX is having a problem?

See Abby Normals separate post from yesterday about an alternative solution.

It appears I was a little hasty in declaring victory- client mail slip in landscape is smudging bar code. Not printing clearly. Oh well, that support case is still open.

It appears that re-installing the software has fixed the barcode issue. Thanks to all for your help