Paper File

[B. Jani]

One of my client just realized that he forgot to file 2017 personal tax return.

Can I paper file Federal & State as EFile is closed now?

TIA

[jklcpa]

Yes, paper filings are still being accepted. It's only e-file that is shut down for retooling.

[Catherine]

If it's a refund, you can also wait until they re-open efile, and submit then.

[Max W]

I don't think waiting is a good option. Better to file it as soon as possible.  There is always a possibility that unreported income could surface later, wiping out the refund and resulting in a balance due with its accompanying P&I.

[Lion EA]

I have two fairly complex returns that I gave the options to the clients. Both ended up wanting to wait to e-file. I agree, because I don't want some part-timer doing the data entry with potential errors after I've already proofread the returns. Even scanning is not error proof. They both owe, but want to pay the extra month's interest to have an accurate return and the acknowledgment (one client works in Singapore, other is very elderly and frail).

[B. Jani]

Thank you. Paper file it is. He owes money to both so will save some interest.

[Catherine]

Facts and circumstances in everything!  Sometimes getting that e-file ack is worth the delay.  The client can always PAY now, and wait those extra weeks to file.  Sometimes it's more important to get the return in process.  We do what is best for that client and that client's overall situation