Elect Out of EF

[Edsel]

I am no longer prompted by Drake to declare why a taxpayer is not filing electronically.  We used to have to choose from about half dozen reasons, the most prevalent reason being simply "taxpayer chooses not to."

What has happened to this form?

[JohnH]

Ron: It's the 8948.  Drake still produces it. 

If the taxpayer chooses to paper file, there is certain documentation you are required to keep in your records to support checking that particular box.

 

 

 

[Max W]

The form is on the "Other Forms" page, or simply type in the number in the search box.  Also, be sure to click the EF screen to opt out of Efiling federal return.

[Edsel]

Thanks to both of you for responding.

What has happened is Drake is no longer prompting me to fill out the form, although it is still available.

[JohnH]

Not sure is this is the best solution, but it would work.  You could set up a simple macro to open and prefill the Form 8948.  Since you know at the outset which clients wish to paper file, you'd just run that macro (along with any other standard macros you have set up), when you first open the return.  Then it will already be there the first time you go to print the return.