Form needed to explain why no e-file?

[Margaret CPA in OH]

I've forgotten the form to include.  This client has 3 foster children and, no surprise, SSN's of two already used.  So they want to paper file knowing the time delay.  But I seem to recall I have to add some form to explain.  Or not?

 

[Margaret CPA in OH]

Never mind, I was using the wrong search terms.  Found it, 8948.

[Lion EA]

Include the reject...

[Margaret CPA in OH]

Do you mean a print of the reject?  I have listed on the form the code R0000-507-01 and have advised the clients to include documentation from the agency substantiating foster position.  I also will advise to mark each page "ATTACHMENT TO 2020 FORM 1040" and list taxpayer's SSN.  I have a stamp I could use but they are distanced clients and have the documentation.

[Lion EA]

Yes

[Margaret CPA in OH]

Did that, good idea.

[Slippery Pencil]

I wouldn't waste the time printing out the reject and attaching it.  Half the time I don't even remember to attach 8948 and I've never heard back on it.

[Margaret CPA in OH]

I had the time, belt and suspenders, figured it wouldn't hurt, etc. I just hope it doesn't take years for this to be resolved but now out of my hands.

[Matthew in the PNW]

I've never included a code. Just written something along the lines of "The taxpayer is ineligible for efile due to...". 

[Margaret CPA in OH]

As the form specifically addressed this situation and had a space for the code, it was easy enough to type it in.  All good.

[Catherine]

4 hours ago, Margaret CPA in OH said:

belt and suspenders

and duct tape and staples.  While Slippery Pencil may never have had an issue, I prefer to give whoever at the IRS sees the paperwork first absolutely no reason or excuse on God's green earth to take any action other than the one I want them to take.  And I always assume that the person opening the envelope is the newest hire with a forged GED, and word everything so that s/he cannot help but understand exactly what I want done.

[Matthew in the PNW]

7 minutes ago, Catherine said:

...forged GED...

That's funny right there... and too true.