Solved: Can prior year returns (past due) be e-filed? I thought only current year could be e-filed, but PTO gives me e-file option (which I can't turn off)

karen-johnston43 · ‎12-07-2019

I want to paper file 2017 and 2018, but PTO doesn't let me turn off e-file option

abctax55 · ‎12-07-2019

2016, 2017, & 2018 can currently be efiled.

The IRS shuts down efiling in mid-late November; reopens in Jaunary. After that, 2016 can't be efiled, but 2017, 2018, and 2019 can be.

I don't speak PTO, but in Lacerte (PTO's big sister) you "turn off" efiling in the client screen by un-checking the box.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"

View solution in original post

abctax55 · ‎12-07-2019

2016, 2017, & 2018 can currently be efiled.

The IRS shuts down efiling in mid-late November; reopens in Jaunary. After that, 2016 can't be efiled, but 2017, 2018, and 2019 can be.

I don't speak PTO, but in Lacerte (PTO's big sister) you "turn off" efiling in the client screen by un-checking the box.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"

abctax55 · ‎12-07-2019

@karen.johnston43 ...
Glad you checked back in for an answer to your question. And you are welcome, BTW.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"

abctax55 · ‎12-07-2019

And, IF you are a tax professional who prepares ten or more (or is it more than ten?) - efiling is required. If your client does not want to, the elect out Form 8??? is needed.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"

George4Tacks · ‎12-07-2019

You remove the check mark in the Profile for the client. That then removes the e-file. As stated, you may be required to efile. If you want paper, be sure to complete the 8948 and include it with the paper filing.

Here's wishing you many Happy Returns

Can prior year returns (past due) be e-filed? I thought only current year could be e-filed, but PTO gives me e-file option (which I can't turn off)

©1997-2024 Intuit, Inc. All rights reserved.

Intuit, QuickBooks, QB, TurboTax, and Mint are registered trademarks of Intuit, Inc. Terms and conditions, features, support, pricing and service options subject to change without notice.

By accessing and using this page you agree to the Terms and Conditions.