Final Review

[jjwalsh]

I just completed an individual tax return

I have one "green" error labeled a tag error.

I tried fixing but was unsuccessful. How do I fix it.

Thanks,

Jack

[Just-Lisa-Now-]

Go into Tools > Preparer Information and be sure that PTIN Verification box is checked. 

Its been throwing oddball errors for people.

[jjwalsh · Accepted solution]

Wow

That was it

I now have zero errors 

Thanks

Jack

[jjwalsh]

A quick question.

A client wants to electronically file and pay by check. How do I do that.

Thanks,

Jack

[Jim-from-Ohio]

check No on the federal information worksheet about having direct debit. 1040-V should print out with the return. 

[jjwalsh]

Jim,

Thanks but I'm still confused.

Here's what I did:

The client owes money on his Federal and State Returns.

He doesn't want to use the electronic fund withdrawal option but wants to send a check.

I went to Part VI and checked the box : file federal returns electronically. I also checked the box file state return electronically.

I then went to Part IX and checked no "to use electronically withdraw for federal balance due"

I could not find the direct debit box on the federal information worksheet.

Maybe you can see what I'm doing wrong.

Thanks,

Jack

[Jim-from-Ohio]

• Fed info worksheet. part IX, check No on top question
• does a 1040-V populate.
• are there any errors left?

[jjwalsh]

When I hit no - nothing happens until I go down to "other direct debit" and it quick zooms to Form 9465. My federal final review does show five errors.

[Jim-from-Ohio]

are you trying to do an installment agreement

[jjwalsh]

No. One time check for what he owes

[Jim-from-Ohio]

Delete the 9465

[jjwalsh]

Thanks

in Turbo Tax when you file you select “pay by check” when asked how to pay.

Is there a similar process in Pro Series 

I can’t seem to find it.

Thanks again