Selecting to paper file a return in ProConnect Tax

When you create a return in ProConnect Tax, the filing type defaults to e-file. That's because ProConnect is designed to decrease the amount of time and effort it takes to file a return, and e-filing is the most efficient path for end-to-end return preparation. If you need to paper file a return, follow the steps below to change the filing setting for your client.

Diagnostics resolved by paper filing a return:

• If Form 1040, Earned Income Credit has a non-zero value, then one of the following must be true: (1) household employee wages, or TIP income not included in wages, or medicaid waiver payments not reported on W-2, or Form 2441 taxable benefit amount, or Form 8839 taxable benefit amount, or total wages with no withholding amount, or other earned income amount or  nontaxable combat pay election amount must be greater than zero, or (2) the wages not shown schedule is present with excess minister's allowance added to wages or health insurance premiums for a retired public safety officer, or (3) Schedule E, has income from a partnership, or (4) the FEC Record is present with foreign income present on the wages schedule, or (5) one of the following forms is present in the return: Form W-2, Form 1099-R, Schedule C, Schedule F, Form 8919, or Form 4137. (ref. #11919)
• The program does not support Form 8978 for federal e-file. This return must be filed as a conventional paper return. (ref. #53383)

To mark that you're paper filing:

1. Go to the Profile tab of your client's return.
2. Uncheck the E-FILE box for any filing types you need to paper file.

Changing this setting will prevent any e-file diagnostics from generating and update your Client Letter to include mailing instructions.

Related Topics

• Understanding e-file mandates