User's Manual - Drake Software

EF Override Options in Data Entry
Drake Software User’s Manual
Figure 8-5: DCN on Form 8879 in View mode
Once the DCN has been changed, the return can be re-transmitted.
Imperfect
Returns
Two common error codes (listed below) for IRS rejection of 1040 returns relate to
“name” and “SSN” mismatches on either Form 1040 or Schedule EIC:
• Error Code 0501 — A dependent’s SSN or name on Schedule EIC does not
match the SSN or name in the IRS master file.
• Error Code 0504 — A dependent’s SSN or name on Form 1040 does not match
the SSN or name on the IRS master file.
The IRS will accept such returns with these error codes (as “imperfect” returns), but
you must set up the program for e-filing them.
To set up your program:
1. From the Home window, go to Setup > Options, EF tab.
2. Select Activate imperfect return election in data entry.
To e-file an imperfect return:
1. Open the return and go to the EF screen in data entry.
2. Under Additional Options, select Imperfect return election.
3. Calculate the return.
When you view the return, Drake displays a NOTES page indicating the return is
imperfect. When you e-file the return, the IRS will accept it (provided there are no
other, unrelated issues), but with an “E” ack. Processing of an imperfect return can
take up to six weeks.
NOTES
Because IRS acceptance is not guaranteed for an imperfect return, no
bank products can be e-filed with the return.
Any refund amount could be adjusted as the return goes through
exception processing if an exemption claimed is deemed invalid.
EF Override Options in Data Entry
By default, the program designates all eligible federal and state forms for e-file. Use
the EF screen to override program defaults on a per-return basis.
236 Tax Year 2012