User's Manual - Drake Software

EF Override Options in Data Entry
Drake Software User’s Manual
for 4868, 2350, or 56, you are indicating that the program should transmit only the
form you’ve selected; no other forms will be transmitted.
IMPORTANT
Leaving the 1040 box blank does not prevent the 1040 from being
transmitted if it is otherwise ready to be e-filed. It will not be transmitted,
however, if you’ve marked one of the other check boxes in
the Federal EF Override section of the EF screen.
If you’re filing an extension, the applicable box (4868 or 2350)
must be selected on the EF screen in order for the program to
transmit it.
Suppressing State Returns
By default, all eligible returns are transmitted—unless you indicate otherwise on the
EF screen. To suppress one state or city return while e-filing others, select the states or
cities you want to e-file from the Select the states/cities to e-file drop lists. The
selected states will be e-filed, but no other state returns will be transmitted, even if
those other returns are eligible.
NOTE
If nothing is selected from the Select the states/cities to e-file drop
lists, or no check mark is placed in the Do NOT send any states check
box, the program sends all eligible state returns.
Overriding Bank-Product Alert
Under the EF tab of Setup > Options is an option to alert the preparer via an EF message
if no bank screen (for a bank product) has been completed for a return. There are
two ways to eliminate this EF message: complete a bank screen for the return, or, if
the taxpayer is ineligible for a bank product, go to the EF screen and mark the Return
not eligible for a bank product check box, located under Additional Options.
Paper-Filing Forms and Supporting Documentation (Form 8453)
A return can be e-filed even if it contains certain forms that must be paper-filed. The
IRS requires that Form 8453, U.S. Individual Income Tax Transmittal for an IRS e-file
Return, be e-filed in lieu of these required paper documents, and that these required
documents be mailed. Form 8453 must indicate which forms are being mailed separately.
To produce Form 8453 for the paper documents to be mailed:
1. Open the return and go to the EF screen, accessible from the General tab.
2. Select the appropriate forms in the Form 8453 Paper Document Indicators box
(Figure 8-7 on page 239).
238 Tax Year 2012