MDCPA

Thanks everyone. I went to ATX customer support site and checked client's efile status - one of the ACK's listed was the Form 4868 showing accepted on 4/11/25. If I understand the rehang process - if I click on it then in about 20 minutes the ACK will show back on my computer - is this correct?

Marilyn, The return hasn't been e-filed - the changes made were done yesterday - I e-filed the extension on 4/11/25 and until yesterday the efile status in the efile manager was "accepted". As soon as I clicked to save the changes for the late K-1 it changed to Rejected. The efile rejection error says "the return was changed after the efile was created. The efile was rejected to ensure that you would re-create the efile and incorporate the changes before you transmit it." What's confusing is that the rejection is on the Form 4868 extension. I would expect, then that, every 4868 efile would be rejected because of changes made to the return after the efiling of the extension but before the actual filing of the return, as for a late K-1 (kinda the whole purpose of putting the return on extension in the first place).

Is it normal for an extension (in the e-file manager) to go to rejected status after it was accepted? I made changes to the return for a late K-1 and as soon as I clicked save, the original extension was "rejected". Two questions: is the rejection only in ATX's system & when I go to create the efile to file the return, do I select Federal 1040 and the Federal Extension or just the Federal 1040? If I sound confused I am. As you can probably tell from the question, I don't normally have any extensions filed. Thanks

I would like to add a column for spouse's email. I'm guessing there is no way for the program to automatically populate the field. Am I correct?

I'm preparing an amended return for missed SSA-1099. There is a balance due. Original return was efiled and refund was direct deposit. Can the balance due on the amendment be direct debit from bank account? I see that option on the 1040 EF Info tab, but if selected, how does IRS know the bank info - is it sent as part of the efile transmission (even though it doesn't show on the 1040-X) as it did with the original filing? Thanks

If it were a snake I wouldn’t be posting anymore! Thank you

Does anyone using ATX know how to get this field to populate without overriding it? Is there a box on the 1099-R input screen that needs to be checked or something in the MD return? Abby Normal - I bet you've come across this!

Sorry group - I used the wrong term - notes are what I'm looking for - are the preparer created notes included in an efiled return - thanks

Schedule C

Itemized lists

I should know this answer, but I don't - here goes - are the lists that you create included in the EFiled returns?

Lee B. I understand that but I transmitted at 9:21am this morning and no acks since.

Anyone having trouble getting efile acknowledgements today?

Probably very boring in the "large" firms where you are "pigeonholed" when you first come out of school vs. the variety of working for a smaller firm. At least that's my experience.

Thanks Lynn - good to know about the process - thanks.