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Self prepared return (yours)


GeorgeM

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I have prepared my own return, and on the EF - E-File form I marked it as self-prepared, and the audits are all fine except when I went to print the 8829 form it was not there.

Do you have to complete a form 8829 for a self prepared return?

Also has anyone tried to do a non paid return. The one time I tried I got an error.

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Did you ever find an answer for this?

I would like to do something similar, but not related to e-filing.

I am now in a partnership with my aunt. She is the tax matters partner and always does the taxes by hand. (I will probably take this over at some point but I've never done a 1065.) I was going to print the forms for her with all the header info already filled in. But I'm not the preparer and so I don't want my info to show at the bottom of the form. How do I remove it?

It does look like I can now print without the warnings of all the forms still being Draft!!

Did you get your info removed from the paid preparer section of the 1040?

Thanks

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If you select Non-Paid Preparer in the PO tab then it prints that in the sig section of the return with the PTIN & EIN. Not sure why it would print these since you arent getting paid.

If you select Self Prepared in the EF tab then the program generates a green audit saying "you will likely be contacted by the IRS if you choose to file without a PTIN". Last time I checked we werent require to provide a PTIN if we dont get paid and Im guesssing not many preparers charge themselves for their person return.

I asssume you mean 8879. If its self prepared I dont think you need one, but I havent really researched it in depth.

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