Completing Paper Returns & Resigns

Post date: Feb 08, 2017 5:39:39 AM

How to complete Paper Returns/Resigns:

1 Call Processing and request that the file be sent back to the office.

2. When Processing says it is ready, do a blank transmit.

3. Look for the name and last four to appear on transmit screen, then hit close.

· 4. Open the return on your tax prep computer.

Different situations:

Remove Dependent (still efiling):

1. Right click on dependents name, and delete item

2. Finish the return, financial product; efile

3. Sign like normal; taxpayer gets new set of tax copy as the refund has most likely changed.

4. Put in envelope – write RESIGN across front of blue envelope

Paper file for dependent, identity theft, etc.

1. Finish the return

2. Financial product; federal paper

3. Sign like normal print signature pages and office copy; goes in blue envelope.

4. MARK THE RETURN COMPLETE!!

5. Print (File:Print) IRS copy to be filed

6. Go to Illinois IL-1040 (do not change)

7. Right click – print this form

8. Have the taxpayer sign BOTH the 1040 and the IL 1040 with a pen

9. Put in envelope – write RESIGN across front of blue envelope

For Taxpayers who are victim of Identity theft: (NOT dependent who has been claimed)

1. Go to IRS.GOV and search 14039

2. Help taxpayer fill out and sign.

3. Get copy of ID & Socail Security Card