Help: my client's return got rejected on April 18 and I was off April 19
National Association of Tax Professionals
The leading association for tax professionals in the U.S. We provide our members unmatched tax education and resources.
Every Thursday, NATP members receive our?TAXPRO Weekly?email newsletter with all the latest industry news and updates tax pros need to know about. Especially now, we understand you might be busy, which is why we make sure to stay on top of the information that affects your practice so you can continue working.
Our?TAXPRO Weekly?newsletter contains a question-and-answer series we named "You Make the Call," which is where we provide an answer to a real question our Research Services team received. If you're not an NATP member and would like to learn more about how to get the?TAXPRO Weekly?email newsletter, visit?natptax.com/join.
Question: I filed my client’s 2022 personal return electronically the evening of April 18 (approximately 6 p.m. CDT). I was out of the office April 19. When I returned to the office today, I discovered the return had been rejected due to an error. Will my client be facing late filing penalties when I resubmit the returns??
领英推荐
Answer: Probably not. In most cases, if an electronically submitted tax return is initially rejected by the IRS, there is an opportunity to correct the error and retransmit it. In your case, even though the rejection was discovered after the April 18 filing deadline, you will be provided an additional five days (from April 18) to fix the error and retransmit the return. That’s five calendar days, not five business days so the return needs to be retransmitted and accepted by April 23 to be considered a timely filed return.?
If, for some reason, the error that resulted in the rejection is too complex to resolve via electronic filing or cannot be fixed when resubmitting electronically, you’ll need to print out the return, have the taxpayer sign the paper copy and mail it to the IRS with all necessary filing documents such as Forms W-2. You should also complete and attach Form 8948, Preparer Explanation for Not Filing Electronically, to the return and include the e-file rejection codes on the form as well as the date(s) it was submitted electronically. This return should be postmarked within the five-day grace period from April 18
Find more You Make the Call questions and answers at?blog.natptax.com.