You’ve Got Questions, We’ve Got Answers.
Q: I just received a PDF of my tax return, now what happens?
A: Please review the return carefully. Visit the page How to Review Your Tax Return for guidance. To electronically file your tax return, both the taxpayer and spouse (if applicable) need to sign and date Form 8879 and return it to our office along with payment for the tax preparation invoice.
Once your return has been accepted by the IRS or state taxing authorities, we will send you a final version of the return for your records, free of the “Do Not File” stamp.
Q: Does the Federal Form 8879 work for you to also file my state tax return?
A: No, each state requires its own authorization form, such as an 8879 equivalent, included in the pages of your state tax return.
Q: Where do I find Form 8879?
A: Form 8879 is part of the PDF that contains your tax return. It is typically located a few pages before the first page of Form 1040.
Q: Form 8879 says “Do Not File.” Can I still sign it?
A: Yes. Form 8879 is not submitted to the IRS. It serves as your authorization for us to electronically file your return on your behalf.
Q: There is an amount owing with my tax return. How do I pay this amount?
A: You have three options to pay taxes:
- Mail a Check: Include your check with Form 1040V, which is included in the PDF of your tax return.
- Direct Pay Online: Visit IRS Direct Pay to make a payment. Choose the correct tax year and tax form. If you pay via checking account, there is no additional fee. If you use a credit card, a service fee will apply.
- EFTPS (Electronic Federal Tax Payment System): Visit EFTPS.gov. Note that registration is required, which may take a few weeks before you can make a payment through this platform.
Q: Why are the amounts I owe different between the tax return and the 1040V payment voucher?
A: The amount shown on Line 78 of Form 1040 reflects the remaining tax owed, excluding any interest or penalties for underpayment, late payment, or late filing. The amount on the 1040V payment voucher includes these additional charges. Paying the amount on the voucher can help you avoid IRS notices or further accrual of penalties and interest.
Q: The 1040V says “Do Not File.” Can I still use it?
A: Yes, the payment voucher can still be used. Detach the bottom portion of the page along the perforated line and include it with your payment. The perforated line should appear below the “Do Not File” text.
Q: Do I need estimated payment vouchers?
A: If applicable, estimated payment vouchers will be included with your return. These are necessary if:
- Your current income tax withholding is insufficient.
- You are self-employed and need to make quarterly federal tax deposits.
These vouchers help ensure you stay compliant and avoid penalties for underpayment.
Additional Resources:
Contact us if you need help with electronic payment options or estimated tax calculations.
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