Electronic Filing Information Worksheet

Electronic Filing Information Worksheet 2017 1.• Keep for your records Name(s) Shown on Return Social Security Number Electronic Return Originator Information The ERO Information below will automatically calculate based on the preparer code entered on the SmartLook Worksheet. Calculates to the EFIN for the ERO that is responsible for filing this return based on the preparer code. For returns that are marked as a "Non-Paid Prepare( (XNP) or 'Self-Prepared" (XSP) can be changed but is required. ERO Name ERO Electronic Filers Identification Number (EFIN) ERO Address ERO Employer Identification Number City State ZIP Code ERO Social Security Number or PTIN Country Paid Preparer Information Firm Name Social Security Number or PTIN Name Employer Identification Number Address Phone Number Fax Number City State ZIP Code Country E-mail Address Amended Returns File another Amended Form 114 Report of Foreign Bank and Financial Accounts (FBAR) electronically Check this box to file another state and/or city amended return electronically ' Select the state and/or city amended return(s) to file electronically. State/City • EFTA01221894 Page 2 Miscellaneous Electronic Filing Items If the return was rejected for dependent name and SSN mismatch (business rule R0000-504-01) or Schedule EIC qualifying child name and SSN mismatch (business rule SEIC-F1040-501-01). check this box to retransmit this return as an imperfect return. ► Enter an 'in care of addressee' if applicable ► Name of personal representative for deceased returns . . . ► If married filing joint and one spouse is deceased, is the surviving spouse also the personal representative? ► Yes No Check this box if your client is in the U.S. Armed Forces with a stateside address ► Check the appropriate box if the taxpayer (or spouse) last served in an area designated as a combat zone or qualified hazardous duty area. Iraqi Freedom ► Kosovo Operation ► Afghanistan/Enduring Freedom ► Desert Storm ► Haiti ► Former Yugoslavia ► UN Operation ► Joint Guard ► Joint Forge ► Northern Watch ► Operation Allied Force ► Northern Forge ► Combat Zone Deployment Date ► Option of Transmitting the Forms as PDF with the Electronic Submission or Mailing the Forms with Form 8453: U.S. Individual Income Tax Transmittal for an IRS e-file Return. Note: To Attach and Send a PDF file with this return, cid( on the "E-File" drop down menu. and then select "Attach PDF Files". Check the applicable box(es) on forms to be attached and mail with form 8453 Transmit Print & Mall PDF with 8453 Form 2848. Power of Attorney and Declaration of Representative ► Form 3468, Historic Structure Certificate ► Form 4136, Credit for Federal Tax Paid on Fuels ► Form 8283, Noncash Charitable Contributions (Declaration of Appraiser) ► Form 1098-C. Contributions of Motor Vehicles, Boats and Airplanes ► Form 8332, Release of Claim to Exemption for Child by Custodial Parent or Other Doc . . ► Form 8885, Health Coverage Tax Credit ► Form 8949. Sales and Other Disp of Capital Assets.(or a stmt w/the same information) . . ► Form 3115, Change in Accounting Method ► These forms are not supported in ProSeries. You may print a completed form to Transmit Print & Mail mail with your Form 8453, please check the applicable box(es) . PDF with 8453 Form 5713, International Boycott Report ► N/A Form 8858, Foreign Disregarded Entities ► N/A Form 8864, attach the Certificate for Biodiesel ► N/A EFTA01221895