When you choose to file your return electronically, the H&R Block software reviews your return and determines if it qualifies for e-filing. If it doesn't qualify, the program notifies you and lists the reasons why.
Below is a summary of some of the restrictions that the IRS places on the types of tax returns that can be filed electronically. It also includes some forms that are not supported for e-filing. The list is not complete; the H&R Block software's electronic filing system will check for other exclusions.
The following returns cannot be filed electronically:
Amended returns Form 1040X (even if the return being amended was originally filed electronically). Only one valid 2010 tax year electronic return can be filed for any taxpayer.
Foreign address returns (except APO/FPO and Puerto Rico).
Returns with a power of attorney currently in effect for the refund to be sent to a third party.
Returns with filing status Married Filing Jointly, with court certified party representing deceased spouse.
Returns subject to community property rules with filing status married filing separately.
Returns in which the filing taxpayer, spouse, or any dependent does not have a valid social security number, regardless of date of birth. This requirement includes children born in 2010. Exception: Individual Taxpayer Identification Numbers (900-70-XXXX to 999-80-XXXX) may be used unless you are claiming the earned income credit. Adoption Taxpayer Identification Numbers (900-93-XXXX) may be used for anyone other than the taxpayer and spouse, unless you are claiming the earned income credit.
Returns containing Schedule J, Form 8609A, Form 8822, Form 8839
Returns containing more than:
|
8 |
Schedule C |
|
2 |
Schedule C-EZ (1 per taxpayer, 2 if Married Filing Jointly) |
|
15 |
Schedule E or Schedule E attachments (no more than 45 rental properties) |
|
5 |
Schedule F |
|
2 |
Schedule H (1 per taxpayer, 2 if Married Filing Jointly) |
|
2 |
Schedule SE (1 per taxpayer, 2 if Married Filing Jointly) |
|
50 |
Form W-2 |
|
30 |
Form W-2G |
|
20 |
Form 1099-R |
|
20 |
Form 1116 (maximum 1 per income type) |
|
2 |
Form 1310 (1 per taxpayer, 2 if Married Filing Jointly) |
|
2 |
Form 2106 (1 per taxpayer, 2 if Married Filing Jointly) |
|
2 |
Form 2106EZ (1 per taxpayer, 2 if Married Filing Jointly) |
|
4 |
Form 2120 |
|
4 |
Form 2439 |
|
2 |
Form 2555EZ (1 per taxpayer, 2 if Married Filing Jointly) |
|
2 |
Form 2555 (1 per taxpayer, 2 if Married Filing Jointly) |
|
2 |
Form 3903 |
|
2 |
Form 4137 (1 per taxpayer, 2 if Married Filing Jointly) |
|
30 |
Form 4562 |
|
5 |
Form 4684 |
|
4 |
Form 4835 |
|
2 |
Form 4952 (One for regular tax and one for alternative minimum tax) |
|
2 |
Form 4972 (1 per taxpayer, 2 if Married Filing Jointly) |
|
2 |
Form 5329 (1 per taxpayer, 2 if Married Filing Jointly) |
|
10 |
Form 6198 |
|
10 |
Form 6252 |
|
4 |
Form 8283 |
|
2 |
Form 8582 (One for regular tax and one for alternative minimum tax) |
|
2 |
Form 8606 (1 per taxpayer, 2 if Married Filing Jointly) |
|
10 |
Form 8814 |
|
5 |
Form 8824 |
|
32 |
Form 8829 (4 for each Schedule C) |
|
1 |
Form 8880 |
|
2 |
Form 8885 (1 per taxpayer, 2 if Married Filing Jointly) |
|
2 |
Form 8889 (1 per taxpayer, 2 if Married Filing Jointly) |