General FAQ

2025 Tax Return Filing Deadlines

Updating Your Web Browser

Tax Processors Plus encourages you to keep your web browser up to date.

2024 Tax Return Filing Deadlines

Married Filing Separate Return With Unknown Spouse SSN

When a taxpayer's filing status is Married Filing Separately and the taxpayer does not know the spouse's SSN or ITIN, enter 000-00-0000 as the spouse's SSN to allow the program to calculate the return.

Where does the taxpayer log in to their Customer Portal?

Tax Processors Plus provides the ability for your clients to set up a portal they can use to share documents that you need to prepare their individual tax return.

Puerto Rico Form 480.7C: Informative Return for Retirement Plans and Annuities.

Puerto Rico Form 480.7C, Declaracion Informativa - Planes de Retiro y Anualidades (Informative Return - Retirement Plans and Annuities) is a tax document that is the equivalent of Form 1099-R.

Can an Installment Agreement (Form 9465) be Submitted with an Amended Return?

When submitting an amended return the best way for the taxpayer to complete an installment agreement is using IRS Direct Pay .

How Do I Get a Copy of My EFIN Application Summary (EAS)?

In order to electronically file tax returns, the IRS requires that Tax Processors Plus receive a copy of your EFIN Application Summary (EAS).

Can a Direct Debit Payment be Cancelled After the IRS Accepts a Return?

In some cases, a direct debit payment, or electronic funds withdrawal can be cancelled after the IRS has accepted a taxpayer's electronic balance due return.

Tax Processors Plus Support Hours

Contact Tax Processors Plus for current support hours, including tax-season and holiday availability.

Section 179 Deduction and Bonus Depreciation Limitations on Vehicles

The section 179 deduction and bonus depreciation provide additional deductions to income in year a vehicle is placed in service thereby reducing a company's tax liability.

How Do I File an Amended 1040-SS / 1040-PR?

If Form 1040-PR or 1040-SS needs to be amended, file a new Form 1040-PR or 1040-SS.

How Do I File a Corrected / Amended 1040-SS?

The IRS refers to an amended Form 1040-SS as a " corrected return." File a new Form 1040-SS to change a Form 1040-SS that has already been filed.

Form 1040 - Why is DCB Printing on Line 1?

In tax years prior to 2022, DCB will print on line 1 of Form 1040 when a portion of the dependent care benefits were entered in Box 10 of Form W-2.

Incorrect Direct Deposit Information on an Electronically Filed Return

Once a tax return has been transmitted to the IRS, it cannot be altered unless it rejects.

Can My Client Get a Direct Deposit or a Bank Product on a Prior Year Return?

The IRS does offer direct deposit for the taxpayer's refund for the current and two prior tax years.

When Will I Receive My Rebate Check from Tax Processors Plus?

Each year, rebate checks are generally processed at the end of May and again at the end of November.

Is there a limit to the number of stock transactions that can be e-filed with a return?

No, there is not a limit to the number of stock transactions that can be electronically filed with a tax return.

IRS Forms 940, 941, 943, 944, 945

Forms 940, 941, 943, 944, and 945 are filed by a business using payroll and/or bookkeeping software and are used to reconcile and verify correct remittance of payroll taxes due by the employer as well as taxes that were withheld from employee paychecks.

What does the "Do Not Mail" or "Do Not File" watermark mean?

This watermark indicates that the form is not yet approved for paper filing purposes by the state, and it remains until the state authorizes us to remove it.

What Does Code QNA Stand For?

You might notice the letters QNA listed at the bottom of each page of a printed tax return.

Child and Dependent Income: When and How to Report

A taxpayer with one or more dependents at some point will need to know when their dependent may or must file their own tax return.

Do I Need to Amend a Tax Return that was Filed with an Incorrect Mailing Address?

A Tax Return that was filed with the wrong mailing address does not need to be amended and should not be amended.

Can Form W-7 Be Electronically Filed?

Form W-7, Application for an ITIN cannot be electronically filed with the taxpayer's tax return.

Preparing a MFJ Federal Return with Two MFS State Returns

Here's how to file a federal individual tax return with a filing status of MFJ but two state tax returns with filing status of MFS in Tax Processors Plus.