17624: Preparing for the Individual Deadline

Deadlines and Extensions

• 13325: Return Due Dates and Deadlines
• 11797: 1040 - Deadline and Perfection Period
• 11761: 1040 - Individual Extension Form 4868
• 16440: 1040 - State Extensions Screen (STEX) (Drake19 and future)
• 12117: 1120 - E-Filing Deadlines
• 11060: 1120/1120S - Corporate or S corp Extension Form 7004
• 11764: 1041 - Fiduciary Extension Form 7004
• 17655: States Generally - Individual Deadlines and Extensions 
• 12366: State Returns - Extensions that can be e-filed

Payments and Refunds

• 10136: Federal and State Payments - Electronic Funds Withdrawal Setup
• 12347: Pay Federal/State Balance Due by Credit or Debit Card
• 11656: 8888 - Direct Deposit
• 10956: States Generally - Depositing Refunds
• 13370: State Returns - Estimated Tax Vouchers Direct Debit
• 14868: State Returns - Blank Estimated Tax Vouchers Not Allowed

Common Issues and Topics

• Drake22 Changes Category
• 16754: Paycheck Protection Program and Economic Injury Disaster Loans
• 17886: State Update Limitations (Drake22)
• 11742: Guide to 1099 Informational Returns
• 11974: Schedules C, E, F - Special Tax Treatment for SMLLC
• 15479: 1040 - Virtual Currencies - EF Message 2260
• 14648: FinCEN 114 - Frequently Asked Questions
• 11183: 1041 - Losses Do Not Flow to the K-1
• 11118: 1041 - Carrying Depreciation to Schedule C, E, or F
• 11838: 1041 - Common Issues
• 11687: 1120 - Important Facts - Payments, PINs, e-Filing, and Other Functions 
• 10896: Unnecessary State Return Produced

K-1 Entries in a 1040

• 15919: QBI Deduction - Frequently Asked Questions
• 13170: 1040 - Entering K1S Box 17 Code K or K1P Box 20 Code L
• 10088: 1040 - K1 Code Data Entry
• 17439: Form 7203 - Shareholder Basis - EF Messages 5486 and 5851
• 12095: Exporting Forms K1 from 1065, 1120S or 1041 

Acks and Common Rejects

• 12462: Return Status - Checking Acknowledgements
• 10783: Search EF Database, Common Acks, and Rejection Codes
• 10847: Form 9325 After IRS Acceptance - Notifying the Taxpayer
• 13800: Business Returns - EF Notice Page, Similar to Form 9325
• 10599: 1040 - Reject R0000-932-02 - Tax Return Already Accepted
• 11186: 1041 - Name Control Guidelines, EF Message 5300, & IRS Reject R0000-901-01
• 15253: 1120/1120S - 7004 - EIN and Return Type Mismatch

Amended Returns

• 16841: 1040 - Generating an Amended Return (Drake19 and future)
• 16938: States Generally - Generating and e-Filing Amended Individual Returns
• 10492: Amended 990, 1041, 1065, 1120, 1120-S Returns and e-Filing