Drake Tax - 1040: EF Message 0691

How to resolve EF Message 0691

EF Message 0691 occurs when the Federal payment amount entered on the PMT screen is more than 200% of the amount due on the return. For example, if the amount owed on the return is $1,000, the amount en142tered in the Federal payment amountoverride field on screen PMT cannot be greater than $2,000.

The EF Message often occurs after an extension with payment is filed, when an entry is present in the Amount paid with extension field on the EXT screen, that reduces the amount owed on the return below 50% of the amount still shown on the PMT screen.

If the taxpayer is paying the amount due electronically and chooses to include the calculated penalty and interest amount, the total federal payment amount (override) entered on the PMT screen cannot exceed 200% of the amount calculated on Form 1040.

To clear this EF message, the PMT screen should be either deleted or modified as needed so the Federal payment amount is not more than 200% of the amount owed on Form 1040.