1040WORKS OFFERS FREE ELECTRONIC FILING
With 1040Works, electronic filing is FREE. 1040Works web-based E-File Center lets you check your client’s e-file and bank status, as well as print checks, from any location with Internet access. 1040Works is all about Speed-of-Refund.
Very Fast – Why use the mail when you can electronically file your tax returns? E-File is accurate – The program performs up-front checks and presents audits on potential e-file errors.
Easy – 1040Works new speed entry screens are intuitive, reducing tax preparation time and eliminating keystrokes with auto-complete data fields. E-File the federal and multiple state returns at the same time.
Quicker Refunds – E-File and your client can typically receive their refund with direct deposit in 8-15 days. Bank settlement products are also offered.
Peace of Mind – Receive an IRS and state acknowledgement assuring the agencies received the tax return you prepared. Use IRS’s "Where's My Refund" and the state websites to track refund status.
Payment Options –E-File allows the tax payer to choose electronic funds withdrawal or pay electronically by credit card. You can also file early and pay any balance due by April 15th.
New Speed Entry Screens allow you to enter a return in 3 minutes or less (1 W-2, 2 Dependents)
Transmit and e-file from within the software
Web-based E-File Center
Hot key Quick EF Lookup Tool displays e-file and bank status within the software
E-File and Bank Simulation available before the tax season
Debit card with line of credit
Numerous e-file and bank reports
Print bank RAL/RT/State checks in your office
Bank reports contain fee information and anticipated funding dates
Numerous bank products: Advance RAL/RT available within 5 minutes, Bank Checks, Direct Deposit, and Cash Card
Thousands of e-file and bank audits
Reject code details included in acknowledgement and viewable on screen
E-File available through October 20th
E-File Extensions for federal 1040, 1065, 1120, 1120S, and 990
E-File Extensions available for federal 1040, 1041, 1065, 1120, 1120S, and 990
E-File business returns: 1041, 1065, 1120, 1120S, 990, and associated schedules, forms, and K-1s
Click for Federal E-File Mandates
Register with the IRS to become an Electronic Return Originator (ERO). Complete Federal Form 8633 and receive your Electronic Filing Identification Number (EFIN).
Click to learn more about becoming an e-filer
Click for Federal E-File Mandates
The IRS is adding the Form 1040, Form 4868, and 21 1040-related forms and schedules to the Modernized e-File (MeF) platform. Refunds will be processed much faster than regular e-file and could be deposited within 3 days. The IRS is limiting the volume of returns allowed through this method.
2007 IRS E-File
Modernized e-File Available for Partnership Returns
Taxpayers who e-file are required to electronically sign their return by selecting a five-digit Personal Identification Number (PIN). The PIN serves as the electronic signature and eliminates the requirement of mailing paper to the IRS.
1040 E-File Schedules, Forms and States
1040 E-File Schedules – A, B, C, C-EZ, D, E, F, H, J, R, SE, EIC, W-2, W-2G, 1040, 1040A, 1040EZ, 1099R
1040 E-File Forms – 982, 1116, 1310, 2106, 2106EZ, 2120, 2210, 2210F, 2441, 2555, 2848, 3468, 3800, 3903, 4136, 4137, 4255, 4506, 4562, 4684, 4797, 4835, 4852, 4868, 4952, 4972, 5329, 5405, 5884, 5884-A, 6198, 6251, 6252, 6478, 6765, 6781, 8271, 8275, 8275R, 8283, 8332, 8379, 8396, 8582, 8582CR, 8586, 8606, 8609-A, 8611, 8615, 8801, 8812, 8814, 8815, 8821, 8822, 8824, 8826, 8828, 8829, 8834, 8839, 8844, 8846, 8853, 8862, 8863, 8867, 8874, 8878, 8880, 8881, 8885, 8886, 8889, 8901, 8903, 8914, 8915, 9465
1040 E-File States (All 42 states that offer e-file) – We e-file returns as State Only, Piggyback, and Direct, allowing you to e-file multiple states for each taxpayer. Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Georgia, Hawaii, Idaho, Illinois, Iowa, Indiana, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Utah, Vermont, Virginia, Washington D.C., West Virginia, Wisconsin
Available Business States
Michigan-SBT (1065, 1120, 1120S)
Massachusetts (1065, 1120, 1120S)
Click for State E-File Mandates
1041 E-File Schedules, forms and States
1041 E-File Schedules C, CEZ, D, E, F, H, I, J, K1
1041 E-File Forms – 1041, 1116, 2210, 3468, 3800, 4136, 4255, 4562, 4684, 4797, 4952, 4972, 5884, 6198, 6252, 6468, 6765, 6781, 8275, 8275R, 8582, 8582CR, 8586, 8609A, 8801, 8820, 8824, 8829, 8864, 8874, 8881, 8882, 8886, 8896, 7004 Extension
1041 E-File States – NY
1065 E-File Schedules, Forms and States
1065 E-File Schedules – D, K-1, M-3
1065 E-File Forms – 1065, 3468, 4255, 4562, 4684, 4797, 5884, 6252, 6478, 6765, 8271, 8283, 8586, 8609-A, 8611, 8824, 8825, 8826, 8834, 8835, 8844, 8846, 8861, 8874, 8881, 8886
1065 E-File States – CA, GA, ID, KS, MA, MD, MI, NY, UT, WI, and WI-Estimated Payments
1120 E-File Schedules, Forms and States
1120 E-File Schedules – D, M-3, N
1120 E-File Forms – 1120, 2200, 3468, 3800, 4136, 4562, 4626, 4684, 4797, 5884, 5884A, 6252, 6478, 7004, 8271, 8283, 8586, 8609A, 8611, 8824, 8834, 8835, 8844, 8846, 8861, 8874, 8878A, 8881, 8886, 8903, 8908, 8909, 8910, 8911, 8913, 8916A
1120 E-File States – CA, GA, ID, KS, MA, MD, MI, MO, NY, OR, UT, WI, and WI-Estimated Payments
1120S E-File Schedules, Forms and States
1120S E-File Schedules – D, K-1, M3, N
1120S E-File Forms – 1120S, 2220, 3468, 3800, 4136, 4562, 4626, 4684, 4797, 5884, 5884A, 6252, 6478, 7004, 8271, 8283, 8586, 8609A, 8611, 8824, 8825, 8826, 8827, 8834, 8835, 8844, 8846, 8861, 8874, 8878A, 8881, 8886, 8903, 8908, 8909, 8910, 8911, 8913, 8916A
1120S E-File States – CA, GA, ID, KS, MA, MD, MI,MO, NY, OR, UT, WI, and WI-Estimated Payments
990 E-File Schedules and Forms
990 E-File Schedules – A, B
990 E-File Forms – 990, 990-EZ, 2220, 4562, 8868
Option 1 1040Works E-File 1040
When you purchase 1040Works an integrated e-file module is included. Prepare federal and multiple-state returns at the same time. Transmit the e-file return to our web-based E-File Center via the Internet. We'll forward it to the IRS, the States and banks. You can even e-file the federal extension (Form 4868). A debit card with a multiple line of credit up to $500 is available to all approved EROs.
Option 2 1040Works E-File and Bank Services
1040Works includes bank services for all EROs who receive bank approval. 1040Works has contracted with Santa Barbara Bank and Trust (SBBT), Chase, and Republic Bank to offer your clients Refund Anticipation Loans, Advance Refund Anticipation/Refund Transfer Loans, Refund Transfers, Refund Transfer Direct Deposits, and State Refund Transfers. Print checks in your office, issue debit cards, or offer direct deposit. Preparer and bank fees can be deducted from the taxpayer's refund. Preparer bank rebates are also available.
Option 3 1040Works E-File 1041, 1065, 1120, 1120S, and 990
Electronic filing is available for business returns: 1041, 1065, 1120, 1120S, 990, and associated schedules, forms, and K-1s.
