Urgent Reminder: EFC and IRS E-filing Shutdown for TY 2019-2021 - Individual Returns

IRS has announced its MeF (e-file) shutdown and cutover for Tax Year 2021. To ensure that all Form 1040 tax returns e-filed through the MeF system are processed in a timely manner, submissions must occur before IRS shuts down the system on Saturday, November 26, 2022, at 11:59 p.m. Eastern time.

In order to allow the states ample time for processing these returns, the E-File Center (EFC) will stop accepting individual returns (both federal and state) for the current processing year on Tuesday, November 22nd at 11:59 pm Eastern Time.

1040 E-file submissions for Tax Years 2019, 2020 and 2021 are included in this change. Because not all state agencies process returns in “real-time”, this schedule should allow sufficient time for agencies to post their acknowledgements for the WK EFC to pick up. 

After the shutdown occurs, the EFC will not accept individual returns (federal and/or state) until IRS comes back online in early January 2023. However, preparers can continue picking up acknowledgments through mid-December.

Important to Note:

 

• Tax Year 2019 returns will no longer be eligible for e-filing by the EFC after Tuesday, November 22nd at 11:59 pm Eastern Time. Any acknowledgments must be retrieved by the user no later than mid-December for TY19 e-files. EFC for TY19 will not be available after mid-December 2022 to pick up these acks.

• Business Returns: Business returns are not affected by this schedule as IRS has not yet announced the business cutover schedule and will do so at a later time.

• Disaster Relief Extension to File: This shutdown will also affect taxpayers who received a disaster relief extension to file. If the disaster's extended due date falls within this shutdown time frame, you must do one of the following:
• Submit the returns electronically before the shutdown begins.
• Hold the return and transmit it when the IRS reopens in January.
• File them on paper after the shutdown.  If filed on paper, applicable opt-out documentation may be necessary. Please consult the taxing authority guidelines on how to opt out of electronic filing.

Reject R0000-904-03 - Software ID must have passed testing

Our Development team identified an issue with users who downloaded and installed the 990 module this morning.  

If you are seeing the rejection code below, please un-install the 1040 US Module and reinstall it. 

Rejection Code:  R0000-904-03 

For more info on how to uninstall/reinstall a module in SureFire, Please visit: 

https://surefiretaxsoftware.com/Help/Post?id=115

Updates are Available for Bank Products and more

Remember to always do Communications > Get Program Updates and also Communications > Get Module Updates daily to ensure you are up-to-date!

If nothing downloads the first time, here are some key updates you can download now to get the process started.

Federal Updates

1040 Individual 1.0  (12/31/2021)

State Updates

3Fund 1.0  (1/1/2022)
Fee Collect 1.0  (1/1/2022)
Refund Advantage 1.0  (1/4/2022)
Republic 1.0  (12/31/2021)
Santa Barbara 1.0  (1/1/2022)

How to use EFC Lookup & Ack Rehang

 

1. Log in to the TaxWise Solution Center, https://support.taxwise.com
   1. If you don't know your login information,
      login to https://surefiretaxsoftware.com and locate your Client ID
      and simply use the Forgot Password feature on
      the https://support.taxwise.com login screen to have it
      emailed to you *Make sure to check junk mail*
      
      
      
2. Once logged in simply click on return query to go to the next page.

 

3. Enter the SSN or EIN of the return and click Search. (Tax Year will default to the current tax year.)
   
   On this same screen, you can do REHANG of acknowledgements once you have looked them up.
   
   

4. The first screen displays General Information, including federal e-file and bank product status. Click the other links for information on the state e-file(s), refund disbursement and reject codes.

5. When you click Reject History, you will see a list of all rejects for this return. Double-click the most recent reject.
    
6. Click the Reject Code link to see the explanation for the reject and the actual value in the return that is causing the reject.

7. In the example below, the reject is caused by the SSN of the first dependent listed in the return. The SSN does not match what the IRS has on file.

 

How to add states to software

1. Go to http://support.taxwise.com
   
   
   
   
2. Click on Product Updates under the Preparer Solutions section.
   
   
   
3. Log in with your Client ID, username, and password if you are prompted to.
   
   *NOTE - If you don't know this information, you will need to make sure to log into http://surefiretaxsoftware.com and after you have logged in at the top you will need to click Get Help > Reset Admin Online Password*
   
   
   
4. Click the State Updates link in the upper-right corner.
   
   
5. Click the Add a State link.
   
   
6. Click the Add states to my package link.
   
   
7. Select the states you wish to add to your software
   
   
8. Once you have completed all this, wait about 10 minutes then in the Software go to Communications > Get PROGRAM UPDATES AND ALSO Communications > Get MODULE Updates... You must do BOTH of these!!
   
   

   How do I download the program, state, federal, and business updates for my Installed Tax Software?

   Anytime you need updates, simply do the following:
   
   • Click on [Communications] at the top
   • Next, click [Get Program Updates]
   • Next, click [Get Program Module Updates]