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Haven't seen any discussion of this on Fatwallet, but there's a new program this year for federal taxes this year that let anyone e-file for free if you are willing to do your taxes yourself. They're just fillable electronic forms, so it's not easy as TurboTax, but if you know what you're doing, these are a nice alternative.

http://www.irs.gov/efile/article/0,,id=201897,00.html

Doesn't do state taxes, but at least you don't have to pay some company in order to just transmit your return over the Internet no matter what your income is.

Member Summary
Most Recent Posts
The form 1099R is a secondary form that, like others, you can 'add' to your filing. It becomes part of a list of complet... (more)

Huskyguy2009 (Mar. 11, 2009 @ 2:46p) |

??????

    Xnarg (Mar. 11, 2009 @ 2:48p) |

    Wow. You guys are good. I finished my FreeFileFillableForms (it's cumbersome, but no worse than TurboTax, which I have... (more)

    RockyRidge (Mar. 12, 2009 @ 8:04p) |

    Quick Summary is created and edited by users like you... Add FAQ's, Links and other Relevant Information by clicking the edit button in the lower right hand corner of this message.
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    Available Forms:

    Form 1040EZ Form Name Available Date
    Form 1310 Statement of Person Claiming Refund Due of a Deceased Taxpayer 02/13/2009
    Form 4868 Application for Automatic Extension of Time to File U.S. Individual Income Tax Return Now
    Form 8379 Injured Spouse Allocation 02/13/2009
    Form 8888 Direct Deposit of Refund to more than 1 account 02/13/2009
    Form 9465 Installment Agreement Request 02/13/2009
    Form 1040ES Estimated Tax Payments 2/13/09


    Form 1040A Form Name Available Date
    Schedule 1 (Form 1040A) Interest and Ordinary Dividends for Form 1040A Filers Now
    Schedule 2 (Form 1040A) Child and Dependant Care Expenses for Form 1040A Filers Now
    Schedule 3 (Form 1040A) Credit for the Elderly and Disabled for Form 1040A Filers Now
    Schedule EIC Earned Income Credit Now
    Form 1040ES Estimated Tax Payments 02/13/2009
    Form 1310 Statement of Person Claiming Refund Due of a Deceased Taxpayer 02/13/2009
    Form 2120 Multiple Support Declaration 03/15/2009
    Form 2210 Underpayment of Estimated Tax by Individuals, Estates, and Trusts 02/13/2009
    Form 4868 Application for Automatic Extension of Time to File U.S. Individual Income Tax Return Now
    Form 8332 Release of Claim to Exemption for Child of Divorced or Separated Parents 02/13/2009
    Form 8379 Injured Spouse Allocation 02/13/2009
    Form 8615 Tax for Children Under Age 18/24 With Investment Income of More Than $1,800 02/13/2009
    Form 8812 Additional Child Tax Credit Now
    Form 8815 Exclusion of Interest From Series EE US Savings Bonds Issued After 1989 02/13/2009
    Form 8862 Information To Claim Earned Income Credit After Disallowance 02/13/2009
    Form 8863 Education Credits (Hope and Lifetime Learning Credits) Now
    Form 8880 Credit for Qualified Retirement Savings Contributions Now
    Form 8888 Direct Deposit of Refund to more than 1 account 02/13/2009
    Form 8901 Information in Qualifying Children Who Are Not Dependents 03/15/2009
    Form 8915 Qualified Hurricane Katrina Retirement Plan Dists and Repayments 02/13/2009
    Form 8917 Tuition and Fees Deduction Now
    Form 9465 Installment Agreement Request 02/13/2009


    Form 1040 Form Name Available Date
    Schedule A Itemized Deductions Now
    Schedule B Interest and Ordinary Dividends Now
    Schedule C Profit or Loss From Business Now
    Schedule C-EZ Net Profit from Business Now
    Schedule D Capital Gains and Losses Now
    Schedule D1 Schedule D-1 (Form 1040), Continuation Sheet for Schedule D Now
    Schedule E Supplemental Income and Loss Now
    Schedule EIC Earned Income Credit Now
    Schedule F Profit or Loss From Farming Now
    Schedule H Household Employment Taxes 02/13/2009
    Schedule J Farm Income Averaging 02/13/2009
    Schedule R Credit for the Elderly or the Disabled 02/13/2009
    Schedule SE Self-Employment Tax Now
    Form 1040V Payment Voucher Now
    Form 1040ES Estimated Tax Payments 02/13/2009
    Form 1116 Foreign Tax Credit Now
    Form 1310 Statement of Person Claiming Refund Due of a Deceased Taxpayer 02/13/2009
    Form 2106 Employee Business Expenses Now
    Form 2106EZ Unreimbursed Employee Business Expenses
    Now
    Form 2120 Multiple Support Declaration 03/15/2009
    Form 2210 Underpayment of Estimated Tax by Individuals, Estates, and Trusts 02/13/2009
    Form 2210F Underpayment of Estimated Tax by Farmers and Fishermen 03/31/2009
    Form 2439 Notice to Shareholder of Undistributed Long-Term Capital Gains 03/15/2009
    Form 2441 Child and Dependent Care Expenses Now
    Form 2555 Foreign Earned Income 02/13/2009
    Form 2555EZ Foreign Earned Income Exclusion 03/15/2009
    Form 3115 Application for Change in Accounting Method 03/31/2009
    Form 3468 Investment Credit 03/15/2009
    Form 3800 General Business Credit 02/13/2009
    Form 3903 Moving Expenses Now
    Form 4136 Credit for Federal Tax Paid on Fuels 02/13/2009
    Form 4137 Social Security and Medicare Tax on Unreported Tip Income 02/13/2009
    Form 4255 Recapture of Investment Credit 03/31/2009
    Form 4562 Depreciation and Amortization (Including Information on Listed Property) Now
    Form 4684 Casualties and Thefts 02/13/2009
    Form 4797 Sales of Business Property Now
    Form 4835 Farm Rental Income and Expenses 02/13/2009
    Form 4868 Application for Automatic Extension of Time to File U.S. Individual Income Tax Return Now
    Form 4952 Investment Interest Expense Deduction Now
    Form 4972 Tax on Lump Sum Distributions 03/15/2009
    Form 5329 Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts Now
    Form 5405 First-time Homebuyer Credit Now
    Form 5695 Residential Energy Credits Now
    Form 5884 Work Opportunity Credit 02/13/2009
    Form 6198 At-Risk Limitations 02/13/2009
    Form 6251 Alternative Minimum Tax-Individuals Now
    Form 6252 Installment Sale Income Now
    Form 6478 Credit for Alcohol Used as Fuel 02/13/2009
    Form 6765 Credit for Increasing Research Activities 03/15/2009
    Form 6781 Gains and Losses from Section 1256 Contracts & Straddles 02/13/2009
    Form 8082 Notice of Inconsistent Treatment or Administrative Adjustment Request 03/31/2009
    Form 8275 Disclosure Statement 03/31/2009
    Form 8275R Regulation Disclosure Statement 05/01/2009
    Form 8283 Noncash Charitable Contribution Now
    Form 8332 Release of Claim to Exemption for Child of Divorced or Separated Parents 02/13/2009
    Form 8379 Injured Spouse Allocation 02/13/2009
    Form 8396 Mortgage Interest Credit 02/13/2009
    Form 8582 Passive Activity Loss Limitations 02/13/2009
    Form 8582-CR, Passive Activity Credit Limitations 02/13/2009
    Form 8586 Low-Income Housing Credit 03/15/2009
    Form 8594 Asset Acquisition Statement 03/31/2009
    Form 8606 Nondeductible IRAs Now
    Form 8609A Annual Statement for Low-Income Housing Credit 05/01/2009
    Form 8611 Recapture of Low-income Housing Credit 03/31/2009
    Form 8615 Tax for Children Under Age 18/24 With Investment Income of More Than $1,800 02/13/2009
    Form 8621 Return by a Shareholder of a Passive Foreign Investment Co. or Qualified Electing Fund 03/15/2009
    Form 8689 Allocation of Individual Income Tax to the US Virgin Islands 03/31/2009
    Form 8697 Interest Computation Under the Look-Back Method for Completed Long-Term Contracts 03/31/2009
    Form 8801 Credit for Prior Year Minimum Tax - Individuals, Estates and Trusts Now
    Form 8812 Additional Child Tax Credit Now
    Form 8814 Parents' Election To Report Child's Interest and Dividends 02/13/2009
    Form 8815 Exclusion of Interest From Series EE US Savings Bonds Issued After 1989 02/13/2009
    Form 8820 Orphan Drug Credit 05/01/2009
    Form 8824 Like-Kind Exchanges 02/13/2009
    Form 8826 Disabled Access Credit 03/31/2009
    Form 8828 Recapture of Federal Mortgage Subsidy 03/31/2009
    Form 8829 Expenses for Business Use of Your Home Now
    Form 8833 Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b) 03/31/2009
    Form 8839 Qualified Adoption Expenses 02/13/2009
    Form 8844 Empowerment Zone and Renewal Community Employment Credit 02/13/2009
    Form 8845 Indian Employment Credit 03/31/2009
    Form 8846 Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips 02/13/2009
    Form 8847 Credit for Contributions to Selected Community Development Corporations 05/01/2009
    Form 8853 Archer MSAs and Long-Term Care Insurance Contracts 02/13/2009
    Form 8859 District of Columbia First-Time Homebuyer Credit 03/15/2009
    Form 8860 Qualified Zone Academy Bond Credit 03/31/2009
    Form 8862 Information To Claim Earned Income Credit After Disallowance 02/13/2009
    Form 8863 Education Credits (Hope and Lifetime Learning Credits) Now
    Form 8864 Biodiesel and Renewable Diesel Fuels Credit 03/15/2009
    Form 8865 Return of U.S. Persons With Respect to Certain Foreign Partnerships 05/01/2009
    Form 8874 New Markets Credit 05/01/2009
    Form 8880 Credit for Qualified Retirement Savings Contributions Now
    Form 8881 Credit for Small Employer Pension Plan Startup Costs 03/31/2009
    Form 8882 Credit for Employer - Provided ChildCare Facilities and Services 03/31/2009
    Form 8885 Health Coverage Tax Credit 03/15/2009
    Form 8886 Reportable Transaction Disclosure Statement 03/31/2009
    Form 8888 Direct Deposit of Refund to more than 1 account 02/13/2009
    Form 8889 Health Savings Accounts (HSAs) Now
    Form 8891 US Information Return for Beneficiary of Certain Canadian Registered Retirement Plans 03/15/2009
    Form 8901 Information in Qualifying Children Who Are Not Dependents 03/15/2009
    Form 8903 Domestic Production Activities Deduction 02/13/2009
    Form 8906 Distilled Spirits Credit 05/01/2009
    Form 8907 Nonconventional Source Fuel Credit 03/31/2009
    Form 8908 Energy Efficient Home Credit 03/31/2009
    Form 8909 Energy Efficient Appliance Credit 03/31/2009
    Form 8910 Alternate Motor Vehicle Credit 02/13/2009
    Form 8911 Alternate Fuel Vehicle Refueling Credit 03/31/2009
    Form 8914 Exemption Amount for Taxpayers Housing Individual Displaced by a Natural Disaster 02/13/2009
    Form 8915 Qualified Hurricane Katrina Retirement Plan Dists and Repayments 02/13/2009
    Form 8917 Tuition and Fees Deduction Now
    Form 8919 Uncollected Social Security and Medicare Tax on Wages 02/13/2009
    Form 8930 Midwestern Disaster Area Distributions 02/13/2009
    Form 9465 Installment Agreement Request 02/13/2009
    Form 982 Reduction of tax attributes due to discharge of indebtedness Now
    Form T Forest Activities Schedule 05/01/2009

    Thanks OP...I missed this when I looked at the
    IRS site recently.

    ANY STATE'S DOING IT FOR FREE ALSO ?

    Thanks OP.

    There is also a very useful excel spreadsheet that does pretty much the same thing (except no e-file) available at here. I have used it for 2 years now and found that it always seems to work correctly.

    If your only concern about e-filing is the cost, then this certainly is a great alternative.

    But if you have privacy concerns, but aware that this service is not provided by the IRS. The IRS only provides a link to the service on its web site. A private company, unaffiliated with the IRS, runs the web site where you fill out the forms and then submits your data to the IRS when you are ready to file. Like any other e-file provider, this company is required to keep a copy of your tax return in its file for a period of several years.

    Unlike the state web sites that let you electronically file your tax returns, there is still no way for individuals to directly file their taxes electronically with the IRS.

    Privacy Statement.

    I tried this option that the IRS is offering, and thought some of you might be interested in how it works. My thoughts on it follow:

    1. The entire process is in Flash; you must have version 9 or higher. Not very pleased with this since Flash is notoriously insecure and it seems like there are daily reports of someone using a Flash based exploit for malfeasance of some kind.

    2. You need to know before you start exactly which forms you will require. If you accidentally use a wrong form (for instance, 1040A instead of 1040) you have to start all over again - it will not carry over your data.You also have to manually enter your total exemption amount, standard deduction if you use that, and your tax amount so you really need to have a hard copy of your return in front of you before you start. There are no tax tables or anything else available for reference in the program.

    3. Form navigation is not very intuitive. Took me a little while to get used to using their buttons at the bottom of the screen - "Do the math" is not exactly informative when you don't know what fields require it and what fields must be completed manually. One tip - use that button to calculate your total number of deductions after entering each one manually above.

    4. I did discover that they had links within the 1040 mislabeled for Schedule C forms - the one for the taxpayer is labeled spouse, and the one for the spouse is labeled taxpayer. I used the one labeled spouse for mine and it went through correctly (I am single).

    5. Form fields are not easily visible. It took forever for me to find the actual fields on a 1099 form (hint - the sender's name goes at the very bottom of the big box labeled Payers Name; there is a huge blank space above the name field. The address lines below that show boxes for the fields). Also, if you need to enter a YES or NO on a form line beside the amount, those fields are there - just click left of the amount box.

    6. Speaking of forms - you don't actually fill out your W2, 1099 etc. until you complete the entire return. Just before you get ready to efile, they inform you that you need to fill these out. And they won't accept the return for efiling without complete payer information including EIN.

    7. Either disable your popup blocker, or allow that domain for popups; to print your return, they pop up a pdf document. They provide no notice that it has been blocked; you just don't see anything happen when you click on the selection to print your return.

    8. Don't know if this is true for all returns, but my efile was handled by Intuit according to the email address on the filing notification email.

    9. The acceptance notification does not provide your declaration control number, nor can you find it by logging back into your return on the website. This is a major problem - if you need to follow up on an electronic filing, you need that number.

    Overall, I give this new method about a C-. With any luck, they will improve on this in coming years. Hope that some of you find this helpful.

    Ruth

    Any truth to the rumor that back when the e-file was first being created, promises were made to lobbyists from the tax software industry (Turbo Tax, etc.) that there would never be a direct way to efile. This was a concession to get the support of the tax software and tax preparation industries.

    Don't know if it is true - but it sure seems that way. Many of the foreign countries I deal with just have a fairly simple form that you access from a government website to put in your final numbers and remit your payment from your checking account. But here in one of the most technicalogically advanced countries in the world - we have to monkey around with third parties to e-file?

    underthegun said: Any truth to the rumor that back when the e-file was first being created, promises were made to lobbyists from the tax software industry (Turbo Tax, etc.) that there would never be a direct way to efile. This was a concession to get the support of the tax software and tax preparation industries.

    Don't know if it is true - but it sure seems that way. Many of the foreign countries I deal with just have a fairly simple form that you access from a government website to put in your final numbers and remit your payment from your checking account. But here in one of the most technicalogically advanced countries in the world - we have to monkey around with third parties to e-file?


    I would say that is a fairly straightforward assumption, as there is no good reason to disallow direct filing through the IRS. Given the amount of work that has been spent producing redundant systems, the IRS is obviously holding back from producing their own for a reason.

    As for proof, until a congresscritter chooses to confess, we'll never know.

    underthegun said: Any truth to the rumor that back when the e-file was first being created, promises were made to lobbyists from the tax software industry (Turbo Tax, etc.) that there would never be a direct way to efile. This was a concession to get the support of the tax software and tax preparation industries.

    Don't know if it is true - but it sure seems that way. Many of the foreign countries I deal with just have a fairly simple form that you access from a government website to put in your final numbers and remit your payment from your checking account. But here in one of the most technicalogically advanced countries in the world - we have to monkey around with third parties to e-file?


    Yes, the Free File Alliance (which is sponsoring this particular web site) is the lobbying arm of the tax preparation industry. They have gotten Congress to send messages to the IRS loud and clear that they will never provide taxpayers with a direct means of electronic tax preparation.

    Here are just some of the messages:
    This bill was introduced with 112 cosponsors.
    The following year, this bill was introduced with 115 cosponsors (See Section 1(b)(2) -- the first line on page 3).

    Here is a letter from the executive director of the FFA (available only in google cache) to certain members of Congress highlighting their position.

    The IRS also wanted to open a web site called myIRSaccount.gov. This web site would have let taxpayers directly check the status of their tax accounts and see copies of their tax returns and so forth. This has been blocked by the tax preparation industry. They insist that the IRS should develop a portal through private providers to provide the functionaliity. Their position is that it would be "too confusing" for taxpayers to go to one web site to prepare and e-file their tax returns and to another site to check the status of their tax accounts.

    I-CAN! E-file can help you file your taxes for FREE. There is no income limit to use I-CAN! E-file. Just answer simple questions on each screen and print your completed tax return. I-CAN! E-file can also e-file (electronically file) your return to the IRS (and your state if applicable).

    You can use I-CAN! E-file to file your Federal and state return if you lived and worked all year in one of the following states: California, Michigan, New York, Pennsylvania or Montana. If you lived and worked all year in Alaska, I-CAN! E-file will add your Permanent Fund Dividend on your federal return.

    You cannot use I-CAN! E-file to file your State return by itself; you can do your Federal and State returns together or your Federal return by itself.
    Let I-CAN! E-file do the paperwork for you and get your refund Fast, Free and Easy!

    You can generally use I-CAN! E-file unless you own a business, are a church employee or clergy member, sold real estate in 2008 or you or your employer have a non-US address. If you are in the military or you are disabled you may be eligible for tax credits that are not included in I-CAN! E-file.

    http://www.icanefile.org/

    That is good to know. I may give it a whirl whenever I finally get my W2.

    I don't get why the IRS keeps saying every year they want more people to e-file, but don't allow the taxpayer to e-file directly. I understand if they want to leave the guidance and wizards to the tax prep companies, but you should be able to at least fill in the numbers on the form and submit it directly to the IRS. I don't like the idea of handing over my sensitive information to some fly-by-night Internet startup that may not be as secure as they would like us to believe.

    Anyone have any ansers to these problems that I have called & emailed the irs about to no avail?

    1)I have my 2008 1040 partially filled using Free File Fillable
    Forms as well as Form8889 & Schedules B&D

    1040 & Formm 8889 save to my computer offline & can be
    printed
    Schedules B&D
    cannot be printed why?

    I can save it all to my computer but cannot view schedules b&d offline
    (nor print them): I CAN view & print 1040 & form 8889 offline

    when I logback on , scedules B&D are still
    there along with 1040 & form 8889


    2)Also, how do I add another Schedule B once I reum out of room on the 1st
    page of Sched B?

    I have just spent 3 hours on at
    8008291040 & 8662550654 & not a single rep could help

    zjts said: Anyone have any ansers to these problems that I have called & emailed the irs about to no avail?

    1)I have my 2008 1040 partially filled using Free File Fillable
    Forms as well as Form8889 & Schedules B&D

    1040 & Formm 8889 save to my computer offline & can be
    printed
    Schedules B&D
    cannot be printed why?

    I can save it all to my computer but cannot view schedules b&d offline
    (nor print them): I CAN view & print 1040 & form 8889 offline

    when I logback on , scedules B&D are still
    there along with 1040 & form 8889


    2)Also, how do I add another Schedule B once I reum out of room on the 1st
    page of Sched B?

    I have just spent 3 hours on at
    8008291040 & 8662550654 & not a single rep could help


    Remember, although the IRS links to this web site, it does not operate this web site and cannot help you with problems with this web site.

    But, gee, there is an FAQ link right on the very first page of the web site.
    I wonder what it says?

    Q: Who do I call if I need help signing in to Free File Fillable Forms, retrieving my tax return, or need help with technical difficulties?
    A: Taxpayers who experience technical difficulties with Free File Fillable Forms may send an email to irs.gov.website.helpdesk@speedymail.com or you may call the IRS.gov Web Site Help Desk at (800) 876-1715. Caution: DO NOT submit tax related questions to this email address. The IRS.gov website help desk does not respond to questions about tax law, tax forms or personal related inquiries about your tax account. If you have a tax question that you can't answer after checking www.IRS.gov, you may want to call IRS toll-free tax tax assistance line at (800) 829-1040.
    IRS.gov website help desk Hours of Operation:
    # December 1 - January 30, 7am-7pm, CST M-F
    # February 2nd - April 15 7am-11pm, CST M-F
    # First two Saturdays in April (4th, 11th): 7am-7pm CST (calls, emails and chats)
    # Sunday April 12th: 7am-7pm CST
    # April 16th - May 31st 7am-7pm CST M-F
    # The IRS.gov website help desk will normally be closed on federal holidays

    I warn anyone away from Free File Fillable Forms. The forms are not at all intuitive, navigation is difficult, tax tables are not referenced, and the print capability is incomplete. This is a typical, botched federal government job.

    My return was "accepted" on February 11, after I experienced quite a bit of difficulty getting the process to accept a 1099R (see notes in an earlier post). About the time that I expected a refund (one month after return acceptance), I received a letter instructing me to file a Schedule D to support a small long term capital loss on 1040 line 13, and to expect to wait another 6-8 weeks (interpretation: at least another two months) before receipt of a refund.

    If you do not want to spend on TurboTax or some other electronic filing method, you will be better off mailing your forms on paper.

    NC in Coinnecticut

    Huskyguy2009 said: I warn anyone away from Free File Fillable Forms. The forms are not at all intuitive, navigation is difficult, tax tables are not referenced, and the print capability is incomplete. This is a typical, botched federal government job.
    This web site is NOT a "federal government job."
    As discussed above, this web site was developed by and is operated and maintained by the Free File Alliance.

    The FFA is the lobbying organization of the tax preparation industry and their mission is to prevent the federal government from instituting an e-file system of its own, so that they won't eat into the profits of the tax preparation industry.

    Huskyguy2009 said: I warn anyone away from Free File Fillable Forms. The forms are not at all intuitive, navigation is difficult, tax tables are not referenced, and the print capability is incomplete. This is a typical, botched federal government job.

    My return was "accepted" on February 11, after I experienced quite a bit of difficulty getting the process to accept a 1099R (see notes in an earlier post). About the time that I expected a refund (one month after return acceptance), I received a letter instructing me to file a Schedule D to support a small long term capital loss on 1040 line 13, and to expect to wait another 6-8 weeks (interpretation: at least another two months) before receipt of a refund.

    If you do not want to spend on TurboTax or some other electronic filing method, you will be better off mailing your forms on paper.

    NC in Coinnecticut
    Where did you enter the info from the 1099-R, on line 15a "IRA Distributions" of form 1040?

    FWIW, you mention "notes in an earlier post," but I don't see those in this thread.

    fallbird said: The FFA is the lobbying organization of the tax preparation industry and their mission is to prevent the federal government from instituting an e-file system of its own, so that they won't eat into the profits of the tax preparation industry.
    Exactly. The crippled nature of this site is a feature, not a bug.

    I've been a DIY 1040 filer for a number of years now, on paper. At first it seemed that this year they had actually implemented a sensible efiling system that could be used by individuals. The "freefillableforms" site is most certainly not it.

    Long story short, the system simply ignored two of the completed schedules when filing. Thankfully, the IRS rejected the incomplete submission and I was able to send it in the old fashioned way.

    The tax preparation industry's continued success in torpedoing direct IRS efiling is about as clear an example as any that exist of a concentrated interest winning out over the public interest, and an obvious opportunity for cost savings squandered.

    biomedeng said: Thanks OP.

    There is also a very useful excel spreadsheet that does pretty much the same thing (except no e-file) available at here. I have used it for 2 years now and found that it always seems to work correctly.


    Thanks! I'll be using this to verify the numbers in my return this year.

    Xnarg said: Huskyguy2009 said: I warn anyone away from Free File Fillable Forms. The forms are not at all intuitive, navigation is difficult, tax tables are not referenced, and the print capability is incomplete. This is a typical, botched federal government job.

    My return was "accepted" on February 11, after I experienced quite a bit of difficulty getting the process to accept a 1099R (see notes in an earlier post). About the time that I expected a refund (one month after return acceptance), I received a letter instructing me to file a Schedule D to support a small long term capital loss on 1040 line 13, and to expect to wait another 6-8 weeks (interpretation: at least another two months) before receipt of a refund.

    If you do not want to spend on TurboTax or some other electronic filing method, you will be better off mailing your forms on paper.

    NC in Coinnecticut
    Where did you enter the info from the 1099-R, on line 15a "IRA Distributions" of form 1040?

    FWIW, you mention "notes in an earlier post," but I don't see those in this thread.

    The form 1099R is a secondary form that, like others, you can 'add' to your filing. It becomes part of a list of completed forms that will typically include your 1040, Schedules A, B, D, etc. and all supporting W2s and 1099s. I had the same problems with my 1099R as starshiphome had, as he explained, "Form fields are not easily visible. It took forever for me to find the actual fields on a 1099 form (hint - the sender's name goes at the very bottom of the big box labeled Payers Name; there is a huge blank space above the name field. The address lines below that show boxes for the fields). Also, if you need to enter a YES or NO on a form line beside the amount, those fields are there - just click left of the amount box."

    Incidentally, I failed to mention it but I had already completed an FFFF Schedule D! As happened to Quidnam, both Schedules B and D were dropped from my file. I tend to agree with Quidname: the FFFF experience is a clever way to torpedo free electronic filing. Shame on Uncle Sam (again) for agreeing to leave its imprimatur on the FFFF site at all.

    NC in CT

    The form 1099R is a secondary form that, like others, you can 'add' to your filing. It becomes part of a list of completed forms that will typically include your 1040, Schedules A, B, D, etc. and all supporting W2s and 1099s. I had the same problems with my 1099R as starshiphome had, as he explained, "Form fields are not easily visible. It took forever for me to find the actual fields on a 1099 form (hint - the sender's name goes at the very bottom of the big box labeled Payers Name; there is a huge blank space above the name field. The address lines below that show boxes for the fields)...."

    Incidentally, I failed to mention it but I had completed an FFFF Schedule D in early February! It's still there... As happened to Quidnam, both Schedules B and D were dropped from my file before it reached the IRS. I agree with Quidnam: the FFFF experience itself is a clever way to torpedo free electronic filing. Shame on Uncle Sam (again) for agreeing to leave its imprimatur on the FFFF site at all, and shame again for missing the cost-saving opportunity. Having experienced it, no one will use FFFF.

    NC in CT

    The form 1099R is a secondary form that, like others, you can 'add' to your filing. It becomes part of a list of completed forms that will typically include your 1040, Schedules A, B, D, etc. and all supporting W2s and 1099s. I had the same problems with my 1099R as starshiphome had, as he explained, "Form fields are not easily visible. It took forever for me to find the actual fields on a 1099 form (hint - the sender's name goes at the very bottom of the big box labeled Payers Name; there is a huge blank space above the name field. The address lines below that show boxes for the fields)..."

    Incidentally, I failed to mention it but I had already completed an FFFF Schedule D! I know because it's still out there. As happened to Quidnam, both Schedules B and D were dropped from my file. I tend to agree with Quidname: the FFFF experience is a clever way to torpedo free electronic filing. Shame on Uncle Sam (again) for agreeing to leave its imprimatur on the FFFF site at all.

    NC in CT

    ??????

      Wow. You guys are good. I finished my FreeFileFillableForms (it's cumbersome, but no worse than TurboTax, which I have used for a decade) and then it absolutely refused to print. It downloaded a file named ttaxol but didn't do anything with it. When I tried to open it I got a message that it wasn't a proper ColorSync file. Huh? Then I saw mention here of a PDF file! I tried to open it with Acrobat Reader and - magic. Apparently the file extension FFFF uses is either wrong or not compatible with Mac OS X. All's well that ends well. Thanks for the help.



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