Does anyone know if I can view a return that I e-filed but no longer have the file for?

Forum|Forum|2 years ago
May 24, 2024
2 replies
13 views

I recently e-filed a clients return, it was accepted, printed out a hard copy for the client and it was completed. Now 3 weeks later they are attempting to get a loan to buy a home and would like me to send an electronic copy to their loan officer. Usually, this is no problem. However, I went to open the file and it is like I never completed the return. There is a ton of errors, none of the info is entered and it looks like a freshly transferred file. I have no idea what happened. I tried restoring from my back up that I have sync'd to the computer and it looks the same. What is funny is that the status shows it "EF Accepted" which it should be as, like I said, it was already done. It got me to thinking though. Could there be a file that I could restore from or at the very least view and be able to forward to their loan officer without reconstructing the entire return? I know I gave them a paper copy and that version could be used if need be. Any ideas?

ProSeries Professional

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IRonMaN

Level 15

Learn from your mistakes and never rely on the program to help you out in the future. Once the return is done, either keep a paper or pdf copy for future reference.

The client or you can't scan the paper copy that you provided to them to make the loan company happy?

Slava Ukraini!

PATAX

Level 12

As far as I know, regulations state that we should give them "a" copy. "A" is singular and not plural, therefore it appears to me that you have fulfilled your obligation. I would tell them to use the copy they have.

Camp1040

Level 10

Your client can't verbly request that you send a copy of their tax return to a 3rd party. You need to have a signed copy of that request in your possession. I can't remember the exact penalty, but $25K sticks in my mind.I would do as @PATAX said!

IRonMaN

Level 15

"I can't remember the exact penalty, but $25K sticks in my mind"

Yeah, you are supposed to get written approval. But out of curiosity, does anybody have any statistics on how many of those dollars the IRS has collected when a tax preparer provides a copy of a return based on a client's verbal request? Along the same lines, how did they catch all of those outlaws that have committed that crime against humanity? Is there a tip line to report those hardened criminals? 😁

Slava Ukraini!

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