I recently uploaded draft form of 2015 tax return for IDOC. Since I filed my tax electronically, the only copy available to me is the draft form. And at the time of filing, because I e-filed, I didn’t sign the forms at all. I read in one of the CC thread somewhere that I can just sign on the draft form and date it for the actual filing date, then upload it since neither the original nor the final form is unavailable.
A several days after the upload of documents, the IDOC dashboard reads:
ALERT: "Tax Return – Draft” in Processed Documents below means the Federal Tax Return you submitted for that person was a draft version and cannot be processed. Please submit a final version of the return.
Do I have to request the copy of my return from IRS and re-upload? or submit directly to schools since deadline is fast approaching?
Well, you should have printed out or saved electronically a final copy of the actual return that was filed electronically. This is common sense. If you didn’t do that, you may have to request a tax transcript from the IRS. If you hired a tax preparer to do your return, contact that person for a copy of the final return. If you used an online service, log back in to your account and see if you can access and print out or download a copy of the final return.
I do have the login information. When I log in to retrieve my previous years return, the copy of the return available to me has a bold watermark imprint in the middle of all the pages with words “COPY ONLY DO NOT FILE”. I contacted e-file service company and they are telling me, I should down load the 2015 1040 form and transpose figures individually then print and submit it. Second option is to request a filed return from IRS. But the latter would take too long to receive which in any event I am going to do for future record keeping.
In the meantime I chose the first option. But I realized that the 2015 pdf form down loaded from from IRS has only first two pages of the return. The problem is that when i filed i attached Schedule E and Form 8880. I could not find these two blank pdf forms ANYWHERE to transpose the actual figures.
So I decided to submit first 2 pages that I transposed, watermarked schedule E and Form 8880 with IRS issued transcript with fingers crossed. Once IRS sends the original return in the near future, I will provide it and hope for the best.
I feel so foolish and stupid. It appears I am the only one in the CC community who didn’t make a copy of the tax return. A lesson be learned to me.