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Financial Planning / Tax Strategies


Subject:  Re: E-Filing Question Date:  4/14/2013  2:31 PM
Author:  irasmilo Number:  118427 of 127989

I want to e-file a tax return for a family member. This taxpayer does not have enough deductions to itemize, so they will be taking the standard deduction. That said, Schedule A does have some deductions listed on it as a result of the return preparation process. Now, Schedule A does not print when you print the return, but I was wondering what will happen when the return is e-filed. Perhaps, I should delete Schedule A before e-filing? Anyone have a standard procedure for this situation?

Just file the return as is. There are indicators within the e-file which indicate whether the return should be processed with a standard or itemized deduction. Any "extra" data is ignored.

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