@stech wrote:
Yes I can still efile 2018 using proconnect
if it’s not correct to allow anyone to use their proconnect to efile, then what is the purpose of “self-prepared” option?
I only have 2 W2s, (myself and spouse) no other deduction etc. simple return. I would still prefer to efile to speed the process of refund check
if I choose mail in return to get direct deport, how certain are you that I will get direct deposit?
At this point I don't know who I am speaking to ... the owner of the proseries or the family member but let me clarify this for you ... the self prepared option is used ONLY if the client comes in with a completed return and only wants the ERO to transmit it. To do this they must key in all the info from the presented ink signed paper return just as if they had prepared it themselves. Then they keep a copy of the 8979 & the signed return in their files in case of an audit.
This is NOT so the taxpayer can use the program to efile their own return ... there are rules to be followed when you agree to be an ERO no matter who completes the return in the professional program.
Now since the preparer must SEE the entire return & keep copies of the W-2 forms I cannot possibly understand why "he" will not simply prepare and file the return for you since it is a simple return. Not sure what the hesitation is at all ... again this is a conversation the 2 of you need to have.
