Preparer Notes can be used by the paid preparer, electronic return originator, or taxpayer to provide additional, voluntary information related to the Form 1040, but it is not required to attach it. These notes are added to the return in the same area where the Election Explanations and Regulatory Explanations are entered.
Online
Dashboards
From within your TaxAct return, click Resources.
On smaller devices, click the menu at the top left corner of your screen, then make your selection.
Under Tools, click Federal Search.
Click the Miscellaneous Topics drop-down, then click the Additional Information for E-Filing drop-down and select E-Filing Notes and Explanations.
Continue with the interview process to enter all the appropriate information. Click on any of the Info icons on the screens for additional information on what should be entered on that screen.
Classic
From within your TaxAct return, click Federal.
On smaller devices, click the menu at the top left corner of your screen, then make your selection.
Click the Miscellaneous Topics drop-down, then click the Additional Information for E-Filing drop-down and select E-Filing Notes and Explanations.
Continue with the interview process to enter all the appropriate information. Click on any of the Info icons on the screens for additional information on what should be entered on that screen.
Desktop
Used by both Professionals and Individuals using the desktop program.
From within a TaxAct return, click Forms in the options bar to view the Forms Explorer (if it is not already visible).
Click Federal from the drop-down in forms explorer, then click the Information Worksheets drop-down.
Click E-Filing Notes and Explanations. When you scroll down, there are separate sections for Preparer's Notes, Election Explanation, Regulatory Explanation, or Explanation for Automatic 2 Month Extension for Taxpayers Out of Country.
Note. While this information will be e-filed with the 1040 Federal return, it will not be transmitted to the state.
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