Preparer Notes can be used by the paid preparer, electronic return originator or taxpayer to provide additional, voluntary information related to the 1040 tax return but not required to be attached to it. These are added to the return in the same area where the Election Explanations and Regulatory Explanations are entered.
To access these screens through the Q&A Interview:
- From within your TaxAct® return (Online or Desktop), click on the Federal tab. On smaller devices, click the menu icon in the upper left-hand corner, then select Federal
- Click Miscellaneous Topics to expand the category and then click Additional Information for Electronic Filing to expand that section
- Click Electronic Filing Notes and Explanations, and then click Continue to reach the applicable screen. Click on any of the Info Icons on the screens for additional information on what should be entered on that particular screen.
Note that while this information will be electronically filed with the 1040 Federal return, it will not be transmitted to the state.
For Preparers or Desktop users, these items can also be added through the E-filing Information worksheet
(also called the Electronic Filing Worksheet
), which is the last worksheet listed in the Worksheet folder in the Forms Explorer. At the bottom of the worksheet there are separate sections for Preparer's Notes, Election Explanation, Regulatory Explanation or Explanation for Automatic 2 Month Extension for Taxpayers Out of Country.