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:
Note. 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.