🔎 Please note that there are certain limitations to the e-filing service and you will not be able to e-file your Federal return if any of the following applies to you:
• If you have an ITIN;
• Any names and SSN do not coincide with the information provided on Step 2 Getting to know you, sub-step About you;
• The payment document does not have a EIN;
• The W-2 form does not have a control number;
• Your employer's state on your W-2 is entered as a full name instead of an abbreviation;
• The 1042-S form does not have а Unique Form Identifier;
• Any of the income you earned is allocated as earned outside the USA;
• You have capital gains income;
• You have form 1099-NEC;
• You have form 1099-MISC with box 4 higher than 0;
• You have included one of the following documents - final pay slip, 1099-DIV, 1099-INT, 1099-G or 1099-B;
• Self-employment income;
• If you have Academic Expenses reported on Step 4 Offset your expenses;
• You have claimed the Child Tax Credit;
• If your gross income, taxable income and balance due is 0;
⚠️ NOTE: If you feel like none of these points apply, please correct Step 3 - Let's Talk Money by using the employer's state abbreviation on the W-2 form (e.g., 'FL' instead of 'Florida'). Also, verify your SSN matches the info in Step 2 - Getting to Know You, About You. After corrections, review all steps to see if the e-file button appears. If it doesn’t, submit your Federal tax return by paper.