The Sprintax software will accurately check the information that you've provided and will determine if you're eligible to submit your federal tax return online. If you see the 'Proceed with e-file' option on Step 8 Finalizing, sub-step Download files you can attempt to e-file your return. Please have in mind that State tax returns and FICA refund claims cannot be e-filed and must be submitted on paper.
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:
1. If you have an ITIN;
2. Any names and SSN do not coincide with the information provided on Step 2 Getting to know you, sub-step About you;
3. The payment document does not have a EIN;
4. The W-2 form does not have a control number;
6. Your employer's state on your W-2 is entered as a full name instead of an abbreviation;
7. The 1042-S form does not have an unique code identifier;
8. Any of the income you earned is allocated as earned outside the USA;
9. You have capital gains income;
10. You have form 1099-NEC;
11. You have form 1099-MISC with box 4 higher than 0;
12. You have included one of the following documents - final pay slip, 1099-DIV, 1099-INT, 1099-G or 1099-B;
13. Self-employment income;
14. If you have Academic Expenses reported on Step 4 Offset your expenses;
15. You have claimed the Child Tax Credit;
16. If your gross income, taxable income and balance due is 0;
Important: If you feel like all these points do not apply to your case, please make the necessary correction on Step 3 - Let's talk money by ensuring that on the W-2 form, the employer's address state is written with the abbreviation (for example 'FL' instead of "Florida"). Additionally, please review your SSN reported on the form as it should be corresponding to the details you have provided on Step 2 Getting to know you, sub-step About you. After making the necessary correction(s), please pass through all the steps from the first to the last until the end to verify if the e-file button appears. If the e-file option does not appear, please submit your federal tax return on paper. Please note that the State tax return and FICA forms must be posted, as they cannot be submitted online.