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IRS e-file Delay for 2005 Forms

Information regarding the IRS's e-file delay for specific 2005 tax forms.

Published Jan 19, 2006 by lobo235
Last updated on Jan 20, 2006

I completed my taxes and tried to e-file them and I couldn't because I am using form 8863 which is the Education Credits (Hope and Lifetime Learning Credits) form. I got an error message that said "The IRS is temporarily restricting all tax returns nationwide from e-filing Form 8863." I called the IRS to see why they were temporarily not accepting e-filed returns that include form 8863. I was on the phone for about 45 minutes with a nice old lady who didn't know anything about this issue. I finally encouraged her to talk to her team leader and try to get some additional information and she pointed me to the following press release:

http://www.irs.gov/newsroom/article/0,,id=153344,00.html

A basic summary of the press release is that if you have any of the following forms you will not be able to e-file until the end of January:

Disaster-Related Forms:
Form 982, Reduction of Tax Attributes Due to Discharge of Indebtedness (and Section 1082 Basis Adjustments)
Form 8606, Nondeductible IRAs
Form 8863, Education Credits (Hope and Lifetime Learning Credits)
Form 8915, Qualified Hurricane Retirement Plan Distributions and Repayments
Form 3468, Investment Credit
Form 3800, General Business Credit
Form 5884-A, Credits for Employers Affected by Hurricane Katrina, Rita, or Wilma

General Tax Forms:
Form 8379, Injured Spouse Allocation
Form 8611, Recapture of Low Income Housing Credit
Form 8864, Biodiesel and Renewable Diesel Fuels Credit
Form 8896, Low Sulfur Diesel Fuel Production Credit
Form 8271, Investor Reporting of Tax Shelter Registration Number
Form 8886, Reportable Transaction Disclosure Statement

I hope this information helps someone else find the information they are looking for. It took me a long time to figure this out so I thought I would share it here to hopefully save you some time.

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