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When To, and When Not To File

Module NJ 2.7. When To, and When Not To File. Often returns filed unnecessarily. Situation 1- Open and Shut Case. Review of Intake & Interview Form and tax documents clearly show that all below apply: Income is under filing threshold See 4012 Tab A No withholdings or estimated tax payments

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When To, and When Not To File

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  1. Module NJ 2.7 When To, and When Not To File Often returns filed unnecessarily NJ Integrated Training - 2007 Tax Season

  2. Situation 1- Open and Shut Case • Review of Intake & Interview Form and tax documents clearly show that all below apply: • Income is under filing threshold • See 4012 Tab A • No withholdings or estimated tax payments • No sale of bond or security, Schedule D • No IRA Rollover • Ineligible for EIC • No return need be filed • If TP requests, complete appropriate lines of 1040 noting “DO NOT FILE” on TP copy

  3. Situation 2 – Not So ClearDocuments Indicate Return May Be Necessary, Input Data • If Federal & State (no NJ 1040 or Tenant Rebate) Return are not required • Do not e-file • Print returns for TP with notation “DO NOT FILE” • If a Federal Return is required but not a NJ 1040 or Tenant Rebate, do not e-file NJ Return • If Federal Return is not required but NJ is required (rare, except for Tenant Rebate) • E-File both Federal and State • OR • If only a Tenant Rebate is required – complete manually

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