How to Paper File an RT (refund transfer/bank product)

How to Paper File an RT (refund transfer/bank product)

Before this process can begin the end user must have attempted to efile the return sending the bank application to the appropriate bank. 

An IRS rejection is required to paper file an RT or the following error will occur.

 

 

 

  1. From within the return select the Print from the menu options.
  2. Select Paper File RT Return
  3. Choose the Filter button to verify the Mailable Set has print option checked & Close window.
  4. Verify Selected Printer is correct & Print return for paper file.