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1040 - Status by Modification Date Report

10 months ago

 

Updated

 

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This article provides information on how to generate the “Status by Modification Date” report. This report provides a list of returns and their current status that has been modified within the specified date range.

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Follow the instructions below to successfully generate a report:

1. Login Log in with a user with appropriate access level rights.

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6. To view the report on the screen, click the Quick View button. To print the report, click the Print button.

 

The following information is displayed on the report:

  • SSN – The Social Security Number of the primary taxpayer.

  • Last Name – The last name of the primary taxpayer.

  • Modified – The date the return was last modified.

  • Status - The current filing status of the return.

  • Refund – The requested refund on the return.

  • Rfd Type – The designator code for the distribution method requested for the refund.

  • EFIN – The EFIN under which the return was filed.

  • DCN – The Declaration Control Number assigned to the return.

  • State ID – The designator of the first state attached to the return.

  • StateII ID – The designator for the second state attached to the return (where applicable).

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