E-file error: Federal return copy requirements
There are a few different messages you might get regarding attaching a federal return to the state. Some examples are:
Complete information must be made for Federal Copy Requirements.
Copy of Federal Return: You have selected the option to "Attach the federal XML created in the federal organizer", but the federal XML is not qualified. Create a qualified federal XML or select the option to "Attach a federal XML created just for state"
Federal Copy Requirements: Enter FEIN, Locator or Binder Number or Account Number.
This happens when a qualified XML copy of the federal return isn't attached to the state return.
Solution
If you've prepared the federal return in the program, open that return and create an XML e-file:
- InOrganizer, go to theFederal E-filefolder.
- SelectCreate E-file, then theCreate Federal E-filebutton.
- Make sure the return qualifies and is clear of any validation errors and reject diagnostics.
Once the federal XML is created and cleared of any errors, open the state return to attach it:
- Go toOrganizer,States, then theState E-Filefolder.
- SelectEnable/Create Returnsand go to theFederal Copytab.
- In the state row you're getting the error for:
- Select an option forFederal Copyin columnB.
- Enter theFederal EIN, theLocator Number, and theAccount Numberin the respective columns.
- Do a full recompute and recreate the e-file.
This information must be filled out even if you are attaching the Federal XML created in the Federal Organizer or using the State Copy option. You can find the locator number in the Organizer under or . The Return Number listed here is the locator number.
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E-file diagnostic: Federal Filer (Mandatory)
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