District of Columbia individual income tax returns may be filed electronically for the 2020 tax year by utilizing the Federal/State Electronic Filing Program. This program allows you to file both the federal and District of Columbia returns in one transmission. The state tax data is subsequently retrieved by the District of Columbia Office of Tax and Revenue (hereafter referred to as "DC OTR").
Currently, the Ogden IRS Service Center supports District of Columbia for electronic filing. Therefore, the District of Columbia electronic return will be transmitted to the Ogden Service Center regardless of the location of the Electronic Return Originator (ERO).
Before District of Columbia returns may be filed electronically, you must apply for acceptance into the Federal/State Electronic Filing Program. To participate, participants must first be accepted by the IRS. For more information regarding the federal application process, see IRS Publication 1345 and IRS Publication 3112. You may also call the IRS ERO helpline at 1-866-255-0654 or visit http://www.irs.gov/Tax-Professionals/e-File-Providers_&-Partners/Become-an-Authorized-e-file-Provider.
District of Columbia will allow most returns to be filed electronically if they meet the criteria set by the IRS. The following list is not all inclusive, but provides the common types of returns acceptable for electronic filing:
The following District of Columbia forms are eligible for electronic filing:
Returns which are excluded or disqualified from electronic filing at the federal level may not be filed electronically at the state level. Additional state exclusions include:
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Note: Not all states can eFile extensions; states that do not allow eFiled extensions will be extended via paper extension forms. The federal return can be extended by paper or electronically. State-only eFiled District of Columbia returns are allowed.
The District of Columbia electronic file is created, released and transmitted simultaneously with the federal electronic file. The file will be transmitted to the IRS Ogden Service Center and the state tax data will subsequently be retrieved by the DC OTR. Therefore, no additional steps are required during this stage of processing.
The District of Columbia will accept returns for tax year 2020 transmitted from the opening of filing season 2021 through April 15, 2021 for timely filed returns. The last day for retransmission of rejected timely filed returns is April 15, 2021. The last day Federal/State District of Columbia returns may be transmitted is 10/15/2021. The last day for retransmission of rejected Federal/State District of Columbia returns is 10/22/2021.
The presence of an electronically filed state return will be indicated by the appearance of the state's standard two-letter postal abbreviation (DC) in the State column of the Electronic Filing Status Report. This report may be found by clicking on the Electronic Filing icon and selecting Reports/Status. Once the DC OTR has retrieved the state tax data, an acknowledgment will be issued indicating acceptance or rejection. If you are a service bureau customer,
The Status Report is updated only when you communicate (send or receive) electronic filing information. It is up to you to initiate this communication.
If a return is rejected by the IRS, a rejection code will be issued. In some cases, the DC OTR will issue a rejection code. The Electronic Filing Status Report will allow you to look at the reason(s) for the rejection. You may view both IRS and District of Columbia rejections in the Electronic Filing Status Report by clicking on Rejection Detail.
Returns eligible for District of Columbia electronic filing will have Form D-40E, District of Columbia Individual Income Tax Declaration for Electronic Filing, included with the completed return. Form D-40E should be reviewed thoroughly before it is presented to the taxpayer for explanation and signature. Signatures are required of the taxpayer (and spouse, if applicable) and the ERO. If the ERO is not the paid preparer, then the paid preparer must also sign the form. Form D-40E is to be signed and dated BEFORE the return is transmitted to the IRS.
It is the responsibility of the ERO to retain Form D-40E, along with all required attachments. The following should be attached to Form D-40E:
The Form D-40E should be retained by the ERO for a period of three (3) years beginning December 31st of the current processing year. The entries appearing on Form D-40E must match the entries on the corresponding lines of the electronic return. The ERO is required to provide a copy of the completed, signed Form D-40E to the taxpayer(s).
If the electronic return preparer changes the electronic tax data after the taxpayer signature has been obtained, but prior to transmitting the return, a new Form D-40E must be prepared. However, a new Form D-40E is not required if only non-substantive changes are made (e.g., transposition errors, misplaced entries, spelling errors or arithmetic corrections to the return which cause the District of Columbia taxable income to change by no more than $150 or the District of Columbia refund to change by no more than $100). These changes may be made on the face of the signed Form D-40E and a line drawn through the incorrect information. The changes must be initialed by the person making the changes.
If errors are found after the return has been transmitted and accepted, an amended return must be filed by mail. Amended returns may not be filed electronically.
The DC OTR will accept electronically filed balance due returns.
If an electronically filed return has a balance due, Form D-40P, Sub Payment Voucher, will be included in the completed return. The voucher should be given to the taxpayer with instructions to mail the voucher, along with payment in full, no later than April 15, 2021. Payments received after that date will be subject to late filing penalties and interest. The voucher and payment should be mailed to:
Refunds or automatic withdrawals for District of Columbia may be deposited or withdrawn from either the same account as the federal or a different account. Direct deposit or debit information may be entered on
On average, the District of Columbia Office of Tax and Revenue (OTR) issues refunds within 6 weeks. Taxpayers can view their refund status by visiting OTR’s online portal, MyTax.DC.gov.
Via MyTax.DC.gov, a refund status is provided only for a return filed within the last six months. For additional information or inquiries, taxpayers should contact OTR’s e-Services Unit at (202) 759-1946.
To make paying taxes more convenient and hassle-free, the DIstrict of Columbia Office of Tax and Revenue (OTR) allows different payment options.
https://otr.cfo.dc.gov/service/payment-options-individual-income-tax
The District of Columbia does not offer refund anticipation loans. Taxpayers must wait until their returns are processed to receive any refunds due them.
Phone: (800) 739-9998, option #3, option #1, option #1 (Individual Support)
Fax: (316) 612-5830
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