Free West Virginia Opt 1 Template

Free West Virginia Opt 1 Template

The West Virginia Opt 1 form is a document that allows taxpayers to opt out of having their personal income tax returns filed electronically by their tax preparers. This form is essential for individuals who prefer to submit their returns on paper, despite the requirement for electronic filing by preparers who handle more than 25 returns. If you wish to exercise this option, complete the form by clicking the button below.

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The West Virginia Opt 1 form is an important document for taxpayers who prefer not to have their income tax returns filed electronically. Tax preparers in West Virginia who file more than 25 returns electronically are generally required to submit returns in this manner. However, taxpayers have the option to opt out of electronic filing if they wish. By completing the Opt 1 form, individuals indicate their choice to file on paper instead. This form captures essential information, including the taxpayer's name, Social Security number, and the reason for opting out. It also requires signatures from both the taxpayer and their spouse, if applicable. The tax preparer must retain this form for three years and note the opt-out decision on the taxpayer’s return. Understanding the purpose and requirements of the Opt 1 form can help taxpayers make informed decisions about how their income tax returns are submitted.

West Virginia Opt 1 Example

FORM

OPT-1

ORIG 08-11

West Virginia State Tax Department

2 0 1 1

Taxpayer E-File Opt Out Form

Income Tax preparers who ile more than 25 tax returns using tax preparation software are required to ile returns electronically. If a return is not eligible for electronic iling, it may be iled on paper.

As a taxpayer receiving services from a tax preparer who is required to ile all West Virginia Income Tax returns electronically, you may elect (opt out) to not have your return electronically iled.

If you elect to opt out, you are required to complete this form. Completing and signing this form will indicate that you have elected to not have your return electronically iled.

Taxpayer:

I have voluntarily chosen not to have my personal income tax return electronically iled for the following reason(s):

Furthermore, my preparer did not request that I opt out of electronically iling my return.

Taxpayer’s signature

Date

Spouse’s signature (if iling a jointly)

Date

Taxpayer’s name(s) PLEASE PRI N T

Primary Social Security Number

Spouse’s Social Security Number (if filing jointly)

Income Tax Preparer:

The taxpayer above has voluntarily chosen not to have their personal income tax return electronically iled for the reason stated.

Furthermore, I, as the preparer did not request that the taxpayer opt out of electronically iling the return.

I nst ruc t ions for Pa id Ta x Pre pa re r:

This form is to be retained by the tax preparer for a period of three (3) tax years immediately succeeding the tax year for which it was signed. For tax years beginning on or after January 1, 2011, the income tax preparer shall indicate on the taxpayer’s return that the taxpayer elected to opt-out of the electronic iling requirement.

Pursuant to IIO-CSR-IOD “Income tax preparer” means any person who prepares, in exchange for compensation, or who employs another person to prepare, in exchange for compensation, all or substantial portion of any return for a taxpayer for the tax imposed by this article and who is identiied as the preparer for the taxpayer on the return. A person who only performs those acts described in clauses (i) through (iv) of Section 7701(a)(36)(8) of the Internal Revenue Code with respect to the preparation of a return for a trust or estate for which he or she is a iduciary or a return for a partnership of which he or she is a partner is not an income tax preparer for purposes of this section.

Document Specs

Fact Name Description
Form Purpose The West Virginia Opt 1 form allows taxpayers to opt out of electronic filing of their income tax returns.
Eligibility Requirement This form is specifically for taxpayers whose preparers file more than 25 returns electronically.
Governing Law The use of this form is governed by West Virginia Code §11-10-5 and the related administrative regulations.
Voluntary Choice Taxpayers must voluntarily choose to opt out; it cannot be done without their consent.
Signature Requirement Both the taxpayer and their spouse (if filing jointly) must sign the form to validate the opt-out request.
Retention Period Tax preparers are required to keep this form for three years after it has been signed.
Tax Preparer’s Role The tax preparer must indicate on the taxpayer’s return that an opt-out has been elected.
Filing Method If opting out, the taxpayer can file their return on paper rather than electronically.
Form Version The current version of the form is dated August 2011.
Definition of Tax Preparer According to West Virginia law, a tax preparer is anyone who prepares returns for compensation, with specific exclusions noted in the regulations.
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