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Level 2
August 6, 2024
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Form 8936 not attaching to tax return

Related products:Lacerte
  • August 6, 2024
  • 0 replies
  • 6 views

My client received a tax notice since Lacerte did not attached Form 8936 to the tax return. The taxpayer received a K-1 with a credit on line 13 - Code AZ - Qualified Commercial Clean Vehicle Credit.  The K-1 was imported from the S Corp module. 

I called and spoke with two representative of Lacerte and they said the only way to get the form to attached to the return was to attached as a PDF file and send with the return. 

Why is this form not attached to the return already??