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hgtc
Level 5
March 7, 2024
Solved

does QBI rental real estate safe harbor statement need to be signed

  • March 7, 2024
  • 1 reply
  • 7 views

Lacerte automatically create pdf file of "QBI Rental Real Estate Safe Harbor" statement when client's rental property qualified for QBI deduction.

Do we still need to ask clients sign this statement, insert signed pdf file, and, replace the one Lacerte already has under "e-file attachment" (without taxpayer's signature)?

Thanks.

This topic has been closed for replies.
Best answer by itonewbie

The IRS removed the signatory requirement way back with the issuance of Notice 2019-38.

1 reply

itonewbie
itonewbieAnswer
Level 15
March 8, 2024

The IRS removed the signatory requirement way back with the issuance of Notice 2019-38.

---------------------------------------------------------------------------------Still an AllStar
    H
    hgtcAuthor
    Level 5
    March 8, 2024

    Thank you.

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