I have a return that requires attaching the form 8978 & Form 8978 Schedule A. Says that the return has to be paper filed.
Has anyone been able to attach all the required documentation as a PDF so the return can be efiled?
Or did the attached documentation get included & the critical diagnostic bypassed?
Is that the "I got what would have been an amended K-1 under the old rules" form? Indeed! Worst form ever.
The diagnostic says pretty clearly that Lacerte doesn't support the form in a way that will pass the IRS e-file specs. If the IRS check is [if Form 1040 Line 16 Box 3 includes "FORM 8978" then the xml must include a Form 8978], then the return will reject at the IRS level. If you change that notation, the return will look like you ignored the 8978 tax and like your client was agreeing to owing some entirely different type of tax.
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