E-Filing with PDFs of Unsupported Forms

Forum|Forum|4 years ago
April 9, 2022
1 reply
10 views

I need to file an individual return for a taxpayer that invests in a foreign partnership (forms 8865 & 8938) and an opportunity zone partnership (form 8997). ProConnect does not appear to support these forms. Any issue with e-filing the return and attaching PDFs of the unsupported forms (filled out separately of course)?

ProConnect Tax

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George4Tacks

Level 15

https://proconnect.intuit.com/community/electronic-filing/help/how-to-attach-a-pdf-to-form-1040-for-e-file/00/5263

Each would be a separate attachment. At the top of the left column is a search box. Enter the form and hit enter. I think you may find some entry points for these forms in the program

You can also look up available forms at https://proconnect.intuit.com/tax-online/forms-finder/

Answers are easy. Questions are hard!

B

beepyoyo-sbcglobAuthor

Level 3

Thanks for your reply. It would be so much easier if Intuit had an on-line manual of some sort to help users inexperienced with the software find answers, and find resources such as the supported forms page you linked.

George4Tacks

Level 15

This site has a rather crumby search feature. Do click on the product first then enter a very short set of key words and MAYBE. I also use Google Search "ProConnect unsupported forms that can be attached" is an example. If there is an answer for Lacerte, then it should apply to this product.

The program also has a search feature at the top of the left column. Again - either a single number (like form #) or word will help to find input.

The program has just as good a manual as Windows has 😁

Ask here and other users will try to help as soon as possible.

Answers are easy. Questions are hard!

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