jeffmcpa2010
Level 11
03-04-2022
04:37 AM
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I have been using the "Preparer Notes" (Which may be the only statement's that actually are included with the efile transmission) to include an appropriate disclosure of claiming the Retired Minister housing allowance exclusion from pensions for a number of years.
While I do not know if it is the "most correct method" none of taxpayers I have filed this way (several per year) have received any notice or question from the IRS.
It's working - I'm not messing with it.