JRC
Level 8

Alert says must be Mailed in for Proseries. Why cant I just attach as PDF to Return?

Available in Lacerte but not Proseries..

dkh
Level 15

So form isn't available in ProSeries ?......  but other software has the form and efiling is allowed.

Sure - why not attach as pdf.  

itonewbie
Level 15

F.8912 is supported by MeF but apparently not by Intuit.

Since it's a tax form that requires IRS processing, unless PS has a link under e-filing attachment to F.8912 (there isn't in Lacerte/ProConnect), it shouldn't be uploaded because it won't be processed.  You should see a warning in PS similar to what's in Lacerte/ProConnect:

  • NOTE: Do not attach any document that needs IRS approval or attention

Instead, F.8948 should be sent with the paper-filed return and the following box should be checked with the blanks filled in:

  • 5. The preparer’s e-file software package does not support Form ____________ or Schedule ___________ attached to this return.
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Still an AllStar

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JRC
Level 8

Thank you.. for your informed response.