itonewbie
Level 15

You'll need to attach the form as a PDF to the return in PS and e-file that together with the 1040 after making the necessary override(s) on 1040 for QEF/MTM.  If these are foreign mutual funds, however, more likely than not, you client won't have the annual statement necessary to make the QEF election to start with.

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Still an AllStar

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