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Is it possible to get an answer from Intuit so that I can view what forms (notes, explanation statements) are transmitted?
As mentioned in my original posting - Last year we had issues that AZ changed mid-year whether they wanted an attached Schedule A or not.
The previous year (I think it was then), IL changed whether they wanted the federal EIC attached or not.
I make notes via "Add/Edit Notes" or the little pencil (I think those are the preparer notes). Are those transmitted? (I like to make notes with related party payments of things like rent at the end of year as to which year both the income and expenses are being claimed, or if I am making adjustments to education expenses in order to claim education credits, that I am making X amount of scholarship taxable to the student). In another thread, someone wrote that they use the notes to document Due Diligence responses verbatim from the clients (including colorful language). None of this NEEDS to be transmitted to the IRS, so I would rather not over-disclose.
So, how do I find out what is or is not actually transmitted?