ACooper
Level 1
07-01-2020
11:33 PM
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Using Proseries Pro and trying to figure out how to include form 8958 with the e-filed tax return. Residence is TX and the 8958 form is already completed. I just don't see it being included with the return to file (reviewed the Filed Copy of return).
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ACooper
Level 1
07-01-2020
11:41 PM
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Correct me if I'm wrong but it appears there is an option to attach a PDF to the tax return to efile (which I can attach the 8958 that way), correct?
Level 15
07-02-2020
07:12 AM
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I was under the impression its automatically included if used, but if you want to attach it....
From the EFCenter, highlight the file then click Efile > Attach PDF
or
From within the client file, click Efile > Attach PDF
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