kgudgel
Level 4

Thanks tc64540 for offering your advice.  Unfortunately, that doesn't quite work as I would have expected.  That is because I can control what forms are or are not included in the printed "Filing Copy".

OR does it mean that by changing what is included in the printed "Filing Copy" it will also change what is electronically submitted?

Here is an example:  If a taxpayer itemizes on their ARIZONA individual tax return, they are required to include a copy of their Federal Schedule A (even though they may not itemize on the Federal).  So, how do I verify that the Federal Schedule A is actually included in the e-file to Arizona.

That is just one example.  I know that another tax software requires the tax preparer to essentially attach a PDF of the federal Schedule A to the AZ e-file.  Is that what I need to do?

0 Cheers