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Form 8879

drbdrb
Level 3

I'm relatively new to Lacerte and have a few questions about Form 8879.

1. In instances when I obtain a client's signature on a hard copy of Form 8879, is there a box that I check in the software to indicate this has been done? Do I need to upload a pdf of the signed Form 8879 into the software?

2. When requesting a "custom copy" print, I can select the state e-file signature form but not the federal. Can the federal Form 8879 be added to the list of forms that can be printed using the custom copy print feature?

Thank you, David

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