I am having clients being asked by their financial institutions when then do a refinance to have us complete IRS Form 9235.
Can't find anything in Lacerte on this form, assistance is appreciated.
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I believe IRS obsoleted (if that's a word) that form years ago; but some software still generates it. Lacerte does not.
Provide a copy of the efile acceptance letter.
9325 vs 9235.
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