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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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- Montana efiling - do you really have to scan in the 1099s?
Montana efiling - do you really have to scan in the 1099s?
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SBradleyTSHB
Level 2
04-14-2023
12:02 PM
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In the diagnostics for a Montana part year return it says "This return includes <cap gains/dividends/interest/etc> on form 2. Montana requires all supporting forms or schedules to be attached. Attach a copy of the 1099-B to the Montana return if applicable.
Wouldn't it receive the info from the federal?
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Intuit_KevinW
Employee
04-14-2023
01:42 PM
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Hello @SBradleyTSHB ,
Each state sets their own requirements for what is required to be sent with the tax return. If you are attaching files to the IRS return, there is a checkbox to send the PDF attachment with the Montana return. While the diagnostic you reference is Informational in nature (which would not prohibit you from filing electronically), it is recommended to attach the documents to avoid potential inquiry from the state.
