Do federal and California statements transmit with an E-file?

[George4Tacks]

Probably. The statements in the forms view are included. The worksheets are not.  Screen 47, you do need to "Print As" Statement, not as the default Worksheet.

You can create the e-file and then exit and go to e-file > e-file support tools > View e-file to confirm. Statements that tie to something like Schedule C will be in all the coding stuff for Schedule C. I found "other income" almost at the end. 

[George4Tacks]

OOPS! Ignore every seeing this.

[ellenabel]

I printed the e-file submission listing from; Efile menu, Efile support tools, Select view e-file.  I don't see the statement detail for taxable state tax refund, qualified dividends, tax exempt income, mortgage interest (including information naming co-owner to avoid matching notice) , medical expense etc.  I did see statement detail for other expenses on Schedule C. 

So exactly what statements is lacerte sending with the e-file submission?

I have now been on hold with lacerte for 95 minutes.

[George4Tacks]

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@ellenabel wrote: See my comments in BOLD

"I printed the e-file submission listing from; Efile menu, Efile support tools, Select view e-file.  I don't see the statement detail for taxable state tax refund This is a worksheet, qualified dividends This is a worksheet, tax exempt income This is a worksheet, mortgage interest (including information naming co-owner to avoid matching notice) , medical expense This is a worksheet etc.  I did see statement detail for other expenses on Schedule C. 

So exactly what statements is lacerte sending with the e-file submission?

I have now been on hold with lacerte for 95 minutes."

Hopefully you did eventually get connected. The only item on your list that is not a worksheet would be the Mortgage Interest, but you should go to notes and add a STATEMENT to support the line 8b. My recall is that Lacerte has never handled this item well. 

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[ellenabel]

I just tested your theory.  A statement created in "Notes" does not appear in the efile transmission summary report.

Conclusion:  the federal statements and statements created in Notes are not being sent with the file transmission.  Not a good conclusion.