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Level 2
April 20, 2021
Solved

2020 INDIANA Form IT-65: How to attach investee IN K-1 with EFILE?

  • April 20, 2021
  • 1 reply
  • 12 views
2020 Indiana Form IT-65, Line 8, Total Amount of Pass Through WIthholding requires we "enclose IN K-1 from paying entity."  The ProSeries E-File tab does not allow attachments.  How are we to comply with the Indiana requirement to submit IN K-1 supporting the pass-through withholding?  If you fail to attach the form, Indiana will probably deny the withholding credit to the chain of investor partners and ultimately their members.  This would result in a very time consuming effort to get Indiana to allow the withholding passed through.
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Best answer by PATAX

Kdw you are right it is not attractive but sometimes it is the most practical solution... Just my opinion

1 reply

PATAX
Level 12
April 20, 2021

if permissible, ask the client if he wishes to mail the return in Via usps certified mail with return receipt... Just my opinion

KDWAuthor
Level 2
April 20, 2021

Hand filing the return isn't really an attractive solution.

I'll end up calling IN (do ProSeries' job) and ask how to proceed.  I expect they will tell me to Fax it to them.

PATAX
PATAXAnswer
Level 12
April 21, 2021

Kdw you are right it is not attractive but sometimes it is the most practical solution... Just my opinion