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JRC
Level 7
Mar 31, 2023 8:01 PM UTC
Solved

Can I E-file with Form 8912 attached as PDF?

Alert says must be Mailed in for Proseries. Why cant I just attach as PDF to Return?

Available in Lacerte but not Proseries..

This topic has been closed for replies.
itonewbie
itonewbieAnswer
Level 15
Apr 2, 2023 7:32 AM UTC

F.8912 is supported by MeF but apparently not by Intuit.

Since it's a tax form that requires IRS processing, unless PS has a link under e-filing attachment to F.8912 (there isn't in Lacerte/ProConnect), it shouldn't be uploaded because it won't be processed.  You should see a warning in PS similar to what's in Lacerte/ProConnect:

  • NOTE: Do not attach any document that needs IRS approval or attention

Instead, F.8948 should be sent with the paper-filed return and the following box should be checked with the blanks filled in:

  • 5. The preparer’s e-file software package does not support Form ____________ or Schedule ___________ attached to this return.
---------------------------------------------------------------------------------Still an AllStar

3 replies

dkh
Level 15
Apr 2, 2023 3:23 AM UTC

So form isn't available in ProSeries ?......  but other software has the form and efiling is allowed.

Sure - why not attach as pdf.  

itonewbie
itonewbieAnswer
Level 15
Apr 2, 2023 7:32 AM UTC

F.8912 is supported by MeF but apparently not by Intuit.

Since it's a tax form that requires IRS processing, unless PS has a link under e-filing attachment to F.8912 (there isn't in Lacerte/ProConnect), it shouldn't be uploaded because it won't be processed.  You should see a warning in PS similar to what's in Lacerte/ProConnect:

  • NOTE: Do not attach any document that needs IRS approval or attention

Instead, F.8948 should be sent with the paper-filed return and the following box should be checked with the blanks filled in:

  • 5. The preparer’s e-file software package does not support Form ____________ or Schedule ___________ attached to this return.
---------------------------------------------------------------------------------Still an AllStar
JRC
JRCAuthor
Level 7
Apr 2, 2023 8:32 PM UTC

Thank you.. for your informed response.