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Jones0223
Level 3
April 26, 2020
Solved

De miminis safe harbor election

  • April 26, 2020
  • 9 replies
  • 40 views

Hi!

Is the required form available in proseries basic?  I'm confused because it seems like it's there but can't complete it.  Thanks!

This topic has been closed for replies.
Best answer by Camp1040

Nothing to complete in basic. Select it and check it, the form will populate with taxpayers name and SSN, It will be attached to the return when you Efile.

9 replies

Camp1040
Camp1040Answer
Level 10
April 26, 2020

Nothing to complete in basic. Select it and check it, the form will populate with taxpayers name and SSN, It will be attached to the return when you Efile.

Jones0223
Jones0223Author
Level 3
April 26, 2020

Thanks! Seems to have worked.  I check off the box and was getting an error message when trying to "Quick Zoom" to the "Individual Elections Summary"...as long as the form will be efiled that's all I need.

Thanks again!

Just-Lisa-Now-
Intuit Community Champion
April 26, 2020

Does Basic have a Where Do I Enter button?   If you type in  1.263    it should bring up the election statement

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Jones0223
Jones0223Author
Level 3
April 26, 2020

Yes it comes up.  I wasn't sure it would be submitted correctly. Thanks!

Jones0223
Jones0223Author
Level 3
April 27, 2020

Follow up! The form says it cannot be efiled, though a pdf copy can be attached to the return.  

I don't really understand, how will the attached pdf be sent to irs if the form cannot be efiled?

Also, how does one attach a pdf to a file ready to be efiled?

Camp1040
Level 10
April 27, 2020

Well..then I have been doing it wrong since 2014, I have never received a diagnostic error when E-filing.  I will be checking into that. 

Your question how to attach?

Print the form

Scan it to a PDF and save to your desktop.

Select the efile tab on the menu bar and the select "attach PDF files" then follow the prompts.

Basic has a few extra steps than Professional.

 

 

Jones0223
Jones0223Author
Level 3
April 27, 2020

I hope I’m not doing something wrong! Thanks again for your help 🙂