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PATAX
Level 12
Apr 30, 2023 11:18 PM UTC
Solved

E-file question

Preparing return for elderly client who received principal and interest from an installment sale, seller financed, of one of his rental properties. We pick up all of the applicable principal, and 100% of the interest. We have the name and address of course of the individual who paid it, but he apparently does not have the social security number. Would this prevent e-filing? Could I efile it and disable error checking? Client is elderly and not well, and I'm not sure if he's going to be able to obtain the social security number, and some people don't want to give it anyways, i.e. the identity theft paranoid crowd. Thanks for help.

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IRonMaN
IRonMaNAnswer
Level 15
May 1, 2023 12:04 AM UTC

I put zero for interest on the 6252 worksheet and then just put the person’s name directly on schedule B for one that I had like your situation.  CAGMC

Slava Ukraini!

3 replies

IRonMaN
IRonMaNAnswer
Level 15
May 1, 2023 12:04 AM UTC

I put zero for interest on the 6252 worksheet and then just put the person’s name directly on schedule B for one that I had like your situation.  CAGMC

Slava Ukraini!
PATAX
PATAXAuthor
Level 12
May 1, 2023 1:15 PM UTC

Thanks Iron Man I appreciate it

IRonMaN
Level 15
May 1, 2023 1:46 PM UTC

You betcha!

Slava Ukraini!