is Form 8879 transmitted with the return or it is just held for record purposes

Forum|Forum|6 years ago
February 1, 2020
9 replies
58 views

I am trying to understand how filing tax return in Proseries Basic works. especially what to do with form 8879- do i print it out and give it client to sign - right in my office after preparing their return and then scan and save it to my computer. how do i upload it to back to the return. And if i choose e-signature- what are the steps

ProSeries Basic

This topic has been closed for replies.

G

GetcorpAuthor

Level 3

This post has been deleted.

irrelevant answer. please read the question before posting a reply.

IRonMaN

Level 15

Get it signed and then just hold on to it in case the IRS comes to visit you

Slava Ukraini!

T

Terry53029

Intuit Community Champion

You should download pub 1345 which has the duties and responsibility's of ERO's. Here is an excerpt from that pub:

Forms 8879 and 8878 must be available to the IRS in the same manner described above for three
years from the due date of the return or the IRS received date, whichever is later. The Submission
ID must be associated with Form 8879 and 8878:

G

GetcorpAuthor

Level 3

At the bottom of the form - it says ERO should not file it except IRS request for it. Hence - to answer my own question we should print it out and retain a copy for 3 years. Let me know if am right.

T

Terry53029

Intuit Community Champion

Yes you need to keep it three years, but you don't have to keep a printed copy, you are allowed to keep it in an electronic format

Sign up

Login with SSO

Let's get you signed in

Login with SSO