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    • Created with Sketch. See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
    Created with Sketch. See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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    Form 5329 e-filed or not?

    jimgaycpa
    Level 1
    ‎08-25-2020 02:39 PM

    Form 5329 completed to request waiver of RMD penalty.  Noticed that the form is not in the pdf copy of the return for client copy.  Was it e-filed or not?

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    4 Comments 4
    IRonMaN
    Level 15
    ‎08-25-2020 03:11 PM

    The forms are listed as e-file ready so I believe they do get e-filed.


    Slava Ukraini!
    jimgaycpa
    Level 1
    ‎08-25-2020 03:13 PM

    Is there a way for me to verify that it was e-filed?

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    IRonMaN
    Level 15
    ‎08-25-2020 03:15 PM

    No - ProSeries doesn't leave those kind of footprints.


    Slava Ukraini!
    Just-Lisa-Now-
    Level 15
    Level 15
    ‎08-25-2020 07:31 PM

    If you Print Preview the FILING COPY, not the client copy, is it in the filing copy?


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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