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F5 Final Review check for pdf attachment within the return when schedule D has entries to preclude e-filing without attachment

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F5 Final Review check for pdf attachment within the return when schedule D has entries to preclude e-filing without attachment

DK50

A paper 1099-B has to be scanned after completion of the return. We use various reminders to attach the 1099-B to the return before e-filing to preclude e-filing before attaching the 1099-B when using consolidated reporting, but we sometimes miss attaching the 1099-B before e-filing.

It would be great to have a check box field within the Schedule D to require 1099-B pdf attachment that would generate an error on F5 Final Review and when attempting to e-file.

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Status: New
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1 Comment
Skylane
Level 11
Level 11

Nice idea.... don’t hold your breath....they’ve got bigger fish to fry (fix)

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