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Common questions about e-filing Form 8453 in Lacerte

by Intuit•3• Updated 3 weeks ago

For tax year 2025 returns: For the most up to date information on 1099-K reporting requirements see the newest information from the IRS here.

In this article, you’ll find answers to frequently asked questions about e-filing Form 8453 in Lacerte, including when it generates, how to force it to print, what can be submitted with it, and related e-file scenarios like electronic estimated payments and filing FinCEN Form 114 (FBAR).

‣ What is Form 8453 and when does it generate?
‣ Which forms or documents require Form 8453?
‣ How do you force Form 8453 to generate?
‣ What does “only specified documents can be submitted with Form 8453” mean?
‣ What are the ERO mailing requirements for Form 8453?
‣ What if Form 8949 transactions are not transmitted electronically?
‣ How do you set up electronic payment of federal estimated taxes (1040 only)?
‣ How do you verify or cancel an IRS electronic estimated payment?
‣ How do you e-file FinCEN Form 114 (FBAR) in Lacerte?

What is Form 8453 and when does it generate?

Form 8453 is used to transmit certain supporting paper documents that are required to be submitted after an e-filed return is accepted. In Lacerte, Form 8453 will automatically generate when specific forms that require paper attachments are present in the return.

Which forms or documents require Form 8453?

Form 8453 will automatically generate when any of the following (or their required attachments) apply to the e-filed return:

Form 1098-C, Contributions of Motor Vehicles, Boats, and Airplanes (or equivalent contemporaneous written acknowledgement)
Form 2848, Power of Attorney and Declaration of Representative (or POA granting authority to sign the return)
Form 3115, Application for Change in Accounting Method
Form 3468 (requires specific historic certification documentation)
Form 4136 (requires biodiesel/renewable diesel documentation)
Form 5713, International Boycott Report
Form 8283, Non-Cash Charitable Contributions (Section A if required statements/appraisal; Section B; and related attachments)
Form 8332, Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent (or certain pages from a qualifying decree/agreement)
Form 8858, Information Return of U.S. Persons with Respect to FDEs and FBs
Form 8864 (requires biodiesel/renewable diesel documentation)
Form 8885, Health Coverage Tax Credit (and required attachments, for applicable tax years)
Form 8949, if you elect not to include transactions electronically and instead provide a statement with the same information

How do you force Form 8453 to generate?

For Individual (Form 1040):

Go to Screen 4.1, E-file PIN Main Form.
Scroll down to the Form 8453 – Overrides section.
Use the dropdown(s) to select one or more applicable forms that require Form 8453.

Forcing Form 8453 to generate will check the corresponding boxes on Form 8453 based on the override selections.

What does “only specified documents can be submitted with Form 8453” mean?

You can only submit the forms or supporting documents specifically listed on Form 8453. Don’t include unrelated documentation with the 8453 packet.

What are the ERO mailing requirements for Form 8453?

If you are an ERO, you must mail Form 8453 to the IRS within 3 business days after receiving acknowledgement that the IRS has accepted the electronically filed tax return.

What if Form 8949 transactions are not transmitted electronically?

If you elect not to include transactions electronically on Form 8949, Form 8453 may generate so you can submit a statement with the same transaction information. If you want to avoid mailing paper statements, consider attaching a PDF of the statement for transmission when allowed and reviewing Form 8453 generation behavior in your return.

How do you set up electronic payment of federal estimated taxes (1040 only)?

For Individual (Form 1040):

Federal estimated taxes can only be paid electronically when the federal 1040 return is e-filed. This must be set up before transmitting the return.

Go to Screen 3, Miscellaneous Information/Direct Deposit.
In the left panel, select Direct Deposit of Refund/Electronic Payment.
Select Electronic payment of estimated tax.
Enter the bank information in the Financial Institution section.

The estimated payment information is transmitted with the e-filed federal return. It is not included with the filing of an extension.

How do you verify or cancel an IRS electronic estimated payment?

Lacerte doesn’t track electronic estimated tax payments after submission. After the return is accepted, wait 7–10 days, then contact the IRS e-file Payment Services to verify or cancel the payment.

How do you e-file FinCEN Form 114 (FBAR) in Lacerte?

For Individual (Form 1040) and business modules

FinCEN Form 114 (FBAR) must be filed electronically and is not automatically e-filed with the federal return. In Lacerte, file it through the E-file Return Wizard.

To e-file FinCEN Form 114 in the Individual module

On Screen 1, Client Information, mark the applicable Federal Form 114.
Go to the E-file menu.
Select Step 2: Start e-file Return Wizard.
Verify US-Form 114 is listed, then follow the prompts to transmit.

To e-file FinCEN Form 114 for a business return

Go to the E-file menu and select Start e-file Return Wizard.
Select US-Form 114 in the “Select the returns you want to e-file” window.
Continue through validation and select Send e-file Return Now.

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