Generating individual Form 8948 and taxpayer's e-file opt-out statement in ProConnect Tax

Follow these steps to generate Form 8948 in the program:

1. Go to Input Return ⮕ General ⮕ Electronic Filing.
2. Select e-file PDF/Miscellaneous.
3. Scroll down to the Form 8948 Preparer Explanation for Not Filing Electronically section.
4. Complete one of the applicable options below. to indicate the reason why this return is not being e-filed.

Don't complete more than one option.

Option 1: If the taxpayer(s) chooses not to e-file.

1. Check the box labeled Taxpayer(s) chose to file return on paper.
   • If the taxpayer is electing to opt-out, the "Form 8948 Taxpayer's Opt-Out statement" must be signed and kept for your records. To locate the statement:
     1. Go to the Check Return tab.
     2. Select e-file Opt-Out
        • This statement can't be modified in Lacerte.
        • If the Form 8948 and/or e-file Opt Out statement doesn't generate, make sure Federal isn't selected in Electronic Returns on Screen 1, Client Information.

Option 2: If the preparer received a waiver.

1. Enter the Waiver reference number [Override].
2. Enter the Waiver approval date [Override].

Option 3: If the preparer is a member of a recognized religious group.

1. Check the box labeled Preparer is a member of a recognized religious group that is conscientiously opposed to e-file.

Option 4: If the return was rejected by IRS.

1. Enter the Reject error code.
2. Enter the Number of attempts to resolve reject.

Option 5: If the software doesn't support a Form or Schedule.

1. Enter the Form, or
2. Enter the Schedule.

Option 6: If the preparer is foreign and doesn't have a valid SSN.

1. Check the box labeled Preparer is ineligible to file electronically because IRS e-file does not accept foreign preparers without SSNs.

Option 7: If the preparer is ineligible to e-file for other reasons.

1. Check the box labeled This preparer is currently ineligible to e-File.
2. Enter the reason in the Other: Describe other reasons the preparer is unable to e-File (Ctrl+E) field.