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Generating Form 8275 and Form 8275-R in Lacerte

by Intuit•1• Updated 1 year ago

This article will show you how to generate Form 8275, Disclosure Statement, and Form 8275-R, Regulation Disclosure Statement, in the Individual module of Lacerte.

The only difference between these two forms is that you should use Form 8275-R when the items or positions you're disclosing are contrary to Treasury regulations.

To generate Form 8275 in the program:

  1. Go to Screen 69, Disclosure Statement (8275 & 8275-R).
  2. Locate the General Information and Explanations (Part I & Part II) section.
  3. Enter a 1 in the 1=Form 8275, 2=Form 8275-R (MANDATORY) field.
  4. Under the Item #1, Item #2, Item #3, Item #4, Item #5, and Item #6 subsections, enter any applicable fields.

Refer to the IRS Instructions for Form 8275 for more information about this form.

To generate Form 8275-R in the program:

  1. Go to Screen 69, Disclosure Statement (8275 & 8275-R).
  2. Locate the General Information and Explanations (Part I & Part II) section.
  3. Enter a 2 in the 1=Form 8275, 2=Form 8275-R (MANDATORY) field.
  4. Under the Item #1, Item #2, Item #3, Item #4, Item #5, and Item #6 subsections, enter any applicable fields.

Refer to the IRS Instructions for Form 8275-R for more information about this form.

Lacerte Tax

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