Common questions about NJ Form M-5008-R in Lacerte

Information on New Jersey Form M-5008-R Apportionment of Taxpayer Representative and Frequently Asked Questions:

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Is Form M-5008-R available in Lacerte?

Yes, see the following tax types and input screens.

• Individual - Screen 65.2, Power of Att. (2848)/Tax Info. Auth. (8821), select State Info on the left panel under POA.
• Corporate - Screen 60, Power of Att. (2848)/Tax Info. Auth. (8821), select NJ Power of Attorney under the Sections list.
• S-Corporate - Screen 54, Power of Att. (2848)/Tax Info. Auth. (8821), select NJ Power of Attorney under the Sections list.
• Fiduciary - Screen 63, Power of Att. (2848)/Tax Info. Auth. (8821), select NJ Power of Attorney under the Sections list.

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When e-filing, will this form be included with the return?

No. This form is currently not included in the e-filed return.

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Can the form be attached as a PDF to an e-file return?

Yes. However, the state has not provided any guidance that indicates this is acceptable.

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Where can I find instructions for this form?

The instructions are available within the program. To access the instructions click the 123 Govt Instructions in the upper right-hand corner while viewing the form.

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