Screen 8453 - Paper Document Attachments

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Overview

Use this screen only if you intend to file this return or extension electronically. If you are required to submit an attachment to the IRS for an electronically file tax return, the application prints Form 8453 with the return.

Notes

  • See General and input screen-specific topics for electronic returns for data-entry guidelines to prevent electronic filing rejections.
  • Caution: If you have overridden a field or forced a form to print, that override may cause the IRS to reject an electronically filed return.

    In the application, the Force Form to Print option is available while in form view. Choose Edit > Overrides > Force Form to Print.

  • If you are licensed for UltraTax/1040 Client Organizer, there are fields available on the Organizer Screen ELF. Clients can designate whether they would like to have their return electronically filed if there is a refund, or if the refund equals or exceeds a designated amount. They can also indicate their interest in using an electronic funds withdrawal (direct debit) to pay for their tax liability. Although the application does not mark any fields automatically based on these entries, diagnostics are automatically generated if the File this return electronically checkbox is not marked or if there is balance due for an electronic return but an electronic funds withdrawal has not been designated.
  • For more information see Electronic filing - General FAQs and Electronic Filing - Transmission and business rule FAQs.

See also

Form 8453 Paper Document Attachment

Enter 1 Yes (in ERO's possession) or 3 Yes (in taxpayer's possession) if you have attached Form 1098-C, or acceptable donor documentation, to Form 8453.

Enter 1 Yes (in ERO's possession), 3 Yes (in taxpayer's possession), or 4 Yes (acceptable substitute) if you have attached Form 2848, or other power of attorney, to Form 8453 as an agent signing the tax return for the taxpayer. When attaching a power of attorney other than Form 2848, also complete the Name of power of attorney field in Screen PIN.

Enter Y or 1 if you have attached Form 3115 to Form 8453.

Enter 1 Yes (in ERO's possession) or 3 Yes (in taxpayer's possession) if you have attached a historical structure certificate for Form 3468 to Form 8453 to verify the historic structure status.

Enter 1 Yes (in ERO's possession) or 3 Yes (in taxpayer's possession) if you have attached a certificate or reseller statement regarding biodiesel to Form 8453.

Enter Y or 1 if you have attached Form 5713 to Form 8453.

Enter 1 Yes (in ERO's possession) or 3 Yes (in taxpayer's possession) if you have attached Form 8283, Section A statement, or Section B appraisal for noncash contributions, to Form 8453.

Enter 1 Yes (in ERO's possession), 3 Yes (in taxpayer's possession), or 4 Yes (acceptable substitute) if you have attached Form 8332 to Form 8453.

Enter 1 Yes (in ERO's possession) or 3 Yes (in taxpayer's possession) if you have attached Form 8858 and the organizational chart to Form 8453.

Enter 1 Yes (in ERO's possession) or 3 Yes (in taxpayer's possession) if you have attached a Form 8864 biodiesel certificate or statement to Form 8453.

Enter 1 Yes (in ERO's possession) or 3 Yes (in taxpayer's possession) if you have attached the required documentation for Form 8885 to Form 8453.

The required documentation is a copy of both the invoice for the health insurance premiums and proof of payment. The invoice or COBRA payment coupons must have the taxpayer's name (or the name of the policy holder), the name of the health plan, the monthly premium amount, the dates of coverage, and the health plan identification numbers. Proof of payment can be cancelled checks, bank statements, credit card statements or money orders. COBRA coverage also requires a copy of the COBRA Election Letter. Coverage through a spouse's employer also requires copies of paycheck stubs showing the health coverage deductions and a letter from the employer stating that the employer contributed less than 50% of the cost of coverage. See the Form 8885 instructions for further details.

An acceptable substitute for Form 8949, Sales of Other Dispositions of Capital Assets, may be attached to Form 8453 in lieu of reporting each transaction separately in the Schedule for detail statement in Screen B&D or the Broker and barter exchange transactions statement in Screen Broker. To do so, see Attaching a Form 8949 substitute to Form 8453.

Notes

  • If you choose to submit an acceptable substitute in lieu of entering each transaction separately (in the Schedule for detail statement in Screen B&D or Broker and barter exchange transactions statement in Screen Broker), the application prints Form 8453 with the return.
  • If you enter each Schedule D transaction separately in the Schedule for detail statement in Screen B&D or Broker and barter exchange transactions statement in Screen Broker, the application automatically includes Form 8949 in the electronic file and does not require an additional paper attachment to Form 8453.

Auto-generated PDF Attachments - Suppression

The application automatically generates a PDF attachment to the electronic file when the Partner's basis worksheets, Shareholder's basis worksheets, Net operating loss worksheets, Education savings account (ESA) and Qualified Tuition Program (QTP) worksheets and/or Farm income averaging worksheets are printing. Enter X in the corresponding field to suppress any of the worksheets that have been auto-generated to include in the electronic file.

To suppress the automatically generated PDF attachments for all clients not yet opened, choose Setup > 1040 Individual > Other Return Options, click the Other tab, mark the Suppress all auto-generated PDF attachments in the e-file checkbox. These suppression fields are automatically marked when a client is opened for the first time. To include any of these PDF attachments with the electronic file, unmark any or all of these suppressed attachment fields and recreate and transmit the electronic file.

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