hgtc
Level 5

Lacerte automatically create pdf file of "QBI Rental Real Estate Safe Harbor" statement when client's rental property qualified for QBI deduction.

Do we still need to ask clients sign this statement, insert signed pdf file, and, replace the one Lacerte already has under "e-file attachment" (without taxpayer's signature)?

Thanks.

0 Cheers
itonewbie
Level 15

The IRS removed the signatory requirement way back with the issuance of Notice 2019-38.

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Still an AllStar

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hgtc
Level 5

Thank you.