rbynaker
Level 13

@Terry53029 wrote:

You attach your statement as a PDF. When you have the client open, click on e file, attach PDF. I hope you realize once you make that election it can only be changed with IRS permission.


I question the relevance of this election post-TCJA.  I can't imagine a situation where I would need or want to make this election.

See this CCM for a good explanation:

https://www.irs.gov/pub/irs-wd/1201017.pdf

Rick

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