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Are worksheets included in the efiled return

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Level 3
last updated ‎February 09, 2020 4:18 PM

In Lacerte, are worksheets included in the efiled return? Or are only statements included as part of the efiled return?

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Level 4
last updated ‎February 09, 2020 4:18 PM

If it prints as a Statement, then yes, it will go with the E-File.  If it is just a worksheet in the worksheets tab, then it should not be sent with the efile.

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Level 4
last updated ‎February 09, 2020 4:18 PM

My understanding is that in "Client Notes" - Statements are sent with the E-filed return but worksheets are not.

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Level 3
last updated ‎February 09, 2020 4:18 PM

Thanks so much. Do you know if worksheets other than client generated notes will be part of the efile.

For example, will the Federal Worksheet for the QBI deduction be included in the efile?

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Level 4
last updated ‎February 09, 2020 4:18 PM

I don't believe any worksheets are included in the E-File.  Are you talking about an Individual return or Partnership, etc.?

 

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Level 3
last updated ‎February 09, 2020 4:18 PM

Thanks so much for your response. I'm only talking about an individual return.

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Level 4
last updated ‎February 09, 2020 4:18 PM

I don't believe the worksheets will go with an E-File for QBI on an Individual return due to new Form 8995/8995-A

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Level 3
last updated ‎February 09, 2020 4:18 PM

Thanks- In the individual module- do you know if other worksheets that you see when you click the Lacerte Worksheet tab like the Wage Schedule, Pension & Annuities Schedule are part of the efile?

I believe only statements are included in the efile.

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Level 15
Level 15
last updated ‎February 09, 2020 4:18 PM

All those worksheets that when  printed say Keep For Your Records, are not sent to IRS.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Highlighted
Level 3
last updated ‎February 09, 2020 4:18 PM

Thanks so much. It is my understanding that only the Forms and statements are including in the efile and that the worksheets are not included in the efile.

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Level 4
last updated ‎February 09, 2020 4:18 PM

If it prints as a Statement, then yes, it will go with the E-File.  If it is just a worksheet in the worksheets tab, then it should not be sent with the efile.

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Level 3
last updated ‎February 09, 2020 4:18 PM

Thanks so much for taking the time to respond. I think Lacerte just has worksheets for tax professionals to see calculations and only statements go with the efiled return.

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