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Form 9235

tara1
Level 2

I am having clients being asked by their financial institutions when then do a refinance to have us complete IRS Form 9235.

Can't find anything in Lacerte on this form, assistance is appreciated.

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qbteachmt
Level 15
Form 9325
 
Form 9325 is a confirmation form from the IRS that the tax return or extension has been received through the electronic filing process and accepted by the IRS. This form is not required, but some taxpayers may request this form to prove their returns have been e-filed and accepted by the IRS.
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sjrcpa
Level 15

I believe IRS obsoleted (if that's a word) that form years ago; but some software still generates it. Lacerte does not.

Provide a copy of the efile acceptance letter.


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qbteachmt
Level 15

9325 vs 9235.

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