Safe harbor Section 199A signature

[99mtamchamp]

I am currently working through a partnership return and am getting a critical diagnostic stating I need to attach a signed document to the return.  This is the diagnostic...The safe harbor election was claimed for this rental real estate enterprise. Pursuant to IRS Notice 2019-07, a signed statement PDF must be attached to the return stating that all qualifications for the safe harbor have been met.  I know that was required for 2018 returns but my understanding is that requirement is not in place for 2019.  Has anyone else seen this change for 2019 returns?

[itonewbie]

You're right.  PTO is referring to Notice 2019-07 that was made obsolete by Rev. Proc. 2019-38 for TY2019.  Under the final rules, signature is no longer required on the statement.

@IntuitAustin Could you please look into this and give us an update?  Thanks!

[99mtamchamp]

I agree..thanks for forwarding this to PTO

[itonewbie]

NP, @99mtamchamp! Have a great weekend ahead.

[IntuitAustin]

Thanks for calling this out @itonewbie . I'm making our tax development team aware of this so they can update the forms accordingly. In the mean time, you can check the ignore box on the diagnostic and proceed to file. 

[itonewbie]

Thanks, @IntuitAustin!

Would you have an ETA for that?  If it'll take a while, it'd be best if Intuit could put up a notification so that other users are aware.

[IntuitAustin]

Hello all,

This issue will be fixed in a future release towards the end of this month

Austin

[99mtamchamp]

It looks like they took the signature requirement off, but doesn't the election statement still need to be attached to the return?  I was getting a diagnostic yesterday and now its not there.

[itonewbie]

The statement is there.  You need to trigger its production.  See this thread for more details.

The equivalent input screen for PTO is Income > Rental and Royalty Income (Sch E) > Qual. Bus. Inc. Deduction

https://proconnect.intuit.com/community/lacerte-discussions/discussion/re-form-1040-how-to-claim-qbi...

[Jonesin1]

Why is signature on Safe Harbor stmt in red? I know it is not required this year, but client insists. Was attached as PDF

TIA