Redact social security number on government copy of 104 when e-filed

[RayK-CPA]

We need the ability to redact social security number on government copy of 1040 when e-filed.  This version of the return is the best version to give banks, schools, and anyone else needing a copy of the filed return.  It is concise, complete, and no unneeded supporting schedules.  I even have a cool cover sheet automatically generated so when the pdf is forwarded it make a nice package.  The problem is it has the clients SSN etc on all the pages and that should not be distributed.  You don't know how that is going to be handled once it leaves the clients possession.  And redacting ourselves doesn't make sense, too expensive, and prone to omission.

I currently provide the client with the client copy and it has all the schedules, worksheets, etc that I feel will support the return and give the client the information of how the numbers were arrived at.  But that is way too much info for banks etc.

I load up the Preparer copy with any schedule or worksheet I might need to support my position without having to access the software.  Also not a good version to distribute.

The other solution is to add a fourth category called "DISTRIBUTION COPY" where we can determine what pages to include and it's redact-able.

We need to make security easy to do.  Perhaps the 4th version might be the best.

99.9% of my clients are e-filed fed and state.  And now 80% I get the info electronically and the return goes back to the client electronically, so moving documents needs to allow for redaction.  Yes I use a secure Portal but clients may not be as careful as we are, and the recipient of the copy may not be either.  We should do what we can.

[IntuitGabi]

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