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How to resolve Lacerte diagnostic Ref 9843 and Ref 9844 - Form 8453-EO must be attached

SOLVEDby IntuitLacerte Tax27Updated July 12, 2022

This article will help if one of the following e-file critical diagnostic is generating:

  • e-file: PDF attachment: A PDF of the signed Form 8453-EO must be attached to the return, when not using the e-file PIN signature option. Using an e-file PIN signature option to electronically sign the return eliminates the need to scan and attach a PDF copy of Form 8453-EO. (ref. #9843)
  • Extension: PDF attachment: A PDF file of the signed Form 8453-EO must be attached to the extension, when not using the e-file PIN signature option. Using an e-file PIN signature option to electronically sign the extension eliminates the need to scan and attach a PDF copy of Form 8453-EO. (ref. #9844)

These diagnostics will generate if:

  • The PIN signature option hasn't been setup.
  • Form 8453-EO is generating (e-file PIN signature is suppressed).

To set the PIN signature option globally:

  1. From the Settings menu, select Options.
  2. Go to the Tax Return tab.
  3. In the section Tax Return Options, locate the e-file PIN Signature option.
  4. Select When applicable from the dropdown menu.

To set the PIN signature option per client file:

  1. Go to Screen 5, Electronic Filing.
  2. Locate the Paperless Filing-Overrides section.
  3. Enter a 1 in e-file PIN signature: 1= when applicable, 2= suppress [O].

To attach a signed copy of Form 8453-EO:

  1. Scan the signed copy of Form 8453-EO as a PDF and save.
  2. Go to Screen 5, Electronic Filing.
  3. Select PDF Attachment > Add > Attach PDF.
  4. Select Browse Files and locate the scanned PDF.
  5. Select the document and select Open.
  6. Enter a 1 or 2 in 1=Form 8453-EO (990/EZ/PF), 2=Form 8453-EO (8868).

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