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Form 8948 (paper file) letter instruction inclusion

Is there a spot in the Client Letter options to instruct client to sign and return Form 8948 (federal and state) if they choose to paper file? Or do we have to add this instruction for those clients through notes?

Sorry I meant the Form 8948 Opt Out statement the taxpayer(s) have to sign, (which the program produces) for the preparer to retain in their files.  No Lacerte auto-instruction included in the client letter defaults?



    Recommended Opt out letter below  by the IRS that the preparer should have signed and maintained in his records, then of Form 8948 just check box for Client Opted OUt


    Date:___________ RE: Federal Income Tax Return for Tax Year 2010
    Our Federal Tax Return Preparer whom is (Preparer Name)has informed me that he may be required to electronically file our 2010 Individual Federal Tax Return Form 1040 if he files it with the Internal Revenue Service on our behalf.
    We DO NOT want to file the return electronically and choose to file my or our return on paper forms. My preparer named above will NOT file my or our paper return with the Internal Revenue Service, and I or We will file and mail the return to the IRS ourselves.
    In addition I or We hereby assume full responsibility for filing and mailing the said return for 2010 to the IRS to comply with Internal Revenue Service Regulations for timely filing.
    I or We was NOT influenced by (Name of Preparer)or any member or associate of his firm to sign this statement

    Client Signature       Client SSN     Date


       You can add it through the Custom Letter screen, or just customize your default letter under Settings, Client Letter.  I'd guess modifying the "IRS Address" sections would work best, but you may have to play with it.


        Frankly, I ask people who insist on paper filing, to sign an opt-out form FIRST, and THEN I will prepare their return.  Otherwise, how can I legitimately fill out an 8948 saying the taxpayer has already opted out?  And if they don't opt out, and don't want to sign an 8879 either, I'm between a rock and a hard place.

        I made up my own opt-out form that says essentially what IRS recommends, and I send that form for clients to sign and return to me, as soon as someone says they don't want to e-file.

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