8453 attacments

[jimenright]

I will soon be filing a return with an 8453 with the 8332 box checked. I scanned the two 8332s and attached them as a PDF. My software vendor (Tax Slayer Pro) informs me that attaching the PDF does not preclude having to mail the 8332s to the IRS with the 8453. I thought the purpose of being able to attach a PDF is to avoid this mailing requirement.

What say you?

[taxea]

I thought the 8332 was included with the elf using the PIN signature and that 8332's did not have to go with 8453. I have yet to have the IRS ask for the original signed copy of the 8332 after filing. And, I agree, I thought the purpose of the pdf inclusions was to eliminate the 8453.

[DexEA]

http://www.irs.gov/pub/irs-pdf/f8453.pdf

The Form 8332 has always been required to be mailed in. It might help to review the F8453 and F8332 as especially the F8332 seems to get you confused.

You could just search irs.gov.

[FEDUKE404]

Thought you HAD to send Form 8453 ?

I thought the 8332 was included with the elf using the PIN signature and that 8332's did not have to go with 8453. I have yet to have the IRS ask for the original signed copy of the 8332 after filing. And, I agree, I thought the purpose of the pdf inclusions was to eliminate the 8453.

Interesting.

It is my understanding that in the case of having Form 8332 that you first efile as you normally do, via Form 8879. AFTER the return is acknowledged/accepted by the IRS, THEN you must send Form 8453 (with specified relevant documents, such as Form 8332, attached) via snail mail to Austin, TX. You are required to send the Form 8453 within three days of IRS acceptance of the efiled return.

At least them's the rules I thought were in place. The link/instructions cited by DexEA seem to confirm what I have been doing.

Just because the IRS has not "asked" for something does not, in and of itself, carry very much weight for me.

FE

[ruthc]

Yes, send in Form 8453

Yes, I agree. You must send it in according to the form instructions. Whether the IRS checks this is another story, but the policy is that it must be sent in as stated above.

[Redneck]

ProSeries Readme Files

This is listed in the readme file of my software. Is it right?? I do not know.

PDF attachments will be supported for electronic filing with Federal 1040 returns

As you create returns for electronic filing, ProSeries will automatically track attachments required to be submitted with the Form 8453 Transmittal for an IRS e-file Return (or you can check applicable boxes to identify attachments). If you would like to attach some or all of these attachments as PDF files you can now access that option for the Federal 1040 return under the e-file menu (either from within the return or on the HomeBase when the return is highlighted). The Form 8453 will automatically keep track of required attachments that have been attached as PDF.

Important Note: If you attach all required attachments as PDF the Form 8453 Transmittal for an IRS e-file Return is no longer required to be filed on paper. However if you choose to only attach some of the required attachments as PDF you must still paper file the Form 8453 with the remaining required attachments.

[taxea]

This is listed in the readme file of my software. Is it right?? I do not know.

PDF attachments will be supported for electronic filing with Federal 1040 returns

As you create returns for electronic filing, ProSeries will automatically track attachments required to be submitted with the Form 8453 Transmittal for an IRS e-file Return (or you can check applicable boxes to identify attachments). If you would like to attach some or all of these attachments as PDF files you can now access that option for the Federal 1040 return under the e-file menu (either from within the return or on the HomeBase when the return is highlighted). The Form 8453 will automatically keep track of required attachments that have been attached as PDF.

Important Note: If you attach all required attachments as PDF the Form 8453 Transmittal for an IRS e-file Return is no longer required to be filed on paper. However if you choose to only attach some of the required attachments as PDF you must still paper file the Form 8453 with the remaining required attachments.

Thank you Redneck for making this clearer than I did.

[Kram BergGold]

Pro Series

In Pro Series on Schedule D, where you check the box saying there is an attachment showing multiple sales, there is a note that says you only check yes if you are paper filing the 8453. So, if you are attaching a PDF you do not check yes and you do not print out Form 8453.

[FEDUKE404]

Different scenario ?

In Pro Series on Schedule D, where you check the box saying there is an attachment showing multiple sales, there is a note that says you only check yes if you are paper filing the 8453. So, if you are attaching a PDF you do not check yes and you do not print out Form 8453.

One might make a reasonable argument that there is a distinct difference between attaching a PDF copy of client stock transactions to support certain Schedule D entries versus doing the same for an IRS Form 8332 which also requires (original???) signatures.

Since I don't use ProSeries, I don't really know the answer and quess I'm just stuck with having to find an envelope and a 46¢ stamp.

FE

[taxea]

One might make a reasonable argument that there is a distinct difference between attaching a PDF copy of client stock transactions to support certain Schedule D entries versus doing the same for an IRS Form 8332 which also requires (original???) signatures.

Since I don't use ProSeries, I don't really know the answer and quess I'm just stuck with having to find an envelope and a 46¢ stamp.

FE

Or doing some research to determine the IRS intent on allowing pdf attachments. I surmise it is because they are working toward the efiling of all necessary information on a return and eliminating the 8453.

[FEDUKE404]

I can't make the rules. . .

Or doing some research to determine the IRS intent on allowing pdf attachments. I surmise it is because they are working toward the efiling of all necessary information on a return and eliminating the 8453.

I do plenty of research, thank you.

The IRS is already allowing certain PDF attachments, such as for Sch D multiple transactions. It is a valid observation that at some point in the relatively near future the IRS will likely be an electronic return universe for all matters.

But for now, I cannot predict what the IRS is "working toward" but rather feel somewhat compelled to follow the current rules for Form 8453 (and Form 8332) as cited in the IRS instructions for same.

FE

[WhiteOleander]

i do plenty of research, thank you.

The irs is already allowing certain pdf attachments, such as for sch d multiple transactions. It is a valid observation that at some point in the relatively near future the irs will likely be an electronic return universe for all matters.

But for now, i cannot predict what the irs is "working toward" but rather feel somewhat compelled to follow the current rules for form 8453 (and form 8332) as cited in the irs instructions for same.

Fe

amen!!!!!!!!

[oceanlovin'ea]

oh, nooooooooooo!!'

I have an 8453 on my desk that I needed to mail last week. I did the return before IRS was accepting and then efiled his return. Then forgot to mail it.
Glad I saw this thread...it reminded me to mail it in.
I'm sending my husband to the post office right now (on his way to massage therapist) to mail it.

Thanks for jogging my memory

Linda, EA

[mactoolsix]

Recommended PDF attachments w/Mefile

Tax Year 2012 Recommended Names for PDF Files Attached to 1040 MeF Submissions

http://www.irs.gov/pub/irs-utl/TY12_Recommended_Names_for_PDF_files_attached_to_1040_MeF_Submissions.pdf

Mike

[jimenright]

I saw

this list, I think from IRS Pub 1346 before I initiated the original post -- it was part of my motivation for the post. When I attached the pdf of the two 8332s the software changed the name of the file thus it did not have the file name recommended by the pub. I called Tax Slayer and after a few incorrect answers and a chat with others at Tax Slayer the person on the phone informed me that I would have to mail in the 8332s. At one point they told me I only had to have the 8332s in my possession. At one point they told me I would have to personally witness the signing of the 8332s. There seems to be a lot of confusion on this issue, even from those who wrote the software. I guess I will continue to mail in the 8453 attachments until I know for sure how to handle it. Maybe I will do it both ways, that should confuse them.