Multiple Sch D entries...any way to avoid?

[AZ-Tax]

and still efile?

[gkaiseril]

Does the brokers statement include all of the information required by Schedule D including the the totals for the long and short term gain or loss? If so, you can eFile and you can send a copy of the broker statement using the 8453.

[AZ-Tax]

Yes, its Gainskeeper

by filing a 8453, does it in anyway delay the IRS refund? Also, I see no signature is required on the form 8453.
Does one give a copy to the taxpayer?

Also, my DCN number is not auto filing.
Does the form 8453 require the full DCN number/

[ChEAr$]

Yes it does.

by filing a 8453, does it in anyway delay the IRS refund? Also, I see no signature is required on the form 8453.
Does one give a copy to the taxpayer?

Also, my DCN number is not auto filing.
Does the form 8453 require the full DCN number/

No signature requried on the 8453. I have one waiting for taxpayer signature on 8379.
When he does sign AND pays me of course, I will then efiled the return and simply
write in the DCN on the 8453 before sending it via snail mail to Austin.
And no, form 8453 I don't give to taxpayer.

[Jesse]

This year and in the past I have filed form 8453 for fuel tax credit and when attaching a form 8332 and it has not delayed the refund.

This year I give a copy of the 8879 and 8453 to my clients and even though there is not a signature line on the 8453.

In the past the return is not considerd filed until the 8453 is received by the IRS, I don't know if that has changed w/out needing a signature.

[ChEAr$]

I take it that

This year and in the past I have filed form 8453 for fuel tax credit and when attaching a form 8332 and it has not delayed the refund.

This year I give a copy of the 8879 and 8453 to my clients and even though there is not a signature line on the 8453.

In the past the return is not considerd filed until the 8453 is received by the IRS, I don't know if that has changed w/out needing a signature.

this has changed. The reason for prevously not considering a return filed until 8453 received was because it was THE signature document, and it no longer is.

[AZ-Tax]

Form 8453 refund delay?

My experience has been when I e-file a Fed return w/o mailing in any forms, the refund is usually within 2 weeks for direct deposit.

So am I understanding you correctly, if I e-file my client Fed return with direct deposit and at the same time drop the form 8453 in the snail mail, the refund will not be delayed?

That would mean the IRS never got a chance to match up the form 8453 with the tax return before depositing the refund in my client checking account. Is that the normal process for the IRS?

[Jesse]

>>That would mean the IRS never got a chance to match up the form 8453 with the tax return before depositing the refund in my client checking account. Is that the normal process for the IRS?<<

That has been my experience. I would imagine if the IRS does not receive the info that is supposed to be attached to the 8453 they will issue notices, file liens, garnish wages, etc in order to recoup any refund issued in error.

[ChEAr$]

forms to IRS

heck, those kind, forms 8453, they don't even open them up for weeks at a time.