ETax847 Posted March 5, 2017 Report Posted March 5, 2017 A client is planning on funding her IRA prior to the filing deadline. I entered this in the IRA worksheet, however, that paragraph indicating such does not appear in the client letter. Anyone know what I may have overlooked to get this section to appear in the client letter. Thanks for your time. Quote
Yardley CPA Posted March 5, 2017 Report Posted March 5, 2017 You probably have, but I'll ask anyway...do you have "Client letter to display will be e-filed" checked? Quote
B. Jani Posted March 5, 2017 Report Posted March 5, 2017 There is a check mark in letter option to include sentence for IRA contribution in ATX letter. 2 Quote
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