How to E-File Statements in ATX

[rickart]

I'm new to ATX. I am sure that the answer to this is somewhere in the forum archive, but I can't find it.

Though I know it's possible from the IRS perspective to e-file statements (e.g., adding further detail they need to know such as that Box 14 Amounts show the ISO exercises at amount $X that are included in Box1 or that there are more lines to the Form X Line Y and here's the detail). I know how to do it in Lacerte and some other software, but not for sure in ATX.

Does using Forms -> Lists -> Create Statement do the trick to get what's in that statement transmitted with the e-file for the return?

Best regards and TIA,

Rick Art

[taxtrio]

click on add forms, and type in "elections" or "statements" and add it to return.

Go into elections, choose 1040, (tab at bottom). a whole new world of statements, and elections will open up to you.

Go exploring... you'll find lots of new things.

[taxperson]

I'm new to ATX. I am sure that the answer to this is somewhere in the forum archive, but I can't find it.

Though I know it's possible from the IRS perspective to e-file statements (e.g., adding further detail they need to know such as that Box 14 Amounts show the ISO exercises at amount $X that are included in Box1 or that there are more lines to the Form X Line Y and here's the detail). I know how to do it in Lacerte and some other software, but not for sure in ATX.

Does using Forms -> Lists -> Create Statement do the trick to get what's in that statement transmitted with the e-file for the return?

Best regards and TIA,

Rick Art

Go to the EF Info worksheet. Those sort of additions go on the Elec Exp or Reg Exp worksheet.