Forms 8879 and OK 511-EF

[Dan]

Question:  Are you required to send in Oklahoma 511-EF when you e-file an Oklahoma return in the ATX program?   If so, must the form above be signed?

Question:  Are you required to send in Form 8879 when you e-file in the ATX program?  Also, must the form above be signed?

[Lion EA]

You are required to have a signed Form 8879 before e-filing a return. You are required to keep the signed Form 8879 for the appropriate number of years.

Sorry, I can't help with Oklahoma forms.

[jklcpa]

8 hours ago, Dan said:

Are you required to send in Form 8879 when you e-file in the ATX program?  Also, must the form above be signed?

As Lion said, as the ERO you are REQUIRED to have the signed 8879 in your possession before e-filing the return, and you ARE REQUIRED to keep it for 3 years from the later of the due date of the return or the date the IRS received the return.    You do NOT send it to IRS unless the IRS requests it.

Also like Lion, can't help with OK.

[Lee B]

Here is a list of all the state efile requirements: ( Although it's from Drake, it popped up in an online search )

https://kb.drakesoftware.com/Site/Browse/15778/1040-State-Signature-and-Declaration-Forms