Charitable Gift Annuity

[NECPA in NEBRASKA]

I am supposed to attach copies of my client's two charitable gift annuities to their 1040. Does this mean that I can't use the 8453 with their stock tranactions and have to mail the return? I am going to scream if I have to spend the time to enter all of these transactions when I have so much left to do on other returns.

Thanks!

Bonnie

[Bart]

I am supposed to attach copies of my client's two charitable gift annuities to their 1040. Does this mean that I can't use the 8453 with their stock tranactions and have to mail the return? I am going to scream if I have to spend the time to enter all of these transactions when I have so much left to do on other returns.

Thanks!

Bonnie

If you have to mail the return attach the stock transactions to the mailed return. Or if you efile it, attach the stock transactions AND the two charitable gift annuities to the 8453.

[NECPA in NEBRASKA]

Thanks! That's what I was going to try, because I've got to overnight this to the client.

Bonnie