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Federal input screens

Screen 8453 - Paper Document Attachments

Overview

Use this screen only if you intend to file this return or extension electronically. If you are required to submit an attachment to the IRS for an electronically file tax return, UltraTax CS prints Form 8453 with the return.

Form 8453 Paper Document Attachment

Enter
1
Yes
 (in ERO's possession) or
3 Yes
 (in taxpayer's possession) if you have attached Form 1098-C, or acceptable donor documentation, to Form 8453.
Enter
1 Yes
 (in ERO's possession),
3 Yes
 (in taxpayer's possession), or
4 Yes
 (acceptable substitute) if you have attached Form 2848, or other power of attorney, to Form 8453 as an agent signing the tax return for the taxpayer. When attaching a power of attorney other than Form 2848, also complete the
Name of power of attorney
 field in the PIN screen.
Enter
Y
 or
1
 if you have attached Form 3115 to Form 8453.
Enter
1 Yes
 (in ERO's possession) or
3 Yes
 (in taxpayer's possession) if you have attached a historical structure certificate for Form 3468 to Form 8453 to verify the historic structure status.
Enter
1 Yes
 (in ERO's possession) or
3 Yes
 (in taxpayer's possession) if you have attached a certificate or reseller statement regarding biodiesel to Form 8453.
Enter
Y
 or
1
 if you have attached Form 5713 to Form 8453.
Enter
1 Yes
 (in ERO's possession) or
3 Yes
 (in taxpayer's possession) if you have attached Form 8283, Section A statement, or Section B appraisal for noncash contributions, to Form 8453.
Enter
1 Yes
 (in ERO's possession),
3 Yes
 (in taxpayer's possession), or
4 Yes
 (acceptable substitute) if you have attached Form 8332 to Form 8453.
Enter
1 Yes
 (in ERO's possession) or
3 Yes
 (in taxpayer's possession) if you have attached Form 8858 and the organizational chart to Form 8453.
Enter
1 Yes
 (in ERO's possession) or
3 Yes
 (in taxpayer's possession) if you have attached a Form 8864 biodiesel certificate or statement to Form 8453.
Enter
1 Yes
 (in ERO's possession) or
3 Yes
 (in taxpayer's possession) if you have attached the required documentation for Form 8885 to Form 8453.
The required documentation is a copy of both the invoice for the health insurance premiums and proof of payment. The invoice or COBRA payment coupons must have the taxpayer's name (or the name of the policy holder), the name of the health plan, the monthly premium amount, the dates of coverage, and the health plan identification numbers. Proof of payment can be canceled checks, bank statements, credit card statements or money orders. COBRA coverage also requires a copy of the COBRA Election Letter. Coverage through a spouse's employer also requires copies of paycheck stubs showing the health coverage deductions and a letter from the employer stating that the employer contributed less than 50% of the cost of coverage. See the Form 8885 instructions for further details.
An acceptable substitute for Form 8949, Sales of Other Dispositions of Capital Assets, may be attached to Form 8453 in lieu of reporting each transaction separately in the
Schedule for detail
 statement in the B&D screen or the
Broker and barter exchange transactions
 statement in the Broker screen. To do so, see Attaching a Form 8949 substitute to Form 8453.

Auto-generated PDF Attachments - Suppression

UltraTax CS automatically generates a PDF attachment to the electronic file when the Partner's basis worksheets, Shareholder's basis worksheets, Net operating loss worksheets, Education savings account (ESA) and Qualified Tuition Program (QTP) worksheets, Farm income averaging worksheets, and/or Qualified business income deduction (QBID) activity aggregation worksheets are printing. Enter
X
 in the corresponding field to suppress any of the worksheets that have been auto-generated to include in the electronic file.
To suppress the automatically generated PDF attachments for all clients not yet opened, choose Setup, 1040 Individual, and then Other Return Options, select the Other tab, mark the
Suppress all auto-generated PDF attachments in the e-file
 box. These suppression fields are automatically marked when a client is opened for the first time. To include any of these PDF attachments with the electronic file, unmark any or all of these suppressed attachment fields and recreate and transmit the electronic file.
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