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10-27-2023
05:10 PM
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10-27-2023
05:10 PM
Good question - I considered doing a "disable e-file error" override, but because the return extension date was approaching, we paper filed 2022 federal personal returns with the forms 8978. I could not get an answer from Lacerte support, so I followed the program's suggestion to paper file the return.
Subsequently, another CPA firm I know, using Intuit ProSeries, did attach the form 8978 and efiled their client's 2022 form 1040 with the attachment.
So my guess is the "disable e-file error" and attaching the form 8978 may have worked with Lacerte.
Hopefully Lacerte will provide guidance for this issue in 2023.