Knowledge Base

14877: Optional Statements on e-Filed Returns

1040 Individual

How can I send an optional statement with a return I plan to e-file?

To create and send an optional statement with an e-filed return, the SCH (Unformatted Statement) screen on the Miscellaneous tab of data entry will need to be completed. For the type of attachment/statement number and title, select code X or E.  When sending an optional statement, a statement title will also need to be entered at the bottom of the screen.

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