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.