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Attach electronic copy of Form 8949 substitute statement

Most brokers provide their own Form 8949 substitute statement. Do the following to attach a substitute statement:
  1. Go to the
    Income
     input folder.
  2. Select the
    Broker
     screen.
  3. Open the
    Proceeds from broker transactions
     statement.
  4. In the
    Desc
     field, enter
    See attached
    . You can also add more descriptive text if you want.
  5. Enter the total amount of capital gains and losses.
  6. In the
    Force
     field, enter
    1
     for short-term,
    2
     for long-term, or
    3
     for 28% rate.
  7. If multiple items exist, enter the summary statement items within the 1st 10 rows of the statement to ensure proper processing by the IRS.
  8. Scan the Form 8949 and save the scanned copy on your computer or computer network.
  9. The IRS recommends that you save the PDF attachment of Form 8949 as "Form 8949 Exception to reporting" followed by a name to identify the broker.
  10. In UltraTax CS, select
    Edit
    , then
    Electronic Filing Attachments
    .
  11. Select
    Add
    .
  12. In the
    Product
     field, then select
    Federal
     from the dropdown.
  13. In the
    Return
     field, select
    Tax Return
    , if it's not already entered.
  14. In the
    Attachment title
     dropdown, select
    Form 8949 Exception to reporting <enter name>
     and change
    <enter name>
     to the broker's name.
  15. Select
    File
     then
    Browse
     to go to the location of the substitute statement you want to attach.
  16. Select
    OK
     to return to the
    Electronic Filing Attachment
     window. Repeat steps 4–9 to add more attachments.
  17. Select
    View Attachment
     to view the PDF file to include in the electronic file.
  18. When finished, select
    OK
     to close the window. Now, when you create the electronic file, the attachments will be included as part of the file.
UltraTax CS produces an Electronic Filing - PDF Attachment Report that lists the PDF files, including the title of the PDF files and the attachment source of the files, that you've attached to the electronic file for each return.
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