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Posted
13 hours ago, MDCPA said:

I should know this answer, but I don't - here goes - are the lists that you create included in the EFiled returns?

Itemized lists

Posted

Sorry group - I used the wrong term - notes are what I'm looking for - are the preparer created notes included in an efiled return - thanks

Posted
6 hours ago, MDCPA said:

Sorry group - I used the wrong term - notes are what I'm looking for - are the preparer created notes included in an efiled return - thanks

There are special notes notes section on the 1040 EF form called Preparer Notes. It's my understanding that those go with the efile. Not that the IRS or anyone will ever read them. Maybe someday the IRS will have AI to read those notes and look at all of our attachments. Won't that be be fun?

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