NECPA in NEBRASKA Posted April 11, 2009 Report Share Posted April 11, 2009 I am supposed to attach copies of my client's two charitable gift annuities to their 1040. Does this mean that I can't use the 8453 with their stock tranactions and have to mail the return? I am going to scream if I have to spend the time to enter all of these transactions when I have so much left to do on other returns. Thanks! Bonnie Quote Link to comment Share on other sites More sharing options...
Bart Posted April 11, 2009 Report Share Posted April 11, 2009 I am supposed to attach copies of my client's two charitable gift annuities to their 1040. Does this mean that I can't use the 8453 with their stock tranactions and have to mail the return? I am going to scream if I have to spend the time to enter all of these transactions when I have so much left to do on other returns. Thanks! Bonnie If you have to mail the return attach the stock transactions to the mailed return. Or if you efile it, attach the stock transactions AND the two charitable gift annuities to the 8453. Quote Link to comment Share on other sites More sharing options...
NECPA in NEBRASKA Posted April 11, 2009 Author Report Share Posted April 11, 2009 Thanks! That's what I was going to try, because I've got to overnight this to the client. Bonnie Quote Link to comment Share on other sites More sharing options...
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