Alternative filing method for e-filed returns that Include Form 8915-E and Form 7202

 

Because Forms 8915-E and 7202 are new and impacted by recent legislation, IRS has provided alternatives for these forms to be included with an e-filed return. Some software providers allow the forms to be attached as a pdf, others as a statement attached to the filing. As an alternative to attaching a PDF of Form 8915-E or 7202, to increase e-filing and reduce paper filing, software providers may instead include with the e-filed return a general dependency statement that includes all the information requested on Form 8915-E or 7202 if they are unable to attach a PDF of the form. Such a statement should look similar to the following for Form 8915-E, or correspondingly similar for Form 7202. Forms that have been typically filed as a PDF in the past, such as Form 8915-E, or other new forms not yet on XML, should still be sent in as a PDF.

Form 8915-E

Name xxxxxxxxxxxx xxxxxxxxxxxx

SSN xxxxxxxxx

worksheet 2 x

Disaster xxxxxxxxxxxxxxxxxxxxxxx

Disaster Date xx/xx/xxxx

Line 1 xx/xx/xxxx

Line 1a 100000

Line 1b 100000

Line 1c 100000

Line 2 xx/xx/xxxx

Line 2a 100000

Line 2b 100000

Line 2c 100000

Line 3 xx/xx/xxxx

Line 3a 100000

Line 3b 100000

Line 3c 100000

Line 4a 100000

Lin 4b 100000

Line 4c 100000

Line 5 100000

Line 6 100000

Line 7 100000

Line 8 100000

Line 9 opt-out x

Line 9 100000

Line 10 100000

Line 11 100000

Line 12 Yes/No

Line 13 100000

Line 14 100000

Line 15 100000

Line 16 100000

Line 17 x

Line 17 100000

Line 18 100000

Line 19 100000

Disaster xxxxxxxxxxxxxxxxxxxxxxx

Line 20 Yes/No

Line 21 100000

Line 22 100000

Line 23 100000

Line 24 100000

Line 25 100000