Before you can attach a form from TurboTax Business, you must first save it as a PDF to your local computer. Note that the safe harbor form name has changed, and the "E-file" menu is part of the File a Return section.
- Go to Forms in the upper right section of the TurboTax header.
- Look for RREE Statement in the left column; click the form to open it in the main window.
- Click Print at the bottom of the form; it defaults to printing only the form you have open.
- Choose Save As PDF at the bottom.
- Saving to your desktop may be the best choice.
- Click Step-by-Step to go back to your return.
If you have the ability, print, sign, and scan the RREE Statement.
Now go to File >> File a Return and follow the prompts.
When you are asked to upload a PDF, navigate to the location where you saved the RREE Statement.
Proceed to e-file your business return.
Be sure you save a PDF copy of your entire return for your records. Occasionally, the IRS will request that you mail in a signed form even though it was attached to the e-file.
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