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Retirement tax questions
it's possible, however the IRS has some rules regarding the use of the Substitute form 4852. This is the issue regarding the e-file and more importantly the lack of a federal EIN. These numbers are tracking mechanisms for the IRS.
I understand by having the ability to adjust the state return, you could use the 'Other' income option without the need to mail your tax returns.
I will pass on your suggestion.
@mckeague
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‎April 12, 2022
1:50 PM