199A Worksheet for my records prints with official return

[JHS-14]

The "199A Worksheet by Activity >Keep for your records" prints with my official return for filing by mail, in addition to the "Form 1065 199A Statement A Summary". 

Is this "Keep for your records" worksheet supposed to be filed with our return?  I would think not, given the notation that it's for our records.  I don't understand why the TurboTax print center includes it with the official forms required for filing.

[Anonymous]

if it says keep for your records don't file it.   if you e-file only the required documents are submitted. 

[4SSparky]

Agreed. It would be nice to see an informative answer to this. There are any number of reasons someone will paper file and it seems entirely reasonable to expect Turbo-Tax to generate only the forms for official filing when that is what is selected. Instead I get a bunch of smart and 199A worksheets. 199A is fairly new and I am not sure what IRS wants. It would be nice to see TT correctly sort out what goes and what doesn't. 

[Critter-3]

In the FILE tab if you choose to mail in the return then the PDF that is presented only has the forms needed to be mailed  + the mailing instructions.

If you choose to print the return from the PRINT CENTER instead you have 3 options to choose from ... just the return,  return + IRS worksheets and  return + IRS worksheets and TT worksheets. 

[SpaceBuckaroo]

I agree this is a problem.  While going through the step by step, I get to File a Return.  I select Print Tax Return for Mailing, and hit the Print Return to Mail button.  I end up with a list that includes all the files that I'm not suppose to mail.  There is another tab for printing all the pages for "My Records", but for now, I'm not a tax expert, TurboTax is the tax expert, they should know WHAT documents I need to mail and NOT print a book.

I didn't even look at the pages last year.  I wonder what the IRS did with all the extra pages.

[Critter-3]

The data input operator simply  ignored the excess pages. 

[SpaceBuckaroo]

Thank you.  I was in the process of eliminating all the "Keep for your records" pages, and I found the last page in the print out stack/book that says "Additional information from your 2021 Federal Partnership Tax Return" that didn't have any notes saying keep for your records and I didn't know what to do with it.

[Compuski1]

I agree that this is a concern.  When I print my Form 1065 return for filing by mail, included is the 199A Summary and the 199A Worksheet by Activity (the Worksheet is marked "keep for your records").

I do not understand why these forms should be filed,  I would very much like an explanation as to why Turbotax has these for filing.

Is this a bug?

[Critter-3]

If you efile the partnership you don't need to worry about all those paper forms.