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Returning Member
posted Apr 8, 2025 12:09:12 PM

efile or print and include form 8990 and mail the forms?

I am a LP of a rental property partnership LLC.

 

My Schedule K-1 has Line 13 with Code K and so I got the message "You entered a value in Box 13 for Code K - Excess business interest expense. The program currently does not support Form 8990 - Limitation on Business Interest Expense Under Section 163(j). You may need to print and complete a copy of Form 8990 and attach it to your return."

 

However, when I completed everything and ready to File, it says "We recommend e-filing because it's quick and easy."

 

I downloaded the returns and reviewed and I see Form 8582 with Line 2 information from K-1.  Can I go ahead and do e-filing as the system seems to be allowing? Or do I need to print it and attach Form 8990 to reflect Line 13 and mail the forms? Note that Line 13 K is about $1900.

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6 Replies
Expert Alumni
Apr 9, 2025 12:21:44 PM

Yes, you will need to print, sign and mail your entire return in order to include Form 8990.

Returning Member
Apr 9, 2025 5:30:57 PM

Thank you @PatriciaV  for the response.

 

Can I do efiling and mail the Form 8990 separately?

Also, is there an equivalent form for California? If not, can I still do efiling for the State?

Expert Alumni
Apr 10, 2025 11:06:28 AM

Unfortunately, Form 8990 must be mailed with your complete federal tax return. They cannot be submitted separately. However, you should be able to e-file your state return. (There is no CA equivalent form.)

New Member
Apr 13, 2025 4:59:19 PM

I am having this issue as well, however, I also discovered through some other posts (e.g. https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/e-file-state-return-federal/L4QgQa0Vi_US_en_US) that a state return cannot be eFiled if you do not eFile the federal return first.

 

This seems to be a significant issue since I'm filing a New York state return where, according to NYS regulations, if you use tax preparation software like TurboTax to prepare your return you must eFile it. How am I supposed to handle this?

New Member
Apr 13, 2025 5:04:36 PM

On a related note: Despite TurboTax telling me (during the K-1 form entry) that I would need to print out form 8990 and manually file my federal return, it is now recommending to me during the filing step that I eFile.

Returning Member
Apr 15, 2025 10:26:25 AM

a state return cannot be eFiled if you do not eFile the federal return first

 

Yes, that seems to be the case. So, I ended up mailing both.