Form 7217

[anthonyafelici]

I have the Intuit Pro Series software.  If the desktop Intuit Business version has this form, why wouldn't the Pro Series have it available, or am I missing something?

[DaveF1006]

No, you’re not missing anything—ProSeries doesn’t include Form 7217 yet, though it’s available in Intuit’s Business products like Lacerte and Intuit Tax Advisor. Since Form 7217 is a new IRS form released in December 2024, it hasn’t been added to every product line. ProSeries is still going through the rollout and approval process for this form. 

You can download the form and attach it to the return as a PDF attachment. Here are the steps.

1. Download a fillable Form 7217 directly from the IRS website.
2. Fill it out manually.
3. In ProSeries, go to the Electronic Filing section.
4. Use the PDF Attachment feature to attach the completed Form 7217 to the return.
5. Select Form 7217 from the "Type" or "Link to" dropdown menu so the IRS's computers recognize what the attachment is.