What is my tax preparer, ERO, or transmitter required to provide me with as a copy of an electronically filed tax return?
A8. The preparer, ERO, or a transmitter must provide a complete copy of the return filed with the IRS to the taxpayer in any media, including electronic media that is acceptable to both the taxpayer and the preparer, ERO, or transmitter. A complete copy of a taxpayer’s return consists of the electronic portion of the return, including all schedules, forms, pdf attachments, and jurats, filed with the IRS. The copy provided to the taxpayer must include all information submitted to the IRS to enable the taxpayer to determine what schedules, forms, electronic files, and other supporting material has been filed with the return. The copy, however, need not contain the taxpayer identification number of the paid preparer. The electronic portion of the return can be contained on a replica of an official form or on an unofficial form. On an unofficial form, however, data entries must be referenced to the line numbers or descriptions on an official form. The preparer, ERO, or transmitter should a
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