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1040 - How to Print Bank Documents

1 year ago

 

Updated

It is required that bank documents print separately from the final tax return. This is because the banks and the IRS want to establish a difference between the tax return forms and the bank product forms. 

Therefore both sets of forms also require separate signatures from the taxpayer.

🖐  Note: The bank documents must be printed separately from the final tax return.

 

Follow the instructions below to successfully print the bank application:

1. Open a tax return to be printed.

2. Click Print >Bank Documents.

 

 

 

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