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Personal Finance (Not Investing) • Tax return missing Schedule E, which is holding up a loan

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I am attempting to do a mortgage refinance on an investment property. As such, the bank asked me for the past 2 years of tax returns. After a few weeks, the bank gets back to me to point out that the Schedule E form appears to be missing from 2023. I have emailed and left voicemails with my CPA that generated the returns., but I haven't gotten a response. The bank says they can't proceed on the loan without the official Schedule E, but my accountant is ghosting me at the moment. Is there anything I can do to generate a Schedule E on my own? Or force my accountant to respond to my calls and emails?

Also, would this require re-filing an amended 2023 tax return?

Statistics: Posted by Dabeachi — Thu Aug 08, 2024 5:57 pm — Replies 5 — Views 395



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