![]() The problem is probably not with your Form 8960. It is very likely that your Form 8960 has been filled in correctly by TurboTax. Any advice other than, "You must wait for the IRS to fix the issue" is bad advice. Sadly many TT employees don't seem to know what they're talking about. Tax fraud is not the answer.Ī TurboTax employee told me to delete Form 8960, or change Line 4a/4b to $0, and then try to e-file again You'll be able to e-file within just a few weeks (or sooner). There is no guarantee that any of these schemes will get your return accepted by the IRS.If you want to keep it honest, you'll have to amend your return later.You would be knowingly filing a false return.not reporting income), fudging numbers (e.g., entering fictitious rental income), or entering zeros (i.e., not following the instructions for Form 8960). Will the IRS accept my return if I delete my 1099s, or if I fudge the numbers, to avoid their faulty business rules?Ī few folks have posted about avoiding the erroneous rejection by deleting 1099s (i.e. If it is $0, s ee note for H&R Block users further down in this post. If you tried to use HRB, check Line 4b of your Form 8960 on H&R Block. ![]() The problem is an IRS “Known Issue” – it is not a problem with any specific tax prep service.īut I just filed with H&R Block (or "H&R Block just accepted my return")Īre you sure your return was accepted by the IRS? Just because H&R Block didn't immediately throw an error/rejection, or said "accepted," does not mean the IRS has accepted/approved your return! If you’re receiving this rejection code with TurboTax, your ability to e-file will NOT be different with another tax prep service. MANY, MANY users of TaxAct, H&R Block, FreeTaxUSA, and other tax prep services are reporting the exact same erroneous rejection. TurboTax stinks! I’m going to use H&R Block, TaxAct, FreeTaxUSA, etc. The IRS specifically states this in their 2022 "Known Issues" spreadsheet (Row 74). Your return was rejected because of a "Known Issue" with IRS systems that results in erroneous rejections. It does NOT review IRS systems for "Known Issues" and errors in their business rules. The TurboTax review checks your tax return for errors. Isn't that proof that TurboTax is the problem? Open the IRS’s 2022 “Known Issues” spreadsheet and read Row 74.īut TurboTax review said I had no errors, and I was rejected anyway. Instead, check the IRS's "Known Issues" spreadsheet for updates, or check back here for updates.īut I know this is a TurboTax problem, not an IRS problem! I have the evidence… ![]() Just in case, I recommend against hitting the "File My Taxes" button as a way of checking if the IRS has fixed the problem. Or you can wait for a notification from TurboTax that may never come.ĬAUTION: A few folks have mentioned that the IRS has a limit of five (5) e-file attempts before requiring that you paper file, though it's not clear if that's true. I'll update this post when we know the issue is fixed, but the best way to know is to check the spreadsheet on the IRS’s website from time to time to see if there have been any updates. You must wait until the IRS fixes a known issue in their systems! Be patient!įrom the latest IRS’s 2022 “Known Issues” spreadsheet (Row 74),: “Business Rules will be updated sometime in late February to mid-March 2023.” You may not be able to e-file until sometime between late February to mid-March 2023. When will I be able to e-file my taxes? How will I know when the issue is fixed? These business rules need to be modified to reflect the updates to the Instructions for Form 8960 (Tax Year 2022) regarding the Specific Instructions for Line 4a to include Schedule C (Form 1040) amounts reported on Schedule 1 (Form 1040), line 3 and Form 1041, line 3. The issue can affect anyone filing Form 8960, regardless of which tax prep service they use.įrom the IRS spreadsheet of 2022 "Known Issues":īusiness Rules F8960-019-04 and F8960-003 may cause returns to erroneously reject. The IRS has confirmed a “Known Issue” in their systems which causes valid e-filings to be erroneously rejected. Why was my TurboTax e-file rejected by the IRS with Reject Code F8960-019-04? Meanwhile two developments with HRB users: *many* of the people who claimed their filings were "accepted" at HRB are now receiving the exact same rejection - it just took longer to get rejected with HRB and HRB appears to be completing Form 8960 correctly (deducting "non-passive" income on line 4b). Still no updates from the IRS, though TT employees are still suggesting to some users that an IRS fix is imminent. ![]() On or after this resolution date you may resubmit this return for electronic filing. According to Turbo Tax: This issue will be resolved on February 19, 2023.
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