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If someone receives a 1099-R with a distribution code 3, can they qualify for earned income credit? The person receives his pension because he became disabled. As long as the person claiming the disability annuity and under 69 half (min retirement age) they can report their information on line 7 of 1040 as income.IRS Pub. 596 pages 10-11, it indicates the disability payments may be earned income. It states "If you retired on disability, taxable benefits you receive under your employer’s disability retirement plan are considered earned income until you reach minimum retirement age. Minimum retirement age generally is the earliest age at which you could have received a pension or annuity if you were not disabled. You must report your taxable disability payments on line 7 of either Form 1040 or Form 1040A until you reach minimum retirement age."

Simply go to [Add Form] and type 8825, then find the 8825 Pg 2 and add that form.  You can then duplicate/copy the 8825 pg 2 as many times as you want.

Is the Main Info Sheet completely filled out with the EIC box in the dependent information section marked with an X? Is the correct birth date entered for the child, and is the relationship a qualified relationship (see the 1040 instructions)? Read the questions at the top of the EIC worksheet. Check Questions 11-17. These questions calculate for you. The information on each question tells you if you can continue with the next question. Does the Taxpayer not have any dependents? If the taxpayer does not have qualifying children, make sure that you correctly entered the birth date on the Main Info Sheet and that the taxpayer is over age 25, but under age 65. Does the taxpayer, spouse and/or qualifying children have valid social security numbers? If any of them have an ITIN/ATIN they do not qualify for EIC. Is the question at the top of the Schedule EIC Form marked If the taxpayer seems to qualify for EIC, but does not, check here for "No"? If this box is marked EIC will not calculate. Note: A scenario that this boxed should be checked would be if someone else in the household made a majority of the household income, but did not claim the current taxpayer as a dependent, even though they could be.

This occurs because the code entered in Box 12 of Form W-2 is not capitalized. Modernized E-File validation is case sensitive, whereas Legacy e-filing is not.   To correct this problem, change the code entered in Box 12 of Form W-2 to a capital letter.  

This can occur because only one multi-plan 5500 return can be active at a time. That return has to have been e-filed (and an acknowledgment received) before another multi-plan return can be opened for edit or e-file. If you receive this error after carrying forward multiple Form 5500 returns for one EIN, and they all are shown as inactive in the Open Existing Returns dialog box, contact Technical Support at 800-516-9442

Due to e-file regulations, the date field on the NOL carryover worksheet changed from a four-digit year field (YYYY) to a month and year field (MM/YYYY). Also, no punctuation is allowed in this or other similar fields of returns that will be e-filed.   Click OK in this message box, and then replace the four-digit year shown in the Review Entry box with the month and year of the end of your client's tax year, such as 12/2009 for a 2009 calendar-year filer. Remove any punctuation you may have included in this or other fields.

This is for fees received for services performed as a notary public. Enter in this field (line 3 of Schedule SE) any income that was earned as a notary public. This income is exempt and will be subtracted from the income that is used to calculate self-employment tax.

The term LSE means Lump-Sum Election. This is calculated from the Form 1040 Worksheet 1 which is linked (press F9) from line 20b of Form 1040. The term D stands for Married filing separately and did not live with the spouse. This is calculated from the Filing Status section of the Main Information Sheet.

The term LSE means Lump Sum Election-This is calculated from the Form 1040 Worksheet 1 which is linked (press F9) from line 20b of Form 1040.   The term D stands for Married filing separately and did not live with the spouse-This is calculated from the Filing Status section of the Main Information Sheet.     Additional Information Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:LSE" y ""D"" en la lnea 20b del Formulario 1040-Individual- SureFire "

The total percentage is reported on line 13 of the state report. Once you are ready to do the state reporting, go to line 15 of the state report and enter the FLI rate. The program reduces line 13 by the rate entered on line 15.  

According to IRS Publication 1437, if a return has a Fiscal Year ending after June 30, the return cannot be filed electronically but must be paper-filed.

To do this, you must also check Yes to e-file the Form 1120 return, so that Form 8879C is loaded into the return. Run diagnostics and then click the e-file button. In the Select E-files dialog box, make sure to un-check the Federal return, so that the e-file is created only for the Tennessee return.

This message appears when you have cleared the Form 4868 without direct debit checkbox on the Main Information Sheet. To resolve this problem, on Form 4868, navigate to Part II, line 7, and press F3 to remove the red shown on this item.

If you paid someone to care for your child, spouse, or dependent last year, you may be able to claim the Child and Dependent Care Credit on your federal income tax return. Below are 10 things the IRS wants you to know about claiming a credit for child and dependent care expenses.   The care must have been provided for one or more qualifying persons. A qualifying person is your dependent child age 12 or younger when the care was provided. Additionally, your spouse and certain other individuals who are physically or mentally incapable of self-care may also be qualifying persons. You must identify each qualifying person on your tax return. The care must have been provided so you – and your spouse if you are married filing jointly – could work or look for work. You – and your spouse if you file jointly – must have earned income from wages, salaries, tips, other taxable employee compensation or net earnings from self-employment. One spouse may be considered as having earned income if they were a full-time student or were physically or mentally unable to care for themselves. The payments for care cannot be paid to your spouse, to the parent of your qualifying person, to someone you can claim as your dependent on your return, or to your child who will not be age 19 or older by the end of the year even if he or she is not your dependent. You must identify the care provider(s) on your tax return. Your filing status must be single, married filing jointly, head of household or qualifying widow(er) with a dependent child. The qualifying person must have lived with you for more than half of 2010. There are exceptions for the birth or death of a qualifying person or a child of divorced or separated parents. See Publication 503, Child and Dependent Care Expenses. The credit can be up to 35 percent of your qualifying expenses, depending upon your adjusted gross income. For 2010, you may use up to $3,000 of expenses paid in a year for one qualifying individual or $6,000 for two or more qualifying individuals to figure the credit. The qualifying expenses must be reduced by the amount of any dependent care benefits provided by your employer that you deduct or exclude from your income. If you pay someone to come to your home and care for your dependent or spouse, you may be a household employer and may have to withhold and pay Social Security and Medicare tax and pay federal unemployment tax. See Publication 926, Household Employer's Tax Guide.     For more information on the Child and Dependent Care Credit, see Publication 503, Child and Dependent Care Expenses. You may download these free publications from http://www.irs.gov or order them by calling 800-TAX-FORM (800-829-3676).  

Sch 3

Filers will be allowed to electronically file up to three "accepted"" Amended Returns. After the third accepted Amended Return

1040X Amended U.S. Individual Income Tax Return File Form 1040X to do the following. Correct Forms 1040, 1040A, 1040EZ, 1040NR, or 1040NR EZ. Make certain elections after the prescribed deadline. Change amounts previously adjusted by the IRS. Make a claim for a carryback due to a loss or unused credit. 1045 Application for Tentative Refund An individual, estate, or trust files this form to apply for a quick tax refund resulting from: The carryback of an NOL, The carryback of an unused general business credit, The carryback of a net section 1256 contracts loss, or An overpayment of tax due to a claim of right adjustment under section 1341(b)(1).         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:1040X: Declaracin Enmendada del Impuesto Estadounidense sobre los Ingresos Personales versus la 1045: Solicitud de Reembolso Tentativo.

If you are filing Form 1040X: Then mail Form 1040X and attachments to: In response to a notice received from the IRS The address shown in the notice Because you received reimbursement for a hurricane-related loss   Department of the Treasury   Internal Revenue Service Center   Austin, TX 73301-0255     With Form 1040NR or 1040NR-EZ   Department of the Treasury   Internal Revenue Service Center   Austin, TX 73301-0215     If the above situations do not apply, clients wholive in: Send Form 1040X and payments to: Florida, Louisiana, Mississippi, Texas   Department of the Treasury   Internal Revenue Service Center   Austin, TX 73301     Alaska, Arizona, Arkansas, California, Colorado, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Montana, Nebraksa, Nevada, New Mexico, North Dakota, Ohio, Oklahoma, Oregon, South Dakota, Utah, Washington, Wisconsin, Wyoming   Department of the Treasury   Internal Revenue Service Center   Fresno, CA 93888-0422     Alabama, Connecticut, Delaware, District of Columbia, Georgia, Kentucky, Maine, Maryland, Massachusetts, Missouri, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Tennessee, Vermont, Virginia, West Virginia   Department of the Treasury   Internal Revenue Service Center   Kansas City, MO 64999     A foreign country, U.S. possession or territory;* or use an APO or FPO address, or file Form 2555, 2555-EZ, or 4563; or are a dual-status alien   Department of the Treasury   Internal Revenue Service Center   Austin, TX 73301-0215       *If you live in American Samoa, Puerto Rico, Guam, the U.S. Virgin Islands, or the Northern Marian Islands, See Pub. 570           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Direcciones de correo para enviar la forma 1040X

There are no electronic payments for the 1041. The payments are paper only.

Uninstalled/reinstalled the 1041 and MO business modules.

The IRS requires a statement to be attached to many entries for electronic filing. At this time, Sure-Fire does not support statements for all entries on the 1065 return. If you see this message in Diagnostics and there is not a statement that can be attached to that line, the return can not be filed electronically. It will need to be mailed to the IRS.

To report information for a 1099-K in Sure-Fire1099-K is reported under a 1099 Misc form inside of Sure-Fire, here are the steps to get to this form.1. Add a Sch C to your return using the Add Form/Display Form List function.2. Go to Part 1 line 1. Right click on the line and select link or select the line and click the chain link icon. 3. Add in the 1099 Misc form. 

If you received an IRS form 1099-MISC with box 6 information, as with any other IRS Form 1099, youll have to report it as part of your taxable income.   Individuals, sole proprietors, or pass-through entities will have to include the information from box 6 of IRS Form 1099-MISC on line 1 of part 1 of IRS Form Schedule C (Form 1040).   This is stated in the instruction for Forms 1099-MISC (see page 5).

Go to Form 8995 line 6 Qualified REIT dividends reported on Form 1099-DIV enter amount from line 5 on form 1099-DIV.

Check the IRS instructions for Schedules C and SE to be sure of the self-employment status. Some taxpayers are considered self-employed without being aware of this. If you need to calculate Social Security and Medicare taxes, you are most likely considered self-employed.   You would need to report the income and any related expenses as business income on Schedule C. The net income on Schedule C would be included as income on Form 1040. It would also be used to compute the self-employment tax on Schedule SE. The tax calculated on Sch SE would also transfer to Form 1040.   Important: The IRS instructions for 1099-MISC, page 6, read: "Generally

Check the IRS instructions for Schedules C and SE to be sure of the self-employment status. Some taxpayers are considered self-employed without being aware of this. If you need to calculate Social Security and Medicare taxes, you are most likely considered self-employed. You would need to report the income and any related expenses as business income on Schedule C or Schedule CEZ. The net income on Schedule C would be included as income on Form 1040. It would also be used to compute the self-employment tax on Schedule SE. The tax calculated on Sch SE would also transfer to Form 1040. Important: The IRS instructions for 1099-MISC, page 6, read: "Generally, amounts reportable in box 7 are subject to self-employment tax."  

If you received Form 1099-Q for distributions that you received during the tax year, the income may or may not be taxable. Before doing anything with the form, you must determine what part, if any, of the distribution, is considered taxable. You can enter the distributions from Coverdell ESAs in 2012 shown on Form 1099-Q on line 1, under Distributions from Qualified Education Programs on the Education Savings Account Worksheet. To add the Education Savings Accounts Worksheet in the return, go to the 1040 Wkt2, and then press F9 when on line 1 of the Education Savings Accounts (ESAs) and QTPs section. Is part of my distribution taxable? To determine if the distribution reported on Form 1099-Q is taxable, you need to know how much you paid for qualifying tuition, related fees, books, and room and board. -Which is larger, the gross distribution in Box 1 of your 1099-Q or the amount of qualifying expenses that you paid for tuition and related fees? The Two Amounts are Equal: Your distribution is not taxable. You do not need to report this on your return. Retain the Form 1099-Q for your records. The Amount in Box 1 is Larger: Part of your distribution is taxable.  The Amount of Qualifying Expenses is Larger: Your distribution is not taxable. You do not need to report this on your return. Retain the Form 1099-Q for your records. If you receive a 1098-T for these expenses, you may qualify to take a credit or deduction for your expenses. Reduce the amount of expenses by the amount in Box 1 of your 1099-Q. The remaining is what was paid out-of-pocket and can be claimed as either a Tuition and Fees Deduction or an Education Credit.  The 1099-Q gets reported on the 1040 Line 21 Other Income.

In order to get Form 1099-R information to carry to the state form, enter the state abbreviation in box 11 on the 1099-R.   You may also be required to mark the appropriate box to the left of box 13 - box 1, 2, 3 or Railroad Retirement. This is specific to each state. See the F-1 instructions for the state form to help you determine which of these boxes must be marked.  

To resolve the issue, do the following: Go to Form 5329. On Line 2, enter the exception code and the amount listed in Box 1 that is not subject to additional tax.   The new calculation amount entered on line 4 will now display on Sch 2, line 6.   For more information, see IRS Form 5329 Instructions.               Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:1099-R con el cdigo 1 est siendo taxable en el Formulario 5329 en una declaracin 1040 en SureFire.

While municipal bonds are exempt from Federal income tax, they may affect other items which can cause the amount of tax to increase.   Two items that may be affected by tax-exempt interest are the taxable amount of Social Security benefits, and the earned income credit (EIC). Tax-exempt interest may cause the amount of taxable Social Security benefits to increase. Tax-exempt interest may eliminate theEIC by causing the amount of investment income to exceed the allowed limit.   In both cases, the addition of municipal bonds to a return may cause the tax to increase, but municipal bonds are not directly included in the taxable income.

How to: 1120S Amended in SureFire   Answer: to mark the return amended you would go to 1120S page 1 and mark amended return.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo enmendar una declaracin de impuestos 1120S en SureFire?

NJ reject: STATE-016 If the Submission Category in the State Submission Manifest has a value of ("CORPEP"" or ""PARTEP"" or ""INDEP""or ""ESTRSTEP"")

1120S K1 Code P is not showing on K1 line 12 SureFire 2016   This will be fixed in a further update,   Work around- Override to put the P there.   Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:El cdigo P en 1120S K1 no aparece en la lnea K1 12 SureFire 2016.

At the time the feature is not available in the SureFire software. The information has to be entered manually.

For Tax Year 2022, the deduction for dependent unborn children will be a subtraction on Line 12, Other Adjustments, of Georgia Form 500 Schedule 1.

We do offer the 2553 form (election by small business form) The form is located in the miscellaneous package and can't be e-filed but can be mailed in.   

IRS has limited the form 8853 to only allow one of these forms per e-file.  For more information refer to the IRS.gov website.

When the customer is signing their return documents with e-Signature, the indicator, Sign Here is not on the Form 8879   This can occur when the PIN information for the taxpayer and spouse has not been completed on the Main Information form.   Additional Information:   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:8879 El indicador de firma no aparece al firmar documentos con firma electrnica utilizando SureFire Install Version.

8911 Alternative Fuel Vehicle Refueling Property Credit SureFire   This form is not supported in SureFire             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Formulario 8911 - Crdito de propiedad de reabastecimiento de combustible alternativo para vehculos - en SureFire

9465 in Taxwsie   Purpose of Form   Use Form 9465 to request a monthly installment plan if the taxpayer cannot pay the full amount they owe shown on the tax return (or on a notice sent to you). Most installment agreements meet the streamlined installment agreement criteria. The maximum term for a streamlined agreement is 72 months. In certain circumstances, you can have longer to pay or your agreement can be approved for an amount that is less than the amount of tax you owe. However, before requesting an installment agreement, you should consider other less costly alternatives, such as getting a bank loan or using available credit on a credit card. If you have any questions about this request, call 1-800-829-1040.   When filing printed returns, this request should be attached to the front of the return before mailing. If the return has been previously filed electronically, this request should be printed and mailed alone to the IRS Service Center where the taxpayer would mail a paper return.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Forma 9465 en SureFire

When you go to start a 990 return, you may be met with a message that states that the module is not installed for that package. If you have purchased the business add-on for our software, and still receive this error, please give our support team a call at 800-516-9442. You may also utilize our online chat feature.     

There are Two 1099G Wkt in return. If not using both, discard one. If using both. Make sure both forms 1099G are filled in. Also go to GA, make sure GA unemployment compensation worksheet is complete. Make sure mark spouse or taxpayer.

When IRS has no record of the return, the recommended stepsare to contact the E-help Desk (Practitioners Only) at (866) 255-0654 and provide the Submission ID to the representative. TheSubmission IDis an electronic tracking number for the returns.   In it is located on the EF Info formin the return and in the E-file Manager under the column labeled E-file ID. In SureFire it is located on top of the printed form 8879or by hitting your F7 key while in the open return.

Check the attached PDF file and make sure it's not too big, this is the biggest cause for PDF's for 'stock' related PDFs that have a ton of pages.  The only way to fix is to try reducing down the size, or to paper file the return.

Sure-Fire prints a statement on the acknowledgment report, whether or not a PIN is used, reminding you to mail Forms 8453 for all accepted returns. This information is printed on all acknowledgments.   If you filed a return and used the PIN, and the PIN was accepted, please disregard this statement. Also, check the Main Information Sheet to see if the return does qualify to use the PIN. In the self-select and practitioner PIN(s) section, select the Does this income tax return qualify to use a PIN check box. If this is Yes, then Form 8453 is not required. If this is No, then Form 8453 is required.  

ACRS -Accelerated Cost Recovery System (ACRS)     ACRS applies to property first used before 1987. It is the name given to tax rules for getting back (recovering) through depreciation deductions the cost of property used in a trade or business or to produce income. These rules are mandatory and generally apply to tangible property placed in service after 1980 and before 1987. If you placed property in service during this period, you must continue to figure your depreciation under ACRS.   For more information on ACRS, what can and cannot be depreciatedunder ACRS and how to figure the deduction, see IRS Publication 534 -Accelerated Cost of Recovery System (ACRS).       MACRS - Modified Accelerated Cost Recovery System (MACRS)   MACRS is the current tax depreciation system in the United States. Under this system, the capitalized cost (basis) of tangible property is recovered over a specified life by annual deductions for depreciation.MACRS is used to recover the basis of most business and investment property placed in service after 1986. MACRS consists of two depreciation systems, the General Depreciation System (GDS) and the Alternative Depreciation System (ADS). Generally, these systems provide different methods and recovery periods to use in figuring depreciation deductions.   For more information on MACRS, what can and cannot be depreciatedunder MACRS and how to figure the deduction, see IRS Publication 946 - Figuring Depreciation under MACRS.     Note: To change an asset from MACRS to ACRS or vice versa in , override the Method and Convention on the Fixed Asset worksheet.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:CRS vs. MACRS Depreciacin General

CTC:Social security number (SSN) required for child tax credit. Your child must have an SSN valid for employment issued before the due date of your 2018 return (including extensions) to be claimed as a qualifying child for the child tax credit or additional child tax credit. If your child doesnt qualify you for the child tax credit but has a taxpayer identification number issued on or before the due date of your 2018 return (including extensions), you may be able to claim the new credit for other dependents for that child.   ACTC:What's New New social security number (SSN) requirement for a qualifying child. To claim the ACTC, your qualifying child must have the required SSN. The required SSN is one that is valid for employment and that is issued before the due date of your 2018 return (including extensions). If you have a qualifying child who does not have the required SSN, you cannot use the child to claim the ACTC on either your original or an amended 2018 return. If your qualifying child does not have the required SSN but has another type of taxpayer identification number issued on or before the due date of your 2018 return (including extensions), you may be able to claim the new credit for other dependents for that child. See your tax return instructions for more information about claiming the credit for other dependents.

You can add a 1099-MISC form to your return like any other form by clicking on the Add/Display Forms List button at the top of your program bar. Once opened, simply search for the 1099 MISC and it should appear. After you click to add it, a new window will open asking if you would like to attach the form to an existing form in the return or add a new form to attach the 1099 MISC to.                                             After the form has been added to the return, you will need to fill out the 1099 MISC to completion for the information to carry forward from the 1099 MISC to the relevant forms in the return.                                            

To add a second copy of Schedule E   Click the Add Form/Display Form List tab, or press CTRL+F10. In the Look for box, type Sch E dup, and then click Open.  

o add a state(s) into a 1065 or 1120 return, you will need to add in the State/Est form. To add in this form to the return, press F10 or go to add form at the top of the return, type in State/Est and double click. Once the form is added in, go to the column labeled state return is needed and select the checkbox next to the state(s) needed.

To enter more than 4 dependents on a returnEnter the first 4 dependents on the Main Information Sheet.On Form 1040, click the first line of the Dependent Information section for the dependent's first name.Press F9, or right-click and opt to link to a New Additional Dependent Worksheet.Enter additional dependent information on this worksheet.You need to manually enter the last name of each dependent on this worksheet, even if it is the same as the taxpayer's last name. If your client qualifies for the Earned Income Credit (EIC) or the Child Care Credit, you must enter the dependents who qualify for this on the Main Info Sheet itself.

To activate a state you have purchased and installed, enter that state's abbreviation in the Address Information section of the Main Information Sheet of the return. The return for that state then appears in the forms tree, and you can add forms for that state as needed, in addition to the federal forms.   On the taxpayer W-2 or 1099s, enter the state wages at the bottom. If no state is being used, mark the box for no state.   If an installed state does not show up or disappears, go to the Main Info form, remove the state abbreviation and then re-enter it.   To add multiple states to a return, add up to 9 total abbreviations in the Resident, Non-Resident, or Part-Year Resident sections.   Notes: If you only have one state included in your installation, those forms automatically load with each return.   For the steps above to work as expected, you must have first downloaded and installed the forms for the state(s) you want to add. To check what states you have installed on your computer, on the Tools menu, click Utilities/Setup Options. In the Utility program, go to Setup, then click View Authorization to see all the Federal and State programs you have loaded, along with the versions.

To activate a state you have purchased and installed, enter that state's abbreviation in theState Information section of the Main Information Sheet of the return. The return for that state then appears in the forms tree, and you can add forms for that state as needed, in addition to the federal forms. If a state return is not needed then check the box stating that you are not preparing a state return.   On the taxpayer W-2 or 1099s, enter the state wages at the bottom. If an installed state does not show up or disappears, go to the Main Info form, remove the state abbreviation and then re-enter it.   To add multiple states to a return, add up to 9 total abbreviations in the Resident, Non-Resident, or Part-Year Resident sections.   Notes: If you only have one state included in your installation, those forms automatically load with each return. For the steps above to work as expected, you must have first downloaded and installed the forms for the state(s) you want to add. To check what states you have installed on your computer, on the Help Menuclick View Authorization to see all the Federal and State programs you have loaded, along with the versions.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Agregar formularios de estado a una declaracin de impuestos

To enter more than 4 dependents on a returnEnter the first 4 dependents on the Main Information Sheet.On Form 1040, click the first line of the Dependent Information section for the dependent's first name.Press F9, or right-click and opt to link to a New Additional Dependent worksheet.Enter additional dependent information on this worksheet.You need to manually enter the last name of each dependent on this worksheet, even if it is the same as the taxpayer's last name. If your client qualifies for the Earned Income Credit (EIC) or the Child Care Credit, you must enter the dependents who qualify for this on the Main Info Sheet itself.

Send your payment and payment voucher to: State Processing Center P.O. Box 15555 Albany, NY 12212-5555 The check or money order should be payable to New York State Income Tax for the full amount owed, and write the client's Social Security number and 20xx Income Tax (where 20xx represents the tax year for which you are paying) on the check.

If you have an adjustment that should be made for the Federal return: On Schedule B, line 1b, link (F9) to the New Interest Statement: Schedule B Line 1b Interest Income. There is a column named NAEOB. Mark N for Nominee, A for Accrued, E for Tax-Exempt, O for OID Adjustment and B for Amortized Bond Premium. The next column, NAEOB amount, should be used to enter the nominee, accrued, exempt, OID adjustment, or amortized bond amount. See F-1 help for Schedule B and the statement for more information. If you are unfamiliar with these adjustments, consult a tax reference such as IRS Publication 17. If you need to adjust interest for states: To make adjustments for state tax purposes, go to the State adjust column on the Interest Worksheet. This column should be used if the state taxes interest differently than the Federal government. For instance, use this column if the interest is tax-exempt for Federal purposes, but taxable for your state. Enter either a + or - symbol in the appropriate column here to show whether the interest should be added or subtracted from the state return. Then, enter the amount that is taxed differently from Federal. Some states may use this column differently. Check the F1 help on state forms for more information on how each state uses the column. Example: The interest income is tax-exempt for Federal purposes, but taxable for the state. Go to the NAEOB column and enter E, then enter the amount that is tax-exempt. Then, go to the State Adjust column and enter a + and the amount of the interest that is taxable to your state. The income will be shown as tax-exempt on the Federal return, and taxable on the state return.

Itemized or Standard Deduction You have the option to either itemize your deductions or you may claim the optional Standard Deduction. You should compute your deduction both ways to determine the option that gives you the larger deduction. If you elect to claim the Standard Deduction on your return and it later becomes necessary to change to itemized deductions, you may do so by filing an amended return. If married and filing separate returns, both spouses must claim the same deduction unless the spouses have lived apart for the entire year, in which case each spouse may claim either deduction. However, neither spouse may claim a deduction for expenses paid by the other. See the instructions for Schedule A for items that may be claimed as an itemized deduction. Part-year residents of Alabama may claim only the itemized deductions actually paid during the period of Alabama residency. Itemized Deductions. If you elect to itemize your deductions, you should check box a on line 11 and complete and attach Schedule A. Standard Deduction. If you elect to claim the Standard Deduction, you must check box b on line 11 and use the Standard Deduction chart on page 9 to determine your allowable deduction. A dependent or student may take the standard deduction even if claimed as a dependent by someone else.

On the Main information She had the wrong box checked.. Change this to Provided Drivers License and resubmitted

In accordance with IRS instructions, when there are more than four Schedules K-1, all other K-1 information is added together on the fourth line. The last line's description is All Others, and the totals from K-1s which are not listed are added on this line. All the information is calculated.   If you would like a detailed list, the Schedule K-1 is printed as a Schedule K-1 Detail Report, rather than separate K-1 Worksheets.   Additional Information:   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Los detalles de todas las K-1 no se muestran en el Schedule E, pgina 2 cuando tiene ms de 4 Schedule K-1.

To allocate deductions due to tax-exempt interest, link on Form 1041, page 1, line 10, 11, 12, or 14 for a worksheet. Follow the instructions on the worksheet to enter the deductions.  

To correctly allocate Schedule C income between your clients' resident state and other, nonresident states, navigate to the Resident/Nonresident Worksheet, and then override the appropriate fields on the Sch C, CEZ line.

Form 1040X can be duplicated if you need to amend a previously amended return. If you want to save the first amended return, you must enter the first 1040X and lock the figures in column C using the F8 override key in each box. Go to each box in column C and press F8 on page 1 of the 1040X. Next, open a new 1040X form. Check the box under income and deductions to block the original figures. If the state return is affected, open the State Amendment form and block the original amounts before making changes to the return. Then make the necessary changes to the return.

In prior years, the forms for amending a CA return was the 540X. With the 2017 tax year, the form’s name has been changed slightly. Now, preparers will need to search for and use the CA Sch. X. The new form reconciles the differences between the original and amended returns to determine any additional amount owed or refund. To add the Sch X to a CA return, just right-click the checkbox at the top of the CA 540 stating it is an amended return.                                                                      

Problem On Page 1 of Form 1065, the Amended Return check box does not appear on the screen, but if you Print Preview the form, it does appear. Resolution Currently,SureFire does not support e-filing the amended 1065 form. To amend your return, use Form 1065X and mail it to the IRS.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:La casilla de verificacin de la declaracin enmendada no aparece en el Formulario 1065, pgina 1 en SureFire

Please make sure you are at Version 34.06 in the Software and Version 9 of 1040. If not, first get each of those updates by going to Communications and in drop-down select Get PROGRAM updates. Once that is updated go back to Communications and Get MODULE updates. You will need to restart the Program. Once they both are completely updated, you add the 1040X to the return make the changes. But for the state of CA you will need to change the answer to NO where it ask do you want to electronically file or any other state. Then if there is no errors on the 1040X you will be able to e-file it. It will show as 1040 but 1040X will be included with the e-file.

Form 1040X can be duplicated if you need to amend an Amended return. To amend an Amended return:   If you want to save the first Amended return, you must go into the first Form 1040X and lock the figures in column C by pressing the F8 override key on each entry. Go to each entry in column C and press F8 on page 1 of Form 1040X. Next, open a new Form 1040X. Mark the Income and Deductions checkbox to lock in the original amounts. If the state return is affected, open the state amend the form and lock the original amounts as well before making changes to the return. Make the necessary changes in the return, and then click Save.  

This occurs because SureFire does not automatically calculate Form 1040X based on Form 1040NR. To complete Form 1040X, you need to override the fields on the form or print a blank copy to fill out by hand.

Problem: When you try to amend Form 1040NR, none of the information is carried to Form 1040X.   Resolution: InSureFire,Form1040Xisnot automaticallycalculatedbased on Form 1040NR. To complete form 1040X, youneed to override the fieldsor print a blankversionto fill out by hand.    

Per Publication 501:   Joint Return After Separate Returns   You can change your filing status from a separate return to a joint return by filing an amended return using Form 1040X.   You generally can change to a joint return any time within 3 years from the due date of the separate return or returns. This does not include any extensions. A separate return includes a return filed by you or your spouse claiming married filing separately, single, or head of household filing status.   Separate Returns After Joint Returns   Once you file a joint return, you cannot choose to file separate returns for that year after the due date of the return.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo enmendar una declaracin de impuestos para cambiar de Married Filing Separately a Married Filing Jointly?

Points Not Reported on Form 1098   Enter the amount of points not reported on Form 1098. If you are amortizing points over the life of the loan, link to a Depreciation Worksheet from this field. On the Depreciation Worksheet, fill in the description, date placed in service (date of loan), cost or basis (amount paid for points), method (select AMORTIZ), and recovery period (length of loan). SureFire calculates the deductible amount and sends it to this field.   Points are shown on the taxpayer's settlement statement. Points paid only to borrow money are generally deductible over the life of the loan. See IRS Publication 936 to figure the amount the taxpayer can deduct. Points paid for other purposes, such as for a lenders services, are not deductible.   Refinancing   Generally, taxpayers must deduct points paid to refinance a mortgage over the life of the loan. This is true even if the new mortgage is secured by the taxpayer's main home.   If the taxpayer used part of the proceeds to improve his or her main home, you may be able to deduct the part of the points related to the improvement in the year paid. See Publication 936 for details.   If the taxpayer paid off a mortgage early, deduct any remaining points in the year he or she paid off the mortgage.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Puntos de Amortizacin en el Anexo A

Home Mortgage Interest and Points from Form 1098   Enter the amount of home mortgage interest and points reported on Form 1098 if you have not entered it elsewhere in the return. For limitations on the amount of home mortgage interest that the taxpayer can deduct, press SHIFT+F1 for the IRS instructions, and also see IRS Publication 936. Generally, points reported in box 2 of Form 1098 are deductible in the year paid. See the instructions on the back of Form 1098 for more information. If Form 1098 box 3 shows a refund of overpaid interest, do not reduce the deduction by the refund. Instead, see the instructions on Form 1098 for box 3.   Points Not Reported on Form 1098   Enter the amount of points not reported on Form 1098. If you are amortizing points over the life of the loan, link to a Depreciation Worksheet from this field. On the Depreciation Worksheet, fill in the description, date placed in service (date of loan), cost or basis (amount paid for points), method (select AMORTIZ), and recovery period (length of loan). Sure-Fire calculates the deductible amount and sends it to this field. Points are shown on the taxpayer's settlement statement. Points paid only to borrow money are generally deductible over the life of the loan. See IRS Publication 936 to figure the amount the taxpayer can deduct. Points paid for other purposes, such as for a lender’s services, are not deductible.   Refinancing   Generally, taxpayers must deduct points paid to refinance a mortgage over the life of the loan. This is true even if the new mortgage is secured by the taxpayer's main home. If the taxpayer used part of the proceeds to improve his or her main home, you may be able to deduct the part of the points related to the improvement in the year paid. See Publication 936 for details. If the taxpayer paid off a mortgage early, deduct any remaining points in the year he or she paid off the mortgage.  

The amount reported on IRA worksheet line 20 Roth IRA contributions are not deductible. See additional information below. Line 11 of the IRA worksheet will flow to Sch 1 line 32   Roth IRAs You cannot deduct contributions to a Roth IRA. Copy and paste link below into your web browser to see the information for Roth IRA' deduction https://www.irs.gov/retirement-plans/roth-iras

Worksheet states renters credit is for residents of nursing home, adult foster care homes, immediate care facilities or group homes. Please make sure to select the options that apply for the program to calculate properly on MN M1PR Pg 1.

The amount reported on IRA worksheet line 20 Roth IRA contributions are not deductible. See additional information below. Line 11 of the IRA worksheet will flow to Sch 1 line 32   Roth IRAs: You cannot deduct contributions to a Roth IRA. Copy and paste link below into your web browser to see the information for Roth IRA' deduction https://www.irs.gov/retirement-plans/roth-iras

SureFire allows you to start a new return for individuals wanting to apply for an ITIN without having to enter a Social Security number. Log into SureFire under GUEST User. Close any open return Click the File menu Click Apply for ITIN or press Ctrl+I. SureFire completes the SSN and Re-key SSN fields for you and opens a new return.

Arizona Families Tax rebate was issued pursuant to Senate Bill 1734, as passed by the fifty-sixth legislature, first regular session, and signed into law by the governor.   The Internal Revenue Service has determined that the rebate is subject to federal income tax and, thus, requires it to be reported as part of the federal adjusted gross income on the 2023 federal income tax return. For this reason, the Arizona Department of Revenue (ADOR) is issuing a Form 1099-MISC, Miscellaneous Information, which reports miscellaneous compensation and other payments such as this rebate.   Note that the rebate is not subject to Arizona income tax and should be subtracted from the federal adjusted gross income on the 2023 Arizona individual income tax return.   ADOR will provide taxpayers Form 1099-MISC online through its secure portal. Taxpayers will be able to access the Form 1099-MISC on and after January 31, 2024 by visiting AZTaxes.gov.   For more information on the Arizona Families Tax Rebate taxability and frequently asked questions, visit azdor.gov/arizona-families-tax-rebate.

Certain vehicles are subject to limitations by the IRS. When more than the limitation is entered for a vehicle which is subject to those limitations, the excess amount is disregarded by the program. See the IRS instructions for Form 4562 for further information on automobile limitations.  

Certain vehicles are subject to limitations by the IRS. When more than the limitation is entered for a vehicle which is subject to those limitations, the excess amount is disregarded by the program.   See the IRS instructions for Form 4562 for further information on automobile limitations.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Asset Entry: Deduccin de la Seccin 179 y lmites de automviles de lujo

How do you attach a 3115 to a tax return either an individual (1040), or partnership (1065), s corp (1120) or c corp (1120) etc Currently as of 1/26/2014 you can only attach this form to the MAIN INFORMATION sheet of an Individual Return. Once you are on the MAIN INFO then go down about 80% under the section [What forms are you electronically filing] then you will see a box to mark for the 3115 and it will prompt to browse.  

Acceptable attachments to Form 8453 include:   Form 1098-C, Contributions of Motor Vehicles, Boats, and Airplanes (or acceptable documentation/required donor documentation) Form 2848, Power of Attorney and Declaration of Representative (or POA that states the agent is granted authority to sign the return) Form 3115, Application for Change in Accounting Method Form 3468, Computation of Investment Credit (if Historic Structure Certificate is required) attach a copy of the first page of NPS Form Description of Rehabilitation), with an indication that it was received by the Department of the Interior or the State Historic Preservation Officer, together with proof that the building is a certified historic structure (or that such status has been requested) Form 4136, Credit for Federal Tax paid on Fuels (if certificate and/or reseller statement is required) -attach the Certificate for Biodiesel and, if applicable, Statement of Biodiesel Reseller or a certificate from the provider identifying the product as renewable diesel and, if applicable, a statement from the seller Form 5713, International Boycott Report Form 8283, Non-Cash Charitable Contributions, Section A (if any statement or qualified appraisal is required) or Section B, Donated Property, and any related attachments (including any qualified appraisal or partnership Form 8283) Form 8332, Release of Claim to Exemption for Children of Divorced or Separated Parents (or certain pages from a post-1984 decree or agreement, see instructions) Form 8858, Information Return of U.S. Persons with Respect to Foreign Disregarded Entities Form 8864, Biodiesel and Renewable Diesel Fuels Credit attach the certificate for Biodiesel and, if applicable, Statement of Biodiesel Reseller or a certificate from the provider identifying the product as renewable diesel and, if applicable, a statement from the reseller Form 8885, Health Coverage Tax Credit, and all required attachments Form 8949, Sales and other Dispositions of Capital Assets (Form 1040) (or a statement with the same information), if you elect not to include your transactions on the electronic short-term capital gain (loss) or long-term capital gain (loss) records           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Archivos Adjuntos al Formulario 8453

Automatic Debit for Electronically Filed Balance Due Returns     If you will file the return electronically, the taxpayer can choose to have the payment transferred from his or her checking or savings account on a specified day. To select this option, select Yes on this line and complete the ACH 1040/ES form. Otherwise, select No. You must enter the taxpayer's bank account number and the bank's routing number on both the ACH 1040/ES form and the Main Information Sheet.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Dbito automtico para declaraciones de saldos adeudados presentados electrnicamente en SureFire

Members of the U.S. armed forces may subtract pay received for active duty military service, including pay for serving in a combat zone or an area given the treatment of a combat zone. If you are a member of the U.S. armed forces, you may subtract the amount of pay received for active duty military service that you had to include in your Arizona gross income. Enter only that amount of pay reported on your 2019 federal return that you also included on line 15 in the ARIZONA column.

When running diagnostics for an 1120 return, you may be prompted with the following error: “On 1120 page 5, the schedule M-1 write-in entries for lines 4, 5, 7 and 8 require a statement if an amount is present.” This means there is an amount listed on one of those lines, but a statement is missing for one or more of those. To resolve the issue, do the following: 1. Go to Form 1120C. 2. Select Pg. 5. 3. Right-click on either Line(s) 4, 5, 7 or 8 entry field(s) that has an amount and select Link.     . Click on the statement form under Create Link to New Form for that particular line. (Example: New Sch M1 Line 5 – Expenses Recorded on Books not Deducted)       5. Enter the associated Type and Amount in the provided entry fields which will clear and move the entries on Pg.    After entering all this information, you should not be prompted with the same Diagnostic Error when ran again.

To resolve the issue, do the following: Go to Form 1120, page 4, line 13. Under"Do you want to complete Schedules L

There is a note in red writing on the return: If you selected Taxpayer Advance Only.With this product, fees are not withheld from your the taxpayer's refund.You are responsible for collecting your fees for the taxpayer.Check here to confirm that you understand and agree to this condition for Tax Payer Advance Only. When selecting Tax Payer Advance Only, please retain the Advance Application. You may discard the Refund Disbursement Application

The statutes impose certain obligations on tax preparers in terms of notices and disclosures to taxpayers, as well as restrictions on certain types of fees. We strongly recommend that you familiarize yourself with the statutes in your jurisdiction.   ARKANSAS A.C.A. 4-116-107 http://law.justia.com/arkansas/codes/2010/title-4/subtitle-7/chapter-116/4-116-107   ILLINOIS Business Transactions http://www.ilga.gov/legislation/ilcs/ilcs3.asp?ActID=2320ChapterID=67   NEW YORK N.Y. Tax Law 32 http://www.tax.ny.gov/pdf/memos/multitax/m09_11c_9i_10m_3mctmt_4r_15s.pdf   MARYLAND MD Code, Commercial Law, 14-3806 http://law.justia.com/codes/maryland/2010/commercial-law/title-14/subtitle-38   MAINE ME. Rev. Stat. Ann. tit. 9-A, 10-310 http://www.mainelegislature.org/legis/statutes/9-a/title9-Asec10-310.html       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Estatutos de productos bancarios en Arkansas, Illinois, Nueva York, Maryland y Maine

To complete returns for domestic partners/civil unions, we recommend using the following steps:   Prepare and e-file separate Federal returns for each domestic partner. Once both Federal returns have been accepted, decide which domestic partner will be the primary taxpayer. Open the Federal return for the primary taxpayer and load Form 1040X. Even though you are not truly amending the return, Sure-Fire Desktop will keep a copy of the original return. Please note that Sure-Fire Online does not keep a copy of the original return. You will need to print a copy of the original return for your records. Load the Preparer Use Form, listed as Prep Use in the Find a Form list. In the Taxpayer Reminders section, enter a note explaining that this return is for a domestic partnership/civil union. When you run proforma next year and start the new return, Sure-Fire will display your note. You will then be reminded to remove the second taxpayer’s information from the return in order to file the Federal return. Add the secondary taxpayer’s information to the return (Main Information sheet, W-2, etc.) Load the state and complete any necessary forms. E-file (or paper file) the state return. See the table below to determine whether the state allows e-filing.   California e-file allowed Massachusetts e-file allowed     Connecticut e-file allowedNew Jersey e-file allowed     District of Columbia e-file allowed New York e-file not allowed, must paper file     Hawaii e-file not allowed, must paper file Oregon e-file not allowed, must paper file     Illinois e-file not allowed, must paper file Vermont e-file not allowed, must paper file

To complete returns for domestic partners/civil unions, we recommend using the following steps:   Prepare and e-file separate Federal returns for each domestic partner. Once both Federal returns have been accepted, decide which domestic partner will be the primary taxpayer. Open the Federal return for the primary taxpayer and load Form 1040X. Even though you are not truly amending the return, SureFire Install Version will keep a copy of the original return. Please note that SureFire Web Version does not keep a copy of the original return. You will need to print a copy of the original return for your records. Load the Preparer Use Form, listed as Prep Use in the Find a Form list. In the Taxpayer Reminders section, enter a note explaining that this return is for a domestic partnership/civil union. When you run proforma next year and start the new return, SureFire will display your note. You will then be reminded to remove the second taxpayers information from the return in order to file the Federal return. Add the secondary taxpayers information to the return (Main Information sheet, W-2, etc.) Load the state and complete any necessary forms. E-file (or paper file) the state return. See the table below to determine whether the state allows e-filing.       California e-file allowed Massachusetts e-file allowed Connecticut e-file allowed New Jersey e-file allowed District of Columbia e-file allowed New York e-file not allowed, must paper file Hawaii e-file not allowed, must paper file Oregon e-file not allowed, must paper file Illinois e-file not allowed, must paper file Vermont e-file not allowed, must paper file     Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Las mejores prcticas para declaraciones de impuestos de Parejas domsticas (Domestic Partner)/Uniones libres (Civil Union)

https://www.state.nj.us/treasury/taxation/nottaxpract.shtml   Notice to Tax Practitioners The State of New Jersey does not require the use of a signature document for New Jersey Gross Income Tax returns filed electronically. Both Form NJ 8879 (NJ-E FILE Signature Authorization) and Form NJ 8453 (State of New Jersey Individual Income tax Declaration for Electronic Filing) have been discontinued. Practitioners who may have completed these forms in the past are not required to retain them in their files. Although a tax practitioner who files New Jersey tax returns and/or pays New Jersey taxes on behalf of either an individual or business client does not become personally responsible for the payment of the client's tax liabilities, practitioners have the option to use and retain copies of form NJ 8879 as a document to confirm that their client has reviewed their return and attests to its accuracy.   This clarification of practitioner responsibility applies only for New Jersey purposes and does not affect practitioner responsibilities to the IRS or any other state. Last Updated: Monday, 04/27/20

When you print theBusiness Assetworksheet, the print-out is the asset detail report. The Depreciation Worksheets do not print separately, they all print out in one report. However, there is not a detail report on-screen in SureFire.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Hoja de trabajo de activos de Negocios / Business Asset Worksheet

Problem: Business income from a Sch C does not flow to the Sch 1 line 3. When running diagnostics, it says "Return not eligible for electronic filing"".   Resolution: To resolve the issue

There are two available fields to enter coverage and/or exemption codes for each month in January through December for each individual. Enter one coverage or exemption code per field.   Coverage Code Enter Z, if you and/or another member of your applicable household is considered to have MEC for any, or all, months in 2020/2021 enter coverage code "Z""in Part III on form FTB 3853. Exemption Code The list of exemption codes is in the F1 help under CA codes

According to the California Franchise Tax Board, no payment is required for the 3rd installment.

Question:   How do I amend a California return in SureFire?   Answer: Go to CA 540 Pg 1, Check the "Ifthis is an amended return"" box Go to Sch X and check the box at the top to override lines 2 and 5           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base

Go to CA Sch CA pg 1 line 5a and enter the amount from the Federal Column in the "Subtractions"" line.   Note: This line may be subject to change according to the fiscal year. "

When preparing a CA return for a client, you may come across a Diagnostic Error that states: "You need to have a CA W2 for Every Federal W2 in the return." This is because the state of CA wants all income to be reported, even if the W2 is for another state. The below fix will address this issue for years 2015 and older: What you will want to do is go to the first CA W2 form in the Forms Tree and highlight it. Then, at the top of the CA W2 form, click the "Copy This Form" tab. Keep doing this until you have a matching amount of CA W2s to the Federal. Once you have a matching amount, you should not receive the diagnostic error anymore.  The below fix will address this issue for years 2016 and above: On the CA W-2 Pg 1, the first 2 W2's from the Federal will be listed below.  If there are more than 2 W2's, then additional copies of the CA W-2 form will need to be created for each pair of W2's.  Also be sure to number each copy of the CA W-2 form for every additional copy you add to the return.   

If when preparing a CA 1120S you are having trouble getting line 22 of the CA100S to calculate the minimum franchise tax of $800, ensure that on the CA100S pg 1 the checkbox next to the red lettering that states: check if corporation is subject to treatment under the rules for income tax instead of the rules for franchise tax is not checked.                              Line 22 should then show the appropriate amount.

There is an Exclusion worksheet located at the bottom of Form 1099-R which asks for the amount rolled over or the amount that is excludable from income tax (line 1 or line 2 of the exclusion worksheet). By entering the amount on one of these lines, the program will lower the amount shown on Form 1040; otherwise,Sure-Fire will calculate the total amount of the pension received (box 1 or box 2 of the 1099R) to be taxable. If any other amount from box 1 or box 2 is excludable (other than a rollover) enter the amount on line 2 of the Exclusion worksheet.

There is an Exclusion worksheet located at the bottom of Form 1099-R which asks for the amount rolled over or the amount that is excludable from income tax (line 1 or line 2of the exclusion worksheet).   By entering the amount on one of these lines, the program will lower the amount shown on Form 1040; otherwise, SureFire will calculate the total amount of the pension received (box 1 or box 2 of the 1099R) to be taxable. If any other amount from box 1 or box 2 is excludable (other than a rollover) enter the amount on line 2 of the Exclusion worksheet.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo calcular la cantidad taxable en el formulario 1099-R?

To calculate shareholder/partner basis   In SureFire, go to the K-1 Attachment (K-1 ATT 3, available in both packages). On page 3, under line20e (1065) or under line 17d (1120S)of the form, you will see a worksheet used to calculate the basis. Answer the Compute partner's interest? (1065) or Compute shareholder's basis? (1120S) question, and then complete any lines on the worksheet that are not calculated.   The worksheet will now compute the basis.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Calculando el basis para 1065-Partnership/1120S-S Corporation Sch K-1 en SureFire

Use Part III of Schedule D (1040) if both of the following are true: There is a net capital gain. There is a net capital gain if both lines 15 and 16 of Schedule D are gains. (Line 15 is net long-term capital gain or loss, and line 16 is net long-term capital gain or loss combined with any net short-term capital gain or loss.) The taxable income on Form 1040, line 43, is more than zero.   If you have any collectibles gain, gain on qualified small business stock, or unrecaptured section 1250 gain, you may have to use the Schedule D Tax Worksheet to calculate your tax. See the Schedule D instructions for more information about this.   In SureFire, this worksheet is at the top of Schedule D Worksheet 1.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Clculo del impuesto sobre la tasa mxima de ganancias de capital en Schedule D (1040-Individual) en SureFire

Go to the K-1 Attachment (K-1 ATT 3- this form is in both packages), page 3, under line 23h of the form. There is a worksheet here to calculate the basis. You will need to answer the question, "Compute partner's interest?" (1065) or "Compute shareholder's basis?" (1120 S) and complete any lines on the worksheet that are not calculated. The worksheet will then compute the basis.

Print out the original return sent and accepted. Next add the 1040X. Before checking box on 1040X, remove the 8839, then lock changes Fill out 8839 and enter description explaining than update changed 8839 calculation and refund increase.

Once a return has been e-filed it cannot be stopped.

1120s IL ST E-filing is not supported.

SureFire does not supportelectronicfiling of Form CA 568 in an individual return,this returnwill have to be paper-filed.

Yes, Form 1040X can be filed electronically for the current tax year and two priors. Anything older than the most current 3 taxyears must be paper filed. If a taxpayer filed a paper 1040 return in Tax Year 2020, they must paper file the 1040X if they need to amend their originally filed return. Beginning in Tax Year 2021, if they paper filed the 1040 return, the option to electronically file the amended (1040X) return is available. The taxpayer will receive rejection IND-450 if they are required to paper file.

No, the electronic filing of Form 2290 - Heavy Highway Vehicle Use Tax Return - is not currently supported in the SureFire software.   The Form 2290 is available in the Miscellaneous Package of SureFire Install Version.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Se puede presentar electrnicamente el Formulario 2290 en SureFire?

No, we cannot stop it once it has been submitted, you would have to contact the bank so they could cancel it.   What happens with the efile once they cancel the Pre-Ack?   It would still go the IRS and the funds would go to the bank because it was originally sent up as a bank product. The taxpayer could get the RT only (pay less fees) or tell the bank they want the money returned to the IRS and wait for a paper check in the mail.

Currently, SureFire does not support electronic filing of amended or short year 1120S returns.These amended returns will need to be paper filed.

No, SureFire does not support e-filing for 990 amended returns. This return will have to be paper filed.

Yes.As long as a return has been rejected, it can be e-filed.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Puedo presentar electrnicamente una declaracin de impuestos rechazada en SureFire o SureFire Web Version?

The IRS does not want returns electronically filed without a taxpayer's W-2. An income tax return should not be electronically filed before the ERO receives a related Form W-2, W-2G or 1099-R from the taxpayer.   An employer is given until January 31, 20XX to make sure that employees have received a copy of Form W-2. If the taxpayer is unable to secure and provide the W-2 to the ERO, the ERO can electronically file the return with Form 4852. Be sure that this form is completed in accordance with the instructions for the form, and that the correct steps have been taken to obtain a Form W-2, W-2G, or 1099-R.   See IRS Publication 1345 for more information.  

Scratch Pads are not included in the electronic return file that is sent to the IRS. The Scratch Pad can be printed and attached to a paper return.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Puedo presentar electrnicamente un Scratch Pad en SureFire?

SureFire does not support e-filing for amended business returns.

A Michigan amended return cannot be e-filed in TWO.

Yes, As long as the original return was e-filed, you can e-file the amended return. The original return must have been e-filed by someone. If it was not e-filed at all then it has to be mailed.

SureFire does not support e-filing of CA form 199,click on the link belowfor instructions on filing this form. How to file California Exempt Organization Annual                 Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Puedo presentar electrnicamente la forma 199 de CA en SureFire?

No, Estimated Tax Payments can only be e-filed with the return.

e-filing for Form 1120-H, U.S. Income Tax Return for Homeowners Associationsis currently not supported by the IRS.   Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Puedo presentar electrnicamente la forma 1120-H en una declaracin 1120?

No, Form 4852 will have to be paper filed.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Puedo enviar la forma 4852 electrnicamente (e-file) con SureFire?

SureFire does not support electronic filing of Form 709

Form 8948 cannot be electronically filed. If a return is going to be mailed, Form 8948 should be completed and mailed along with the return.

SureFire does not support the e-filing of form OR 40-EXT.

Yes, Form 990-PF can be e-filedusing SureFire. On the 990 Main Info sheet, select the Private foundation or section 4947(a)(1) nonexempt charitable trust treated as a private foundation (Form 990-PF) check box in the Type of exempt organization section to load the 990-PF forms.       Note: Remember IRS is not longer supporting 2016 E-file.   Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, click here:Puedo e-file la forma 990-PF usando SureFire 2016?

SureFire does not support e-filing of WV Sch 4868.

The form 4768 cannot be efiled.         Additional Information:   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Puedo presentar electrnicamente el formulario 4768 en declaracin 706?

The IRS allows electronic filing of tax returns for the current tax year and the two previous tax years. Prior year returns can only be filed electronically by registered tax prepares, and only when the Modernized e-File System is available.

Answer   Yes.   The IRS allows electronic filing of tax returns for the current tax year and two previous tax years. Prior year returns can only be filed electronically by registered tax preparers, and only when the Modernized e-File System is available.

No, You do not enter a disallowed loss on Schedule K-1 Form 1041, see below: Passive losses are not allowed to be distributed to the beneficiary. It must be carried over in the trust until the final year. If the underlying asset is sold and the PAL becomes an active loss, it can be reported on the Sch K-1 as an NOL. However, the NOL would still be trapped in the estate until the final year when it could be reported on Sch K-1, line 11d. If the asset is distributed in kind to the beneficiary, the PAL is added to the beneficiary's basis of the underlying asset. If deductions on 1041, lines 10 - 15a, 15c exceed income on line 9, the excess deductions are disallowed. However, in the final year of the trust the amount that exceeds the income can be reported on Sch K-1, line 11a. The same holds true for short and long term capital loss carry forwards which are reported on Sch K-1, lines 11a b. For more information on completing Form 1041, see IRS Instructions for Form 1041 and Schedules A, B, G, J and K-1. For more information on Passive Activity Losses, see IRS Tax Topic 425 Passive Activities - Losses and Credits.

Per the SureFire Help instructions, "SureFire calculates the recipient's identification number from the Main Information Sheet.   Per the IRS.gov website

Yes you can include expenses for disabled child on Form 2441. Please see IRS instructions below: Instructions for Form 2441 (2020) https://www.irs.gov/instructions/i2441#idm140196971289824 Qualifying Person/Child   A qualifying child under age 13 whom you can claim as a dependent. If the child turned 13 during the year, the child is a qualifying person for the part of the year he or she was under age 13; Your disabled spouse who wasn't physically or mentally able to care for himself or herself; Any disabled person who wasn't physically or mentally able to care for himself or herself whom you can claim as a dependent or could claim as a dependent except: The disabled person had gross income of $4,300 or more, The disabled person filed a joint return, or You (or your spouse if filing jointly) could be claimed as a dependent on another taxpayer's 2020 return.   You can include the cost of care provided outside your home for your dependent under age 13 or any other qualifying person who regularly spends at least 8 hours a day in your home. If the care was provided by a dependent care center, the center must meet all applicable state and local regulations. A dependent care center is a place that provides care for more than six persons (other than persons who live there) and receives a fee, payment, or grant for providing services for any of those persons, even if the center isn't run for profit. You can include amounts paid for items other than the care of your child (such as food and schooling) only if the items are incidental to the care of the child and can't be separated from the total cost. But don't include the cost of schooling for a child in kindergarten or above. You can include the cost of a day camp, even if it specializes in a particular activity, such as computers or soccer. But don't include any expenses for sending your child to an overnight camp, summer school, or a tutoring program. Medical Expenses Some disabled spouse and dependent care expenses can qualify as medical expenses if you itemize deductions on Schedule A (Form 1040). However, you can't claim the same expense as both a dependent care expense and a medical expense. See Pub. 502, Medical and Dental Expenses, and Pub. 503 for details.

No, the New York IT-204-CP only applies to Corporation, S-Corporation and Partnership partners.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Puedo presentar una forma New York IT 204-CP para socios no corporativos (non-corporate partners) en una declaracin de impuestos 1065?

Yes. Starting in Tax year 2022 the IRS will send refunds for amended returns via a bank account.               Additional Information:   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Puedo recibir mi reembolso a travs de depsito directo en un 1040X utilizando la informacin de la cuenta bancaria de la declaracin 1040?

No. You can only selectSection 1231 or Section 1250 for the sale of a property if there is net gain calculated on the Form 4797. You cannot select both sections.

Unfortunately, the direct debit information would have needed to be setup before the return was e-filed and accepted.

Our Electronic Filing Center (EFC) is automated. Once an e-file is sent to us, there is no way to pull that e-file out or stop it from going to the agency. If the e-file is rejected by our EFC or by the agency, a new e-file can be created and sent. Once a return is accepted by the agency, the only way to revise that return is to file an amended return.

Yes, the information can be changed on the main info sheet.

Bank products are for non amended 1040 returns only.

Yes, supports theE-filing of Form 1040NR beginning the 2020 taxyear. SureFire supports theE-filing of Form 1040NR beginning the 2021 tax year.                   Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Se puede presentar electrnicamente el Formulario 1040NR en una declaracin 1040?

The American Rescue Plan Act of 2021 provides relief to individuals who received unemployment compensation in 2020. It excludes up to $10,200 of their unemployment compensation from their gross income if their modified adjusted gross income (AGI) is less than $150,000. In the case of married individuals filing a joint tax return, this exclusion of up to $10,200 applies to each spouse.   If the tax return has already been filed, do not file an amended return as the IRS will make adjustments automatically.   This was for Tax Year 2020 only. Does not apply to Tax Year 2021.     For the most current information review the IRS page.

No. You can't use bank products for an amended return. The IRS will mail the taxpayer a refund directly if they are to receive a refund.

Yes, you can still e-file after the extension expiration date until the IRS shuts down the system in preparation for the next filing season, certain penalties may apply.                 Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Todava podemos presentar electrnicamente despus de la fecha de vencimiento de la extensin en SureFire?

Once a return or estimate has been transmitted and/or accepted, payments can't be stopped. The taxing authority will need to be contacted for more information. Call IRS e-file Payment Services24/7 at888-353-4537to inquire about or cancel your payment, but please wait 7 to 10days after your return was accepted before calling. Cancellation requests must be received no later than 11:59 p.m. ET two business days prior to the scheduled payment date. Please see IRS Cancellations, Errors and Questions.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Puedes suspender los pagos de una declaracin o estimado que ya se present electrnicamente?

SureFire is not currently supporting amended e-filing returns for Michigan. Here is the list of states supported by SureFire: New York California Connecticut Wisconsin Kentucky North Carolina South Carolina Pennsylvania Virginia Massachusetts Oklahoma Colorado Mississippi

Sure-Fire does not support most state short (or EZ) forms. Connecticut form 1040 can be used for all taxpayers' Connecticut returns.

This is due to an IRS limitation of one copy of Form 8853 per e-filed return. If you feel more than one copy is needed for a particular return, you would need to paper-file that return.

This can occur when a form was added to the return through the Interview Sheet.   When certain answers on the Interview Sheet are marked Yes or No, it causes SureFire to load a form into the return for you to complete. You cannot delete that form from the return until you change the related answer on the Interview Sheet, or remove the Interview Sheet altogether. Forms that are loaded into memory are listed in the Tree, but they have no check mark beside the form name.   You can change the checkbox to No and the form should then be marked with a piece of paper in your Forms Tree. This signifies that the form is no longer being used in the tax return.  Certain forms are automatically loaded into Sure-Fire cannot be deleted, such as Form 1040, the Main Info Sheet, and Form 6251. If these forms do not have a check or exclamation point, they are not being printed or e-filed with the return.   Also, if the form has information that is linked from another form, such as the Schedule D or the Schedule EIC, the information that is flowing to that form makes it be loaded. If this is the case, you need to go to the supporting form and make sure that the information there is needed in the return.       

This can occur when a form was added to the return through the Interview Sheet.   When certain answers on the Interview Sheet are marked Yes or No, it causes to load a form into the return for you to complete.   You cannot delete that form from the return until you change the related answer on the Interview Sheet.   Forms that are loaded into memory are listed in the Tree, but they have no check mark beside the form name.   Certain forms are automatically loaded into SureFire cannot be deleted, such as Form 1040, the Main Info Sheet, and Form 6251.   If these forms do not have a check or exclamation point, they are not being printed or e-filed with the return.   NOTE: If the form has information that is linked from another form, such as the Schedule D or the Schedule EIC, the information that is flowing to that form makes it be loaded. If this is the case, you need to go to the supporting form and make sure that the information there is needed in the return.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:No puedo borrar una forma en el paquete 1040 Individual en SureFire

This is because Form 9325 is only needed when returns are e-filed. The form has no manual-entry fields, and it is only printed when return acknowledgments are printed.To make sure this form is always printed, you need to select this option in Printer Setup.To set Form 9325 to always be printed On the File menu, select Printer Setup. In Section 3 - Options, select the Automatically print form 9325 as each IRS tax return is acknowledged checkbox. Click Finish. Form 9325 will automatically be printed when returns are acknowledged by the IRS.Note: There is no way to reprint Form 9325.

Although acks for Form 1065 Partnership e-files are picked up when you communicate with the Electronic Filing Center (EFC) regardless of the package you are using, you can only view the acks to print when you are in the 1065 package. To view or print these acks, you need to change over to the 1065 package.  

Although acks for Form 1065 Partnership e-files are picked up when you communicate with the Electronic Filing Center (EFC) regardless of the package you are using, you can only view the acks to print when you are in the 1065 package.   To view or print these acks, you need to change over to the 1065 package.

Sure-Fire will not calculate this amount to the Schedule D or Form 4972 because the program cannot determine where this amount should be entered from the information on Form 1099-R. See the instructions that were received with Form 1099-R or contact the IRS for information on where and how this amount should be entered in the taxpayer's return.

At the bottom of Form 2441, there is a worksheet for Income Considered Earned by Disabled or Student Spouse. Enter the number of months that the spouse was a student or disabled. If the care listed on Form 2441 was for the disabled spouse, mark this check box at the bottom of this worksheet.

Double-check the amounts in 8915-E and how they were filled out from 2020: If in 2020, the amounts for the distribution were entered in on 8915-E pg.1, Part II line 9 in 2020, then enter in those amounts on 8915-F pg.3, Part II line 12. If in 2020, the amounts were reported on 8915-E on pg.2, Part III line 17, then those amounts will be reported on 8915-F pg.3, Part III line 23.   Please note: Coronavirus-related distributions can't be made in 2021.   Who Must File Form 8915-F? File Form 8915- F (2020 disasters) for the year you checked in item A at the top of page 1 of the form if any of the following apply to you for 2021 for your 2020 disasters: A qualified disaster distribution was made to you from an eligible retirement plan. You received a qualified distribution. A qualified disaster distribution was made to you in a prior year that you are including in income in equal amounts over 3 years and the 3-year period has not yet lapsed. You made a repayment of a qualified disaster distribution.

If a loss is from a prior year, limited by at-risk and now deductible, use a separate K-1 worksheet for this loss.

According to IRS Publication 1524 (page 40):   After IRS accepts an electronic return, it cannot be recalled or intercepted in the process. If the participant or partnership needs to change any entries after the return has been acknowledged as accepted, an amended or corrected return must be filed. The amended or corrected return cannot be filed electronically. The return must be filed on paper and mailed to the IRS. The amended or corrected return should be mailed to the IRS Center where the partnership would normally file their paper Form 1065 return.   For more information, see the instructions for Form 1065.

An individual that pays someone to care for their dependents (qualifying child under age 13, or their spouse or any dependent who is physically and mentally incapable of their own care) while they work or look for work, may be able to claim a credit for their expenses. Child and dependent care expenses must be claimed on Form 2441 to figure and receive the credit. Certain qualifying tests must be met in order to claim the Child And Dependent Care Expense Credit. The following are the qualifying tests: There must be at least one qualifying person identified on the form used to claim the credit. Both the taxpayer and spouse (if applicable) must have earned income during the year, unless one is a student or disabled. Expenses must be paid for child care so that the taxpayer and spouse can work or look for work. Payments must be made to someone the taxpayer or spouse cannot claim as a dependent. They can hire their child if they are at least 19 years old and cannot be claimed as a dependent. Payments cannot be made to a spouse, or the dependent's parent. The taxpayer cannot file as Married Filing Separately, unless certain exceptions apply. The taxpayer must be able to identify the care provider. If they are unable to get information, they must be able to show their due diligence in trying to get the information If the taxpayer excludes or deducts dependent care benefits from their income, the total amount of the exclusion or deduction cannot exceed the maximum limits ($3000 for one qualifying person, $6000 for two or more qualifying persons) The maximum amount of qualified child and dependent care expenses that can be claimed on Form 2441 is $3,000 for one qualifying person, $6,000 for two or more qualifying persons. You can use Form W-10, or any other source listed in its instructions to get the information from the care provider. If you do not give correct or complete information, your credit (and exclusion, if applicable) may be disallowed unless you can show you used due diligence in trying to get the required information. Instructions for entering Child And Dependent Care Expense Credit in the tax program From the Main Menu of the Tax Return (Form 1040) select: Credits Menu Child And Dependent Care Expenses Credit (2441) Amount Paid to Child Care Providers Select New or double-click the entry you wish to Edit. Enter the care provider's ID number and name. Indicate if the ID number is an EIN or SSN. Next enter the care provider's address of the Providers' business. Input the amount paid to the Provider. The number of qualifying dependents will be listed. If you need to add additional dependents select Number of Qualifying Dependents and enter in the dependents SSN, name, and qualifying expenses. If you were covered by your employer’s dependent care plan, and if any employer paid dependent care benefits have been indicated on Form W-2, the amount will appear in Part III. If this amount needs to be adjusted select Employer-paid Dependent Care Benefits and then adjust the amount accordingly. NOTE: This is a guide to entering Child And Dependent Care Expenses into the TaxSlayer Pro program. This is not intended as tax advice. Additional Information: Publication 17, Your Federal Income Tax Publication 503, Child and Dependent Care Expenses Publication 926, Household Employer's Tax Guide Tax Topic 602, Child and Dependent Care Credit

There are no special rules for disable child for child tax credit, if they are age 17 and older at the end of 2020 they will not qualify for child tax credit. Please see IRS instructions below Qualifying Child for the CTC A child qualifies you for the CTC if the child meets all of the following conditions.   The child is your son, daughter, stepchild, eligible foster child, brother, sister, stepbrother, stepsister, half brother, half sister, or a descendant of any of them (for example, your grandchild, niece, or nephew). The child was under age 17 at the end of 2020. The child did not provide over half of his or her own support for 2020. The child lived with you for more than half of 2020 (see Exceptions to time lived with you , later). The child is claimed as a dependent on your return. See Pub. 501 for more information about claiming someone as a dependent. The child does not file a joint return for the year (or files it only to claim a refund of withheld income tax or estimated tax paid). The child was a U.S. citizen, U.S. national, or U.S. resident alien. For more information, see Pub. 519, U.S. Tax Guide for Aliens. If the child was adopted, see Adopted child   For Tax year 2021   The RCTC, NCTC, and ACTC are credits for individuals who claim a child as a dependent if the child meets certain conditions. To claim a child for the RCTC, NCTC, and ACTC, the child must be your dependent, under age 18 at the end of 2021, and meet all the conditions in Steps 1 through 3 under Who Qualifies as Your Dependent in the Instructions for Form 1040.

You need to override the line 6b check box on page 1 of Form 1040.   The IRS instructions for Form 1040, line 6b, are as follows:   Check the box on line 6b if either of the following applies.       Your filing status is married filing jointly and your spouse cannot be claimed as a dependent on another person's return. You were married at the end of that tax year,your filing status is married filing separately or head of household, and both of the following apply.   a. Your spouse had no income and is not filing a return. b.Your spouse cannot be claimed as a dependent on another person's return.                       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Reclamar la exencin para el cnyuge cuando MFS

Important notes about NY mandate Tax year 2019 can still be electronically filed and falls under the mandate in processing year 2022. Clients cannot opt-out of e-file. You cannot charge a separate fee to e-file a clients return. If you can't electronically file the return because it's not supported by your approved e-file software or it can't be filed on our website, then you aren't required to e-file it. If you havereasonable cause not to e-file, you must maintain adequate documentation. You must provide that documentation to us if you or your client receives apenaltybill for failing to e-file. See here for more information:https://www.tax.ny.gov/tp/efile/mandate_participants.htm

Override calculation, will be fixed in SureFire 2018.

Reading Validation Errors:  After you run Diagnostics, the first errors displayed are electronic filing errors. These errors are displayed in red, hyperlinked text. Click the link to jump to the affected form and entry. There, you can correct the problem and run diagnostics again. Once e-file errors are cleared, validation errors can occur in the diagnostics window. The error begins with wording that appears like a web address (“http://www.irs.gov/efile). Ignore the web address in the error. ‘Element’ means a field on that particular form. ‘The value’ means the entry that you typed in that field or that calculated into that field Refer to this example validation error:'http://www.irs.gov/efile:OtherExpenseDescription' element is invalid - "The value" is invalid according to its datatype 'http://www.irs.gov/efile:ShortDescriptionType' - The Pattern constraint failed. This section of the error, ‘OtherExpenseDescription', refers to the field of the form that contains the invalid entry ‘The value’ section of the error refers to the text typed into that particular field Click the link and it will jump you to that field so you can fix the error. If the link doesn't automatically jump you to the error, you will need to manually navigate to the error. NOTE: A large portion of validation errors are punctuation. Be sure to check for stray periods, hyphens or quotes in a field.     Validation Error: The 'http://www.irs.gov/efile:AddressLine1Txt' element is invalid - The value '' is invalid according to its datatype 'http://www.irs.gov/efile:StreetAddressType' - The Pattern constraint failed. The 'http://www.irs.gov/efile:CityNm' element is invalid - The value '' is invalid according to its datatype 'http://www.irs.gov/efile:CityType' - The Pattern constraint failed. The 'http://www.irs.gov/efile:ZIPCd' element is invalid - The value '' is invalid according to its datatype 'http://www.irs.gov/efile:ZIPCodeType' - The Pattern constraint failed. Fix:We can see that Address Line 1, City, and Zip code are blank.  Somewhere on the return, where an address would be filled out, they had put the state, but didn't put address, city, or zip code.  This type of issue works for all fields, for example, if CityNm, ZIPCodeType is listed, then this means an address and state are missing from the error message so they would have data entered, but not the City or Zip code.   Validation Error: The 'http://www.irs.gov/efile:Desc' element is invalid - The value '' is invalid according to its datatype 'http://www.irs.gov/efile:ShortDescriptionType' - The Pattern constraint failed. Fix: This is an E-File Validation error that can appear when a return looks perfectly normal. What is actually causing this is somewhere in the return, there are two description fields with the exact name in the Description Name field. You can fix this by locating the two fields in the return and doing either of the following: Combine the two descriptions into one field and combine the figure amounts as well. Change the names of the descriptions slightly to make them different in some way. From "Description Example, Description Example" to "Description Example 1, Description Example 2".     Validation Error: The element 'IPAddress' in namespace 'http://www.ftb.ca.gov/efile' has incomplete content. List of possible elements expected: 'IPv4AddressTxt, IPv6AddressTxt' in namespace 'http://www.irs.gov/efile'. To Fix: The cause for this issue is because you have a bad internet connection.  You are most likely using a wireless connection that isn't very strong, or having issues with your current internet connection.  Please fix this issue, and try running diagnostics and creating e-file again. Validation Error: The 'http://www.irs.gov/efile:ExemptionReasonCd' element is invalid - The value '' is invalid according to its datatype 'String' - The Enumeration constraint failed. To Fix: On the 8965 need to put the exemption type at the bottom.

If the address on the tax return is one of the community property states, answer the questions in the Filing Status section of the Main Information Sheet. If you answer Yes, you will want to fill out the Community Property Allocation Worksheet in SureFire. See IRS Publication 555 for additional information.

If the address on the tax return is one of the community property states, answer the questions in the Filing Status section of the Main Information Sheet. If you answer Yes, you will want to fill out the Community Property Allocation Worksheet in SureFire. See IRS Publication 555 for additional information.               Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Community Property States (Spanish)

On the NJ 100, page 1, below the item in red labeled "will the taxpayer be allocating the income in the return"" Check the applicable return type

Part I, Line 4 - If line 4 is greater than line 3, the PSC has met the minimum distribution requirement. Do not attach this form to the PSC income tax return. Keep this form with the PSC tax records. Line 13- If line 13 is equal to or less than line 4, the PSC has met the minimum distribution requirement, and Part II does not need to be completed.

This application allows the corporation to apply for a refund of a NOL carryback, Capital Loss Carryback or Unused General Business Credit, for the prior 3 years. Answer all appropriate questions. Lines 11-15 - If lines 1a and 1b are blank, skip lines 11-15. Line 16 - Tax is computed for regular corporation, not controlled groups. You need to press F8 (override) to change tax amount for controlled groups. If you are using multiple copies of this form, enter the copy numbers. Questions 1-10 should only be answered on copy 1. Use 4 copies of this form for 10-year (2 copies for 5-year) carryback.

To complete Form 2350, follow these steps:   Complete your client's return as accurately as possible. In the PIN section on the Main Information Sheet, select either Form 2350 without direct debit or Form 2350 with direct debit. Complete the additional entries on the Main Information Sheet that become required. Open Form 2350 and fill in required entries. If direct debit is involved, open the form called ACH EXT and enter the amount to be debited, bank Routing Transit Number, taxpayer account number, and date for the withdrawal to be made. Do one of the following: Run diagnostics from inside the return and click the Extension E-File button. Open the Tools menu and select Make Extensions e-files.       If the taxpayer or spouse authorizes the ERO to enter his PIN instead of entering the PIN himself, you must print Form 8878 and the taxpayer and/or spouse must sign it. You must keep this form on file for three years from the return due date or IRS received date, whichever is later. See IRS instructions for Form 8878 for more information.   You must clear the Form 2350 check box on the Main Information Sheet before creating the e-file for the finished return.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Completar el Formulario 2350 para la presentacin electrnica

Page 1   Enter any applicable information to be printed at the top of this page. For example, enter "Filed Pursuant to Rev. Proc. 98-55.""   Select the applicable check box on line D if the corporation has changed its name and/or address.   Enter the effective beginning date of election for the tax year on line E.   Select the applicable check box on line F to indicate the applicable tax year.   If there are more than 100 shareholders listed for item J

Page 1You must mark this form either Business or Individual. If you mark the Individual box, you must enter T for the taxpayer, S for the spouse, or J for a joint return. Information is then carried over from the General Information Sheet.Read each item and mark the appropriate box. By pressing F9 where indicated, you may link to the appropriate statement needed to list information. If you answer Yes on line 3, the applicant is not eligible to request the change in accounting method under automatic change request procedures.Page 2Read each item and mark the appropriate box. Press F9 on to link to a statement on line 6. If you answer Yes to line 7, the applicant is not eligible to request the change in the accounting method.Page 3Read each item and mark the appropriate box. Press F9 to link to a statement on line 12d.Page 4On line 1, enter the amounts on lines 1a through 1h as of the close of the tax year preceding the year of change. If none, select the checkbox. On line 2, select the applicable checkbox to indicate if the applicant is also requesting the recurring item exception (section 461(h)(3)). The total from this page carries to page 3, line 25. You may attach a statement to this sheet using a blank form.Page 6Read each item and mark the appropriate box. Attach explanations or statements using a blank form.Page 7Complete the applicable lines for the present method and the proposed method. Attach lists to applicable lines using a blank form.Page 8Read each item and mark the appropriate checkbox. By pressing F9 on line 4a or 7b, you may link to the appropriate statement needed to list information.

Page 1   You must indicate this form either Business or Individual. If you select the Individual check box, you must enter either T for taxpayer, S for spouse or J for a joint return. Information will carry over from the Main Information Sheet.   Read each item and select the appropriate check box.   If you answer Yes to line 3, the applicant is not eligible to request the change in accounting method.   Page 2   Read each item and select the appropriate check box.   Press F9 to link to a statement on line 6.   This page may be duplicated by pressing Shift+ F10.   See the IRS instructions for more information.   Page 3   Press F9 to link to a statement on line 12d.   Read each question and select the appropriate check boxes.   See the IRS instructions for Form 3115 for more information.   Page 4   Line 1 Enter the amounts on lines 1a through 1h as of the close of the tax year preceding the year of change. If none select the check box.   Line 2 Select the applicable check box to indicate if the applicant is also requesting the recurring item exception (section 461(h)(3)).   See the IRS instructions for Form 3115 for more information.   Page 6   Read each question and select the appropriate check boxes.   See the IRS instructions for Form 3115 for more information.   Page 7   Complete the applicable lines for the present method and proposed method.   See the IRS instructions for Form 3115 for more information.   Page 8   Read each item and select the appropriate check box. By pressing F9 on line 4a and line 7b, you may link to the appropriate statement needed to list information.   See the IRS instruct           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Completando la forma 3115 (Application for Change in Accounting Method)

If you are using more than one instance of Form 3903, enter a label for each form at the top of the form. Also notice the check box at the top of the form, to be used by military.Fill in all the applicable lines. Moving-expense limitations are calculated for you. The allowable deduction for moving expenses is transferred to the Adjustments section of Form 1040. Taxable benefits are added to line 7 of Form 1040.Employer-paid expenses listed on lines 1 and 2 that are not included in the Wages box of Form W-2 and are identified with Code P in box 12 of the W-2 are entered on line 4.On line 5, indicate whether the amount is attributable to the taxpayer or spouse.For electronic-filing purposes, a tax return cannot contain more than two copies of Form 3903.

If you are using more than one instance of Form 3903, enter a label for each form at the top of the form. Also notice the check box below line 3, to be used by Armed Forces..   Fill in all the applicable lines. Moving-expense limitations are calculated for you. The allowable deduction for moving expenses is transferred to the Adjustments to Income section of Form 1040. Taxable benefits are added to line 7 of Form 1040.   Employer-paid expenses listed on lines 1 and 2 that are not included in the Wages box of Form W-2 and are identified with Code P in box 12 of the W-2 are entered on line 4.   On line 5, indicate whether the amount is attributable to the taxpayer or spouse.   For electronic-filing purposes, a tax return cannot contain more than two copies of Form 3903.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Completar el Formulario 3903 (Gastos de mudanza)

Refer to the IRS instructions to determine if the corporation qualifies for the small corporation exemption. If the corporation qualifies for the small corporation exemption, select the checkbox at the top of this form and the form will not be included in the return. If the corporation does not qualify for the exemption, complete the remainder of the form. Based on information in the return, most lines are calculated for you. You should review all lines for possible additions and for any other entries you may wish to override. From line 4a you can link to the Adjusted Current Earnings (ACE) Worksheet. The result from that worksheet will calculate to this line. You must enter an amount on line 4d, even if line 4b is positive.  

To e-file an extension using Form 7004, use the following steps:   Open the return for which you wish to complete the extension and fill in the information regarding the company name. Select Yes to the Do you want to electronically file this return? question. Select either Form 7004 without direct debit or Form 7004 with direct debit for the What form(s) are you e-filing using PINs? question. Enter the information for the Signing officer for e-filing, Officer Information, and Preparer Information. Add Form 7004 to the return, and then select the check box at the top of the page to indicate if you are using this form. Run diagnostics and correct any errors you may receive. Click Extension E-File to create an e-file. Close the return, and then select Send Federal/State Returns to on the Communications menu.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Completando la forma 7004 para enviarla electrnicamente (e-file)

Enter T, S, or J (taxpayer, spouse, or joint) at the top of the form next to the name. Fill in all appropriate information in Parts I and II. Line 7 If answer is YES, go to Part II. If answer is NO, go to Part III. Next to line 11c, you may link (F9) to attach an explanation. Complete lines 12 through 14 of Part III if property was NOT like-kind, otherwise go to line 15. Be sure to mark the appropriate boxes on lines 14 and 22 to transfer amounts to those forms. No more than 5 copies Forms 8824 may be included with an electronically-filed return.

Enter T, S, or J (taxpayer, spouse, or joint) at the top of the form next to the name.   Fill in all appropriate information in Parts I and II.   Line 7   If answer is YES, go to Part II. If answer is NO, go to Part III.   Next to line 11c, you may link (F9) to attach an explanation.   Complete lines 12 through 14 of Part III if property was NOT like-kind, otherwise go to line 15.   Be sure to mark the appropriate boxes on lines 14 and 22 to transfer amounts to those forms.   No more than 5 copies Forms 8824 may be included with an electronically-filed return.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo ingresar informacin en la forma 8824 en SureFire?

Select Taxpayer or Spouse at the top of the form. Complete Part I for each year.If the answer to line 4 is Yes, skip line 5 and go to line 6.If the answer to line 4 is No, go to line 5.If the answer to line 5 is Yes, go to page 2 of the instructions on Community Property Laws.If the answer to line 5 is No, stop here. Do not file this form for that tax year.Note: Form 8857 can be found in the Miscellaneous package in SureFire.

Select Taxpayer or Spouse at the top of the form. Complete Part I for each year.   If the answer to line 4 is Yes, skip line 5 and go to line 6. If the answer to line 4 is No, go to line 5. If the answer to line 5 is Yes, go to page 2 of the instructions on Community Property Laws. If the answer to line 5 is No, stop here. Do not file this form for that tax year.       Note: Form 8857 can be found in the Miscellaneous package in SureFire.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Completando la forma 8857 - Request for Innocent Spouse Relief

General If you have been lawfully admitted for permanent residence or U.S. employment, you are eligible for a Social Security number. Do not complete this form. Check the Taxpayer or Spouse at the top of the form. Complete and mail this form to the IRS for clients or their dependents who do not have, and are not eligible to obtain, a Social Security Number. If dependents need Form W-7, simply press SHIFT+F10 to duplicate it.  Type in the dependent's name instead of the taxpayer or the spouse. A separate Form W-7 must be filed for each dependent. Press SHIFT+F1 for IRS instructions. The form must be mailed to:   Internal Revenue Service ITIN Operation P.O. Box 149342 Austin, TX 78714-9342   This form may be duplicated. According to the IRS, it takes about a month to get an ITIN. Earned Income Credit will be disallowed if the qualifying child has an ITIN and not a valid SSN.  

Note: If this form is used, the return must be mailed to the IRS.   Complete and mail this form to the IRS for clients or their dependents who do not have, and are not eligible to obtain a Social Security Number.   This form may be duplicated by pressing Shift+F10.   Earned Income Credit will be disallowed if the qualifying child has an ITIN and not a valid SSN.   The ITIN is for federal tax purposes only: It does not entitle you to Social Security benefits and does not change your immigration status or your right to work in the United States.   If you have been lawfully admitted for permanent residence or U.S. employment, you are eligible for a Social Security number. Do not complete this form.   Reason you are submitting Form W-7 If you select check box a or f, enter the treaty country and the treaty article number below line h.   Line 1 Enter the first and last name of the taxpayer. Otherwise, the return will not be processed correctly.   Enter the first and last name of the taxpayer if as it appears on the birth certificate if it is different from the name on the line above.   Line 2 Enter the taxpayer's complete address. This is the address that the IRS will use to return the original documents and send written notification of the taxpayer's ITIN.   Line 3 Enter the taxpayer's foreign address if applicable. DO NOT use a P.O. box number.   Line 4 Enter the date of birth, the birth country and the city and store or province.   Line 5 Select Male or Female.   Line 6a Enter the country or countries (in case of dual citizenship) in which the taxpayer is a citizen. Enter the complete country name; do not abbreviate.   Line 6b Enter the Foreign tax ID number (if any).   Line 6c Enter the type of U.S. visa (if any), the number, and expiration date.   Line 6d Select the check box to indicate the type of document(s) submitted for identification. Enter the name of the state or country or other issuer, the identification number, the expiration date, and the date of entry into the United States. See the IRS instructions for details.   Line 6e Select the applicable check box on this line to indicate if you have previously received a U.S. temporary taxpayer ID number (TIN) or employer identification number (EIN). If you answer No to line 6e, skip line 6f. If you answer Yes to line 6e, complete line 6f.   Line 6f If you selected Yes on line 6e, list the TIN and/or EIN number and number under which issued.   Line 6g Enter the name of the college/university or company, including the city and state. You must also enter the length of stay in the United States.   Signature Enter the date you are filing this Form W-7. Enter the applicant's phone number. If the applicant is a minor under 14 years of age, enter the delegate's name and phone number. Select the check box that indicates the relationship to the applicant.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo completar el formulario W-7 en SureFire?

SureFire Help (F1) instructions for line 17: "SureFire calculates this amount from Schedule E. Click the QuickLink icon to open Schedule E. If the taxpayer has one or more K-1s from partnerships

Fill in the name and address of each shareholder along with the number of shares held, the date acquired, SSN (Social Security Number) or EIN (Employer's Identification Number), and the month and day the shareholder's tax year ends. To list additional share holders, press SHIFT+F10 to open the forms list and choose Duplicate Part 1 Shareholders (Dup Part 1.) Page 2 Part II- All corporations using Part II must complete item O and one of item P , Q, or R. Part II Question Q -To request a fiscal tax year based on a business purpose, you must check box Q1 and pay a user fee. You may also check box Q2 and/or Q3. Part II Question- To make a section 444 election, you must check box R1 and you may also check box R2. To attach statements to this page you may use the Blank form. Part III -Use Part III only if you make the election in Part I.  

In order to report a conversion, the taxpayer will be issued Form 1099-R showing the total distribution made from their Traditional IRA account. The full distribution does not need to be converted to a Roth IRA, however, any amounts not converted are subject to additional taxes and penalties. Conversions must be reported on Form 8606, Part II. Form 1099-R must be entered into the tax program before computing the taxable amount on Form 8606.

The following calculations and worksheets will help taxpayers take advantage of recent legislation included in the Coronavirus Tax Relief.   Recovery Rebate   If your taxpayer client received a lower Economic Impact Payment (EIP) amount or did not receive the payment at all, they may be eligible to claim the Recovery Rebate Credit on their 2020 tax return. To ensure that your clients receive the correct amount of Economic Impact Payments, you can use the 1040 Wkt 8 (Recovery Rebate Credit Worksheet) in your SureFire 2020, to reconcile the amounts received versus what the taxpayer is eligible for.   Refundable Credits Lookback Rule   The recent COVID Tax Relief bill includes a refundable credits lookback rule which can help low-income taxpayers increase their 2020 EITC or CTC, using their earned income from the tax year 2019 to determine the Earned Income Tax Credit and the refundable portion of the Child Tax Credit, in the 2020 tax year.     Check out a great video on this topic here

Resolution This can occur when mileage has not been entered on the Vehicle/Listed Property worksheet.   To resolve the issue, do the following: Go to the Asset Wkt for the Vehicle. Click the Vehicle/Listed Property button. Complete the worksheet. *Note: Verify the asset is linked to Form 4562 and it is not linked to the 4562 Summary.

S Corporation - Form 1120S According to the IRS Instructions for Form 1120-S:   Generally, an S corporation must file Form 1120S by the 15th day of the 3rd month after the end of its tax year. For calendar year corporations, the due date is March 15, 2017. A corporation that has dissolved must generally file by the 15th day of the 3rd month after the date it dissolved.   If the S corporation election was terminated during the tax year and the corporation reverts to a C corporation, file Form 1120S for the S corporation's short year by the due date (including extensions) of the C corporation's short year return.   C Corporation - Form 1120 According to the IRS Instructions for Form 1120-C:   Starting with 2016 tax returns, all other C Corporations besides December 31 and June 30 year-ends (including those with other fiscal year-ends) will be due on the 15th of thefourth month after the year-end.   However, a cooperative with a fiscal tax year ending June 30 must file by the 15th day of the 3rd month after the end of its tax year. A cooperative with a short tax year ending anytime in June will be treated as if the short year ended on June 30, and must file by the 15th day of the 3rd month after the end of its tax year.   Extension of Time To File File Form 7004, Application for Automatic Extension of Time To File Certain Business Income Tax, Information, and Other Returns, to request an extension of time to file. Generally, the cooperative must file Form 7004 by the regular due date of the return.   Note:If the due date falls on a Saturday, Sunday, or legal holiday, the corporation can file on the next day that is not a Saturday, Sunday, or legal holiday.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Fecha lmite para presentar declaraciones 1120/1120S electrnicamente en o SureFire.

The column next to the dependent name in the dependent section on the Main Info that says DC must be marked with an X to carry the name and Social Security Number of the Qualifying Dependent to Form 2441, Part II, line 2.   If this check box is marked, make sure that the information on Form 2441 has not been overridden. This will cause any calculated information to not be carried over. You can un-override the data either by right-clicking the entry and then selecting Un-override, or by pressing SHIFT+F8 on your keyboard.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Informacin del dependiente no es llevada al Formulario 2441

If you qualify to claim a child, a parent or other person as a dependent on your return, and they received a W-2, you do not report their W-2 income on your tax return. Your dependents report W-2 income on their own individual returns. Even if they are not required to file a tax return, they can file to recover any withholding.

If there is a fiscal year entered on page 1 (of Form 1120, 1120S, 1065, or 1041), the beginning year date is considered the beginning of the year. Any assets that were placed in service before that date are considered prior-year assets.

After overriding fields and adding data on the 4562 form that was not entered on the Asset Worksheet, there are values that do no flow onto the Schedule E form.   Resolution: Check to make sure each asset has been entered onto its own Asset Worksheet in SureFire. Link depreciation to the Sch E 1. Go to Sch E, page 1. 2. Go to line 18. 4. Click on Function Key F9 or click the link to add the form 4562. 5. On the Form 4562, go to line 6 Press F9 or click the link . 6.Add the Depreciation Worksheet . 7. Fill in the Depreciation information. Repeat the steps above for all properties. Note: Depreciation will not flow to the Schedule if depreciation not correctly linked to the Sch E         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Los gastos de depreciacin no fluyen al schedule E de SureFire

This can occur when the asset was placed in service and disposed of in the same year.   According to IRS.gov, even if a taxpayer meets the requirements for a property, a taxpayer cannot depreciate the following property: Property placed in service and disposed of in same year.   For more information see IRS - A Brief Overview of Depreciation.

There needs to be an EIN entered, Please enter a EIN. If multiple K-1s override the entry, enter one of the EINs then you can attach the PDF.

On the form 1120S, page 2, line 3 the question is answered yes to add the Sch B1. If this response is correct you will need to paper file this return.

Diagnostic Error Car/truck expenses on Schedule F, line 10, is significant and Form 4562, page 2 is not present. (3)     Go to your Asset worksheet for the vehicle click the Vehicle /Listed Property tab and fill it out. your 4562 page 2 will become active and filled out.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Error de Diagnstico: Car/truck expenses on Schedule F, line 10, is significant and Form 4562, page 2 is not present. (3)

You cannot use a bank product to get paid preparer fees if there is no federal refund.

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Go to the K-1 and remove the information from the individual field and enter on the entity name field.

According to the Earned income tax rules, child must be under 24, not 24 and under. So age 23 will qualify if student, but not age 24.   Qualifying Child Rules https://www.irs.gov/credits-deductions/individuals/earned-income-tax-credit/qualifying-child-rules#Tests%20for%20a%20Qualifying%20Child Age   To be a qualifying child for the EITC, yourchild must be: Any ageandpermanently and totally disabled at any time during the year. For more information, seeDisability and Earned Income Tax Credit. or Under age 19 at the end of the yearandyounger than you (or your spouse, if you file a joint return) or Under age 24 at the end of the yearanda full-time student for at least 5 months of the year and younger than you (or your spouse, if you file a joint return)

Our SureFire Analyst suggest that you override this field to zero on the NJ 2210 worksheet. We are reaching out to the state because it appears the schema has the wrong format for this field but this should provide a workaround for them that doesn't impact the return.

Go to Sch K-1 and make sure TIN has hyphens.

Go the the main information page and below the section for Preparer information, check the box next for " I have verified the that the PTIN entered above is correct and belongs to the preparer signing the return"" "

Need to enter county on the CA 540 page 1, immediately above the section for Principal Residence Information

This can occur when: All forms 2106 are marked for the taxpayer. If correct, then return will need to be paper filed. All forms 2016 are marked for the spouse.If correct, then return will need to be paper filed. No selection has been made on either form 2106. You have an extra form2016 in the return that is not being used. If not in use, delete the form.   Resolution Go to the first form 2106. Verify that it is marked for the taxpayer. Go to the second form 2106. Verify that it is marked for the spouse. Make corrections where necessary. Click Save.

Go to Sch EIC At the top for the form, check the box at the top of the Sch EIC that says if Taxpayer seems to qualify for EIC, but does not... A disabled parent does not qualify for EIC.

Direct Debit for Balance Due or Estimated Tax Payment   Read the on-screen instructions.   Complete this form if:   The taxpayers have a balance due and want to allow the IRS to debit their checking or savings account for the payment; The taxpayers want one estimated tax payment debited from their checking or savings account.   In order to do both, you must duplicate this form and complete one copy for a debit of balance due and one for a debit of the estimated tax payment. To duplicate the form, press Shift+F10 while the form displays on your window. Do not fill in both sections on the same form.   For the Balance Due on Your Tax Return   Fill in the required entries.   The taxpayer can specify on which date the debit should take place. If the return is transmitted on or before April 15, the requested date cannot be later than April 15. If the return is transmitted after April 15, the requested payment date should be the current day's date (shown on-screen). Do not enter @T/OD/AY.   For Estimated Tax Payment   Be sure the account information you enter for this field is correct. It is not cross-checked by SureFire with any other account information.   Read the on-screen instructions regarding requested payment dates.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Dbito directo por saldo adeudado o pago de impuestos estimados en SureFire

The entry on the Form K1 P/S Pg. 1, Line 19 is for cash distributions from the partnership. This amount is not per se taxable. It is only taxable to the extent that the distribution exceeds partnership basis or at-risk basis limitations. If the distribution exceeds the partnership basis or at-risk limitation, then it will need to be reported to Form 8949 after receiving the appropriate Form 1099.                 Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Las distribuciones no pueden ser ingresadas en la lnea 19 de la forma K1 P/S, pgina 1 en una declaracin de impuestos en SureFire

If claiming any of the following credits, Part I and Part VI should be completed: Earned Income Credit (EIC), complete Part II. Child Tax Credit (CTC), Additional Child Tax Credit, Other dependent credit, complete Part III. American Opportunity Tax Credit (AOTC), complete Part IV. Head of household filing status, complete Part V.

CA state allows residents/part year residents with a SSN or ITIN to apply for an exemption. Therefore there is no special exemption specifically for ITIN holders, if they did not apply for exemption they do not have one.   "This exemption will only be approved for months in the future until the end of the current calendar year. For example

According to the IRS Form 1040 instructions:   What if You Can't File onTime? You can get an automatic 6-month extensionif, no later than the date your returnis due, you file Form 4868. For details,see Form 4868. Instead of filingForm 4868, you can apply for an automaticextension by making an electronicpayment by the due date of your return. If you are a U.S. citizen or residentalien, you may qualify for an automaticextension of time to file without filingForm 4868. You qualify if, on the duedate of your return, you meet one of thefollowing conditions. You live outside the United Statesand Puerto Rico and your main place ofbusiness or post of duty is outside theUnited States and Puerto Rico. You are in military or naval serviceon duty outside the United States andPuerto Rico.This extension gives you an extra 2months to file and pay the tax, but interestwill be charged from the original duedate of the return on any unpaid tax.You must include a statement showingthat you meet the requirements. If you are still unable to file your return by the end of the 2-month period, you can get an additional 4 months if, no later than June 15, 2022, you file Form 4868. This 4-month extension of time to file doesn't extend the time to pay your tax. See Form 4868.     Additional Information:   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:El Formulario 1040 tiene un segundo formulario de extensin para tiempo adicional para presentar?

No, Indiana doesn't support PDFs when electronic filing 1120, 1120S, or 1065 returns.

No, SureFire does not have a form that will calculate penalties and interest for someone that did not pay their balance due by the April deadline.

No, the SureFire program does not have a Retired Minimum Distribution (RMD) waiver.

Currently,SureFiresupports e-filing ofFiduciary (1041)returns only for New York and Massachusetts.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Admite SureFire la presentacin electrnica de fiduciario 1041 para Massachusetts?

No, SureFire does not support e-filing of the 990-N e-postcard at this time. Form 990-N can be filed for free at IRS.gov. For more information, see IRS 990-N FAQS             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:SureFire admite la presentacin electrnica de la forma 990-N e-postcard?

Effective Tax Year 2021, SureFire and SureFire Web Version support e-file for the CT-1040 Extension.

SureFire does not support state of NJ for 990 returns.

Yes. As long as the form is completed and is checked off on the forms tree

The depreciation detail schedule showing prior year amounts will be printed with your form 4562.

No, there is no separate AL K-1 input sheet. In the return that is attached, the AL BDE shows the total amount as the amount that is included in the federal and 0 allocated to AL. The state box at the top can be used to allocate all of the income to a part-year or nonresident state but not a portion. If only a portion is allocable to a state, the user would need to override on the state return. I do not see this doubling that that is mentioned.

The state abbreviation needed to be removed from the second full year resident slot on the Main Info.

Idaho 1041 returns are not currently supported for E-file (according to the instructions) should be mailed to the following address:   WHERE TO FILE Mail the return and payment to: Idaho State Tax Commission PO Box 56 Boise ID 83756-0056

This can occur when trying to e-file a 1040X where the state return has also been marked off for e-filing.Some states will need to say no to e-filing to e-file 1040X in SureFire since not all states are available to e-file amended returns.

It is not possible to E-file a return with $0 income. SureFire Web Version requires some type of income reflected in the 1040 Pg 1 in order to create e-files.   Workaround for extensions: Enter $1 on line 1 and the button activates. Remember to remove this amount on actual return submission.

Make sure to complete the required information on Form 8965 Part I.

View the payments in your account at https://www.revenue.wi.gov/Pages/Apps/TaxPaymentInquiry.aspx

FormIL1040 Step 11 Line 38a Direct Deposit Box or FormIL1040 Step 11 Line 38b Paper Check Box must line 37 on the same form and page.

If same is present then county in California must be present.

Remove the data on IL NR Page 1 as applicable.

Enter the missing State Information on the W2.

If on 8862 page 1, the checkbox for CTC/ODC is checked, then you must have information in the corresponding sections for this credit in the 8862 form.

The amount showing on line 28 of pg 2 of the IL 1040 must match or be less than the amount reported on IL Sck K1 P, line 53a, and or IL Sch K1 T, line 50.   If both amounts match, verify the IL K1 is marking for e-file.   If is not marked for e-file, go to the federal Sch K-1 and enter IL on pg 1, line 'Enter the state in which this income is to be taxed, if different from the state of'

Add Form 8862. Check the box for EIC. Complete Part I and II on Form 8862.

Part IV

Full Rejection Text "Software ID in the Return Header must have passed testing for the form family and tax year."" Resolution To fix this reject the modules for your SureFire software need to beuninstalled and re-installed. For instructions on how to uninstall and reinstall modules check article 000048282     Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base

Form 990, Schedule A, page 2, Part II, line 6 column (f) must have a value if you selected lines 5, 7, or 8 on Part I.

The e-file program has not started, only pre ack. So there is no current year option because we are not transmitting e-files yet. You'll have to click on the search query (SureFire) for information about the bank ack or Display selected e-file Acknowledgement History ().

SC 1040 pg 1, Name of the combat zone, remove the verbiage entered if the taxpayer was not in a combat zone.

On Sch K-1 Enter the hyphens in the SSN.

This is an E-File Validation error that can appear when a return looks perfectly normal. What is actually causing this is somewhere in the return, there are two description fields with the exact name in the Description Name field. You can fix this by locating the two fields in the return and doing either of the following: Combine the two descriptions into one field and combine the figure amounts as well. Change the names of the descriptions slightly to make them different in some way. From "Description Example, Description Example" to "Description Example 1, Description Example 2".  

Please remove overrides on form NY 215. If the form is not marked for e-file anymore and the income and other fields don't pull the amounts from the federal return, verify that the taxpayer qualifies for Earned Income Tax Credit.

Go to the Schedule B, Part II and add or enter the EIN correctly, you will need to add the hyphen after the first 2 numbers, example 12-3456789

Remove the 2nd 1099 NEC attached to the Form 8919 SP; Make sure the program has stop processing that task and then remove (right click 'Remove Form') 8919 SP; Copy the first 1099 and Add the data from the additional 1099 NEC.

Go the form PA Sch M page 2, Part II, section I, Income class from line 12, Part I, column initial "B"" or 'F"" Only on the red line

Go to PA Sch C and complete the address for the business location.

Removed the ampersand () character from the address field on page 1 of the Schedule E.

CA CA pg 1 Line 18, Alimony paid, enter Recipient's last name

This error will occur when an EIN is entered on 1040 Wkt 9, however, a code was not entered in the Code column. Example of Codes areForm 1099' or '1065 Schedule K-1' or '1120S Schedule K-1   To fix the error remove the EIN or enter a code, you can also override the code column to enter the correct code. However it is best to enter the information on the correct source document example 1099, 1065, Sch K-1 or 1120S Sch K-1, etc, this way the withheld amount will flow to 1040 Wkt 9

Go to the 1065/1120s - EF Info page and change the title of the signing officers to Member, Other, President, Vice President, Secretary, Treasurer. General Partner will not work

If you have an officer listed on the Main information page, add the officer information on Form 990EZ, Part IV, Page 2. Notice that if no wages or compensation you will need to enter zero in the field for amount.

SureFire currently supports e-filing business extensions for the following states: C: 1120, P: 1065, S: 1120S, F: 1041   Connecticut: C, P, and S. Florida: C. Louisiana: C and S. Massachusetts: C and F. Maryland: C, P, and S. New Jersey: C, P, and S. New York: C, P, S, and F. Texas: C, P, and S.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Estados que puede enviar extensiones de declaraciones de impuestos de negocios electrnicamente usando SureFire (2021)

The acknowledgment MUST be included with the tax return as required by IRC section 170(f)(12)(A)(i). In Sure-Fire, we do not add lines to Form 8283 as a substitute for including the acknowledgment. For individuals, this means the acknowledgment will either have to be attached to Form 8453, or the return has to be filed on paper. However, Form 1120 filers have the ability to scan the acknowledgment and file it electronically.                          

To e-file an extension for Form 1120S   Fill in the information about the company name. Select Yes to the Do you want to electronically file this return? question. Select either Form 7004 without direct debit or Form 7004 with direct debit for the What form(s) are you e-filing using PINs? question. Fill in the information for Signing officer information for e-filing, Officer Information, and Preparer Information. Add Form 7004 to the return, and then select the checkbox at the top of the page to indicate if you are using this form. Run diagnostics and correct any errors you may receive. Click Extension E-File to create an e-file. Close the return, and select Send Federal/State Returns on the Communications menu.  

To e-file an extension for business returns   Fill in the information about the company name. Select Yes to the Do you want to electronically file this return? question. Select either Form 7004 without direct debit or Form 7004 with direct debit for the What form(s) are you e-filing using PINs? question. Fill in the information forSigning officer information for e-filing, Officer Information, and Preparer Information. Add Form 7004 to the return, and then select the check box at the top of the page to indicate if you are using this form. Run diagnostics and correct any errors you may receive. Click Extension E-File to create an e-file. Close the return andselect Send Federal/State Returns to on the Communications menu.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo e-File una extensin de una declaracin de impuestos 1120-S de una corporacin en SureFire

On the Michigan Form 1040, page 1, near the top of the form, there is a check box to select if you are not required to file a Michigan return and you are only e-filing the credit forms. If you select this check box, any Michigan credit forms that are able to be e-filed alone will be electronically filed. Keep in mind that this check box should only be selected if the taxpayer is not required to file a Michigan return.

Q: Since this is a business return form included in an individual return, can this return be e-filed with SureFire?   A: According to the PA Department of Revenue, this particular scenario is very rare. As a result, we do not support e-filing the PA RCT-101 with a Form 1040 return. We only support e-filing PA form RCT-101 in a business return.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Se puede e-file la forma PA RCT-101 con una declaracin de impuestos 1040 en SureFire?

According to the IRS, this return should be e-filed, even though there is a discrepancy in the use of the ITIN and an unrelated SSN.   The IRS would rather have the return filed this way than for the return to not be filed at all.   To e-file this return   Enter the client's ITIN on the Main Information Sheet. The program sends this ITIN to the W-2. Override the SSN field on the W-2 with the SSN the taxpayer actually used to claim wages for that job, so it matches the paper W-2 that the IRS previously received. Create and transmit the e-file for this return.     The return will not be rejected by the IRS for the ITIN and SSN mismatch.

According to the IRS, this return should be e-filed, even though there is a discrepancy in the use of the ITIN and an unrelated SSN.   The IRS would rather have the return filed this way than for the return to not be filed at all.   To e-file this return Enter the client's ITIN on the Main Information Sheet. The program sends this ITIN to the W-2. Override the SSN field on the W-2 with the SSN the taxpayer actually used to claim wages for that job, so it matches the paper W-2 that the IRS previously received. Create and transmit the e-file for this return.     The return will not be rejected by the IRS for the ITIN and SSN mismatch.   Note: If the taxpayer has a valid SSN but the employer put an incorrect SSN on form W-2, refer to for instructions.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Presentacin electrnica de una declaracin de impuestos con ITIN y SSN de contribuyente que no corresponden

If the filing status is married filing separately, the client cannot get the earned income credit. You must have entered the taxpayer's birth date on the Main Information Sheet and selected the EIC checkbox for qualifying children in the Dependents section of the Main Information Sheet. You also must complete the EIC worksheet. For example, all of the dependents in this return qualify, so the EIC checkboxes will need to be selected.                         Once completed, you can see at the bottom of the form the program automatically generates the amount of EIC that the taxpayer is eligible for and will send this information to the 1040. If the taxpayer appears to qualify, but does not, select the checkbox at the top of Schedule EIC labeled, If the taxpayer seems to qualify for EIC, but does not, check here for "No". EIC phases out when taxpayers reach the upper earned income limit (as calculated for EIC purposes). For 2017, those limits are: With three or more qualifying children, $48,340 ($53,930 if married filing jointly) With two qualifying children, $45,007 ($50,597 if married filing jointly) With one qualifying child, $39,617 ($45,207 if married filing jointly) With no qualifying child, $15,010 ($20,600 if married filing jointly) For 2016, those limits are: With three or more qualifying children, $47,955 ($53,505 if married filing jointly) With two qualifying children, $44,648 ($50,198 if married filing jointly) With one qualifying child, $39,296 ($44,846 if married filing jointly) With no qualifying child, $14,880 ($20,430 if married filing jointly) For 2015, those limits are: With three or more qualifying children, $47,747 ($53,267 if married filing jointly) With two qualifying children, $44,454 ($49,974 if married filing jointly) With one qualifying child, $39,131 ($44,651 if married filing jointly) With no qualifying child, $14,820 ($20,330 if married filing jointly) For 2014, those limits are: With three or more qualifying children, $46,997 ($52,427 if married filing jointly) With two qualifying children, $43,756 ($49,186 if married filing jointly) With one qualifying child, $38,511 ($43,941 if married filing jointly) With no qualifying child, $14,590 ($20,020 if married filing jointly) For 2013, those limits are: With three or more qualifying children, $46,227 ($51,567 if married filing jointly) With two qualifying children, $43,038 ($48,378 if married filing jointly) With one qualifying child, $37,870 ($43,210 if married filing jointly) With no qualifying child, $14,340 ($19,680 if married filing jointly)

Who is eligible for the economic impact payment? Tax filers with adjusted gross income up to $75,000 for individuals and up to $150,000 for married couples filing joint returns will receive the full payment. For filers with income above those amounts, the payment amount is reduced by $5 for each $100 above the $75,000/$150,000 thresholds. Single filers with income exceeding $99,000 and $198,000 for joint filers with no children are not eligible. Social Security recipients and railroad retirees who are otherwise not required to file a tax return are also eligible and will not be required to file a return. Eligible taxpayers who filed tax returns for either 2019 or 2018 will automatically receive an economic impact payment of up to $1,200 for individuals or $2,400 for married couples and up to $500 for each qualifying child. How will the IRS know where to send my payment? The vast majority of people do not need to take any action. The IRS will calculate and automatically send the economic impact payment to those eligible. For people who have already filed their 2019 tax returns, the IRS will use this information to calculate the payment amount. For those who have not yet filed their return for 2019, the IRS will use information from their 2018 tax filing to calculate the payment. The economic impact payment will be deposited directly into the same banking account reflected on the return filed. The IRS does not have my direct deposit information. What can I do? In the coming weeks, Treasury plans to develop a web-based portal for individuals to provide their banking information to the IRS online, so that individuals can receive payments immediately as opposed to checks in the mail. I am not typically required to file a tax return. Can I still receive my payment? Yes. The IRS will use the information on the Form SSA-1099 or Form RRB-1099 to generate Economic Impact Payments to recipients of benefits reflected in the Form SSA-1099 or Form RRB-1099 who are not required to file a tax return and did not file a return for 2018 or 2019. This includes senior citizens, Social Security recipients and railroad retirees who are not otherwise required to file a tax return. Since the IRS would not have information regarding any dependents for these people, each person would receive $1,200 per person, without the additional amount for any dependents at this time. I have a tax filing obligation but have not filed my tax return for 2018 or 2019. Can I still receive an economic impact payment? Yes. The IRS urges anyone with a tax filing obligation who has not yet filed a tax return for 2018 or 2019 to file as soon as they can to receive an economic impact payment. Taxpayers should include direct deposit banking information on the return. I need to file a tax return. How long are the economic impact payments available? For those concerned about visiting a tax professional or local community organization in person to get help with a tax return, these economic impact payments will be available throughout the rest of 2020. Where can I get more information? The IRS will post all key information on IRS.gov/coronavirus as soon as it becomes available. The IRS has a reduced staff in many of its offices but remains committed to helping eligible individuals receive their payments expeditiously. Check for updated information on IRS.gov/coronavirus rather than calling IRS assistors who are helping process 2019 returns.

If you're an eligible educator, you can deductup to $250 ($500 if married filing jointly and both spouses are eligible educators, but not more than $250 each)of unreimbursed trade or business expenses.   Eligible educator. An eligible educator is a kindergarten through grade 12 teacher, instructor, counselor, principal, or aide in school for at least 900 hours during a school year.   Qualified expenses. Qualified expenses include ordinary and necessary expenses paid in connection with books, supplies, equipment (including computer equipment, software, and services), and other materials used in the classroom. An ordinary expense is one that is common and accepted in your educational field. A necessary expense is one that is helpful and appropriate for your profession as an educator. An expense does not have to be required to be considered necessary.   Qualified expenses do not include expenses for homeschooling or for nonathletic supplies for courses in health or physical education. You must reduce your qualified expenses by the following amounts.   Excludable U.S. series EE and I savings bond interest from Form 8815. Nontaxable qualified state tuition program earnings. Nontaxable earnings from Coverdell education savings accounts. Any reimbursements you received for those expenses that were not reported to you on your Form W-2, box 1.       Educator expenses over limit. If you were an educator and you had qualified expenses that you cannot take as an adjustment to gross income, you can deduct the rest as an itemized deduction subject to the 2% limit.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Deduciendo Gastos del Educador

If you were an eligible educator, you may be able to deduct up to $250 of expenses you paid even if you do not itemize your deductions. An eligible educator is a kindergarten through grade 12 teacher, instructor, counselor, principal, or aide in a school for at least 900 hours during a school year. Qualified expenses include ordinary and necessary expenses paid in connection with books, supplies, equipment (including computer equipment, software, and services), and other materials used in the classroom. An ordinary expense is one that is common and accepted in your educational field. A necessary expense is one that is helpful and appropriate for your profession as an educator. An expense does not have to be required to be considered necessary. Qualified expenses DO NOT include expenses for home schooling or for nonathletic supplies for courses in health or physical education. You must reduce your qualified expenses by the following amounts:   Excludable U.S. series EE and I savings bond interest from Form 8815. Nontaxable qualified state tuition program earnings. Nontaxable earnings from Coverdell education savings accounts. Any reimbursements you received for these expenses that were not reported to you in box 1 of your Form W-2.     If you and your spouse are filing jointly and both of you were eligible educators, the maximum deduction is $500 on page 1 of the 1040. However, neither spouse may deduct more than $250 of his or her qualified expenses. If the educator expenses are more than $250 per taxpayer the excess can be deducted on Schedule A.  

This is a record of the EFC Reject Codes.    Reject code 2: Missing entry value Reject Code 3: The e-file did not process properly. No corrections need to be made; simply recreate the e-file and resend. Reject Code 4: The e-file did not process properly. No corrections need to be made; simply recreate the e-file and resend. Reject Code 5: The e-file did not process properly. No corrections need to be made; simply recreate the e-file and resend. Reject Code 6: The primary last name is blank. Please enter the primary last name. Reject Code 7: The company name is blank. Please enter the company name. Reject Code 8: The EFIN on this return does not match the EFIN that we have on file for this Client ID. Login to the Solution Center as ADMIN to view the EFIN on file for this CID. Reject Code 9: Unknown service center Reject Code 10: EFile and extension conflict Reject Code 11: An extension has been previously submitted to the IRS for this TIN. The extension has a status of accepted or pending. If accepted, please do not resubmit. If pending, please wait for an acknowledgement from the IRS. Reject Code 12: A return has been previously submitted to the IRS for this TIN. The return has either an accepted or pending status. If accepted, please do not resubmit. If corrections need to be made, please amend the return. If the return is pending, please wait for an acknowledgement from the IRS. Reject Code 13: A return has been previously submitted to this state for this TIN. The return has either an accepted or pending status. If accepted, please do not resubmit. If corrections need to be made, please amend the return. If the return is pending, please wait for an acknowledgement from the state. Reject Code 14: There is a previously filed bank application for this TIN on file. It is either in an accepted status or pending. If accepted, please do not resubmit. If pending, please wait for an acknowledgement from the bank. Reject Code 15: There are fee(s) on the bank application that do not match the fee(s) submitted on the ERO application. These fees must match. Please make corrections. You can login to the Solution Center as ADMIN to view the correct fees. Reject Code 16: You are currently signed up to do Bank Products, therefore you can not send a Fee Collect Return. Please remove the Fee Collect application from this return. Reject Code 17: Bank application contains invalid data. Please verify all information on the bank application. Reject Code 18: Foreign phone number contains invalid data. Please verify that the foreign phone number is correct. Reject Code 20: You must be approved to offer bank related Audit Shield before submitting a bank related Audit Shield application. Wait for that approval, then recreate the efile and send or remove the Audit Shield application from the return, create a new efile, and resend now. Reject Code 21: Client not approved to sell Audit Shield. Please remove the Audit Shield application from the return and resubmit. Reject Code 22: Missing disclosure for sharing return information with bank. Please update Consent to Use an Disclose Bank information and resubmit e-file. Reject Code 23: Missing disclosure for sharing return information with Audit Shield. Please update Consent to Use and Disclose Audit Shield information and re-submit e-file. Reject Code 24: Missing disclosure for sharing return information with regional office Reject Code 25: Missing fee collection disclosure Reject Code 26: One or more pages of a multiple-page schedule or form are missing. (See exceptions, below.) 1. Page 2 may be present without Page 1 (and vice-versa) for the following forms or schedules: Schedule E Form 4684 Form 4797 Form 8283 Form 8824 Form 8853 2. Page 2 of the following forms and schedules need not be transmitted if there are no entries on that page: Schedule C Schedule C (5713) Schedule D Schedule F Schedule H Schedule O (5471) Schedule 2 Form 2441 Form 4562 Form 5329 Form 6251 Form 8275 Form 8275-R Form 8582-CR Form 8606 Form 8621 Form 8697 Form 8801 Form 8839 Form 8915 3. Pages 2,3 and 4 are optional for Form 2210, but neither Page 2, 3 or 4 can be present without Page 1. 4. Pages 2 and 3 are optional for Form 8582, but neither Page 2 nor Page 3 can be present without Page 1. 5. Page 4 of Form 4136 may be present without Pages 1, 2, or 3 but if Pages 1, 2 or 3 are present, Page 4 must be included. 6. For the following forms, Page 1 must be present, but Pages 2-4 need not be transmitted if there are no Reject Code 27: On the Optional Statement Records (identified by an asterisk (*) in Part II Record Layouts), any Statement Reference number ('STM' plus the statement number) occurring within the tax return must have a corresponding Statement Record. Reject Code 28: See Publication 1345A Filing Season Supplement for Authorized e-file Providers, Part III - Error Reject Codes for details. Reject Code 29: This efile was created before downloading the latest program update. Please download all the latest updates, recreate the efile, and resend. Reject Code 30: On the Tax Return Record Identification Page 1, the Declaration Control Number (DCN) must be numeric and 14 bytes long. The first two digits of the Declaration Control Number (DCN) must be zeros (“00”). The last digit must equal the last digit of the filing year; for example, tax year 2011 is filing year 2012, so the value expected would be “2”. Reject Code 31: Only one Form 1040/A/EZ is allowed per return. Please discard both 1040 forms, and then re-add the desired form. Reject Code 32: Only one Form 1040/A/EZ is allowed per return. Please discard both 1040 forms, and then re-add the desired form. Reject Code 33: State Information is incomplete. Please download the latest 1099-MISC. Recreate the e-file and transmit again. Reject Code 34: If a state has a RTN or DAN or checking account indicator or savings account indicator present, then both the RTN and DAN must be present, and also either the checking or savings account indicator must be present. Reject Code 35: Because the Federal return was rejected, this corresponding piggyback state has also been rejected. Reject Code 36: This efile was created before downloading the latest program or form update. Please download all the latest updates, recreate the efile, and resend. Reject Code 37: The return was received after the final cutoff date for transmissions. This return must be filed on paper. Reject Code 38: This efile was created before downloading the latest program or form update. Please download all the latest updates, recreate the efile, and resend. Reject Code 39: There are invalid characters in this e-file.This problem can occur when your computer's Regional Settings are set to anything other than English (United States), or you are running a foreign (e.g., Arabic) version of Microsoft Windows. Reject Code 40: The direct deposit account information in this return does not match the bank from which you are requesting a bank product. Reject Code 41: The return was changed after the e-file was created. The e-file was rejected to ensure that you would re-create the e-file and incorporate the changes before you transmit it. Reject Code 42: Support for e-filing corrected 1099s will be released in a later version. Once this update has been released please install that update and re-efile this return. Reject Code 43: Every 1099-DIV record that has an amount in box 1b Qualified Dividends must also have a nonzero amount in box 1a Total Ordinary Dividends. Reject Code 44: The Loan application was received after the cut-off date determined by the bank. Only non-loan products are still allowed (ERC's). Reject Code 45: The e-file was rejected because the IRAL application was rejected. Please correct the IRAL application or remove from the return before resubmitting the e-file. Reject Code 46: The data provided failed validation. Please see custom description for more information. Reject Code 47: This return appears to be invalid, and is being reviewed by Customer Service. You will be contacted by a Customer Service representative to address the error shortly. Reject Code 48: This return appears to be invalid, and is being reviewed by Customer Service. You will be contacted by a Customer Service representative to address the error shortly. Reject Code 49: This type of efile is not currently being accepted by the EFC. Please resubmit once the EFC has begun accepting these types of efiles. Reject Code 50: You must be approved to offer Fee Colle

On the WI 2K-1 page 1 there is a field for Beneficiary's State of Resident. Part II 3rd section. Once that is entered the error is cleared.

This rejection occurs when your EFIN has not been activated at the IRS Service Center for e-filing these types of returns. To resolve this problem, contact the IRS Andover Service Center to have your EFIN activated for e-filing business returns.

Is the Main Info Sheet completely filled out with the EIC box in the dependent information section marked with an X? Is the correct birth date entered for the child, and is the relationship a qualified relationship (see the 1040 instructions)? Read the questions at the top of the EIC worksheet. Check Questions 11-17. These questions calculate for you. The information on each question tells you if you can continue with the next question. If the taxpayer does not have qualifying children, make sure that you correctly entered the birth date on the Main Info Sheet and that the taxpayer is over age 25, but under age 65. Does the taxpayer, spouse and/or qualifying children have valid social security numbers? If any of them have an ITIN they do not qualify for EIC. Is the question at the top of the Schedule EIC Form marked If the taxpayer seems to qualify for EIC, but does not, check here for "No". If this box is marked EIC will not calculate.  

Generally, if you were age 65 or older or disabled and your income and nontaxable social security and other nontaxable pension are below specified amounts, you may be able to take this credit. For more details, refer to Tax Topic 603, Credit for the Elderly or the Disabled, or Publication 524, Credit for the Elderly or the Disabled. Be sure to enter the dates of birth on the Main Information Sheet. Enter the Social Security income on 1040 Worksheet 1, or the pension income on Form 1099-R. Sure-Fire will load a Schedule R if the Taxpayer and/or Spouse meet the age and/or income requirements for this credit. If you under age 65, disabled and receiving a pension, be sure to enter the correct code in box 7 on the 1099-R and mark the box below box 7 "Check if disability and the taxpayer is disabled". The Schedule R will calculate for you if the Taxpayer and/or Spouse qualify for this credit.  

Some examples of Box 14 information and correct codes to use for electronic filing are listed below. In some instances, an employer may have erroneously reported amounts in Box 12 that should have been reported in Box 14. If the amounts reported on the electronically-filed Form W-2 and Form IT-201 disagree, the processing of the return will be delayed and may cause the return to be rejected. Preparers must enter Public Employee 414(h) Retirement Contributions and New York City IRC125 Flexible Benefits Program amounts correctly using the assigned codes. CODES FOR ELECTRONIC FILING OF RETIREMENT CONTRIBUTIONS AND FLEXIBLE BENEFITS 414HSUB 414(h) -Retirement contributions made by:   (1) a Tier 3 or Tier 4 member of the New York State and Local Retirement Systems, which include the New York State Employees' Retirement System and the New York State Police and Fire Retirement System or (2) a Tier 3 or Tier 4 member of the New York State Teachers' Retirement System or (3) an employee of the State or City University of New York who belongs to the Optional Retirement Program or (4) any tier member of the New York City Employees' Retirement System; the New York Teachers' Retirement System; the New York City Board of Education Retirement System; the New York City Police Pension Fund or the New York City Fire Department Pension Fund. (5) Members of the Manhattan and Bronx Surface Transit Operating Authority (MABSTOA) Pension Fund.   IRC125- Amounts deducted or deferred from your salary under a flexible benefits program established by the City of New York or certain other New York City employers such as:   (1) City University of New York (2) New York City Health and Hospitals Corporation (3) New York City Transit Authority (4) New York City Housing Authority (5) New York City Off-Track Betting Corporation ( 6) New York City Board of Education (7) New York City School Construction Authority (8) New York City Rehabilitation Mortgage Insurance Corporation (9) Manhattan and Bronx Surface Transit Operating Authority (10) Staten Island Rapid Transit Authority   IRC125N IRC125- New York City Flexible Benefits NOT SUBJECT to New York state tax.

Some examples of Box 14 information and correct codes to use for electronic filing are listed below. In some instances, an employer may have erroneously reported amounts in Box 12 that should have been reported in Box 14.   If the amounts reported on the electronically filed Form W-2 and Form IT-201 disagree, the processing of the return will be delayed and may cause the return to be rejected. Preparers must enter Public Employee 414(h) Retirement Contributions and New York City IRC125 Flexible Benefits Program amounts correctly using the assigned codes.   CODES FOR ELECTRONIC FILING OF RETIREMENT CONTRIBUTIONS AND FLEXIBLE BENEFITS   414HSUB 414(h) -Retirement contributions made by:   (1) a member of the New York State and Local Retirement Systems, which include the New York State Employees' Retirement System and the New York State Police and Fire Retirement System or   (2) a member of the New York state Teachers' Retirement System or   (3) an employee of the State or City University of New York who belongs to the Optional Retirement Program or   (4) a member of the New York City Employees' Retirement System; the New York Teachers' Retirement System; the New York City Board of Education Retirement System; the New York City Police Pension Fund or the New York City Fire Department Pension Fund.   (5) a member of the Manhattan and Bronx Surface Transit Operating Authority (MABSTOA) Pension Fund.   IRC125S- Amounts deducted or deferred from your salary under a flexible benefits program established by the City of New York or certain other New York City employers such as:   (1) City University of New York   (2) New York City Health and Hospitals Corporation   (3) New York City Transit Authority   (4) New York City Housing Authority   (5) New York City Off-Track Betting Corporation   6) New York City Board of Education   (7) New York City School Construction Authority   (8) New York City Rehabilitation Mortgage Insurance Corporation   (9) Manhattan and Bronx Surface Transit Operating Authority   (10) Staten Island Rapid Transit Authority   IRC125N IRC125- New York City Flexible Benefits NOT SUBJECT to New York state tax.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Ingresar informacin 414H e IRC125 en las declaraciones del estado de NY

From the line on the return to which the amortization should be linked, link to a Form 4562 or you can use the Link Depr Wkst tax at the top of the form. On line 6a, link to a depreciation worksheet. Complete lines 1a through line 1e. On line 3 (Method), enter AMORTIZ (you may press the spacebar for a picklist) as the method so that Sure-Fire will know that this asset is being amortized instead of depreciated. If this is the first year of amortization, enter the appropriate amortization code beside line 3. These codes can be found in F1 help for the depreciation worksheet.Note:If there is prior year amortization, you do not need to enter the code but will need to enter any amortization from prior years on line 7.If you want to amortize points for a home link from Schedule A, line 12 to the asset worksheet

From the line on the return to which the amortization should be linked, link to a Form 4562 or you can use the Link Depr Wkst buttonon the ribbon toolbar.On line 6a, link to a depreciation worksheet, NEW Asset WKT - Depreciation and Amortization Worksheet. Complete lines 1a through line 1e. On line 3 (Method), enter AMORTIZ (you may press the spacebar for a picklist) as the method so that SureFire will know that this asset is being amortized instead of depreciated. If this is the first year of amortization, enter the appropriate amortization code beside line 3. These codes can be found in F1 help for the depreciation worksheet.   Note:   If there is prior year amortization, you do not need to enter the code but will need to enter any amortization from prior years on line 7. If you want to amortize points for a home link from Schedule A, line 12 to the asset worksheet           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Ingresando amortizacin en una declaracin de impuestos

If you are preparing a tax return for a Canadian resident, the address should be entered entirely on the Foreign Address line of the Main Info Form.   For example, you might enter Ontario, CA #####, and leave the City, St, and ZIP fields blank. On the Canadian W-2, enter as much as possible in the City field, a period(.) in the State field, and press F3 in the ZIP field. Abbreviate information as needed to allow it to fit in the City field.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Introduccin de direcciones Canadienses en SureFire

To enter a capital gain distribution, go to the Line 5a of Schedule B and link (F9) to the Dividend Income worksheet. Enter the Capital Gain Distribution information here, along with all dividend income. The program will carry this information throughout the entire return.   The total distribution amount is transferred to Schedule D and Form 1040. Any 1250 gains or 5-year gains are part of the total capital gain and are included in the capital gain. If these are entered, they will go to the Schedule D, page 2, as needed.   Do not enter capital gain distributions directly on Line 13 of Form 1040, or the IRS will reject the return. Always enter the capital gain distributions on the Schedule B Dividend worksheet. If Schedule D is not required, Sure-Fire will calculate this accordingly.

To enter a capital gain distribution, go to the Line 5a of Schedule B and link (F9) to the Dividend Income statement. Enter the Capital Gain Distribution information here, along with all dividend income. The program will carry this information throughout the entire return.   The total distribution amount is transferred to Schedule D and Form 1040. Any 1250 gains are part of the total capital gain and are included in the capital gain. If these are entered, they will go to the Schedule D, page 2, as needed.   Do not enter capital gain distributions directly on Line 13 of Form 1040, or the IRS will reject the return. Always enter the capital gain distributions on the Schedule B Dividend statement. If Schedule D is not required, SureFire will calculate this accordingly.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Ingresando distribuciones de ganancias de capital

Start at the depreciation line on the form that you wish the depreciation to carry to (for example: if you need the depreciation to carry to the Schedule C, start at line 13 of the Schedule C). There is a "link depreciation worksheet button at the top of the form that will link you to the asset worksheet.   On this line, link (F9) to a NEW 4562, Depreciation Page 1. On the new 4562, go to line 6a (description) and link to a new Depreciation Worksheet. Enter the item to be depreciated on the worksheet.   Complete a separate Depreciation Worksheet for each asset. You can get additional information on completing the depreciation worksheet using F1 help.

Use Name Line 2 only in the following situations: If you are entering an "in care of" name, enter the percent sign (%) followed by a space and the "in care of" name. Do not use any other punctuation in the entry. If the taxpayer or spouse died in the year for which the tax return is being filed or the current year, enter the percent sign followed by a space, then the name of the person filing the return for the deceased person. This may be the surviving spouse if the filing status is married filing jointly, a personal representative such as an executor, administrator, or anyone who is in charge of the deceased taxpayer's property. If using Form 1310, the 'Name of Claimant' must match exactly as the name entered on Name Line 2 (without the percent-sign and space). Do not enter a percent sign (%) on Form 1310.   In another section of the Main Information Sheet you will enter the date the taxpayer or spouse died. If neither situation above applies, leave Name Line 2 blank. Note: The maximum number of characters for this line is 35, including spaces.  

Use Name Line 2 only in the following situations:   If you are entering an "in care of"" name

The IRS considers a child (or other dependent, such as a parent) who was born or died during the year and who meets all other dependency tests to have lived in the home for the full 12 months, regardless of how long that dependent was alive during the year. Enter all information as you normally would, including 12 for the number of months in home.If the child was born and died during the year, and the parents did not have the opportunity to get a Social Security Number for the child, you will not be able to electronically file the return. You need to override to enter credits for the child such as the Child Tax Credit or EIC.One way to do this is to enter a false Social Security Number on the Main Information Sheet, so the credits will be calculated. Override the entries on Form 1040, Schedule EIC, Form 8812, and other forms to lock in the amounts, and then take the SSN off of the Main Information Sheet. Once you print the return, attach a copy of the child's birth certificate to it, write DIED in the space for the Social Security Number, and then mail the return to the IRS.Note: A dependent child must have been born alive to qualify for an exemption.  The IRS does not allow an exemption for a stillborn child. See IRS Publications 17 or 501 for more information on dependent exemptions.

The IRS considers a child (or other dependent, such as a parent) who was born or died during the year and who meets all other dependency tests to have lived in the home for the full 12 months, regardless of how long that dependent was alive during the year. Enter all information as you normally would, including 12 for the number of months in home.   If the child was born and died during the year, and the parents did not have the opportunity to get a Social Security Number for the child, you will not be able to electronically file the return. You need to override to enter credits for the child such as the Child Tax Credit or EIC.   One way to do this is to enter a false Social Security Number on the Main Information Sheet, so the credits will be calculated. Override the entries on Form 1040, Schedule EIC, Form 8812, and other forms to lock in the amounts, and then take the SSN off of the Main Information Sheet. Once you print the return, attach a copy of the child's birth certificate to it, write DIED in the space for the Social Security Number, and then mail the return to the IRS.   Note: A dependent child must have been born alive to qualify for an exemption.The IRS does not allow an exemption for a stillborn child. See IRS Publications 17 or 501 for more information on dependent exemptions.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Ingresando informacin de dependientes fallecidos.

The 1099-INT is an interest statement, and the 1099-DIV is a dividend statement. These are both reported on the Schedule B. There is an Interest Statement and a Dividend Statement which you can link to from line 1b (for interest) or 5a (for dividends) of the Schedule B by pressing F9. Use these statements if there are more than six items of interest income or more than 10 items of dividend income, or if you need a worksheet to enable Sure-Fire to correctly handle interest or dividend income, regardless of the number of items. If you use the statement, make all entries on the statement.   Below is information on how to use the columns (these are for interest, but some apply to both interest and dividend statements. Information on dividend only columns is below.):   Payer (interest and dividend statements) - Type the name of the Payer.   Amount - Type the total amount of interest paid.   TSJ (interest and dividends)- If you need to split income between taxpayer and spouse on the state return or to compare married filing joint vs married filing separate, use this column. Type "T" if the interest is owned by the primary taxpayer; type "S" if owned by the spouse; type "J" if owned jointly. The amounts entered as "J" (joint) will be split at 50% for the taxpayer and the spouse.   +/- and St Adj (interest and dividends)- These columns affect the state return only. If the interest is taxable on both the U.S. and state returns, leave the +/- and St Adj columns blank. Use these columns only if the interest must be handled differently on the state return than on the Federal return. Some states require a letter instead of the +/- so be sure and check the state instructions.     The use of these columns will vary from state to state. To determine exactly how to use these columns, look at the on-line instructions for the state involved. Press F1 while a state form is visible on your screen to see on-line state instructions.   NAEOB (interest only)- This column affects the Federal return only. Each letter stands for a different possible adjustment to interest income. Type the correct letter in this column (N, A, E, O or B)if applicable. If you are unfamiliar with these adjustments, consult a tax reference such as IRS Publication 17.   N = Nominee Distribution A = Accrued Interest E = Tax Exempt O = OID Adjustment (Original Issue Discount) B = ABP Adjustment. (Amortized Bond Premium)     NAEOB Amount (interest only) - Enter the amount of interest which qualifies for A, O, or B designation, even if it is the same as the amount entered in the Amount column. The amount will be carried to the correct entry on Schedule B.   Early Penalty (interest only)- If Form 1099-INT shows a penalty for early withdrawal, enter that amount in this column. Sure-Fire will carry the amount to Form 1040, page 1, as an adjustment to income.   Fed With (interest and dividends)- If Form 1099-INT shows Federal withholding, enter that amount in this column. Sure-Fire will add that amount to other withholding and carry the total to the correct line on Form 1040, page 2.   INTEREST or DIVIDEND INCOME TAXABLE ON STATE RETURN, BUT NOT TAXABLE ON FEDERAL RETURN   For interest or dividend income that is exempt (not taxable) on the Federal return, but taxable on the state return, follow these steps:   Complete the Payer and Amount columns. Type + in the +/- column. Some states require a letter instead of the +/- so be sure and check the state instructions. Type the taxable amount in the St Adj column. If all the interest on this line is taxable to the state, type in the full amount. Type E in the NAEOB column. Sure-Fire will include the interest as taxable on the state return, but exclude it from taxation on the Federal return. If the interest is taxable on the Federal return, but not on the state return, Type a - in the +/- column, and type the state exempt amount in the St Adj column. Sure-Fire will include the interest/dividends as taxable on the Federal return, but exclude it on the state return. Some states require a letter instead of the +/- so be sure and check the state instructions.     DIVIDENDS ONLY Some dividend income is Nominee (type N in the N column for Nominee);   Capital gain - Enter your capital gains reported on Form 1099-DIV (amount entered here carries to Schedule D);   N - This column affects the Federal return only. If the taxpayer received the dividends on this line as a nominee (that is, in the taxpayer's name but the dividends actually belong to someone else), type the letter N in this box. These dividends are not taxable to the nominee.     1250 gain or 5 year gain - Enter capital gains taxed at 1250 or 5-year gains on 1099-DIV This is a PART of the total capital gain(carries to Schedule D);   Exempt Int Div. - Enter the amount of exempt dividend interest reported on Form 1099-DIV.   Totals from the statement will flow to the correct lines on Schedule B. Totals from Schedule B will flow to Form 1040, 1040A or 1040EZ.   ADDITIONAL FEATURES ON SCHEDULE B AND SCHEDULE B STATEMENT   - To insert a blank line in the Payer/Amount list on Schedule B or the Schedule B statement, press Alt+Insert or Right-click on blank line press insert row. The blank line will be inserted above the line on which the cursor was located. The following lines will move down.   - To delete a line, press Alt+Delete or Right-click on line you want to delete press delete row. The line on which the cursor was located will be deleted and the following lines will move up.   - To sort the list of items in ascending order (e.g., A to Z, 1 to 9, etc.), press Alt+F9.   - To sort the list of items in descending order (e.g., Z to A, 9 to 1, etc.), press Alt+F10.   The sort will be based on the column in which the cursor is located when you press the sort command. For example, if the cursor is in the Payer column, the items will be sorted alphabetically by Payer's name. If the cursor is in the Amount column, the items will be sorted numerically by amount.

The 1099-INT is an interest statement, and the 1099-DIV is a dividend statement. These are both reported on the Schedule B. There is an Interest Statement and a Dividend Statement which you can link to from line 1b (for interest) or 5a (for dividends) of the Schedule B by pressing F9. Use these statements if there are more than six items of interest income or more than 10 items of dividend income, or if you need a worksheet to enable SureFire to correctly handle interest or dividend income, regardless of the number of items. If you use the statement, make all entries on the statement.   Below is information on how to use the columns (these are for interest, but some apply to both interest and dividend statements. Information on dividend only columns is below.):   Payer (interest and dividend statements) - Type the name of the Payer.   Box 1 or 3 amount- Type the total amount of interest paid.   TSJ (interest and dividends)- If you need to split income between taxpayer and spouse on the state return or to compare married filing joint vs married filing separate, use this column. Type "T"" if the interest is owned by the primary taxpayer; type ""S"" if owned by the spouse; type ""J"" if owned jointly. The amounts entered as ""J"" (joint) will be split at 50% for the taxpayer and the spouse.   State adjust +/- Amount(interest and dividends)- These columns affect the state return only. If the interest is taxable on both the U.S. and state returns

ou must mark this form either Business or Individual. If you mark the Individual box, you must enter either T for the taxpayer, S for the spouse, or J for a joint return. Information is then carried over from the Main Information Sheet. Name, Address, SSN: These lines are filled out by Sure-Fire using information from the Main Information Sheet. If you need to change this information at any time, do so on Main Info. Indicate the city and state where the IRS District Director is located. Enter the due date of the return and the date to which you want to extend it. You must also provide an explanation of why making a timely payment would cause undue hardship. For further details of undue hardship, press Shift+F1 to read the IRS instructions. You may use a blank form if more room is needed for explanation.

Page 1 You must mark this form as either Business or Individual. If you select the Individual checkbox, you must enter either T for the taxpayer, S for the spouse or J for a joint return. Information carries over from the Main Information Sheet. Fill in all the applicable lines. Line 2 - Part I - Calculates from the bottom of page 2. If you are making a payment with Form 2290, fill out Form 2290-V, Payment Voucher, at the bottom of page 1. Even if you elect to pay the tax in installments, you must use Form 2290-V for your first installment payment due when you file Form 2290. Page 2 Tax computation: Use column (a) for listing amounts for vehicles that are not used for logging or are Canadian/Mexican. Use column (b) for logging vehicles. Fill in all the applicable lines. The bottom of this page carries to page 1, line 2. If you are making a payment with Form 2290, fill out Form 2290-V, Payment Voucher, at the bottom of page 1. Even if you elect to pay the tax in installments, you must use Form 2290-V for your first installment payment due when you file Form 2290. Page 3 You must list every vehicle on this form. Be sure to list vehicles for which tax is suspended on Part II of Schedule 1. You may open additional copies of this page by pressing SHIFT+F10. If you are making a payment with Form 2290, fill out Form 2290-V, Payment Voucher, at the bottom of page 1. Even if you elect to pay the tax in installments, you must use Form 2290-V for your first installment payment due when you file Form 2290. Page 4 Consent to Disclosure of Tax Information Enter the name and EIN.  

Page 1 You must mark this form either Business or Individual. If you select the Individual check box, you must enter either T for the taxpayer, S for the spouse, or J for a joint return. Information is then carried over from the Main Information Sheet. Note: Form 2848 is not honored for any purpose other than representation before the IRS. Line 2 Only the first three representatives you list are entered on the Centralized Authorization File (CAF). All representatives must sign and date this form on page 2, Part II. Line 4 Select the checkbox on this line if the power of attorney is for a specific use not recorded on CAF. You may duplicate this form by pressing Shift+F10. Page 2 Complete all applicable information. See the IRS instructions for Form 2848 for more information.

Page 1   You must mark this form either business or individual. If you mark the individual box, you must enter T for the taxpayer, S for the spouse, or J for a joint return. Information will carry over from the Main Information Sheet. Fill in the applicable lines.   Page 2   This page is used for certification for business returns only.

Page 1   You must mark either T for taxpayer, S for spouse, or J for a joint return. Information is then carried over from the Main Information Sheet. Fill in the applicable lines. If the box at the top of the form is highlighted, the name or address from the Main Information Sheet has been shortened because there is not enough space on the form to print all the information. Select the check box if changes are needed to make the name/address valid and make the necessary changes. If no changes are needed, press F3 on the entries to turn off the red. Copy this form using SHIFT+F10, if needed.   Page 2   Fill in the applicable lines. By pressing F9 where indicated, you may link to the appropriate statement needed to list information. For line 13, current value, enter the amount you could sell the asset for today. Copy this form using SHIFT+F10, if needed.   Page 3   Fill in the applicable lines. Line 18 – Press F9 on the Name column for an additional statement.   Page 4   Fill in the applicable lines. Line 19 – Press F9 on the Year column for additional statement. Line 20 – Press F9 on the Street Address column for additional statement. Press F9 on any amount entry for a scratch pad.   Page 5   Line 23 – Press F9 on the Name column for additional statement.   Page 6   Fill in the applicable lines.

Page 1   The Name and Address on the Main Info sheet have been shortened on this form due to printing requirements. Select the check box at the top of the form to make changes, or press F3 on the entries if no changes are necessary. Line 6 – Press F9 on the Name column for an additional statement. Fill in the applicable lines.   Page 2   Fill in the applicable lines. Line 8 – Press F9 on the Year column for an additional statement. Line 9 – Press F9 on the Year column for an additional statement.   Page 3   Fill in the applicable lines. Line 10 – Press F9 on the Street Address column for an additional statement. Line 11 – Press F9 on the Description column under Machinery, Equipment or Other for an additional statement. Line 12 – Press F9 on the Name column for an additional statement. In the Current Value column, indicate the amount you could sell the asset for today.   Page 4   Fill in the applicable lines. Line 13 – Press F9 on the Name column, under Checking Accounts or Savings Accounts, for an additional statement. Line 14 – Press F9 on the Type column for an additional statement. Line 16 – Press F9 on the Name of Credit Institution column for an additional statement.   Page 5   Fill in all applicable lines.   Page 6   Fill in the applicable lines. Press F9 in the Name column for an additional statement.

Once you have done this, information is then carried to Form 4810 from the Main Information Sheet. Fill in the applicable lines to complete Form 4810.

You must mark this form either Business or Individual. If you mark the Individual box, you must enter either T for the taxpayer, S for the spouse, or J for a joint return. Information is then carried over from the Main Information Sheet. Fill in the applicable lines.

PAGE 1 You must mark this form as either Business or Individual. If you select the Individual checkbox, you must enter either T for the taxpayer, S for the spouse, or J for a joint return. Information carries over from the Main Information Sheet. Read each item and select the appropriate checkboxes. See the IRS instructions for Form 656 for more information. PAGE 2 Complete all applicable information. See the IRS instructions for Form 656 for more information.   PAGE 3 Section VI: Explanation of Circumstances - Enter the reasons you are requesting an offer in compromise. Section VII: Source of Funds - Enter the sources of funds that shall be obtained to make the offer in compromise.   PAGE 4 Section IX: Application Prepared by Someone Other Than the Taxpayer - Enter the name and address of the person who prepared the application. Section XI: Third-Party Designee - Select the applicable checkbox to indicate if you want another person to discuss this offer with IRS. If you check Yes, enter the name and phone number of that person.  

You must mark this form either Business or Individual. If you mark the Individual box, you must enter T for taxpayer, S for spouse, or J for a joint return. Information is carried over from the Main Information Sheet. Read each item and mark the appropriate boxes. Explain any additional claims at the bottom of the form.  

Use Form 843 to claim a refund or request an abatement of certain taxes, interest, penalties, and additions to tax.   You must indicate this form as either Business or Individual. If you select the Individual check box, you must enter either T for taxpayer, S for Spouse or J for a Joint return. Information will carry over from the Main Information Sheet.   Read each item and select the appropriate check boxes. Explain any additional claims at the bottom of the form.   Explain in detail your reasons for filing this claim and show your computation for the credit, refund, or abatement.

Form 8821, Tax Information Authorization You must select this form either Business or Individual. If you select the Individual box, you must enter either T for the taxpayer, S for the spouse, or J for a joint return. Information is then carried over from the Main Information Sheet. Fill in all applicable lines. Line 4- If you select this box, skip lines 5 and 6.    

Page 1   The IRS must have your permission to use your name. If you object to your name being used, the IRS cannot act on your request and a determination will not be issued. All items on this form must be answered. You may answer "Unknown" or "Does not apply" where applicable.   Pages 2 and 3   Answer all questions as completely as possible.  

You must select this form either business or individual. If you select the individual box, you must enter T for the taxpayer, S for the spouse, or J for a joint return. Information is carried over from the Main Information Sheet. Fill in all applicable entries. Press SHIFT+F10 to duplicate this form.

You must select either business or individual at the top of this form. If you select the individual box, you must enter T for taxpayer, S for spouse, or J for a joint return. Information is carried over from the Main Information Sheet.   Fill in all applicable entries.   Press SHIFT+F10 to duplicate this form.     Additional Information:   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Como ingresar la informacin en el Formulario W-9 en el paquete Miscelneo?

You can duplicate both of these statements if you need additional space. The interest statement columns are:   Enter the payer and amount in the appropriate column. + or - and State adjustment: These columns should be used if the state taxes interest differently from the IRS. Enter a "+" and the amount of interest to add to the state, or enter a "-" and the amount of interest to subtract from the state return. For instance, if the interest is exempt from tax by the IRS (Federal), but the state taxes it, enter a "+" and that amount. U.S. Exempt: Mark this box if the interest is nontaxable by the Federal government. Withdrawal penalty: If there is a withdrawal penalty on the interest, enter the amount of the penalty here. Federal Withholding: Enter the amount of any Federal withholding here.  

SureFire calculates the basis of the new asset if the box is selected to elect out of the regulations listed under TD 9115. A new Depreciation worksheet should be created to record the basis of the new asset. For additional information, see the IRS instructions for Form 8824 (http://www.irs.gov/pub/irs-pdf/f8824.pdf) or T.D. 9115 - Depreciation of MACRS Property That is Acquired in a Like-kind Exchange or As a Result of an Involuntary Conversion.

SureFire calculates the basis of the new asset if the box is selected to elect out of the regulations listed under T.D. 9115. A new Depreciation worksheet should be created to record the basis of the new asset.   For additional information, see the IRS instructions forForm 8824 or T.D. 9115 - Depreciation of MACRS Property That is Acquired in a Like-kind Exchange or As a Result of an Involuntary Conversion.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Ingresando intercambios similares (Like-Kind Exchanges) en SureFire

To enter more than four states on a W-2   Enter the first four states on the W-2. Select the Copy W2 tab. Enter the remaining states on this W-2 copy. Enter at least $1 in the Wages box to allow e-filing

If the return includes six or fewer interest income items, all taxable to Federal and state, enter them on lines 1A-1F. If there are more than six items, or if you need a worksheet, enter ALL items on the Additional Interest Income statement, which you can access by pressing F9 on any line in this section. You should use the statement if:   there are more than six payers; you need to make adjustments for interest income treated differently by the state; you want to designate ownership to Taxpayer (T), Spouse (S), or Joint (J); some interest is Nominee (N), Tax Exempt (E), Accrued (A), OID Adjustment (O) or ABP Adjustment (B); there are penalties or withholding on the interest income.     If you are preparing a state return, you should consult the instructions for the particular state before using the Interest Income statement. Tip: If needed, you can duplicate the statement for additional entries, by pressing SHIFT+F10. Totals from the statement will flow to the correct lines on Schedule B. Totals from Schedule B will flow to Form 1040, 1040A or 1040EZ.  

Enter the amount of income the taxpayer is excluding on the Main Information Sheet, in the Taxpayer Information section of the form. Do not enter this income on Form 1040. Sure-Fire will use the amount of the exclusion entered on the Main Information Sheet to reduce the standard deduction and certain credits according to IRS instructions. For more information on excluding Puerto Rico income, see IRS Publication 570, Tax Guide for Individuals with Income from U.S. Possessions and IRS Publication 1321, Special Instructions for Bona Fide Residents of Puerto Rico who Must File a U.S. Individual Income Tax Return.  

SureFire does not have a Form SSA 1099, to report this information you go to 1040 pg 1 line 6a, and link (hit f9) to 1040 wkt 1.

The Name, Phone Number, and PIN fields are required for electronically filed returns. However, if you are filing a paper return and you do not want to enter this information, you can enter Preparer as the Designee's name and leave the other two fields blank. Note: You will need to press F3 in those fields to take the red out. You should do this only for returns that are to be paper filed. You will not be able to electronically file the return without this information.   Tip: If you do not electronically file the returns, you can set up these changes in tax form defaults.  

Due to e-file regulations, the date field on the NOL carryover worksheet changed from a four-digit year field (YYYY) to a month and year field (MM/YYYY).   Also, no punctuation is allowed in this or other similar fields of returns that will be e-filed.     ClickOKin this message box, and then replace the four-digit year shown in theReview Entrybox with the month and year of the end of your client's tax year, such as12/2009for a 2009 calendar-year filer.   Remove any punctuation you may have included in this or other fields.

Use Form 8888 if: You want the IRS to directly deposit your refund (or part of it) to either two or three accounts at a bank or other financial institution (such as a mutual fund, brokerage firm, or credit union) in the United States, or You want to use at least part of your refund to buy up to $5,000 in paper or electronic series I savings bonds.

Complete all the required fields for preparer/ERO information in the prior year then attempt to carryforward the information, if this does not work add the information manually to the 2023 software.

This can occur when you have a blank worksheet in the prior-year return. Open the return in the prior-year program, and delete any blank worksheets before carrying forward your data.

Go to load forms and add the Rep E-signature form to the return and complete it.

You received the following error when transmitting a return. EFIN XXXXXX Not registered (where the X's show your EFIN)."   To fix this issue, do the following:   Open the return. Go to 8879 Form. Remove the EFIN. Press Tab. Re-enter EFIN on 8879. Create the e-file. Transmit the return.

The form 706 is usually available in the current year software sometime in August. The IRS usually release this form later in the year. Please review the 706 in your 2018 software it for decedents dying after December 31. 2018 and may meet your current need. If this 2018 form will not work for your taxpayer, you will need to wait until the form becomes available for 2019 later in the year

The SureFire program includes the 1040ES Form that allows you to fill out Estimated Payments for the next tax season, be they required for previous tax years, or not. If not automatically added to your return, you can navigate to Form>Add Form/Display Form List and search "1040ES" to add it, you will also notice that the viewable form has a payment breakdown at the bottom of the page. These payments that are displayed will also be shown on the four payment vouchers that are added to the return when the 1040ES form is added.                                                                              

Exception Code Description 01 Qualified retirement plan distributions (does not apply to IRAs) you receive after separation from service in or after the year you reach age 55 (age 50 for qualified public safety employees). 02 Distributions made as part of a series of substantially equal periodic payments (made at least annually) for your life (or life expectancy) or the joint lives (or joint life expectancies) of you and your designated beneficiary (if from an employer plan, payments must begin after separation from service). 03 Distributions due to total and permanent disability. 04 Distributions due to death (does not apply to modified endowment contracts). 05 Qualified retirement plan distributions up to the amount you paid for unreimbursed medical expenses during the year minus 10% (or 7.5% if you or your spouse are age 65 or older) of your adjusted gross income for the year. 06 Qualified retirement plan distributions made to an alternate payee under a qualified domestic relations order (does not apply to IRAs). 07 IRA distributions made to unemployed individuals for health insurance premiums. 08 IRA distributions made for higher education expenses. 09 IRA distributions made for purchase of a first home, up to $10,000. 10   Distributions due to an IRS levy on the qualified retirement plan.     11 Qualified distributions to reservists while serving on active duty for at least 180 days. 12 Other (see Other below). Also, enter this code if more than one exception applies.       Other. The following exceptions also apply.   Distributions incorrectly indicated as early distributions by code 1, J, or S in box 7 of Form 1099-R. Include on line 2 the amount you received when you were age 59 or older. Distributions from a section 457 plan, which are not from a rollover from a qualified retirement plan. Distributions from a plan maintained by an employer if: You separated from service by March 1, 1986; As of March 1, 1986, your entire interest was in pay status under a written election that provides a specific schedule for distribution of your entire interest; and The distribution is actually being made under the written election. Distributions that are dividends paid with respect to stock described in section 404(k). Distributions from annuity contracts to the extent that the distributions are allocable to the investment in the contract before August 14, 1982. Phased retirement annuity payments made to Federal employees.       For additional exceptions that apply to annuities, see IRS Publication 575.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cdigos de Excepcin del Impuesto Adicional sobre Distribuciones Anticipadas Forma 5329

See IRS Topic 608   Employer's error - If any one employer withheld too much social security, Tier 1 RRTA tax, or Tier 2 RRTA tax, you can't claim the excess as a credit against your income tax. Your employer should adjust the excess for you. If the employer doesn't adjust the overcollection, you can use Form 843, Claim for Refund and Request for Abatement (PDF) to claim a refund.

If you are filing the form for only 1 filer, then the form can be paper-filed.   If you are filing the form for more than 1 filer, then the IRS requires that you e-file the form. However, we do not currently support e-filing for this form. You can file it online through the FIRE system, which is the preferred method of the IRS.   For more information see About Form 8809 .         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Forma 8809 Extensin

Individual tax returns Jurisdiction Form Name FD Federal Form 4868     Form 2350   MD Maryland MD 502E   NY New York NY IT-370   LA Louisiana LA R-2868       Business tax returns Jurisdiction Type Form Name FD Federal Corporation - 1120 S Corporation - 1120 S Partnership - 1065 Fiduciary - 1041   Form 7004   LA Louisiana Corporation - 1120 S Corporation - 1120 S   LA 620 EXT-V   MA Massachusetts Fiduciary - 1041 Partnership - 1065 Corporation - 1120 Trust   MA 355-7004 MA M-8376   MD Maryland S Corporation - 1120 S Partnership - 1065   MD 510E     Corporation - 1120   MD 500E   NY New York Corporation - 1120 S Corporation - 1120 S   NY CT-5     Partnership - 1065   NY IT-370-PF NY IT-204-LL()     () - New York Form IT-204-LL must be e-filed separately from the extension and the return.   TX Texas Corporation - 1120 S Corporation - 1120 S Partnership - 1065   TX-05-164   You must paper-file extensions for any other jurisdiction, type of return, or extension form not included in these tables.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Formularios de extensin que se pueden presentar electrnicamente en SureFire.

To e-file a state extension 7004 or 4868 that has a yellow lock You will need to go to the state form Mark unlink state from federal Now can e-file state extensions unlink

1040Wkst 9 only holds 10. The SureFire limit is also 10. if the taxpayer has more than 10 - we recommended using the section at the bottom of Worksheet 9 labeled "Other"" to enter the rest.   Also please ensure that 1040 Worksheet 9 has only the 1099's that have federal withholding listed

According to the IRS if the taxpayer is not a resident of the following countries "CA"" or ""IN"" or ""KS"" or ""MX

If CA PIN Type Code [CAPINTypeCode] is equal to 'PractitionerPIN', then Primary Taxpayer Prior Year AGI [PriorYearAGI] and Spouse/RDP Prior Year AGI [PriorYearAGI] must NOT be present.   /CA-Return/CA-ReturnHeader/CAPINTypeCode   Value: CA PIN Type Code is PractitionerPIN. Primary Taxpayer Prior Year AGI is #####. Spouse/RDP Prior Year AGI is #####   (Where ##### will be the actual prior year AGI dollar amount)   Resolution:   Go to the Main Info sheet and and verify the Self Select and Practitioner's PIN method is being used. Then remove the prior year AGI from the CA return.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: "F540/NR/NRS/2EZ-310"" usando SureFire "

Go to Form 8379. Verify if the Part I, Line 9 - "No"". Stop here. Do not file this form. You are not an injured spouse."" check box is selected.   Note: This will stop the Form 8379 from checking off in the Forms Tree. If you think that the Form 8379 should be filed

Form 990 is due on the 15th day of the 5th month following the end of the organization's taxable year. For organizations on a calendar year, the Form 990 is due on May 15th of the following year.

Column (f)Code In order to explain any adjustment to gain or (loss) in column (g), enter the appropriate code(s) in column (f). See How To Complete Form 8949, Columns (f) and (g), later. If more than one code applies, enter all the codes that apply in alphabetical order (for example, BOQ). Don't separate the codes by a space or comma.

If Yes box was checked on 8962 pg 1, line 9, then 8962 pg 2, part 4 or part 5 must be completed.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de archivo electrnico: F8962-313 - If Form 8962, Line 9 'SharePolicyMarriedAltCalcInd' has a choice of "Yes"" indicated

Question: How do I know which state I should pay taxes? Answer: In most states, residents pay tax on the income (from all sources) they received during the calendar year.   Question: Is it the state I work in or the state I live in?Do I have to pay taxes to all states in work in? Answer: You will pay taxes in both states the one you live in (if they tax your income, for example FL and TX do not have a state tax for individuals) and in the state where you work. Your home/live state will you give a credit for taxes paid to other states to help you avoid paying double tax on your income.   Question: What if I am a part year resident or a non resident of the state? Answer:Part-year residents and Non Residents follow each state's rules. Some states separate the income, and tax only their state's income. Or a state may calculate the tax on all of the income as if youwere a resident, and then allocate the tax based on in state sources as a percentage of all sources. Bear in mind as long the there are state taxes, you will be required to pay taxes on the income you earn in the state, whether you are a resident or not, and you will pay taxes on the total income you earned in your home state, even if you did not work in your home state.   How do I get credit for Taxes paid to other States? Tax software has a worksheet for taxes paid to other state. Add this worksheet to your home state.

According to DOL Web site, you must obtain EFAST2 electronic credentials to sign or submit Form 5500, Form 5500EZ or Form 5500-SF, or to prepare a return/report in IFILE. You can get EFAST2 electronic credentials by registering on the EFAST2 Web site.   Note: ALL parties that are required to sign Form 5500 must register and obtain an ID number and PIN from the DOL. If any required electronic signature is missing or in error, the filing will be rejected.   For more information on obtaining EFAST2 electronic credentials, point your Web browser to http://www.efast.dol.gov/welcome.html, and then click the Sign In/Uplink.   For a list of Frequently Asked Questions (FAQ's) on the EFAST2 All-Electronic Filing System, point your Web browser to:http://www.efast.dol.gov/faq/faq_efast.html   For a video tutorial on the procedure for filing these forms, the changes from previous years' forms, and their electronic signature requirements, point your Web browser to:http://www.efast.dol.gov/training/EFAST2%20Tutorial%20Menu.html         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Preguntas y respuestas acerca de e-file formas 5500 y 5500-SF

According to the General Instructions for Forms W-2 and W-3:     Who must file Form W-2   You must file Form(s) W-2 if you have one or more employees to whom you made payments (including noncash payments) for the employees services in your trade or business during the tax year.   Who must file Form W-3   Anyone required to file form W-2 must file form W-3 to transmit Copy A of forms W-2. Make a copy of form W-3, keep it and Copy D (For Employer) of forms W-2 with your records for 4 years. Be sure to use form W-3 for the correct year.   When to file   Mail or electronically file Copy A of form(s) W-2 and form W-3 with the SSA by January 31, 2018. You may owe a penalty for each form W-2 that you file late.   E-filing   The SSA encourages all employers to e-file. E-filing can save you time and effort and helps ensure accuracy. You must e-file if you are required to file 250 or more forms W-2 or W-2c. If you are required to e-file but fail to do so, you may incur a penalty.   For more information about e-filing Forms W-2 or W-2c and a link to the BSO website, visit the SSAs Employer W-2 Filing Instructions Information.     Waiver from e-filing   You can request a waiver from this requirement by filing form 8508, Request for Waiver From Filing Information Returns Electronically. Submit form 8508 to the IRS at least 45 days before the due date of Form W-2, or 45 days before you file your first Form W-2c. See form 8508 for information about filing this form.     Where to file paper Forms W-2 and W-3   File Copy A of Form W-2 with Form W-3 at the following address.   Social Security Administration Direct Operations Center Wilkes-Barre, PA 18769-0001       Box 12Codes   Complete and code this box for all items described below. Note that the codes do not relate to where they should be entered in boxes 12a through 12d on Form W-2. For example, if you are only required to report code D in box 12, you can enter code D and the amount in box 12a of Form W-2. Report in box 12 any items that are listed as codes A through EE. Do not report in box 12 section 414(h)(2) contributions (relating to certain state or local government plans). Instead, use box 14 for these items and any other information that you wish to give to your employee. For example, union dues and uniform payments may be reported in box 14.         Notes:   On Copy A (Form W-2), do not enter more than four items in box 12. If more than four items need to be reported in box 12, use a separate Form W-2 to report the additional items (but enter no more than four items on each Copy A (Form W-2)). On all other copies of Form W-2 (Copies B, C, etc.), you may enter more than four items in box 12 when using an approved substitute. Use the IRS code designated below for the item you are entering, followed by the dollar amount for that item. Even if only one item is entered, you must use the IRS code designated for that item. Enter the code using a capital letter(s). Use decimal points but not dollar signs or commas.       A Uncollected social security or RRTA tax on tips K 20% excise tax on excess golden parachute payments V Income from exercise of nonstatutory stock option(s) B Uncollected Medicare tax on tips (but not Additional Medicare Tax) L Substantiated employee business expense reimbursements W Employer contributions (including employee contributions through a cafeteria plan) to an employee's health savings account (HSA) C Taxable cost of group-term life insurance over $50,000 M Uncollected social security or RRTA tax on taxable cost of group-term life insurance over $50,000 (former employees only) Y Deferrals under a section 409A nonqualified deferred compensation plan D Elective deferrals under a section 401(k) cash Or deferred arrangement plan (including a SIMPLE 401(k) arrangement) N Uncollected Medicare tax on taxable cost of group-term life insurance over $50,000 (but not Additional Medicare Tax) (former employees only) Z Income under a nonqualified deferred compensation plan that fails to satisfy section 409A E Elective deferrals under a section 403(b) salary reduction agreement P Excludable moving expense reimbursements paid directly to employee AA Designated Roth contributions under a section 401(k) plan F Elective deferrals under a section 408(k)(6) salary reduction SEP Q Nontaxable combat pay BB Designated Roth contributions under a section 403(b) plan G Elective deferrals and employer contributions (including nonelective deferrals) to a section 457(b) deferred compensation plan R Employer contributions to an Archer MSA DD Cost of employer-sponsored health coverage H Elective deferrals to a section 501(c)(18)(D) tax-exempt organization plan S Employee salary reduction contributions under a section 408(p) SIMPLE plan EE Designated Roth contributions under a governmental section 457(b) plan J Nontaxable sick pay T Adoption benefits FF Permitted benefits under a qualified small employer health reimbursement arrangement     Box 13Check boxes Note:Check all boxes that apply. Statutory employee   Check this box for statutory employees whose earnings are subject to social security and Medicare taxes but not subject to federal income tax withholding. Do not check this box for common-law employees. There are workers who are independent contractors under the common-law rules but are treated by statute as employees. They are called statutory employees.   For details on statutory employees and common-law employees, see section 1 in Pub. 15-A.     Retirement plan Check this box if the employee was an active participant (for any part of the year) in any of the following.   A qualified pension, profit-sharing, or stock-bonus plan described in section 401(a) (including a 401(k) plan). An annuity plan described in section 403(a). An annuity contract or custodial account described in section 403(b). A simplified employee pension (SEP) plan described in section 408(k). A SIMPLE retirement account described in section 408(p). A trust described in section 501(c)(18). A plan for federal, state, or local government employees or by an agency or instrumentality thereof (other than a section 457(b) plan).   Third-party sick pay   Check this box only if you are a third-party sick pay payer filing a Form W-2 for an insured's employee or are an employer reporting sick pay payments made by a third party. See section 6 of Pub. 15-A.

According to Publication 1586, Reasonable Cause Regulations and Requirements for Missing and Incorrect Name/TINs, chapter IX. IRS Matching Process and Name Controls:   The Name Control field on the Data tab for forms 940, 941, 943, 944, and 945 populates the scanline with a 4-character code, and is used primarily for e-filing purposes.   The name control is based on the type of name on the return. If the IRS assigned your client a name control code, enter it in this field. This code is generally the third group of characters in the scanline at the bottom of the payment voucher the IRS mailed your client.   The following are examples of name controls used by the IRS:   For individuals and sole proprietorships, the name control consists of the first four characters of the primary taxpayers last name. For example, the name control for Arthur P. Aspen is ASPE.   For estates, the name control is the first four characters of the individuals last name. For example, the name control for Frank Walnut Estate is WALN. Note that the decedent's name may be followed by Estate on the name line.   If only an individual is listed, use the first four characters of the last name. For example, the name control for Donald C. Beech Trust is BEEC. If the trust is a Clifford trust, use the last four characters of the last name. For example, the name control for Michael Teak Clifford Trust is TEAK.   When a corporation, association, or endowment is part of the trust name, use the first four characters of the name of the corporation, association, etc. For example, the name control for Magnolia Association Charitable Lead Trust is MAGN.   For numbered trusts and GNMA Pools, use the first four digits of the trust number, disregarding any leading zeros or trailing alphanumeric characters. If there are fewer than four numbers, use enough letters from "GNMA"" to complete the name control. For example

If the taxpayer made Federal estimated tax payments, fill in the date and amount of each payment. The total is then transferred to page 2 of Forms 1040/1040A and to Form 2210 or to Form 2210F, Underpayment of Estimated Tax.   You must enter all four digits of the year in the Date entry. Use the mm/dd/yyyy format. Do not use any dashes.   If the taxpayer made Federal estimated tax payments, but did not make them all on time, fill in the File/Pay entry with the date they will file/pay the tax due. Form 2210 then calculates the penalty based on the regular method. Enter last years tax liability on Forms 2210 or 2210F. Without this information, the penalty defaults to the maximum amount.   State Tax Payments - Spouse Filing Separate At the bottom of the form is a section for estimated payments made by the spouse for states where taxpayer and spouse may file separately on the state return.   This worksheet is available to collect state tax information for deduction on Schedule A, and for use with a full-year state tax return. Carefully read on-screen instructions. Explanations for the asterisks are given on-screen below the heading Schedule of State Tax Payments.   State abbreviations are determined based from the State Information section of the Main Info sheet.   In the first section, show any state estimated tax payments made. If the last payment was made before the first day of the tax year, select the check box marked with an asterisk. This amount is carried to Schedule A, State and Local Income Taxes.   The additional lines allow for any state tax paid in the previous year that was for the previous years returns.   Also, since the last estimated tax payment is not due until January 15 of the following year, there is a line for any estimated tax from two years earlier that was paid in the previous year.   The appropriate amounts from this worksheet and the state tax you listed on Forms W-2, W-2G, and 1099R appear on line 5 of Schedule A, and on the state return for this taxpayer.   For a list of mailing addresses for the 1040-ES vouchers, see .           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Hoja de trabajo de pagos de impuestos estimados federales y estatales (F / S Tax Pd)

On Schedule B, under line 5, Payer A, link (press F9) to the new Schedule B: Additional Dividend Statement. This form has columns for Nominee (N) and Capital Gain, Federal withholding, etc. See F1 Help for the statement or Schedule B for more information on this statement.

Go to Main Information Sheet. Under "Self-Select and Practitioner PIN(s)."" On question ""What form(s) are you e-filing using PINs?""

Form 5500 and 5500-SF: Beginning January 2010, the 2009 5500/5500 SF, prior year delinquent or amended 5500/5500SF are required to be e-filed through the EFAST2 system by using either an approved 3rd party software or the online via IFILE.   Form 5500-EZ: The 5500-EZ cannot be submitted electronically and must be mailed to the address listed below:   Department of the Treasury Internal Revenue Service Ogden, UT, 84201-0020   Private Delivery Service: You can use certain private delivery services designated by the IRS to meet the “timely mailing as timely filing/paying” rule for tax returns and payments. Private delivery services include only the following:   DHL Express (DHL): DHL Same Day Service. Federal Express (FedEx): FedEx Priority Overnight, FedEx Standard Overnight, FedEx 2Day, FedEx International Priority, and FedEx International First. United Parcel Service (UPS): UPS Next Day Air, UPS Next Day Air Saver, UPS 2nd Day Air, UPS 2nd Day Air A.M., UPS Worldwide Express Plus, and UPS Worldwide Express.   The private delivery service can tell you how to get written proof of the mailing date.  

Payment due cannot be spread in two payments in SureFire.   IRS payment options for tax due: Pay now (one time payment, you can use ACH on SureFire for this) Short-term Payment plan (pay amount owed in 180 days or less - can only apply online on IRS website) Long-Term payment plan (Installment agreement Apply online through theOnline Payment Agreement toolorapply by phoneor by mailby submittingForm 9465, Installment Agreement Request. - SureFire has form 9465 available) Change an existing payment plan (apply online, by phone, mail or in person)   More info: https://www.irs.gov/payments/payment-plans-installment-agreements

The Federal payment due dates are based on the calendar or fiscal year of the business as listed on page 1 of the return. The total will be transferred to page 2 of Form 1040 or 1040 A and to Form 2210 or Form 2210 F, Underpayment of Estimated Tax. If the taxpayer made Federal estimated tax payments, but did not make them all on time, fill in the File/Pay entry with the date they will file and/or pay the tax due. Form 2210 will calculate the penalty based on the regular method. The state due dates have been calculated the same as the Federal. If the state has different due dates, disregard the date suggested. If payment 1 was paid on or before the date due for payment 1, enter the amount for payment 1, etc.  

The Federal payment due dates are based on the calendar or fiscal year of the business as listed on page 1 of the return. The total will be transferred to page 2 of Form 1040 or 1040 A and to Form 2210 or Form 2210 F, Underpayment of Estimated Tax.   If the taxpayer made Federal estimated tax payments, but did not make them all on time, fill in the File/Pay entry with the date they will file and/or pay the tax due. Form 2210 will calculate the penalty based on the regular method.   The state due dates have been calculated the same as the Federal. If the state has different due dates, disregard the date suggested. If payment 1 was paid on or before the date due for payment 1, enter the amount for payment 1, etc.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Pagos de impuestos estimados federales/estatales

You may use Form 8888 if:   You want us to directly deposit your refund (or part of it) to one or more accounts at a bank or other financial institution (such as a mutual fund, brokerage firm, or credit union) in the United States, or You want to use your refund to buy up to $5,000 in paper series I savings bonds.   However, Form 8888 cannot be used to allocate a refund for returns using Fee Collect or any bank product.

For instructions on how to figure a Net Operating Loss (NOL), when to use an NOL, how to claim an NOL deduction, or how to figure an NOL carryover, see IRS Publication 536.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Calculando NOL Net Operating Loss (Prdida Operativa Neta)

https://www.irs.gov/irm/part21/irm_21-006-001r What Are Filing Status Changes? From MFJ to MFS, Single or HOH, refer to IRM 21.6.1.5.5, Married Filing Joint to Married Filing Separate, Single, or Head of Household Procedures o Other changes, such as Qualifying widow(er) with dependent child   21.6.1.5.5 (06-18-2018) Married Filing Joint to Married Filing Separate, Single, or Head of Household Procedures Married taxpayers may file separate returns such as married filing separately, head of household, or single on or before the due date of their originally filed married filing joint return. If taxpayer changes filing status from Married Filing Joint (MFJ) or Married Filing Separate (MFS) to Single (S) or Head of Household (HOH), taxpayer MUST clearly be eligible, refer to Pub 501, Exemptions, Standard Deduction, and Filing Information, and Pub 17, Your Federal Income Tax (For Individuals). Exception: A personal representative may revoke an election to file a married filing joint return previously made by the surviving spouse alone. This is done by the filing a separate return for the decedent within one year from the due date of the return of the surviving spouse (including any extension). Refer to Publication 559, Survivors, Executors, and Administrators. Disallow all claims postmarked after the due date except: Items listed in IRM 21.6.1.5.7, Married Filing Joint Election is Invalid or Filed with Incorrect Status Taxpayers whose marriage was annulled or the subject of a court order holding that no valid marriage ever existed If the claim is received after the due date and the taxpayer does not provide the proper documentation such as court documents showing the marriage was not valid, copy of divorce decree or separate maintenance, documents verifying the taxpayers did not live together during the last six months, such as a lease agreement, utility bills, etc., refer to IRM 21.5.3.4.6, No Consideration and Disallowance of Claims and Amended Returns.

If you are a nonresident employee or self-employed person and you receive wages or non-employee compensation subject to U.S. income tax withholding, or if you have an office or place of business in the United States, you generally must paper file Form 1040NR or Form 1040NR-EZ by the 15th day of the 4th month after your tax year ends (for a person filing using a calendar year, this is generally April 15th) with the Internal Revenue Service Center, Philadelphia, PA 19255, U.S.A.

Once a return has had the extension filed and accepted, it will be time to file the income tax return. You can do this by finding the checkbox selector on the Main Information page as pictured below.                             The image shown above illustrates with the green arrow the box you would typically have checked after filing a 4868/extension. Once the extension has been filed, you simply need to check the top checkbox labeled Income tax return.  Once checked, e-file the return and you will be e-filing the non-extension version of the tax return.

Sending this email out to everyone as a reminder on how to do an extension, and how to verify that its an extension was made. To file an extension is pretty simple. To do so, on the main information sheet make sure to make which option you need. If they owe money to the IRS you want to mark 4868 with direct debit. If the client is getting a refund you want to mark 4868 without direct debit. No PINS required. Once you have marked the 4868 it will populate that form in the forms tree. Simply fill that out. Once completed you can go ahead and e-File like normal. Just make sure the 4868 is being used by making sure that box is checked. To verify that extension was created for the Web Version simply go under TAX RETURNS and look at the list and make sure it looks like this: To verify that extension was able to be created for the Install Version after running diagnostics it will say extension e-File.  

If you are looking to do an extension for a return, there are two additional steps that will need to be done in order to E-file the extension. First, on the Main Info sheet, move down to the Self-Select and Practitioner PIN section. Under the “What forms are you filing using PINs?” section, there are two options for the 4868. Select one of these depending on the taxpayer’s situation. In the Forms Tree, you will notice the 4868 form has pulled in. The second step is the checkbox at the top needs to be selected to show it is being used. After this, review the return and 4868 to ensure everything is in order for your taxpayer, then run Diagnostics like normal. Notice the normal E-file button has now changed to an Extension E-file button. The process after this is the same as sending a return normally.

See the IRS instructions to determine how to correctly file a consolidated return for a corporation.According to IRS Notice 2005-88, corporations that cannot e-file business returns due to technologyrestraints can request a waiver that excludes them from the IRS e-file mandate. For more information on how to request a waiver from the IRS,visit: http://www.irs.gov/irb/2005-48_IRB/ar08.html  

As of tax year 2011, the W-2 form contains a check box that should be checked when a return is being filed with an ITIN. The field to the right of the check box is highlighted in red, and the Employee SSN field (Box D) looks to this new field for the ID number. The check box reads as follows:   The taxpayer/spouse ID number listed on the Main Information Sheet is an ITIN. Enter the ID number (SSN or ITIN) as it is shown on the actual W-2.   You need to manually enter in the red field the ID that is shown on the W-2 form your client received.  

Taxpayers who may have been victims of identity theft are still expected to file a return. Instructions for doing so are listed at IRS.gov and outlined in Form 14039. The IRS instructions for Form 14039 state:   If you are unable to file your return electronically because the primary and/or secondary SSN was misused, attach this form and documentation to your paper return and submit to the IRS location where you normally file.   For more information, see IRS Form 14039: http://www.irs.gov/pub/irs-pdf/f14039.pdf

Taxpayers who may have been victims of identity theft are still expected to file a return. Instructions for doing so are listed at IRS.gov and outlined in Form 14039.   The IRS instructions for Form 14039 state:   If you are unable file your return electronically because the primary and/or secondary SSN was misused, attach this form and documentation to your paper return and submit to the IRS location where you normally file.   For more information, see IRS Form 14039: http://www.irs.gov/pub/irs-pdf/f14039.pdf

If the state does allow filing these returns, all amendments still need to be paper filed, and we will not accommodate changes to prior-year forms.

Below the filing status 4 (HH) line on the Main Information Sheet, there is a box which asks for the name and SSN of the dependent that you are NOT claiming as an exemption. Enter this information any time that you have a person who qualifies you for the Head of Household filing status but the person is not your dependent.   If you qualify for EIC and/or Dependant Care for this child, list the child's information in the dependent section (line 6C) of the Main Information Sheet. The Dependency Code should be "0""(zero). (Dependent Code 0 means that the person is not being claimed as your dependent.) Make sure that the box for EIC (Earned Income Credit and/or DC (Dependent Care Credit)

Below the filing status 4 (HH) line on the Main Information Sheet, there is a box which asks for the name and SSN of the dependent that you are NOT claiming as an exemption. Enter this information any time that you have a person who qualifies you for the Head of Household filing status but the person is not your dependent. If you qualify for EIC and/or Dependant Care for this child, list the child's information in the dependent section (line 6C) of the Main Information Sheet. The Dependency Code should be "0"(zero). (Dependent Code 0 means that the person is not being claimed as your dependent.) Make sure that the box for EIC (Earned Income Credit and/or DC (Dependent Care Credit), whichever applies, is marked with an "X". Then go to the Schedule EIC Worksheet and/or Form 2441 and enter any applicable information and questions about the child.

Use of Leave and Earnings Statement Although income tax returns may be prepared using a Leave and Earnings Statement or other documentation of income and Federal tax withholding, the return must not be electronically filed prior to the Electronic Return Originator (ERO) receiving the related Form W-2, W-2G, or 1099-R. A Form 4852 may be used only if the taxpayer can not obtain and provide a correct Form W-2, W-2G, or 1099-R. The Form 4852 must be completed in accordance with existing instructions. These instructions can be accessed by calling TeleTax on 1-800-829-4477 and selecting Topic 154. The non-standard W-2 indicator must be included in the electronic record if Form 4852 is used. EROs must retain Forms 4852 in the same manner as Forms W-2, W-2G, and 1099-R are required to be retained. EROs must never advertise that returns may be electronically filed prior to the receipt of Forms W-2, W-2G, and 1099-R as EROs are prohibited from electronically filing returns without Forms W-2, W-2G, and 1099-R except as stated above. Any violation of these rules will result in sanctioning of the ERO as described in Revenue Procedure 2000-31, published July 31, 2000, in the Internal Revenue Bulletin, 2000-31.  

If your client is going to be itemizing deductions for the tax year, you’re going to need a Sch A. This can be found in all returns by default. On the Sch A, you will find Medical and Dental Expenses, Taxes Paid, Interest Paid, and even Job Expenses. While you can list all of these directly on the form, to go into more detail, it’s recommended to use an A Detail Worksheet. This allows you to go more in-depth regarding each expense, especially if there is more than one for a certain category.                                            

Need to enter Interests and Ordinary Dividends? Not a problem, just link a Sch B to line 9a of the 1040. Directly on the schedule, you can see the locations of entering interest, and if you scroll down a bit, dividends too. If you need more lines for either of the two listed above, you can link statement sheets to both sections for more spaces. Just click on one of the lines under the section you need it for and select Link, from here select the statement and add it to the return. Each statement allows you to enter the information directly from either a 1099-INT or DIV respectively.                                        

Adding a Sch. C to the return can be done by selecting Link on line 12 of the 1040 form. Commonly with a Sch. C, the taxpayer may have a 1099 MISC form to report Non-employee Compensation. This can be done by Linking to 1099 MISC from Line 1 of the Sch. C. You will be able to enter all the information that shows on your taxpayer’s 1099. Below the Income section, you will also notice the options to list expenses that may have occurred with the business, along with Depreciations on line 13. Over on Pg. 2, you will also see locations for Costs of Goods Sold, along with Vehicle Information, and Other Expenses. If needing more line for expenses than what’s provided, just link to the Other Expenses Worksheet to one of the Other Expenses lines.                                          

Adding the Sch. D to the return can be done by linking to it via Line 13. On the Schedule, the primary locations listed are for Short-Term and Long-Term transactions. The best way to report Capital Gains and losses, be it shorts or longs, is to use the Capital Gain Worksheet. It can be linked to through the Total line under either section. This allows you to list out the information from 1099-B forms in detail, and also ensures that the program can allocate each transaction to the correct 8949. For more information regarding the Capital Gain Worksheet and 8949’s, see our Solution Center article here: (Add a link to Capital Gain article)                                          

Arguably one of the most common forms on a return, the W2, can be added with ease. Head to the first page of the 1040 and select line 7. Right-click the field and select the link option. Then from the list, select the W2 and OK to add it. On the form itself, you can dictate if it’s for the taxpayer or for the spouse, along with if the address needs to be adjusted from what is on the return itself. From there, you will input the information from the boxes on the W2 you received from your client. Notice below there is also a location for state information if that is needed. Once the W2 is complete, you will see the amount from box 1 appear on line 7.  

When you have determined there are qualifying dependents on a return, the checkbox for Dependent Care or DC can be selected by each of their names on the Main Info Sheet. Now, the 2441 form will need additional information on the left. This will need to be done initially. This is where you will type in how much was paid to the provider. Below in Part 2, we will now list the qualified expenses for each dependent we checked off earlier. While there are only two spots, you can link the 2441 Worksheet 1 to the total line, the program will pull in the correct amount depending on what is selected in the Main Info Sheet. You can also use this same form to list more than two providers if need be. After filing in the rest of the expenses and heading back to the first page, the program will automatically calculate the rest as it is pulling in the earned income from the rest of the return. At the end of it all, the amount of the credit will be displayed which will also appear on the second page of the 1040. Child Dependent Care Services is a tax DEDUCTION, not a tax credit  1040 pg 2 line 11 shows taxable income

As the borrower reaches the end of their payments it may not be the same exact amount used monthly previously (ex:$500). Please use the IRS tool below to determine the home buyer payments left/required to be reported on return.   https://sa.www4.irs.gov/irfof-fthb/notice

Select the type of ACH/debit at the top of the form.

To solve this problem, you need to change the period ending date on the Filing Options (FL RT-6/RT-6A) worksheet for FL form RT-6, RT6A. The due date will then adjust itself automatically. You can access this worksheet by clicking the Filing Options tab on the Pages and Worksheets bar at the bottom of FL form FL RT-6, RT6A.

""Yonkers"" for Yonkers

The income that was earned in the foreign country should first be entered on the appropriate line of the tax return. Then, complete Form 2555.   Form 2555 can be electronically filed.   Notes:   If Form 2555 is included in the return, the taxpayer cannot qualify for Earned Income Credit (EIC). For electronic filing purposes, a tax return can contain only 1 copy of Form 2555 per taxpayer.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Exclusin de ingresos del trabajo en el extranjero (Foreign Earned Income Exclusion)

Income -Generally, you must report all income except income that is exempt from tax by law. Enter on Form 1040, page 1, line 1, Wages, Salaries, Tips, Scholarships, Fellowships, Adoption, Excess Elective deferral, Medicaid Waiver payments, Dependent Care Benefits, Household Employee, etc.Refer toIRS Instructions for Form 1040page 24   W2 Codes: AB - Adoption benefits from Form 8839 FB - Fringe benefits DCB - Dependent care benefits from Form 2441 SNE Exclusion for adopting a special needs child from Form 8839 SSHIP - Taxable scholarship income   Additional Information   Have additional income, such as business or farm income or loss, unemployment compensation, prize or award money, or gambling winnings -Schedule 1, Part I Have any deductions to claim, such as student loan interest, self-employment tax, or educator expenses. -Schedule 1, Part II Owe alternative minimum tax (AMT) or need to make an excess advance premium tax credit repayment -Schedule 2, Part I Owe other taxes, such as self-employment tax, household employment taxes, additional tax on IRAs or other qualified retirement plans and tax-favored accounts -Schedule 2, Part II Can claim a nonrefundable credit (other than the nonrefundable child tax credit or the credit for other dependents), such as the foreign tax credit, education credits, or general business credit. -Schedule 3, Part I Can claim a refundable credit (other than the earned income credit, American opportunity credit, refundable child tax credit, additional child tax credit, or recovery rebate credit), such as the net premium tax credit, health coverage tax credit, or qualified sick and family leave credits from Schedule H or Schedule SE. Have other payments, such as an amount paid with a request for an extension to file or excess social security tax withheld. -Schedule 3, Part II

We will automatically enter all zeroes in the EIN field for the social security items. Users or preparers will still need to enter the payer name to clear the diagnostic." "

You must link from Schedule C, line 1, or Schedule CEZ, line 1, Gross receipts or sales, to have the amount from box 7 of the 1099-MISC input sheet carry to Schedule C (1040).   Non-employee compensation, considered self-employment for tax purposes, may be offset by expenses when calculating the net amount, which is subject to Self-Employment tax on Schedule SE (1040).   If you do not link from line 1 of Schedule C (1040) or any other form, such as Schedule E (1040), the 1099-MISC does not know this is the parent form and will carry the amount to Sch 1 line 8.   To correct this problem, delete the 1099-MISC form, then re-add it and enter the amounts after linking from the proper entry.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Forma 1040 Individual, Sch 1, lnea 8 muestra la cantidad de la forma 1099-MISC como otro ingreso (other income) usando SureFire

This IRS-approved form DOES NOT require a due date, per IRS specifications.

The amount of Child Tax Credit on line 19 is limited by the amount of tax owed, shown on line 16.   As the Child Tax Credit is not refundable, when the amount on line 16 is zero, there is no credit to be entered on line 19.   Certain clients may qualify to receive the difference in the form of the Additional Child Tax Credit, which is calculated on Form 8812.   For more information, see IRS Publication 972 (http://www.irs.gov/pub/irs-pdf/p972.pdf).

PROBLEM:   Line 4a of Form 1040 is not automatically populated, in accordance with the instructions in IRS Publication 575     RESOLUTION:   To show the total taxable amount on line 4b: Go to Form 1099R, line 2a and enter the taxable amount. Go to line7 and select the appropriate Distribution code in the drop-box. Then select the check-box for IRA/SEP SIMPLE.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:La cantidad de la forma 1099-R no se muestra en la lnea 4b de la forma 1040 en SureFire

PROBLEM:   1040-Individual: Line 4b or 5b not showing Rollover text   RESOLUTION:   According to IRS regulations, the text Rollover should only show next to line 4b or 5b of Form 1040 if the taxable amount of the distribution has been rolled over. In addition, if you enter code G (direct rollover and rollover contribution) on Form 1099-R for a distribution with no taxable amount, Rollover will also not show since the IRS already knows this amount has been rolled over.   Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:

If the client has taxable scholarship income and/or household employee income not reported on Form W-2, enter it on 1040 Worksheet 1.   SureFire selects the applicable check boxes on this line if any of the following apply:   AB (Adoption Benefits) - Line 7 includes taxable employer-provided adoption benefits from Form 8839, page 2, line 31. FB (Fringe Benefits) - Fringe benefits [SureFire does not calculate this check box] DCB (Dependent Care Benefits) - Line 7 includes taxable employer-provided dependent care benefits from Form 2441. SNE (Special Needs (from an adoption)) - Line 7 has been reduced by the amount of the exclusion for adopting a special needs child from Form 8839, page 2, line 31. SSHIP (Scholarship income) - Line 7 includes taxable scholarships not on Form W-2.   Additional Information Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Formulario 1040-Individual: Significado de las abreviaturas de la lnea 7 SureFire.

According to Part 2, line 13 of the Line 52 (Form 1040) - Child Tax Credit worksheet for Form 1040, your clients may be able to take the Additional Child Tax Credit on page 2, line 65 of Form 1040, or page 2, line39 of Form 1040A, only if they answer Yes to the question on Part 2, line 13 of this worksheet.   If they answered No, they do not qualify to take the additional credit.

According to the Form 1040 instructions:   If your dependent child was born and died in [this tax year] and you do not have an SSN for the child, enter "Died" in column (2) and include a copy of the child's birth certificate, death certificate, or hospital records. The document must show the child was born alive.

If the taxpayer is under the minimum retirement age, and retired on disability, disability income must be reported as earned income on line 7 of Form 1040. On Form 1099-R, below box 7, the Check if disability and the taxpayer is disabled check box must be marked in order to be considered earned income and be carried to line 7 of Form 1040. You should not mark this check box if the distribution is from an IRA or if the taxpayer is not under minimum retirement age. See the IRS instructions for Form 1040 for more information.

Go to Schedule B, line 5a, and link that line (press F9) to the Additional Dividend Statement. Exempt Interest Dividends are entered in the last column. Note that the first column (Ordinary Dividends) should NOT include the Exempt Interest.

Figuring the Penalty   If the Exception just described does not apply and you choose to figure the penalty yourself, use Form 2210 (or 2210-F for farmers and fishermen). Enter any penalty on line 77. Add the penalty to any tax due and enter the total on line 76. However, if you have an overpayment on line 73, subtract the penalty from the amount you would otherwise enter on line 74a or line 75. Lines 74a, 75, and 77 must equal line 73. If the penalty is more than the overpayment on line 73, enter -0- on lines 74a and 75. Then subtract line 73 from line 77 and enter the result on line 76. Do not file Form 2210 with your return unless Form 2210 indicates that you must do so. Instead, keep it for your records. Tip: Because Form 2210 is complicated, you can leave line 77 blank and the IRS will figure the penalty and send you a bill. We will not charge you interest on the penalty if you pay by the date specified on the bill. If your income varied during the year, the annualized income installment method may reduce the amount of your penalty. But you must file Form 2210 because the IRS cannot figure your penalty under this method. See the Instructions for Form 2210 for other situations in which you may be able to lower your penalty by filing Form 2210.  

The amount of Child Tax Credit on line 51 is limited by the amount of tax owed, shown on line 44. As the Child Tax Credit is not refundable, when the amount on line 44 is zero, there is no credit to be entered on line 51.Certain clients may qualify to receive the difference in the form of the Additional Child Tax Credit, which is calculated on Form 8812.  This information is applicable to all years, please refer to the IRS website for more information.

According to Part 2, line 13 of the Line 51 (Form 1040) - Child Tax Credit worksheet for Form 1040, your clients may be able to take the Additional Child Tax Credit on page 2, line 65a of Form 1040, or page 2, line 42 of Form 1040A, only if they answer Yes to the question on Part 2, line 13 of this worksheet. If they answered No, they do not qualify to take the additional credit.

Every tax payer based on their filing status and number of dependents will receive a rebate credit. For this reason you will notice in your software that there is a worksheet 8 and before you even add the wages etc to the return, it will show a refund equally to the amount of the applicable rebate credit for taxpayer and dependents   This credit is reduced by any economic impact payments the taxpayer and dependents received. If the taxpayers and dependents already received stimulus checks EP 1 and stimulus checks EP 2, you will notice that as soon as you enter this information the refund will decrease.If they did not get the EP1 and or EP 2, it will be included in their refund.   Worksheet 8 will not auto calculate for every different taxpayer situation, therefore, you can override the lines based on the situation for your taxpayers to determine whether or not they should get a recovery rebate.

Step 1 - Enter required information on Form 1099R On the Form 1099R: Exclusion Worksheet (Scroll down on the Form 1099R to see the exclusion worksheet), go to line 5, check the correct box for "Check to send the taxable amount to Form 8915-e

Form 1040A can be filed if all six of the following apply:   The taxpayer only has income from the following sources: Wages, salaries, tips. Interest and ordinary dividends. Capital gain distributions. Taxable scholarship and fellowship grants. Pensions, annuities, and IRAs. Unemployment compensation. Taxable social security and railroad retirement benefits. Alaska Permanent Funds dividends. The only adjustments to income the taxpayer can claim are: Educator expenses. IRA deduction. Student loan interest deduction. Tuition and fees deduction. The taxpayer does not itemize deductions. The taxpayer's taxable income (line 27) is less than $100,000. The only tax credits the taxpayer can claim are: Credit for child and dependent care expenses. Credit for the elderly or the disabled. Education credits. Retirement savings contribution credit. Child tax credit. Earned income credit. Additional child tax credit. The taxpayer did not have an alternative minimum tax adjustment on stock they acquired from the exercise of an incentive stock option (See Publication 525).             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Calificar para presentar la forma 1040A (Only 2017)

Requirements for using Form 1040EZ:   Filing status is single or married filing jointly. Taxpayer and spouse are both under age 65 and not blind at the end of 2013. No dependents. Taxable income (line 6) is less than $100,000. Taxpayer is not claiming any adjustments to income. The only tax credit claimed is the earned income credit. Income is from wages, salaries, tips, taxable scholarship or fellowship grants, unemployment compensation, or Alaska Permanent Fund dividends, and taxable interest is not over $1500.       You should enter information initially on supporting forms such as W-2, K-1, 1099-R, 1040 Wkt 1, 1040 Wkt 2, Schedule B, etc. When all data is entered, look at the top of the Main Info to see if the return can be filed on Form 1040A or 1040EZ. If so indicated, select the check box for the appropriate form. See IRS instructions for more information.   If a person does not meet all of the requirements, he or she must use Form 1040A or 1040.   Nonresident alien. If the taxpayer was a nonresident alien at any time in 2015, his or her filing status must be married filing jointly to use Form 1040EZ. If the taxpayer's filing status is not married filing jointly, he or she may have to use Form 1040NR or 1040NREZ.   Information entered directly on Form 1040, such as interest under $1,500 or unemployment, does not transfer to Form 1040A or 1040EZ. To ensure that these amounts are included in the return, enter interest income on Schedule B and unemployment income on 1099-G.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Calificaciones del Formulario 1040EZ

Read ALL of these instructions before proceeding with this form. Use this form to correct Forms 1040, 1040A, 1040EZ, 1040NR, or 1040NR-EZ. If you need to prepare an amended return for a previous year, you must use the SureFire program for that year. A person must file a separate Form 1040X for each year he or she is amending. If the person is changing the federal return, he or she may also have to change the state return. It often takes 2 to 3 months to process Form 1040X. You must mail Form 1040X to the IRS. It cannot be filed electronically. Form 1040X must be filed only after the taxpayer has filed the original return. Generally, for a credit or refund, Form 1040X must be filed within 3 years after the date the original return was filed or within 2 years after the date the tax was paid, whichever is later. A Form 1040X based on a net operating loss carryback or a general business credit carryback generally must be filed within 3 years after the due date of the return for the tax year of the net operating loss or unused credit. Making changes to an existing return: Open the return in SureFire. Select 1040X from the forms list. Click Yes. SureFire opens Form 1040X.  Before changing the return, you should print a copy of the original return for your records if you have not done so already. Before making any changes to the federal or state return, do the following: Open Form 1040X and select the checkbox located above line 1 to override the original refund or balance due. When you select the checkbox, Sure-Fire overrides certain fields on this form containing information from the original federal return so that they will not change. If you are also amending the state return and the state has a similar amend form, you must select a similar checkbox on the state amend form. Making the changes Next, make the necessary changes to the federal return. If you need to change the filing status or dependent information, do so on the Main Information Sheet. Add, remove, or change forms from the return as needed. Sure-Fire calculates the revised information to Form 1040X and the state amend form. Make changes directly on state forms only if necessary.   Finishing Form 1040X Print Form 1040X and the state amend form and mail them to the IRS and state. Amended returns cannot be electronically filed.   Income and Deductions Select the checkbox on line 1, if a net operating carryback is included in the amended return. Tax Liability Select the checkbox on line 7, if a general business credit carryback is included in the amended return. Payments Enter the amount of additional tax paid after the original return was filed below line 15. Refund or Amount You Owe Sure-Fire calculates the amount the client owes with Form 1040X, or the refund, whichever applies. If the client is getting a refund and wants to apply all or part of it to next year's estimated tax, enter the amount to be applied on line 22.   Part I: Exemptions Before making any changes to the return you should have selected the checkbox located at the top of Form 1040X, page 1 to override the original refund or balance due. If the number of exemptions or dependents do not change on the amended return, this section will not be completed. All of the information on this page, except the date, is calculated from within the return.   Part II: Presidential Election Campaign Fund A taxpayer and/or spouse may use Form 1040X to have $3 go to the fund if he or she did not do so on the original return. This must be done within 20-1/2 months after the original due date for filing the return. A previous designation of $3 to the fund cannot be changed.   Part III: Explanation of changes Enter the line number for each item you are changing and give the reason for each change. Text does not wrap from one line to the next; each line is a separate text block. Attach ONLY the supporting forms and schedules for the items changed.  

The Distribution Worksheet in Sure-Fire is used to specify amounts that should carry to Schedule K-1. This worksheet can be obtained either directly from the Forms List, or by linking from the Printed column of Sch K-1. If estate/trust distributions are based on a percentage going to each beneficiary, use this worksheet. After filling out the worksheet, fill out a K-1 for each beneficiary, entering the appropriate percentage for each. Sure-Fire calculates the amounts to be distributed based on the percentage entered. If distributions are not based on percentages, go directly to Sch K-1. If distributions are based on percentages, except for adjustments needed on some items, fill out the Distribution Worksheet first, then go to Sch K-1, enter the percentage and make the adjustments. A worksheet is available at the top of the form if some deductions are directly attributable to a specific income category.

This can occur when the estate is not yet closed. If the Decedent's Estate is not yet closed, the capital loss remains with the estate and cannot be passed to abeneficiarywhile the estate is still open. In the year the estate is terminated the capital loss passes to the beneficiaryon ScheduleK-1.   For more assistance, see IRS Form 1041 Instructions.   Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Formulario 1041 Prdida patrimonial de los difuntos (Decedents Estate loss) que no fluye al Schedule K-1.

This can occur when the return you are filing is not a final return. A fiduciary can only distribute a negative amount (loss) in a final return.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:La Perdida en la forma 1041 no fluye al Schedule K-1 (1041) en SureFire

Form 8868 is only accessible in the Form 990 package.

The Distribution Worksheet in SureFire is used to specify amounts that should carry to Schedule K-1. This worksheet can be obtained either directly from the Forms List, or by linking from the Printed column of Sch K-1.   If estate/trust distributions are based on a percentage going to each beneficiary, use this worksheet. After filling out the worksheet, fill out a K-1 for each beneficiary, entering the appropriate percentage for each. SureFire calculates the amounts to be distributed based on the percentage entered.   If distributions are not based on percentages, go directly to Sch K-1.   If distributions are based on percentages, except for adjustments needed on some items, fill out the Distribution Worksheet first, then go to Sch K-1, enter the percentage and make the adjustments.   A worksheet is available at the top of the form if some deductions are directly attributable to a specific income category.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Formulario 1041-Fiduciary - K-1 Distribution Worksheet- SureFire

Each sheet allows for 17 beneficiaries. Press Shift+F10 to open a new form. Enter 18 in the first No entry of the second copy. If have more than 34 & 160 beneficiaries, press Shift+F10 for a new form. Enter 35 in the first No entry on the third copy. Start the fourth copy with 52, the fifth copy with 69, etc.

A tax return including Form 1045 cannot be filed electronically. If there is any uncertainty about the interpretation of an entry, Sure-Fire does not calculate it. This application is filed to carry back the following:   net operating loss (NOL) unused general business credit can be carried back only one year net section 1256 contracts loss.   If you have a net operating loss or unused credits and choose to carry them back to the third preceding year, you will use this form. This form is activated when you fill in the date the current year tax return was filed. When you fill in this date, Worksheet 1 and, if applicable, Worksheet 2, will activate to see if you have a carryover to the second or first preceding years. Waiving the carryback period A person can elect to carry an NOL forward only, instead of first carrying it back. A person must file Form 1045 within 1 year after the end of the year in which an NOL, unused credit, a net section 1256 contract loss, or claim of right adjustments arose. Form 1040X or Other Amended Return Individuals can get a refund by filing Form 1040X, Amended U.S. Individual Income Tax Return, instead of Form 1045. A person generally must file an amended return no later than 3 years after the due date of the return for the applicable year. Line 1b If you claim a tentative refund based on the carryback of unused general business credit, enter the amount of said credit. Line 1c A section 1256 contract is any regulated futures contract, foreign currency contract, nonequity option, dealer equity option, or dealer securities futures contract. See IRS Publication 550 for more information. Line 9 If an NOL or net section 1256 contracts loss carryback eliminates or reduces a prior year foreign tax credit, you cannot use this form to carry the released foreign tax credits to earlier years. See the IRS instructions for more information. Line 10 Column (b) calculates from Form 1045 line 1a (which calculates from 1045 Schedule A, line 25). Column (d) and (f) calculate from 1045 Worksheet 1 (Schedule B), line 1, column (b) or (c). Line 11 Enter in the column labeled "Before" the taxpayer's adjusted gross income for the carryback year as shown on the original or amended return. Column (b) is the amount on line 11, column (a) minus the amount on line 10, column (b). Columns (d) and (f) calculate the same way using the amounts in that section. Line 12 Columns (a), (c), and (e) are manual entries from the prior year returns (either the standard deduction or itemized deductions). Columns (b), (d), and (f) is also based on the prior year amounts but are refigured for any amounts limited by adjusted gross income. The line numbers for prior years can be found in the IRS instructions for Form 1045. If the taxpayer did not itemize deductions in the carryback year, enter his or her standard deductions for that year. Line 14 Columns (a), (c), and (e) are manual entries from prior year returns. The line numbers for prior years are in the IRS instructions for Form 1045. Sure-Fire calculates columns (b), (d), and (f). This amount is the same as the amount in column (a), (c), or (e) unless the exemption was limited due to adjusted gross income. Line 16 Columns (a), (c), and (e) are manual entries from prior year returns. Information to find this is in the IRS instructions for Form 1045. Sure-Fire calculates columns (b), (d), and (f) based on the taxable income shown on line 15, Column (b), (d), or (f) and the tax table for the year listed at the top of the column. Line 17 Press Shift+F1 to see the IRS instructions for details. Line 20 Enter any additional credits such as the earned income credit, credit for child and dependent care expenses, child tax credit, education credits, foreign tax credit, retirement savings contributions credit, etc., that will apply in that year. Line 23 Do not adjust the self-employment tax because of any carryback. Line 24 Enter any other taxes such as recapture taxes, tax on IRA, etc., that will apply in that year. Line 28 If the taxpayer applies for a tentative refund based on an overpayment of tax under section 1341(b)(1), enter it on this line.  

Form 1045 is filed to carry back the following:   net operating loss (NOL) unused general business credit can be carried back only one year net section 1256 contracts loss.       If you have a net operating loss or unused credits and choose to carry them back to the third preceding year, you will use this form. This form is activated when you fill in the date the current year's tax return was filed. When you fill in this date, Worksheet 1 and, if applicable, Worksheet 2, will activate to see if you have a carryover to the second or first preceding years.   Waiving the carryback period A person can elect to carry an NOL forward only, instead of first carrying it back.   A person must file Form 1045 within 1 year after the end of the year in which an NOL, unused credit, a net section 1256 contract loss, or claim of right adjustments arose.   Form 1040X or Other Amended Return   Individuals can get a refund by filing Form 1040X, Amended U.S. Individual Income Tax Return, instead of Form 1045. A person generally must file an amended return no later than 3 years after the due date of the return for the applicable year.   Line 1b   If you claim a tentative refund based on the carryback of unused general business credit, enter the amount of said credit.   Line 1c   A section 1256 contract is any regulated futures contract, foreign currency contract, nonequity option, dealer equity option, or dealer securities futures contract. See IRS Publication 550 for more information.   Line 9   If an NOL or net section 1256 contracts loss carryback eliminates or reduces a prior year foreign tax credit, you cannot use this form to carry the released foreign tax credits to earlier years. See the IRS instructions for more information.   Line 10   Column (b) calculates from Form 1045 line 1a (which calculates from 1045 Schedule A, line 25). Column (d) and (f) calculate from 1045 Worksheet 1 (Schedule B), line 1, column (b) or (c).   Line 11           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Forma 1045 - Solicitud de reembolso provisional (Application for Tentative Refund)

Go to the State/Est worksheet and unmark the applicable State.

Form 1065 Line 10 is Linked to Form Trial Balance Salaries and wages - Partners Line, amount entered here will populate on Line 10.

If page 2 of the 1065, under Schedule B, Other Information, line 4d has the first checkbox marked for yes, but the second checkbox underneath in red writing marked "No"" then the information from Schedule L will not be added in print to the partners' individual K1s. Have this checkbox checked and the information will be included in print on the partners' K1s. "

If page2 of the 1065, under Schedule B, Other Information, line 6d is marked Yes, this information is not required by the IRS.   The program still calculates these lines on the return, but does not print it.     Page 2 of the 1120S, under Schedule B line 10b is marked Yes, then this information is not required by the IRS.   The program will still calculate these lines on the return but does not print it.     Page 4 of the 1120C, if line 13 is marked Yes, then this information is not required by the IRS.   The program will still calculate these lines on the return but does not print it.     NOTE:If you would like it to be printed even though it is not required, in SureFire answer Yes to the questionasking "Do you want to complete these items anyway?""   If you select

If page 3 of the 1065, under Schedule B, Other Information, line 6d is marked Yes, this information is not required by the IRS. The program still calculates these lines on the return but does not print it. If you would like it to be printed even though it is not required, answer Yes to the question on this line in Sure-Fire asking if you want to print it anyway.  

Generally, form 1099C, Cancelled debt (box 2) is reported on line 21 of form 1040. However, there are cases where it must be reported elsewhere, or it does not have to be reported anywhere. For more information on how to report this information or instructions for form 1099C, you can go to the IRS website which is: www.irs.gov       NOTE:It is important to remember that "Other Income"" of the 1040 page 1 line 21 may vary from the year 2018. "

Enter one of the following letters for each transaction:   A = For short-term transactions reported on Form 1099-B (or substitute statement) and cost or other basis was reported to the IRS. B = For short-term transactions reported on Form 1099-B (or substitute statement) but cost or other basis was not reported to the IRS. C = For short-term transactions for which boxes A or B do not apply. D = For long-term transactions reported on Form 1099-B (or substitute statement) and cost or other basis reported to the IRS. E = For long-term transactions reported on Form 1099-B (or substitute statement) but cost or other basis was not reported to the IRS. F= Form long-term transactions for which boxes D or Edo not apply.       These letters are calculated to various copies of Form 8949 in the return. There will be an 8949 form for each of the letters entered and for each Short term and Long term transactions.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Formulario 1099 en la hoja de trabajo de transacciones de ganancias/prdidas de capital (Capital Gain/Loss Transactions Worksheet)

If you need to enterwithholdings that SureFire doesn't support, click the link icon, link in a block, and enter the amount in Notepad. SureFire adds the pad amount to the calculation. However, if you later decide to file a 1040A or 1040EZ instead of a 1040, you should do the same on the actual form.   For more information, see the instructions on Form 1040 and Schedule D (Form 1040).

The SureFire program does not have a 1099C. Cancellation of debt income has many factors that contribute to whether or not the income is taxable. Due to this, Form 1099-C for cancellation of debt is not currently in the SureFire system. If you need to enter this information into a return you will enter that information on the 1040 line 21.                                   To do this you will link the 1040 worksheet 7 to line 21 where it says other income. To link the form click on the line and press F9 or right-click and choose link.                                     Enter in information on 1040 worksheet 7, it will automatically carry over to the 1040 pg 1 line 21. You will notice that there is not a line for 1099-C information, you will need to use one of the description lines (17-30) and enter something along the lines of "1099-C" or "Cancellation of debt."   You can also use form 982 to enter in this information. Whichever applies to the return in question.

The instructions also note:   Form 1099-C must be filed regardless of whether the debtor is required to report the debt as income.  

According to the IRS instructions for Form 1099-C:   Do not file Form 1099-C when fraudulent debt is canceled due to identity theft. Form 1099-C is to be used only for cancellations of debts for which the debtor actually incurred the underlying debt.     The instructions also note:   Form 1099-C must be filed regardless of whether the debtor is required to report the debt as income.               Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Forma 1099-C: Cundo no reportar debt cancellations?

Enter the amount from box 2a of the client's paper 1099-R.   This part of the distribution is generally taxable. If box 2a is empty on the paper 1099-R, the payer may not have had all the facts needed to figure the taxable amount. In that case, the Taxable amount not determined box should be checked. Select the same check box in SureFire, if selected on the paper form.   If this distribution is from a Roth IRA, the payer is not required to figure the taxable amount. Instead, see Form 8606, page 2, part III. Generally, SureFire loads Form 8606 if it is needed, but be sure you have entered all information from the paper 1099-R into the 1099-R in SureFire and you have filled in any applicable fields on the Exclusion Worksheet.   If this is a total, lump-sum distribution from a qualified plan (other than an IRA or tax-sheltered annuity) and the taxpayer was born before January 2, 1936 (or the taxpayer is the beneficiary of someone born before January 2, 1936), the taxpayer may be eligible for the 10-year tax option. If the taxpayer qualifies and wants to use the 10-year option, select the check box labeled Elect 10 Averaging.   When you select this check box, SureFire loads Form 4972, Tax on Lump-Sum Distributions. Complete that form to figure the tax. For more information, open the IRS instructions for Form 4972 by pressing Shift+F1 on the form.   Box 5 - Enter the amount from box 5 of the client's paper 1099-R.   Generally, this box shows the following:   The employee's investment in the contract (after-tax contributions), if any, recovered tax free this year; The part of premiums paid on commercial annuities or insurance contracts recovered tax free; or The nontaxable part of a charitable gift annuity. This box does not show any IRA contributions.

The distribution will be taxable if the taxpayer is below the required age of Required minimum distributions which starts at age 72.   Please see IRS ROTH IRA's Pub 590-B

This can occur if the return is not a fiscal year or if the beginning or ending dates are for the wrong year.   To verify that you have the correct dates, do the following: Go to form 1120, page 1. Verify the dates at the top of the form in the beginning, and ending fields.

Override today's date on the 1120 EF info sheet to 4/15 and set the ACH date for 04/15.

The amounts should be calculating from Part II Line 9 Carryover from both Carryover Worksheets provided in the return. Enter the NOL amount on Carryover worksheet line D - that will calculate to line 1120, line 29.

Those who do not use EFTPS must contact the IRS to get a specially printed copy of the form, because it is machine-readable, in accordance with page 4 of the Form 1120 instructions.

The SureFire software does not support form 1120-C - US Return for Cooperatives Associations. We apologize for the inconvenience.

If you open the Trial Balance Worksheet but make no entries, when you return to Form 1120S, all the entries that would be calculated on the Trial Balance Worksheet are changed to calculated (yellow) entries. To restore the calculated fields to non-calculated, delete the Trail Balance Sheet, and then close the tax return and reopen it.   Also, if you make some entries directly on Form 1120S and then open the Trial Balance Worksheet, when you reopen Form 1120S your manual entries will be red, like entries that have been marked as Estimates.   When there is manually entered data in an entry AND Trial Balance data transfers to the same entry, SureFire does two things:   SureFire allows the manually entered data to override the Trial Balance data. The entry is automatically marked as overridden. SureFire also flags the entry as an Estimate. The estimated status alerts you that there is a problem with the entry that prevents the form from being checked off as Complete.     The entry will appear estimated (red background). Press SHIFT+F3 to "un-estimate"" the entry. Then press SHIFT+F8 to allow the Trial Balance data to be transferred in. The entry should then look like a normal calculated entry (yellow text). The manually entered data will be lost.   We recommend that you complete the Trial Balance Worksheet before making income or deduction entries on Form 1120S.     Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base

According to page 24 of the IRS instructions for Form 1120, corporations with total assets of $10 million or more on the last day of the tax year must complete Schedule M-3, instead of Schedule M-1.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:La Forma 1120 Corporate / 1120-S Corporation, Schedule M-1, lnea 1 no est calculando en SureFire

If you open the Trial Balance Worksheet but make no entries, when you return to Form 1120S, all the entries that would be calculated on the Trial Balance Worksheet are changed to calculated (yellow) entries. To restore the calculated fields to non-calculated, delete the Trail Balance Sheet, and then close the tax return and reopen it. Also, if you make some entries directly on Form 1120S and then open the Trial Balance Worksheet when you reopen Form 1120S your manual entries will be red, like entries that have been marked as Estimates. When there is manually entered data in an entry AND Trial Balance data transfers to the same entry, Sure-Fire does two things:   Sure-Fire allows the manually entered data to override the Trial Balance data. The entry is automatically marked as overridden. Sure-Fire also flags the entry as an Estimate. The estimated status alerts you that there is a problem with the entry that prevents the form from being checked off as Complete.     The entry will appear estimated (red background). Press SHIFT+F3 to "un-estimate" the entry. Then press SHIFT+F8 to allow the Trial Balance data to be transferred in. The entry should then look like a normal calculated entry (yellow text). The manually entered data will be lost. We recommend that you complete the Trial Balance Worksheet before making income or deduction entries on Form 1120S.  

This is by design. Losses are not carried to page 1 of Form 1120, only gains. Losses are reported on page 4 of Form 1120, on line 3 of Sch M1.

Line 2- Form 1120, page 2, Schedule A, line 8 Line 4- Form 1120, page 2, Schedule C, line 19 Line 5- End of Year Trial Balance as taxable interest Line 8- Schedule D, line 14 Line 9- Form 4797, line 17 Line 12- Form 1120, page 2, Schedule E, line 4 Line 20- Form 4562, line 22 Line 26- Other Deductions Statement, Schedule F worksheet Line 31- Form 1120, page 3, Schedule J, line 11  

According to the IRS instructions   Line 6. Gross Rents Enter the gross amount received for the rental of property. Deduct expenses such as repairs, interest, taxes, and depreciation on the proper lines for deductions. A rental activity held by a closely held corporation or a personal service corporation may be subject to the passive activity loss rules.     Line 16. Rents If the corporation rented or leased avehicle, enter the total annual rent or leaseexpense paid or incurred during the year. Also, complete Part V of Form 4562. If thecorporation leased a vehicle for a term of30 days or more, the deduction for vehiclelease expense may have to be reduced byan amount includible in income called theinclusion amount.   Source:https://www.irs.gov/pub/irs-dft/i1120c--dft.pdf

Enter the Federal withholdings on Line 23a of 1120S page.1. In the case where a S-Corporation entity receives a 1099-B with backup withholdings, there is no other place to report this normally as Federal taxes paid during the year (backup/withholdings/estimated). The tax preparer can however report this amount on 1120S page 1, line 23a only when a taxpayer receives a 1099-B with backup withholdings.

Pass through income is entered on the form 1040 - add the K-1 Input sheet and add the income from the partnership or Scorp.

We do not support this worksheet - we base the calculation from the federal Bonus Depreciation / 179 Worksheet - the total state adjustment in the top section.

On Main Info you need to enter the Date of Death under Taxpayer Information in order for the 1310 to activate

To enter home office expenses on Form 2106   Open the return, and go to Schedule A (1040). Select line 20, and link that to line 4 of Form 2106 (the entry for the Business Use of Home worksheet). Complete all applicable information on the Business Use of Home worksheet.   Notes: Make sure if you enter home mortgage interest, real estate taxes, or casualty losses on lines 9-11, you also enter these amounts in full on Sch A. These items are used on Form 2106 only for limitation purposes.   Form 2106 is used only for employees. If you are self-employed, you should use Form 8829 for your office-in-home expenses. (This is linked from line 30 of Sch C (1040)).  

To enter home office expenses on Form 2106   Open the return, and go to Schedule A (1040). Go toline 8and link (F9) to Form 2106 Pg 1 - Employee Business Expenses Pg 1. Go to line 4 and link (F9) on the F9 business use of home worksheet field and link to the NEW Office Wkt - Employee Office In The Home Worksheet. Complete all applicable information on the Expenses for Business Use ofYourHome and Employeeworksheet.       Notes:   Make sure if you enter home mortgage interest, real estate taxes, or casualty losses on lines 9-11, you also enter these amounts in full on Sch A. These items are used on Form 2106 only for limitation purposes. Form 2106 is used only for employees. If you are self-employed, you should use Form 8829 for your office-in-home expenses. (This is linked from line 30 of Sch C (1040)).

For 2003 and later returns Go to Form 2210. At the top of the form, enter the date that the tax was paid or April 15th, whichever is earlier. Mark the appropriate box on lines A-F. Then the 2210 will calculate the penalty.   For 2002 and earlier returns Go to the Federal/State Estimated Tax Paid Worksheet. On the top section, under the due dates, you will see File/Pay. In this entry, you will need to enter the date that the return is filed or the tax was paid. The 2210, regular method, will not calculate without this information.

Mark either Business or Individual at the top of the form. If Individual is marked, make sure to indicate whether it is for the Taxpayer, Spouse, or Joint. Fill in all the applicable lines. Line 2 – Part I - calculates from the bottom of Page 2. On page 2, use column A for vehicles not used for logging, or Canadian or Mexican. Use column B for logging vehicles. If you are making a payment with Form 2290, fill out Form 2290-V, Payment Voucher, at the bottom of page 1. Even if you elect to pay the tax in installments, you must use Form 2290-V for your first installment payment due when you file Form 2290. You must list EVERY vehicle on Schedule 1, page 3.  

The information has to be entered separately on page 1 of Form 2441. This is due to a difference in the way the data is formatted for MeF and Legacy e-filing. For Legacy e-filing, the city, state, and ZIP code are stored in one field. For MeF e-filing, these items are stored as three separate fields.

The information has to be entered separately on page 1 of Form 2441. This is due to a difference in the way the data is formatted for MeF and Legacy e-filing. For Legacy e-filing, the city, state, and ZIP code are stored in one field. For MeF e-filing, these items are stored as three separate fields.     Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Forma 2441: La informacin del proveedor no se est calculando (SureFire 2015)

To do this, first fill in the name and address of each shareholder along with the number of shares held, the date acquired, SSN (Social Security Number) or EIN (Employer Identification Number), and the month and day the shareholder's tax year ends. To list additional shareholders, press CTRL+F10 to open the forms list, and then choose Duplicate Part 1 Shareholders (Dup Part 1).  

If you claim the foreign earned income exclusion, you dont qualify for the earned income credit for the year. Additional child tax credit.You cant take the additional child tax credit if you claim the foreign earned income exclusion.   Cannot take additional child tax credit     Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Forma 2555 o 2555 EZ: Si usted reclama Foreign earned income exclusin (exclusin de ingresos obtenidos en el extranjero), califica usted para EIC (Earned Income Credit) o ACTC (Additional Child Tax Credit) para ese ao fiscal?

To add this form, click add forms and type "2848""

The abbreviation for this form are POA. It is also found in the Miscellaneous package under form 2848.

Form 3115 will need to be completed in the Miscellaneous package and then mailed to one of the addresses listed in the form 3115 instructions depending on the option you are choosing. https://www.irs.gov/pub/irs-pdf/i3115.pdf   To open form 3115 in the Miscellaneous package do the following: On the main window of SureFire, select Change Package. Select the Miscellaneous Package, then click OK. Click Start a New Return. Enter the Tax payer SSN to start the return just as with the other packages. When the return opens, click Form add form. In the find field, enter 3115 and click Open.

Form 3800, page 3, line 1aa amount of is not flowing to page 1 because the calculation should be coming from form 5884-A, which SureFire does not support.   Form 5884-A will need to be manually completed then tax preparer will need to override the corresponding lines on the tax return and then paper file the return.

This portion of the form reflects only amounts from box 8 of Form W-2, not box 7. To include amounts from box 7, you must override the desired section of Form 4137.

At the very top of the Depreciation Worksheet, there is an option that says If a rental asset, select parent property. By selecting the first (A), second (B), or third (C) property here, the current year depreciation will carry to the corresponding column on the Schedule E from which you linked. When you are using a Part-Year worksheet, Form 4562 must be linked to the Part-Year worksheet instead of Schedule E. To correct this problem   On the Part-Year worksheet, link from line 20 to add Form 4562 to this worksheet.   Go to the Depreciation worksheet on the toggle tree, and right-click the name of the worksheet.   Select Change Parent form. The cursor will turn to a hand.   Select the form on the toggle tree to which you would like the depreciation to be transferred (this would be the Form 4562 that you added, and which is linked to the Part-Year worksheet).   Repeat step 4 for each depreciation worksheet.   Delete the old copy of Form 4562.   The depreciation will now be carried correctly. Note: If you are attempting to take a Section 179 deduction on an asset used in a rental property, see the IRS instructions for Form 4562. Section 179 property does NOT include property used mainly to furnish lodging or in connection with the furnishing of lodging. This excludes most rental property, so you cannot take a Section 179 deduction if the property is a rental property.  

The IRS requests that all other sale information be added together on the fourth line when there are more than four assets sold. You should use depreciation worksheets to enter the assets that were sold. When you use the worksheets, the last line's description should be ALL OTHERS, and the totals from depreciation worksheets that are not listed will be added on this line. All the information is calculated. If you would like a detailed list, the Depreciation Worksheet is printed as a Depreciation Detail Report, rather than as separate worksheets.   If you do not use Depreciation Worksheets, you need to override the fourth line and manually enter the information as described above.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:El Formulario 4797 permite solo cuatro propiedades vendidas

The property flowing to 4797 pg 2 part 3 has a gain and the other property flowing to pg 1 part 1 has a loss.

The IRS requests that all other sale information be added together on the fourth line when there are more than four assets sold. You should use depreciation worksheets to enter the assets that were sold. When you use the worksheets, the last line's description should be ALL OTHERS, and the totals from depreciation worksheets that are not listed will be added on this line. All the information is calculated. If you would like a detailed list, the Depreciation Worksheet is printed as a Depreciation Detail Report, rather than as separate worksheets. If you do not use Depreciation Worksheets, you need to override the fourth line and manually enter the information as described above.  

To get the extra time you must:   Properly estimate yourtax liability using the information available to you, Enter your total tax liability on line 4 of Form 4868, and File Form 4868 by the regular due date of your return.   Check here if using this form   If you are using this form, select the check box.   E-filing   Check Form 4868 without direct debit or Form 4868 with direct debit on the Main Information Sheet, in the PIN section.   Name information is transferred from the Main Information Sheet. Any changes to the name must be made on the Main Information Sheet. Do NOT override the name information on this form. If you select Form 4868 with ACH debit on the Main Information Sheet, you must fill in information on the ACH Ext (Direct Debit of Balance Due or Gift Tax) form.   Part II: Individual Income Tax Line 4   When you select the check box at the top of this form, SureFire overrides this field to lock in the amount so it won't change when you make changes to the return. SureFire calculates this amount from the form you are using in this return:   Form 1040, line 37   If you expect this estimate to be zero, enter zero. If you have not completed Forms 1040, 1040A, 1040EZ, 1040NR, or 1040NR-EZ, enter the estimated tax liability.   Line 5   When you select the check box at the top of this form, SureFire overrides this field to lock in the amount so it won't change when you make changes to the return. SureFire calculates this amount from the form you are using in this return:   Form 1040, line 33       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Forma 4868 - Application for Automatic Extension of Time To File U.S - en una declaracion 1040 en SureFire

According to the IRS instructions for Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return, there are three ways to requestan automatic 6-month extension::   You can file Form 4868 electronically by accessing IRS e-file using your home computer or by using a tax professional who uses e-file. You can pay all or part of your estimate of income tax due using a credit or debit card or by using the Electronic Federal Tax Payment System (EFTPS). You can file a paper Form 4868 and enclose payment of your estimate of tax due..

If the amount entered on line 54, this amount is deducted from line 52, which will leave the balance on line 54, the tax will be 50% of any remaining amount on line 54 (not the exemption amount) , therefore, if the exemption amount is zero, then the excess tax is the amount on line 54, which is 50% of the total. Please review the IRS instructions as follows:   If the amount entered on line 54, this amount is deducted from line 52, which will leave the balance on line 54, the tax will be 50% of any remaining amount on line 54 (not the exemption amount) , therefore, if the exemption amount is zero, then the excess tax is the amount on line 54, which is 50% of the total. Please review the IRS instructions as follows:   1. Complete lines 52 and 53 as instructed. 2. Enter RC and the amount of the shortfall you want waived in parentheses on the dotted line next to line 54. Subtract this amount from the total shortfall you figured without regard to the waiver, and enter the result on line 54.

Form 5471 is not supported in SureFire. You can complete and print form 5471 then paper file the return with the 5471 included. Here is a link to a pdf of the form on irs.gov. https://www.irs.gov/pub/irs-pdf/f5471.pdf

The Families First Coronavirus Response Act (FFCRA), as amended by the COVID-related Tax Relief Act of 2020, is intended to help the United States combat COVID-19 by providing small and midsize employers refundable tax credits that reimburse them, dollar-for-dollar, for the cost of providing paid sick and family leave wages to their employees for leave related to COVID-19. The FFCRA extends to self-employed individuals equivalent refundable tax credits against net income tax. These credits are equivalent to the amount of qualified sick leave wages or qualified family leave wages the self-employed individual could receive under the Emergency Paid Sick Leave Act or the Emergency Family and Medical Leave Expansion Act, two separate provisions of the FFCRA, if the individual were an employee of an employer (other than himself or herself). Use Form 7202 to figure the amount to claim for qualified sick and family leave equivalent credits under the FFCRA and attach it to your tax return. If you are filing a joint return, show the name of the spouse with self-employment income on Form 7202. If both spouses are eligible self-employed individuals, each must file a separate Form 7202.   NOTE:The Credits for Sick Leave and Family Leave for Certain Self-Employed Individuals has not been extended for tax year 2022 and the Form 7202 isnot available for 2022 tax returns.

According to a statement posted on the IRS Web site (www.irs.gov):Investors are no longer required to file Forms 8271, Investor Reporting of a Tax Shelter Registration Number, due after August 2, 2007. Form 8271 has been eliminated. Taxpayers required to file both Form 8886 and 8271 with respect to the same transaction need only report the registration number on Form 8886.

This can occur when you have entered a foreign donee's address on Form 8283. The IRS does not include addresses for foreign countries in the e-file specifications for this form. You must paper-file this return.

Go to Form 8379. Verify if thePart I, Line 9 - "No. Stop here. Do not file this form. You are not an injured spouse.""check box is selected. Note: This will stopthe Form 8379 from checking off in the Forms Tree.If you think that the Form 8379 should be filed

Form 8379 instructions, page 3 - says line 16 should be zero "Line 16. Personal exemptions are reduced to zero for tax years beginning after December 31

According tothe instructions for Form 8582:   Disposition of an Entire Interest If you disposed of your entire interest in a passive activity or a former passive activity to an unrelated person in a fully taxable transaction during the tax year, your losses allocable to the activity for the year are not limited by the PAL rules.   A fully taxable transaction is a transaction in which you recognize all realized gain or loss.   If you are using the installment method to report this kind of disposition, figure the loss for the current year that is not limited by the PAL rules by multiplying your overall loss (which does not include losses allowed in prior years) by the following fraction:   Gain recognized in the current year/Unrecognized gain as of the beginning of the current year

First, make sure the IRS rules do not require Form 3800 to be included for this particular client's return. If it is not required, complete the 8582CR wkt worksheet (Passive Activity Credit Worksheet). On the 8582CR wkt worksheet, make sure to complete the Description, Type, and Form entries, as well as at least one of the amount entries. This carries over to Form 8582CR (Passive Activity Credit Limitations), which shows the amount allowed. The data is then carried back over to Form 8586, and then to Form 1040, without involving Form 3800.

The box in red must be marked on form 1099R for any amounts to carry to Form 8606, line 7.

The box in red must be marked on form 1099R for any amounts to carry to Form 8606, line 7.             Additional Information:   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:La forma 8606 no calcula distribuciones de IRA.

Use Form 8606 to report:   Nondeductible contributions you made to traditional IRAs, Distributions from traditional, SEP, or SIMPLE IRAs, if you have ever made nondeductible contributions to traditional IRAs, Distributions from Roth IRAs, and Conversions from traditional, SEP, or SIMPLE IRAs to Roth IRAs. Part I: Nondeductible Contributions to Traditional IRAs and Distributions from Traditional, SEP, and SIMPLE IRAs Complete Part I only if one or more of the following apply:   Your client made nondeductible contributions to a traditional IRA for 2010. Your client received distributions from a traditional, SEP, or SIMPLE IRA in 2010 and made nondeductible contributions to a traditional IRA in 2010 or an earlier year. For this purpose, a distribution does not include a rollover, one-time distribution to fund an HSA, conversion, recharacterization, or return of certain contributions. Your client converted part, but not all, of a traditional, SEP, or SIMPLE IRA to a Roth IRA in 2010 (excluding any portion you recharacterized) and made nondeductible contributions to a traditional IRA in 2010 or an earlier year.   Fill in the IRA Worksheet and Forms 1099-R first. Then complete this form. Many entries will be calculated for you. Sure-Fire includes two Forms 8606: one for the taxpayer and one for the spouse. Be sure you select the correct form. Select the check box at the top of the form if you are filing this form by itself and not with your tax return. Part II: 2010 Conversions From Traditional, SEP, or SIMPLE IRAs to Roth IRAs Complete this part if the taxpayer converted part or all of their traditional, SEP, and SIMPLE IRAs to a Roth IRA in 2010 (excluding any portion the taxpayer recharacterized). Part III: Rollovers from Qualified Retirement Plans to Roth IRAs Complete this part if the taxpayer has rolled over part or all of their qualified retirement plan to a Roth IRA in 2010 (excluding recharacterizations). Part IV: Distribution from Roth IRAs Complete this part only if the taxpayer took a distribution from a Roth IRA in 2010. For this purpose, a distribution does not include a rollover, a one-time distribution to fund an HSA, recharacterization, or return of certain contributions. See the IRS form instructions for more information.

According to the IRS guidelines for Form 8615, any income not considered earned income (as defined on page 2 of the instructions for Form 8615), is considered investment income for purposes of this form. Unemployment income is not defined as earned income in the instructions.   Unearned Income Unearned income is generally all income other than salaries, wages, and other amounts received as pay for work actually performed (earned income). It includes taxable interest, dividends, capital gains (including capital gain distributions), rents, royalties, pension and annuity income, taxable scholarship and fellowship grants not reported on Form W-2, unemployment compensation, alimony, the taxable part of social security and pension payments, and income other than earned income) received as the beneficiary of a trust.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:La forma 8615 calcula el ingreso por desempleo

It is important for the tax preparer to verify that the form is completed correctly and that the Taxpayer(s) qualify for the credit This issue will occur if the user mark box 13 on Form 8812, page as "Neither a or b apply"" To fix the issue

The child must be under age 19, or under age 24 if a full-time student. A child born on January 1 is considered to be age 19 at the end of the tax year. Do not use Form 8814 for a child who turned 19 on January 1.

The child must be under age 19, or under age 24 if a full-time student. A child born on January 1 is considered to be age 19 at the end of the tax year. Do not use Form 8814 for a child who turned 19 on January 1.     Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Requerimientos de edad para la forma 8814

This can occur when the FMV of the like-kind property received was not entered.   To resolve, do the following: Go to form 8824. Select page 2. On line 16, enter the FMV of the like-kind property received. Click Save.

First, fill in all the appropriate information in Parts I and II. Lines 9 and 10 - If lines 9 and 10 are both No, and this is the year of the exchange, go to Part III. If both Lines 9 and 10 are No and this is not the year of the exchange, stop here. If either 9 or 10 are Yes, complete Part III and report on this year's tax return the deferred gain or (loss) from line 24, unless one of the exceptions on line 11 applies. If box 11c is marked, you must press F9 to attach an explanation. Complete line 12 through 14 of Part III if the property was NOT like-kind, otherwise go to line 15. Information from this form will transfer to Schedule D or Form 4797, whichever you choose. Mark boxes on lines 14 and 22 for amounts to flow to appropriate forms.

First, fill in all the appropriate information in Parts I and II.   Lines 9 and 10 - If lines 9 and 10 are both No, and this is the year of the exchange, go to Part III. If both Lines 9 and 10 are No and this is not the year of the exchange, stop here. If either 9 or 10 are Yes, complete Part III and report on this year's tax return the deferred gain or (loss) from line 24, unless one of the exceptions on line 11 applies.   If box 11c is marked, you must press F9 to attach an explanation.   Complete line 12 through 14 of Part III if the property was NOT like-kind, otherwise go to line 15. Information from this form will transfer to Schedule D or Form 4797, whichever you choose.   Mark boxes on lines 14 and 22 for amounts to flow to appropriate forms.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Forma 8824: Enviando la informacin de las lneas 14 y 22 para corregir formas.

This form has space to list up to 8 rental properties (4 on page 1 and 4 on page 2).   For depreciation, on line 14, press F9 to link to Form 4562; then, on line 6a ofForm 4562, press F9 again to get to the Depreciation Worksheet. Be sure to indicate on the Depreciation Worksheet the property (A, B, C, or D) for which the worksheet is intended.   Amortization from Form 4562 is transferred to line 15 as an "other"" expense. Press F9 from the last line under ""other"" to Form 4562 for amounts to be carried back to this line properly.   Note: Page 2 may be copied to list more properties if needed (just like Schedule E Duplicate in the 1040 package) by pressing SHIFT+F10.   The totals for page 2 will be carried over to page 1.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base

This form has space to list up to 8 rental properties (4 on page 1 and 4 on page 2). For depreciation, on line 14, press F9 to link to Form 4562; then, on line 6a of Form 4562, press F9 again to get to the Depreciation Worksheet. Be sure to indicate on the Depreciation Worksheet the property (A, B, C, or D) for which the worksheet is intended. Amortization from Form 4562 is transferred to line 15 as an "other" expense. Press F9 from the last line under "other" to Form 4562 in order for amounts to be carried back to this line properly. Page 2 This form has space to list up to 8 rental properties (4 on page 1 and 4 on page 2). For depreciation, on line 14, press F9 to link to Form 4562; then on line 6a of Form 4562 press F9 again to get to the Depreciation Worksheet. Be sure to indicate on the Depreciation Worksheet the property (A, B, C, or D) for which the worksheet is intended. Amortization from Form 4562 is transferred to line 15 as an "other" expense. Press F9 from the last line under "other" to Form 4562 in order for amounts to be carried back to this line properly. Page 2 may be copied to list more properties if needed (just like Schedule E Duplicate in the 1040 package) by pressing SHIFT+F10. The totals for page 2 will be carried over to page 1.

The IRS will mail a package to the taxpayer containing Form 8836 and instructions for filing that form. Advise the taxpayer to either complete that form or bring it to you (the tax preparer) for completion when he or she receives the package. When the form is completed, mail it to the IRS using the instructions in the package.

Credit is non-refundable, will only be used to reduce taxes payable, if no taxes, credit will not be used   Line 7 If you were under age 24 at the end of 2018 and the conditions listed below apply to you, you cannot claim any part of the American opportunity credit as a refundable credit on your tax return. Instead, you can claim your allowed credit, figured in Part II, only as a nonrefundable credit to reduce your tax. You don't qualify for a refundable American opportunity credit if 1 (a, b, or c), 2, and 3 below apply to you. 1. You were: a. Under age 18 at the end of 2018, or b. Age 18 at the end of 2018 and your earned income (defined later) was less than one-half of your support (defined later), or c. Over age 18 and under age 24 at the end of 2018 and a full-time student (defined later) and your earned income (defined later) was less than one-half of your support (defined later). 2. At least one of your parents was alive at the end of 2018. 3. You're not filing a joint return for 2018. If you meet these conditions, check the box next to line 7, skip line 8, and enter the amount from line 7 on line 9. If these conditions don't apply to you, complete line 8. You can answer the following questions to determine whether you qualify for a refundable American opportunity credit. 1. Were you under age 24 at the end of 2018? TIP CAUTION ! If no, stop here; you do qualify to claim part of the allowable American opportunity credit as a refundable credit. If yes, go to question 2. 2. Were you over age 18 at the end of 2018? If yes, go to question 3. If no, go to question 4. 3. Were you a full-time student (defined later) for 2018? If no, stop here; you do qualify to claim part of your allowable American opportunity credit as a refundable credit. If yes, go to question 5. 4. Were you age 18 at the end of 2018? If yes, go to question 5. If no, go to question 6. 5. Was your earned income (defined later) less than one-half of your support (defined later) for 2018? If no, stop here; you do qualify to claim part of your allowable American opportunity credit as a refundable credit. If yes, go to question 6. 6. Were either of your parents alive at the end of 2018? If no, stop here; you do qualify to claim part of your allowable American opportunity credit as a refundable credit. If yes, go to question 7. 7. Are you filing a joint return for 2018? If no, you don't qualify to claim part of your allowable American opportunity credit as a refundable credit. If yes, you do qualify to claim part of your allowable American opportunity credit as a refundable credit. The educational institution's EIN must be provided on line 22(4) if the American opportunity credit is claimed for this student

8863 pg 2 must be completed before the information on pg 1 will populate.

This problem occurs when you have not entered your Preparer information. Form 8867 is required only for paid preparers.

The program includes Form 8867 - Paid Preparer's Earned Income Credit Checklist to help the preparer determine if a taxpayer is eligible for the EIC. Paid preparers of Federal income tax returns or claims for refund involving the earned income credit (EIC) must meet the due diligence requirements in determining if the taxpayer is eligible for, and the amount of, the EIC. Failure to do so could result in a $100 penalty for each failure. See Internal Revenue Code section 6695(g).   Due Diligence Requirements. You will meet the due diligence requirements if all four of the following apply.   You complete Form 8867 (or your own form as long as it provides the same information as Form 8867). You complete the EIC worksheet(s) in the Form 1040 instructions, or in Pub. 596 (or your own worksheet(s) as long as it provides the same information as the 1040or Pub. 596 worksheet(s)). You have no knowledge that any of the information used to determine if the taxpayer is eligible for, and the amount of, the EIC is incorrect. You keep the following information for 3 years*: Form 8867 (or your own form), The EIC worksheet(s) (or your own worksheet(s), and A record of how, when, and from whom the information used to prepare the form and worksheet(s) was obtained.       Document Retention To meet the due diligence requirements for returns or claims for refund claiming the EIC, the CTC/ACTC/ODC, the AOTC, and/or HOH filing status, you must keep all of the following records.   A copy of Form 8867. The applicable worksheet(s) or your own worksheet(s) for any credits that are claimed that are specified in Due Diligence Requirements, earlier. Copies of any documents provided by the taxpayer on which you relied to determine the taxpayers eligibility for the credit(s) and/or HOH filing status and to figure the amount(s) of the credit(s) claimed. A record of how, when, and from whom the information used to prepare Form 8867 and the applicable worksheet(s) was obtained. A record of any additional information you relied upon, including questions you asked and the taxpayers responses, to determine the taxpayers eligibility for the credit(s) and/or HOH filing status and to figure the amount(s) of the credit(s). You must keep those records for 3 years from the latest of the following dates. The due date of the tax return (not including extensions). The date the return was filed (if you are a signing tax return preparer electronically filing the return). The date the return was presented to the taxpayer for signature (if you are a signing tax return preparer not electronically filing the return). The date you submitted to the signing tax return preparer the part of the return for which you were responsible (if you are a nonsigning tax return preparer).   These records may be kept on paper or electronically in the manner described in Rev. Proc. 97-22 (or later update).

For Form 1040, the ERO name show on Form 8879 as the signature. See the note below from IRS Publication 1345:   EROs may sign Forms 8879 and 8878 by rubber stamp, mechanical device (such as signature pen) or computer software program as described in Notice 2007-79.   For Form 1041, the ERO name shows on Form 8879 as the signature. See the note below from IRS Publication 1437:   If the return is prepared by the ERO that originates the electronic submission of the tax return, the ERO is required to input a PIN as a signature in the Authentication Record of the electronic return in the location designated for the ERO EFIN/PIN. If the return was prepared by someone other than the ERO that originates the electronic submission, the ERO must ensure that the electronic record contains the return preparer’s identifying information (i.e. name, address, and SSN or PTIN). By entering a PIN in the location designated for the ERO’s EFIN/PIN in the electronic record, the ERO attests that the return preparer manually signed the paper copy of the return and that the electronic return contains tax information identical to that contained in the paper return.   For Forms 1120, 1120S, 1120F, 1120-POL, 1065, 1065-B, 990, 990-EZ, 990-PF, 8868, 720, 2290,  8849, and their associated 8879s, the ERO name does not show in the return as the signature. See the note below from IRS Publication 4163:   The ERO must sign and complete the requested information in the “Declaration of Electronic Return Originator [ERO]” section after thoroughly reading the declaration. An ERO may authorize members of its firm or designate employees to sign for the ERO, but the ERO is still responsible for all electronically filed returns originated by its firm. EROs do not have to disclose their Employer Identification Number (EIN) or Social Security Number (SSN) on the copies they provide to taxpayers.   Since anyone may sign Form 8879 for these return types and we cannot know who is actually signing Form 8879, the ERO name is not shown on Form 8879 as the signature.

For Form 1040, the ERO name show on Form 8879 as the signature. See the note below from IRS Publication 1345:   EROs may sign Forms 8879 and 8878 by rubber stamp, mechanical device (such as signature pen) or computer software program as described in Notice 2007-79.   For Form 1041, See the note below from IRS Publication 1437:   If the return is prepared by the ERO that originates the electronic submission of the tax return, the ERO is required to input a PIN as a signature in the Authentication Record of the electronic return in the location designated for the ERO EFIN/PIN. If the return was prepared by someone other than the ERO that originates the electronic submission, the ERO must ensure that the electronic record contains the return preparers identifying information (i.e. name, address, and SSN or PTIN).   By entering a PIN in the location designated for the EROs EFIN/PIN in the electronic record, the ERO attests that the return preparer manually signed the paper copy of the return and that the electronic return contains tax information identical to that contained in the paper return.   For Forms 1120, 1120S, 1120F, 1120-POL, 1065, 1065-B, 990, 990-EZ, 990-PF, 8868, 720, 2290, 8849, and their associated 8879s, the ERO name does not show in the return as the signature. See the note below from IRS Publication 4163:   The ERO must sign and complete the requested information in the Declaration of Electronic Return Originator [ERO] section after thoroughly reading the declaration. An ERO may authorize members of its firm or designate employees to sign for the ERO, but the ERO is still responsible for all electronically filed returns originated by its firm. EROs do not have to disclose their Employer Identification Number (EIN) or Social Security Number (SSN) on the copies they provide to taxpayers.   Since anyone may sign Form 8879 for these return types and we cannot know who is actually signing Form 8879, the ERO name is not shown on Form 8879 as the signature.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Formulario 8879: Firmas de ERO que se transfieren al formulario

If the taxpayer seems to qualify for the Retirement Savings Contributions Credit, Sure-Fire automatically loads and calculates this form. However, there is one question on the form that needs to be answered, and thus is highlighted in red: whether the taxpayer or spouse was a full-time student. Once this question is answered, Sure-Fire will determine if the taxpayer qualifies for the credit and, if so, it will then calculate the credit for you.  

If the taxpayer seems to qualify for the Retirement Savings Contributions Credit, SureFire automatically loads and calculates this form.   However, there is one question on the form that needs to be answered, and thus is highlighted in red: whether the taxpayer or spouse was a full-time student. Once this question is answered, SureFire will determine if the taxpayer qualifies for the credit and, if so, it will then calculate the credit for you.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Aadir la forma 8880 a la declaracin de impuestos usando SureFire

Form 8903 is to be completed by partners and S corporation shareholders from information provided by the partnership or S corporation. Partnerships and S corporations do not complete this form for filing with their tax returns.   For partnership or S corporation returns, enter amounts related to form 8903 on: Line 13d, Sch K (Form 1065) - Other Deductions worksheet for form 1065, or Lhe Line 12d, Sch K (Form 1120S) - Other Deductions worksheet for Form 1120S.   These amounts will flow to: Page 1, Part III, line 13 of Schedule K-1 (Form 1065), or Part III, line 12 of Schedule K-1 (Form 1120S)   This information is then used by a partner or shareholder to complete form 8903 in his or her individual tax return.   For more information, refer to the IRS instructions for Form 8903.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Formulario 8903, lneas 8 y 9 que no fluyen al Schedule K1 (1065/1120S) en SureFire.

When the vehicle purchased is a 4 wheeled vehicle, according to Form instructions: "If the vehicle has at least four wheels

Form 8938 is available in the 1040 module. A continuation sheet can be added by clicking the Add Form/Display Form List (Ctrl+F10) tab. Type 8938 in the Look for box, select page 3 of the form and click the Open button or the Enter key on your keyboard. Multiple copies of 8938, page 3 can be made by clicking the Copy 8938 Pg (Shift+F10) tab or right clicking 8938 Pg 3 in the forms tree and selecting Copy 8938 Pg.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Formulario 8938 en el mdulo 1040

How To Claim the Credit   Eligible employers claim the tax credit on the employers annual income tax return, with an attached Form 8941, Credit for Small Employer Health Insurance Premiums, showing the calculation of the credit. A tax-exemptemployer claims the credit by filing Form 990-T, Exempt Organization Business Income Tax Return, with an attached Form 8941 showing the calculation of the claimed credit. The credit cannot be claimed if the employer has no taxable income or AMT liability for the year, and it cannot reduce employment taxes (i.e., withheld income tax, Social Security tax, and Medicare tax). However, any unused 2010 credit can be carried back five years or forward up to 20 years. For other years, normal carryback and carry forward rules apply.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Forma 8941, Credit for Small Employer Health Insurance Premiums (Crdito para primas de seguro mdico para pequeos negocios)

To prevent the loss from showing as a carryforward loss do the following: Go to the capital gain worksheet "Gap Gain Wkt"" and in column f enter ""L"" and the amount of non deductible loss as a a positive adjustment on column g.   https://www.irs.gov/pub/irs-pdf/i1040sd.pdf

If using the Capital Gain/Loss Transactions Worksheet you don't need to manually load the first copy of any 8949. The only time you would need to duplicate a page is if you have more transactions of any one type than the form allows. If you are not using the Capital Gain/Loss Transaction Worksheet, you must manually load the correct page of Form 8949 for the type of transaction you are entering.   Note: Press Shift+F10 to duplicate this form as needed.   For more information on how to complete this column, refer to the topic.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:En la Forma 8949 Cmo reportar Sales and Other Dispositions of Capital Assets en las Pginas 1A, 1B y 1C?

Here is the link to the IRS pdf instructions for the 8962: http://www.irs.gov/pub/irs-pdf/i8962.pdf   Complete Form 8962 only for health insurance coverage in a qualified health plan purchased through a Health Insurance Marketplace. This includes a qualified healthplan purchased on healthcare.gov or through a State Marketplace.   You will need Form 1095-A, Health Insurance Marketplace Statement, to complete Form 8962. The Marketplace is required to provide or send Form 1095-A to the tax filer(s) identified in the enrollment application by January 31, 2015. If you are the taxfiler expecting to receive Form 1095-A for a qualified health plan and you do not receive it by early February, contact the Marketplace. Under certain circumstances, for example in the case of a divorce during the year, the Marketplace will provide Form 1095-A to one taxpayer, but another taxpayer will also need the information from that form to complete Form 8962. The recipient of Form 1095-A should provide a copy to other taxpayers as needed. You must file Form 8962 with your income tax return (Form1040, Form 1040A, or Form 1040NR) if any of the following apply to you. You are taking the PTC APTC was paid for you or another individual in your tax family. APTC was paid for an individual (including you) for whom you told the Marketplace you would claim a personal exemption and neither you nor anyone else claims a personal exemption for that individual.

On Form 8962 - You cannot complete page 1, line 11 and also complete lines 12-23. You can either put the totals for all the months on line 11 or you enter the months from 1-12 on lines 12-23, but you cannot complete both.

According to the IRS instructions for form 8962, page 16 You will allocate between you and your former spouse the total enrollment premiums, the applicable SLCSP premium, and APTC for coverage under the plan during the months you were married. You will find these amounts on your Form(s) 1095-A, Part III, columns A, B, and C, respectively. You and your former spouse may agree to allocate any percentage (from zero percent to one hundred percent) of these amounts to one of you (with the remainder allocated to the other), but you must allocate all three amounts using the same percentage. If you do not agree on a percentage, you and your former spouse must allocate 50% of each of these amounts to you and 50% of each to your former spouse. Policy amounts allocated 100%. If 100% of policy amounts are allocated to you, check Yes on line 9 and complete Part IV by entering 100 in the appropriate box(es) for your allocation percentage. If 0% of the policy amounts are allocated to you, complete Part IV by entering -0- in the appropriate box(es) for your allocation percentage.   Example: Keith and Stephanie are married at the beginning of 2020 and have three children, Ben, Grace, and Max. In January, Keith enrolls Ben, Grace, and Max in a qualified health plan beginning in January. Keith and Stephanie divorce in July. The children become eligible for and enroll in government-sponsored health coverage and disenroll from the qualified health plan, effective August 1. According to Table 3, Keith and Stephanie follow the rules under Allocation Situation 1. Taxpayers divorced or legally separated in 2020

SureFire automatically generates form 8995 when there is an amount on Sch 1 Pg 1 Qualifying Business Income information section Line 1a.

This issue was reported and fixed within the program. In case needed the workaround for this issue is:   On line 24 line (e) All Other Expenses lines B, C, and D override those lines to the correct number. That is the line that is doubling, it is adding the lines a, b, c, d above twice.

This is by design, following IRS instructions. The relevant information can be found on page 10 of the Form 990 instructions, or page 22 of the Form 990-EZ instructions:   The paid preparer must enter the preparer ’s identifying number and the firm’s EIN only if filing Form 990 for a section 4947(a)(1) nonexempt charitable trust that is not filing Form 1041, U.S. Income Tax Return for Estates and Trusts. The preparer’s identifying number is the preparer’s taxpayer identification number (PTIN) if obtained, or the preparer’s social security number (SSN).  

According to the Connecticut instructions for form CT 1065:   Do not complete Part I, Schedule A and Schedule B, for members who are: Resident noncorporate members; or Corporate members. Therefore, only nonresident or part-year individual (NI), nonresident or part-year trust (NT), nonresident estate (NE), or pass-through entity (PE) member types apply. Additional Information Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Formulario CT 1065, Parte I, Sch B, lneas 1-11 no calculadan en una declaracin de impuestos de Connecticut 1065 en o SureFire.

Go to the Form DC 1099G and add the State ID Number.

This has been resolved with an update for Idaho State Individual Module V3.0 that was released on 02-21-2023. Please update module.

Instructions for Schedule K-1 (Form 1120-S) (2019), Page 18 Code C. Nondeductible expenses. The nondeductible expenses paid or incurred by the corporation aren't deductible on your tax return. Generally, you must decrease the basis of your stock by this amount.

Go to Form K1 P/S Pg 1. Enter the letter P if the K-1 is from a partnership. Type the letter S if the K-1 is from an S corporation. Select the File menu, Save Return.     Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Formulario K1 P/S Pg 1, Lnea 14a - Las ganancias netas del monto del trabajo por cuenta propia no fluyen al Formulario Sch SE, Parte I, Lnea 2 para una declaracin de impuestos 1040 en SureFire.

To get the Kentucky Part III:Lifetime Learning Credit to display, do the following: The ERO/Preparer will need to override the Qualified expenses amounts on the Form KY 8863-K, Pg. 2 Next,print a second Form KY 8863-K, Pg. 2 after making changes to add the 3rd qualifying student. Note: You will have to paper file the return.

This is a known reported issue that has now been resolved with State Module MA V4 that was released on 02/15/2023.   Please update state module.

Response: MI 8453 instructions says you do not need this form for electronic filing if you are filing a federal return. You will only need this form if you paper or if you e-filing a paper copy of the return Signing Your Unlinked (Standalone) Electronic Return Form MI-8453 is the declaration and signature document for a State and/or City of Detroit unlinked (standalone) return. If you e-file your federal and Michigan returns, Michigan will accept the federal signature (PIN). If you e-file a State and/or City of Detroit unlinked (standalone) return the Electronic Signature Alternative (ESA) or paper Form MI-8453 must be used to sign your return. If you use the ESA to sign your return, you do not need to complete Form MI-8453.

Line 29 is grabbing the information from the Federal K-1 but doesnt have the option for when the amount for the state is different, Line 29 will have to be overriden to the amount shown on the NJ Sch K-1.

The allocation % of 1.00 is correct for the 100%. However, on the Form NY IT 229 page 2, the amount in column G must be less then line 10 for the credit to calculate. NY instructions for Form NY IT 229: https://www.tax.ny.gov/forms/current-forms/it/it229i.htm

The OR 40, page 3, line 36 calculation is based off of the information entered by the tax preparer at the bottom of page 3 in the Surplus Credit (Kicker) Worksheet.

Go to line 6a on form 1040, page 1. Right-click and link to the 1040 Wkt 1. Enter Social Security benefits and Social Security equivalent railroad retirement benefits from RRB-1099. SureFire calculates the taxable amount, if any.               Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo ingresar la Forma RRB-1099 en una declaracin de impuestos 1040 (SureFire 2015)?

In most cases, the distribution reported on the RRB-1099-R can be entered on the 1099-R form in SureFire. However, there may be some information for which there is no place on the 1099-R. For instance, if there is an amount in Box 8-Repayment, refer to the IRS instructions, and also to help provided by the RRB at a nearby office or on the Internet at www.rrb.gov.   First, place an "X"" in the box at the top of the 1099-R form in SureFire to indicate if the Form RRB-1099-R is for the taxpayer or spouse. Then

Go to theForm Sch K1. Remove the Xfromthe box under the Part II: Direct Allocation of Distributable Items section, then the Ordinary business income (loss) populates on Line 1. Click File menu, then selectSave Return.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:La Forma Sch K1, Parte III, lnea 1 no est calculando o mostrando las prdidas en el ingreso de negocio (Business Income Loss) en una declaracin de impuestos 1065 en SureFire

Per SureFire Help (F1) for Form Schedule D - Capital Gain and Losses, Page 2, Part III: Summary. Line 19 - Unrecaptured section 1250 gain. If line 17 is Yes, SureFire calculates the amount of un-recaptured section 1250 gain from Form 4797, K-1 Worksheets, Form 2439, and the Schedule B Dividends Statement.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Formulario Schedule D, Pg2, lnea 19 que no calcula la ganancia no recapturada de la seccin 1250 del Formulario Schedule B declaracin de dividendos en SureFire.

Go to the 990 Pg 8. Go to Line 3 - Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes

SureFire calculates boxes 3, 4, 5, and 6. If the calculations do not match the client's printed W-2, please select the check box in the top section of this form labeled "Check to take calculations off of lines 3

The form W2-PR is for reporting Puerto Rico in a Form 1040-PR. Remove the form and add the correct Form W-2 to the return. Residents ofPuerto Ricowho are not required to file a U.S. income tax return generally must file Form1040-PR(Spanish Form) or Form1040-SS(English Form) to report self-employment income derived from a trade or business inPuerto Ricoand if necessary, pay self-employment tax toPuerto Ricoon that income.

This occurs because, as Puerto Rico is not a state, income derived there is not taxable by the IRS. If the taxpayer is a US resident with income from Puerto Rico, make sure you answer the question Are you excluding Puerto Rico income from this tax return? correctly. Although Puerto Rico income is not taxable, it must be added back when figuring the modified AGI for some credit limits. Sure-Fire handles those calculations for you. If the taxpayer is a Puerto Rico resident who is filing for extra benefits and credits from the US Government, you would mark the 1040PR check box at the top of the Main Info page. Form W2PR is then used, and it will be checked off. Any normal US forms are not checked, because they would not apply in the event that Form 1040PR is the correct form to file. Note: There is no way to file both Form 1040 and Form 1040PR. Additional information on Bona Fide Residents of Puerto Rico can be found at: http://www.irs.gov/pub/irs-pdf/p1321.pdf

Be sure to attach completed forms or schedules for the lines as listed below: Line 5 - Sch D Line 6 - Form 4797 Line 14 - Form 4562 Line 23e - Form 2439 Line 23f - Form 4136   Notes: A scratch pad may be linked to any amount field. Form 1120H is located in the Miscellaneous Package.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Formularios y Schedules requeridos para ciertas entradas en el 1120H

Some states are now using scannable forms. Because of this, certain forms may not have the lines exactly as they are on the version publicly available on the Web site. For scannable forms, the IRS and state taxing agencies want all computer-generated forms to be printed in a specified way. Some forms also may also contain a bar code or scanband. All forms are approved by the IRS or the appropriate state before they are released to be printed from our software.

For EIC, a person is your foster child if the child is placed with you by an authorized placement agency or by judgment, decree, or other order of any court of competent jurisdiction.   An authorized placement agency includes a state or local government agency. It also includes a tax-exempt organization licensed by a state. In addition, it includes an Indian tribal government or an organization authorized by an Indian tribal government to place Indian children.  

Country in namespace http://www.ftb.ca.gov/efile."""

Go to the Main Information page and enter the Preparer City and State in the preparer section.

This is was fixed in Georgia Business Module Version 3.0.

This issue was fixed in Georgia Business Module Version 3.0. Please verify you have the latest modules installed.

This issue was fixed in Version 3 of the NM Individual Module.

Georgia allows a credit for tax paid to another state on income taxable to Georgia and the other state. If the resident state did not include the Georgia wages in the taxable income then Georgia will not provide a credit for all of the taxes paid on the wages.

Type of Income Enter on this form in SureFire W-2 W-2 W-2G (Gambling) W-2G W-2GU (Guam W-2) W-2GU Income from Foreign Employer with no EIN and not reported on W2 FEC (Foreign Employer Compensation) K-1 K-1 P/S (Partnership/S Corp) or K-1 E/T (Estates and Trusts) 1099-R Form 1099-R CSA 1099-R Form 1099-R RRB 1099-R Form 1099-R Substitute 1099-R (Form 4852) F9 on Payer's ID entry of new, blank 1099-R Unemployment compensation, Repayment, Withholding 1099-G Tips not on W-2 Form 4137 Scholarship not on W-2 1040 Wkt 1 Household Employee income not on W-2 1040 Wkt 1 1099-B Stocks, bonds, (box 2) Schedule D or Capital Gain/Loss Worksheet (F9 on Schedule D to open) 1099-DIV Dividends Schedule B or Dividend Statement (F9 in Dividend section on Schedule B to open statement) 1099-INT Interest Income Schedule B or Interest Statement (F9 on Schedule B to open statement) 1099-OID Schedule B: Interest Statement 1099-SSA 1040 Wkt 1     1099-Miscellaneous Link to 1099-Misc from the followinglines:   RentsF9 on Schedule E, line 3   RoyaltiesF9 on Schedule E, line 4   PrizesF9 on Form 1040, line 21   Fish BoatF9 on Sch. C or CEZ, line 1   Medical PaymentsF9 on Sch. C or CEZ, line 1   Non-emp Compensation (If self-employed)F9 on Sch. C or CEZ, line 1   Non-emp Compensation (If hobby) F9 on Form 1040, line 21 to 1040 Wkt 7 then F9 from line 2   Substitute PaymentsF9 on Form 1040, line 21 to 1040 Wkt 7 then F9 from line 2     Crop Insurance F9 on Sch. F, line 8a 1099-MSA Form 8853 Taxable State Refund F9 on 1040, line 10 for worksheet Social Security/RR Tier 1 1040 Wkt 1; carries to 1040 line 20a Lump Sum SS/RRT 1040 Wkt 1; F9 for prior year worksheet Sale of Home Sch D Wkt 2 (bottom) Adjustments to Income Enter on this form in SureFire Educator Expenses 1040 Wkt 2 IRA Contributions IRA Worksheet Student Loan Interest Paid 1040 Wkt 2 Tuition Fees as AGI Deduction 1040 Wkt 2 Health Savings Acct Contribution/ Distribution Form 8889 Moving Expense Form 3903 Self-Emp Tax Calculated by SureFire on Sch. SE Self-Emp Health Ins. F9 on Form 1040, line 28 for worksheet SE SEP, SIMPLE and Qualified Plans F9 on Form 1040, line 32 for wkt Penalty on Early Withdra       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Gua para ingresar la informacin en una forma 1040 (2014)

The IRS recommends the following actions regarding Form 8863 and Letter 12C:   If your client has received a Letter 12C related only to issues surrounding Form 8863, Questions 25-26 and has already responded to that letter, no further action is necessary at this time. If your client has received a Letter 12C related only to issues surrounding Form 8863, Questions 25-26 and has not yet responded to that letter, no further action or response is necessary at this time. If your client has not received a Letter 12C, no further action is necessary at this time.   Please note:   If your client has received a Letter 12C related to issues surrounding Form 8863, Questions 25-26 as well as other issues, your client should respond to that letter. If your client has received a Letter 12C concerning any issue not related to Form 8863, your client needs to respond to that letter.   We are working closely with the IRS to resolve these issues and ensure your clients' returns are processed as quickly as possible. While the IRS is taking special steps to help impacted taxpayers and is working aggressively to address this situation, it may take 4-6 weeks from this date to issue refunds to affected taxpayers. Remind your clients they can check "Where's My Refund?" on IRS.gov to track the status of their refund. "Where's My Refund?" is updated nightly, so clients only need to check the site once per day.  

Go to line 29 of the 1120 Pg 1, link to the Current-Year NOL Carryover Worksheet.   If this is the first year, complete Part I, lines B and C. If this is not the first year, complete lines B, C, and possibly D2.   Complete the Current Year NOL Carryover Worksheet with the percentage, which is to be used each following year.   Complete an Election Explanations form, stating why it is a restricted NOL and how the percent was reached. In order to add the Election Explanations form, select the Add/Display Forms List tab. Type election in the Look For box. Next, open the Election and Regulation Explanations and enter the information. This will check the form off in the Form Tree and be included in the e-file.   Complete the Election and Regulation Explanations form each year that the restricted loss carries forward.   Note: When preparing Form 1120S or 1065, any NOL will go to the K-1s and therefore to the Shareholders or Partners. Therefore, this solution applies only to Form 1120.  

Go to line 29 of the 1120 Pg 1, link to the Current-Year NOL Carryover Worksheet.   If this is the first year, complete Part I, lines B and C. If this is not the first year, complete lines B, C, and possibly D2. Complete the Current Year NOL Carryover Worksheet with the percentage, which is to be used each following year. Complete an Election Explanations form, stating why it is a restricted NOL and how the percent was reached. In order to add the Election Explanations form, select the Add/Display Forms List tab. Type election in the Look For box. Next, open the Election and Regulation Explanations and enter the information. This will check the form off in the Form Tree and be included in the e-file. Complete the Election and Regulation Explanations form each year that the restricted loss carries forward.       Note: When preparing Form 1120S or 1065, any NOL will go to the K-1s and therefore to the Shareholders or Partners. Therefore, this solution applies only to Form 1120.

Common Characteristics of Possible Fraud: 1. Withholding is approximately 25% of the income.   Example: Box 1 is 32,000.00 Box 2 is 8,000.00   2. W-2s look legitimate, but there are typos 3. All are typed -- may even look computer-generated. 4. Filing status is usually Single - but may be HH. 5. Employer names and EINs are always legitimate. 6. These employer names and EINs have been used fraudulently   Dallas County Hospital District AAA of TX LLC Dallas Market Center Pacific West Management LTD Financial Stein Mart (Jacksonville, FL)     7. Taxpayer address on W-2 does not match the address on Driver's License or ID 8. The taxpayer will offer a phone number to verify employment What to do:   Consider any W-2 on which the withhold seems excessively high to be suspicious. Be sure to record the taxpayer's address from the Driver's license. If a copy machine is available, make a copy of the Driver's License and Social Security Card. Do not alert the taxpayer that you are suspicious. Complete the return in the normal manner. Write down the phone number for employer verification that the customer gives you. You may call and verify while the client is there. Do not put the return in for processing. Give it to your office manager or owner.    

Common Characteristics of Possible Fraud:   Withholding is approximately 25% of the income. Example: Box 1 is 32,000.00 Box 2 is 8,000.00 W-2s look legitimate, but there are typos. All are typed -- may even look computer generated. Filing status is usually Single - but may be HH. Employer names and EINs are always legitimate. These employer names and EINs have been used fraudulently: Dallas County Hospital District AAA of TX LLC Dallas Market Center Pacific West Management LTD Financial Stein Mart (Jacksonville, FL) Taxpayer address on W-2 does not match address on Driver's License or ID. Taxpayer will offer a phone number to verify employment.   What to do:   Consider any W-2 on which the withhold seems excessively high to be suspicious. Be sure to record the taxpayer address from the Driver's license. If a copy machine is available, make a copy of Driver's License and Social Security Card. Do not alert taxpayer that you are suspicious. Complete the return in the normal manner. Write down the phone number for employer verification that the customer gives you. You may call and verify while the client is there. Do not put the return in for processing. Give it to your office manager or owner.     Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Manejo de W-2 sospechosos/fraudulentos

Yes, the change is already in SureFire. The UCE appears on Sch 1 line 8 after entering unemployment wages on Form 1099-G.

The taxpayer cannot be claimed as a dependent on another person's tax return. See the instructions for Form 8885 for more information on this credit. When figuring the amount of your clients' health coverage credits, if any, use Form 8885.

The taxpayer cannot be claimed as a dependent on another person's tax return. See the instructions for Form 8885 for more information on this credit. When figuring the amount of your clients' health coverage credits, if any, use Form 8885.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Crdito de impuestos por cobertura de seguro mdico en SureFire 2016

If you currently have an Archer Medical Savings Account, you can roll it into a Health Savings Account tax-free.   Benefits can be:   Interest or other earnings are tax free You can claim a tax deduction for contributions you make even if you do not itemize Distributions may be tax-free if you pay qualified medical expenses Contributions remain in your account until you use them The plan stays with you if you change employers or leave the work force       To qualify, you must meet the following requirements:   You are an employee (or spouse of an employee) of an employer who maintains a High Deductible Health Plan. You are self-employed (or a spouse of someone self-employed) who maintains a High Deductible Health Plan. You have no other health insurance or Medicare coverage except what is permitted.       You can make contributions to your Health Savings Account for a given year up until the income tax filing deadline in April of the following year.  

First, make sure the answers to the questions at the top of the page are correct. The answers to these questions help determine if the taxpayer qualifies for the Head of Household filing status. You need to be sure that the amounts in the Household Maintenance section have been completed, in order to get the Head of Household Due Diligence form to be calculated. The amount provided by the taxpayer must be over 50% of the total maintenance in order to qualify for the Head of Household filing status. If you have completely filled out this worksheet, but the program calculates that the taxpayer is not eligible, see the IRS Form 1040 instructions or IRS Publication 17 for the rules on using the Head of Household filing status. This form is designed for your protection, to be sure that the taxpayer qualifies as the Head of Household. It is not a required IRS form, but we advise using it, to show you made sure a client is actually eligible for this filing status. Note: This form is not e-filed with the return.

Not able to add preparer fees if there is no federal refund. The customer will need to collect the fees from the taxpayer.

State Instructions   Alabama Taxpayers that scheduled their Income Tax (IIT, BIT, PTE, FDT) or Business Privilege Tax payment due 4/15/2020 when they e-filed their return can now reschedule or cancel that payment. This option is only for payments scheduled through MeF.   The direct link to the new web request will be https://myalabamataxes.alabama.gov/?link=delaypayment   Or they can go to My Alabama Taxes and click on the Delay Pending MeF Payment under the Quick Payments link. If they scheduled a payment by credit card or debit card, they should contact the card processor to cancel the card payment. If the payment was scheduled through My Alabama Taxes (MAT), they may be able to modify or cancel the scheduled payment by logging back into their MAT account: https://myalabamataxes.alabama.gov/_/. If the estimate payment was scheduled through Alabama Interactive, they can log back in to cancel the payment. At this time the payment date cannot be updated past April 15th, we are working with Alabama Interactive to update the system to allow the Extension and Estimate payments to be rescheduled to July 15th.     California   Will my scheduled payment automatically be rescheduled to the tax deadline? Scenario: You e-filed your 2019 personal income tax return. You scheduled a payment for 4/15/2020 through your bank account. Will your payment be automatically rescheduled to the new tax payment due date, 7/15/2020?   Answer: No, your payment will not be automatically rescheduled to 7/15/2020. Unless you cancel it, the payment will still be processed on the scheduled payment date. To cancel the payment, contact us: Phone e-file Help Desk (916) 845-0353 Weekdays, 8 AM to 5 PM You must cancel your payment at least 2 business days before your scheduled payment. If your scheduled payment is on April 15, you must cancel the payment by April 13. We suggest you call us even sooner to cancel your payment. Visit Pay by bank account (Web Pay) to reschedule your payment. If you have a MyFTB account, you can also log in and make a bank account payment through Web Pay. Note: If you meet the mandatory e-payment requirement, you must pay electronically.   For more information please visithttps://www.ftb.ca.gov/about-ftb/newsroom/covid-19/help-with-covid-19.html     Colorado Coloradans wishing to cancel their currently scheduled direct debit payments in order to take advantage of the deadline extension can do so by emailing the Colorado Department of Revenue at DOR_TaxpayerService@state.co.us. For expedited processing, taxpayers should put Request Cancellation of Direct Debit Payment in the subject line of the email. Once a payment is cancelled, it cannot be rescheduled through filing software, and a taxpayer must pay by the extended due date using another method to avoid penalty and interest.Please submit all payment cancellation requests no later than 5:00 PM, Monday, April 13th, 2020. Note: Please visit www.Colorado.gov/Tax/COVID-19-Updates for more information.     Maryland Individual and Business taxpayers can cancel/change Direct Debit dates up to July 15, 2020 on already filed returns. Email the request to : TAXPAYERRELIEF@marylandtaxes.gov or efil@marylandtaxes.gov.   Minnesota For tax Professionals you will find the language on the landing page in the middle of COVID updates with a link to see Make a Payment.   https://www.revenue.state.mn.us/tax-professionals   You will also find the Make a Payment link from the individuals landing page:   https://www.revenue.state.mn.us/individuals   On the Make a Payment landing page, expand Direct Debit (Electronically Filed Returns)   New York   Individuals, fiduciaries, and corporations   https://www.tax.ny.gov/press/alerts/nys-tax-response-to-covid-19.htm   Individuals, fiduciaries, and corporations If you already scheduled your return, extension, or estimated tax payment due on April 15, 2020, your direct debit payment will not be automatically rescheduled to occur on July 15, 2020. You must cancel and schedule a new direct debit payment.   If you have been directly impacted by the novel coronavirus (COVID-19) outbreak and you are unable to make your regularly scheduled payments to the Tax Department, please contact us at 518-457-5434 during regular business hoursMonday through Friday, 8:30 a.m.4:30 p.m. For faster service, please have your Social Security number or employer identification number (EIN) available when you call.   Our representatives can assist you with the following payment issues related to existing bills: installment payment agreement (IPA) payments, income execution payments, and other collection-related matters. Scheduling a new payment Individuals and fiduciaries Available now for personal income tax:To schedule a new payment for a later date, seeHow to submit a payment. Corporations Available soon:Select a new payment for a date up to and including July 15, 2020. Please bookmark this page for instructions when they are available.     North Dakota The payment date for cannot be adjusted for taxpayers who have submitted a return/payment with a debit date scheduled for April 15 as the payment hasnt posted yet. There are two options available for the taxpayer: Leave the payment option as is and the payment will be debited on on April 15, 2020. Call the Office of State Tax Commissioner at 701-328-1247 to cancel the current payment. Note: It is the taxpayers responsibility to use another method to pay by July 15 without penalties. Go towww.nd.gov/tax/paymentfor payment options.     Ohio Taxpayers can cancel or reschedule a future dated tax payment via Online Servicesas long as the payment is in a "Pending Status"" by using the steps below.   To cancel a payment in Pending status

You can link from line 20a of the 1040 to the 1040 Worksheet 1. Use F1 help while on the worksheet for specific instructions.       Additional Information:   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo ingresar Beneficios Railroad Tier 1 (Nivel 1) en 2015 SureFire?

Tax Year 2020 Accepted Forms and Schedules for Individual Tax Returns and Extensions :https://www.irs.gov/e-file-providers/tax-year-2020-modernized-e-file-schemas-and-business-rules-for-individual-tax-returns-and-extensions

Unfortunately, SureFire does not have a report to run that will contain Form 8962.   Going forward for new returns, you can add the Prep Use form to returns then run a report based on entries on the Prep Use form. Only the answer would appear on the report. The question could be posed as "No Insurance"". In the Answer column

Contact the Tax Preparer Registration Unit to obtain yourNew York Tax Preparer Identification Number (NYTPRIN) number for e-filing at(518) 457-1929.   Tax preparer and facilitator registration and continuing education   Additional Information Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo puedo obtener un nmero NYTPTIN (New York Tax Preparer Identification Number) para poder enviar declaraciones de impuestos electrnicamente (e-file)?

While on the Sch C, click the Print Form button to print it out.

To request a temporary delay of the collection process or to discuss your other payment options, contact the IRS at 1-800-829-1040.

For plan years through 2018, if you can afford health insurance but choose not to buy it, you may pay a fee called the individual Shared Responsibility Payment. (The fee is sometimes called the "penalty

After opening the Form 990 return file, make the applicable selection on the Main Info form under the section 'Type of exempt organization'

The Vehicle Wkt can be access by pressing F9 on line 9 of Sch C.

Go to Form 8995-A, in column e for the trade, business, or aggregation name, check the box for "Check if patron"". "

Cannot add to state need to send with federal return. State will mail clients refunds

Go To Sch E Pg 1. Press F9 on line 1A or 1B. Select New Rental Wkt. Click OK.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo agrego un Rental Worksheet en una declaracin 1040 usando SureFire?

Only one Form 8962 per taxpayer (return file).

How do I add a state to my 1040 return?   Go to the Main Information page in your return. Scroll down to the State Information section. If full year resident, put the state abbreviation in the box provided. There are also boxes for Part Year and Non-Resident states.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo agrego un estado a mi declaracin de impuestos 1040 en SureFire?

Go to Sch A. Scroll down to line 16. F9 on the amount box. Add a new form W2G.

Go to Form 1040 Pg1. InLine 6c, select the first dependent name. Press F9. Select Addls Deps - Form 1040 Line 6c. Enter additional dependents.

To add a second copy of Schedule E   Click the Add Form/Display Form List tab, or press CTRL+F10. In the Look for box, type Sch E dup, and then click Open.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo agregar un segundo Schedule E?

There are fields for five different nonresident states. All nonresident states apply to the taxpayer, or if filing jointly, taxpayer and spouse.   When you designate a nonresident state, SureFire automatically loads the Resident/Nonresident Worksheet (RES/NR Wkt) into the return. Information calculates to this worksheet automatically. The RES/NR Wkt handles the first two nonresident states. If there are more than two, the Additional RES/NR Wkt loads to handle up to three more nonresident states. After completing the federal return, review the worksheet and make any adjustments needed between resident and nonresident states or between taxpayer and spouse. SureFire calculates the adjusted amounts to the state forms.   After you enter state abbreviations on the Main Information Sheet the state forms should appear in the Tree. If you do not have the state software installed you are prompted to download the state software or purchase it using Pay-Per-Return.   Complete the Federal return and add the income (i.e....W-2) for all states for the taxpayer. Add and complete the first set of state returns. Create the e-file(s) and submit. Once that set of tax returns has been approved, re-open the return, thenremove the states already e-filed. Add and complete the remaining state returns that need to be e-filed. Create the e-file and submit the remaining states.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo agrego ms estados no residentes en la hoja de Main Info de una declaracin 1040 en SureFire?

SureFire Install Version: Open the Ohio W2. Click the Copy OH W2 tab to attach the OH W2 to the return. SureFire Web Version: To add a form to an open return, use the following steps: Click the Add button Image: add a form button in the Loaded Forms. Do one of the following: Enter the form name OH W2 in the Search For box. Click Show all forms and scroll through the list to find the form. Click the Add button Image: add form button to the left of the form.

Go to Form 8965 - Health Coverage Exemptions. Click theAdd Form/Display Form List (CTRL+F10) tab. Click the Shortcut column header. In the Look for box, enter 8965 Dup. With the 8965 Dup highlighted, click Open.

1120-F is in the Miscellaneous package. Click on Change Package and Select the Miscellaneous package. Then you will start a return with the EIN. The return will have to be printed and mailed.

How do I add more forms of Form 8938 in SureFire, follow steps:   At the top of the page, click Add Form/Display Form List or press Ctrl + F10. In the Look for box type in 8938Dup. Click Open.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo agrego ms formas 8938 en SureFire?

Go to Form 1040 pg 1 Online 6c Dependents First Name, press F9 to link to a New Addl Deps - Form 1040 Line 6c statement.

Inside the return, find form 2555 on the form list and select it. Right click from 2555. Click 'copy this form'. Note: The preparer will need to file a paper return if they intend to file more than one form 2555.

After entering the information for the first three rental properties on Schedule E, you'll need to add Schedule E Duplicate to include information for any subsequent properties. Click the Add Form/Display Form List (Ctrl+F10) tab. Click the Shortcut column header. In the Look For box, enter E Dup. WithSch E Dup highlighted, clickOpen. Up to three properties can be entered on Schedule E Duplicate. If information for more properties needs to be entered, click the Copy Sch E Du (Shift+F10) tab to add another copy of Schedule E Duplicate to accommodate the information for the additional properties.     Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo agrego ms de tres propiedades de alquiler en el Schedule E en una Declaracin de Impuestos 1040 usando SureFire?

Protection Plus is located on the Main Info sheet in a Form 1040 returnand also in the bank application, you only need to check the box to indicatethat the taxpayer needs protection plus in one location, please see the steps below for when you should check the box in the main information and when to check the box if Bank Product/Refunds Transfer is included in the return. (if you complete both you will get a check return error)   If the return does not contain a bank product/Refund Transfer Product     Go the Main Information Sheet in the Form 1040, look for the heading Protection Plus, Click the link for the online enrollment and register. You can also click the link to learn more about the Protection Plus Program. Click the link to access the user agreement . Check the box for user agreementto indicate that the taxpayer wants Protection Plus. Collect the $44.95 fee from the the Tax Payer   Note: If the taxpayer is paying for the return using Fee Collect, use the steps above, the preparer must collect the $44.95 fee from the Taxpayer   If the return has a Bank Product/Refund Transfer Product - The Protection Plus user agreement and the box to check will be included on the bank application forms.   Go the Main Information Sheet in the Form 1040, look for the heading Protection Plus, Click the link for the online enrollment and register. You can also click the link to learn more about the Protection Plus Program Go the bank application and locate the section for Protection Plus Check the box for user agreementto indicate that the taxpayer wants Protection Plus.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo agrego Protection Plus a una declaracin 1040 en SureFire?

You can add your states by selecting "Yes"" on the respective business forms (1120

Currently, SureFire does not have Form 1099Q, you will report the taxable income on Sch 1 line 8: Go to Sch 1 Line 8-Other Income. Hit the (F9) and link to 1040 wkt 7. Go to line 17 type 1099Q as a description and enter the taxable amount.

At this time, SureFire does not offer this form. We will look into adding this form in a future release of SureFire.

Go to theMain Information Sheet. On State Information, enterMI. Enter in State abbreviation code, on Full year, Part-year, or Nonresident states. SureFire will display the MI CR Pg1-3 formson the Forms Tree. Additional Information Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo agrego el Formulario MI 1040CR - Michigan Homestead Property Tax Credit Claim en SureFire?

If you want the income to be divided up on form 8582 by activity, then you will want to complete a separate worksheet for each activity. Example: If information is coming from a K-1 Input, you would need to create two K-1 input worksheets, one for taxpayer and one for spouse for each activity so they flow to their own 8582 instead of flowing as a bulk amount.

To correctly allocate Schedule C income between your clients' resident state and other, nonresident states, navigate to the Resident/Nonresident Worksheet, and then override the appropriate fields on the Sch C.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo asignar los ingresos del Schedule C a varios estados en SureFire?

Question: How do I allocated taxes paid to other state in SureFire live in OH, income from IN.   Solution: Go to OH CREDS Pg 2 Resident Credit line 28 - 32 must be filled out.

Go toOH 1040 pg 1. SelectYes for Are you filing an amended return? Selectthe check boxfor Check this box to override all necessary entries for amended returns. Make the neededchanges to thereturn.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo enmendar una declaracin de impuestos estatal 1040 de Ohio en SureFire?

Open the return in SureFire. Select 1040X from the forms list. Note: SureFire will display a confirmation dialog box. Click Yes. SureFire opens Form 1040X, the amended return.   Note: Before changing the return, you should print a copy of the original return for your records if you have not done so already.   Before making any changes to the federal or state return, do the following:   Open Form 1040X. Select the check box located above Line 1 to override the original refund or balance due. Note: When you select the check box, SureFire overrides certain fields on this form containing information from the original federal return so that they will not change. If you are also amending the state return and the state has a similar amend form, you must select a similar check box on the state amend form. Next, make the necessary changes to the federal return: If you need to change the filing status or dependent information, do so on the Main Information Sheet. Add, remove, or change forms from the return as needed. SureFire calculates the revised information to Form 1040X and the state amend form. Make changes directly on state forms only if necessary. If e-filng the return do the following: Run Diagnostics, in the diagnostics forms to be e-filed you will see the Amended Individual Page 1 and 2. Click E-File, you will see the prompt Electronic return is created and stored on disk, click OK. Close the return. Go to Communications, click Send Federal/State Returns to. Select the return to file , the amended file will appear under the column Agency ID as IRS AX( AX being amended). Then click Send.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo puedo enmendar (Amend) una declaracin de impuesto 1040 en SureFire?

Go to Form KY 740 Pg 1. At the top of the page, mark the box that says, "Check if this is an amended return"". Next

Go to Form MS 105 Pg1 - Mississippi Resident Individual Income Tax. Select the check boxIf you are filling and amended return, check this box. Select the check boxCheck this box to override all necessary entries for amended returns.               Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo enmiendo una declaracin estatal de Mississippi 1040 en SureFire?

Go to page 1, of the NC D-400, there is a box below the address that you check if this is an amended return

You will need to update your SureFire program to version 35.04. Open the return in SureFire. Select 1040X from the forms list. SureFire displays the following confirmation box Click Yes. SureFire opens Form 1040X.   Before changing the return, you should print a copy of the original return for your records if you have not done so already.   Before making any changes to the federal or state return, do the following: Open Form 1040X and select the check box located above line 1 to override the original refund or balance due. When you select the check box, SureFire overrides certain fields on this form containing information from the original federal return so that they will not change. If you are also amending the state return and the state has a similar amended form, you must select a similar check box on the state amended form. Remove the bank applications or fee collect by doing the following: Go tothe Main information sheet select E-file Only for the type of return field, remove the check mark for the bank name or Fee Collect Next, make the necessary changes to the federal return. If you need to change the filing status or dependent information, do so on the Main Information Sheet. Add, remove, or change forms from the return as needed. SureFire calculates the revised information to Form 1040X and the state amended form. Make changes directly on state forms only if necessary.

Go to Form AL 40 Pg1 - Alabama Resident and Part-Year Income Tax Return. Select the Check if this is an amended return check box. Select the Check this box to override all necessary entries for amended returns check box. Make the necessary changes to the return.     Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo modifico una declaracin estatal de Alabama 1040 en SureFire?

Form 1040X can be duplicated if you need to amend an Amended return.   To amend an Amended return   To save the entries on the 1040X before adding a 2nd 1040X, right-click and select override on all the amounts in column C. Open a new Form 1040X Select the check box located above line 1 to override the original refund or balance due to lock in the original amounts. If the state return is affected, open the state amend form, and lock the original amounts as well before making changes to the return. Make all necessary changes in the return. Click Save. Note: You are not able to e-file the amended return after it has been amended. Thereturn will need to be paper-filed.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo enmendar una declaracin de impuestos individual 1040 que ya fue enmendada anteriormente en SureFire? Forma 1040X

To advise staff that effective January 2, 2018, Form 540X, Amended IndividualIncome Tax Return, will be replaced by newly revised 540 series forms (540, 540NR Long, 540NR Short, or 540 2EZ) each to be filed with the new Schedule X, California Explanation of Amended Return Changes, for amending tax years 2017 and after ...Mar 9, 2018 New Amended Return Process for Tax Years 2017 and after Including ... https://www.ftb.ca.gov/aboutFTB/Public_Service_Bulletins/2018/14-0309.shtml

If you estimated your earnings too high or too low, complete another Form 1040-ES worksheet to re-figure your estimated tax for the next quarter.You want to estimate your income asaccuratelyas you can to avoid penalties.   If your estimated tax payments are being paid using Direct Debit, re-figure your estimated tax payments then contact the IRS at (800) 829-1040 so an IRS representative can make the necessary changes to your payment agreement.   For specific information on how topay online, by phone, or bymail,refer to the section of Form 1040-ES titled "How to Pay Estimated Tax."" For additional information

Form 4361 - Application for Exemption from Self-Employment Tax for Use by Ministers, Members of Religious Order, and Christian Science Practitioners, must be completed and mailed to the IRS prior to e-filing the tax return. Form 4361 is located in the Miscellaneous package in SureFire.   From Tasks You Do Most Often, do the following: Click Change Package. Select Miscellaneous and click OK. Click Start a New Return. Enter the ID, which can be the SSN for the Individual return. Re-key the ID and click OK. Click theAdd Form/Display Form List tab. In the Look for: box, enter4361 and click Open.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo solicito estar exento del Impuesto sobre el trabajo por cuenta propia para un Ministro en SureFire?

1. Go to the Main Information worksheet and scroll down to the Taxpayer Information section. 2. Answer the third question Did the taxpayer, spouse, or any dependent receive insurance through the Marketplace?" 3. Check the box 'check here to attach a PDF with an explanation of why Form 8962 is not being filed with the return' 4. SureFire will prompt you to choose the file you wish to attach. Once selected

If a PDF attachment is required or permitted, the applicable form will contain a check box to attach the PDF. An example is highlighted in the image below.     To attach a PDF to the return:   Select the check box. In the Select PDF to Attach window: Locate the file. Select the file by clicking on it. Click Open. Note: If you make any changes to the original PDF after attaching it to the return, you must remove and reattach the file.     To remove an attached PDF from a return:   Deselect the check box by clicking on it. In the Confirm window, click Yes to continue removing the attachment. Note: The PDF is no longer attached to the return.     *If there is no checkbox on a return you will not be able to attach a PDF.*         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo adjunto un PDF a una declaracin de impuestos en SureFire?

The amount on schedule C, Line 1, column (b) is based on the amount on line Schedule C, line 5. According to the IRS Apportion the amount from line 5 among all your trades or businesseswith QBI, but not loss, in proportion to their QBI.   The amount on Form 8995-A, Schedule C, line 1, column B is calculated based on the total loss amount allocated to each business based on the ratio of the trade or business income for each qualifying trade or business to the total trade or business income on the return   https://www.irs.gov/instructions/i8995a Schedule C (Form 8995-A)Loss Netting and Carryforward If any of your trades, businesses, or aggregations have a qualified business loss for the current year or you have a qualified business net loss carryforward from prior years, you must complete Schedule C (Form 8995-A) before starting Part I. This includes prior year loss carryforwards even if the loss was unreported or the trade or business that generated the loss is no longer in existence. Schedule C (Form 8995-A) offsets your trade or business that generated a qualified business loss against the QBI from your other trades or businesses. The qualified business loss must be apportioned among all your trades or businesses with QBI in proportion to their QBI.

In order to calculate the amount forFormNJ Sch A,Line 1, do the following: Go to Form W-2. Add all ofthe other Federal W-2 State wages on Box 16. Note: NJ requires SureFireto use state wages from the W-2's (Box 16) to calculate wages on the NJ return. Select the File menu, Save Return. Afterwards, we request that you review the FormNJ 1040,Pg. 2,Line 14which is a combination of all of the State W-2 wages per the following excerpt fromForm NJ 1040, Pg. 20, Line 14: Wages, Salaries, Tips, etc.:   Enter the total wages, salaries, tips, fees, commissions, bonuses, and other payments you received for services performed as an employee. Include all payments, whether in cash, benefits, or property. Enter the total of State wages, salaries, tips, etc. from all employment both inside and outside New Jersey.   Lastly, if the FormNJ Sch A,Line 4is too high; youhave listed wages for other states and NJ on the same W-2's. You will need to overrideColumn Aon the FormNJ1040NR.     Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo calculo los ingresos actualmente imponibles por otras jurisdicciones durante el ao fiscal en la Lnea 1 del Formulario NJ Sch A para una declaracin de impuestos 1040 de Nueva Jersey en SureFire?

IRS instructions for modifying payment methods are the same for individuals and businesses.   IRS does not allow the withdrawal date to be changed. They only cancel payments.     Direct Debit:   Taxpayer can call theIRSe-filePaymentServices 24/7 at 1-888-353-4537 to inquire about orcancela scheduledpayment. Wait 7 to 10 days after the return was accepted before calling. Cancellationrequests must be received no later than 11:59 p.m. ET two business days prior to thescheduled paymentdate. EFTPS (Electronic Federal Tax Payment System) See https://www.irs.gov/pub/irs-pdf/p4990.pdf To cancel a payment, taxpayer will need the following: Taxpayers EIN (for businesses) or SSN (for individuals) PIN Tax form number The last eight digits of the EFT Acknowledgment Number for the payment to cancel (this was the confirmation received when the payment was scheduled). If you do not have the last eight digits of the EFT Acknowledgment Number, please call EFTPS Customer Service. English: 1.800.555.4477 En espaol (Spanish): 1.800.244.4829   Online Log in and select Payments. Select Cancel a Payment and follow the process. Record the Cancellation EFT Acknowledgment Number you receive, and keep for your records Phone: Call the EFTPS Tax Payment toll-free number (available 24 hours a day, 7 days a week): 1.800.555.3453 2 Follow the voice prompts. Record the Cancellation EFT Acknowledgment Number received, and keep for your records. Note: If you wish to cancel a scheduled payment, you must do so by 11:59 p.m. ET at least two business days before the scheduled date. For example, a payment scheduled for Monday cannot be canceled after 11:59 p.m. ET the previous Thursday.

Go to Form 1065 Pg1 - U.S. Return of Partnership Income. SelectWhat form(s) are you e-filing using PINs? SelectThe income tax return. Go to Form 7004 - Automatic 5-Month Extension for Partnership. Clearthe box Check here if using this form.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo cambio la extensin e-file de una declaracin 1065 a una declaracin de impuestos regular de Partnership en SureFire?

Go to theMain Info sheet. Locate "What form(s) are you e-filing using PIN(s)?"". Switch checkmark to ""The income tax return"". Run Diagnostics. Efile return.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base

Each Minnesota business client letter mailing address changes based on which federal tax package is used.   Click here for Minnesota Return Payment addresses. Additional Information Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo cambio la direccin postal de la carta del cliente del estado de Minnesota para una declaracin de impuestos de negocios en SureFire?

Open the return. Click the federal K-1. Enter the state abbreviationon the following: Enter the state in which this income is to be taxed, if different from the state of __(resident state). Note: If you are filing part-year resident state returns, always enter the state.

The IRS does not allow taxpayers to take the Education credits and the Tuition and Fees deduction for the same student in the same year. Your client must select one or the other.   For more assistance see, IRS Publication 970 Tax Benefits for Educationor IRS Education Credits.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo reclamar un crdito por educacin y la deduccin por pago de matricula y otros cargos en una declaracin de impuestos 1040 en SureFire?

According to IRS Form 1041 instructions, Section 179 is not allowed on 1041 returns.   Depreciation, Depletion, and Amortization   A trust or decedent's estate is allowed a deduction for depreciation, depletion, and amortization only to the extent the deductions aren't apportioned to the beneficiaries. An estate or trust isn't allowed to make an election under section 179 to expense depreciable business assets.   The estate's or trust's share of depreciation, depletion, and amortization is generally reported on the appropriate lines of Schedule C (or C-EZ), E, or F (Form 1040), the net income or loss from which is shown on lines 3, 5, or 6 of Form 1041. If the deduction isn't related to a specific business or activity, then report it on line 15a.   For more information, seeIRS Form 1041 Instructions.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo puedo reclamar la seccin 179 en una declaracin de impuestos 1041 Grantor Trust en SureFire?

Generally, if you were age 65 or older or disabled and your income and nontaxable social security and other nontaxable pension are below specified amounts, you may be able to take this credit. For more details, refer to Tax Topic 603, Credit for the Elderly or the Disabled, or Publication 524, Credit for the Elderly or the Disabled. Be sure to enter the dates of birth on the Main Information Sheet. Enter the Social Security income on 1040 Worksheet 1, or the pension income on Form 1099-R. SureFire will load a Schedule R if the Taxpayer and/or Spouse meet the age and/or income requirements for this credit. If you are under age 65, disabled and receiving a pension, be sure to enter the correct code in box 7 on the 1099-R and mark the box below box 7 Check if disability and the taxpayer is disabled. The Schedule R will calculate for you if the Taxpayer and/or Spouse qualify for this credit.

In December 2020, Congress passed an extension of the ITC, which provides a 26% tax credit for systems installed in 2020-2022, and 22% for systems installed in 2023. (Systems installed before December 31, 2019 were eligible for a 30% tax credit.) The tax credit expires starting in 2024 unless Congress renews it.   What does 26% actually mean for the average solar shopper? According to Energy Sage marketplace data, the average national gross cost of installing a solar panel system in 2020 is $18,300. At that price, the solar tax credit can reduce your federal tax burden by $4,758 and thats just one of many rebates and incentives that can reduce the cost of solar for homeowners. Theres plenty of information out there about the value of the residential ITC, but figuring out how to actually claim the credit when it comes time to file your taxes is another story. Well walk you through the instructions step by step from Form 5695 to Form 1040.   Form 5695 instructions: the 3 steps to claim the solar tax credit Determine if you are eligible for the Federal ITC make sure your credit for ownership and that federal tax liability are in order Complete IRS Form 5965 to validate your qualification for renewable energy credits Add your renewable energy credit information to your typical form 1040         Additional Information    

Sale of a Property with Multiple Depreciable Components   When you have multiple Business Asset Worksheets related to a single property sold -- for example, a building and new roof depreciating separately -- follow the steps below.   On all worksheets related to the property (e.g., the worksheet for the building, the worksheet for the new roof, etc.), enter the date sold. On all worksheets related to the property, type a number in the first field. Type the same number on each worksheet. For example, type the number 1. This tells SureFire that the worksheets are related to each other. If you have two properties sold, each with multiple worksheets, type the number 1 on all worksheets related to the first property and the number 2 on all worksheets related to the second property. You can handle up to nine sales in this way. On the worksheet for the building, select the check box to designate it as the Main worksheet On the Main worksheet only, enter the selling price and selling expense.   SureFire will accumulate the cost, basis adjustments, and depreciation for all items on the Main worksheet.        

Form 3115 is not available in the 1040 package. Per the Schedule C instructions, you are directed to see the form 3115 instructions if you want to change your accounting method.The form Schedule C does not address changing the accounting method.   Form 3115 will need to be completed in the Miscellaneous package and then mailed to one of the addresses listed in the form 3115 instructions depending on the option you are choosing.     To complete form 3115 in the Miscellaneous package, do the following: On the main window of SureFire, select Change Package. Select the Miscellaneous Package, then click OK. Click Start a New Return. Enter the Taxpayer SSN to start the return just as with the other packages. When the return opens, click Form add form. In the find field, enter 3115 and click Open.

Steps for Filing Form 4868 Without Direct Debit Complete the clients return as accurately as possible. On the Main Information Sheet, select Form 4868 without direct debit in the PIN section. No PINs are required for taxpayers or ERO in this case. Open Form 4868 and select the check box at the top of the form labeled Check here if using this form. When you select the check box, SureFire overrides and locks in lines 4 and 5, estimate of total tax liability and total payments. Enter the amount being paid, if any. Do one of the following: Run diagnostics from inside the return and click the Extension E-File button. With the return closed, click the Tools menu and select Make Extension e-files.       Later, when you are ready to e-file the completed return, select The income tax return check box in the PIN section of the Main Information Sheet. SureFire clears the extension check box. Enter the required PIN information before creating the e-file for the return.   Steps for Paying a Balance Due with Direct Debit and using the Practitioner PIN Signature Method Complete the clients return as accurately as possible. Open the Main Information Sheet and go to the PIN section near the bottom of the form. Enter your Practitioner PIN. Select the check box below your Practitioner PIN indicating you are using the Practitioner PIN filing method to file Form 4868 with direct debit. In the next section, select Form 4868 with direct debit. Complete the entries on the Main Information Sheetthat become required when direct debit and the Practitioner PIN are used: Current date in the PIN section Taxpayer and spouse PINs - these PINs provide the electronic signature authorizing the direct debit. Open Form 4868 and select the check box at the top of the form labeled Check here if using this form. Enter the amount you are paying on line 7. Open the form called ACH EXT and enter the amount to be debited, bank Routing Transit Number, taxpayer account number, and date for the withdrawal to be made. When filing Form 4868 with direct debit and you are using the Practitioner PIN signature method, you must print Form 8878 and the taxpayer and/or spouse and ERO must sign it. You must keep this form on file for three years from the return due date or IRS received date, whichever is later. See IRS instructions for Form 8878 for more information.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo completo el Formulario 4868 para la presentacin electrnica en SureFire?

Our content team has partnered with Solution Architect, Anthony Sampson, and put together this video that explains the changes and instructions for California form 3853.

Completing the W-2 Place an "X"" in the box for taxpayer or spouse. If the taxpayer's address on the printed W-2 is the same as the address entered on Main Info check the appropriate box. If not

To duplicate form 1099-R, do the following: Select the 1st 1099-R listed for the state in the form tree. In the Copy Number field, enter a 1. Then press theF10 key on your keyboard. When the Find a form windowopens, the NY 1099-R will already be selected, click Open. In the Select Forms dialog box, select the NEW 1099R pg 1- State Summary of Federal 1099Rs Pg 1 and click OK. In the copy number field enter a 2. Repeat the above steps until all federal 1099-R are listed with the state forms in the form tree.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo copio el formulario federal 1099-R a mi estado en una declaracin 1040 en SureFire?

Unfortunately, this cannot be corrected after the return has been sent and accepted. If the funds are unable to be deposited at the financial institution, the funds will be returned to the IRS and a paper check will be mailed out to the taxpayer.

How do I create a 990 in SureFire   By default, SureFire opens the Select Package window each time you log-in as a user. If you do not want this window to open every time you log into SureFire, select the check box labeled Do Not Auto Show at the bottom of the window. Clear the check box if you want to see this window at each log in.   Change the tax package   You may change the tax package by either clicking Change Package on the home page, or by opening the File menu and clicking Change Package.   To open a tax package, either highlight the desired package and click OK or double-click the tax package.   You will be able to prepare returns only in tax packages you have purchased.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo creo una 990 en SureFire?

There is no separate form for amending nonresident returns in New Jersey. To amend anonresident return: Go to NJ NR pg 1 Check the "Check if this is an amended return"" box Print the returnand write amended across the top. "

Go to Main Information Sheet. Under "Self-Select and Practitioner PIN(s)."" On question ""What form(s) are you e-filing using PINs?""

To create anelectronic file (e-file), complete the following: Click Diagnostic. Click the E-File button. Ifastate return is selected for electronic filing SureFire will display the Select E-files window. Click OK. The Federal e-file and state e-file(s)will be created. If there is nostate e-file for the return, the Select E-files windowwill be unavailable. After creating the e-file(s), SureFire will displaya Status window. With a message "(118) Electronic return is created andstored on disk."" Click OK.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base

On the NY 201 pg 4 or NY 203 pg 4, ensure you have the box marked for the Extension form IT-370 and the efile question is answered "Yes"". "

Right-click the form in the Forms Tree. SelectRemove Form or press Shift+F9. Click OK. If there are any attached Scratch Pads or supporting forms, you will see an information window listing the forms that will be removed and giving you the option to cancel the removal.   Sometimes a form cannot be removed if: If you used the Interview Sheet or SureFire Install Version Interview and the answer to a question on the Interview caused a particular form to be loaded automatically in the return, you will not be able to delete the form until you change the answer on the Interview Sheet or SureFire Install Version Interview. If you selected an entry on one form that caused a different form to be loaded automatically in the return, you will not be able to remove the second form until your change the entry on the first form. Example: If you selected the Dependent Care box for a dependent on the Main Information Sheet, Form 2441 will be loaded automatically. You will not be able to remove Form 2441 from the return as long as the box on the Main Information Sheet is selected.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo eliminar una forma en una declaracin de impuestos usando SureFire?

A quick way to find out if any of your Social Security benefits may be taxable is to: Add one-half of your Social Security benefits to all your other income, including any tax-exempt interest. Compare the total to the threebase amounts below: $25,000 - for single, head of household, qualifying widow or widower with a dependent child or married individuals filing separately who did not live with their spouse at any time during the year $32,000 - for married couples filing jointly $0 - for married persons filing separately who lived together at any time during the year If your total is more than the base amount for your filing status, then some of your benefits may be taxable. For more on this topic visit IRS.gov.   Notes: Social security benefits include monthly retirement, survivor, and disability benefits. They do not include Supplemental Security Income (SSI) payments, which are not taxable. Whether or not your Social Security income is taxable depends on your total income, including your Social Security plus any other income. Generally speaking, if your only income is Social Security, you probably don't make enough money to be required to file a federal tax return. For those with additional sources of income, the key figure is the Modified Adjusted Gross Income (MAGI). The MAGI includes half of your Social Security, plus other sources of income. Once your MAGI exceeds the base amount for your filing status ($32,000 for Married Filing Jointly, otherwise $25,000), at least part of your Social Security income becomes taxable. The taxable portion of your Social Security income increases once you reach additional MAGI threshholds.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo determino si mis Beneficios del Seguro Social (SSA-1099) estn sujetos a impuestos en SureFire Web Version?

All non-passive activity losses are allowed. If the passive activity box is not marked then the loss will be allowed. If the shareholder or partner participated in the activity the loss will be allowed. However, the loss will not be allowed if this is a passive active, where the taxpayer did not materially participate.   If the taxpayer did not materially participate, on page 1 of the K-1 P/S, mark the appropriate box under the heading Passive Activity Information.   https://www.irs.gov/taxtopics/tc425 Passive activities include trade or business activities in which you don't materially participate. You materially participate in an activity if you're involved in the operation of the activity on a regular, continuous, and substantial basis. In general, rental activities, including rental real estate activities, are also passive activities even if you do materially participate. However, rental real estate activities in which you materially participate aren't passive activities if you qualify as a real estate professional. Additionally, there's a limited exception for rental real estate activities in which you actively participate. The rules for active participation are different from those for material participation   Can you deduct non passive losses? https://www.investopedia.com/terms/n/nonpassive-income-and-losses.asp Non-passive losses include losses incurred in the active management of a business. Non-passive income and losses are usually declarable and deductible in the year incurred. Non-passive income and losses cannot be offset with passive losses or income.

Go to Form Rental "X"" Wkt. Mark the Check if this personal use unit was sold this yearcheck box onPg. 1

Go toForm 502CR. Mark the check box - If e-filing, you should attach a PDF of the other state's return to the e-file. Check here to select a PDF to attach to the e-file.at the top ofPg. 1, Part A. Note: Do not select the If you need to claim a credit for income taxes paid for more than one state or need to list more than four persons on Part E, press Shift F10 to duplicate this form. You must check this box on each additional form used. check box in red text. Select the File menu, Save Return.     Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo muestro el crdito local permitido de la Lnea 14 del Formulario MD 502CR, Pg. 1, Parte A en el Formulario MD 502CR, Pg. 3, Parte L, Lnea 1 para una declaracin de Maryland 1040 en SureFire?

Go to the Asset Wkt. Mark the Yes checkbox - Eligible for the section 179 election of the Section 179 section. Enter applicable section 179 amount that you are electing to take on Line5 - 179 election amount for this property of the Section 179 section. Theapplicable section 179 amount will flow on Line 2 automatically and populate on the Form4562,Pg. 1, Part I as well. Select the File menu, Save Return.

SureFire does not support superseded returns

Unfortunately, SureFire does not offer the IL 990 forms.

Open the return in SureFire. Go to theMain Info sheet. Goto theSelf-Select and Practitioner PIN(s) section. Select Check here ifusing the Practitioner PIN method for e-filing this income tax return or Form 4868 with direct debit.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo puedo e-file una declaracin 1040 en SureFire si no conozco el AGI o PIN del ao anterior de mi cliente?

After you have completed the return in SureFire, run Diagnostics and correct the e-file errors if any appear then, create the e-file.   To create an e-file when the return is open, use the following steps:   Click the Run Diagnostics button. Correct any errors that SureFire finds. Click the E-file button. If the return includes a state, the Select E-files dialog box will open allowing you to select the e-file(s) you want to create. Note: SureFire enables the E-file button only when Diagnostics reveals no electronic filing errors. Click OK.       To create an e-file from a closed return, use the following steps:   Click the Tools menu and click Make e-files. Click OK. Select the returns for which you want to create an e-file by selecting its corresponding check box. Note: To select multiple returns, simply select their respective check boxes. If you want to select all of the returns on the list, click the Select All button below the list of returns. Click OK.       To transmit e-files, use the following steps:   Click the Communications menu and select Send Federal/State Returns to... Click OK. Select the returns to send by doing one of the following: Select one or more returns by selecting the check box for each return individually. To select all returns, click the Select All button. You can also search your list of created e-files for a particular SSN by entering the SSN in the SSN box. Click Send.   SureFire creates a transmittal file, which is a single file with all the returns you select compressed together. At this time, SureFire also checks for problems such as returns edited after the e-file was created. If SureFire detects a problem with any return, it omits the return(s) with problems from the transmittal file, and prints an explanation of the problems on the E-file Submission Report. Since SureFire omits problem returns, you can send the transmittal file containing returns with no problems. You can correct the problem returns and transmit them later. Verify the returns included in the E-file Submission Report are the returns you want to send and the names and refund amounts look correct. Click the Print button to print a paper copy. Note: If SureFire does not print the E-file Submission Report, cancel the transmission, correct the printing problem, and start over. You should retain paper copies and use them to match with the corresponding IRS acknowledgments for these returns. This provides a paper trail for each e-filed return. Close the preview dialog box. Do one of the following: Click No to cancel the transmission Click Yes to send the returns Click Close. Note any messages in the Session information section of the dialog box. Notes: There was no mail to toss indicates there were no acknowledgment or e-mail messages to download. Incoming mail file indicates that mail or acknowledgment files were downloaded. The session was successful indicates that you successfully connected to the EFC. The IRS may take up to 48 hours to acknowledge the files you just transmitted. Do one of the following: If the communication was unsuccessful, click Connect to try again. If the session was successful, click Close. If the transmission was not successful and you want to try again later, click Close Do one of the following: Re-send the transmittal by clicking Retransmit Batch. Unbatch your e-files by clicking Unbatch.   Note: When you unbatch your e-files from the transmittal file, you should start the transmission process again at step 1.     Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo enviar una declaracin de impuestos electrnicamente a travs de SureFire?

The IRS requires that all returns containing employer information to also include the EIN for that employer. So, you cannot e-file a return without an EIN because the IRS requires an EIN for all wages reported on Form W-2.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo presento electrnicamente una declaracin sin el Nmero de identificacin del empleador (EIN) en SureFire?

To apply for an extension for NJ 1040, use form NJ-630. See below for more information:   There is no extension of time to pay tax due only to file. Penalties and interest are imposed whenever tax is paid after the original due date. To be eligible for an extension, you must have paid at least 80% of the tax liability calculated on the New Jersey Income Tax return when filed. The 80% can be paid through withholdings, estimated payments, or a payment made with the extension application by the original due date. If the 80% requirement is not met, the extension will be retroactively denied, and penalty and interest will be imposed from the original due date of the return.   You must file this NJ-630 application if: 1. You are applying for an extension of time to file a New Jersey Income Tax return but you are not applying for a federal extension; or 2. You are applying for both a federal and a New Jersey extension and are required to remit payment to the New Jersey Division of Taxation by the original due date of the return in order to have at least 80% of your actual tax liability (as calculated on your New Jersey Income Tax return when filed) paid.   You do not need to submit this NJ-630 application if: 1. You have paid at least 80% of your final tax liability by the original due date, and 2. You have applied for an automatic extension of time to file for federal purposes and you enclose a copy of the federal Application for Automatic Extension (if filed by paper) with the final New Jersey return when filed.

Form 4868 e-files are not accepted as a first-time filed document after the IRS deadline for timely filed extensions. However, the ERO can re-send a Form 4868 e-file after the due dateif the original, timely filed return was rejected.   Note: Even though the CCH SFS Electronic Filing Center (EFC) will accept Form 4868 returns after the due date, the IRS will reject them with rejection code4868-001 once they receive the late extension forms from CCH SFS.   You can find instructions for e-filing Form 4868 in SureFire F1 Help.   The most important item to remember when filing extension forms is that you must create the extension e-file using the Make Extension e-files option on the Tools menu of SureFire or the Extension E-file button in Diagnostics.   Tips for e-filing Form 4868 extensions   In order to e-file the 4868 extension, you must mark one of the PIN boxes on the Main Information Sheet. PINs are not required for a regular extension, but they are required if the Taxpayer wants an ACH debit (money taken out of a bank account). All extension e-filing requires that you use a PIN program. Please see F1 Help on the Main Information Sheet for information on how to use both the Self-Select and Practitioner PIN programs. Practitioner PIN can be used for the ACH debit extension. For Form 2350, you must have the PINs entered. You do NOT have to complete any ACH information unless you have a balance due and are using ACH. If you check the 4868 with direct debit box on the Main Information Sheet, Form 8878 will be required.     Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo presento electrnicamente las extensiones del Formulario 4868 en SureFire?

File a signed copy of your Form 1040 (with all attachments, forms, and schedules, including Form 8689) with the Virgin Islands Bureau of Internal Revenue, 6115 Estate Smith Bay, St. Thomas, VI 00802. They will accept a signed copy of your U.S. return and process it as an original return.   Note: The U.S.Virgin Island return will have to be paper-filed.               Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo e-file la forma 8689 si hay una cantidad que se adeuda a las U.S. Virgin Islands en la lnea 44 as como la declaracin de impuestos 1040 del contribuyente en SureFire?

To elect out of Special Depreciation, do the following: Go to the Asset Wkt. Under line 8 in the Special Depreciation Allowance section, select the appropriate check box for the question Does this property qualify and are you electing to take the special depreciation for this property?

State extensions: Many states do not require a separate form for extensions if the federal extension form is filed. SureFire supports electronic filing for some state extensions. If SureFire does not support the e-filing of the state extension, it must be mailed.   Using a PIN to Sign an Extension Form Electronically   Form 4868 without direct debit - requires no taxpayer signature, so no PINs are required.   Form 4868 with direct debit - requires that you use either the Practitioner PIN method or the Self-Select PIN method for the signatures.   The Self-Select PIN method requires the following information that is not required by the Practitioner PIN method:   The taxpayer's prior year original AGI (and spouse's, if married filing jointly), or The taxpayer's prior year PIN (and spouse's, if married filing jointly).   Form 2350 with or without direct debit -- requires the taxpayer's prior year original AGI (and spouse's, if married filing jointly), or the taxpayer's prior year PIN (and spouse's, if married filing jointly).   Selecting the Extension Form on the Main Information Sheet   When preparing any extension form you should first prepare the client's return as completely and accurately as possible.   Next, open the Main Information Sheet and select the type of extension form to be e-filed. The selection checkboxes are near the bottom of the form in the PIN information section.   Later, when you are ready to e-file the completed return, select The income tax return in this section. SureFire clears the extension check box.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo presento electrnicamente formularios de extensin en SureFire?

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SureFire allows you to enter 4 box 12 codes, to enter more than 4 box 12 codes you can use the following workaround.   Add a W-2 Wage Statement and enter the first set of 4 codes in box 12 Deduct $1 from Box 1 of this W-2 entry Add a secondW-2 Wage Statement Enter the same employer information Enter $1 in box 1 Enter your additional Box 12 code(s) Repeat steps 3-6 as needed.   Make sure that the total W-2 amount in box 1, for all W-2s added,does not exceed the amount reported to the taxpayeron the printed W-2.

Go to the Asset involved in the 1031 exchange. Select the Sale, Exchange, Disposition button. Complete the Stop Depreciatiomortization section.   If you have multiple assets to discard, see instructions below. Go to form 8824, page 1. Complete Part I. Go to form 8824, page 2. Complete lines 15-25.     To dispose of Multiple Assets, do the following: Go to the Sale, Exchange, Disposition worksheet of the main asset. In the Sale of Depreciable Asset section, enter a number on the first line. Example: 1 Since this is the Main Asset, select the check box on the next line. Then for all of the remaining assets for this bulk disposition, enter a 1 on the first line.

According to the IRS instructions, Form 1099-K is used to report Payment Card and Third Party Network Transactions. You should report the income from the Form 1099-K along with any other sources of income on the appropriate income tax return.   For an Individual 1040 return, do the following: If you're self-employed or an independent contractor, you'll report your 1099-K income on Schedule C of Form 1040. To report your 1099-K income on this form, simply enter your gross 1099-K income on line 1of Schedule C. Your 1099-K income can be entered directly on line 1 or a scratchpad can be used, by using the Go To Existing Link.     For a Business return (1065, 1120, or 1120S), do the following: If you have a partnership, corporation, or an S corporation, you'll report your 1099-K income on line 1a of your form. Find your gross 1099-K income and list it on the correct line. The 1099-K can be entered directly Page 1, line 1a or entered into Trial Balance.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo ingreso una forma 1099-K en una declaracin de impuestos usando SureFire?

Form 4797 is for Sale of Business Property, so the Sale of Principal Residence would not be reported on this form. You will need to complete Schedule D, Wkt 2, Sale of your Home section.

Go toForm K1 P/S - Partner's and Shareholder's K-1 Worksheet. In line 14c - Gross non-farm income. If using the nonfarm optional method to figure earnings from self-employment on Schedule SE, type this amount on Schedule SE, section B, part II. Calculate the return.   Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo introduzco un ingreso no agrcola en una declaracin 1040 utilizando el Formulario K1 P/S en SureFire?

Go to Schedule E pg 1. In the worksheet at the bottom of the Sch E page 1, enter the loss on the "prior year loss carryforward"" field. "

To enter the sale, do the following: Go to Federal Government Form 8949 - Sales and Other Dispositions of Capital Assets. Click Input (tab). In the Federal Information section, enter all applicable information. The gain or (loss) on page 1, column (h), then flows to Schedule D. On Schedule D, the Net short-term capital gain or (loss) is reported on line 7 and the Net long-term gain or (loss) is reported on Line 15. The totals from lines 7 and 15, then flow to the Schedule K-1, line 9a or 11. The Schedule K-1 is then provided to the tax payer to report on their 1040 return.   For more information on sales entered on Form 8949 and how to report them, see IRS Form 1065 Instructions.

Go to Form 1099R. Go to the Exclusion Worksheet section. In Line 1- Amount rolled over, enter the amount that is excludable from income tax.   Note: By entering the amount, the program will lower the amount shown on Form 1040; otherwise, SureFire will calculate the total amount of the pension received (Box 1 or Box 2 of the 1099R) to be taxable. If any other amount from Box 1 or Box 2 is excludable (other than a rollover), enter the amount on Line 2 of the Exclusion Worksheet.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo ingreso un cantidad sujeta a impuestos si el Formulario 1099R, Casilla 2, debe ser cero debido a que no hay intereses en el Formulario 1099R de una declaracin 1040 en SureFire?

Go to Form Sch C. Right-click theLine 27 entry field. Select F9 to link to NEW Sch C Pg 2 - Sole Proprietorship Profit or Loss Pg 2. Enter the Type of other business expenses and Amount entries. Click the File menu, Save Return.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo ingreso los gastos adicionales no incluidos en la forma Sch C (1040) para una declaracin 1040 en SureFire?

Go to 1040 Wkst 3 to Federal Extension Payment and carryover Worksheet Enter theamount on Amount paid with Federal extension (Forms 4868 or 2350). The amount will flow to 1040 pag 2 line 33.

To enter Business Start-up costs on Schedule C (1040), do one of the following: Enteron Schedule C, page 2, Part V or Amortize To Amortize, go to Schedule C, page 1, line 13 and jump toNew 4562 pg 1 - Depreciation and Amortization. On form 4562, page 2, Part VI Amortization, select the first field in the Description of costs column, and jump to the NEW Asset Wkt. On the Asset Wkt, on line 3-Method, choose AMORTIZ. Choose the Amortization code section using the F1 help menu.   Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo ingreso los Business Start-Up Costs (costos de empezar un negocio) en el Schedule C en SureFire 2017?

If you carried forward the return from the prior year the loss would be reported on Form 8582. Since you do not have a prior year return, you will need to enter manually, override may be required on most of the fields. Page 1 of 8582, line 2c enter the amount as a negative number. Page 2 of 8582, Part V: Activity name is 1065/1120S/1041 K1S - enter the amount in column C, you can use the 3rd line, Complete the 8582 AMT if the amount are required but not flow over, follow the same steps as noted above.

The Federal 1099G needed to be added to the return and completed so the information would flow to the GA 1099G.

To enter Estimated Federal Tax Payments on an 1120return in SureFire, do the following:   Go to Federal GovernmentForm1120 - Corporation Income Tax Return. Click 3 (tab) located at the bottom. On Schedule J, Line 13 - 20XX estimated tax payments, click the green arrow tojump to the 20xx Estimated Payments worksheet. Enter all applicable Federal Estimated Payments.   For more information on Corporate Estimates Tax Payments, see IRS Corporate EstimatedTax Payment Instructions.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo ingreso los pagos estimados de impuestos federales en una declaracin de impuestos 1120 en SureFire?

Go to Schedule B, line 5a, and link that line (press F9) to the Dividend Statement. Exempt Interest Dividends are entered in the last column. Note that the first column (Ordinary Dividends) should NOT include the Exempt Interest.   Additional Information:   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo ingreso dividendos de intereses exentos en una declaracin 1040 en SureFire?

Per IRS Form 1041 InstructionsforLine 5 - Rents, Royalties, Partnerships, Other Estates and Trusts, etc.:   Use Schedule E (Form 1040), Supplemental Income and Loss, to report the estate's or trust's share of income or (losses) from rents, royalties, partnerships, S corporations, other estates and trusts, and REMICs. Also use Schedule E (Form 1040) to report farm rental income and expenses based on crops or livestock produced by a tenant. Enter the net profit or (loss) from Schedule E on line 5.See the Instructions for Schedule E (Form 1040) for reporting requirements.  

To enter federal tax withheld from Social Security benefits, do the following:   Go to1040 Pg 1. In Line 6a - Social security benefits, link toNEW 1040Wkt1 - Social Security, Other Income Worksheet. Go to the Social Security and Railroad Tier 1 Benefits section. In theFederal tax withheld line, enter an amount.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo ingreso los impuestos federales retenidos de los beneficios del Seguro Social en una declaracin de impuestos 1040 usando SureFire?

In order for depreciation to flow correctly it must be linked to the parent form, in this case the schedule E. Step 1. Go to the Sch E, page 1, line 19 and click on the chain link and select New 4562 page 1 - Depreciation and Amortization Pg 1. The form 4562 will be added to the forms tree Step 2. Go to the Form 4562, page 1, line 6 click on the chain link and select Asset Wkt - Depreciation and Amortization Worksheet. Asset worksheet will be added to the forms tree Step 3. Add the asset on the Asset Wkt. To add additional assets, right click on the Asset Wkt and select Copy Asset Wkt, repeat step 3 until you enter all the assets on the Sch E property For additional Sch E properties repeat from step 1 above

Add 1040 Wkt 2 (Student Loan Interest, Coverdell ESA and QTP Tuition Fees" to your software and enter the information that is on the 1098-T on this form.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base

Complete 2 separate worksheets for the taxpayer and the spouse Make sure that you enter the same square footage of the home for both activities. The % calculated will be used to allocate indirect expenses to each business

Go to theMain Information Sheet. ClicktheMailing Address section. Type in the name of thesurviving spouse or representative on "Name line 2."" See the instructions below for more information.     Use Name Line 2 only in the following situations:   If the taxpayer or spouse died in the year for which the tax return is being filed or the current year

If you use the link and go the part year Rental worksheet the amounts will not populate, you use this worksheet when you have a part year or part ownership. If Taxpayer own 100% and rent it full year then they do not use the part year worksheet. Remove the part year, rental ownership worksheet To enter depreciation - go to line 18 on the Schedule E and link to the New 4562 pg 1- Depreciation and Amortization, Pg 1 worksheet. From line 6 on the Form 4562, link to the New Asset Wkt - Depreciation and Amortization Worksheet, enter depreciation on this form.

From the Asset Wkt for form 4562, add a new asset and select a Leasehold Improvement that best describes the property you need to input data for, in the Asset Type drop-down Select the parent property from the Sch E in the parent property drop-down Complete the asset worksheet Look at the Schedule E to verify calculations       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo ingreso la mejora de arrendamiento para una propiedad de alquiler en una declaracin 1040 en SureFire?

The most accurate answer for your tax questions will be available via the IRS tax help, instructions for the specific source document that you received from the taxpayer and IRS publications. Additional Information: https://www.irs.gov/publications/p550 - This one is for 2019, but has great details about interest income and how to treat it https://www.irs.gov/businesses/small-businesses-self-employed/cost-basis-reporting-faqs 7. What is market discount? In general, market discount is the excess of (a) a debt instruments stated redemption price at maturity over (b) your basis in the debt instrument immediately after you acquire it. If a debt instrument also has OID, market discount is the excess of (a) the debt instruments adjusted issue price as of the day you acquire it, over (b) your basis in the debt instrument immediately after you acquire it. Although it arises as a result of a purchase at a discount, market discount is a form of interest that is includible in taxable income. Although qualified stated interest received and OID accrued on a tax-exempt debt instrument are tax-exempt and not includible in income, market discount on a tax-exempt debt instrument isnt tax-exempt interest and therefore is includible in taxable income. 8. When is market discount includible in income? Unless you have made an election to include market discount in income as it accrues, you must treat any gain when you dispose of a debt instrument with market discount as interest income, up to the amount of the accrued market discount. In addition, you must treat any partial principal payment on a debt instrument with market discount as interest income, up to the amount of the accrued market discount. In general, market discount accrues over the term of a debt instrument on a ratable basis or, if you elect, on a constant yield basis. For more information about market discount, see Pub. 550 and Pub. 1212.

SureFire - W2 income -If the income is only for Ministerial services, on the Schedule SE, check the box A at the top of the Sch SE if the exempt form 4361 was approved by the IRS. No SE tax will be computed. On 1040 page 2 the Line 57 the Form 4361 will be checked off.   SureFire - 1099/Sch C - You will have to go the SE and override the income to exclude the amount for Ministerial services. This will deactivate the Sch E in the return.   The self-employment income earned by ministers, even if approved by the IRS will not be exempt from SE tax, if the services performed are not considered ministerial services.   https://taxmap.irs.gov/taxmap/pubs/p517-001.htm#en_us_publink100033572 Ministerial services, in general, are the services you perform in the exercise of your ministry, in the exercise of your duties as required by your religious order, or in the exercise of your profession as a Christian Science practitioner or reader. Income you receive for performing ministerial services is subject to SE tax unless you have an exemption as explained later. Even if you have an exemption, only the income you receive for performing ministerial services is exempt. The exemption doesn't apply to any other income.   Most services you perform as a minister, priest, rabbi, etc., are ministerial services. These services include: Performing sacerdotal functions; Conducting religious worship; and Controlling, conducting, and maintaining religious organizations (including the religious boards, societies, and other integral agencies of such organizations) that are under the authority of a religious body that is a church or denomination

Duplicate a copy of 8283 by clicking on 8283 and then shift+F10 now have two forms 8283. You can also right click on for 8283 and click copy.   Form 8283 can't add more lines/rows.

To enter more than four dependents on a 1040 return Enter the first four dependents on the Main Information Sheet. Go to 1040 page 1. Click the first line of the Dependent Information section for the dependent's first name. Create a link by pressing F9, or right-click this line and select "Link"" toadd the ""Additional Dependent"" worksheet. In the Additional Dependent Worksheet

In order to complete a W-2 that contains more thanfour states, use the following steps:   Enter the firstfour states on the W-2 form. Do one of the following: Press Shift+F10. Click the Copy W2 tab. Enter the remaining states on the W-2 copy. Do not enter any Federal information.   This return will have to be paper filed. It cannot be electronically filed.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo ingreso ms de cuatro estados en la forma W-2 en SureFire?

Go to Form 1040 Wkt3 - Child Tax Credit, Federal Extension Payment, and Carryovers Worksheet. InCarryovers from YYYY to YYYY. Where "YYYY"" is the carryover from lastyear to currentyear. InLine 2 -Amount carried forward from YYYY. Listed on Sch 1 line 8. Enter as positive amount

For nominee distributions reported on form 1099-INT: Go to Schedule B - Interest and Ordinary Dividends. In Part I, below the Other Interest section there is an area titled These amounts reduce taxable interest income. In theNominee Distributions field enter the nominee distributions pertaining to form 1099-INT.   For nominee distributions reported on form 1099-DIV: Go to Schedule B - Interest and Ordinary Dividends. InPart II: Ordinary Dividends, locate the Nominee Distributions field. Enter the nominee distributions pertaining to form 1099-DIV..   For nominee distributions reported on form 1099-B: Go to form 8949. Select column (a) then open a New Capital Gain or Loss Transaction Worksheet. To enter information for a nominee, you will enter N in Column (f) for the Code N - Nominee. Then enter the adjustment amount (Nominee share) in column (g).   Note: You can access the code information and additional instructions by pressing the F1 key on your keyboard while on the Capital Gain or Loss Transaction Worksheet, then select How to complete Form 8949, column (f) and (g).

Go to Form 4797 page 1. Locate the Worksheet for Line 8 - Nonrecaptured Net Section 1231 Losses from Prior Years. Enter the prior year amounts on the bottom of the worksheet. Additional Information Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo ingreso las prdidas netas no recuperadas de la Seccin 1231 de aos anteriores en SureFire?

Box 1a shows the ordinary Dividend and box 1b shows qualified Dividend. To report both ordinary and qualified dividends, add the Sch B and the Dividend statement to the return. After you add the Sch B, to add the statement go to Sch B, part II Ordinary Dividends and from the first line use the link to select Dividend Stmt- Schedule B, line 5 Dividend Statement, enter both the ordinary and the qualified dividend on the dividend statement.   Box 2a Go the Sch D line 13 and enter the amount, based on the IRS instructions noted below https://www.irs.gov/pub/irs-pdf/i1040sd.pdf, page D-2 Capital Gain Distributions These distributions are paid by a mutual fund (or other regulated investment company) or real estate investment trust from its net realized long-term capital gains. Distributions of net realized short-term capital gains aren't treated as capital gains. Instead, they are included on Form 1099-DIV as ordinary dividends.   Enter on Schedule D, line 13, the total capital gain distributions paid to you during the year, regardless of how long you held your investment. This amount is shown in box 2a of Form 1099-DIV.   For all lines on the 1099-DIV, refer to the IRS instructions for Recipient1099-DIV Instructions for Recipient

Form 5498, IRA Contributions Information, reports your IRA contributions to the IRS. Your IRA trustee or issuernot youis required to file this form with the IRS by May 31. You will not find this form in the tax software nor will you file it with your tax return. The copy you received in the mail is a copy for your records.   Note: The contributions should have been submitted to you on Form 1099R, Box 1 (https://www.irs.com/articles/what-is-tax-form-5498).   To enter the Form 5498 contributions, do the following: Go to Form 1099R. Enter the contributions in Box 1. Click File Save Return.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo ingreso las contribuciones de Rollover Fair Market Value del Formulario 5498 en una declaracin de impuestos 1040 en SureFire?

If the transaction is for sale of home only, for which the maximum exclusion will be allowed, and you are not required to report the sale to the IRS, do not enteron Sch D, page 1, report the amount on the Sch D Wkt 2 only, in the section for sale of home. If you check 16a as a yes on the Schedule D worksheet, also review line 17 in this section, to ensure that the taxpayer gets the maximum exclusion. To determine if taxpayer gets the maximum exclusion, review the IRS instructions for sale of main home.   Additional information: If you must report the sale of your home, do the following in SureFire Add the form 8949 to the return, link from 8949, part II to the capital gains worksheet On the Capital gains worksheet: Fill in the code for the 1099 column (select from list of letter codes and meaning at top of page) Under the Column (b) date acquired or If the property was inherited, type inherit as the date acquired Enter the date sold, selling price and cost or other basis Enter code H in box F. (you can review the form 8949 instructions for the meaning of the codes) Enter the amount of gain to be excluded as a negative number on Column g. This will flow the sale to the Sch D, you can also complete Sch D Wkt 2, Please also note that while the taxpayer may not be required to report the sale due to gain is excludable from income, see the topic Reporting the Sale   Reporting the Sale - https://www.irs.gov/taxtopics/tc701 If you receive an informational income-reporting document such as Form 1099-S, Proceeds From Real Estate Transactions (PDF), you must report the sale of the home even if the gain from the sale is excludable. Additionally, you must report the sale of the home if you can't exclude all of your capital gain from income. Use Schedule D (Form 1040 or 1040-SR), Capital Gains and Losses (PDF) and Form 8949, Sales and Other Dispositions of Capital Assets (PDF) when required to report the home sale. Refer to Publication 523 for the rules on reporting your sale on your income tax return.   Qualifying for the Exclusion - https://www.irs.gov/taxtopics/tc701 In general, to qualify for the Section 121 exclusion, you must meet both the ownership test and the use test. You're eligible for the exclusion if you have owned and used your home as your main home for a period aggregating at least two years out of the five years prior to its date of sale. You can meet the ownership and use tests during different 2-year periods. However, you must meet both tests during the 5-year period ending on the date of the sale. Generally, you're not eligible for the exclusion if you excluded the gain from the sale of another home during the two-year period prior to the sale of your home. Refer to Publication 523 for the complete eligibility requirements, limitations on the exclusion amount, and exceptions to the two-year.

Navigate to the 1120S Other Information line on the form. For the 1120S, this is the1120S page 4 Scroll down to the Sec 199A section on the statement. Codes V for 1120S returns

Enter as section 179 on the 4562 - line 6 - amount from K-1's Will flow to Sch E offset against the profit and then goes to 1040

Generally, taxpayers can elect to expense part or all of the cost of section 179 property that they place in service during the tax year and use predominantly (more than 50%) in their trade or business. For more information see the IRS instructions for Form 4562.   SureFire will use the amount you enter here on subsequent Business Asset Worksheets that you add to this return.   Line 1, Maximum dollar limitation   If you are not preparing a state return, leave this field blank. SureFire calculates the federal and state fields. See maximum limits above. Line 2, Total 179 elected this return SureFire calculates the total amount of 179 expense claimed on all Business Asset Worksheets in this return. Line 3, 179 remaining for this property SureFire subtracts the total amount claimed from the maximum allowed. If this amount is zero, you cannot claim the 179 expense deduction for this property. Line 4, Auto 179 remaining for this property, if limitations apply SureFire displays this amount if this property is an automobile used more than 50% in the business. Line 5, 179 election amount for this property Type the amount of 179 expense deduction the client wants to claim on this property.The client does not have to expense the entire cost of the property. SureFire calculates depreciation on the any amount over the 179 amount.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo ingreso las deducciones de la Seccin 179 en SureFire?

Go to form NJ 1040. Selectpage 3. On line 41 use the Jump to, to add the NJ Sch A. Complete the NJ Sch A to get credit for taxes paid to another state. Click Save.

To enter the basis adjustment on the Business Asset Worksheet, do the following: Go to Form4562. Select the applicableBusiness Asset Worksheet. Select theDepreciation and Section 179tab. Enter thebasis adjustment on theLine 1b,Federalcolumn entry field. SelectFileSave Return.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo ingreso el ajuste de base (basis adjustment) en el Business Asset Worksheet, Sale, Exchange, Disposition tab, Sale of Depreciable Asset section, lnea 6, para una declaracin 1040 en SureFire?

Enter the amount of income the taxpayer is excluding on the Main Information Sheet, in the Taxpayer Information section of the form. Do not enter this income on Form 1040. SureFire will use the amount of the exclusion entered on the Main Information Sheet to reduce the standard deduction and certain credits according to IRS instructions.         For more information on excluding Puerto Rico income, see IRS Publication 570, Tax Guide for Individuals with Income from U.S. Possessions and IRS Publication 1321, Special Instructions for Bona Fide Residents of Puerto Rico who Must File a U.S. Individual Income Tax Return.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo excluir el ingreso de Puerto Rico?

If contributions (other than employer contributions) were made to the taxpayer's health savings account for 2020, he or she may be able to take this deduction.   Go to the Sch 1. On Line 12, press F9 to link to Form 8889. SureFire calculates the amount from Form 8889, line 13 to this field. Note:See Form 8889 for more information. On Form 8889, press Shift+F1 for the IRS instructions.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo ingreso la deduccin de la Cuenta de Ahorros para que fluya a la Lnea 25 en el Formulario 1040, pg. 1 para una declaracin 1040 en SureFire?

Unfortunately,Maryland does not consider unemployment to be from Maryland sources for a non-resident.       Note:https://taxes.marylandtaxes.gov/Individual_Taxes/Individual_Tax_Types/Income_Tax/Filing_Information/Determine_Residency_Status/If_You_are_a_Nonresident_Filer.shtml

At this moment, SureFire 2017 is not capable ofentering the new 20% Qualified Business Income (QBI) Deduction for pass through income. Note:The 20% QBI deduction will be available in SureFire 2018.

Section D: New York State, New York City, Yonkers, and MCTMT Refundable Credits (cont.) Enter the New York State claim of right credit from New York Form IT-257 on line 15.

Use the Business Vehicle Worksheet to calculate the deductible amount of gas and other expenses for up to four vehicles.   To complete the Business Vehicle Worksheet: Go to Vehicle Wkt. Type the name of the individual or business at the top of the form. For each vehicle, enter the description of the vehicle, business miles, and total miles. SureFire calculates the percent of business use. You may skip the mileage entries and enter the percent of business use directly on the Business use percent lineif you wish. The worksheet totals the expenses and calculates the deductible amount based on the percent of business use. Parking fees and tolls are added in at 100%. This worksheet can be duplicated if you have more than four vehicles. Press Shift+F10 to duplicate the form. Depreciation for these vehicles must be entered by linking from Form 4562 to a Depreciation Worksheet. Use a separate worksheet for each vehicle.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo introduzco los gastos del vehculo en el Business Vehicle Expense Worksheet en SureFire?

Add IRA worksheet to the return:   Click Add Form/Display Form List or press Ctrl+F10. Type IRA Wktin the "Look for:"" box or select IRA Worksheet from the ""Find a form"" list and pressEnter.     To enterTraditional IRA and/or Roth IRA contributions follow the instructions below:   Traditional IRA Contributions: On Line 10

Iftwo or more Form1095-As are received and the policy is not shared, then the amountswill need to becombined for the months that overlapon the same Form 8962 page 1, lines 12-23.

Go to add forms/display list. Add 1040 Wkt 9. Here you can link to various different 1099 forms. Any 1099s already completed will have their withholding information flow here automatically.

If AZ (for example) is the home state, taxpayer will pay taxes on all income earned regardless of where the work was performed. Residents pay tax on all of the income (from all sources) they received during the calendar year. Residents get a tax credit for taxes paid to any other states. Since Nevada does not collect an income tax on individuals, you are not required to file a NV State Income Tax Return. However, since a state like NV does not withhold any taxes, there will not be any credit for taxes paid to another state, so taxpayer must pay taxes on all income to the home state. If taxpayer is non resident of AZ, add the AZ 140NR form and use the RES/NR Worksheet under Misc Form to indicate the income that should be taxed in AZ.

You will need to complete Schedule D, Wkt 2, Sale of your Home section to calculate if your home is eligible for exclusion.

To exempt state interest, do the following; Go to Form1040, line 8a. Select thejump to Schedule B. From line b - Other Interest, jump to the Interest Statement. On the Interest Statement, in the State Adjust column, enter a - sign. Enter the amount to be state exempt.   Notes   Use the "state adjust"" columns only if you are preparing a full-year resident state return for this client. Do not use the ""state adjust"" columns for part-year or nonresident state returns. The Massachusetts or Tennessee state programs do not use the state adjust columns as described here. See the help for those state programs for other instructions.   These columns affect ONLY the full-year resident state return. Use them to do the following:   Subtract income that is taxable on the federal return but exempt on the state return; for example

Prepare and e-file Forms 1098, 1099, and W-2G with the IRS, the same way you e-file annual income tax returns. Complete the return. Create the e-file. Transmit the e-file.   Note: For more assistance, see IRSPublication 1220, Specifications for Electronic Filing of Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo presento los formularios 1098, 1099 y W-2G electrnicamente para SureFire?

You do not need an Employer Identification Number (EIN) to e-file your returns. However, you will need an Electronic Filing Identification Number (EFIN), as well as your Personal Tax Identification Number (PTIN) to e-file your returns.   To add or update your EFIN for SureFire, seeAdding or modifying EFINs on file with CCH SFS. For more information on how to locate yourEFINletter via the IRS website, see Online Tools for Tax Professionals.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo enviar declaraciones de impuestos electrnicamente usando un nmero de identificacin de empleador en SureFire?

If your bank account number is incorrect and you are due a refund, call 1- 8008291954. The IRS will attempt to correct the error, but you may have to follow up with the bank if your refund was deposited into another bank account. If you were making an electronic tax payment, call 1-888-353-4537 to correct the error.

Thedependentinformationwillnotappearontheamendedreturnif thetotalnumberofdependentsdoesnotchange. If you add or remove a dependent and itresultsinthetaxamountchanging,thenthe dependents willappear.

The depreciation is correct . On a 1065 return section 179 deduction will be shown on the partners Sch K. The amount will beshown on page 4, line 12 of the Form 1065, Sch K. The section 179 will not be deducted from income on Form 1065, page 1, line 16a. The amount for section 179 will split among the partners and will be shown on their Sch K-1 line 12. On a 1065/1120S return Section 79 deduction from income will be shown on the partners or shareholder form 1040 return. The amount on line 16a will be for special depreciation and regular depreciation.

Enter last years info from the Sch EIC Wkt coronavirus sections on the NY 215 line 6-8. The box will then check off

Go to the bank applicationin the form tree. Right-clickthe application andselect Print This Form. If you wish to print thebank application, click Printbut if you do not want to print the application,click Print Previewand close it.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo consigo que la casilla de solicitud bancaria desaparezca para poder presentar electrnicamente la declaracin en SureFire?

For each W-2, only enter the spouse's half of all amounts (enter the information for each W-2 on separate W-2s in the program). There is no interaction between the two spouses files. You should not have to override anything. In the attached 8958 screenshots, the information in column 1 is just the total of columns 2 and 3. The amounts in column 2 come from the two W-2s

Remove form 8995A from the return and add form 8995. Per the IRS instructions see below if income is less than 160,000 use form 8995 Individuals and eligible estates and trusts use Form 8995-A to figure the QBI deduction if:   You have QBI, qualified REIT dividends, or qualified PTP income or loss; and Your 2019 taxable income before your QBI deduction is more than $160,700 ($160,725 if married filing separately or a married nonresident alien; $321,400 if married filing jointly); or Youre a patron in a specified agricultural or horticultural cooperative. Otherwise use Form 8995, Qualified Business Income Deduction Simplified Computation, to figure your QBI deduction.

For 2020: It gets reported on the NJ 1040 page 4 line 63.   Line 63 Pass-Through BusinessAlternative Income Tax Credit.   Enter your share of tax from Schedule PTE-K-1received from a pass-through entity, or from Schedule NJK-1 received from an estate or trust.   For 2021: It gets reported on the NJ 1040 page 4 line 62.   Line 62 Pass-Through BusinessAlternative Income Tax Credit.   Enter your share of tax from Schedule PTE-K-1received from a pass-through entity, or from Schedule NJK-1 received from an estate or trust.

Go to the 1040 Pg 2. Go toline Do you want your balance due withdrawn from your checking or savings account by an electronic funds transfer? If "Yes""

Cash payments are reported on Form 1099-NEC , rather than Form 1099-MISC, on Schedule 1 line 8.Entering the total on Line 8 separates it from any wages or salary you earned, this also separates it from self-employment earnings that are calculated on Schedule C, also reported on Schedule 1.

Go to the Preparer Information section at the bottom of the Main Info worksheet and check the applicable box.

SureFire allows you to report on line 35 other adjustments to income. However, verify with the K-1 issuer if they intended to report specially allocated depreciation as a line 13w deduction.

To load CaliforniaForm 568 into a 1065 return, do the following:   Go to Form 1065,Page 2. In Sch B, select the box on Line 1c - Domestic limited liability company.   Form CA 568 should now load into your return.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo cargo el Formulario CA 568 en una declaracin de impuestos 1065 en SureFire?

Add the Sch D, from Sch D, add the form 8949, from the 8949 - line 2 (or any other appropriate line) link to capital gains worksheet

TheSureFire software does not includeForm 1120 vouchers due to corporations are required to use the Electronic Federal Tax Payment System (EFTPS).             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo localizo los comprobantes del Formulario 1120-Corporativo en SureFire?

INSTRUCTIONS   Beginning with tax year 2019, if you need to amend your return, file a new SC1040 and check the Amended Return box on the front. Complete the return as it should have been filed, including all schedules and attachments. Complete this Amended Return Schedule, and submit it with your amended SC1040.This form is in the SureFire soft for 2019, it replaced the SC1040X.

REQUIRED Subdivision code, incorporated subdivision, or county as of 12/31/2016. If part-year resident, enter the information as of your last day of residence if not 12/31/2016. Military who is a MD resident should fill in the physical address and county based on the address used to claim Maryland as the Home of Record with Defense Finance and Accounting Service for 2016.   See F1 help. The correct format is the 4-digit subdivision code, one space, then the name of the political subdivision, city, or town. If not in subdivision, city, or town, enter the county name.   Locate the county name and taxing area in which the taxpayer resided on the last day of the taxable period. Enter the 4-digit subdivision code, one space, then the name of the political subdivision, city, or town. If not in a subdivision, city, or town, enter the 4-digit code and county name. For example, if the taxpayer was a resident living of Allegany county, you would enter: 0100 Allegany County.

For line 13j, the Section 59(e)(2) expenditures is entered onForm 4562.   According to form instructions: Make the election on Form 4562. If you make the election, report the current year amortization of section 59(e) expenditures from Part VI of Form 4562 on line 28 of Schedule E (Form 1040). If you do not make the election, report the section 59(e)(2) expenditures on line 28 of Schedule E (Form 1040) and figure the resulting adjustment or tax preference item (see Form 6251, Alternative Minimum TaxIndividuals). Whether you deduct the expenditures or elect to amortize them, report the amount on a separate line in column (h) of line 28 if you materially participated in the partnership activity. If you didn't materially participate, follow the Instructions for Form 8582 to figure how much of the deduction can be reported in column (f).   For lines 17c-e, amounts are enteredon line 26 of Form6251, Pg. 1.

Tomake the De minimis Safe Harbor election, do the following: Select the Add Form/Display Form List tab. TypeElection to add the Election Explanations form. Press Enter. Note: The correct format of the election should include: Name of election (i.e....De minimis Safe Harbor) An explanation as to why youare making the election The IRS Regulation should be listed Specifically which form(s) and lines are affected by the election             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo hago la eleccin de "De Minimis Safe Harbor"" en el Formulario Sch E para una declaracin 1040 en SureFire? "

In order to get a blue check mark beside the Election form ( Form Tree), text must be entered on the first line of the election form.               Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo hacer para que la forma Election Explanation se marque para e-file en SureFire?

The Preparer Information screen in Setup Assistant allows you to enter ERO/Preparer Information to be displayed on the Main Information Sheet or Form 8879 for 1040 returns.   You must be logged in asthe Admin user to accessthe Setup Assistant.What is SureFire Setup Assistant?   To modify existing preparer information for use on the tax forms, do the following:   Select the preparer you want to modify.   Click the View/Edit button.   Change any necessary information and click OK.   SureFire allows you to select a default preparer and default ERO. To do this, click the drop-down list below Default Preparer and/or Default ERO and select the one you want to be entered on your Tax Form Defaults.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo modificar la informacin de un preparador existente para usarla en una declaracin de impuestos en SureFire?

Check the box "Check to take calculations offline 16

Generally, the IRS issues most refunds in less than 21 days, but some may take longer.   Step 1. Go to the IRS tool, https://sa.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp Verify that the IRS issued the refund to your client. Step 2 . If the IRS issued the refund to your client, contact your bank product or Fee Collect bank, to ask where is your fee?

The electronically filed business return was rejected and you have not been able to resolve the rejection, so you want to paper file the return. In order to paper file the business return, do the following: Notes Before filing a paper return, corporations, partnerships and tax-exempt organizations required to e-file must contact the e-help Desk (1-866-255-0654) to attempt to resolve the rejection conditions. If the rejection conditions cannot be resolved, these taxpayers must receive authorization from the e-help Desk before filing a paper return.   To be considered timely filed the paper return must be postmarked by the later of the due date of the return, including extensions, or 10 calendar days after the date the IRS last gives notification the return was rejected as long as: The first transmission was made on or before the due date of the return (including extensions) and The last transmission was made within 10 calendar days of the first transmission.   Follow the steps below to ensure that the paper return is identified as a rejected electronic return and the taxpayer is given credit for the date of the first rejection within the 10-day transmission perfection period: The taxpayer must call the IRS e-help Desk (1-866-255-0654) to advise that they have not been able to have their return accepted. The e-help Desk will provide a case number to the taxpayer. The taxpayer should prepare the paper return and include all of the following: An explanation of why the paper return is being filed after the due date A copy of the reject notification A brief history of actions taken to correct the electronic return 3.Write in red at the top of the first page of the paper return REJECTED ELECTRONIC RETURN [DATE]. The date will be the date of first rejection within the 10-day transmission perfection timeframe.   For detailed information see IRS Publication 4163 - Modernized e-File (MeF) Information for Authorized IRS e-File Providers for Business Returns           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo presento una declaracin comercial en papel que fue rechazada cuando se present electrnicamente?

in tax year 2020 the cost will populate whether or not the date acquired is more than or less than 12 months

On page 1 of the MS1 105 return, go to line 32, check the direct deposit box to display the direct deposit amount on page 3, line 1, refund.

If a federal Form 8879 is generated, no MO-8453 needs to be produced or signed. The federal Form 8879 is considered the Missouri signature document, even if the return is transmitted stand-alone. The 8879 is retained by the preparer for three years.

Go to the Main Info form. In the dependents section, remove the data from each field relating to the dependent. Save the return.   Note: If there is more than one dependent listed, and removing that dependent, left a blank line above one of the other dependents, the dependents will need to be moved up, so there are no empty lines.

On 1040 pg 2, answer the question No to direct debit the balance due. Then the form can be deleted from the tree.

To remove preparer information, do the following: Go to the Main Info page. Go tothe bottom of the page to the Preparer Information section. Click on each field containing preparer information and press the Delete key. Go to Form 8879 and repeat steps 1 through 3. These steps will remove the preparer information from the federal and state return.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo elimino la informacin del preparador de una declaracin 1040 y estatal en SureFire?

Open up the main information- Remove the selection forForm 4868 without direct debit. No PINs required or Form 4868 with direct debit Open up the US 4868- Remove the check from the " check here if using this form. Create the e-file for the 1040 return "

On the NY 05.9 pg 1, line 16, the statement under line 16 states, "If your 2019 tax was zero and you were a New York State resident or a nonresident or part-year resident with New York source income

Go to Sch 1. On Line 8- Other income, click in the field andlink (hit f9). Select New 1040 Wkt7 - Other Income Worksheet for 1040, 1040NR, click OK. On line 1click in the field andlink (hit f9), New W2G- Certain Gambling Winnings, click Ok Enter the Form 1042-S amount on Line 1. Save the return.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo declaro un Formulario 1042-S, cdigo 28, gambling winnings, en una declaracin 1040 en SureFire?

https://www.thebalance.com/how-to-report-1099-misc-box-3-payments-on-1040-4165696   How to Report 1099-MISC Box 3 Income Incentive payments and other types of income that appear in box 3 are reported on line 8 of Schedule 1 with the 2019 Form 1040. You would then enter the total amount of other income as calculated on Schedule 1 on line 8a of Form 1040. This is not the same 1040 that you used when you filed your 2018 tax return in 2019. There was no Schedule 1 for tax years 2017 and earlier, and the Form 1040 and Schedule 1 have additionally changed since the 2018 tax year. Entering the total on line 8a separates it from any wages or salary you earned, which are entered on line 1, and from self-employment earnings that are calculated on Schedule C then also reported on Schedule 1. This tells the IRS that this money isn't subject to self-employment tax, Social Security, or Medicare because it wasn't salary, wages, or self-employment income.   Can You Deduct Expenses From Other Income? Unfortunately, you cant deduct work-related expenses from the total of your other income. You used to be able to claim work-related expenses through 2017 if you itemized your deductions, but these expenses were among the miscellaneous deductions that were eliminated by the Tax Cuts and Jobs Act effective 2018 through 2025. Self-employed individualsthose with earnings reported in box 7 of the 1099-MISCcan still deduct their costs of doing business on Schedule Cbut then they have to pay the self-employment tax on the balance.

In order to report a second primary residence sale, do the following: Go to Form Sch D Wkt 2. In the Sale of Your Home section, go to line 17 - Maximum exclusion. PressF9and selectNEW Sale of Residence Exclusion Worksheet and click OK. Complete the applicable information regarding the sale of home for the taxpayer and spouse.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo reporto una venta de dos casas principales para una pareja de recin casados en SureFire?

Cancellation of debt income has many factors that contribute to whether or not the income is taxable. Due to this, Form 1099-C for cancellation of debt is not currently in the SureFire system. We recommend that the preparer visit the IRS website and research when and how to report cancellation of debt based on each taxpayer situation.   Generally, data from a Form 1099-C, Cancelled debt (box 2) is reported on Form 1040, line 21 for 2017 and prior. But for 2018, 2019 and 2020, it is reported on 1040 Schedule 1 Line 8, for 2021 on 1040 Schedule 1 line 8z, using Wkt 7. However, as noted above there are cases where this should be reported elsewhere, or not reported at all. If you are excluding income due to due to indebtedness reported on 1099-C you may also want to complete Form 982. Note: Form 982 is informational, and does not flow to any form in the return. It only shows the IRS the amount you have excluded from and income and the reason you excluded the income   Additional Information   Forinformation on reporting debt cancellations,see theIRS Instructions for Forms 1099-A and 1099-C. For information on reporting cancelled debt from Form 1099-C, seeIRS General Instructions for Certain Information Returns.     Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo reporto la cancelacin de la deuda reportada en la forma 1099-C cuando uso SureFire?

Refer to IRS pub 555 and Instructions for form 8958   Taxpayer and Spouse did not live together all yearand met the 4 conditions for filing a MFS return   Four Conditions: You and your spouse lived apart all year. You and your spouse didn't file a joint return for a tax year beginning or ending in the calendar year. You and/or your spouse had earned income for the calendar year that is community income. You and your spouse haven't transferred, directly or indirectly, any of the earned income in condition (3) above between yourselves before the end of the year. Don't take into account transfers satisfying child support obligations or transfers of very small amounts or value. 2. Report all of the taxpayer income on the tax return 3. Complete form 8958 (which is an informational worksheet, amounts will not go the 1040) a. Override as needed to show community property income for both spouse on the form 8958   Taxpayer and spouse lived together and choose to use MFS for better tax position. 1. If Spouse lived together all year and choose to use the option to MFS combine the community property income for both spouse and split 50%,including taxes override as needed to reflect is TW. 2. If you complete the return as MFJ you can you the Split MFJ return feature 3. Complete form 8958 and override as needed   Reference Example: Pub 504 Example.(p25) - https://taxmap.irs.gov/taxmap2016/pubs/p504-008.htm#TXMP0d2ee7e3 George and Sharon were married throughout the year but didnt live together at any time during the year. Both domiciles were in a community property state. They didnt file a joint return or transfer any of their earned income between themselves. During the year their incomes were as follows:   George Sharon Wages $20,000 $22,000 Consulting business 5,000 Partnership 10,000 Dividends from separate property 1,000 2,000 Interest from community property 500 500 Totals $26,500 $34,500 Under the community property law of their state, all the income is considered community income. (Some states treat income from separate property as separate incomecheck your state law.) Sharon didnt take part in George's consulting business. Ordinarily, on their separate returns they would each report $30,500, half the total community income of $61,000 ($26,500 + $34,500). But because they meet the four conditions listed earlier under Spouses living apart all year, they must disregard community property law in reporting all their income (except the interest income) from community property. They each report on their returns only their own earnings and other income, and their share of the interest income from community property. George reports $26,500 and Sharon reports $34,500.     Pub 555 page 3 Community or Separate Property and Income If you file a federal tax return separately from your spouse, you must report half of all community income and all of your separate income. Likewise, a registered domestic partner must report half of all community income and all of his or her separate income on his or her federal tax return. You each must attach your Form 8958 to your return showing how you figured the amount you are reporting on your return. Generally, the laws of the state in which you are domiciled govern whether you have community property and community income or separate property and separate income for federal tax purposes.

How do I report multiple Forms 1095-A for the same taxpayer? Part II, Claiming Credit and Reconciling Advances The taxpayer should have received a Form1095-Ainformation statement that covers each member of the tax household who obtained coverage through a Marketplace. This form will contain the amount of the actual premiums, the amount of the second-lowest price silver plan, and the amount of any advances on the credit, broken down by each month of the year. This information is going into Part II. If there aremultipleForms1095-Afor the same taxpayer, add the amounts when filling out the columns in Part II. If one Form1095-Ais shared between taxpayers (e.g., due to a marriage or divorce during the tax year), only the amounts allocated under Part IV are entered. Check the Form 8962 Form Instructions for a more detailed description of entering Form1095-Ainformation onto Part II. For more information go tohttps://www.irs.gov/affordable-care-act/individuals-and-families/health-insurance-marketplace-statements       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo reporto mltiples Formularios 1095-A para el mismo contribuyente en SureFire o ?

Stock option(s). Show the spread (that is, the fair market value of stock over the exercise price of option(s) granted to your employee with respect to that stock) from your employee's (or former employee's) exercise of nonstatutory stock option(s). Include this amount in boxes 1, 3 (up to the social security wage base), and 5. Include this amount in box 14 if you are a railroad employer. This reporting requirement does not apply to the exercise of a statutory stock option, or the sale or disposition of stock acquired pursuant to the exercise of a statutory stock option. For more information about the taxability of employee stock options, see Pub. 15-B.

Ohio does not offer Direct Deposit if you paper file. A refund check will be mailed to thetaxpayer in 8-10 weeks.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo selecciono el depsito directo para una declaracin en papel presentada en Ohio IT-1040 en SureFire?

To select Fast Cash Advance, do the following: In an open return, select SB App Pg 1 from the Form Tree. Under Fast Cash Advance, answer all questions by selectingthe appropriate check box. Under Bank Product Analysis, select the check box in the Fast Cash Advance only column. Mark the Walmart MoneyCard or Check for "If Fast Cash Advance only is selected

Enter short term and long term transactions directly on Form 8949.   Go to Sch D Pg 1. Right-click Line 1b, 2, or 3 for short term transactions. Select NEW 8949 Pg 1A - Sales and dispositions of Assets Pg 1A and click OK. Right-click Line 8b, 9, or 10 for long term transactions. Select NEW 8949 Pg 2D - Sales and Dispositions of Assets Pg 2D and click OK. The transactions will flow back to the Schedule D. The Capital Gain or Loss Transactions worksheet can also be used to enter transactions. Go to the Sch D Pg 1. Go to the Short-term totals line (under Line 3) or Long-term totals (under Line 10). Right-click the field and select Link. Select the NEW Cap GN Wkt - Capital Gain/Loss Transaction Worksheet and click OK.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo separar transacciones de plazo largo y plazo corto en el Schedule D en una declaracin de impuestos 1040 usando SureFire?

Go to Main Information Sheet. Inline 6(a) - Exemptions, Check if you can be claim another person's return. Select the checkbox.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo especifico que el contribuyente puede ser reclamado en la declaracin de impuestos de otra persona en SureFire?

To split your Married Filing Joint return in SureFire, do the following: Create a return Go to Main Info Enter First name, Last name, and SSN for each Taxpayer and Spouse Go toFile Split MFJ Return. Close the return. You should now have two returns in your returns list, one for each spouse.                   Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo divido una declaracin de impuestos de Married Filing Joint en dos Married Filing Separate en SureFire?

From Tasks You Do Most Often: Click Change Package. Click C Corporation - 1120C. Click OK. Click Start a New Return. Type in the EIN for the business.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo inicio una declaracin en el paquete 1120 en SureFire?

To transmit returns to the Electronic Filing Center: Log into SureFire. Open the return you want to transmit. Click Diagnostics. Once you have cleared all diagnostic errors, click the e-File button. Close the return. Click Communications Send Federal/State Returns. A selection screen will open listing all of the e-files you have created for training returns. Select the e-fileto transmit, then, click the Send. The transmission process will begin. Follow the on-screen prompts. Wait to receive an acknowledgement from the IRS. Notes: To get theacknowledgment you will need to click Communications Get Acks, Mail and Updates. To verify if the return was accepted, see our Knowledge Base article detailing how to use Return Query on the Solution Center.

If your address is wrong with the IRS, you need to fill out form8822 and mail it to them. If you are using direct deposit, your refund won't be affected, but you may not get important correspondence from the IRS if you don't update your address. Also, if there is any kind of problem with your direct deposit, the IRS mails a check to the address on file with the IRS.   It can take four to six weeks for a change of address request to fully process.   You may also notify the IRS by calling them atIndividual Help Line 800-829-1040 -7 a.m. to 7 p.m. local time They will need you to verify taxpayer identity and the address they have on file for taxpayer. Please have ready taxpayer: full name new address old address date of birth Social Security number, ITIN or EIN They may request additional information to verify taxpayer identity.       Resource: https://www.irs.gov/faqs/irs-procedures/address-changes/address-changes

Taxpayers can use money made from self-employment, including if they own or operate a business or farm to qualify for earned income credit. Partners income from a 1065 Partnership will qualify as self-employment income. However,S corporationincomeis notself-employment incomeand is not subject toself-employmenttax and therefore not considered earned income for EITC. Self-employment income also include income if you are a minister or member if a religious order or if you are a statutory employeeand have income.

Sec. 1. 199A-1(d)(2)(iii)(B), the negative overall QBI amount carries forward to the succeeding year and is treated as arising from a separate trade or business. Those losses carry over indefinitely until completely offset by positive QBI.

The return will need to be paper filed.There is a required statement and form 1040 contains no Section 965 specific fields to enter data in to allow e-filing of the return.   For more information and guidance on how to report Section 965, see IRS - Questions and Answers about Reporting Related to Section 965 on 2017 Tax Returns

Watch this video to learn about the process: https://youtu.be/l7MhfxNdDKs

You must indicate this form either Business or Individual. If you select the Individual check box, you must enter either T for taxpayer, S for spouse or J for a joint return. Information will carry over from the Main Information Sheet.   Part I: Figuring the Tax   Line 3 Complete line 3 only if the taxable gross weight of a vehicle increases during the period and the vehicle falls in a new category. For instance, an increase in maximum load customarily carried may change the taxable gross weight.   Figure the additional tax using the worksheet in the IRS form instructions.   Line 5 Complete line 5 only if you are claiming a credit for tax paid on a vehicle that was either:   Sold Destroyed or stolen before June 1 and not used during the remainder of the period, or Used during the prior period 5,000 miles or less (7,500 miles or less for agricultural vehicles).       The amount claimed on line 5 cannot exceed the tax reported on line 4.   Part II: Statement in Support of Suspension   Line 7 Complete line 7 to suspend the tax on vehicles expected to be used less than the mileage use limit during a period.   Page 2   Tax computation: Use column (a) for listing amounts for vehicles that are not used for logging or are Canadian/Mexican. Use column (b) for logging vehicles.   Complete all applicable information. See the IRS instructions for Form 2290 for more information.   Page 3   You must list every vehicle on this form. Be sure to list vehicles from which tax is suspended on Part II of Schedule 1.   You may open additional copies of this page by pressing Shift+F10.   Complete all applicable information. See the IRS instructions for Form 2290 for more information.   Page 4   Consent to Disclosure of Tax Information Enter the name and EIN.  

Work around: override Line 2 on Sch SE.

There is no limit to how many W-2G Forms you can e-file.               Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cuntas formas W2-G pueden estar presentes en una declaracin de impuestos en SureFire?

Go to 1120 pg1 click on line 20 and hit f9 to link to the 4562, on the 4562 go to line 6 and hit f9 to link to the fixed asset

You will need to report the amount on 1040 Sch 3 Pag 1- line 6j and use F9 to jump to the form.   Or add the Form 8911 from Add Form tab and complete the information required. The credit will flow to the 1040 Sch 3

SureFire does not support formsCT-1120RC CT-1120 RDC and does not allow for attachments of these forms. If needed, this information can be entered on form CT 1120K Pg 2 Line 14 and 15 column A for 2021 and column C for 2022.

Workaround: Manually add the form W2G

Go to the state w2 and right click and choose copy w2, check the check here after verifying the information below box

You want to go to the bottom of the 1040 page 2 and look for the checkbox for 1040 ACH/ES form and select Yes or No depending on what you want to do

Add form 1120X.

On page 1 of MT 1040 return, the customer has the option to select the check box stating "Check here if amending the return"". "

Go to RI 1040 pg 1. Check the Amend return box. Make the changes. Add the RI supplement form, and enter the explanation for changes made.

Go to Form SC 1040 Page 1 and check off boxes : If you are filing an amended return, check this box to override all original entries on Schedule AMD before making any changes to Federal or state and before checking the amended return box below:   "If this is an amended return

The capital gains adjustment is based on a formula in the IRS instructions for Form 1116 Instruction for form 1116, page 8 How to make adjustments. To adjust your foreign source qualified dividends or capital gain distributions, multiply your foreign source qualified dividends or capital gain distributions in each separate category by 0.4054 if the foreign source qualified dividends or capital gain distributions are taxed at a rate of 15%, and by 0.5405 if they are taxed at a 20% rate. Include the results on line 1a of the applicable Form 1116. You adjust your foreign source qualified dividends or capital gain distributions taxed at the 0% rate by not including them on line 1a.

SureFire Updates every day at 10AM   Module Status -https://support.SureFire.com/support/TWJurisdictionStatus   FormStatus -https://support.SureFire.com/support/FormStatus/FormName

Use Form 8606 to report:   Nondeductible contributions you made to traditional IRAs, Distributions from traditional, SEP, or SIMPLE IRAs, if you have ever made nondeductible contributions to traditional IRAs, Distributions from Roth IRAs, and Conversions from traditional, SEP, or SIMPLE IRAs to Roth IRAs.       Fill in the IRS Worksheet and Forms 1099-R first. Then complete this form. Many entries will be calculated for you.   SureFire includes two Forms 8606: one for the taxpayer and one for the spouse. Be sure you select the correct form.   Select the check box at the top of the form if you are filing this form by itself and not with your tax return.   Part I: Nondeductible Contributions to Traditional IRAs and Distributions from Traditional, SEP, and SIMPLE IRAs   Complete Part I only if one or more of the following apply:   Your client made nondeductible contributions to a traditional IRA for 2020. Your client received distributions from a traditional, SEP, or SIMPLE IRA in2020and made nondeductible contributions to a traditional IRA in2020 or an earlier year. For this purpose, a distribution does not include a rollover, one-time distribution to fund an HSA, conversion, recharacterization, or return of certain contributions. Your client converted part, but not all, of a traditional, SEP, or SIMPLE IRA to a Roth IRA in 2020 (excluding any portion you recharacterized) and made nondeductible contributions to a traditional IRA in 2020 or an earlier year.       Part II: 20YY Conversions From Traditional, SEP, or SIMPLE IRAs to Roth IRAs   Complete this part if the taxpayer converted part or all of their traditional, SEP, and SIMPLE IRAs to a Roth IRA in 2020 (excluding any portion the taxpayer recharacterized).   Part III: Rollovers from Qualified Retirement Plans to Roth IRAs   Completethis part only if the taxpayer took a distribution from a Roth IRS in 2020. For this purpose, adistribution does not include a rollover, a qualifiedcharitable distribution, a one-time distribution to fund an HSA, recharacterization, or the return of certain contributions. See the IRS form instructions for more information.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo completar el Formulario 8606: Nondeductible IRAs?

You would create 2 part year states, create and e-file the states, once they are accepted and you remove the state and add another part year state

Line 28 SureFire completes line 28, columns (a) through (f) with information from K-1 P/S Worksheets.   If the taxpayer, reported a loss, received a distribution, disposed of stock, or received a loan repayment from an S corporation, you must attach a pdf of the basis computation in order to e-filing.   You should fill in K-1 worksheets in SureFire before completing Schedule E.   If you have more than four K-1s calculating information to this line, SureFire calculates the total of the fourth and all additional K-1s to line D. SureFire will display the text "ALL OTHERS"" on Line D

If you have an adjustment that should be made for the Federal return:   On Schedule B, line 1b, link (F9) to the New Interest Statement: Schedule B Line 1b Interest Income. There is a column named NAEOB. Mark N for Nominee, A for Accrued Interest, E for Exempt Interest, O for OID (Original Issue Discount) Adjustment and B for Amortized Bond Premium Adjustment.   The next column, NAEOB amount, should be used to enter the nominee, accrued, exempt, OID adjustment, or amortized bond amount.   See F-1 help for Schedule B and the statement for more information. If you are unfamiliar with these adjustments, consult a tax reference such as IRS Publication 17.   If you need to adjust interest for states:   To make adjustments for state tax purposes, go to the State adjust column on the Interest Worksheet. This column should be used if the state taxes interest differently than the Federal government. For instance, use this column if the interest is tax-exempt for Federal purposes, but taxable for your state.   Enter either a + or - symbol in the appropriate column here to show whether the interest should be added or subtracted from the state return. Then, enter the amount that is taxed differently from Federal.   Some states may use this column differently. Check the F1 help on state forms for more information on how each state uses the column.   Example: The interest income is tax-exempt for Federal purposes, but taxable for the state. Go to the NAEOB column and enter E, then enter the amount that is tax-exempt. Then, go to the State Adjust column and enter a + and the amount of the interest that is taxable to your state. The income will be shown as tax-exempt on the Federal return, and taxable on the state return.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo ingresar ajustes de Ingresos por Intereses?

Start at the depreciation line on the form that you wish the depreciation to carry to (for example: if you need the depreciation to carry to the Schedule C, start at line 13 of the Schedule C). Click in the field and link, or hit (F9),to theNEW 4562 Pg1- Depreciation and Amortization Pg 1. Go to line 6a (description) and link, or hit (F9), to a NEW Asset Worksheet- Depreciation and Amortization Worksheet. Enter the item to be depreciated on the worksheet. Complete a separate Depreciation Worksheet for each asset.   You can get additional information on completing the depreciation worksheet using F1 help.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo ingresar la depreciacin en una declaracin de impuestos?

W-2 or 1099 from Foreign Employer If the W-2 or 1099 is from an employer with a foreign address, enter the address in the foreign address fields below the US address fields.

Page 1   An Offer in Compromise is an agreement between the taxpayer and the government that settles a tax liability for payment of less than the full amount owed.   You must indicate this form as either Business or Individual. If you select the Individual check box, you must enter either T for taxpayer, S for spouse or J for a joint return. Information will carry over from the Main Information Sheet.   Read each item and select the appropriate check boxes.   See the IRS instructions for Form 656 for more information.   Page 2   Section III: Reason for Offer Enter an explanation of the circumstances.   Section IV: Low Income Certification (Individuals Only) Read the information on screen to determine if you qualify for low-income certification.   Section V: Payment Terms Enter the amount of your offer and select the applicable check box for payment options.   Page 3   Section VI: Designation of Down Payment and Deposit Enter the applicable information for down payments and deposits.   Section VII: Source of Funds Enter the sources of funds that shall be obtained to make the offer in compromise.   Page 4   Section XI: Third Party Designee Select the applicable check box to indicate if you want another person to discuss this offer with IRS.   If "Yes"" enter the name and phone number of that person.    

Enter the amount on Form 1065, Page 4, Schedule K, Line 20 (z).

If the return includes six or fewer interest income items, all taxable to Federal and state, enter them on lines 1b-1g. If there are more than six items, or if you need a worksheet, enter ALL items on the Additional Interest Income statement, which you can access by pressing F9 on any line in this section.   You should use the statement if:   there are more than six payers; the state return treats the interest differently from the Federal; you want to designate ownership of the income to taxpayer, spouse or joint; any of the interest is a nominee distribution, accrued, tax-exempt, OID adjustment, or ABP adjustment (see IRS Publication 17 or Schedule B instructions for more information); there are penalties or withholding on the interest; any of the interest is tax-exempt interest from private activity bonds.       Note: The name and amount only calculate back to lines 1b - 1g of Schedule B from the statement when there is a taxable amount on the statement. Example: If you enter $1000 of tax exempt interest on the first line of the Interest Statement that amount will not be shown on the Schedule B, line 1b.   If you are preparing a state return, you should consult the instructions for the particular state before using the State Adjust columns on the Interest Income statement.   Tip: If needed, you can duplicate the statement for additional entries, by pressing SHIFT+F10.  

TheIdentity Protection Pinis entered onIdentity Protection Pinsection on theMain Information Sheet.   Note: TheIdentity Protection Pindisplays in the signature section at the bottom of the form 1040, Page 2when printed.     Additional Information   For more information on theIdentity Protection Pin, please reference tohttps://www.irs.gov/identity-theft-fraud-scams/frequently-asked-questions-about-the-identity-protection-personal-identification-number-ip-pin       Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo ingresar el nmero Identity Protection PIN en una declaracin de impuestos 1040 usando SureFire?

Enter the county or City space and then the code

Unreimbursed partnership expenses.   The IRS requires that each of the items above be reported on a separate line on line 28. If you fail to do this, the IRS may send the client a notice of additional tax due because the amounts reported by the partnership or S corporation on Schedule D-1 do not match the amounts reported by the client on the tax return.   Since SureFire fills in line 28 from K-1 worksheets, you should create a K-1 P/S worksheet for each of these items. It should be the first, second, or third K-1 worksheet you complete, so that it does not get combined with the fourth and all other K-1s on line 28D. On the K-1 worksheet, enter the applicable information, as follows: Enter PYA (prior year amount) or UPE (unreimbursed partnership expenses) in the Name of partnership or S corporation field, Enter P (partner) or S (shareholder) in the P/S field, and Enter the Federal ID (employer identification number). Close the K-1 worksheet and open Schedule E, page 2. On the line where the K-1 data calculates, enter the applicable amount in the correct column, according to the IRS instructions for Schedule E, line 27. You will have to press F8 on the field to override before you can type the amount.

Read the instructions for line 5 on the form. It states that for married filing joint, the spouse's income would be entered on the 2441 line 5. The customer did not mark the spouse income correctly on the W2 form or a Schedule C (at the top) then 0 will be entered on line 5 of the return.

Since you are claiming EIC You will need to add the IL Sch E/EIC (2022) Fill out the form and make sure on the IL EIC pg 2 line 2a check the box "Does your occupation require a city

Removed the form 8825 appears to be root cause of the issue and add it back and fill out the required information.

For line 5 to populate, you must meet these conditions:   "You are required to file this return if the gross business receipts were greater than $207

1) 990 p4 line 38 should be Yes 2) 990 p7 Sch VII checkbox at the top should be checked

Open the 1040 return, if you have a Sch E pg 2 link to the K1 worksheet from there ,if you do not had Sch E pg 2 add it, once the K1 is open enter the EIN and check the P/S box and it will prompt that K1 information exist, add it.

Problem: Unable to locate Form 1099-Q in SureFire.   Resolution:   From the list of forms, select the form 1040 Wkt2, SureFire will add the form 'Student Loan Interest, Coverdell ESA and QTP, Tuition and Fees' to the return. Go to the 'Education Savings Accounts (ESAs), QTPs and ABLE accounts' section On line 1, 'Taxable distributions from QTPs', hit F9 to add a 'NEW ESA Wkt - Education Savings Account Worksheet' Enter the distributions from Coverdell ESAs shown on Form 1099-Q on line 1.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo ingresar la forma 1099-Q Payments From Qualified Education Programs en SureFire?

Enter on GA Sch 2 - credit code should be 136

If you need to list more than 14 transactions of the same type from the Capital Gains or Loss Transactions Worksheet, you can duplicate the 8949 form as needed. To duplicate the form you'll click on the "Copy 8949 Pg" button at the top of the form.  Once you duplicate the form to list more than 14 transactions, you must enter a sequential copy number on each duplicate form. The first parent or starting form should be changed from 0 to 1 Once we have the first form set to 1 we'll navigate to our newly copied page and change the number to 2. This copying and numbering process can be continued on if you need more pages to list the transactions. This can be done for each short and long list of pages.   

From inside a return Select the Add a Form tab Search for CA 540X Once the form is highlighted select the open button This will add the CA 540X to your return

To print Spanish forms, simply check the appropriate box at the top of the Main Info form. Choose Spanish on the screen and printed or Spanish formsprinted only. After selecting one, press F10 or click the Up One Level icon, and then go back to the forms.   Note: Remember not all forms are available in Spanish.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo imprimir formas en espaol en SureFire?

First follow one of the next options: 1. Go tohttps://returnquery.SureFire.com/select Rehang under heading Rehang Ack. 2. Go to https://support.SureFire.com/ Log in as ADMIN Click EFILE Return Query Enter SSN/EIN and search select Rehang under heading Rehang Ack.       Then on SureFire go to communications Get Acks mail and updates and process the acknowledgment. After that you should be able to create the e-file and transmit the file.

Assets will be removed when they are disposed, sold or exchanged. If you did not dispose of the asset using the disposition tab in the software, you will need to manually delete the asset(s).

There are many ways you can do this, the easiest two are: Open the desired form. Select 'Remove form' at the top of the form.     You can also try: Find the desired form on the form tree to the left of your program. Right click on the form. Click Remove form.

Select code 6 in Box 7 of 1099-R.

To report your 1099-K income on this form, simply enter your gross 1099-K income on line 1 of Schedule C.

  Go to 1099R and check the box to exclude ins premiums for retired public safety officers (PSO) and enter qualified amount   SureFire/SureFire Web Version Go to 1099R Exclusion worksheet, line 4, to exclude ins premiums for retired public safety officers (PSO) and enter qualified amount.

Go to Sch 1 pg 1 line 8z, enter a description and amount. You can use F9 to link to wkt 7.

If the 1099-MISC reflects income for someone who is self-employed, you would link (press F9) from line 1 of the Federal Schedule C to a New 1099MISC.   If it was miscellaneous income as a subcontractor or babysitter, etc., link from Sch 1 line 8to a New 1099MISC. If it is income that needs to be reported on Schedule E, link from line 3 for Rents or line 4 for Royalties on Schedule E. Complete this form exactly as it is on the form that you received from the payer.   Note: If this is considered non-employee compensation, you would link (press F9) from line 1 of the Federal Schedule C to a New 1099NEC. If this is not done correctly, the IRS will send a letter to the taxpayer asking for proof that this should not be self-employment income. Check with the taxpayer to see what type of income the form is reporting, and see the Schedule C or Schedule SE instructions to find where this should be reported. There should also be information on the back of Form 1099-MISC to help you with this conclusion. If you are still in doubt, check with the payer or with the IRS.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo reportar ingresos del Formulario 1099-MISC en SureFire?

To enter 529 plan contributions information on GA return must go to SCH1 line 9.

This information includes steps for the 1040 individual package. Some steps may vary slightly, depending on the package you use.   To start a new return, use the following steps:   Do one of the following: Click the Start a New Return link on the home page. Click the File menu and click Start a New Return. Press the Ctrl+N keys. Enter the primary Social Security Number for the tax return in the SSN box and press the Tab key. If you are not carrying forward prior year data, enter the SSN again in the Re-key SSN box and click OK and the return will open. If you carried forward prior year data for the SSN, SureFire displays a message box similar to the following:   Click Yes to load carry forward data. If there is carry forward data and you select Yes to load it, the return loads at this point and you do not have to re-key the SSN. Note: By default, the Use SSN to name file feature is enabled. If this check box remains selected, SureFire automatically inserts the SSN in the File name box. If this check box is de-selected and the feature is disabled, you must enter a different file name in the File name box. By default, the Prompt if Return not Carried Forward feature is disabled. If this check box remains deselected, you will not receive a prompt when starting a new return with a taxpayer SSN that was used in a return last year, but not carried forward. If this check box is selected and the feature is enabled, you will be prompted when you start a new return with a taxpayer SSN that was used last year.   Click Yes to carry forward and load data into the new return.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo empezar una declaracin de impuestos nueva en SureFire?

Go to the Main Info sheet, enter the resident states, part-year resident states, and the first five non-resident states. Add all wage and income-related forms to the return for all states. Note: If there are more than four states on the W-2, seeSureFire: 1040 Form Instructions - Form W-2 - Wage and Tax Statement Complete the federal return. Complete the state returns for the states that are in this return. Note:Some states cannot be filed as un-linked. These need to be filed at the same time as the federal return. Create the e-file(s) and transmit the returns. Note: Many resident states offer a credit for taxes paid to the non-resident state. Do not file the resident state return until you have completed all returns. Once you have received an Accepted "Acknowledgement: for all the returns e-filed

https://www.irs.gov/taxtopics/tc701 Qualifying for the Exclusion. You're eligible for the exclusion if you have owned and used your home as your main home for a period aggregating at least two years out of the five years prior to its date of sale. How does SureFire handle this situation? Step 1 Record the rental property on the Asset worksheet if you have no yet done so Step 2 Dispose of the asset and add the selling expenses Step 3 The gain will flow to form 4797 Step 4 On the Sch D worksheet 2 report sale of home, complete the entries, including enter the depreciation on line 9 Step 5 The gain from the sch D worksheet 2, will flow to 4797, you may have to override Form 4797, line 30, page 2 to reflect the gain calculated on Sch D worksheet 2 Note: Depreciation expense will not be excluded from tax

SureFire uses line C for any royalty income from K-1 P/S (partner/shareholder) Worksheets. SureFire displays the words "FROM K-1"" in the Address field when there is royalty income coming from one or more K-1 P/S Worksheets.   If the client has K-1s

SureFire does not have a Oil Gas Worksheet.

If you start a return with Apply for ITIN, then later find out the taxpayer already has ITIN or SSN, you should delete the return.   Once the return has been deleted, start a new return. SureFire displays a message that the return was previously deleted and asks if you would like to restore it. Click No, and the new return will open. Complete the return asneeded.   Note: The new return started without anITIN is eligible for electronic filing.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Comenc una declaracin con Apply for ITIN, luego descubr que el contribuyente ya tiene un ITIN o SSN en SureFire.

The state or federal can accept a return at any time, the important date and time is when the return was sent to the IRS or state. The form 9325 is showing the acceptance date, this date does not determine penalties or late fees, the sent date is used to determine penalties or late fees, if any.   https://www.irs.gov/e-file-providers/electronic-postmark A Transmitter may provide an electronic postmark to taxpayers that file Individual Income Tax Returns and Extensions of Time to File Individual Income Tax Returns, through an ERO or through Online Filing. The Transmitter creates the electronic postmark bearing the date and time (in the Transmitter's time zone) that the return is received at the Transmitter's host computer.

This issue was fixed in the IA 2.0 module update on 2/21/23.

IA 1120S page 2 part III b needed a box to be checked. for type of entity. Also IA K-1 the box stating "is the return including additional attachments yes or not needs to be checked. "

If your client has an IRS-issued Identity Protection PIN, you should enter it on the Main Information sheet of the return. This field is located below the section where the taxpayers' PINs are entered to authorize you to e-file their returns. Note: If the PIN was issued to the spouse and not to the primary taxpayer, switch the information on the return so the taxpayer is the spouse and the taxpayer with the PIN is the primary taxpayer on the return.

Identity Verification   States are requesting additional information this filing season in an effort to combat stolen identity tax fraud. Please provide the requested information from the driver's license or state issued identification card. The return will not be rejected if there is no driver's license or state issued identification, and providing the information could help process state returns faster.   Select the option indicating the taxpayer or spouse doesn't have a state ID or driver's license or select the check box indicating which form of ID was used to verify their identity.   If they have a driver's license or state ID, enter the following information into the applicable fields: driver's license/state ID number, issue date of license or state ID, expiration date of license or state ID (or select the check box indicating no expiration date), and the state where license or state ID was issued for the taxpayer and spouse (if applicable).   Identity Proofing Level   In this section, select one of the three options indicating what was used to verify the identity of the taxpayer and spouse (if applicable).           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Verificacin de identidad

If a client has interest and dividend prior to marriage must they allocate it on the 8958.     Interest, dividends, and rents from community property are community income and must be evenly split regardless when they were earned.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Si un cliente tiene Intereses y Dividendos antes del matrimonio, el/ella debe asignarlos (Allocate) en la forma 8958.

As long as the taxpayer is listed as the preparer and you as the ERO, it is possible. The taxpayer and preparer can be the same person.

If a paper return was selected for the Federal, the NYC-202 return cannot be electronically filed. (NY 90) in SureFire   Reinstall NY - Open SureFire and log in as the Admin user. Go toCommunications Get Module Updates. SureFire will connect to the Electronic Filing Center and will download any module updates available to you. When you receive the message indicating the session was successful, clickCloseto exit. TheUnprocessed Emailwindow will appear, clickOK. In theModule Update(s)window, clickYesto apply the updates. The updates will begin to be applied. When the process is complete, a total number of updates applied will display at the bottom. ClickOKto close.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje de error: "If a paper return was selected for the Federal

This response is specific for IRS VITA sites You can know if this is a VITA site by looking at the account in Data Manager, Main information page, the Order Number will begin with an 'S" this same number is used a PTIN on the return.   To resolve this issue: On the Main Information sheet

the county code listed cannot be 83 (Nonresident) or 90 (Resident living out of state). If the state listed on the Mississippi resident return is not ""MS""

The IL K-1 is not checked off in the forms tree. Enter IL as the state on the Federal K-1 at the top of the form. This will load the IL K1 P and the data will then transmit.

SureFire does not currently offerthe ability to import transactions from a Microsoft Excel spreadsheet into Schedule D worksheets.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Importar transacciones desde Excel hacia una forma Schedule D

To resolve this issue, remove the amount from line 29 on Form 1040, and then press F9 to link this line to the SE Plan Worksheet-SE Health Insurance and Retirement Worksheet.   CompleteSE Plan Worksheet-SE Health Insurance and Retirement Worksheet , and the amount will be reflected in the Schedule SE, line 3 total.

Complete and print the return with the first nine state returns, and then copy the return to an external storage drive. Re-open the return, and then remove those state returns from the client's return. Enter any remaining states on the Main Information Sheet.   Note: You can only add 9 states at a time to the Main Information Sheet in a return. You are able to electronically file nine states with your return, depending on whether the states allow State-Only e-filing.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Incluyendo ms de 9 estados por declaracin de impuestos.

To bring an issue to our attention, you need to send the complete problem description via e-mail, with the subject line ATTN TAX HELP. Attach the relevant return to the e-mail, and send it to customer.support@cchsfs.com, or send an email through SureFire.   To send an email through your SureFire software   On the Communications menu, select Send Mail to SFS Support. Enter your e-mail address, type Att Tax Help in the subject line, and include an explanation in the body. To attach a file to the e-mail message, click Browse. Browse to the location of the file you want to attach, and click Open.       Note: Only one file can be attached per e-mail message. If you need to attach multiple files, they must first be compressed into one file.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Clculos federales o estatales incorrectos

Need to use the current year ID pin on any return filed in the current year. Please see the IRS website on Identity Protection PIN.

Surviving spouse has to call the SSA to get the SSN unlocked.

Intangible personal property is all personal property that is not valuable in itself but is valuable because of what it represents. Examples are shares of stock, bonds, accounts receivable, or other loans that are not secured by real property, and shares of ownership in mutual and money market funds. These are essentially items that you own that make money but are intangible (e.g. not land or houses).

Taxpayers file Form 2848, Power of Attorney and Declaration of Representative, to authorize individuals to represent them before the IRS or to receive copies of notices sent to the taxpayer and account transcripts, and to receive IRS refund checks.   Form 8821, Tax Information Authorization, is submitted to authorize an appointee, including but not limited to, legal and accounting firms, to inspect and/or receive confidential tax account information including copies of notices and account transcripts, but not IRS refund checks.   Form 706, U.S. Estate Tax Return, authorizes one attorney, accountant or enrolled agent to represent the estate on a limited basis and to receive notices, but not IRS refund checks .   For more information on CAF, visit the IRS Centralized Authorization File (CAF) Information Web page at: The Centralized Authorization File (CAF)

The IRS addresses on the client letter will not print unless you mark the return as PAPER on the MAIN INFO form. With the return marked EFILE or BANK or anything else, the address will not print as part of the client letter unless the return has a balance due.

The IRS addresses on the Client Letter will not print unless you mark the return as Paper on the Main Information form. With the return marked E-file ONLY, Bank Products, or anything else, the address will not print as part of the Client Letter unless the return has a balance due.     Additional Information Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:La direccin del IRS no se muestra en el Client Letter (Carta del Cliente) en SureFire.

If the Taxpayer elected to have another person discuss their return with the IRS as a third party designee, the Third Party Designee PIN must have a value.   Verify that the third party PIN has been entered on the Main Info and is not overridden to blank.   Additional Information Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Regla de Negocios del IRS IND-041.

Verify that the date of death entered in the tax return is within the current tax year. If the information in the return is correct have the taxpayer contact the Social Security Administration at 1-800-772-1213 to correct the Social Security Administration records. This process takes approximately two weeks for the information to be updated in the IRS e-File database.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Regla comercial del IRS R0000-533-02

For each DependentSSN in the tax return, the Year of Birth in the e-File database must not be greater than 'TaxYr' in the Return Header. /efile:Return/efile:ReturnData/efile:IRS1040[1]/efile:DependentDetail[1]/efile:DependentSSN   Verify the rejected dependents social security number with the social Security Card. If the information matches exactly, the taxpayer must remove the dependent to be eligible to electronically file the return. If the taxpayer believes the reject is in error they can leave the rejected dependent listed on the return and mail a paper return. The taxpayer can also contact the Social Security Administration at 1-800-772-1213 to correct the Social Security Administration records. This process takes approximately two weeks for the information to be updated in the IRS e-File database.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Regla comercial del IRS R0000-571-02

Individuals A name control for an individual is generally the first four characters of the last name on the information return. For example: Ralph Teak- Dorothy Willow -Joe McCedar   The name control consists of four alpha and/or numeric characters. The hyphen (-) or a blank space are the only special characters allowed in the name control. These characters cannot be in the first position of the name control. The name control can have less, but no more than four characters. Blanks may be present only as the last three positions of the name control.   If an individual has a hyphenated last name, the name control is the first four characters from the first of the two last names. Examples are Brandy Cedar-Hawthorn- Victoria Windsor-Maple. For joint returns, regardless of whether the payees use the same or different last names, the name control is the first four characters of the primary payee's last name. Examples are Joseph Ash & Linda Birch- Edward & Joan Maple   Reminder If a payee's last name has been changed, for instance, due to marriage, please tell the payee to contact SSA. SSA will issue a new social security card reflecting the payee's new name and will automatically send IRS the new name. To change the name shown on a social security card, the payee should complete SSA Form SS-5, Application for a Social Security Number Card. Form SS-5 is available at www.socialsecurity.gov (or ssa.gov) or by calling SSA at 1-800-772-1213 (TTY 1 -800-325-0778) or by visiting a local SSA office.   Sole Proprietor A sole proprietor must always use his/her individual name as the legal name of the business for IRS purposes. For example, Mark Hemlock is a sole proprietor who owns a business called The Sunshine Café. Because this is a sole proprietorship, the name control is the first four characters of the individual's last name - HEML.   The name control consists of four alpha and/or numeric characters. The hyphen (-) or a blank space are the only special characters allowed in the name control. These characters cannot be in the first position of the name control. The name control can have less, but no more than four characters. Blanks may be present only as the last three positions of the name control. The name control for a sole proprietor's name is the first four significant characters of the last name. When the taxpayer has a true name and a trade name, the name control is the first four characters of the individual's last name.   True Name: Arthur P. Aspen Trade Name: Sunshine Restaurant Name Control: Arthur P Aspen   When two last names are used but are not hyphenated, the name control is the first four characters of the second last name.   Maiden Name: Jane Smith Married Name: Jane Smith Jones Name Control: Jane Smith Jones   When an individual's two last names are hyphenated, the name control is the first four characters of the first last name.   Name: Jane Smith-Jones Name Control: Jane Smith-Jones   On joint returns with different last names, the name control is the first four characters of the last name of the individual appearing first (i.e., the primary payee's name). For Spanish names, when an individual has two last names, the name control is the first four characters of the first last name.   Name: Juan Garza Morales Name Control: Juan Garza Morales Name: Maria Lopez Moreno Name Control: Maria Lopez Moreno   The Spanish phrases "de", "De" "del" and "de la" are part of the name control.   Name: Elena de la Rosa Name Control: Elena dela Rosa   For last names that have only two letters:   Name: Sunny Ming Lo Name Control: Sunny Ming Lo(blank)(blank)   Vietnamese names will often have a middle name of Van (male) or Thi (female).   Name: Kim Van Nguyen Name Control: Kim Van Nguyen   If the individual is newly arrived in the U.S., the last name may appear first on the name line. On the signature line, the last name will usually appear first. *Note-Information returns do not include a signature.   Corporations The name control for a corporation is the first four significant characters of the corporate name.   Omit the word "The" when followed by more than one word.   Name: The Meadowlark Company Name Control: Meadowlark Company   Include the word "The" in the name control when followed by only one word.   Name: The Flamingo Name Control: TheFlamingo   Corporate name control rules apply if an individual name contains the abbreviations PC (Professional Corporation), SC (Small Corporation), PA (Professional Association), PS (Professional Service), or PSC (Personal Service Corporation).   Name: George Giraffe PSC Name Control: George Giraffe PSC   When the organization name contains the words "Fund" or "Foundation", corporate name control rules apply. Examples are Kathryn Canary Memorial Foundation. When an individual name and a corporate name appear, the name control is the first four characters of the corporation name. Barbara J. Zinnia ZZ Grain, Name Control: ZZ Grain   Partnerships The name control for a partnership will usually result in the following order of selection:   For businesses "doing business as" (dba) or with a trade name, use the first four characters of the dba or trade name.   Rosies Restaurant   If there is no business or trade name, use the first four characters of the partnership name (even if it is an individual's name, such as in a law firm partnership).   Burgundy, Olive  Cobalr, Ptrs.   On-line receipts of EINS generate separate rules for the name control of partnerships.   Whether received on-line or via paper, if the first word is "The," disregard it unless it is followed by only one other word. An example is The Hemlock –THEH is the name control. The Hemlock Grill – HEML is the name control. If the EIN was assigned online (the first two digits of the EIN will be one of the following: 20, 26, 27, or 45), then the name control for a partnership is developed using the first four characters of the primary name line. For example, the partnership name "John Willow and James Oak Partnership" will have a name control of JOHN.   Note: The online EIN application will begin assigning the first two digits of 46 and 47 in the future. EINs beginning with 46 and 47 will follow the rule described above.   If the first two digits of the EIN are other than 20, 26, 27, or 45, the name control for a partnership results from the trade or business name of the partnership. If there is not trade or business name, a name control results from the first four letters of a partnership name, in the case of a list of partners followed by the word partnership or an abbreviation thereof, or the last name of the first partner on the original Form SS-4, Application for Employer Identification Number. A. S. Green, (The) Oak Tree K.L. Black & O.H. Brown Bob Orange and Carol Black, et al. Ptrs. dba The Merry Go Round   Estates The name control for estates is the first four characters of the last name of the decedent. The last name of the decedent must have the word "Estate" after the first four characters in the primary name line.   Name: Howard J. Smith Dec'd   Name Control: Howard J Smith, Estate   Trusts and Fiduciaries The name control of a trust results in the following:   Name controls of individual trusts are created from the first four characters of the individual's last name.   Name: Michael T. Azalea Revocable Trust Name Control: Michael T Azalea Rvoc Tr   For corporations set up as trusts, use the first four characters of the corporate name.   Name: Sunflower Company Employee Benefit Trust Name Control: Sunflower Company Employee Benefit Trust   There are seperate rules for the name control of trusts, depending on whether the EIN is an on-line assignment.   If the EIN is assigned online (the EIN will begin with one of the following two digits: 20, 26, 27, or 45), then the name control is developed using the first four characters of the first name on the primary name line. (Note: The online EIN application will begin assigning the first two digits of 46 and 47 in the future.) Ignore leading phrases such as "T

Up-to-date mailing addresses can be found athttps://www.irs.gov/filing/where-to-file-addresses-for-taxpayers-and-tax-professionals-filing-form-1040       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Direccin de correo del IRS para declaraciones de impuestos informacionales

IRS reject: F1040-512 Each Dependent's SSN on this return cannot be used on another return as a Primary or Secondary SSN with Line 6a checkbox 'ExemptPrimaryInd' or Line 6b checkbox 'ExemptSpouseInd' checked on that return.  This reject means that the dependent was filed on a return either as a primary taxpayer or a secondary. If the dependent did not file a return or have knowledge of being secondary(spouse) on a return, they will need to contact the IRS. If so and it was a mistake and dependent should not have claimed them self, they may be able to file an amendment.

This can occur when the combination of the Taxpayer First Name, Taxpayer Last Name, Spouse First Name, and Spouse Last Name is too long.   To solve this problem, you need to shorten the name fields. The total number of allowable characters, including spaces and the (ampersand), is 35 characters. The IRS validates SSN/Name Control based on the first four letters of the last name.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo del IRS F1040-162-01

The 1099R line 17, had enter amounts on second role of the 1099R and should be entered on the first role. The second role IRS assumes theirs a second state. [2] or [3] means the second or third 1099R in the return.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file del IRS: 1099R-110520-010 usando SureFire

At this time SureFire does not support form 5498. It's not a form you can add in SureFire.   List of SureFire forms we support https://www.cchsfs.com/software-system-requirements/SureFire-forms.aspx           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Est la forma 5498 disponible en SureFire?

The 706 module usually gets released mid summer or in some cases early fall. Depending on the year of death, the prior year's program is used to complete a 706 return. The 2019 program would be used for someone that passed in 2020. The 706 form in the 2019 program is for decedents passing after December 31, 2019.

No. There is not a link between the W-2G and the Sch C

Unfortunately, there is not a report that will list bank account information for your clients.

Question:Is there an option in SureFire to file form 1120-F foreign corp?   Answer:The 1120-F forms can be found in the Miscellaneous Package in SureFire. This form is not supported for e-filing.   Additional Information:   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Hay alguna opcin en SureFire para presentar el formulario 1120-F de una corporacin extranjera?

Standard Deduction vs. Itemized Deduction The program will not enable any form related to itemized deduction(s) until the total of all itemized deductions are greater than the Standard deduction. Please complete all applicable fields.

Questions: Should a state return be filed when the Federal contains a W-7 in the return? The taxpayer will not have a TIN since they are applying for one at the time they are filing the Federal return. Do we hold the state return until the TIN is received or go ahead and file so as not to miss due date?  Answer: These returns can be filed, but you should leave the TIN field blank. The major problem in the past with TINs in the barcode was when a return would have something like Applied For entered in this field, which would cause an error with the 2-D Barcode application. Leaving it blank gets the return into the system and generates an ARIS error message to be addressed by the Examiners.  

Making the election. To make this election, you must divide all items of income, gain, loss, deduction, and credit attributable to the business between you and your spouse in accordance with your respective interests in the venture. Each of you must file a separate Schedule C, C-EZ, or F. On each line of your separate Schedule C, C-EZ, or F, you must enter your share of the applicable income, deduction, or loss. Each of you must also file a separate Schedule SE to pay self-employment tax, as applicable. Once made, the election can be revoked only with the permission of the IRS. However, the election technically remains in effect only for as long as the spouses filing as a qualified joint venture continue to meet the requirements for filing the election. If the spouses fail to meet the qualified joint venture requirements for a year, a new election will be necessary for any future year in which the spouses meet the requirements to be treated as a qualified joint venture. Material Participation If the business activity was not a rental activity and the taxpayer met any of the material participation tests in the IRS instructions for Schedule C or the exception for oil and gas applies (explained in IRS instructions),mark the Yes check box. Otherwise, mark the No check box. If you select the No box, this business is a passive activity. Limit on losses. If you marked the No check box and the taxpayer has a loss from this business, you may have to use Form 8582 to figure the allowable loss, if any. Generally, the amount you claim for a loss from passive activities cannot exceed the amount you earned from passive activities. For details, see IRS Publication 925, Passive Activity and At-Risk Rules. If the taxpayer has a profit from this business activity but has current year losses from other passive activities or has prior-year unallowed passive activity losses, see the IRS instructions for Form 8582.

Look carefully at the forms and lines to which K-1 information will carry, as shown on-screen in the Where entered column. If you have made a manual entry directly on one of these lines prior to completing the K-1, the K-1 information will have nowhere to go, since it would normally transfer to the line where you have manually entered data.When there is manually entered data in an entry AND K-1 data transferring to the same entry, Sure-Fire does two things:Sure-Fire allows the manually entered data to override the K-1 data. The entry is automatically marked as overridden.Sure-Fire also flags the entry as "estimated." The estimated status will alert you that there is a problem with the entry and will prevent the form from checking off as complete.The entry will appear estimated (red background). Press Shift+F3 to un-estimate the entry. Then press Shift+F8 to allow the K-1 data to transfer in. The entry should then look like a normal calculated entry (yellow text).The manually entered data will have to be re-entered, if appropriate.We strongly recommend that you complete K-1 Worksheets before making any entries on forms to which K-1 data carries.

On the K1 P/S line 20 :

On Form 1065, line 20z - you checked the box No for the question: is this a specified trade or business?. If you check YES the amount will flow to the Sch K-1 - Att - page 3, per the notes in red on the Sch K-1 line 20 -Z starting with code Z below indicates the presence of Section 199A.

If the K1 contains information for current rentals and a rental that was disposed, then the loss will not flow correctly. The loss due to disposition should be entered on it's own K-1 P/S then select the "Check if 100% of the interest in this passive activity was sold this year"" check box. "

The worksheet is located at the bottom of Page 1, K1 P/S worksheet.

K-1 Worksheet for Income from Other Partnerships prints 2016 instead of 2017. This will be fixed for the 2018 Tax Year.

According to the Kentucky S Corporation Income Tax Return Instructions:   Determining and Reporting Depreciation and Section 179 Deduction Differences -federal/Kentucky depreciation or Section 179 deduction differences shall be reported as follows:   "... In determining the Section 179 deduction for Kentucky

At this time, there are no reports of issues with the injured spouse form.

This is by design. Your complete PTIN as entered, including leading zeros, appears on page 2 of Form 1040.                 Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:El cero inicial desaparece al introducir el PTIN

According to accounting laws, land is not a depreciable asset. Land is therefore subject to only current depreciation and not accumulated depreciation or depreciation expense. For example, if the current land was expensed this year and sold this year, the amount of the sale would, in SureFire, be used to calculate the deduction amount. So, any amount of land that is accounted for and sold within the same year will be deducted.   If a company sells land that it was holding for future use, the company will do the following to record the sale:   Debit cash for the amount it receives. Credit land for the amount in the general ledger account that applies to the land being sold. Record the difference as a gain or loss on the sale of land. Note: Since land does not depreciate, there is no depreciation expense to be recorded up to the date of the sale, nor is there any accumulated depreciation to be removed from the books of the company.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:En la pgina 4, en la lnea 10b, columna C - Less accumulated depreciation - y la lnea 12, columna D - Land (net amortization) - no calculan correctamente en una declaracin de impuestos 1120S usando SureFire

Go to the 1040 Pg 2. In line 57 - Self-employment tax, verify there is an amount in this field. This amount should match line 2 - Total Tax of Form 8879.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:La lnea 2 de la forma 8879 no calcula en una declaracin 1040 usando SureFire?

By default, Sure-Fire "links" 1040 state returns to the Federal return, and the state return cannot be e-filed until the Federal return is accepted by the IRS. You have the option to "unlink" the state returns, but we recommend that you keep them linked unless there is a special reason for sending the state return separately, such as when no Federal return is required to be filed. By waiting until the Federal return is accepted, you can be confident that Federal data that flowed to the state return is accurate, reducing the possibility that you will have to amend your client's state return. When a state return is linked to a Federal return, Sure-Fire automatically "locks" the state e-file and does not allow you to select it for transmission. (You will see a padlock icon beside the state e-file in the Select Returns to File dialog box.) However, as soon as you receive and process the Federal acceptance, Sure-Fire automatically unlocks the state e-file and allows you to transmit it, so the process is easy and seamless.  

Linked State Returns Linked state returns (with a separate e-file created) can be submitted at the same time as the Federal return or at a different time. However, with linked returns, the Federal return MUST be accepted by IRS before it will be submitted (by IRS) to the state for processing. Linked state returns work the same, in theory, as piggyback returns. Unlinked State Returns Unlinked state returns can be submitted at any time. The Federal return is not required to be accepted before the state return is submitted for processing. An example of an unlinked state return is when no Federal return is required to be filed, but the state return is required. You would be allowed to send this unlinked state return without having to send the Federal return. Unlinked state returns work the same, in theory, as state-only returns. Important Items to Remember   If the Federal return is eligible for MeF and the state agency accepts state MeF returns, the state return will be sent as MeF. If the Federal return is sent in Legacy format, the state return will also be sent in Legacy format.     For state MeF returns, Sure-Fire will default to linked. However, the ERO/Preparer may elect to send the state as unlinked by making a selection on the state form.   To do this, on your state return, select the Check here if this return qualifies for MeF and you want to file it as unlinked option.  

1040   In the Dependents Name Field in 1040 page 1: Additional Dependents Worksheet Line 1: W-2, 1099R's Social Security, Etc. Worksheet Line 2: Interests Line 3: Dividends Line 7: Schedule D Line 4a, 4b: 1099R Line 4b: checkbox: IRA Rollover Explanation Line 5a, 5b: 1099R Line 6a: Social Security Benefits Line 26: Federal Estimate and State Tax Payments   Schedule 1 Page 1, Line 1:Line 10: State Tax Refund Worksheet Page 1, Line 3: Schedule C Page 1, Line 5: Remics/Estates/Trusts/Scorp/Partnership Page 1, Line 6: Schedule F Farm Income Page 1, Line 7: Unemployment- 1099G Page 1, Line 8z: Other Income Page 2, Line 14: Moving Expenses Form 3903 Page 2, Line 16: SEP, Keogh, SIMPLE Worksheet Page 2, Line 17: SE Health Insurance Worksheet Page 2, Line 20: IRA Worksheet Page 2, Line 21: Student Loan Interest Worksheet     Schedule A   Line 1: Itemized Deduction Detail Line 5a Anexo/Schedule A: General Sales Tax Worksheet Line 6 Anexo/Schedule A: Other Taxes Line 8b Anexo/Schedule A: Home Interest Line 8c Anexo/Schedule A: Depreciation and Amortization Line 11, 12, 13, 14: Itemized Deduction Detail Worksheet Line 16 Anexo/Schedule A: Other Deductions     Schedule B   Line 1a Schedule B: Seller Financed Mortgage Interest Line 1b Schedule B: Additional Interest Income Line 5a Schedule B: Additional Dividends     Schedule C   Line 9: Business Vehicle Worksheet Line 13: Form 4562 - Depreciation and Amortization Part 5 of Schedule C: Other Business Expenses

You can use the Business Vehicle Worksheet to calculate the deductible amount of gas and other expenses for up to four vehicles per page.To complete the Business Vehicle Worksheet:  Go to Vehicle Wkt. Type the name of the individual or business at the top of the form.  For each vehicle, enter the description of the vehicle, business miles, and total miles.  SureFire calculates the percent of business use. You may skip the mileage entries and enter the percent of business use directly on the Business use percent line, if you wish. For each vehicle, enter your expenses.  The worksheet totals the expenses and calculates the deductible amount based on the percent of business use. Parking fees and tolls are added in at 100%. This worksheet can be duplicated if you have more than four vehicles. Press Shift+F10 to duplicate the form. Depreciation for these vehicles must be entered by linking from Form 4562 to a Depreciation Worksheet. Use a separate worksheet for each vehicle.

When using Federal form Schedule B, MA Sch B must have the statements linked and the information correlated on lines 3 and 6, For Electronic filing, F9 below for a statement to list types and amounts.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Forma MA Sch B en SureFire Install Version

https://www.irs.gov/faqs/childcare-credit-other-credits/child-tax-credit   Answer: No, you may not claim the child tax credit for a child with an ITIN. The child must have an SSN to be a qualifying child eligible for the child tax credit (CTC) or the additional child tax credit (ACTC).   The Instructions for Form 1040 explain who qualifies for the child tax credit, the requirements for taxpayer identification numbers (TINs), and how to calculate the credit. To be a qualifying child for the child tax credit, the child must be a citizen, national or resident of the United States and must not have attained age 17 by the end of the tax year. Attach Schedule 8812, Additional Child Tax Credit to Form 1040, U.S. Individual Income Tax Return or to Form 1040NR, U.S. Nonresident Alien Income Tax Return. Note: If you dont have a TIN by the due date of your return (including extensions), you may not claim the CTC/ACTC on either your original or an amended return, even if you later get a TIN. Also, you may not claim the credit on either your original or an amended return for a child who doesn't have an SSN by the due date of your return (including extensions), even if that child later gets an SSN.

Here are six things the IRS wants you to know about medical and dental expenses and other benefits:   You may deduct only the amount by which your clients' total medical care expenses for the year exceed 7.5 percent of adjusted gross income. You do this calculation on Form 1040, Schedule A in computing the amount deductible.   You can only include the medical expenses paid during the year. Total medical expenses for the year must be reduced by any reimbursement. It makes no difference if your client received the reimbursement or if it was paid directly to the doctor or hospital.   You may include qualified medical expenses your clients paid for the filer, spouse, and dependents, including a person claimed as a dependent under a multiple support agreement. If either parent claims a child as a dependent under the rules for divorced or separated parents, each parent may deduct the medical expenses he or she actually pays for the child. You can also deduct medical expenses paid for someone who would have qualified as your clients' dependent except that the person did not meet the gross income or joint return test.   A deduction is allowed only for expenses primarily paid for the prevention or alleviation of a physical or mental defect or illness. Medical care expenses include payments for the diagnosis, cure, mitigation, treatment, or prevention of disease, or treatment affecting any structure or function of the body. The cost of drugs is deductible only for drugs that require a prescription except for insulin.   You may deduct transportation costs primarily for and essential to medical care that qualifies as medical expenses. The actual fare for a taxi, bus, train, or ambulance may be deducted. If your clients used a car for medical transportation, you can deduct actual out-of-pocket expenses such as gas and oil, or you can deduct the standard mileage rate for medical expenses. With either method, you may include tolls and parking fees.   Distributions from Health Savings Accounts and withdrawals from Flexible Spending Arrangements may be tax-free if your clients paid qualified medical expenses.   For additional information on medical deductions and benefits, see Publication 502, Medical and Dental Expenses or Publication 969, Health Savings Accounts and Other Tax-Favored Health Plans, available at www.irs.gov or by calling 800-TAX-FORM (800-829-3676).  

Here are six things the IRS wants you to know about medical and dental expenses and other benefits. You may deduct only the amount by which your clients' total medical care expenses for the year exceed 7.5 percent of adjusted gross income. You do this calculation on Form 1040, Schedule A in computing the amount deductible. You can only include the medical expenses paid during the year. Total medical expenses for the year must be reduced by any reimbursement. It makes no difference if your client received the reimbursement or if it was paid directly to the doctor or hospital. You may include qualified medical expenses your clients paid for the filer, spouse, and dependents, including a person claimed as a dependent under a multiple support agreement. If either parent claims a child as a dependent under the rules for divorced or separated parents, each parent may deduct the medical expenses he or she actually pays for the child. You can also deduct medical expenses paid for someone who would have qualified as your clients' dependent except that the person did not meet the gross income or joint return test. A deduction is allowed only for expenses primarily paid for the prevention or alleviation of a physical or mental defect or illness. Medical care expenses include payments for the diagnosis, cure, mitigation, treatment, or prevention of disease, or treatment affecting any structure or function of the body. The cost of drugs is deductible only for drugs that require a prescription except for insulin. You may deduct transportation costs primarily for and essential to medical care that qualify as medical expenses. The actual fare for a taxi, bus, train, or ambulance may be deducted. If your clients used a car for medical transportation, you can deduct actual out-of-pocket expenses such as gas and oil, or you can deduct the standard mileage rate for medical expenses. With either method, you may include tolls and parking fees. Distributions from Health Savings Accounts and withdrawals from Flexible Spending Arrangements may be tax free if your clients paid qualified medical expenses.   For additional information on medical deductions and benefits, see Publication 502, Medical and Dental Expenses or Publication 969, Health Savings Accounts and Other Tax-Favored Health Plans, available at http://www.irs.gov/ or by calling 800-TAX-FORM (800-829-3676).           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Gastos mdicos y dentales

This can occur when:   The Print as signature check box on the Main Info form is not selected. In Person was selected as the method to sign instead of Remote. When the filing status is Married Filing Joint, the primary taxpayer receivesthe email first, completes the signature andthen the spouse receives theemail to sign the documents. It will occur in this order. You choose a profile from the list but have submitted documents under a different profile. Multiple accounts are created when users enter their information differently. When this issue occurs, advise the user to log in one at a time to each of their multiple profiles on their account in order to find their documents, then they need to try and use only a single one going forward to avoid this problem. You choose a profile that is for an office other than the one you are logged into. When the tax preparer name has been changed on the return.   Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje: "No documents to sign"" usando e-Signature en SureFire Install Version. "

If you start an estimate in SureFire and uses MFJ status, the estimator has no way of knowing to whom the W-2 belongs. Since both the taxpayer and the spouse must have earned income in order to qualify for the dependent care credit, SureFire does not calculate the credit on the estimate. You must complete the return and code the W-2s correctly (T or S) in SureFire in order to correct the problem.

This common form will satisfy the income tax filing requirements for 19 of the cities that impose a city tax.The following cities accept the Michigan Cities Common Form as of 2010:Albion, Battle Creek, Big Rapids, Flint, Grand Rapids, Grayling, Hamtramck, Highland Park, Ionia, Jackson, Lansing, Lapeer, Muskegon, Muskegon Heights, Pontiac, Portland, Saginaw, Springfield, and Walker.To see a list of the abbreviations to be entered in box 20 of Form W-2, follow the steps below.To show a list of city abbreviationsIn a Michigan form, press F1.In the navigation pane, click the plus sign (+) next to Michigan.Click the link to Michigan city names for W-2.Enter the appropriate abbreviation for the city so any local withholding from that city will be calculated on MI form CF-1040ES. 

This is correct, as instructed by the state the address should not be printed on the vouchers. The vouchers are approved by the MO taxing agency and are correct. The MO's specs are not the same as what MO has printed on the voucher. Also, note that on-screen we do instruct the Tax Professional that MO does not want the address printed on the voucher - this is also directly from their specs.

You cannot create an e-file for part year or non resident state.

An example is shown below using the following number: 0707432020237tunfx1o   070743 - First six digits are always your EFIN 2020- Next four digits are always the current year 237- Next three digits are the Julian date (Julian Calendar) tunfx1o- Unique alpha-numeric generated by your software.   State returns will have a different Submission ID than the Federal return for the same taxpayer.   Every Submission ID must be unique.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Identificacin de envo de efile modernizado (Modernized Efile Submission ID's)

On line 5a, Payer, link (F9) to the New Schedule B: Additional Dividend Statement. This form will allow you to enter up to 50 items. If you have more than 50 items, copy the Additional Dividend Statement by using Shift + F10 to bring up a new schedule.

According to IRS Publication 1524:   If a partner or representing officer is authorized to sign more than one Form 1065 return, a Multiple Tax Return Listing may be used with Form 8453-P in lieu of sending separate Forms 8453-P. The Multiple Tax Return Listing should include the date, transmitter's name, and telephone number, the 5-digit ETIN and the page number. The listing should be formatted in a landscape layout to display the 9-digit EIN, Name Control, Tax Period, Gross Receipts, Gross Profits, Ordinary Income, Net Income (rental real estate), and Net Income (other rental activities) of the partnership. A Multiple Tax Return Listing with a maximum of 500 partnerships may be attached to each Form 8453-P. The signature document for multiple returns must include one (1) Form 8453-P signed by the partner or authorized representative. Note: If attaching a multiple listing of partnerships to Form 8453-P, please provide the information using a readable font size, such as 12 or higher.  

My assets on the 4797 are not flowing over to the sch D   Only the Long term transactions, those that are held more than a year will transfer over to line 11 of the Sch D from the 4797 Line 11   SureFire calculates the applicable amounts to this line from the following forms:   Form 4797, Sale of Business Property, Form 2439, Notice to Shareholder of Undistributed Long-Term Capital Gains, Form 6252, Installment Sale Income, Form 4684, Casualties and Thefts, Form 6781, Section 1256 Contracts and Straddles, and Form 8824, Like-Kind Exchanges.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Activos (Assets) en la forma 4797 no fluyen al Schedule D.

The NAEOB columns affect ONLY the federal return. If the interest qualifies for any of the adjustments described below, type the appropriate letter (N, A, E, O, or B) in the NAEOB column and the amount that should be subtracted from the taxable interest in the NAEOB Amount column. For more information, press Shift+F1 for IRS instructions.   Nominee Distributions   If the taxpayer received interest as a nominee (that is, in the taxpayer's name but the interest actually belongs to someone else), you should enter all interest income on the Interest statement. You cannot link to the statement from this line; you can link from lines 1b-1g.   Accrued interest   When you buy bonds between interest payment dates and pay accrued interest to the seller, this interest is taxable to the seller. If the taxpayer received a Form 1099 for interest as a purchaser of a bond with accrued interest, you should enter all interest income on the Interest statement. You cannot link to the statement from this line; you can link from lines 1b-1g.   Tax-exempt interest   If the taxpayer received a Form 1099-INT for the interest that is tax-exempt on the federal return, you should enter all interest income on the Interest Statement. You cannot link to the statement from this line; you can link from lines 1b-1g.   OID adjustments   If the taxpayer is reporting OID (Original issue discount) in an amount less than the amount shown on Form 1099-OID, you must enter all interest income on the Interest Statement.   ABP adjustments   If the taxpayer is reducing any interest income on a bond by the amount of amortizable bond premium (ABP), you must enter all interest income on the Interest Statement.   For more information about these types of interest, please see the IRS Schedule B instructions  

Name Line 2     Use Name line 2 only in the following situations:   If you are entering an "in care of"" name

In the 2019 return, go to 1040 WKT 5 and enter the amount in the total column. Enter the amount that was listed on the 2018, 1040 WKT 5. Section 179 election,

Needed to click on the shortcut header to add the form, looks like his header default was description   Add Forms Using the Form List 1. To add a new form such as Form W-2, press Ctrl+F10 or click the Add Form/ Display Form List tab at the top of the workspace. This opens the form list . 2. Type the shortcut for the form. Press Enter. For example, to open a W-2, type "W"" and press Enter. Shortcuts are listed in blue in the ""shortcut "" column. For a schedule

Yes, it will be required for the entire year. IRS did not include these as part of the e-file schema and instead is requiring a PDF to be attached. Just because a form is checked off in the tree does not mean it's part of the IRS e-file.

NY Codes for Electronic Filing of Retirement Contributions and Flexible Benefits Revised 11/2012 Code Description   414HSUB 414(h) retirement contributions made by:   a member of the New York State and Local Retirement Systems, which include the New York State Employees’ Retirement System and the New York State Police and Fire Retirement System; or   a member of the New York State Teachers’ Retirement System; or   an employee of the State or City University of New York who belongs to the Optional Retirement Program; or   a member of the New York City Employees’ Retirement System; the New York City Teachers’ Retirement System; the New York City Board of Education Retirement System; the New York City Police Pension Fund or the New York City Fire Department Pension Fund; or   a member of the Manhattan and Bronx Surface Transit Operating Authority (MABSTOA) Pension Plan.   IRC125S Amounts deducted or deferred from your salary under a flexible benefits program established by New York City or certain other New York City public employers such as:   City University of New York;   New York City Health and Hospitals Corporation;   New York City Transit Authority;   New York City Housing Authority;   New York City Off-Track Betting Corporation;   New York City Board of Education;   New York City School Construction Authority;   New York City Rehabilitation Mortgage Insurance Corporation;   Manhattan and Bronx Surface Transit Operating Authority;   Staten Island Rapid Transit Authority  

Per New Yorkspecifications, Line 27 should not be populated for the NY CT-3 or the NY CT-3S.  

To solve this problem, you may need to change your printer settings to print in PCL Mode. Check the top of the form to see whether it states that the form must be printed in PCL mode.

Our SureFire Analyst team noted that the following errors will not be fixed until after March 22, 2021,please paper file.   'http://www.irs.gov/efile:TotActiveTimePrepSubmissionTs' element is invalid - The value '' is invalid according to its datatype 'String' - The Pattern constraint failed.   The 'http://www.irs.gov/efile:TotalPreparationSubmissionTs' element is invalid - The value '' is invalid according to its datatype 'String' - The Pattern constraint failed.   The element 'BusinessName' in namespace 'http://www.irs.gov/efile' has incomplete content. List of possible elements expected: 'BusinessNameLine1Txt' in namespace 'http://www.irs.gov/efile'.   The 'http://www.irs.gov/efile:BusinessNameControlTxt' element is invalid - The value '' is invalid according to its datatype 'http://www.irs.gov/efile:BusinessNameControlType' - The Pattern constraint failed.

Go to the NJ 100 EF form, if there is a box checked for the first estimated tax payment made, then you must enter the date in the line above the boxes.

Net Operating Loss (NOL) carryovers from the Beneficiary's K-1 Worksheets, line 11d, and 1040 Wkt 3, are calculated in the Amount field on line 21 of Form 1040. These amounts are subtracted from the total, so it may result in a negative number on line 21.

Net Operating Loss (NOL) carryovers from the Beneficiary's K-1 Worksheets, line 11d, and 1040 Wkt 7, are calculated in the Amount field on Sch 1 line 8. These amounts are subtracted from the total, so it may result in a negative number on Sch 1 line 8.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo ingresar el traspaso ( carryover) de NOL de un ao anterior para una persona en SureFire?

SureFire will automatically assume that the Net Operating Loss (NOL) is being carried forward unless you complete the carryback information on Form 1045.Click Add Form/Display List, select the Election Explanation form. Go to this form and press F1 for a cut-and-paste election statement or type in your own.This form is included in e-files, but if you are mailing your client's return, attach the statement to the paper return.

SureFire will automatically assume that the Net Operating Loss (NOL) is being carried forward unless you complete the carryback information on Form 1045. (Form 1045 cannot be filed electronically)   Click Add Form/Display List, select the Election Explanations form. Go to this form and press F1 for a cut-and-paste election statement or type in your own.   The Election Explanations form is included in e-files, but if you are mailing your client's return, attach the statement to the paper return.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Prdida operativa neta (NOL): Completando el carryback

A non-dividend distribution is a distribution that is not paid out of the earnings and profits of a corporation or a mutual fund. You should receive a Form 1099-DIV or other statement showing the non-dividend distribution. On Form 1099-DIV, a non-dividend distribution will be shown in box 3. If you do not receive such a statement, you report the distribution as an ordinary dividend.   Basis adjustment.A non-dividend distribution reduces the basis of your stock. It is not taxed until your basis in the stock is fully recovered. This non-taxable portion is also called a return of capital; it is a return of your investment in the stock of the company. If you buy stock in a corporation in different lots at different times, and you cannot definitely identify the shares subject to the non-dividend distribution, reduce the basis of your earliest purchases first.   When the basis of your stock has been reduced to zero, report any additional non-dividend distribution you receive as a capital gain. Whether you report it as a long-term or short-term capital gain depends on how long you have held the stock. See Holding Period in chapter 14.   Example. You bought stock in 2007 for $100. In 2010, you received a non-dividend distribution of $80. You did not include this amount in your income, but you reduced the basis of your stock to $20. You received a non-dividend distribution of $30 in 2020. The first $20 of thisamount reduced your basis to zero. You report the other $10 as a long-term capital gain for 2020. You must report as a long-term capital gain any non-dividend distribution you receive on this stock in later years.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Distribuciones sin Dividendos

You are only able to enter in up to 5 non-resident states if you are wanting to E-file the return. When you designate a non resident state on the Main information page, the RES/NR worksheetloads into the return. Information calculates to this worksheet automatically. The RES/NR worksheet handles the first two non-resident states. If more than two, the Additonal RES/NR worksheet loads to handle up to three more non-resident states. After completing the federal return, review the worksheet and make any adjustments needed between the resident and non-resident states or between taxpayer and spouse. Sure-Fire calculates the adjusted amounts to the state forms.   If you need to list any additional non-resident states(more than 5) you will need to paper file the return. To list the non-resident states: on the main information page list the 5 non-resident states, print the form out(the main information page.) Go back into the return, take out the 5 non-resident states previously listed, add in the additional states needed, print out the form or return(whatever you need to file.)

Go to the NY 204 EF, On the line for, "Enter the number of W-2s issued""

The Federal Lifetime Learning Credit allows a credit for any type of continuing education on Form 8863. New York only allows certain types of education to be claimed for the NY education credit. Because of this, Sure-Fire can not know what expenses from the federal form should be claimed on the state form. Check the New York form instructions and manually enter information (overriding fields as needed) on NY IT-272 to include the expenses that New York allows. Anything from the Hope Credit can be claimed for the New York credit and will be calculated.

The Federal Lifetime Learning Credit allows a credit for any type of continuing education on Form 8863. New York only allows certain types of education to be claimed for the NY education credit. Because of this, SureFire can not know what expenses from the federal form should be claimed on the state form.   Check the New York form instructions and manually enter information (overriding fields as needed) on NY IT-272 to include the expenses that New York allows. Anything from the Hope Credit can be claimed for the New York credit and will be calculated.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:La forma NY IT-272 no calcula el Lifetime Learning Credit

NY IRC 414(h) state tax exempt contributions entered on Line 14 of W-2 (1040) Worksheet not carrying over to Page 2, Line 21 of NY Form IT-201   Solution On the W2 line 14 it must be coded correctly 414HSUB in order for it to flow to Line 21 of the NY 203 pg2.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:NY IRC 414 (h) contribuciones estatales exentas de impuestos ingresadas en la Lnea 14 de la hoja de trabajo W-2 (1040) no se transfiere a la Pgina 2, Lnea 21 del Formulario IT-201 de NY

Enter NR for the county of residence and school district name on a NY Nonresident return.

They should be able to manually load the NY 1099 NEC and complete that form - the state withholding will need to be overridden. We no longer support a version of the NY 1099MISC now that IRS has separated nonemployee compensation out to it's own form.

If on form NY IT 272 page 2, line 8 you check the box for itemized deduction then the credit will not flow to NY IT 201 page 4, line 68. Line 68 is the line for College Tuition Credit. To populate this line you will need to go to NY IT 272, page 2, line 8 and check the box to claim the college credit. The amount for college credit will flow to NY IT 201 page 4.

The Unemployment Compensation Exclusion Addback should be included on Form IT-558 New York State Adjustments due to Decoupling from the IRC and has been designated as A-011.

The information on this form calculates from the Federal Form W-2. You must have an Ohio Form W-2 for each copy of the Federal. Press Shift+F10 to duplicate this form as needed.               Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:"OH W2 - Ohio Wage and Tax Statement"" en SureFire "

Ohio has a lot of rules on military pay, and the software does not have the ability to determine if the military pay qualifies or does not.In the F1 Help,read the instructions on Deductions for OH Sch A, Line 24. The military exemptionwould need to be reported on that line at the tax preparer's discretion.

The Not Required to File section on page 7 of the instructions for Oklahoma form 511 has information on filing an Oklahoma return when not required to do so. It states:   Check the box, if you do not have sufficient gross income to require you to file a Federal return, and you had Oklahoma tax withheld, made estimated tax payments or qualify for Oklahoma earned income credit or Tornado Tax credit. Finish the top portion of the return by completing the "Exemptions" section (part G on the diagram on page 6). Complete line 1. Enter the amount of your gross income subject to the Federal filing requirement. In most cases, this will be the same as your Federal Adjusted Gross Income. (Do not complete lines 2-19.) Complete lines 20 through 39 that are applicable to you. If you qualify for the Federal earned income credit, you qualify for Oklahoma earned income credit. Enter 5% of the Federal earned income credit on Form 511, line 29 (do not complete schedule 511-F). Sign and mail the return. Be sure to include your W-2, 1099 or other withholding statements to substantiate any Oklahoma withholding. Note: If you do not have sufficient gross income to require you to file a Federal return and you did not have Oklahoma tax withheld, make estimated tax payments or qualify for Oklahoma earned income credit or Tornado Tax credit, do not file an Oklahoma income tax return (Form 511).  

This will occur when the Sch B was added before completing the K-1 worksheet see notes below from SureFire help files Go to the schedule B, Click on the Dividend Statement Make a note or write the information on paper, or print this page, you will remove this statement, but you will need to add back this information Right click on the Dividend statement and click on remove form Run diagnostic, click back on the space where you had the dividend statement, you will see that the statement comes back with the K-1 information that was missing Re-enter the information that you deleted You will notice that the taxpayer, may have an amount due for the state, remove all the refund information that you entered for the state or fix the state return as needed     Working with K-1 Worksheets   There are two important rules for entering K-1 information in SureFire:   Fill in K-1 worksheets before you enter data manually on Schedule B, Schedule E, and other schedules and forms to which K-1 information calculates. This enables SureFire to calculate the K-1 amounts to the correct line. If you are using a statement on a line where K-1 amounts have calculated, you must enter the K-1 amount on the statement in order for it to be included on that line. SureFire will display the amount that you enter on the statement. Some places where this applies are Schedule 1 (Form 1040), line 21; Schedule A, lines 23 and 28; and Schedule B, lines 1 and 5.

Click the red underlined field and use the function key F3 on the lines to clear the required fields and then the preparer is able to keep the partner at 0%.

line 3 must be ""Yes""

line 3 must be ""Yes""

Needed to complete form 2210 line 8 enter 2017 tax amount to certify if needed to fill an explanation or not Once complete the entire form 2210. No more diagnostic errors.

Go to the bank application at the top there will be a box to check to add the state and put the state initials in there

Go to MD 505 pg 1 - Enter the county and code, also the state of residence.

On page 2 of Form 8379, lines 17, 18, and 20: the amount in column a must equal the total of the amounts allocated to each spouse in columns b and c. (336) in SureFire   The line 18 column b had an amount that needed to remove or make sure equal.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Error de diagnstico: "On page 2 of Form 8379

Uncheck the 4868 box on the main info sheet and marked the box for the income tax return.

Per IRS instructions SCH A line 16:   Only the expenses listed next can be deducted on line 16. For more information about each of these expenses, see Pub. 529. Gambling losses (gambling losses include, but aren't limited to, the cost of non-winning bingo, lottery, and raffle tickets), but only to the extent of gambling winnings reported on Schedule 1 (Form 1040), line 21. Casualty and theft losses of income-producing property from Form 4684, lines 32 and 38b, or Form 4797, line 18a. Loss from other activities from Schedule K-1 (Form 1065-B), box 2. Federal estate tax on income in respect of a decedent. A deduction for amortizable bond premium (for example, a deduction allowed for a bond premium carryforward or a deduction for amortizable bond premium on bonds acquired before October 23, 1986). An ordinary loss attributable to a contingent payment debt instrument or an inflation-indexed debt instrument (for example, a Treasury Inflation-Protected Security). Deduction for repayment of amounts under a claim of right if over $3,000. See Pub. 525 for details. Certain unrecovered investment in a pension. Impairment-related work expenses of a disabled person. (The one listed last would be form 2106)

You must enter an ID expiration date and it must be current. If the ID does not have an expiration date, check the non-expiry box on the main info sheet

For estimated tax purposes, the year is divided into four payment periods. Each period has a specific payment due date. https://www.irs.gov/faqs/estimated-tax/individuals/individuals-2 January 1 March 31 April 15 See Filing and Payment Deadline Extended to July 15, 2020 - Updated Statement for tax relief on account of Coronavirus Disease 2019.

On the Capital Gain worksheet, 1099 column verify the code enter A, B, C, D, E or F is correct.   Also make sure the date entered is correct. Example: I had one saying 1971 not 2017             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:En el capital gain worksheet, hay una transaccin codificada A, B o C, pero la diferencia entre la fecha adquirida y la fecha de venta indican que se trata de una transaccin a largo plazo. (408)

Forms to be filed via U.S. MAIL to VA are as follows: VA Nonresident Income Tax Pg 1 [SPOUSE] VA Nonresident Income Tax Pg 2 [SPOUSE]   Due to the diagnostic error. Will need to paper file VA

Go to VA 760 Pg 1 Scroll down to where says yes to e-file Below yes to e-file Mark box What forms are you e-filing

FL F -1120, Line 1 - displaysonly the amount of income that is subject to income tax at the corporate level.

Organization type codes for Form 5500, Schedule A, page 2, Line 2, Element (e):   1 - Banking, Savings & Loan Association, Credit Union or other similar financial institutions. 2 - Trust Company 3 - Insurance Agent or Broker 4 - Agent or Broker other than insurance 5 - Third-party administrator 6 - Investment Company/Mutual Fund 7 - Investment Manager/Adviser 8 - Labor Union 9 - Foreign entity (e.g., an agent or broker, bank, insurance company, etc., not operating within the jurisdictional boundaries or the United States) 0 - Other 2012 Instructions for Form 5500 Troubleshooter's Guide for Form 5500 and Form 5500-SF

You may notice at times that federal and state acknowledgements come in faster or slower than other times. If youcan view the return in the Return Query tool on the SureFire Solution Center or E-File Status tool on the Solution Center, then we have the return and no action is needed.   Note: Federal and State returns are likely to be acknowledged within hours. However, due to volume and unscheduled system maintenance there will be delays. Allow the Federal returns at least 24 to 48 hours.State acknowledgements are not considered problematic until they are outstanding for more than 5 business days. Once this period has passed, if you have still not received a state acknowledgement, please contact customer service.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:He transmitido un archivo electrnico federal o estatal y no he recibido acknowledgments

if Eligibility Income from PA Schedule SP is not greater than or equal to the Total PA Taxable Income then they are not eligible.

The Oklahoma Tax Commission is no longer issuing paper refund checks. They will send the taxpayer a debit card. If the filing status is Married Filing Joint (MFJ), the taxpayer and spouse will each receive their own debit card with access to the full refund.

According to the IRS, if you submit the return on paper after attempting to file it electronically, or if at the end of the filing season you are unable to successfully retransmit corrected returns electronically, you should attach a letter to the paper return explaining why the return was submitted on paper. You should also include a copy of the Acknowledgment File sent by the Ogden Submission Processing Center. A copy of this ACK FILE is needed to bypass assessment of any late-filing penalties. The entire paper return should be filed at the IRS Center where the partnership would normally file their paper Form 1065 return, within ten (10) days from the date of the return that was rejected electronically.  

Where to file paper Form 4868:   If you live in: And you are making a payment, send Form 4868 with your payment to Internal Revenue Service: And you are not making a payment, send Form 4868 to the Department of the Treasury, Internal Revenue Service Center:   Alabama, Georgia, Kentucky, Missouri, New Jersey, North Carolina, South Carolina, Tennessee, Virginia   P.O. Box 1300 Louisville, KY 40293-1300   Kansas City, MO 64999-0045   Connecticut, Delaware, District of Columbia, Maine, Maryland, Massachusetts, New Hampshire, New York, Pennsylvania, Rhode Island, Vermont, West Virginia P.O. Box 37009 Hartford, CT 06176-0009 Kansas City, MO 64999-0045   Florida, Louisiana, Mississippi, Texas P.O. Box 1302 Charlotte, NC 28201-1302 Austin, TX 73301-0045   Alaska, Arizona, California, Colorado, Hawaii, Idaho, Nevada, New Mexico, Oregon, Utah, Washington, Wyoming   P.O. Box 7122 San Francisco, CA 94120-7122   Fresno, CA 93888-0045   Arkansas, Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Montana, Nebraska, North Dakota, Ohio, Oklahoma, South Dakota, Wisconsin   P.O. Box 802503 Cincinnati, OH 45280-2503 Fresno, CA 93888-0045     A foreign country, American Samoa, or Puerto Rico, or are excluding income under Internal Revenue Code section 933, or use an APO or FPO address, or file Form 2555, 2555-EZ, or 4563, or are a dual-status alien or are a nonpermanent resident of Guam or the U.S. Virgin Islands   P.O. Box 1302 Charlotte, NC 28201-1302 USA Austin, TX 73301-0215 USA

To see the updated version click here:https://www.irs.gov/filing/where-to-file-addresses-for-businesses-and-tax-professionals-filing-form-4868     Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Extensiones del Formulario 4868 para presentaciones por papel. Additional Information:

Form 8109-B was used to deposit payments at a local bank for payroll, corporation, exempt organization, and excise taxes on a quarterly basis. With the discontinuance of Form 8109-B, businesses are now required to make deposits electronically using the Electronic Federal Tax Payment System (EFTPS). For more information on EFTPS, go to www.eftps.gov.

For property that is part rental and part personal or part-year rental, press F9 on Rents received, column A or B, to access a the "part-year rental worksheet". (See on-screen instructions.) The amounts from the worksheet carry to the column from which you linked. If part of the expenses are personal, check the box under line 1 to have the personal portion of mortgage interest and real estate taxes transfer to Schedule A. You need to enter the percentage for rental use in the box under line 3.  

For property that is part rental and part personal or part-year rental, press F9 on Rents received, column A or B to access a the Part Year, Rental, Ownership Worksheet. (See on-screen instructions.) The amounts from the worksheet carry to the column from which you linked.   If part of the expenses are personal, check the box under line 1 to have the personal portion of mortgage interest and real estate taxes transfer to Schedule A. You need to enter the percentage for rental use in the box under line 3.     Additional Information:   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Part Rental Worksheet para Schedule E.

The IRS will not accept a Partnership return that has a Power of Attorney attached if they do not have the Power of Attorney file. In order to file electronically, remove the POA from the electronic return prior to transmission. If the partnership is required to file a return, not removing the POA will not relieve the partnership of it's filing requirement.   The POA must be submitted on paper to the IRS Center where the taxpayer would normally file a paper return. The POA must be submitted at least six weeks prior to transmitting a return that includes the Power of Attorney. When the six weeks have passed, the tax return can be submitted electronically.

Passive Losses can only be deducted from Passive Income. So if there is no other passive income to offset the loss then it will be carried forward to the next tax year.

Check the box at the bottom of the 1040X in the Electronic Filing Only section.

Use Adobe Acrobat or another program to create the required PDF attachment.   On the applicable form of the Federal or state return, if a PDF attachment is required a check box will be highlighted in the PDF Attachments section of the form. Once you select the check box, a dialog box will open for you to browse to the location of the PDF file. Click Open after locating the file. SureFire attaches a copy of the PDF documentation to the return. If you make any changes to the original PDF file after creating the attachment, you must reattach the file.   If a PDF attachment is required and is not attached, you will not be able to create an e-file.  

On Form 1099-R, there is a box below box 7 that says Check if disability and the taxpayer is disabled. Disability pensions for taxpayers who are under the minimum age for retirement are carried to line 7 of the 1040, and are considered earned income. This is according to IRS instructions. Please see IRS Publication 17 if you are unsure whether the taxpayer qualifies for this treatment of pension income. Remove the X from below box 7 if the pension is not for disability. The amount will then carry to line 16 of the 1040.  

Starting 2013 PA (BIRT) forms will be supported by SureFire.     Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Formularios BIRT de Filadelfia

A child under the age of 16 may use the Self-Select PIN if:   He/she is a primary taxpayer who filed previously He/she is a secondary taxpayer who has filed in the immediate prior tax year   A child under the age of 16 may not use the Self-Select PIN if:   He/she has never filed He/she is a secondary taxpayer who did not file in the immediate prior tax year   There are currently no age restrictions for using the Practitioner PIN.  

ERO/Practitioner PIN: This PIN is entered on the Main Info sheet of Sure-Fire. When you use the PINs, you do not have to mail in the 8453 forms. The practitioner enters a PIN for the taxpayer and/or spouse. There is a check box under the taxpayer and spouse PIN for the tax preparer to indicate they were given permission to enter these PINs. Otherwise, the tax preparer actually turns around the keyboard and lets the taxpayer and spouse enter their own numbers. If the taxpayer and spouse enter their own PINs, there is no PIN form to print out and sign-- it is truly paperless. If the preparer enters the numbers into the computer, then the PIN form must be printed and signed by all parties and retained on file per IRS rules.   Third-Party Designee PIN: This PIN is also entered on the Main Info sheet of Sure-Fire. The taxpayer is authorizing the preparer to talk to the IRS about their return. For the designee, you should enter the word "preparer" rather than your actual name in that box. This PIN expires when the return is processed, according to the IRS. You should remember this PIN for any communication with the IRS.   Preparer Tax ID Number (PTIN): This number is issued to the preparer by the IRS so you won't have to print out your personal SSN on all the returns you prepare. You will complete the PTIN application on the IRS website. This PTIN is assigned to a specific person, not a company. You fill out the preparer's information on the bottom of the Main Info sheet in Sure-Fire, including your PTIN. Self-Select PIN: This PIN provides the same service as the ERO/Practitioner PIN described above. You must know either the prior year PIN or prior year AGI. The return will be rejected if this information is incorrect. This information is not needed when using the ERO/Practitioner PIN. We encourage you to use the ERO/Practitioner PIN instead of the Self-Select PIN for that reason.  

ERO/Practitioner PIN: This PIN is entered on the Main Info sheet of SureFire. When you use the PINs, you do not have to mail in the 8453 forms. The practitioner enters a PIN for the taxpayer and/or spouse. There is a check box under the taxpayer and spouse PIN for the tax preparer to indicate they were given permission to enter these PINs. Otherwise, the tax preparer actually turns around the keyboard and lets the taxpayer and spouse enter their own numbers. If the taxpayer and spouse enter their own PINs, there is no PIN form to print out and sign-- it is truly paperless. If the preparer enters the numbers into the computer, then the PIN form must be printed and signed by all parties, and retained on file per IRS rules.   Third Party Designee PIN: This PIN is also entered on the Main Info sheet of SureFire. The taxpayer is authorizing the preparer to talk to the IRS about their return. For the designee, you should enter the word "preparer"" rather than your actual name in that box. This PIN expires when the return is processed

This error does not affect the return. SureFire is required to use a third party DLL file to print the 5500. This print process is significantly slower than the SureFire print process. The error seems to be most prevalent when the user exits SureFire too quickly after printing the 5500.  

The ERO must complete Form 8879, IRS e-file Signature Authorization, including Part III, for each return that is prepared using this method. The Practitioner PIN method is open to all EROs. The following taxpayers are eligible to use this option:   Taxpayers who are eligible to file Forms 1040, 1040A, or 1040EZ or 1040-SS (PR) Military personnel residing overseas with APO/FPO addresses. Taxpayers residing in the American Possessions of the Virgin Islands, Puerto Rico, America Samoa, Guam, and Northern Marianas, or with foreign country addresses. Taxpayers filing Form 4868 (extension of time to file). Those filing on behalf of deceased taxpayers.   There is no age restriction on who can use the Practitioner PIN method; everyone is eligible to use the Practitioner PIN method.  

The ERO must complete Form 8879, IRS e-file Signature Authorization, including Part III, for each return that is prepared using this method.   The Practitioner PIN method is open to all EROs.   The following taxpayers are eligible to use this option:   Taxpayers who are eligible to file Forms 1040, 1040-SRor 1040-SS (PR) Military personnel residing overseas with APO/FPO addresses. Taxpayers residing in the American Possessions of the Virgin Islands, Puerto Rico, America Samoa, Guam and Northern Marianas, or with foreign country addresses. Taxpayers filing Form 4868 (extension of time to file). Those filing on behalf of deceased taxpayers.       There is no age restriction on who can use the Practitioner PIN method; everyone is eligible to use the Practitioner PIN method.

This form allows you to create up to 25 questions for use in your office. You can set these questions up in Tax Form Defaults if you wish. Only the answers are stored in the SureFire database.   Preparer Use Fields   Select the check box at the top of the page if you are using this form.   Enter the question(s) and answer(s) on lines 1 through 25.   Taxpayer Reminders   This section is used to enter notes you wish to be reminded of after you run carryforward next year. This replaces the former way of showing reminders, "flips"".           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base

It is reported often that this occurs with Massachusetts. Some states require separate fields for FN/MI/LN whereas the Main info sheet has just a single Preparer name field. As such, it can not flow to the state preparer info.

Once you are issued an SSN, use it to file your tax return. Use your SSN to file your tax return even if your SSN does not authorize employment or if you have been issued an SSN that authorizes employment and you lose your employment authorization. An ITIN will not be issued to you once you have been issued an SSN. If you received your SSN after previously using an ITIN, stop using your ITIN. Use your SSN instead.   https://www.irs.gov/forms-pubs/using-a-social-security-number-ssn-or-individual-taxpayer-identification-number-itin-when-filing-your-tax-return

Return was corrupt so delete it and start a new return, when ask if you want to restore select no and carry the data forward

This error will occur when you click on a field that is locked and cannot be edited. You will not be able to edit the following items on the price sheet. 1. SFS transmission fee 2. SFS state transmission fee - SBTPG only 3. SFS technology fee 4. Service bureau fees 5. Protection Plus These items are listed under the heading "Non-preparer fees"" the fees will pull directly from your approved settlement solution. To update the fees if changes were made

This can occur when you printer is set to use a Windows driver instead of a PCL driver. To correct the problem, follow the steps below.   To change your printer driver   Click the Windows Start button and then click Control Panel. In the Control Panel window, double-click Devices and Printers. Right-click the appropriate printer and click Printer Properties. Click the Advanced tab and then click New Driver. In the Add Printer Driver Wizard window, click Next. In the Manufacturer list, select HP, and then select a driver in the Printer list that matches your printer name, or else, any driver ending with PCL6. Click Next and then click Finish. In the Driver drop-down list, select the driver you just installed. Click Apply and then click OK.     You should no longer have this problem printing Form 706 returns. If the problem persists, contact Customer Support at 866-641-9473.     Additional Information Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Al imprimir el Formulario 706/709-Estate and Gift Tax las lneas se superposicion en SureFire.

To print a facsimile Form W-2   Load the desired Form W-2 in the tax return. Right-click the W-2. Select Print W-2 facsimile. In the SureFire Print dialog box, set Printer and Properties, if desired, and then click Print.       Notes:   SureFire prints a watermark on the facsimile Form W-2, so it cannot be confused with the original document. You are able to set Print Packets to include a W-2 Facsimile.

In previous years, SureFire did not support adding Schedule K-1 statements to the e-file structure, and it lumped any K-1s beyond three together as a single total without details. Since then, the IRS has begun matching K-1s to the corporations and partnerships that produce them.   Our developers are working to change this functionality in future versions of SureFire, but in the meantime, if the IRS audits your client, you need to print out and send in to the IRS the K-1 statements for the years in question.  

To do this, follow the steps below.   To print all form prices on an invoice   Open the return, and then open the price sheet. Right-click that form and then select Print this form. In the SureFire Print dialog box,select the Print Screen Image option under Select Form to Print, and then click Print.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Impresin de hojas de precios con todos los precios de formularios

On the K-1 P/S, scroll down to section z to enter the QBI on the appropriate line. Then at the bottom of the form for Qualifying Business Income Information, answer the question if the business is a specified service trade or business.

There is an update coming over for this, The Just have them override any field - they don't have to change anything. That will force it to stay in the return; their PTP income is included on the QBI worksheet at the bottom

Go to the Schedule B, line 5a and link (F9) to the Additional Dividend Statement. Enter the qualified dividends in the appropriate column of this statement. See the F1 help for this form for more information.

Go to the Schedule B, line 5a and link (F9) to the New Dividend Statement. Enter the qualified dividends in the appropriate column of this statement. See the F1 help for this form for more information.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Dividendos calificados

The United States Railroad Retirement Board issues a Form RRB to report non-Social-Security-equivalent (NSSEB) benefits (balance of tier 1 benefits that are treated as an amount received from a qualified employee plan); any tier 2 benefit, vested dual benefit (VDB), and supplemental annuity benefit. For tax purposes, all of these are treated as an amount received from a qualified employee plan. In most cases, the distribution reported on the RRB-1099-R can be entered on the 1099-R form in Sure-Fire. However, there may be some information for which there is no place on the 1099-R. For instance, if there is an amount in Box 8-Repayment, refer to the IRS instructions, and also to help provided by the RRB at a nearby office or on the Internet at www.rrb.gov  

The United States Railroad Retirement Board issues a Form RRB to report non-Social-Security-equivalent (NSSEB) benefits (balance of tier 1 benefits that are treated as an amount received from a qualified employee plan); any tier 2 benefit, vested dual benefit (VDB), and supplemental annuity benefit. For tax purposes, all of these are treated as an amount received from a qualified employee plan.   In most cases, the distribution reported on the RRB-1099-R can be entered on the 1099-R form in SureFire. However, there may be some information for which there is no place on the 1099-R. For instance, if there is an amount in Box 8-Repayment, refer to theIRS instructions, and also to help provided by the RRB at a nearby office or on the Internet at www.rrb.gov           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Beneficios de Ferrocarril en SureFire

You can link from line 20a of the 1040 to the 1040 Worksheet 1. Use F1 help while on the worksheet for specific instructions.

To uninstall a module: Click Tools Utilities/Setup Assistant. In the Utility window, click Tools Uninstall Modules. A window will appear listing the federal, state, and bank modules currently installed on your system. Select the package(s) you wish to uninstall. Click OK. A message will tell you when the process is complete.   To download a module: Go to the SureFire Solution Center website. Log in with your Client ID, User Name, and Password. Click the Downloads dropdown. Click on Program Updates. Download the module (1065, 1040, etc in question).

The following are some of the most common rejections for Form 1120/1120S e-files:   Punctuation problems: Because these e-files are in XML format, they do not have the same rules as Form 1040 e-files, and the program allows punctuation. We will hopefully be able to limit this in the future. Currently, most punctuation is removed at the EFC. There is a missing dash (-) in the SSN or EIN field on Schedules K-1. The Depreciation Worksheets for Form 4562 were not used. They are not always completely necessary, but if the tax return has listed items or vehicles to depreciate, there is not a way to format the Method, Recovery Period, or Convention correctly. The worksheets do this automatically. If the ERO is Self-Employed and does not have an EIN, then the section asking for the Firm Name, Address, etc., should not be completed. Required information is not entered in certain fields, such as Business Code.

The IRS has released a statement about deducting costs of a home when refinancing. Please refer to http://www.irs.gov/publications/p936/ar02.html.

1040 Wkt 3, line 12 will show the amount of Child Tax Credit being credited to the taxpayer(s). This amount will then flow to 8812 to calcualate the Additional Child Tax Credit to calculate the refundable portion of the Child Tax Credit for the Taxpayer.

1040 PR box checked instead of 1040

IRS will mail a paper check https://www.irs.gov/faqs/irs-procedures/refund-inquiries/refund-inquiries-18

On IT-203 page 1 between questions A and B in red the filing status is married filing joint do you want to file IT -203-C. if they are using it (saying that a spouse had no NY income) this question should be answered Yes

the IRS won't allow a court appointed rep to receive the refund on 1310 and file electronically unless they're amending it's because the IRS will reject for IND-300-01 if the 1310 isn't present but then will reject for F1310-024 if it is present and Box B is checked. so they fall into having to paper file

If this return is will be refunded via fee collect, review the refund on the fee collect application, you will see that only the federal amounts are included. Add the account information for NY by choosing the option that the refund will be deposited into a different account. Re-create and resend the e-file to New York.

The return is calculating correctly but the state of Michigan confirmed that their e-file system cannot accept a return with a Tier 3 standard deduction and a birthdate of 1/1/54. Michigan advised us that the return will need to be paper filed.

The IRS allows 5 days to retransmit returns that were sent prior to the due date but were rejected. If the filing deadline is April 15, then you would have until April 20 to correct a return that was submitted before the deadline, but then rejected. If the taxpayer chooses not to have the electronic portion of the return corrected and transmitted to the IRS or if it cannot be accepted for processing by the IRS, the taxpayer must file a paper return. In order to be filed timely, the paper return must be filed by the later of the due date of the return or ten calendar days after the IRS gives notification that the electronic portion of the return is rejected of that it cannot be accepted for processing. The paper return should include an explanation of why the return is being filed after the due date.

On the Main Info sheet, line 6 calculates an exemption for the taxpayer, as well as one for the spouse when Married Filing Jointly. Below line 6, there are checkboxes (line 6a or 6b) that must be selected if the taxpayer or spouse is being claimed as a dependent on another person's return.If you are listing a dependent that can be claimed as an exemption on another taxpayer's return, but the dependent is a qualifying child for Earned Income Credit or Child and Dependent Care Credit purposes, enter 0 in the Code column of the dependent section of the Main Info sheet.

On the Main Info sheet, line 6 calculates an exemption for the taxpayer, as well as one for the spouse when Married Filing Jointly. Below line 6, there are check boxes (line 6a or 6b) that must be selected if the taxpayer or spouse is being claimed as a dependent on another person's return.   If you are listing a dependent that can be claimed as an exemption on another taxpayer's return, but the dependent is a qualifying child for Earned Income Credit or Child and Dependent Care Credit purposes, enter 0 in the Code column of the dependent section of the Main Info sheet.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Removiendo excepciones para dependientes que han sido reclamados en otras declaraciones de impuestos.

Verify that the modified adjusted gross income (AGI) on Form 8582, Pt. II, Line 6, is notmore than $150,000 (not more than$75,000 if married filing separately)   Note: No passive losses are allowed,but they will be carried forward to next year. See the IRS Instructions for Form 8582 - Passive Activity Loss Limitations.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Prdidas de alquiler del Formulario Sch E, Pg. 1, que no se transfiere a Sch 1, Lnea 5 en SureFire.

Form 1065 page 1, line 1a, is for reporting gross receipts, not rental activity. Rental activity for a partnership is reported on Form 8825, the income or loss from Form 8825, line 17 flows to form 1065, page 4, line 2. Then flows on to the Schedule K-1, line 2 - Net Rental real estate income.

SureFire uses line C for any royalty income from K-1 P/S (partner/shareholder) Worksheets. The form displays the words "FROM K-1" in the Address field when there is royalty income coming from one or more K-1 P/S Worksheets.                             If the client has K-1s, fill in a K-1 worksheet for each before completing Schedule E. If the client does not have K-1 income, you can use this line for a third property. However, you cannot link to Rental Worksheet for this line.

According to IRS instructions:   Part II. Repayment of the Credit If you purchased the home in 2008 and you owned it and used it as your main home during all of 2012, you must continue repaying the credit with your 2012 tax return. You do not have to file Form 5405. Instead, enter the repayment on your 2012 Form 1040, line 59b, or Form 1040NR, line 58b, whichever applies. If you are required to repay the credit because you disposed of a home you purchased, or that home ceased to be your main home, you generally must repay the entire credit (or the balance of the unpaid credit in the case of a 2008 purchase) with your 2012 tax return. An exception applies if your home was destroyed or condemned, or you disposed of the home under threat of condemnation, and you did not acquire a new main home within 2 years of the event. (See the instructions for lines 3f and 3g earlier.) Another exception applies for certain members of the uniformed services or Foreign Service or employees of the intelligence community (see the instructions for line 2 earlier).  

Yes. On reporting the Employer Health Ins, it is to be reported in Box 12 with a code of DD. We added this with our 2011 End of Year update. We added the amount in the W2 Box 12/14 Info found on the Taxes tab of the employee to have it included on the W2. Setup the deduction with the DD code in the Tax Reporting setup. Make sure to add the deduction to the employee. Steps to setup the deduction:   Go to the Payroll or ATF Payroll Menu --> Deductions -->New Deduction Check the Employer Contribution box Click on the Calculation tab Click the Tax Reporting box In the W2 Box select 12 - Miscellaneous From the Box 12 Code select DD-ER Health Cvrg Click Ok, Click Ok, Click Close  

You should receive Form 1099-K by January 31st if, in the prior calendar year, you received payments:   from payment card transactions (e.g., debit, credit or stored-value cards), and/or in settlement of third-party payment network transactions above the minimum reporting thresholds of - gross payments that exceed $20,000, AND more than 200 such transactions       You must report on your income tax return all income you receive from your business. In most cases, your business income will be in the form of cash, checks, and debit/credit card payments. Business income is generally referred to as gross receipts on income tax returns. Therefore, you should consider the amounts shown on Form 1099-K, along with all other amounts received, when calculating gross receipts for your income tax return.   If the owner of a small business is reporting a 1099-K, it is reported on Sch C and included on Sch C, Page 1 Part I: Income   Go to Line 1 Gross receipts or sales and click the amount column.

Alimony is taxable to the person who receives it, and deductible to the person who pays it. If you receive alimony, you must give your Social Security Number to the payer. Not doing this could result in a penalty.   If you receive or pay alimony, you must use Form 1040. This cannot be reported on Forms 1040A or 1040EZ. Child support is not taxable or deductible.

Alimony is taxable to the person who receives itand deductible to the person who pays it. If you receive alimony, you must give your Social Security Number to the payer. Not doing so could result in a penalty.   See IRS Publication 504   Alimony received is reported on 1040 Sch 1, Part I,line 2a. Alimony paid is reported on 1040 Sch 1, Part II, line 19a.   NOTE: Please review Pub 504 to determine if either is required to be reported.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Reportando la pensin alimenticia

If the 1099-MISC reflects income for someone who is self-employed, you would link (press F9) from line 1 of the Federal Schedule C to a New 1099MISC. If it was miscellaneous income as a subcontractor or babysitter, etc., link from line 21 of page 1 of Form 1040 to a New 1099MISC. If it is income that needs to be reported on Schedule E, link from line 3 for Rents or line 4 for Royalties on Schedule E. Complete this form exactly as it is on the form that you received from the payer. Note: If this is considered non-employee compensation, it should probably be reported as earnings from self-employment on Schedule C. If this is not done correctly, the IRS will send a letter to the taxpayer asking for proof that this should not be self-employment income. Check with the taxpayer to see what type of income the form is reporting, and see the Schedule C or Schedule SE instructions to find where this should be reported. There should also be information on the back of Form 1099-MISC to help you with this conclusion. If you are still in doubt, check with the payer or with the IRS.  

A Section 754 depreciation is usually used to reduce the income reported on the K-1 on the partnership side. So a section 754 depreciation adjustment reported on the supplemental information page of a K-1 does not usually need to be reported anywhere on the individual tax return.

Sale of a Property with Multiple Depreciable Components   When you have multiple Business Asset Worksheets related to a single property sold -- for example, a building and new roof depreciating separately -- follow the steps below.   On all worksheets related to the property (e.g., the worksheet for the building, the worksheet for the new roof, etc.), enter the date sold. On all worksheets related to the property, type a number in the first field shown in the illustration below. Type the same number on each worksheet. For example, type the number 1. This tells SureFire that the worksheets are related to each other. If you have two properties sold, each with multiple worksheets, type the number 1 on all worksheets related to the first property and the number 2 on all worksheets related to the second property. You can handle up to nine sales in this way. On the worksheet for the building, select the check box to designate it as the Main worksheet. On the Main worksheet only, enter the selling price and selling expense.   SureFire will accumulate the cost, basis adjustments, and depreciation for all items on the Main worksheet         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Reportando mltiples ventas (bulk sales) en SureFire

If the Easy Advance only option is selected in the Bank Product Analysis section, the preparer must collect all fees before transmitting the return.   Funds through Easy Advance can only be disbursed on the XR card or by direct deposit.   Notes:   This option is not available for EROs or preparers in Illinois. The deadline for taxpayers to apply for Easy Advance is February 29, 2016.     Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Republic Bank: Opcin Easy Advance

If the return is accepted then you have the option to amend the return if possible. If the return is rejected then you can make any corrections and and recreate the e-file

Make sure that you are entering the correct number in the correct field.   The Routing Transit Number (RTN) must contain nine numeric characters. The first two positions must be 01 through 12, or 21 through 32. If these numbers are not correct, youneed to check with the bank for the correct RTN.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Nmeros de Ruta de Trnsito (Routing Transit Numbers).

In general, all businesses operating in the U.S. are required to report their activities to the IRS by filing annual tax returns. The due date and type of tax return that is filed depends on the type of business entity. If a business cannot file on time, Form 7004 should be submitted to request a tax extension. Form 7004 must be filed by the original due date of the business’ tax return. Depending on the type of business, the IRS will grant a five- or six-month extension period, beginning on the date the tax return was originally due. The deadline for both 1120 Tax Returns is the 15th of April and the 15th of September for Extended returns. Please do note that these are subject to change via the IRS and you will want to check out their website at www.irs.gov for the most recent information. NOTE: If a corporation files based on the fiscal year, the original filing due date is the 15th day of the 3rd month following the close of the taxable year.  

This explanation assumes that you have completed the depreciation information in Section 1a at the top of all depreciation worksheets.   Go to the Sale of Depreciable Asset section of the first Depreciation Worksheet that includes items in this sale. At the beginning of this section, you will see a paragraph of text. The first entry next to this paragraph is for the property number. Enter a number in this entry. You will enter the same number on all assets that belong to this group. This number tells Sure-Fire that the assets belong together in the same sale. The second entry here is a checkbox. Mark this box on the first worksheet. Do not mark the box on any other worksheets. On this worksheet, complete the Sale of Depreciable Asset section, including the date sold, selling price, and selling expense. Go to all other worksheets for assets included in this sale. In the Sale of Depreciable Asset section, enter the property number (the same as on the first worksheet) and the date sold. Do not enter any other information in the Sale of Depreciable Asset section.  

This explanation assumes that you have completed the depreciation information in Section 1a at the top of all depreciation worksheets. Go to the Sale of Depreciable Asset section of the first Depreciation Worksheet that includes items in this sale. At the beginning of this section, you will see a paragraph of text. The first entry next to this paragraph is for the property number. Enter a number in this entry. You will enter the same number on all assets that belong with this group. This number tells SureFire that the assets belong together in the same sale. The second entry here is a checkbox. Mark this box on the first worksheet. Do not mark the box on any other worksheets. On this worksheet, complete the Sale of Depreciable Asset section, including the date sold, selling price, and selling expense. Go to all other worksheets for assets included in this sale. In the Sale of Depreciable Asset section, enter the property number (the same as on the first worksheet) and the date sold. Do not enter any other information in the Sale of Depreciable Asset section.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Venta de mltiples activos depreciables

Line 23 - Other Deductions can be anything.                                

1040 Sch A Line 16.   If you have only one item to list on this line and there is no supporting form on which to enter it, then enter the type of deduction in the Type field and the amount in the Amount field.   If either of the following applies, you must link to the NEW Other Deducts - Schedule A Line 16 Other Deductions statement from the Type or Amount field and enter all items on the statement:   Note: The expense type can only be the following and must be spelled exactly as it appears and is case sensitive: SCHEDULE K-1 Form 4684 Form 4797 Form 2106 W2G losses If you are not using the statement, SureFire calculates the following amounts to the ***Amount field: Gambling losses that you enter on Form W-2G, but not more than the amount of gambling winnings reported in box 1 of Form W-2G. Casualty and theft losses of income-producing property from Form 4684, lines 35 and 41b, or Form 4797, line 18a. Federal estate tax on income in respect of a decedent from the Beneficiary's K-1 worksheet. Other deductions, portfolio, from the Partners and Shareholders K-1 worksheet. Impairment-related work expenses of a disabled person from Form 2106 or 2106-EZ. For more details on these and other deductions not subject to the 2% limit, see Publication 529, Miscellaneous Deductions.   If you are using the statement, you must manually enter on the statement each amount from supporting forms. Otherwise, they are not included on line 28.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Sch A Lnea 16 para prdidas de juego (Gambling) W2G en SureFire

If you need to list more than 8 people who received interests, link (press F9) at the checkbox for line 10 to add an additional worksheet.

Use Schedule B for all interest income, even if the amount is $1,500 or less. If Schedule B does not have to be filed because the $1500 rule or other requirements are not met, SureFire does not print Schedule B with the tax return or include it in the IRS electronic file. However, SureFire does include the interest and dividend income on the correct lines of the tax return.

Print 8829 with information. Remove form 8829. Go to Sch C line 30 F9 to 8829. Enter information from printed 8829. Information then flows to Sch C line 30.

On the Sch C line 31 the amount is a loss - based on the Sch C line 31 instructions ..If loss go to line 32. Line 32 has a 32a and a 33b. Based on the instructions for this line - check the box that describes your investment -- if you check box 32a as is the case on this return the amount will flow to Sch C, line 31 and to Schedule 1 - this will flow to 1040. If line 32b - for some investment at risk, in addition to completing form 6198 - Sch C line 31 will be zero and loss will carry over.

2017 Instructions for Schedule E (Form 1040) Page E-3 Exception for Certain Rental Real Estate Activities If you meet all of the following conditions, your rental real estate losses are not limited by the passive activity loss rules, and you do not need to complete Form 8582. If you do not meet all of these conditions, see the Instructions for Form 8582 to find out if you must complete and attach Form 8582 to figure any losses allowed. 1. Rental real estate activities are your only passive activities. 2. You do not have any prior year un-allowed losses from any passive activities.   3. All of the following apply if you have an overall net loss from these activities:   a.You actively participated (defined below) in all rental real estate activities; b. If you are married filing separately, you lived apart from your spouse all year; c. Your total net loss from these activities is $25,000 or less ($12,500 or less if married filing separately); d. You have no disallowed credits from the current or prior year from passive activities; e. You have no interest in a rental real estate business as a limited partner or beneficiary of an estate or trust.                                                                                                                                                                                                                                                                                                                                                                                                                       a. You actively participated (defined later) in all of the rental real estate activities; b. If married filing separately, you lived apart from your spouse all year; c. Your overall net loss from these activities is $25,000 or less ($12,500 or less if married filing separately); d. You have no current or prior year unallowed credits from passive activities; e. Your modified adjusted gross income (defined later) is $100,000 or less ($50,000 or less if married filing separately); and f. You do not hold any interest in a rental real estate activity as a limited partner or as a beneficiary of an estate or a trust.

Maximum special allowance. The maximum special allowance is:   $25,000 for single individuals and married individuals filing a joint return for the tax year,   $12,500 for married individuals who file separate returns for the tax year and lived apart from their spouses at all times during the tax year, and   $25,000 for a qualifying estate reduced by the special allowance for which the surviving spouse qualified.       If your modified adjusted gross income (MAGI) is $100,000 or less ($50,000 or less if married filing separately), you can deduct your loss up to the amount specified above. If your MAGI is more than $100,000 (more than $50,000 if married filing separately), your special allowance is limited to 50% of the difference between $150,000 ($75,000 if married filing separately) and your MAGI.       Generally, if your MAGI is $150,000 or more ($75,000 or more if you are married filing separately), there is no special allowance         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Sch E limitacin

If the AGI is over the $150,000 limit, the loss is carried over to the next year.

Per IRS instructions on this line:   Individual Shareholders' Distributions Each shareholder's distribution amount for the corporation's fiscal year should be reported on Schedule K-1, Line 16, with a reference code of "D."" When the shareholder follows the IRS instructions for Schedule K-1

Appears the import link not working Workaround. Each time you make a change on the 1065 return you will need to repeat steps 1-3 below Steps 1. On 1040 Return - Remove an re-enter the 1065 EIN number on the K 1 P/S page 1 (verify it is the same number on 1065 return) 2. You will be prompted to import the K-1 data 3.Click on on the error (757) - Error Importing return data for Form:1065K-2 Entry 63 4.Verify that the SSN for the Taxpayer or Spouse is the same number on the Form 1065 5.Also make sure that on the 1040 return the form K1 P/S page 1, check the box to ensure K1 belongs to the Spouse or the Taxpayer

If there are lines filled in on the client's Schedule K-1 that are not included on this worksheet, you need to enter that information directly on the proper form. If there is any question about how a particular line on Sch K-1 should be handled on the tax return then that line is not included on the K-1 worksheet. These lines will normally have "Enter manually" shown in the Where Entered column, or they are not applicable to the return. If you have a question as to where the information should go in the return, press SHIFT+F1 to open the K-1 instructions.  

If there are lines filled in on the client's Schedule K-1 that are not included on this worksheet, you need to enter that information directly on the proper form.   If there is any question about how a particular line on Sch K-1 should be handled on the tax return, or if the line relates to a form not supported by SureFire, then that line is not included on the K-1 worksheet.   These lines will normally have "Enter manually"" shown in the Where Entered column

Under the heading Social Security number, the Schedule M instructions state: "To take either credit, you must include your social security number (if filing a joint return, the number of either you or your spouse)."? To claim the making work pay credit or government retiree credit on a joint return, only one SSA-assigned social security number is required. As long as one spouse has a social security number and includes it on the return, neither spouse is disqualified from claiming the credit.Visit the Making Work Pay Tax Credit page at http://www.irs.gov/newsroom/article/0,,id=204447,00.html on IRS.gov for more information.

To solve this problem, remove the amount from line 29 of Form 1040, and then press F9 to link this line to the SE Plan Worksheet-SE Health Insurance and Retirement Worksheet. Complete this worksheet, and the amount will be reflected in the Schedule SE, line 3 total.

SureFire does not support/offer Sch SE page 1 (Sch SE short form) and starting in 2020 Tax season, the short form of Sch SE has been eliminated and is no longer in use.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:SureFire ofrece Sch SE de forma corta?

Use Part III of Schedule D (1040) if both of the following are true:   There is a net capital gain. There is a net capital gain if both lines 15 and 16 of Schedule D are gains. (Line 15 is net long-term capital gain or loss, and line 16 is net long-term capital gain or loss combined with any net short-term capital gain or loss.) The taxable income on Form 1040, line 43, is more than zero.     If you have any collectibles gain, gain on qualified small business stock, or unrecaptured section 1250 gain, you may have to use the Schedule D Tax Worksheet to calculate your tax. See the Schedule D instructions for more information about this.   In Sure-Fire, this worksheet is at the top of Schedule D Worksheet 1.

When it comes to a return with multiple rental properties, there are some limitations when E-Filing. Currently, the limit is a maximum of 15 Sch. E forms (including Sch E Dup) with a total of 45 properties. While there is a limit for sending a return electronically, there is no limit for how many can be in the actual return. Just know that anything past the limit stated above would cause the return to have to be mailed to the IRS or state agency by US Mail.                                                

For each property, mark the checkbox on the worksheet below line 26 which is titled. If you mark the Some not at risk? checkbox, the entire loss may not be deductible. See the at-risk rules for more information. If you have not marked the Active Participation checkbox Yes, the loss will be treated as a passive loss rather than a rental loss and limited to passive activity income. See the passive activity rules for more information on the deductibility of the passive loss. A loss on the Schedule E is not allowed if the filing status of the return is MFS (filing status 3) and you have marked the box that they have lived with their spouse during the year. If your Modified AGI is over $100,000 ($50,000 for Married Filing Separately and didn't live with the spouse), any loss is limited. See the IRS instructions for more information.  

For each property, mark the check box on the worksheet below line 26 which is titled. If you mark the Some investment is not at risk? check box, the entire loss may not be deductible. See the at-risk rules for more information. If you have not marked the Did you actively participate in the rental activity during 20xx check box Yes, the loss will be treated as a passive loss rather than a rental loss and limited to passive activity income. See the passive activity rules for more information on the deductibility of the passive loss. A loss on the Schedule E is not allowed if the filing status of the return is MFS (filing status 3) and you have marked the box that they have lived with their spouse during the year. If your Modified AGI is over $100,000 ($50,000 for Married Filing Separately and didn't live with the spouse), any loss is limited. See the IRS instructions for more information.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:La prdida del Schedule E no se transfiere al Formulario 1040-Individual-SureFire

You must select either the Cash or Accrual method by checking the appropriate box at the top of page 1 so the program knows which method you are using. Once you mark the box, line 11 will calculate an amount.

CROP PRODUCTION111100 - Oilseed and grain farming111210 - Vegetable and melon farming111300 - Fruit and tree nut farming111400 - Greenhouse, nursery, and floriculture production111900 - Other crop farmingANIMAL PRODUCTION112111 - Beef cattle ranching and farming112112 - Cattle feedlots112120 - Dairy cattle and milk production112210 - Hog and pig farming112300 - Poultry and egg production112400 - Sheep and goat farming112510 - Aquaculture112900 - Other animal productionFORESTRY AND LOGGING113000 - Forestry and logging (including forest nurseries and timber tracts)  

Select the Tax Basis check box if the method of accounting used to compute the partner's capital account is based on the partnership's income and deductions for federal tax purposes.   Select the GAAP check box if it is based on Generally Accepted Accounting Principles (GAAP).   Select the Section 704(b) book check box if it is based on the capital accounting rules under regulations section 1.704(b) (2)(iv).   Select the Other check box if any other method is used to compute the partner's capital account and attach a statement describing the method and showing how the partner's capital account was computed.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Schedule K-1, 1065 Partnership: Opciones del Item L usando SureFire

Select the Tax Basis check box if the method of accounting used to compute the partner's capital account is based on the partnership's income and deductions for federal tax purposes.Select the GAAP check box if it is based on Generally Accepted Accounting Principles (GAAP).Select the Section 704(b) book check box if it is based on the capital accounting rules under regulations section 1.704(b) (2)(iv).Select the Other check box if any other method is used to compute the partner's capital account and attach a statement describing the method and showing how the partner's capital account was computed.

Data listed on the Other K1s worksheet line 14a-14c will need to be manaully entered on the Schedule K-1.

According to IRS Publication 544 - Sales and Other Dispositions of Assets, Chapter 3 -Section 1250 Property:   Assets depreciated as code section 1250 property usethe straight-line depreciation method. Resulting gain is not immediately recaptured at ordinary rates like gains on 1245 property (there is no tax item called section 1250 recapture). Instead, any gain from the disposition of 1250 property results in a tax item called unrecaptured 1250 gain (calculated on Form 4797 Part III). This is a flow-through item reported separately on the shareholder's K1. If net 1231 gain is reported on the individual's Schedule D, the gain will be taxed at a 25% rate to the extent that there is unrecaptured 1250 gain.     According to IRS Partner's Instructions for Schedule K-1 (1065), line 9c - Unrecaptured Section 1250 Gain:   There are three types of unrecaptured section 1250 gain. Report your share of this unrecaptured gain on the Unrecaptured Section 1250 Gain Worksheet - Line 19 in the Instructions for Schedule D (Form 1040) as follows.   Report unrecaptured section 1250 gain from the sale or exchange of the partnership's business assets on line 5. Report unrecaptured section 1250 gain from the sale or exchange of an interest in a partnership on line 10. Report unrecaptured section 1250 gain from an estate, trust, regulated investment company (RIC), or real estate investment trust (REIT) on line 11.   If the partnership reports only unrecaptured section 1250 gain from the sale or exchange of its business assets, it will enter a dollar amount in box 9c. If it reports the other two types of unrecaptured gain, it will provide an attached statement that shows the amount for each type of unrecaptured section 1250 gain.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:El Schedule K1 (1065), Parte III, lnea 9c calcula incorrectamente la ganancia no recuperada de la seccin 1250 en una declaracin de impuestos 1065 en SureFire.

This can occur on an initial return where there are no opening balances entered.   Note: If the business has less than $250,000 in assets or receipts, then you do not need to complete the schedule L.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Schedule L: Balance Sheet fuera de balance en una declaracin de impuestos inicial de S Corporacion (1120S) usando SureFire 2017

Who Must File   All organizations that file Form 990 and certain organizations that file Form 990-EZ must file Schedule O (Form 990 or 990-EZ). At a minimum, the schedule must be used to answer Form 990, Part VI, lines 11b and 19. If an organization is not required to file Form 990 or 990-EZ but chooses to do so, it must file a complete return and provide all of the information requested, including the required schedules.   Specific Instructions   Use as many continuation sheets of Schedule O (Form 990 or 990-EZ) as needed.   Complete the required information on the appropriate line of Form 990 or 990-EZ prior to using Schedule O (Form 990 or 990-EZ).   Identify clearly the specific part and line(s) of Form 990 or 990-EZ to which each response relates. Follow the part and line sequence of Form 990 or 990-EZ.       To add a Schedule O in your SureFire return, click Add Form/Display Form List (or press CTRL+F10). Type Sch O in the Look for box, and then click Open.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Quin debe presentar la solicitud Anexo O (Organizacin Exenta 990 o 990-EZ)-SureFire?

Who Must File All organizations that file Form 990 and certain organizations that file Form 990-EZ must file Schedule O (Form 990 or 990-EZ). At a minimum, the schedule must be used to answer Form 990, Part VI, lines 11b and 19. If an organization is not required to file Form 990 or 990-EZ but chooses to do so, it must file a complete return and provide all of the information requested, including the required schedules. Specific Instructions Use as many continuation sheets of Schedule O (Form 990 or 990-EZ) as needed. Complete the required information on the appropriate line of Form 990 or 990-EZ prior to using Schedule O (Form 990 or 990-EZ). Identify clearly the specific part and line(s) of Form 990 or 990-EZ to which each response relates. Follow the part and line sequence of Form 990 or 990-EZ.   To add a Schedule O in your Sure-Fire return, click Add Form/Display Form List (or press CTRL+F10). Type Sch O in the Look for box, and then click Open.  

If they have disabled marked on a 1099R, and it's taxable then they have to put an amount on line 11 Schedule R. If no 1099R's are marked as disabled and the Schedule R isn't being used, then they must wait on update or they will need to go to the main information sheet and unmark disabled.

This functions as designed. Per page 1 of the IRS instructions for the 1120S K1:   Your share of S corporation income is not self-employment income and it is not subject to self-employment tax.

This functions as designed.Per page 1 of the IRS instructions for the 1120S K1:   Your share of S corporation income is not self-employment income and it is not subject to self-employment tax.   Additional Information Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:La lnea 2 del Anexo SE no calcula los ingresos del Anexo K1 de un 1120S.

Education Below the Graduate Level   You are an employee of the eligible educational institution. You were an employee of the eligible educational institution, but you retired or left on disability. You are a widow or widower of an individual who died while an employee of the eligible educational institution or who retired or left on disability. You are the dependent child or spouse of an individual described in (1) through (3), above.   Child of deceased parents. For purposes of the qualified tuition reduction, a child is a dependent child if the child is under age 25 and both parents have died. Child of divorced parents. For purposes of the qualified tuition reduction, a dependent child of divorced parents is treated as the dependent of both parents.  

Net gain or loss from Section 1231 is carried to Form 4797, Sale of Business Property, but it is not included on Form 8582, Passive Activity Computation. If it needs to be on Form 8582, then you will have to override the appropriate entry on Form 8582 to include it.

Net gain or loss from Section 1231 is carried to Form 4797, Sale of Business Property, but it is not included on Form 8582, Passive Activity Computation. If it needs to be on Form 8582, then you will have to override the appropriate entry on Form 8582 to include it.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Seccin 1231, ganancia o prdida no llevada a la Forma 8582

The limitation is not calculated without a copy of Form 4562 and the depreciation worksheets for each of the Section 179 election properties in the return.   You must link (press F9) from line16a on the K-1 for Partnerships and S-Corporations to a Form 4562, and then from line 6a of Form 4562 to a depreciation worksheet. Enter the asset and amount of Section 179 elected on the depreciation worksheet, and then the limitation will be calculated on Part 1 of Form 4562.     Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:La seccin 179 permite ms de $108,000 cuando usa la forma Schedule K-1

The limitation is not calculated without a copy of Form 4562 and the depreciation worksheets for each of the Section 179 election properties in the return. You must link (press F9) from line (12/11) on the K-1 for Partnerships and S-Corporations to a Form 4562, and then from line 6a of Form 4562 to a depreciation worksheet. Enter the asset and amount of Section 179 elected on the depreciation worksheet, and then the limitation will be calculated on Part 1 of Form 4562

This is by design. According to the IRS instructions for line 11 of Form 4562:   Individuals "Enter the smaller of line 5 or the aggregate taxable income from any trade or business you actively conducted ... Include in aggregate taxable income the wages, salaries, tips, and other compensation you earned as an employee (not reduced by unreimbursed employee business expenses). If you are married filing a joint return, combine the aggregate taxable incomes for you and your spouse."   Based on this, you should include income from all businesses and employers for the taxpayer and spouse in each taxpayer's income for the limitation.  

This is by design. According to the IRS instructions for line 11 of Form 4562:   Individuals Enter the smaller of line 5 or the total taxable income from any trade or business you actively conducted, computed without regard to any section 179 expense deduction, the deduction for one-half of self-employment taxes under section 164(f), or any net operating loss deduction. Also include all wages, salaries, tips, and other compensation you earned as an employee (from Form 1040, line 7). Do not reduce this amount by unreimbursed employee business expenses. If you are married filing a joint return, combine the total taxable incomes for you and your spouse.     Based on this, you should include income from all businesses and employers for the taxpayer and spouse in each taxpayer's income for the limitation.

This is excluded because of two issues.   First, when the self-employment tax is zeroed out, the IRS will reject the e-file with Fed Reject Code 0195. 0195 Schedule SE - When Self-Employment Tax is significant, Deduction for 1/2 of Self Employment Tax must be significant, and vice versa. If Self-Employed Deduction Schedule SE of Form 1040 is significant, it must equal Deduction for 1/2 of Self Employment Tax from Schedule(s) SE. If Deduction for 1/2 of Self Employment Tax of Schedule SE is significant, and Exempt-Notary Literal is not significant, then Self-Employed Deduction Schedule SE of Form 1040 must be significant. Second, the IRS adjusts refunds or sends tax bills to customers who have reduced self-employment tax.The IRS DOES NOT GET AND HAS NOTHING IN PLACE TO GET the data input in the return with the efile. They can't tell why the customer has reduced self-employment income and tax so the math is wrong from their perspective.   This was verified with the IRS prior to implementation.  

Verify the amount entered on Line 5 of Section 179, at the bottom of the Asset Worksheet. This is the amount that flows back to the 1120S.

The taxpayer will needto know their original prior-year adjusted gross income (AGI) or PIN from theirprior-year tax return,and their date of birth for verification purposes.For more information on the Self-Select PIN method, along with its eligibility requirements, visit the Self-Select PIN Method for e-file page of the IRS' Web site at http://www.irs.gov/Tax-Professionals/e-File-Providers--Partners/Self-Select-PIN-Method-for-Forms-1040-and-4868-Modernized-e-File

Self-Select PIN Method Most taxpayers are eligible to use the Self-Select PIN Method. The Self-Select PIN Method requires taxpayers to provide their Prior-Year Adjusted Gross Income (AGI) amount or Prior-Year PIN for use by the IRS to authenticate the taxpayers. If you are married filing jointly, you and your spouse will each need to create a PIN and enter these PINs as your electronic signatures. A PIN is any combination of five digits you choose except five zeros. If you use a PIN, there is nothing to sign and nothing to mailnot even your Forms W-2. Your electronic return is considered a validly signed return only when it includes your PIN, last name, date of birth, IP PIN, if applicable, and your adjusted gross income (AGI) from your originally filed 2021federal income tax return, if applicable. If you're filing jointly, your electronic return must also include your spouse's PIN, last name, date of birth, IP PIN, if applicable, and AGI, if applicable in order to be considered validly signed. Dont use your AGI from an amended return (Form 1040-X) or a math error correction made by the IRS. AGI is the amount shown on your 2021Form 1040 or 1040-SR, line 11. If you dont have your 2021income tax return, call the IRS at 800-908-9946 to get a free transcript of your return or visit IRS.gov/Transcript. (If you filed electronically last year, you, and your spouse if filing jointly, may use your prior year PIN to verify your identity instead of your prior year AGI. The prior year PIN is the five-digit PIN you used to electronically sign your 2021return.) You can't use the Self-Select PIN method if you are a first-time filer under age 16 at the end of 2022.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Calificar para el mtodo de PIN de autoseleccin (Self-Select PIN method) para firmar declaraciones.

You may send extension e-files with other state or Federal e-files to the SureFire Electronic Filing Center.   Open the Communications menu and select Send Federal/State Returns to. Select the returns to be sent. Extension e-files can be identifiedby the letter at the beginning of the file name. Form 4868/7004 - G Form 2350 - Y Regular e-files have the letter E at the beginning of the file name. Click Send to start the transmission.       Note: Extension e-files are acknowledged by the IRS in the same manner as regular e-files.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Envo de extensin (efile)

To unlink the state   Add state forms into the return. Locate the Do you want to electronically file this return? section (will appear in red) on the state form. The second line reads Check here if you want to file this return as unlinked; check that box   Run diagnostics, create the e-file for both federal and state returns. When transmitting returns both will become active to send.   Note: Not all states have the option to be unlinked from the Federal, so the Federal would have to be accepted before it can be unlocked.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Enviando e-files estatales separados de la declaracin de impuestos federal

When you are on the Schedule D, there are several ways to separate short term and long term transactions.   If there are few transactions, you can enter these directly on the form, sorting the short term and long term by entering each in the correct section. If you have more than four of either type of transaction, link from line 1 or line 8 to the Capital Gain/Loss Transaction Worksheet. DO NOT SKIP ANY LINES WHILE ENTERING TRANSACTIONS. This will separate the transactions and transfer them to the Short Term or Long Term Statements, then to the Schedule D.   Note: One thing to remember when you use this method is that if you have more than 50 of either type of transaction, you must go to the Short Term or Long Term Statement (whichever is applicable) and copy the worksheet for every 50 transactions that you have by pressing Shift F10. For each new worksheet (Short or Long Term), you will need to override (F8) the first entry (column (a) "Description of Property") and tab out of the entry to be sure that Sure-Fire knows it is there. Repeat this process of copying a new Short Term and/or Long Term statement until you do not have a full 50 transactions showing on the page. Totals of all statements will appear on Schedule D, page 1.  

If you have significant number of children not living with you marked as dependent, form 8332 must be completed (with a PDF attachment) or in the main info the following must be attached and marked: "A copy of a divorce or separation agreement that went into effect after 1984 and before 2009"" has to be marked. and ""Check here to attach a PDF or the divorce agreement to e-file."" has to be marked.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base

Answer: This is accurate per the IRS. The unemployment compensation exclusion from the ARP was intended to not impact any MAGI calculations. We are waiting on the IRS to update the worksheets, but in the meantime we have added back the UCE amounts to the MAGI calculations   You get to reduce your taxable income to not pay tax on the unemployment but you don't get to reduce your taxable social security by that amount.

Per 1040 Instructions: 2018   Social Security Benefits WorksheetLines 5a and 5b Keep for Your Records Figure any write-in adjustments to be entered on the dotted line next to Schedule 1, line 36 (see the instructions for Schedule 1, line 36).   If you are married filing separately and you lived apart from your spouse for all of 2018, enter D to the right of the word benefits on line 5a. If you dont, you may get a math error notice from the IRS. Be sure you have read the Exception in the line 5a and 5b instructions to see if you can use this worksheet instead of a publication to find out if any of your benefits are taxable.   Before you begin: 1. Enter the total amount from box 5 of all your Forms SSA-1099 and Forms RRB-1099. Also, enter this amount on Form 1040, line 5a . . . . . 1. 2. Multiply line 1 by 50% (0.50) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. 3. Combine the amounts from Form 1040, lines 1, 2b, 3b, 4b, and Schedule 1, line 22 . . . . . . . . . . . 3. 4. Enter the amount, if any, from Form 1040, line 2a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4. 5. Combine lines 2, 3, and 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5. 6. Enter the total of the amounts from Schedule 1, lines 23 through 32, plus any write-in adjustments you entered on the dotted line next to Schedule 1, line 36 other than any amounts identified as DPAD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6. 7. Is the amount on line 6 less than the amount on line 5? No. STOP None of your social security benefits are taxable. Enter -0- on Form 1040, line 5b. Yes. Subtract line 6 from line 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7. 8. If you are: Married filing jointly, enter $32,000 Single, head of household, qualifying widow(er), or married filing separately and you lived apart from your spouse for all of 2018, enter $25,000 . . . . . . . . . . . . . . . 8. Married filing separately and you lived with your spouse at any time in 2018, skip lines 8 through 15; multiply line 7 by 85% (0.85) and enter the result on line 16. Then, go to line 17 9. Is the amount on line 8 less than the amount on line 7? No. STOP None of your social security benefits are taxable. Enter -0- on Form 1040, line 5b. If you are married filing separately and you lived apart from your spouse for all of 2018, be sure you entered D to the right of the word benefits on line 5a. Yes. Subtract line 8 from line 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9. 10. Enter: $12,000 if married filing jointly; $9,000 if single, head of household, qualifying widow(er), or married filing separately and you lived apart from your spouse for all of 2018 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10. 11. Subtract line 10 from line 9. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 12. Enter the smaller of line 9 or line 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 13. Enter one-half of line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13. 14. Enter the smaller of line 2 or line 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14. 15. Multiply line 11 by 85% (0.85). If line 11 is zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15. 16. Add lines 14 and 15 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16. 17. Multiply line 1 by 85% (0.85) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17. 18. Taxable social security benefits. Enter the smaller of line 16 or line 17. Also enter this amount on Form 1040, line 5b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18. TIP If any of your benefits are taxable for 2018 and they include a lump-sum benefit payment that was for an earlier year, you may be able to reduce the taxable amount. See Lump-Sum Election in Pub. 915 for details.

There are some taxpayers who are not eligible for the standard deduction. The most common reason that a taxpayer would be required to use itemized deductions is if a couple is filing Married Filing Separate, and the other spouse itemizes deductions. Other reasons include nonresident aliens, dual-status aliens, and individuals who file returns for periods of less than 12 months. For additional information, see IRS Publication 501, Exemptions, Standard Deduction, and Filing Information. This publication is available on the IRS web site.

Note: Preparation of business returns requires the installation of the Desktop software with all updates applied! Need to prepare a business return, such as a 1041, 1065, or maybe an 1120? It's just a simple as opening a new 1040 return! In order to get started, please follow the steps below: Sign in to the software as a User that is authorized to start new returns (Guest and all SuperUsers can do this by default)      After signing in, the Select Package window will appear. This is where you will need to select the type of return you want the software to open when starting a return.                                  Now, you will be able to start a return like normal. When starting a return that is a business return, notice the fields have now changed from asking for a SSN to needing the EIN of the business.                                      And that's all there is to it! After entering the EIN and selecting OK, you will be greeted with the needed forms for the return type you are preparing.    

To start a return without a TIN   Make sure you are in the Individual Package. Press CTRL+I, or select Apply for an ITIN from the File menu. SureFire then opens a new return, completing the SSN and entering it as needed in SSN fields.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo empezar una declaracin sin TIN vlido, al aplicar por ITINs?

The acknowledgement report pulls information from the state acknowledgement file, not from the tax return or the database. Some states include the refund amount in the acknowledgement. If they do, then SureFire displays the amount in the acknowledgement report. Other states, such as NY, NJ, and MD, do not include the refund amount in their acknowledgement, therefore the report shows $0.   Why do we not pull the state refund amount from the tax return?We cannot pull the refund amount from the return because the return could have been edited after submission, resulting in a refund change. The state refund amount deposited could also differ from the refund shown in the return, based on state processing that happened after acceptance.   SureFire Web Version and SureFire Install Version are working as designed.

We display the information that is included in the state acknowledgement. If the state does not include a refund/balance due amount with the data, the default value of $0.00 is shown.

From the state form, press the F1 keyto get all applicable codes.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cdigos de estados necesarios para completar la declaracin de impuestos

Some states may require you to input a county or business code when filing the state return with the SureFire Software. Since each state's codes are different, you can use the F1 help options to find the codes for the state needed. When in the return, if you have the field selected that needs the code, you can press F1 on your keyboard and it will open a window with the codes on it, or a link that will take you to them.                                                   You can also get the HELP screen by going to HELP along the toolbar of the program and then selecting HELP (F1.)    

If the return is accepted by the state, please contact the appropriate State Taxing Agency for further assistance with this issue.

Often, what seems like an incorrect calculation can be corrected by changing entries in other fields used to calculate each amount.All state modules have a help file that offers guidance on proper data entry for each form. To see this help file on the screen, you must have a state form open and then press F1. This solution may be to alter where or what you enter on federal forms to have the information carry over properly to the state return.Also, make sure the state abbreviations are entered appropriately in the State Information section of the Main Information Sheet and Forms W-2 and 1099, and that the asterisk boxes next to the state abbreviations are used properly.

Often, what seems like an incorrect calculation can be corrected by changing entries in other fields used to calculate each amount.   All state modules have a help file that offers guidance on proper data entry for each form. To see this help file on the screen, you must have a state form open, and then press F1. The solution may be to alter where or what you enter on federal forms to have the information carry over properly to the state return.   Also, make sure the state abbreviations are entered appropriately in the State Information section of the Main Information Sheet and Forms W-2 and 1099, and that the asterisk boxes next to the state abbreviations are used properly.     Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Los formularios de estado calculan incorrectamente.

This may be due to the entries on certain lines of the state form, or the linked Federal form. The help file for each state form offers instructions on completing most lines. To see this information, open a state form and press F1. This will tell you exactly how to enter items on the Federal return to have them carry properly to the state return. Make sure state abbreviations are correct on the Main Info sheet as well as W-2/1099 and other forms and make sure the asterisk boxes next to the state abbreviations are used properly.

We have been asked by the states not to carry the state identification number from year to year. The identification number will need to be entered each tax year.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Nmeros de identificacin estatales en la forma W2 lnea 15 que no se transfieren en SureFire 2017.

This can occur when you have not entered the correct state abbreviation in the State box on the Main Info sheet, or on the W-2/1099 form itself. To access state help, press F1 on any open state form.

All states have a help file that contains state instructions. To get state instructions, open a state form on your screen and press F1. Pressing F1 will bring up the help file for that particular state. The information in this file will tell you exactly how to enter information on the Federal return to carry correctly to the state return. If there is a particular box to check on a Federal form, such as a 1099-R, or a code that needs to be entered on a W-2 for information to flow over to the state, Sure-Fire help will guide you through that process. Also located in the Sure-Fire help screen on the states, are "Tax Tips" for that state. These will give you helpful information on a form by form basis.  

To find the state instructions you want, open the state form in SureFire, and then press F1. This brings up a Help file that is customized to that state. The information there explains how to enter information on your Federal return to make sure it is correctly carried to your state return. Help files also offer links to the appropriate state Web sites.Within the F1 Help for each state, there is also a section of Tips for each state form. These give SureFire-specific instructions for using each form in the state package.

Openthe state form in SureFire, and then press F1 on your keyboard. This brings up a Help file that is customized to that state. The information there explains how to enter information on your Federal return to make sure it is correctly carried to your state return. The help files also offer links to the appropriate state Web sites. You can also access these links by pressing Shift + F1 on your keyboard.   Within the F1 Help for each state, there is also a section of Tips for each state form. Theseare SureFire-specific instructions for using each form in the state package.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Instrucciones estatales dentro de SureFire

This occurs when the state uses machine-readable forms that only show the data from a return. Because of this, the blank version of this form from your SureFire program would not be useful, as it would not resemble the form issued for manual entry.   To print a copy of the traditional form, visit the state taxing authority's Web site. You can find a link to the state Web site at the Federation of Tax Administrators' Web site: State Tax Forms Filing Options.  

To solve this problem, you need to remove the state from the Main Information sheet in the return, and close the form. Then, go back and re-add the state.       

On the Depreciation Worksheet, below the heading Depreciation, Amortization, and Section 179, select the check box if you are preparing a state return and the state depreciation, 179 deduction, or basis for the property is different from the federal amounts.   If you select this check box, both the Federal and State columns in this section must be filled in. Even when the amounts are the same for both.   Go to the Section 179 section of the Depreciation Worksheet and above line 1, enter the state section 179 expense maximum allowed if it is anything other than $25,000. 

On the Depreciation Worksheet, below the heading Depreciation, Amortization, and Section 179, select the check box if you are preparing a state return and the state depreciation, 179 deduction, or basis for the property is different from the federal amounts.   If you select this check box, both the Federal and State columns in this section must be filled in. Even when the amounts are the same for both.   Go to the Section 179 section of the Depreciation Worksheet and above line 1, enter the state section 179 expense maximum allowed if it is anything other than $25,000.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Diferencia de la Seccin 179 Estatal

This can occur when the state was added to the Tax Form Default or Templates prior to the states being delivered, so it is currently being used as "reference only". To correct this issue, you will edit the Tax Form Default or Template once those states have been delivered.  To do this go to the Main Information Sheet in Tax Form Default or Template, delete the state abbreviation(s), tab to another field, and then return to the state field to re-enter the state abbreviation(s). The state form(s) will now load in the Forms Tree.

This can occur when the state was added to templates prior to the states being delivered, so it is currently being used as "reference only".   To correct the problem, once those states have been delivered, you need edit the template by deleting the state abbreviations from the Main Information Sheet in Templates, select another field, and then return to the state field and re-enter the state abbreviations you need. You will see the state forms loaded in the tree. The forms will automatically load with all returns using this template after you save this change.

1. Go to the W2 with Statutory Employee Income 2. Locate the section Instructions for W2 the bottom of the page 3.Select the Statutory Employees box Check if you are going to use Sch C or C-EZ to report this income.

The 60-month limit on interest payments no longer applies. You may take the deduction if all four of the following apply:   You paid interest during the year on a qualified student loan (any loan you took out to pay the qualified higher education expenses for yourself, your spouse, or anyone who was a dependent when the loan was taken out. The person for whom the expenses were paid must have been an eligible student). Your filing status is NOT married filing separately. Your modified AGI is less than*   - $75,000 if single, head of household, or qualifying widow(er); - $155,000 if married filing jointly. Use lines 2-4 of the worksheet on page 31 of the IRS 1040 instruction book to figure your modified AGI.     You are not claimed as a dependent on someone's (such as your parent's) tax return.   You must reduce your expenses by the following benefits:   Employer provided educational assistance benefits that are not included in box 1 of your W-2 forms. Tax-free distributions from a Coverdell education savings account (ESA). Tax-free distributions from a qualified tuition program. U.S. savings bond interest that you exclude from income because it is used to pay qualified education expenses. The tax-free part of scholarships and fellowships. Veterans' educational assistance Any other nontaxable (tax-free) payments (other than gifts or inheritances) received as educational assistance.   *These are the amounts for the 2012 filing season, please refer to the 1040 instructions for the tax year you are filing to verify the modified AGI amount(s) for that year. For more detail on this deduction, please see IRS Pub. 970 http://www.irs.gov/publications/p970/ar01.html - d0e19.  

According to the IRS instructions for Form 8879:     Dont send this form to the IRS. The ERO must retain Form 8879.   Form 8879 - Retention Requirements   IRS e-file processing sites have received Forms 8879, IRS e-file Signature Authorization, submitted in error. Form 8879 instructions and Publication 1345 require Electronic Return Originators to retain the completed Form 8879 for 3 years from the return due date, or IRS received date, whichever is later.   The retention requirements above also apply to Form 8878, IRS e-file Signature Authorization - Application for Extension of Time to File.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Presentacin y retencin de los Formularios 8879 y 8878.

According to the IRS instructions for Form 8879:   Form 8879 - Retention Requirements IRS e-file processing sites have received Forms 8879, IRS e-file Signature Authorization, submitted in error. Form 8879 instructions and Publication 1345 require Electronic Return Originators to retain the completed Form 8879 for 3 years from the return due date, or IRS received date, whichever is later.   The retention requirements above also apply to Form 8878, IRS e-file Signature Authorization - Application for Extension of Time to File.  

We do not support that box. Please enter that income (as needed) directly on the actual forms, Please refer to the IRS instructions to learn where to report the amount. Box 10 is gross proceeds paid to an attorney.

If you need to verify the type of entity registered with the IRS, please use the IRS E-Help automated system for professionals: E-help Desk: 866-255-0654.   There you can use the automated system to input the Tax ID number and see what the entity type listed in the IRS database currently is.

States generally tax all income earned by its residents regardless of where that income was earned, so the taxpayer's total income is shown on the resident state return. However, most states offer their residents a credit for income taxes paid to other states. See the state's instructions for information on such a credit.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:SureFire aade el ingreso del estado no-residente al ingreso del estado residente en la declaracin de impuestos estatal.

Yes, we will accommodate allocation of expenses to income for beneficiaries in the 1041 package.   In addition, the preparer will have the choice of allowing the program to automatically calculate this by prorating income to expenses or if desired, you can go into the Distribution Worksheet in the 1041 package and press F9 at the top of the form to the Deduction Allocation Worksheet and allocate the expenses in any way you wish     Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Clculo de asignacin (allocation calculation) de SureFire para 1041-Declaracin de impuestos Fiduciaria

In SureFire, there are manual entry fieldsand calculatedentry fields.   Manual entry fields allow you to enter amounts in the field without overriding them. Calculated entries amounts areentries calculated from other worksheetsin the return.   To see where an amount comes from, you can press F9 while on the yellow amount field to bring up the "Entry Links"" dialog box. The form checked in that box is the source of the amount in question. Any calculated entry can be overridden in SureFire by pressing F8 on the yellow amount field. An overridden entry will show a white background with red numbers.   Note: For additional help on this and other subjects

Yes, we will accommodate the allocation of expenses to income for beneficiaries in the 1041 package. In addition, the preparer will have the choice of allowing the program to automatically calculate this by prorating income to expenses or if desired, you can go into the Distribution Worksheet in the 1041 package and press F9 at the top of the form to the Deduction Allocation Worksheet and allocate the expenses in any way you wish.

This was corrected with 1040 CT V3 module released on 04/25/2023   Please update modules, if you need assistance with updating a module, visit the following article: How do I update the modules and software in SureFire?

Please verify every single field on 990 page 6 line 20 is filled out including name, address and phone number.

Re-enter the bank account information in the appropriate fields.

Removed box selected for taxpayer on MA page 1 under filling status. Leave only MFS selection box.

Since this is an amended return the refund will have to be mailed to the taxpayer. Please select 'Check here to have a refund check mailed to you' on New Jersey DD Wkt.

Go to Form ACH 1040/ES Form and check 1 box at the top of the form pertaining to the type of direct debit payment the Taxpayer is trying to pay for.   This Form is activated because of the question answered on Form 1040 Page 2: Do you want your balance due withdrawn from your checking or savings account by an electronic funds transfer If "Yes""

Form 1099-MISC - Box 14 Gross Proceeds Paid to an Attorney. Form 1099-MISC, Box 14 shows gross proceeds paid to an attorney in connection with legal services. These amounts are generally reported on Schedule C Part 1 line 1. Enter only the taxable portion as income on your return.               Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:SureFire no incluye la casilla 14 en la forma 1099-MISC.

Please restore the overridden field on line 8a of Form 1040.

Go to CA 540 Pg3 Scroll down to line 91 Make sure to check the 'No use tax is owed' box. Recreate e-file and submit.

Unoverride IL 1040 Line 11 NetIncome.

only SchILK1P Step 2 Line 9a (individual) Individual must be equal to X.""

Remove the entries for PY Resident on Sch IL NR Step 1.

Modification numbers are found on NY 225 Schedule A B. Double check that codes are correct for type of filer - for example, look on NY 225 Wkt 1 - line 201 says CT-3-S filers only - but the chart on the instructions says it should be for CT-34-SH filers. Double check entries for accuracy.

Verify the Social Security Number is entered in the correct format on Form 8962, Pg. 2, line 30b.

This is a valid e-file validation error. Paper file State returns.

Enter valid code(s): A - H, J - N, P - T, V, W, Y, Z, AA, BB, DD, EE, FF, GG, and HH.

The W2 does not have 'CA' listed as the taxpayer's Home/Resident State.

Form CA 5805 is missing information. Please make sure to enter all required information and continue to E-file as normal. If the form is not needed or required for the taxpayer, remove it from the return to clear this error.

Go to form 8962 pg 2 and enter percentages on lines e, f, and g as ratios. For example, enter 50% as 0.50.

Go to Form 1065, Page 3, Designation of Partnership Representative section and mark 'An Individual' instead of 'A Business'

The word 'NONE' cannot be an entry on On Form 990PF, Page 7, Part VII, Line 3A. Please enter a correct type of service and the error will clear.

If the address has a word that resembles a name, the program will not allow it. Please separate the first 4 letters in order to clear error. Example: 123 Campbell ct. Instead use: 123 Camp bell ct.

Complete the applicable fields on the IN Sch H Page 1 Page 2.

Form 565 - remove the EIN from the LA Revenue Account No. field.

Complete the ACH debit payment information on MA 355, Page 2 to enable e-filing.

Go to form NY 3 EF and enter the Signing Officer's name

Members needed to be listed on PA directory.

Please check for any double spaces or special characters in the amount description on Form 1040 Wkt 7.

Enter the number of days the qualifying person lived with the Taxpayer in CA 3532 Line 5. If the person did not lived with the taxpayer ( 0 days ), the return will have to be paper filed since it is an E-filing requirement to enter the number of days.   Please note: The only way to remove Form CA 3532 is to change Filing Status   Additional Information:   You may qualify for HOH filing status if all of the following apply.   You were unmarried and not an RDP, or met the requirements to be considered unmarried or considered not in a registered domestic partnership on the last day of the year. You paid more than one-half the costs of keeping up your home for the year. Your home was the main home for you and a qualifying person who lived with you for more than half the year. The qualifying person was related to you and met the requirements to be a qualifying child or qualifying relative. (For a qualifying relative, see the instructions for Part III, line 4, Gross Income.) You were entitled to a Dependent Exemption Credit for your qualifying person. However, you do not have to be entitled to a Dependent Exemption Credit for your qualifying child if you were unmarried and not an RDP, and your qualifying child was also unmarried and not an RDP. You were not a nonresident alien at any time during the year. You paid more than half the cost of a qualifying persons total support. Your qualifying person is a citizen or national of the United States, or a resident of the U.S., Canada, or Mexico. If you, your spouse/RDP, or your qualifying person who lived with you was absent from your home during the year, see the definition for temporary absence in FTB Pub. 1540, Tax Information for Head of Household Filing Status. If your qualifying person is your father or mother, see the definition for Parent/Stepparent (Father or Mother) in FTB Pub. 1540.   (https://www.ftb.ca.gov/forms/2022/2022-3532-instructions.html#B-Qualifications)   If the qualifying person is your father/mother: Parent/Stepparent (Father or Mother) Stepparents are treated the same as parents for tax purposes. If you were unmarried and not an RDP, you may be eligible for the head of household filing status even if your father or mother did not live with you. However, your parent must have been a citizen or national of the United States, or a resident of the United States, Canada, or Mexico.   You must be entitled to claim a Dependent Exemption Credit for your parent. That is, your parent must meet the requirements of a qualifying relative and you must have paid more than half the cost of keeping up a home that was your parents main home for the entire year. Your parents main home could have been his or her own home, such as a house or apartment, or could have been any other living accommodation.   (https://www.ftb.ca.gov/forms/2021/2021-1540.html#ParentStepparentFatherorMother)

NJ 1040 page 1 missing county code. Please correct and create e-file.

Go to Form 8919 column b missing Firm SSN/EIN.

On 1040NR Sch OI line E enter "NON RESIDENT"". On the boxes below select the box for ""US Immigration Status"". "

Please check the 1120S EF ERO PIN is entered. Reminder: PIN cannot start with 0.

Entered the information for the person paying the DC income tax on DC FR 147.

This is a known reported issue that was corrected with State Individual CA Module V4.0 that was released on 02-20-2023   Please update module and create efile.

Go to Form 1120S EF. Go to the Security Information section. On Line ' If Checked, wages and salaries are claimed on this return' if the checkbox is marked an amount needs to be entered on the following Line "Enter the number of W-2s issued"" or On Line ""If checked

Form OK 511NR Page 1 If you are a nonresident, enter the state OR country of residence abbreviation. not both

Make sure either the Employer's U.S. Address orthe Employer's Foreign Address is entered on the W-2. If both are entered, remove one and the error will clear.   Note: Make sure there are no special characters in the address fields.

Remove (State Abbreviations) from the WI 1NPR Page 5 Line e.

Please verify the group exemption number on main info. 501C is not a valid number.   Group Exemption Number   Enter the four-digit group exemption number if the organization is included in a group exemption. The group exemption number (GEN) is a number assigned by the IRS to the central/parent organization of a group that has a group ruling. Contact the central/parent organization to ascertain the GEN assigned.   https://efile.form990.org/Help.aspx?Reference=Form990EZ_Part00_F#:~:text=The%20group

Go to Form 8915-F Page 1 and remove any selection or information on Line C if Line D for coronavirus has already been selected and on Form 8915-F Page 2 remove any amount from Line 1 column B, this column is for qualified disaster distributions for the disasters in Item C, if an amount is entered in this column it will expect a FEMA declaration number on Line C of Page 1.

Missing the Allocation stop month on Form 8962 Page 2 Line 30d.

Delete e-file. In the return form 8879 deleted EFIN. Run diagnostics. Close return. Open return. Re add EFIN in form 8879. Run diagnostics. Create Efile and transmit

Q: What is 706 Estate used for and when is it due?   A: The 706 is due 9 months after someone dies. If a person dies in February, the return is due in November. Most who are deceased are not required to file a Form 706 return. With a few exceptions, the only individuals who must file a 706 return are those who have died that leave a gross estate over $5,430,000.   Q: Which 706 states does SureFire support?   A: New York. Note: Applies to tax year 2013 and going forward.   Q: Additional states were supported in prior years, why are you only supporting New York now?   A: We made this business decision to allocate state development resources elsewhere based on usage by our customers.   Q: What if I need another state?   A: You can complete the federal portion in the SureFire software, then download the PDF forms from the state's website and fill those out manually.               Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Preguntas frecuentes de SureFire para declaraciones 706/709 (Patrimonio) SureFire

Form 8919 is incomplete. Go to 8919 SP and enter name and SSN.

If Form IL 1120 Pg 2 Part 3 Line 23 Box A contains an X then... Part 3 Line 23 Box B and Part 4 Line 24 through Line 34 must be zero or blank.

1. If the Sch C is from both states then, you will need to know the exact amount of income and each category of expense. 2. Add the MA Sch C to the return at the top of the page enter the copy number, info will flow from the Federal Sch C 3. You will need to override the MA Sch C and enter the exact amount income and each category of expense. 4. If you do not know the exact amount, use the NR apportionment worksheet on line 13 of the MA 1-NY/PY. 5. Note that in this case, you will need to override amount on 8a to enter the allocated amount. 6.Not sure if MA will accept via e-file, may have to paper file return.

To receive this credit, the taxpayer's income must be below the qualifying limit for the tax year, be between the ages of 25 and 65, have a valid Social Security Number (SSN), among other requirements described in IRS Publication 17.   If your client meets the requirements, make sure you have correctly entered his or her birth date, income, and SSN.     Note: Please verify the last changes rules at:https://www.irs.gov/newsroom/changes-to-the-earned-income-tax-credit-for-the-2022-filing-season             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Por qu SureFire no calcula el crdito por Ingreso del Trabajo EIC?

The state is requesting Sch OJC. Please add the Sch OJC, fill any required information and recreate E-file.

Go to Form NC 410 and select the check box that you are using the form for the extension, if you aren't filing an extension go to Form NC 400 Page 1 and select "This Income tax return"" for forms you are filing. "

If you can be claimed as a dependent by another taxpayer, your standard deduction for 2022 is limited to the greater of: (1) $1,150, or (2) your earned income plus $400 (but the total can't be more than the basic standard deduction for your filing status).   If taxpayer has an earned income that is the same or more than standard deduction the correct deduction would be as a single filing status non claimed by someone else standard deduction.

If you carried forward the return from the prior year the loss would be reported on Form 8582. Since you do not have a prior year return, you will need to enter manually, override may be required on most of the fields. Page 1 of 8582, line 2c enter the amount as a negative number. Page 2 of 8582, Part V: Activity name is 1065/1120S/1041 K1S - enter the amount in column C, you can use the 3rd line, Complete the 8582 AMT if the amount are required but not flow over, follow the same steps as noted above.

Open the return and remove the taxpayers name Save return and close it Open the return again Add the name back in Create the E-file as normal.

All investment is at risk. If all amounts are at risk in this business, check box 32a. If you answered Yes on line G, your loss will not be reduced by the at-risk rules or the passive activity loss rules. See Line 31, earlier, for how to report your loss. But if you answered No on line G, you may need to complete Form 8582 to figure your loss to enter on line 31. See the Instructions for Form 8582 for details. Some investment is not at risk. If some investment is not at risk, check box 32b; the at-risk rules apply to your loss. Be sure to attach Form 6198 to your return. If you answered "Yes"" on line G

Verify the amount entered on K-1 Input Box 14 Self-employment earnings (loss).

Is the Main Info Sheet completely filled out with the EIC box in the dependent information section marked with an X? Is the correct birth date entered for the child, and is the relationship a qualified relationship (see the 1040 instructions)? Read the questions at the top of the EIC worksheet. Check Questions 11-17. These questions calculate for you. The information on each question tells you if you can continue with the next question. If the taxpayer does not have qualifying children, make sure that you correctly entered the birth date on the Main Info Sheet and that the taxpayer is over age 25, but under age 65. Does the taxpayer, spouse and/or qualifying children have valid social security numbers? If any of them have an ITIN they do not qualify for EIC. Is the question at the top of the Schedule EIC Form marked If the taxpayer seems to qualify for EIC, but does not, check here for "No"". If this box is marked EIC will not calculate.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base

The workaround is to input at least $1 of income into the return and this will allow the e-file to be created.

This article addresses the following questions:   What is an EFIN and why do I need one? What is a PTIN and why do I need one? What is a Client ID Number and why do I need one? What is a Registration Code and why do I need one? How do I get a copy of the invoice for my SureFire software? How do I get training for my software purchase? How do I get support for SureFire? Where do I enter 1040 tax data in the return? How do I reset my password? When will the forms I need be released? When can I E-file for my state? How do I get information on Bank Product offerings?   Questions Answers 1.) What is an EFIN and why do I need one? - [Return to Top] Your Electronic Filing Identification Number (EFIN) is provided by IRS E-Services and is required to E-file tax returns. Once you have obtained your EFIN, you will need to upload it to the SureFire support site along with a copy of your IRS EFIN letter.   If you already have an EFIN, you will need to upload the EFIN letter youve received from the IRS. Instructions on how to upload the EFIN letter can be found here.   If you dont have an EFIN or the IRS EFIN letter, you will need to obtain one from the IRS. Instructions can be found by visiting the IRS e-Services page or by calling 866-255-0654.   2.) What is a PTIN and why do I need one?- [Return to Top] The Preparer Tax Identification Number (PTIN) is issued by the IRS and is required of all preparers. It is used to keep your preparer account information current and to receive communications from the IRS Return Preparer Office. A PTIN can be applied for and obtained by visiting the IRS PTIN page.   3.) What is a Client ID Number and why do I need one?- [Return to Top] Your Client ID is a number assigned to you by Wolters Kluwer. This Client ID will be used to register your software, gain access to certain sections of the Solution Center and allow you to dial into support. You should receive an email containing your Client ID shortly after purchasing your software.   4.) What is a Registration Code and why do I need one?- [Return to Top] Your Registration Code is issued by SureFire and is required to login to the SureFire support site, login to SureFire Web Version the first time, register your SureFire Install Version software and to reset your Admin password. Shortly after purchasing your SureFire software, you should receive your Registration Code in an email from us.   If you have previously logged into the SureFire support site as an Admin user and have created a password, you can find your Registration Code here.   If you have not received your Registration Code after having purchased SureFire, you will need to have your Client ID on hand and contact our support team at 866-641-9473. Once obtained, please be sure to keep both items in a safe place for future reference.   5.) How do I get a copy of the invoice for my SureFire software?- [Return to Top] To obtain a copy of your invoice, visit the SureFire Support Site. Under Account Services, select Billing Detail and enter a date range to search for your invoices during that time frame.   6.) How do I get training for my software purchase?- [Return to Top] To register for a SureFire training event, visit our Events page and sign up for one of our SureFire training sessions.   For information on how to get started with SureFire, visit the SureFire Getting Started page.   To access a library of informational training videos, visit our Education Library for SureFire Install Version here. SureFire Web Version users can visit the SureFire Web Version Education Library here.   We also have a Knowledge Base found here that you can use to find helpful articles on a variety of topics.   7.) How do I get support for SureFire?- [Return to Top] To get help with your new software, please visit the SureFire Support Site. On the SureFire Support Site, you will find the phone number and hours for support listed as well as a link to live chats. Live chats are also available in Spanish.   Other self-help links on this page include the SureFire Blog, Knowledge Library, Latest News and the Onboarding Libraries. Also, you can always access helpful information directly within the SureFire software under the Help menu which can also be accessed by pressing the F1 key.   If you are having issues navigating the SureFire Support Site, be sure to visit our Knowledge Base. From the SureFire Support Site, select the Knowledge Base link. The Knowledge Base offers many helpful articles such as how to navigate the support site, how to view and change billing methods, where to access COA requests and view invoices.   8.) Where do I enter 1040 tax data in the return?- [Return to Top] Each product comes with a helpful guide that can be found under Program Help. To access these guides, be sure to search for Guide to Entering 1040 Tax Data under the Help tab. This will tell you where to enter information and access various forms within SureFire.   9.) How do I reset my password?- [Return to Top] Only SureFire Install Version administrators can reset passwords. Under the File menu, select Reset Admin Password. You will need your Client ID, EFIN and Registration Code. Once this info is provided, the Admin user account password will be reset to blank. When you log back into SureFire, the system will then ask you to create a new password.   For all other SureFire Install Version users, you will need to contact your companys SureFire administrator to have them reset your password.   SureFire Web Version users can reset their password directly from the SureFire login page. On the login page, select Forgot username or password and follow the prompts to reset your password.   10.) When will the forms I need be released?- [Return to Top] To find out when forms will be released, visit the SureFire Support Site. Under Quick Links, select Forms Release Schedule and select the jurisdiction you need to view the form status.   11.) When can I E-file for my state?- [Return to Top] To find out when you can E-file in your state, visit the SureFire Support Site. Under Quick Links, select Module Delivery and E-file Dates. Enter your login credentials, select your jurisdiction and you will see the estimated and actual release dates as well as estimated and actual E-file release dates.   12.) How do I get information on Bank Product offerings?- [Return to Top] To learn more about our Bank Product partners and programs details, please be sure to visit our Settlement Solutions page for more information.

Individuals   A name control for an individual is generally the first four characters of the last name on the information return. For example: Ralph Teak- Dorothy Willow -Joe McCedar   The name control consists of four alpha and/or numeric characters. The hyphen (-) or a blank space are the only special characters allowed in the name control. These characters cannot be in the first position of the name control. The name control can have less, but no more than four characters. Blanks may be present only as the last three positions of the name control. If an individual has a hyphenated last name, the name control is the first four characters from the first of the two last names. Examples are Brandy Cedar-Hawthorn- Victoria Windsor-Maple. For joint returns, regardless of whether the payees use the same or different last names, the name control is the first four characters of the primary payee's last name. Examples are Joseph Ash Linda Birch- Edward Joan Maple   Reminder:If a payee's last name has been changed, for instance, due to marriage, please tell the payee to contact SSA. SSA will issue a new social security card reflecting the payee's new name and will automatically send IRS the new name. To change the name shown on a social security card, the payee should complete SSA Form SS-5, Application for a Social Security Number Card. Form SS-5 is available at www.socialsecurity.gov (or ssa.gov) or by calling SSA at 1-800-772-1213 (TTY 1 -800-325-0778) or by visiting a local SSA office.   Sole Proprietor A sole proprietor must always use his/her individual name as the legal name of the business for IRS purposes. For example, Mark Hemlock is a sole proprietor who owns a business called The Sunshine Caf. Because this is a sole proprietorship, the name control is the first four characters of the individual's last name - HEML. The name control consists of four alpha and/or numeric characters. The hyphen (-) or a blank space are the only special characters allowed in the name control. These characters cannot be in the first position of the name control. The name control can have less, but no more than four characters. Blanks may be present only as the last three positions of the name control. The name control for a sole proprietor's name is the first four significant characters of the last name. When the taxpayer has a true name and a trade name, the name control is the first four characters of the individual's last name. True Name: Arthur P. Aspen Trade Name: Sunshine Restaurant Name   Business Generally, the Name Control is derived from the first four characters of the corporation. The ampersand () and hyphen (-) are the only special characters allowed in the Name Control. The Name Control can have less, but no more than four characters. Blanks may be present only at the end of the Name Control. Note: Do not include ''dba'' as part of the Name Control. The initials stand for ''doing business as.   Business Name Control Valid Characters: Numeric (0- 9) Alpha (A-Z) Hyphen (-), Ampersand ()   Special Business Name Control Rule If an invalid character is used in the name line, drop the special character from the taxpayer's name. Example: Jon.com should be considered as Joncom so the Name Control should be Jonc.   Business Name Control - Examples   Name Control Underlined Name Control Rule Rule Sumac Field Plow Partnership 11th Street LLC P P Consulting Y-Z Drive LLP ZZZ Club John Hackberry LLP ELM OAK! Tree SUMA 11TH PPC Y-ZD ZZZC JOHN ELM OAKT Derive the name control from the first four significant characters of thepartnership name.   Blanks may be present only at the end of the name control. The Willow LLC The Hawthorn WILL THEH When determining a partnership's name control, include the word The when it is followed by only one word. John What Mary Who   Hawthorn, Willow Hackberry WHAT   HAWT Determine the name control from the first four letters of the first partners last name.   Michael Woods Joseph Light, Ptrs dba MJ Furniture MJF If the business or a trade nameis presentand it can be determined that the trade name is for a partnership, follow the Name Control procedures for partnerships. Derive the name control from the first four significant characters of the partnership name.   Blanks may be present only at the end of the name control. Estate and Trust Name Control - Examples Estate Organization Name Control (Underlined) Name Control Rule Frank Walnut, Estate, Allan Beech, Exec WALN The Name Control is the first four characters of the deceased individual's last name. Note: The decedent's name may be followed by or preceded by Estate on the name line. Jan Fir Trust FBO Patrick Redwood Chestnut Bank TTEE FIR If the organization name control contains the name of an individual and the words Trust and Fund are both present, use the first four characters of the trusts name or individuals last name. Jan R. Fir Childrens Trust FIRC JRF Childrens Trust JRFC ABCD Trust No. 001036 ABCD Donald C Beech Trust FBO Mary, Karen, Mike Beech BEEC Testamentary Trust U/W Margaret Balsam, Cynthia Fig BALS Note: Never include any part of the word trust in the Name Control Michael Teak Clifford Trust TEAK Cedar Corp Employee Benefit Trust CEDA When the organization name contains the name of a corporation and the words Trust and Fund are both present; apply the corporate name control rules below. Magnolia Association Charitable Lead Trust MAGN Maple-Birch Endowment Trust, John J. Willow Trustee MAPL When a corporation, association or endowment is part of the Trust name, use the first four characters of the name of the corporation, association, etc. Trust No. 0129C FBO Margaret Laurel 129 For numbered trusts, use the first four digits of the trust number, disregarding any leading zeros and trailing alphas. Trust No. 12100 FBO Margaret Laurel 1210 0020 GNMA Pool 20GN GNMA pool, use the first four digits of the pool number, but do not include any leading zeros or trailing alphas. If there are fewer than four numbers, use the letters GNMA to complete the Name Control.   Please see the following IRS instructions: How Your Name Control is Assigned. Correct Name Control for Corporate Returns. Correct Name Control for Partnership Return.     Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Instrucciones del IRS para el name control en SureFire

Switch to a Different Parent Form     To switch an Asset Worksheet to a different parent form, use the following steps:   In the tree, right-click the Asset Worksheet for which you want to change the parent form. Click Change Parent Form. SureFire changes the cursor allowing you to select a different parent form in the tree. Click Yes.   SureFire moves the Asset Worksheet to the new parent form.   When you perform this procedure for an Asset Worksheet, SureFire does not allow you to select a parent form to which depreciation does not apply. If you select a form that cannot be the parent form, SureFire displays a message         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cambiar a un formulario principal diferente en SureFire

This new Web section includes:   Questions and answers on exclusions, extensions, and other tax benefits available to members of the Armed Forces serving in a combat zone. Publication 3, Armed Forces' Tax Guide, which covers the special tax situations of active members of the U.S. Armed Forces. Several recent news releases and notices, including Tax Tip 2003-41, Reservists, New Enlistees May Get Deferral for Back Taxes; news release IR-2002-18, Tax Relief for Troops in Afghanistan Combat Zone; Notice 2002-17, Tax Relief for those Involved in Operation Enduring Freedom. A special e-mail address for members of the U.S. Armed Forces, their spouses, authorized agents or representatives, which can be used to notify the IRS about someone serving in a combat zone.  

Tax Tips for 706   Form 706 - Estate (and Generation-Skipping Transfer) Tax   Use Sure-Fire 2011 for persons who died after December 31, 2011 and before January 1, 2013. For any person that dies during the year of 2012, Sure-Fire 2011 should be used. The 706 package is normally released in September each year. This is when the IRS updates the forms. We have a special release for this package, after all of the laser forms are approved by the IRS.   Form 706 is due nine months after the date of death.   The IRS does not support e-filing for Form 706.   Form 706, Page 1 Fill out Form 706, page 1 for information about the decedent; as well as for the executor of the estate.   To add a state to the return, enter the state abbreviation under line 5, or press F3 to get the red out of the entry.   If a change of address is needed, you must complete Form 8822; which is located in the Miscellaneous package.   The total gross estate less the exclusion is calculated on line 1, which comes from Form 706, page 3, Part 5, line 12.   The total allowable deductions on line 2 is calculated from Form 706, page 3, line 22.   Form 706, Page 2 Part 3 Answer the questions regarding the executor.   If you answer "No" to question 1, the alternate valuation columns will calculate on other Schedules.   Part 4 Enter the representative, decedent, and surviving spouse information in this section.   Enter the beneficiaries' information on line 5. If there are more than thirteen beneficiaries, link from the "name of individual, trust, or estate receiving $5,000 or more" column to a statement.   Answer the questions at the top of the page.   Part 5 - Recapitulation Lines 1 through 9 are calculated from their corresponding Schedules to show the gross worth of the estate.   Lines 13 through 21 are calculated from Schedules to show the deductions to the taxable estate.   Line 12 and line 22 flow to Form 706, page 1.   Schedule A through Schedule I are used to show the value of the decedent's estate.   Enter deductions and credits on Schedule J through Schedule Q.   If, at any time you need more room to list items, link from the entries that read "Total from Continuation Schedules" to a Continuation Schedule. These Continuation Schedules will print with the return.   Form 4768 - Application for Extension of Time to File or Pay   Part I is calculated for you from Form 706, page 1.   Mark the applicable box in Part II to apply for an extension of time to file Form 706.   You are given an automatic six month extension.   Part IV is where you apply for an extension of time to pay the tax owed.  

Tax Tips for 706   Form 706 - Estate (and Generation-Skipping Transfer) Tax   Use SureFire 2019 for persons who died before January 1, 2019, and after December 31, 2018.For any person that dies during the year of 2020, SureFire 2019should be used.The 706 package is normally released in September each year. This is when the IRS updates the forms.We have a special release for this package after all of the laser forms are approved by the IRS.   Form 706 is due nine months after the date of death.   The IRS does not support e-filing for Form 706.   Form 706, Page 1   Fill out Form 706, page 1 for information about the decedent; as well as for the executor of the estate. To add a state to the return, enter the state abbreviation under line 5, or press F3 to get the red out of the entry. If a change of address is needed, you must complete Form 8822; which is located in the Miscellaneous package. The total gross estate less the exclusion is calculated on line 1, which comes from Form 706, page 3, Part 5, line 12. The total allowable deductions on line 2 are calculated from Form 706, page 3, line 22.   Form 706, Page 2 Part 3   Answer the questions regarding the executor. If you answer "No"" to question 1

To help you understand the differences between taxable and non-taxable income, the Internal Revenue Service offers these common examples of items not included as taxable income:   Adoption Expense Reimbursements for qualifying expenses Child support payments Gifts, bequests and inheritances Workers' compensation benefits Meals and Lodging for the convenience of your employer Compensatory Damages awarded for physical injury or physical sickness Welfare Benefits Cash Rebates from a dealer or manufacturer   Some income may be taxable under certain circumstances, but not taxable in others. Examples of items that may or may not be included in your taxable income are:   Life Insurance - If the taxpayer surrenders a life insurance policy for cash, the taxpayer must include in income any proceeds that are more than the cost of the life insurance policy. Life insurance proceeds, which were paid to the taxpayer because of the insured person's death, are not taxable unless the policy was turned over to the taxpayer for a price.   Scholarship or Fellowship Grant - If the taxpayer is a candidate for a degree, the taxpayer can exclude amounts received as a qualified scholarship or fellowship. Amounts used for room and board do not qualify. Non-Cash Income- Taxable income may be in a form other than cash. One example of this is bartering, which is an exchange of property or services. The fair market value of goods and services exchanged is fully taxable and must be included as income on Form 1040 of both parties.   All other items including income such as wages, salaries, tips, and unemployment compensation are fully taxable and must be included in the taxpayer's income unless it is specifically excluded by law. These examples are not all-inclusive. For more information, see Publication 525, Taxable and Nontaxable Income, which can be downloaded from www.irs.gov ; or requested by calling the IRS at 800-TAX-FORM (800-829-3676).  

This can occur when your client is using the regular tax tables and has a tax rate less than 25%. For these taxpayers, the Capital Gains Tax is 0%, according to IRS Publication 17: http://www.irs.gov/publications/p17/ch16.html#en_US_publink1000172517

This can occur when your client is using the regular tax tables and has a tax rate less than 25%.   For these taxpayers, the Capital Gains Tax is 0%, according to IRS Publication 17: http://www.irs.gov/publications/p17/ch16.html#en_US_publink1000172517               Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Los impuestos no son calculados en una declaracin de impuestos 1040 Individual con Schedule D en SureFire

This can occur when the Federal return contains Form 8888, which allows multiple bank deposits for a single refund. When that form is present in a return, the state refund cannot be designated "same as Federal". The bank account RTN and account numbers need to be reentered on the state Form 8453. Note: If Form 8888 is included in a return, Sure-Fire will not allow a bank product to be indicated on the Main Information Sheet.  

It may have been returned because of an incorrect or incomplete address, so the taxpayer should be sure to verify the correct address when contacting the employer. The taxpayer should then allow the employer a reasonable amount of time to re-mail or issue Form W-2.   If the W-2 is still not received by February 15th, the taxpayer can contact the IRS for assistance. The toll-free number is (800) 829-1040. When the taxpayer calls, he or she should have the following information with them: The employer's name and complete address, Employer Identification Number (if known) and telephone number. Taxpayer's name, address, Social Security Number, and telephone number. An estimate of the wages you earned, the Federal income tax withheld, and the dates you began and ended employment.   If the taxpayer misplaced the W-2, the employer should be contacted to replace the lost form with a reissued W-2. The employer is allowed to charge a fee for replacing a lost W-2.   If the taxpayer is unable to receive a W-2 by the tax filing deadline, you may use Form 4852. Using this form will delay any refund due because the IRS may verify any information submitted with this form. Follow all instructions on this form. Form 4852 should only be used as a last resort.     Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:El contribuyente no ha recibido su forma W-2

If you are preparing a tax return for a US citizen living in a foreign country but with US income, the address should be entered entirely on the Foreign Address line of the Main Info Form.

This form is used only when the taxpayer does not qualify to use the E-Z (TX 05-169) form, according to page 11 of the TX 05-158A instructions. TX form 05-169 is used for any entity that has annualized total revenue of $10 million or less. In SureFire, the appropriate form is selected based on the data entered in the return.               Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Formulario de Texas 05-158A

Workaround: On page 2 of the 4562, looks like they can override and enter S/L-S/L and it will pass validation.

Go the federal Sch E, in the line 1 property entries, add the required property type in the "type"" column for the necessary property or remove the form from the return. "

Go to Form 1065, page 3, section for Designation of Partnership Representative - In the field for ID Number of PR - enter the SSN for the representative (format as SSN xxx-xx-xxxx)

Workaround:On the MS 108 page 2, the last line of Section B is not flowing an EIN. Override and enter the EIN to clear the error

Form 8396 line line 2   Our Research Team states that the Form 8396 instructions state for Line 2 to enter the certificate credit rate shown on your mortgage credit certificate. Unfortunately, the program does not know what is on the taxpayers certificate. We noticed that you MANUALLY entered _____% on Line 2. That is dollars not percent (%) which is not correct and should actually be between 10-50%, Please correct the ____% you entered on that line.

Go to Form 8867, remove the extra spaces in between the verbiage entered below line 5. Also remove punctuation. The verbiage must also be entered in all capital letters.

This has been corrected via a 1040 module update. Make sure you are on the latest version of the 1040 module, if not then update.

On the W2 box 14 it has to be entered like NJSUI NJSDI and NJFLI then secondly If any single employer withholds more than the maximum for either UI/WF/SWF, disability insurance, and/or family leave insurance contributions, you are to enter only the maximum on the claim form. Any amounts over the maximum were incorrectly withheld and must be refunded by that particular employer. Refunds of over withholdings of contributions by an individual employer are the responsibility of that employer and are not subject to be claimed as a credit on your Gross Income Tax Return.

No the BOI filing is not in the tax software. We do offer information, webinar's and resources to help please see Wolters Kluwer Beneficial Ownership Reporting Requirement. Additional information can be found at the BOI FAQ's and the FenCen BOI landing page.

The program is not enabled accommodate the MFS filer for NJ Non-resident only. You will need to override all applicable fields.

Enter the name of the Business Representative on page 2 of the state form.

On the ID 41S EF They need to change the number of W-2's claimed to 0, and they also need to enter the Signing officer SSN on the 1120S EF.

This is a bank requirement, all bank forms, consent and TILA's must be printed prior to creating the efile.

On GA 500 Pg 4 line 23, check the box.

Go 1040 Wkt 6, and enter the NOL used for 2019 in the column labeled NOL used for this year.

There are instances where the sale from the Form 8949 is reported on the 1120 Sch D, the amount from the 1120 Sch D flows to 990T Page 1, Line 4a For additional Reference: https://www.irs.gov/pub/irs-pdf/i990t.pdf   Note: Instructions may vary by fiscal year.

On the ACH debit payment date, change the date to 07/15/2020

There was an additional dependent statement on the return. The dependents that are entered on the Main Info sheet should also flow over to the additional dependent statement, but they were removed. Remove the additional dependent statement, then add it again so the first four dependents will flow over to it, then enter the remaining three dependent.

Please advise Taxpayer to contact the company that issued the source document, so they can correct and reissue.

Verify that thesum of the capital gains and qualified dividends do not exceed the taxable income. If the taxable income is below the threshold of $37,650 for the single status, the taxable income wil be taxed at 0%. Therefore, Form 1040X, line 6 - Taxcalculates as zero.  

To calculate the taxable amount on Line 18 of Form 8606 do the following: Go to the Form 1099R. Select both check boxes on Line 5 in the Exclusion Worksheet section.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:La cantidad sujeta a impuestos en lnea 18 de la forma 8606, pgina 2 no es calculada en una declaracin de impuestos 1040 en SureFire

To get the taxable amount in Form 1040, Line 43, to flow to Sch. D, Wkt. 1, Line 1, do the following: Go the Main Info form. Select the 1040 check box.  

Review form 8582, page 2, worksheet 6. You will see that the total loss from the K-1 will not be allowed this year. Passive Losses can only be deducted from Passive Income. So if there is no other passive income to offset the loss then it will be carried forward to the next tax year. Go the form 1040 Wkt 3 and enter the carry forward amount in the section with the heading 'Carryovers from 2016 to 2017', line 2. Next year got 1040, line 21 for Other income, link to 1040 Wkt 7 and enter the carry over amount (if not carried forward automatically and if allowed)

This error can occur when the Texas return is incomplete. Review the Texas return for "red" fields indicating an issue. These fields will have a corresponding critical note describing the issue that will begin with "If highlighted..." as described in the error.

When you complete all entries on the Trial Balance, Sure-Fire carries these amounts to the appropriate line in the tax return for you. If you are importing General Ledger data, that data flows to the Trial Balance, then to appropriate entries throughout the tax return. The Trial Balance worksheet is printed on two pages. You can link (press F9) on the RENTAL INCOME Gross Income entry field to open Form 8825. Gross rent and expenses are carried to the Trial Balance entries, and net income is carried to Form 1065, page 3, line 2. Link to Sch F: You can link (F9) to open Schedule F, the Farm Income and Expenses worksheet, from the Trial Balance Worksheet, make your entries there, and Sure-Fire carries the Gross Income and Total Deductions amounts back to the entries on the Trial Balance worksheet. Net income is also carried to Form 1065, page 1, line 5. CAUTION If you open the Trial Balance Worksheet but make no entries, when you return to Form 1065, all the entries that would have been calculated from the Trial Balance Worksheet will be changed to calculated (yellow) entries. To change the entries back to green (non-calculated), delete the Trial Balance Worksheet, and then close and reopen the tax return. Also, if you make some entries directly on Form 1065, and then open the Trial Balance Worksheet when you reopen Form 1065, your manual entries will be red, like entries that have been marked as Estimated. When there is manually entered data in an entry and Trial Balance data transfers to the same entry, Sure-Fire does two things:   Sure-Fire allows the manually entered data to override the Trial Balance data. The entry is automatically marked as Overridden. Sure-Fire also flags the entry as "estimated." The Estimated status alerts you that there is a problem with the entry, and it will prevent the form from being checked off as Complete.     The entry will appear Estimated (red background). Press SHIFT+F3 to "un-estimate" the entry. Then press SHIFT+F8 to allow the Trial Balance data to be transferred in. The entry should then look like a normal calculated entry (yellow text). The manually entered data will be lost. We recommend that you complete the Trial Balance Worksheet before making income or deduction entries on Form 1065.

When you complete all entries on the Trial Balance, SureFire carries these amounts to the appropriate line in the tax return for you. If you are importing General Ledger data, that data flows to the Trial Balance, then to appropriate entries throughout the tax return.   The Trial Balance worksheet is printed on two pages.   You can link (press F9) on the RENTAL INCOME Gross Income entry field to open Form 8825. Gross rent and expenses are carried to the Trial Balance entries, and net income is carried to Form 1065, page 3, line 2.   Link to Sch F: You can link (F9) to open Schedule F, the Farm Income and Expenses worksheet, from the Trial Balance Worksheet, make your entries there, and SureFire carries the Gross Income and Total Deductions amounts back to the entries on the Trial Balance worksheet. Net income is also carried toForm 1065, page 1, line 5.   CAUTION   If you open the Trial Balance Worksheet but make no entries, when you return to Form 1065, all the entries that would have been calculated from the Trial Balance Worksheet will be changed to calculated (yellow) entries. To change the entries back to green (non-calculated), delete the Trial Balance Worksheet, and then close and reopen the tax return.   Also, if you make some entries directly on Form 1065, and then open the Trial Balance Worksheet, when you reopen Form 1065, your manual entries will be red, like entries that have been marked as Estimated.   When there is manually entered data in an entry and Trial Balance data transfers to the same entry, SureFire does two things:   SureFire allows the manually entered data to override the Trial Balance data. The entry is automatically marked as Overridden. SureFire also flags the entry as "estimated."" The Estimated status alerts you that there is a problem with the entry

TX extension is enabled for e-filing. Please make sure you have the latest program update 37.02 and TX Business Module version 3.0 installed. Go to the Help menu View Authorization Select the Business tab TX Version 1 should display for all form types.

No Individual State Tax

TX will need to be removed from the State Information section of the Main Info sheet.

SureFire don't have the FL 1120S module at all, customer will need to get the form from the state website if he needs it.

Login as Admin, go to communication and select Get Partner Verification Data

Review the state errors, correct them or remove the check mark that says you need to electronically file the state return.

Unchecked to use Form 7004

Please make sure to check the 'Check here if using this form' box on top of Form NC 410.

Go to NY CT 3 pg 1 and make sure the box is checked YES for the question:do you want to electronically file this return?         Additional Information:  

Per the diagnostics, the return is not eligible for electronic filing. The OH Refundable Credits Worksheet must be paper filedvia U.S. mail to Ohio.  

According to IRS instructions:   File this form at the applicable Internal Revenue Service Center where the corporation filed its original return.

We do not support e-filing TN form FAE-170 with a Partnership return. However, we do support the e-filing of this form with Form 1120C or 1120S returns.

IRS discontinued the following forms for 2019 tax year https://www.irs.gov/forms-pubs/about-schedule-c-ez-form-1040 For tax year 2019 and later, you will no longer use Schedule X-EZ, but instead use the Schedule C.

IRS is no longer accepting paper filed 990-T returns and SureFire does not support e-filing for Form 990-T. SureFire support for Form 990-T will be discontinued for tax year 2021. Forms 990, 990-EZ, and 990-PF can be filed electronically.

Mail Form 3911 to the Internal Revenue Service center where you would normally file a paper tax return. Note: The IRS is reducing the number of service centers over the next few years. Please refer to the Where Do you File? section of the 1040 instructions for the correct address.

Schedule F (706) prints with a return only when both the line 6 and line 8b checkboxes are marked Yes on page 2, Part 4 of Form 706.   If a Form 706 return does not meet these requirements, you can still print it by completing Schedule F (706) as needed, and then right-clicking the form and selecting Print This Form.   If you have opted to use Classic Print, you can also manually increase the number of copies to print to 1 for this form.

The Form KY 725 LLET that displays in the SureFire forms list is no longer active. Beginning with tax year 2017, the information on the Form KY 725 LLET schedulewas moved to Form KY 725, Pg. 4.It is no longer a standalone form.  

In the exempt organization return, go to the Main Information sheet.   In the Type of Exempt Organization section in the middle of the page, select the appropriate type of organization and SureFire will load the correct return.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:No se puede seleccionar el formulario 990-Exentocorrecto en SureFire

Go to 1120S pag 1 and answer the question What form(s) are you e-filing using Pins? - The Income Tax Return Box and then open form 7004 and take off the check mark to inactive it.

Note: If you do need to file the change of address form, Form 8822 is found in the Miscellaneous package in Sure-Fire because it can be used for multiple packages.You must indicate this form as either Business or Individual. If you select the Individual check box, you must enter either T for taxpayer, S for spouse or J for a joint return. Information will carry over from the Main Information Sheet.This form may be used to change both home and business addresses. It must NOT be attached to the client's return. The appropriate check boxes in Parts I and II should be selected.Mail this form to the appropriate IRS center, per the IRS instructions. Press SHIFT+F1 for IRS instructions.

Per 8822 IRS form instructions   You can use Form 8822 to notify the Internal Revenue Service if you changed your home mailing address. If this change also affects the mailing address for your children who filed income tax returns, complete and file a separate Form 8822 for each child. If you are a representative signing for the taxpayer, attach to Form 8822 a copy of your power of attorney. Generally, it takes 4 to 6 weeks to process a change of address.   Changing both home and business addresses? Use Form 8822-B to change your business address.   Where To File   If you checked the box on line 2, send Form 8822 to: Department of the Treasury Internal Revenue Service Center Cincinnati, OH 45999-0023 If you did not check the box on line 2, send Form 8822 to the address show here that applies to you: IF your old home mailing address was in... THEN use this address... Alabama, Connecticut, Delaware, District of Columbia, Georgia, Kentucky, Maine, Maryland, Massachusetts, Missouri, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Tennessee, Vermont, Virginia, West Virginia Department of the Treasury Internal Revenue Service Kansas City, MO 64999-0023 Florida, Louisiana, Mississippi, Texas Department of the Treasury Internal Revenue Service Austin, TX 73301-0023 Alaska, Arizona, Arkansas, California, Colorado, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Montana, Nebraska, Nevada, New Mexico, North Dakota, Ohio, Oklahoma, Oregon, South Dakota, Utah, Washington, Wisconsin, Wyoming Department of the Treasury Internal Revenue Service Fresno, CA 93888-0023 A foreign country, American Samoa, or Puerto Rico (or are excluding income under Internal Revenue Code section 933), or use an APO or FPO address, or file Form 2555, 2555-EZ, or 4563, or are a dual-status alien or non bona fide resident of Guam or the Virgin Islands. Department of the Treasury Internal Revenue Service Austin, TX 73301-0023 Guam: bona fide residents Department of Revenue and Taxation Government of Guam P.O. Box 23607 GMF, GU 96921 Virgin Islands: bona fide residents   V.I. Bureau of Internal Revenue 6115 Estate Smith Bay, Suite 225 St. Thomas, VI 00802                 Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Uso del Formulario 8822