TAXOH
Level 11
12-06-2019
09:06 PM
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I did a return this morning for a divorced mother that has a son that lives with her but it is her exes year to claim him. The 8867 was not listed as a form in use. When I ran the final review, it showed up as a diagnostic but not a critical error that would prevent you from efiling. I had to manually pull up the 8867 and fill out for head of household due diligence.
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Ernie
Level 9
12-06-2019
09:06 PM
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@Ashley at Intuit (aka Henry Jr) @Matt105 could you review this and get a request in?
Employee
12-06-2019
09:06 PM
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Saw this on the FB page, hadn't had a chance to review yet, let me see what i can find out
TAXOH
Level 11
12-06-2019
09:06 PM
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Thanks Ashley
Level 15
12-06-2019
09:06 PM
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Funny, since I just saw the yellow banner alert pop up about the updates to the 8867 when I opened the program.
https://accountants-community.intuit.com/articles/1670953-form-8867-preparer-s-due-diligence-checkli...
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
https://accountants-community.intuit.com/articles/1670953-form-8867-preparer-s-due-diligence-checkli...
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
TAXOH
Level 11
12-06-2019
09:06 PM
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When I updated this morning and there weren't any for the 1040.
Level 15
12-06-2019
09:06 PM
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It whisks away the update window down to the task bar, I hate having to chase it down and open it up again...I like to watch whats updating too!
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
TAXOH
Level 11
12-06-2019
09:06 PM
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I could see mine and it only updated 1065 this morning when I did it.
WTSAbe
Level 3
12-06-2019
09:06 PM
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If they don't get any credits are you even suppose to fill out the 8867 for them. I saw this problem a last week but assume the program didn't bring it up because she didn't get any credits.
Level 15
12-06-2019
09:06 PM
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Head of Household requires the 8867 to be filled out as well, it should flag as a required form when the client is filing HOH.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
TAXOH
Level 11
12-06-2019
09:06 PM
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Thanks Matt
TAXOH
Level 11
12-06-2019
09:06 PM
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Thanks Matt
Matt105
Level 4
12-06-2019
09:06 PM
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We are getting this reported to development. Thank you for bringing it to our attention.