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April 9, 2021

Database report for returns with excess PTC

  • April 9, 2021
  • 0 replies
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I am trying to produce a report for returns already filed in which the premium tax credit was repaid on line 17 of the 1040.  I would like to notify my clients that the IRS will be adjusting the returns automatically and to expect a refund.  I do not see an option in the database report section that identifies Schedule 2, Part 1-line2 for the excess advance PTC.  I only see an option for the AMT line item of part 1, schedule 2.

Is this an update that can be made to the database reports? Or maybe I am missing something that would allow me to gather the information.

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