Ability to include any form in PDF

[puravidapto]

Specifically, I wanted to include form 8962 (Premium Tax Credit) in the PDF. This will answer the concern whether the preparer has considered the 1095-A or it has no effect. It is the same reason that we wanted to include Sch. A even when it is not used.

Currently we use a check box on the input field to force inclusion. I propose adding the box for form 8962. The other alternative is to select forms when printing, similar as in the preview where we can select forms under "ALL forms". The latter is more generic. 

[Anonymous]

Thanks for the idea. We are changing the status to "Open for voting" since it is no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

[lynnminnick-havr]

Not sure i understand why we can't efile with 8962 form that has a nol on line 2a? Could the program  be allowed to do that? I am sure there is a good reason, but as I read instructions zero instead of NOL might work. It was suggested I just efile it and see what happens, except this i my best client and would not want a IRS kick back. I did contact the IRS and she walked me through HOUSEHOLD INCOME BELOW 100% OF THE FEDERAL POVERTY LINE (on line 5). and bullet points to allow, It did not appear to be an IRS issue but Pro Connect.

Lynn