Form 8915E not transfer from 2020 to 2021 proseries software.

Forum|Forum|4 years ago
January 26, 2022
11 replies
20 views

Client chose 8915E last year to spread the taxable amount over 3 years. When I transferred the client's file into 2021 software, this form was not included in the transfer. When will this form be available?

ProSeries Professional

This topic has been closed for replies.

rbynaker

Level 13

We've been told that the new and improved (4 page) Form 8915-F will be ready some time around St. Patrick's Day.

The first hurdle is that the IRS has to finalize it and release the form which is currently still in draft form. Then the programming on the IRS side needs to be updated to match the approved form. Then Intuit needs to program their softwares to match the updated IRS schema. Then there's an approval process between Intuit and the IRS. Then we can start submitting returns that include this form.

Rick

L

lammungAuthor

Level 3

Thank you rbynaker

O

Olympus Tax

Level 4

The solution is completely unacceptable. how many forms do we currently have in the software that are not final.?? many!! Realizing that we can't file a return until the final form is ready from the taxing authority again has no bearing on the fact that the software should include a draft form with the carry over information.

qbteachmt

Level 15

You can watch for Intuit release dates, here:

https://proconnect.intuit.com/proseries/forms-finder/

IRS release here:

https://apps.irs.gov/app/picklist/list/formsPublications.html;jsessionid=tL9w2VoF9Yc7v2KitAlmfsuN.21?value=8915-F&criteria=formNumber&submitSearch=Find

Don't yell at us; we're volunteers

O

Olympus Tax

Level 4

The release date of the new and improved Form 8915-F for 2021 from the IRS has no bearing on why ProSeries is not transferring in the data from last years Form 8915-E. Intuit ProSeries should at the very least transfer in last years data. When will this happen should be the question.

L

lammungAuthor

Level 3

I agreed. Form should have been included in the transfer.

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