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Level 7
January 14, 2022
Solved

Form 8915F

  • January 14, 2022
  • 92 replies
  • 208 views

Here we go again. I can get the information on the tax return without using 8915F but is this permitted?

 

This topic has been closed for replies.
Best answer by ljr

Patience - and the irs hasn't even opened for tax season yet. Keep checking the form release dates - I would not send a return without the form - just tell your client you will notify them when the IRS finalizes the form and it is available for filing. Why is anyone in that much of a hurry to file that return? I think you will have more problems down the road with the client and the IRS if you send without the form.

92 replies

dkh
Level 15
January 14, 2022

Isn't that taking a chance IRS will delay processing the return because the proper forms were not used.  Can't efile until January 24th anyhow  - maybe 8915F will be ready by then.

Just-Lisa-Now-
Intuit Community Champion
January 14, 2022
Still in draft at IRS, no way we'll have it by opening day.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
qbteachmt
Level 15
January 14, 2022

"Still in draft at IRS, no way we'll have it by opening day."

I'm thinking to make this a Reply Macro...

Don't yell at us; we're volunteers
qbteachmt
Level 15
January 14, 2022

"Here we go again"

Yep; this is the Fifth time you started a topic on this form. It sure would help the peers that volunteer to answer, and the other users that might have the same issue, if you kept it to One Topic and we could follow the development and the IRS release of the form, which will percolate down to Intuit updates.

It doesn't make sense to follow one issue across multiple topics when they are your questions, the same as the last time you asked about this form, which was Jan 12, and Jan 11 and... and the speculation is that the form might be ready mid-March, and you were party to those answers, too.

I am sure everyone joins in the frustration. No need to keep harping on the same issue as new topics.

Don't yell at us; we're volunteers
rcooley25Author
Level 7
January 14, 2022

That is too dam bad.

Level 5
January 18, 2022

Form 8915F is needed for any 3 year spread from last years 2020 return  Its also needed if a taxpayer has made any paybacks vs what was taken last year.  

ProSeries needs to get this form into its system ASAP even if its in a draft form,  Their communication on these type issues is not good.  I do not even see a listing for form 8915F.  Hopefully someone from ProSeries can respond to this.  I have called support and even though you get nice people they cant even answer this.  There seems to be a disconnect between technical support and the programmers or the people who set the dates from the releasing of some of these forms.  

ljr
ljrAnswer
Level 9
January 18, 2022

Patience - and the irs hasn't even opened for tax season yet. Keep checking the form release dates - I would not send a return without the form - just tell your client you will notify them when the IRS finalizes the form and it is available for filing. Why is anyone in that much of a hurry to file that return? I think you will have more problems down the road with the client and the IRS if you send without the form.

Level 5
January 18, 2022

Patience is applicable when you know what a program is doing.  If you have read my posts you realize that my biggest critique with ProSeries is with their communication on issues such as these.  If they simply said we are aware of form 8915F and it will be in the program...... that would suffice. It is not even mentioned. 

Also:  Fully aware of when the IRS opens.  There are certain returns I start early due to circumstances that are appropriate to my practice and specific clients.  Maybe not yours.  So, the question arises that am I able to proform/transfer these returns that NEED the 8915F or not since if I start them and then have to re proform/transfer them the work will be needlessly duplicated. 

Level 5
January 18, 2022

Per the IRS at a  forum this year:  YOU NEED THE FORM TO AVOID POSSIBLE PROCESSING DELAYS.  Intuit can't finalize the form before the IRS does.  

rcooley25Author
Level 7
January 18, 2022

I understand why the final form is not in the system. But the rough draft shoul be. Other software have the rough draft in them why not pro series?

IRonMaN
Level 15
January 18, 2022

Because Intuit tends to have a higher number of dumber customers who will try filing returns with non finalized forms?

Slava Ukraini!
January 24, 2022

Howdy! I haven't heard too much about the new form 8915-F but I'll do some research and report back to this thread. 

rcooley25Author
Level 7
January 24, 2022

Eager awaiting to hear from you. I have a lot of clients who need this form.

Level 5
January 24, 2022

Same here.  And if you notice all the prior 8915 forms are at least in the software. Hoping this happens with this form even if we cannot file it till a later date