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Budmeister
Level 3
April 22, 2021
Question

how not to send PTC form 8962 when efiling

  • April 22, 2021
  • 4 replies
  • 29 views

how do you not include form 8962 when efiling? It is a part of the clients return in their file.

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4 replies

IRonMaN
IRonMaN
Level 15
April 22, 2021

The software will leave it off the file being transmitted.

Slava Ukraini!
    BudmeisterAuthor
    Level 3
    April 22, 2021

    Thanks-  just wanted re-assurance

      Just-Lisa-Now-
      Just-Lisa-Now-Intuit Community Champion
      Intuit Community Champion
      April 22, 2021

      It appears in the list of Forms in use on the left side of the screen?   It only shows on mine that have Net Credits, not a payback.

      ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
        BudmeisterAuthor
        Level 3
        April 22, 2021

        In clients file, The form does not appear in "forms in use"  but it does in the return itself.

        I did follow the instructions on the Intuit update on APTC suspension, but it did say not to send form 8962.

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