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TAXOH
Level 10
December 7, 2019
Solved

I think there is an 8867 issue when head of household only.

  • December 7, 2019
  • 12 replies
  • 44 views
I did a return this morning for a divorced mother that has a son that lives with her but it is her exes year to claim him.   The 8867 was not listed as a form in use.  When I ran the final review, it showed up as a diagnostic but not a critical error that would prevent you from efiling.  I had to manually pull up the 8867 and fill out for head of household due diligence.
This topic has been closed for replies.
Best answer by bob11_2
We are getting this reported to development.  Thank you for bringing it to our attention.

12 replies

Ernie
Level 7
December 7, 2019
@Ashley at Intuit (aka Henry Jr) @Matt105 could you review this and get a request in?
AshleyatIntuit
Level 9
December 7, 2019
Saw this on the FB page, hadn't had a chance to review yet, let me see what i can find out
TAXOH
TAXOHAuthor
Level 10
December 7, 2019
Thanks Ashley
Just-Lisa-Now-
Intuit Community Champion
December 7, 2019
Funny, since I just saw the yellow banner alert pop up about the updates to the 8867 when I opened the program.

https://accountants-community.intuit.com/articles/1670953-form-8867-preparer-s-due-diligence-checklist-changed-for-tax-year-2017
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
TAXOH
TAXOHAuthor
Level 10
December 7, 2019
When I updated this morning and there weren't any for the 1040.
Just-Lisa-Now-
Intuit Community Champion
December 7, 2019
It whisks away the update window down to the task bar, I hate having to chase it down and open it up again...I like to watch whats updating too!
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
TAXOH
TAXOHAuthor
Level 10
December 7, 2019
I could see mine and it only updated 1065 this morning when I did it.
Level 4
December 7, 2019
If they don't get any credits are you even suppose to fill out the 8867 for them.  I saw this problem a last week but assume the program didn't bring it up because she didn't get any credits.
Just-Lisa-Now-
Intuit Community Champion
December 7, 2019
Head of Household requires the 8867 to be filled out as well, it should flag as a required form when the client is filing HOH.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
TAXOH
TAXOHAuthor
Level 10
December 7, 2019
Thanks Matt