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Form 8960 rejection

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Form 8960 does not show any errors but the return got rejected due to an issue with the 8960. Anyone else seeing this?

ProSeries Professional

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Answer

Users experiencing reject errors F8960-019-04 and F8960-003 can begin to e-file.
The IRS business rules have been modified to reflect the updates to the Instructions for Form 8960 (Tax Year 2022) and in-product diagnostics have been removed.

Thanks for your patience, happy filing!

J

jamessite

Level 4

Yes, I am also. In my case, my client's Schedule C income is flowing over to Form 8960. It is a plus and minus on Lines 4a and 4b. Since it is listed on Line 4a as rental income, it is not appearing on Schedule 1 as rental income and therefore causes the efile rejection. I did some testing in the 2021 program and put $300000 on a Schedule C and it did NOT flow to 8960. My clients had $300000 of Schedule C NET income in 2022 and it DID flow to 8960. I will try to call Proseries tomorrow and talk about the problem.

Jim-from-Ohio

Author

Intuit Community Champion

I sent a sanitized file and the error message to my intuit contact and got a reply back that Intuit is now aware of the problem and will be fixed with an update on February 5.

J

jamessite

Level 4

I also spent about 2 1/2 hours on the telephone doing overwrites and other variations. When my contact was able to get an Advanced Tech, they asked for the ID number of my client's rejection. About 5 minutes later I was told, Oh Proseries is aware of that problem and working on it. I really did not have to spend 2 1/2 hours on the phone had they asked about the efile rejection ID number. I hope your projected date of February 5 is at least close.

B

Barbara Braley

Level 2

I had the same issue on January 31st. Return rejected twice even after calling Support. IRS says no resoluton is foreseen at this time. We need this resolved by ProSeries.

A

Anonymous

This rejection is looking to be resolved mid-February.
Thanks for your patience and for sharing this.

B

Barbara Braley

Level 2

Thank you for the update. Client is waiting to e-file return does not want to mail.

C

Carol65

Level 3

We are having the same issue. Client wants to e-file and is very frustrated.

B

B_Huff

Level 3

I have had the same problem.

B

BCSteel

Level 3

I got the same rejection this morning.

G

GeorgeSpooner

Level 3

Is the 8960 Rejection issued fixed? I have 20 returns with the same problem.

B

Bobo

Level 2

8960 list the Schedule C income which is an error according to the IRS. Please fix this. Thanks, Dale from Atlanta

S

smetzel

Level 2

Following thread as we are having the same issue... Intuit, please address.

I

imcpa

Level 3

Following this also. Having the same problem with Sch C income flowing to Form 8960

abctax55

Level 15

Despite the "solve" given to Gabi - it appears this is still an issue. Someone posted in one of the other threads on this situation that "the instructions have changed for 2022" and this is the way it should be reported.

I'm not sure if the reject issue is an IRS snafu, or an Intuit presentation snafu.

I'm guessing, based the the reject shown by the OP, that when all there is on 4a & 4b on the F 8960 (thus showing 'null'), that the IRS doesn't like that.

Gonna' be fun finding out and waiting to get a 'fix'.

HumanKind... Be Both

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