Thank you for the response. Since the majority of my C.A.R.E.S. act clientele have already seen me for an appt. and I have entered the majority of the return information, I made a list of those that needed "revisiting" to complete the 8915-F. Success for me is seeing the auto-fill and tweaking the numbers and entering the disaster name and dates, thereby being able to close with finality and move forward. Since I chose to carryforward an amount equal to satisfy the burden for the second and hopefully the final year of this catastrophe (FEW, if any; really needed to access these 401-K funds, {Even with COVID-19, Layoffs, and other issues like shorter hours and income}; they just wanted to either get out of debt, or buy a new vehicle or stash the money for whatever! or because of their co-workers, friends, etc. did, and why shouldn't I? it's my MONEY and I WANT IT NOW), therefore I chose to carryover from year to year and "short" the refund for 2020 in order not to have to explain WHY????? Do I owe this year?? What happened???? "I had the tax taken out of that last year" and on and on......... Better to plan for the future because otherwise you are the messenger who gets the bullet! I just need INTUIT to have a method whereby they can import this second year into the final year and not have us professionals struggle to make sense of their madness. As for me, I'm getting too long in the tooth at 67 to have to stress with all this malfunction. I've lived through 44 years of tax practice, and did it by hand, with paper forms, pubs, pencil, pen, adding machine (old skool,) then a calculator, a SAVIN thermopaper copy machine with the slick finish roll paper, hell, even CARBON paper to make a copy at times, and all the changes, the postcard sized 1968 1040A, the 1040, 1040A (short and long), and 1040EZ, I've read more dang tax code than I care to remember, Publication X, and the list goes on. Pecking a keyboard is far easier, with a math-engine and calculations complete, even if this "box" has dumbed me down some. I inherited my Dad's practice and clients and I'm proud to be second-generation and had the opportunity to serve and support. Still, this year INTUIT let us all down, and I hope they are planning for success instead of continued failure in the future. As I said, time will tell. So, looking forward to April 19, the extensions are few, and I can prepare for the future of whatever may be next in the laundry list of "changes". I'm sure all of us will welcome the end of E.I.P. 1,2,3; Advance Child Tax Credit, the CARES act, and get back to "new normallacy". Till then, "Scouts Out". Hooah!
