Please Add Form 8864 Biodiesel and Renewable Diesel Fuels Credit

[The_AntiTax_Man]

Please Add Form 8864 Biodiesel and Renewable Diesel Fuels Credit

Here is the efile Error Message generated in ProSeries:

Your client's federal return is not eligible for electronic filing due to the following reason:  You have an amount on Form 3800, Part III, Line 1l from Form 8864.  ProSeries does not support this information to filed electronically.  

[The_AntiTax_Man]

@Anonymous  What have you learned regarding this topic?

[Anonymous]

Hi @The_AntiTax_Man This is what I learned-- 
This form is not on the roadmap to be supported for ProSeries TY22. Form 8864, although not currently supported, is a form the team is scheduled to review. I've let the team know the interest and included this thread. 

[The_AntiTax_Man]

@Anonymous   Is it possible to efile these returns with a pdf Form 8864 attached to the efile?

[The_AntiTax_Man]

@IntuitGabiU   Is it possible to efile these returns with a pdf Form 8864 attached to the efile?

[Anonymous]

@The_AntiTax_Man Attach a PDF and e-file at your own discretion. We found that Form 8864 is not listed on the IRS page TY22 Recommended Names and Descriptions of PDF Files Defined in MeF Publications, Web Pages and Busi.... 

[The_AntiTax_Man]

@Anonymous  I have done additional research on e-filing Form 8864.  Please select Form 8453 in the  ProSeries 2022 software list of forms.  You will see on the bottom half of Form 8453 there are eleven check-the-box choices.  The tenth box down from the top is:  [  ] Form 8864 - attach the appropriate certificates and, if applicable, the appropriate reseller statements for biodiesel, renewable diesel, and sustainable aviation fuel claims.

What is the procedure to activate Form 8453?  I can find no other way to activate it other than to override and check-the-box for Form 8864.  Overriding and checking the checkbox activates Form 8453 and populates all of the fields for name, address, and SS# at the top of Form 8453.

Per the IRS instructions, I will need to mail Form 8453 to the IRS within 3 business days after receiving acknowledgement from my intermediate electronic filing service transmitter, which is Intuit, that the IRS has accepted the electronically filed return.  If I do not receive an acknowledgement from my intermediate service transmitter, which is Intuit, I am instructed by the IRS instructions to contact said service transmitter, which is Intuit.

So, in order to comply with the IRS instructions for Form 8453 and mail form Form 8864, with Form 8453, to the IRS at Austin, TX, I first need Intuit to transmit the Form 8864 return to the IRS and I need to receive an acknowledgement back from my transmitter, Intuit, that the IRS has accepted the electronically filed return.

Please explain to me how this will work.  I do not want to e-file a Form 8864 return that Intuit is just going to automatically reject before even transmitting it on to the IRS.  

This post requires an advisory back from you @Anonymous .  Thank you in advance for your quick response.

[The_AntiTax_Man]

@IntuitBettyJo  

Can you help me?  Using 2022 ProSeries 1040 how do I e-file a tax return that contains a Form 8864 via my intermediate service transmitter (Intuit), then receive an acknowledgement back from the IRS via my intermediate service transmitter (Intuit), so that I can then paper file Form 8453 (included in the 2022 ProSeries forms list) with a paper Form 8864 attached to said Form 8453 within three days of receipt of the IRS e-file acknowledgement to the IRS Service Center at Austin, TX?  

I'm not sure, but @IntuitGabiU may be working on this?  I haven't heard anything yet.

[Anonymous]

@The_AntiTax_Man Yes, we're looking into this. 
In the meantime, have you seen this article? Generating individual Form 8453 in ProSeries
I hope this helps for now, we'll report back with additional information. 

[The_AntiTax_Man]

@Anonymous 

Regarding:  Generating individual Form 8453 in ProSeries 

Where oh where, in 2022 ProSeries 1040, is the Electronic Filing Information Worksheet located?

__________________________________________

Follow these steps to generate Form 8453 for other than Schedule D.

1. Open the Federal Information Worksheet.
2. Scroll down to Part VI - Electronic Filing of Tax Return Information.
3. Mark the checkbox labeled File federal return electronically.
4. Go to the Electronic Filing Information Worksheet.
5. Scroll down to the Option of Transmitting the Forms as PDF with the Electronic Submission or Mailing the Forms with Form 8453: U.S. Individual Income Tax Transmittal for an IRS e-file Return section.
   • This is near the bottom of the Electronic Filing Information Worksheet.
6. Scroll down and mark any applicable checkboxes.
7. Make sure Form 8453 is present in the return (and that the applicable boxes are checked).

[The_AntiTax_Man]

@IntuitGabiU 

Question regarding:  Generating individual Form 8453 in ProSeries 

"Follow these steps to generate Form 8453 for other than Schedule D."

"4. Go to the Electronic Filing Information Worksheet."

Where is this EFI Worksheet? And how do I access it in my 2022 ProSeries 1040?