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Level 1
March 8, 2023
Solved

The below critical diagnostics stays forever. How can I get rid of it?Federal Form 8915F (2020) is final, but the instructions are still in draft.

  • March 8, 2023
  • 1 reply
  • 13 views
critical diagnostics
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Best answer by PhoebeRoberts

I contacted Lacerte regarding "the potential that calculations could change, and that you may need to file an amended return when the instructions are final."

The representative told me to update and reapply update again to the 2022 tax software. After updating, I explained the diagnostic was still there. She said I could bypass the diagnosis and e-file. I explained I was concerned about the accuracy of the return; therefore, I needed to know when I could e-file. She said, "Lacerte is waiting for the IRS to let them know the instruction form is finalized and will not reach out to the IRS." 

I explained the 8915-F instruction form appears to be finalized according to the IRS website.  But, she said, "Lacerte is waiting for the IRS to tell them that 8915F is finalized."

How are others handling this situation? Wait? Or file and then amend later?


I familiarize myself with the tax law, read the forms instructions, and determine whether I've prepared a complete and accurate return. If so, I encourage the client to file it. If not, I attempt to prepare a complete and accurate return that the client can file. If impossible due to software limitation, I wait patiently / prepare the return on paper / attach a correctly-completed PDF of the form that's got an incorrect presentation but the right tax answer.

1 reply

sjrcpa
Level 15
March 8, 2023

Wait until the form

 

is  instructions are final. Maybe tomorrow 3/9/23. Maybe not.

The more I know the more I don’t know.
George4Tacks
Level 15
March 8, 2023

Or just ignore the diagnostic and file the return, assuming you are correct that the numbers are correct. 

Many such diagnoses are not e-file critical.

Answers are easy. Questions are hard!
Level 3
March 16, 2023

I contacted Lacerte regarding "the potential that calculations could change, and that you may need to file an amended return when the instructions are final."

The representative told me to update and reapply update again to the 2022 tax software. After updating, I explained the diagnostic was still there. She said I could bypass the diagnosis and e-file. I explained I was concerned about the accuracy of the return; therefore, I needed to know when I could e-file. She said, "Lacerte is waiting for the IRS to let them know the instruction form is finalized and will not reach out to the IRS." 

I explained the 8915-F instruction form appears to be finalized according to the IRS website.  But, she said, "Lacerte is waiting for the IRS to tell them that 8915F is finalized."

How are others handling this situation? Wait? Or file and then amend later?