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October 7, 2024

Workaround: Form 7206 Not Generating

  • October 7, 2024
  • 1 reply
  • 16 views

In some cases, Form 7206 is not generating and the SE Health Insurance Deduction is getting inexplicably limited on Sch 1 Line 17. 

Workaround
  1. On the Input Return tab, go to Deductions > Adjustments to Income.
  2. In the upper-right of the return workspace, go to Return actions and select Customer Support Tools.
  3. On the Batch Edit Data screen that pops up, select Edit.
  4. Delete codes 17 and 67.
  • You may only see one of them.
This is caused by the SE Health Insurance overrides from 2022 being brought forward during proforma. These inputs no longer exist for tax year 2023 and forward.

 

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    1 reply

    October 7, 2024
    Workaround
    1. On the Input Return tab, go to Deductions > Adjustments to Income.
    2. In the upper-right of the return workspace, go to Return actions and select Customer Support Tools.
    3. On the Batch Edit Data screen that pops up, select Edit.
    4. Delete codes 17 and 67.
    • You may only see one of them.
    This is caused by the SE Health Insurance overrides from 2022 being brought forward during proforma. These inputs no longer exist for tax year 2023 and forward.