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Form 8960 rejection

Forum|Forum|3 years ago
January 29, 2023
18 replies
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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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Best answer by

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!

Show previous replies

D

Definite

Level 2

I am having the same issue. This is an Intuit, proseries, turbotax, lacerte issue. Other software providers are able to efile without this issue. I have confirmed with various providers.

Some IT guys on the back end screwed up and Intuit is not owning up to it.

G

GeorgeSpooner

Level 3

I just got off the phone with Proseries tech support. They are aware of the problem and have NO FIX DATE AT ALL. They were notified of the problem right after efile opened.

May be time to look at tax software alternatives. The problem is with Proseries and Lacerte. Other software works fine. Sad thing is that I have been with Proseries over 20 years but this is devastating to my practice as I have over 75 backed up already and growing by 3-4 per day. Irate customer calls at a rate of 10-15 daily wanting to know why their returns are not filed.

M

minhta

Level 2

It appears no solution?

abctax55

Level 15

It appears no solution?

@minhta

I would guess that's a relatively safe assumption if you read the last post.

HumanKind... Be Both

M

Meloni11

Level 2

Any fix in sight?

J

jamessite

Level 4

Luckily I have only one client with this problem. I did a lot of experimenting but I finally got a Federal acceptance.

1) on Form 8960 Worksheet I overwrote the Line 4g Grand Total

2) on Form 8960 I overwrote the Line 4a total. That should make the total ZERO

3) if there are no other errors I went to the EF Control and clicked on the client. In the bottom line of that worksheet, I removed the dot from Check for Review errors or whatever it says there.

4) I hit efile now, only the Federal, and about two hours later I got an IRS acceptance

5) I went back to Federal and removed the two overwrites. I did a Federal review. I am in NY and did a NY State review. I was then able to efile the NY State return.

Again I only had one client with that problem. For those of you with numerous clients, this can be time-consuming

I wish you all luck. I was floored when I got the acceptance.

I advised my client that they might receive an IRS letter about the Form. The main thing is hopefully Proseries will eventually have this fixed. The main thing is the actual tax return balance due was not affected, it was only the form itself..

B

BCSteel

Level 3

THIS WORK AROUND WORKS!

Just got my first acceptance back.

G

GeorgeSpooner

Level 3

Intuit Proseries Customer Help as of 2/14/23 (;45 am PST says no solution or fix date in site. Basically we are screwed at thispoint.

G

GeorgeSpooner

Level 3

Feb 17 11 AM PST. I just spoke to a customer service supervisor and they looked into the 8960 problem. They have no resolution nor a date on the fix. Intuit has really let everyone down. They gave their best estimate on the fix as maybe late feb or as late as March 15th. He said it was an IRS issue yet when I told him Tax Slayer, Tax Act and most of the other software providers are ok on their filings, he had no answer. I told him it was only Lacerte and Proseries with the problem. Then I told him that some of my clients are now cancelling the tax work as they are making offers on homes and loan officers are requiring their tax returns and other clients are filing Fafsa for college tuitions and what are we supposed to do. He had no answer whatsoever. This is Intuit failing us all and I have been using Proseries for over 20 years. I cancelled my autorenewal as if this is the support Intuit provides and now they are a liability then it is time to look elsewhere. I explained to them they need to communicate to us so we know what to do and he said they failed in that area.

F

Frustrated-in-IL

Level 8

If this is an IRS issue, ProSeries should tell us that in no uncertain terms. At least then we can point to...something, anything...when our clients want their returns filed and don't understand the dalay.

I

imcpa

Level 3

Something is fundamentally wrong when the end users are forced to come up with a work around by spending hours of their time figuring it out. I use Lacerte and I don't think the workaround that someone posted here works on Lacerte. Where's the support we need during this critical time of the year?

S

stephb728

Level 2

I tried to e file my client's returns yesterday and the error message now stated this this issue would be resolved February 19th. Hope this is true.

B

beng1

Level 2

Was it resolved?

C

CSSax

Level 2

Same here

A

Anonymous

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!

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