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The 1099R appears to be correct with respect to box 2 showing -0- as taxable. As I said above, line 4a should have $5623 on it, line 4b -0-, and do not fill out or include form 8606 as that would be wrong to do so. Code T is telling you that no penalty applies. I'm curious, is ATX trying to create a form 8606 for this, or is that you trying to use it because it is showing basis there?

You shouldn't need to fill out the 8606 at all. Software should enter gross distribution on 4a, and 4b should be -0-. I agree with Kathy that you are missing a checkbox somewhere. 1040 instructions for lines 4a and 4b, under Exception #2 says Exception 2. If any of the following apply, enter the total distribution on line 4a and see Form 8606 and its instructions to figure the amount to enter on line 4b. 1. Doesn't apply to your situation 2. You received a distribution from a Roth IRA. But if either (a) or (b) below applies, enter -0- on line 4b; you don’t have to see Form 8606 or its instructions. a. Distribution code T is shown in box 7 of Form 1099-R and you made a contribution (including a conversion) to a Roth IRA for 2018 or an earlier year. In fact, the 8606 instructions for Part III, line 19 says don't include on line 19 any of the following, and item #4 says: 4. Distributions made on or after age 59½ if you made a contribution (including a conversion or a rollover from a qualified retirement plan) for any year from 1998 through 2019.

OP's software must require the address, or at least the zip code be valid, to pass the error checking for e-filing. Does the client have a paystub? Or just put in the city, st, zip where the client worked. That won't affect the return's figures and will allow e-file to process.

The client should call employer for the information, but if that isn't possible you could add all the W-2 income together as one entry into your software and e-file that way. Detail of each individual W-2 isn't transmitted to IRS with the e-file. In the explanation for the amendment, just put that one W-2 with taxable wages of "$XX" and fed witholding of $XX was omitted from the original return. As long as the totals are correct, it should be OK from IRS perspective. You just have to make the software behave. Which software are you using?

It's always possible that these small companies mailed the W-2s to IRS instead of SSA. It's hard to believe that 3 companies for one client would do that though. I agree with Kathy that something seems off.

If the carryover doesn't match anything you expected, I would go back to the 2023 program and look at what return it is now generating for this client that may be affecting the rollover of data. Compare that return being generated to the return actually filed. Perhaps there is an entry in the 2023 system that doesn't belong?

That would be maid service or daily cleaning of rooms/bathroom like provided by a motel/hotel. Providing for utilities doesn't count, and cleaning/changing linens between tenants doesn't count because it is only freshened for each tenant's arrival but not daily during the stay. It goes on Sch E as Abby & Dan already explained.

Maybe it was on their end, not yours

Never mind. Reread Margaret's post about not being the preparer after 2024, so no need to answer this. Blasted pounding headache from being on the road all day and not enough coffee = not thinking clearly.

I was wondering about the stepup in basis at husband's death in 2025 when it was originally a joint property that was placed entirely in her trust in 2024 before he passed. Does her trust get a stepup, or does it stay at the amount contributed, or does it depend on the type of trust? Sorry, I was also confused by the shifting dates and wording. Maybe we all should take the night off.

You might want to read this topic below that covers a similar pattern. Was an appraisal done to determine the actual FMV of the house, or do you possibly have a sale to a related party for below market value? There are other threads on this topic also. Just search this site for "gift of equity" in quotes and you should easily find more that describes the reporting.

That's what I remember too, a checkbox not to share contact information in its directory for the public.

When there is a 1095A with at least one person covered that isn't, or is no longer, a member of the taxpayer's household group, you have a shared allocation situation, and the parties involved are allowed to split the amounts on the 1095A at any percentage they wish as long as the same percentage is applied to all amounts for that month (premium, SLCSP, APTC), but I believe different percentages can be used for different months. They can choose 0% and 100% or any percentage in between that gives the best outcome. Each return will need to include its share of the allocated amounts. The 8962 instructions has at least one example of this. If you bring up the instructions as a pdf, just search for "shared allocation" using Ctrl-F and should find it easily. I think it is "Situation 4" as presented in the instructions. Can't help with the actual input on ProSeries though.

Those are the amounts for when a new 8879 needs to be signed if we find a correction to the return after the original 8879 is signed. I've never heard these same amounts concerning CP2000 notices. Can someone else confirm what MaxW said?

In determining gross income for the filing requirement, gains but not losses are used in that determination. It is not the proceeds, but the gain that is taken into consideration. That being said, even when the basis is reported to IRS and no gain exists, the AUR will be using only the proceeds side of the equation and this client will receive a CP2000 later on. These used to be 18 months, but who knows how long that will be now. Yes, I would file a return. Also, consider the state requirements that may have a different method of determining income for the filing requirement, and many times is lower too.

Calls from strangers in earlier years for blank tax forms instead of using the Package X at the library. Like I had nothing better to do than print blank forms. In those days I think the ATX program wouldn't even print a blank form with no data on it, or that's what I said anyway.

I agree with BrewOne that the need for the 8962 should go away once the voided 1095-A is processed.

Posts bordering on political leanings on both sides now hidden. Please try to limit the discussion to how it affects our work and our clients, otherwise will continue to hide, delete or lock the whole topic.

It gets better. I told her on the phone that if she signed and brought back in person to put it in my box. Oh no, where did she leave it? It was under a rock on my office steps.

8879 signed with a highlighter. Is my instruction slip that confusing?

News report this morning: IRS already in chaos and 20% of IRS personnel to be laid off by May. I know that some were to stay through the busiest time, but is that more layoffs than originally planned?

Line 1h from the 1040 instructions:

If you like that era and are willing to see tribute bands, I'd highly recommend Magical Mystery Doors. We've seen them several times including last night, and all are very talented musicians. They actually combine songs in unique ways with lyrics of one band's song over instrumental of another band. They cover The Beatles, Led Zeppelin, and The Doors. They are local-ish regional to us but are gaining a following farther away now. If you want to see original artists and don't mind slightly older back to the 60s, both Tommy James and Eric Burdon put on awesome concerts and are still high energy shows.

I've filed returns that way using only the totals for years when all 12 months are the same, and none were rejected. I use Drake, but that shouldn't make a difference. Never received any notices either, even on ones I had to look up the SLCSP.

Law says 70 1/2.