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Posted
15 minutes ago, grandmabee said:

There is a form that must be filed with the return giving the amount and amount forgiven.  Nothing to do with being taxed.

And what Form is that?

Posted
2 hours ago, Marie said:

does ATX have an election form for the information regarding PPP loan forgiveness?

 

If you are asking about the statement that must be attached, it was discussed in this topic that also includes links to the instructions and sample attachment:

 

Posted

I believe I might have a few clients already filed that may have had PPP.  Some did it on their own and knew it wasnt taxable, but didn't realize it was reportable.  What do I do about them.   Surely not an amended return? 

Posted
31 minutes ago, Marie said:

Great , thank you.  I found it  .  WHat about the ones I missed?  Amended returns?

It would be best to amend, although the IRS is probably just collecting info. I doubt they'd waste precious resources on something that has zero chance of generating revenue.

  • Like 1
Posted

HOW DO I KNOW WHAT BOX TO CHECK.  ?  I HAVE BEEN STUDYING, BUT STILL CONFUSED. 

I HAVE CLIENTS THAT APPLIED, RECEIVED MONEY,  AND HAVE BEEN FORGIVEN.  

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