Refund Options - Form invalid with Advance - Form 1310, 8862, 4684, 8379, 4852 ,8863. Return must also contain W-2, 1099-R or Sch-C Advance
This Tax Bank is not allowing Advances with Form 8863; Error is due to the education expenses entered on the estimator. The software is seeing the "potential" for Form 8863. Either add Form 8863 or remove education expenses from Line 27 of the estimator.
Error Message: “State RT/ERC Requested – Bank Info Must Match Fed Values" when verifying a return
SYMPTOMSWhen verifying a tax return, the following error message appears: RT/ERC Requested – Bank Info Must Match Fed Values CAUSEThe most common cause is attempting to do a state RAC when the federal return is balance due. In order to do a state ...
IRS reject must add form 8862
add Form 8862; and complete information for the taxpayer and qualifying child
Form 4562 will not stay in a return
SUMMARYThis article describes when Form 4562 must be included with a tax return. MORE INFORMATIONForm 4562 is only used for certain situations. The mere presence of depreciation on a tax return does not require Form 4562 to be filed. Form 4562 is ...
Error Message: “Invalid RAC routing number” when verifying a return
SYMPTOMSWhen verifying a tax return the following verification error is given: ‘Invalid RAC Routing number’ CAUSEThis issue can occur if the routing number on the bank application is invalid. RESOLUTION Open the tax return experiencing the issue. ...
How to delete a form or worksheet
SUMMARYThis article demonstrates how to delete a form and all the supporting forms and worksheets associated with that form in the program. MORE INFORMATION To delete a form or worksheet in the program, follow these steps: In the Attached Forms pane, ...