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📚 What This Guide Covers This guide explains whether disability annuity income (Form 1099-R, Code 3) can be considered earned income for the Earned Income Credit (EIC). 🔍 Disability Income and EIC If you retired on disability, taxable benefits you receive under your employer's disability retirement plan are considered earned income until you reach minimum retirement age. Key Requirements Minimum Retirement Age: The earliest age at which you could have received a pension or annuity if you were not disabled. Reporting: Taxable disability payments must be reported on the wages line of your tax return (e.g., Line 7 of Form 1040 or 1040A) until you reach minimum retirement age. 1099-R Code 3: As long as the recipient is under their minimum retirement age, these distributions may qualify as earned income. 📝 Reference For more details, see IRS Pub. 596, pages 10-11. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide shows you how to add additional rental properties to Form 8825 in your business return by adding and duplicating the second page of the form. 📊 Step-by-Step Guide Step 1: Add Form 8825 Page 2 Go to the "Add Form" list, search for "8825," and select "8825 Pg 2" to add it to the return. Step 2: Duplicate Form Once the form is added, you can duplicate or copy "8825 Pg 2" as many times as needed for additional properties. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers If your Earned Income Credit (EIC) should be calculating but it is not, this guide walks you through the checks to confirm the worksheet and dependent information are entered correctly. ❌ Common Checks Is the Main Info Sheet completely filled out with the EIC box in the dependent information section marked with an X? Is the correct birth date entered for the child, and is the relationship a qualified relationship (see the 1040 instructions)? Read the questions at the top of the EIC worksheet. Check Questions 11-17. These questions calculate for you. The information on each question tells you if you can continue with the next question. Does the Taxpayer not have any dependents? If the taxpayer does not have qualifying children, make sure that you correctly entered the birth date on the Main Info Sheet and that the taxpayer is over age 25, but under age 65. Does the taxpayer, spouse and/or qualifying children have valid social security numbers? If any of them have an ITIN/ATIN they do not qualify for EIC. Is the question at the top of the Schedule EIC Form marked If the taxpayer seems to qualify for EIC, but does not, check here for \"No\"? If this box is marked EIC will not calculate. Note: A scenario that this boxed should be checked would be if someone else in the household made a majority of the household income, but did not claim the current taxpayer as a dependent, even though they could be. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This guide explains an e-file validation error related to the Employer Use Code (Box 12 of Form W-2) and how to fix it. ⚠️ Before You Begin Review the Employer Use Code entered in Box 12 of your W-2. 📊 Step-by-Step Guide Step 1: Identify why the validation failed This occurs because the code entered in Box 12 of Form W-2 is not capitalized. Modernized E-File validation is case sensitive, whereas Legacy e-filing is not. Step 2: Update the code and re-try e-file To correct this problem, change the code entered in Box 12 of Form W-2 to a capital letter. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This article explains why you may see Error 131 when opening a multi-plan 5500 return, and what to do next. ⚠️ Before You Begin You will need access to ensure the prior multi-plan 5500 return has been e-filed and acknowledged. 📊 Step-by-Step Guide Step 1: Confirm only one multi-plan 5500 return is active Use this when Error 131 appears while opening a multi-plan 5500 return. This can occur because only one multi-plan 5500 return can be active at a time. That return has to have been e-filed (and an acknowledgment received) before another multi-plan return can be opened for edit or e-file. If you receive this error after carrying forward multiple Form 5500 returns for one EIN, and they all are shown as inactive in the Open Existing Returns dialog box, contact Technical Support at 800-516-9442 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Error 56: Invalid date... for 1120 return with prior-year data Due to e-file regulations, the date field on the NOL carryover worksheet changed from a four-digit year field (YYYY) to a month and year field (MM/YYYY). Also, no punctuation is allowed in this or other similar fields of returns that will be e-filed. ⚠️ Before You Begin Make sure you update the date value to match the e-file format: Use MM/YYYY instead of YYYY Do not include punctuation in this or other similar fields 📊 Step-by-Step Guide Step 1: Acknowledge the error message Use this when you see the Error 56 message. Click OK in this message box. Step 2: Update the date in the Review Entry box Use this when the date field still shows a four-digit year. Then replace the four-digit year shown in the Review Entry box with the month and year of the end of your client's tax year, such as 12/2009 for a 2009 calendar-year filer. Step 3: Remove punctuation from the field Use this when you included punctuation in the date or similar fields. Remove any punctuation you may have included in this or other fields. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers In this article, you’ll learn how to address: "Exempt Notary" on Schedule SE. ⚠️ Before You Begin Before you make changes, make sure you understand what form/year worksheet your client is working in. 📊 Step-by-Step Guide This is for fees received for services performed as a notary public. Enter in this field (line 3 of Schedule SE) any income that was earned as a notary public. This income is exempt and will be subtracted from the income that is used to calculate self-employment tax. ❌ Common Errors If the issue isn’t resolved, confirm you’ve linked the correct worksheet relationship. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers In this article, you’ll learn how to address: "LSE" and "D" on line 20b of Form 1040. ⚠️ Before You Begin Before you make changes, make sure you understand what form/year worksheet your client is working in. 📊 Step-by-Step Guide The term LSE means Lump-Sum Election. This is calculated from the Form 1040 Worksheet 1 which is linked (press F9) from line 20b of Form 1040. The term D stands for Married filing separately and did not live with the spouse. This is calculated from the Filing Status section of the Main Information Sheet. ❌ Common Errors If the issue isn’t resolved, confirm you’ve linked the correct worksheet relationship. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 LSE and D on line 20b of Form 1040 (Individual) - SureFire This guide explains what the terms LSE and D mean on line 20b of Form 1040 in SureFire. 📚 What This Guide Covers LSE - Lump Sum Election (where it’s calculated from) D - Married filing separately and did not live with the spouse (where it’s calculated from) 📝 Definitions Step 1: Understand what “LSE” means The term LSE means Lump Sum Election. The Lump Sum Election is calculated from the Form 1040 Worksheet 1, which is linked (press F9) from line 20b of Form 1040. Step 2: Understand what “D” means The term D stands for Married filing separately and did not live with the spouse. This is calculated from the Filing Status section of the Main Information Sheet. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This guide explains what to enter when you see an authorization message related to Audit Shield and state reporting. ⚠️ Before You Begin Make sure you have access to the state report you are working with. 📊 Step-by-Step Guide Step 1: Find the total percentage (line 13) The total percentage is reported on line 13 of the state report. Step 2: Enter the FLI rate (line 15) When you are ready to do the state reporting, go to line 15 of the state report and enter the FLI rate. Step 3: Understand what changes The program reduces line 13 by the rate entered on line 15. Troubleshooting If your numbers do not match expectations, double-check that the FLI rate was entered on line 15. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 The fiscal year end must be after... when creating 1041 e-files According to IRS Publication 1437, if a return has a Fiscal Year ending after June 30, the return cannot be filed electronically but must be paper-filed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Wrong EFIN. (C:Bld\15\164...) error when creating an e-file Use the steps below to resolve the issue by ensuring the correct e-file selections are loaded before you create the e-file. ⚠️ Before You Begin To do this, you must also check Yes to e-file the Form 1120 return, so that Form 8879C is loaded into the return. 📊 Step-by-Step Guide Step 1: Confirm Form 1120 e-file selection Use this when you need to ensure Form 8879C is loaded. Check Yes to e-file the Form 1120 return, so that Form 8879C is loaded into the return. Step 2: Run diagnostics Use this to validate the return before creating the e-file. Run diagnostics and then click the e-file button. Step 3: Create the e-file only for the Tennessee return Use this when you need to limit the e-file to the correct state return. In the Select E-files dialog box, make sure to un-check the Federal return, so that the e-file is created only for the Tennessee return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 "You have indicated on the Main Information Sheet..." when creating 1040 e-files This guide explains what this message means and what you should do next. ⚠️ Before You Begin You will need to review the relevant tax details and instructions referenced in this article. 📊 Step-by-Step Guide This message appears when you have cleared the Form 4868 without direct debit checkbox on the Main Information Sheet. To resolve this problem, on Form 4868, navigate to Part II, line 7, and press F3 to remove the red shown on this item. ❌ Common Errors If the message does not match your situation, double-check your form inputs and selections. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 [2008-2010]First-time Homebuyer Credit: Recapture of the homebuyer creditThis article explains how the first-time homebuyer credit must be recaptured, including general and accelerated recapture rules.⚠️ Before You BeginReview the purchase date and whether the home is still your principal residence (or has been sold/converted) during the relevant time periods.📊 Step-by-Step GuideStep 1: Use the general recapture rules (2008 purchases)General recapture applies to most homes purchased during 2008, where the credit is recaptured ratably over 15 years (no interest charge).General recapture for 2008 purchases. For most homes purchased during 2008, the entire national first-time homebuyer credit must be recaptured ratably over fifteen years, with no interest charge. The recapture operates by increasing the taxpayer's federal tax liability by 6 2/3 percent (or 1/15th) of the credit amount for each year during the recapture period. The recapture period is the 15-year period beginning with the second tax year following the tax year of purchase.Note: For homes purchased after 2008, this general recapture requirement is waived. However, the accelerated recapture rules (discussed below) apply if the taxpayer sells the home within 36 months after the purchase date.Step 2: Apply accelerated recapture when requiredAccelerated recapture generally applies if, during the applicable period, the home is sold or you (and spouse, if married) cease using it as a principal residence.Accelerated recapture.A taxpayer generally must recapture the first-time homebuyer credit on an accelerated schedule if, during the applicable perio d, the taxpayer sells the home, or the taxpayer (and spouse, if married) ceases to use the home as a principal residence. A home can cease to be the taxpayer's principal residence if the taxpayer sells it or converts it to business or rental property, or if the home is destroyed, condemned or disposed of under threat of condemnation. The recapture rules apply as follows:For homes purchased during the eligible period in 2008 (after April 8, 2008 and before January 1, 2009), accelerated recap ture applies if the disposition of the home or the end of its use as the taxpayer's principal residence occurs before the end of the 15-year recapture period. On the tax return for the year in which the sale occurs or the use as a principal residence ceases, the taxpayer must recapture the portion of the credit that was not recaptured in prior tax years.For homes purchased during the eligible period after 2008 (after December 31, 2008, and generally before May 1, 2010), accelerated recapture applies if the disposition of the home or the end of its use as the taxpayer's principal residence occurs during the 36-month period beginning on the date the taxpayer purchases the home.Step 3: Determine the amount recaptured and limitsGenerally, the recapture amount is the credit not previously recaptured, but it cannot exceed the gain from the sale of the residence to an unrelated person.Generally, the amount recaptured is equal to the amount of the credit that was not recaptured on prior returns. Thus, for homes purchased in 2008, the accelerated recapture amount is equal to the original credit, less any amounts already recaptured during the 15-year recapture period; and for homes purchased after 2008, the accelerated recapture amount is equal to the entire credit. However, regardless of the date, the accelerated recapture amount may not exceed the amount of gain from the sale of the residence to an unrelated person. For this purpos e, gain is determined by reducing the basis of the residence by the amount of the credit that was not recaptured before the taxpayer sold the home or ceased to use it as the principal residence.Returns.For any year in which recapture of the credit increases the taxpayer's income tax, the taxpayer must file an income tax return, even if the taxpayer is not otherwise required to file a return because he or she does not meet the gross income filing threshold. Any omission of an increase in tax required by the recapture of the credit is a mathematical error; thus, the IRS can issue a summary assessment without following the deficiency procedures.IRS to send letters to taxpayers who claimed the credit. Taxpayers who took the credit in 2008, which must be paid back, will receive a CP03a letter reminding them that repayment starts in 2010. A CP03b letter will be sent to taxpayers claiming the credit in 2009 as a reminder that if they disposed of the home or changed its use, then the credit may need to be recaptured. A CP03c letter will be sent to taxpayers when IRS’ records indicate a change in their property 217's use - such as a sale. This may require a repayment of the credit.❌ TroubleshootingCommon QuestionsIf your facts change during the recapture period (for example, a sale or change of principal residence), you may need to recapture the portion of the credit that was not recaptured in prior years.📌 ReferencesFor further information, visit the IRS Web site: Topic 611 - First-time Homebuyer Credit & Purchases Made In 2008  http://www.irs.gov /taxtopics/tc611.htmlTopic 612 - First-time Homebuyer Credit & Purchases Made In 2009 And 2010  http://www.irs.gov/taxtopics/tc612.html 📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 [2011] Claiming exemption for spouse when MFS This guide explains what this message means and what you should do next. ⚠️ Before You Begin You will need to review the relevant tax details and instructions referenced in this article. 📊 Step-by-Step Guide You need to override the line 6b checkbox on page 1 of Form 1040. The IRS instructions for Form 1040, line 6b, are as follows:   Check the box on line 6b if either of the following applies.     Your filing status is married filing jointly and your spouse cannot be claimed as a dependent on another person's return. You were married at the end of 2011, your filing status is married filing separately or head of household and both of the following apply.       a. Your spouse had no income and is not filing a return. b. Your spouse cannot be claimed as a dependent on another person's return.   ❌ Common Errors If the message does not match your situation, double-check your form inputs and selections. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers In this article, you’ll learn how to address: [2012]Form 4868 - Extension. ⚠️ Before You Begin Before you make changes, make sure you understand what form/year worksheet your client is working in. 📊 Step-by-Step Guide To get the extra time you must:   Properly estimate your 2012 tax liability using the information available to you, Enter your total tax liability on line 4 of Form 4868, and File Form 4868 by the regular due date of your return.   Check here if using this form If you are using this form, select the checkbox. E-filing Check Form 4868 without direct debit or Form 4868 with direct debit on the Main Information Sheet, in the PIN section. Name information is transferred from the Main Information Sheet. Any changes to the name must be made on the Main Information Sheet. Do NOT override the name information on this form. If you select Form 4868 with ACH debit on the Main Information Sheet, you must fill in the information on the ACH Ext (Direct Debit of Balance Due or Gift Tax) form. Part II: Individual Income Tax Line 4 When you select the checkbox at the top of this form, Sure-Fire overrides this field to lock in the amount so it won't change when you make changes to the return. Sure-Fire calculates this amount from the form you are using in this return:   Form 1040, line 61 Form 1040A, line 35 Form 1040EZ, line 10 Form 1040NR, line 60 Form 1040NR-EZ, line 17   If you expect this estimate to be zero, enter zero. If you have not completed Forms 1040, 1040A, 1040EZ, 1040NR, or 1040NR-EZ, enter the estimated tax liability. Line 5 When you select the checkbox at the top of this form, Sure-Fire overrides this field to lock in the amount so it won't change when you make changes to the return. Sure-Fire calculates this amount from the form you are using in this return:   Form 1040, line 72 (excluding line 68) Form 1040A, line 41 Form 1040EZ, line 9 Form 1040NR, line 69 (excluding line 64) Form 1040NR-EZ, line 21   If you have not completed Forms 1040, 1040A, 1040EZ, 1040NR, or 1040NR-EZ, enter the estimated amount. Line 6 Sure-Fire subtracts line 5 from line 4. If line 5 is more than line 4, Sure-Fire enters zero. Line 7 Enter the amount the taxpayer is paying, if applicable. Line 8 If the taxpayer is a U.S. citizen or resident and is out of the country on the regular due date of the return, select this checkbox. To qualify as "out of the country" the taxpayer must either:   live outside the United States and Puerto Rico with the main place of work being outside the United States and Puerto Rico, or be in the military or naval service outside the United States and Puerto Rico.   Line 9 If the taxpayer did not receive wages subject to U.S. income tax withholding, select the checkbox.   ❌ Common Errors If the issue isn’t resolved, confirm you’ve linked the correct worksheet relationship. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 [2013-2014] 1041 Trust returns going to MeF for 2013-2014 We plan to support only the MeF platform for each product. 📚 What This Guide Covers This article provides information about the migration for [2013-2014] 1041 Trust returns to the MeF platform for 2013-2014. 📝 Additional Information For more information on this migration, see the IRS Quick Alert: http://content.govdelivery.com/accounts/USIRS/bulletins/820b34. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers Use this guide to enter the date of death for the taxpayer or spouse when filing for the year 2014–2015. ⚠️ Before You Begin You will need the full four-digit year and the date of death for the taxpayer and/or spouse. 📊 Step-by-Step Guide Step 1: Enter the date of death Follow the instructions below to enter the correct date fields in Sure-Fire. If the taxpayer or spouse Died in 2014 or 2015: Enter the date of death for the taxpayer or spouse in the appropriate box if either one died in 2014 or before filing the return in 2015. Enter this information on the Main information sheet. You must enter the full four digit year in the date; example, 03/09/2014. Do not type the slashes; Sure-Fire enters those for you. ❌ Common Errors If Sure-Fire rejects the date, double-check that you entered the full four-digit year. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 1040 Sch 3 Line G is not flowing to ME A wkt 2 line 2 The child care credit amount is not carrying over from the federal Schedule 3. Per the state instructions, it says "amount from federal form 1040". ⚠️ Before You Begin Please review the federal Schedule 3 amount that should be used for the state entry. 📊 Step-by-Step Guide Use this when you need to confirm why the child care credit amount is not carrying over from the federal Schedule 3 to the state worksheet. Step 1: Check Federal Schedule 3 Sch 3 ❌ Common Issue The child care credit amount is not carrying over from the federal Schedule 3 to the state worksheet (ME A wkt 2 line 2). According to the state instructions, the state entry should use the amount from federal form 1040. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 1040-X e-filing - How many Amended Returns can be filed electronically? Filers will be allowed to electronically file up to three "accepted"" Amended Returns. After the third accepted Amended Return 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 1040X Amended U.S. Individual Income Tax Return versus the 1045 Application for Tentative Refund This guide explains the difference between: Form 1040X (Amended U.S. Individual Income Tax Return) Form 1045 (Application for Tentative Refund) 📚 What This Guide Covers This article covers what each form is used for: 1040X - when you need to correct, change, or claim certain items on an amended return 1045 - when you apply for a quick tentative refund based on specific carrybacks or adjustments 📌 1040X Amended U.S. Individual Income Tax Return File Form 1040X to do the following. Correct Forms 1040, 1040A, 1040EZ, 1040NR, or 1040NR EZ. Make certain elections after the prescribed deadline. Change amounts previously adjusted by the IRS. Make a claim for a carryback due to a loss or unused credit. 📌 1045 Application for Tentative Refund An individual, estate, or trust files this form to apply for a quick tax refund resulting from: The carryback of an NOL, The carryback of an unused general business credit, The carryback of a net section 1256 contracts loss, or An overpayment of tax due to a claim of right adjustment under section 1341(b)(1). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 1040X Mailing Addresses If you are filing Form 1040X, this guide helps you choose the correct mailing address based on your situation. ⚠️ Before You Begin Before mailing, make sure you select the address that matches the scenario that applies to you. 📬 Where to Mail Form 1040X Step 1: If you are filing Form 1040X in response to an IRS notice Use this when you received a notice from the IRS. If you are filing Form 1040X: Then mail Form 1040X and attachments to: Department of the Treasury Internal Revenue Service Center Austin, TX 73301-0255 Step 2: If you received reimbursement for a hurricane-related loss Use this when you received reimbursement for a hurricane-related loss. Because you received reimbursement for a hurricane-related loss Department of the Treasury Internal Revenue Service Center Austin, TX 73301-0255 Step 3: If you are filing with Form 1040NR or 1040NR-EZ Use this when you are filing Form 1040NR or 1040NR-EZ. With Form 1040NR or 1040NR-EZ Department of the Treasury Internal Revenue Service Center Austin, TX 73301-0215 Step 4: If none of the above situations apply Use this when the earlier situations do not apply. If the above situations do not apply, clients wholive in: Send Form 1040X and payments to: Step 4A: Florida, Louisiana, Mississippi, Texas Mail to this address for these states. Department of the Treasury Internal Revenue Service Center Austin, TX 73301 Step 4B: Alaska, Arizona, Arkansas, California, Colorado, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Montana, Nebraksa, Nevada, New Mexico, North Dakota, Ohio, Oklahoma, Oregon, South Dakota, Utah, Washington, Wisconsin, Wyoming Mail to this address for these states. Department of the Treasury Internal Revenue Service Center Fresno, CA 93888-0422 Step 4C: Alabama, Connecticut, Delaware, District of Columbia, Georgia, Kentucky, Maine, Maryland, Massachusetts, Missouri, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Tennessee, Vermont, Virginia, West Virginia Mail to this address for these states. Department of the Treasury Internal Revenue Service Center Kansas City, MO 64999 Step 5: If you are a foreign country, U.S. possession or territory, or use an APO/FPO address Use this when you are outside the U.S., or use an APO/FPO address, or file certain forms. A foreign country, U.S. possession or territory;* or use an APO or FPO address, or file Form 2555, 2555-EZ, or 4563; or are a dual-status alien Department of the Treasury Internal Revenue Service Center Austin, TX 73301-0215 *If you live in American Samoa, Puerto Rico, Guam, the U.S. Virgin Islands, or the Northern Marian Islands, See Pub. 570 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 1041 Estimated Tax Payment This guide explains how 1041 estimated tax payments are submitted. ⚠️ Payment Method There are no electronic payments for the 1041. The payments are paper only. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 1041 Validation error - The "http://www.irs.gov/efile:EIN" element is invalid (SureFire) This article addresses a 1041 validation error you may see in SureFire related to the IRS e-file EIN element. ⚠️ Before You Begin Make sure you have access to your SureFire installation and the ability to uninstall and reinstall the required modules. 🛠️ Step-by-Step Fix Step 1: Reinstall the 1041 and MO business modules Use this when you need to resolve a 1041 e-file validation error related to the "http://www.irs.gov/efile:EIN" element. Uninstalled/reinstalled the 1041 and MO business modules. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This guide explains the “1065 Efiling Error” related to statements required by the IRS for electronic filing, and what to do if Sure-Fire doesn’t support the needed statement. 📊 Step-by-Step Guide Step 1: Understand what the IRS is requiring The IRS requires a statement to be attached to many entries for electronic filing. At this time, Sure-Fire does not support statements for all entries on the 1065 return. Step 2: Check diagnostics for missing statements If you see this message in Diagnostics and there is not a statement that can be attached to that line, the return cannot be filed electronically. It will need to be mailed to the IRS. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains how to report 1099-K information in Sure-Fire using the 1099 Misc form. 📋 Steps To report information for a 1099-K in Sure-Fire, note that 1099-K is reported under a 1099 Misc form inside of Sure-Fire. Step 1: Add a Sch C Add a Sch C to your return using the Add Form/Display Form List function. Step 2: Link to the 1099 Misc form Go to Part 1 line 1. Right click on the line and select link or select the line and click the chain link icon. Step 3: Add the 1099 Misc form Add in the 1099 Misc form. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 1099 MISC Box 6: How do I report it in SureFire? If you received an IRS form 1099-MISC with box 6 information, you will have to report it as part of your taxable income. ⚠️ Before You Begin Make sure you have the IRS Form 1099-MISC you received, including the amount shown in Box 6. 📊 Step-by-Step Guide Step 1: Add Box 6 to your Schedule C (Form 1040) Use this when you need to report Box 6 information from your 1099-MISC. Individuals, sole proprietors, or pass-through entities will have to include the information from box 6 of IRS Form 1099-MISC on line 1 of part 1 of IRS Form Schedule C (Form 1040). Step 2: Confirm using the IRS instructions Use this to verify where Box 6 should be reported. This is stated in the instruction for Forms 1099-MISC (see page 5). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 1099-DIV line 5 Section 199A in SureFire This guide explains where to enter the amount from Form 1099-DIV, line 5 (Section 199A) in SureFire. ⚠️ Before You Begin You should have a 1099-DIV available showing line 5 (Section 199A). 📊 Step-by-Step Guide Step 1: Enter the Section 199A amount in SureFire Use this when you need to report Qualified REIT dividends tied to Section 199A. Go to Form 8995, line 6 (Qualified REIT dividends) and enter the amount from Form 1099-DIV, line 5. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 1099-MISC with income This guide explains how to treat 1099-MISC income when it may be considered self-employment income, and how it flows through Schedule C, Schedule SE, and Form 1040. ⚠️ Before You Begin Check the IRS instructions for Schedules C and SE to be sure of the self-employment status. Some taxpayers are considered self-employed without being aware of this. If you need to calculate Social Security and Medicare taxes, you are most likely considered self-employed. 📊 Step-by-Step Guide Step 1: Report the income on Schedule C You would need to report the income and any related expenses as business income on Schedule C. Step 2: Use Schedule C net income on Form 1040 The net income on Schedule C would be included as income on Form 1040. Step 3: Compute self-employment tax on Schedule SE It would also be used to compute the self-employment tax on Schedule SE. Step 4: Transfer Schedule SE tax to Form 1040 The tax calculated on Sch SE would also transfer to Form 1040. ❌ Important Note Important: The IRS instructions for 1099-MISC, page 6, read: "Generally 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers When a 1099-MISC includes income, Social Security, and Medicare entries—and how self-employment status affects where to report the amounts. ⚠️ Before You Begin Have the IRS instructions for the applicable Schedules (C and SE) available so you can confirm whether the taxpayer is considered self-employed. 📊 Step-by-Step Guide Step 1: Confirm self-employment status Use this to decide which schedule and forms will carry your numbers. Check the IRS instructions for Schedules C and SE to be sure of the self-employment status. Some taxpayers are considered self-employed without being aware of this. If you need to calculate Social Security and Medicare taxes, you are most likely considered self-employed. Step 2: Report the income and related expenses Use this when you need to place the 1099-MISC income on the correct forms. You would need to report the income and any related expenses as business income on Schedule C or Schedule CEZ. The net income on Schedule C would be included as income on Form 1040. It would also be used to compute the self-employment tax on Schedule SE. The tax calculated on Sch SE would also transfer to Form 1040. Step 3: Follow the IRS guidance for box 7 Use this as a reference when interpreting amounts reportable in box 7. Important: The IRS instructions for 1099-MISC, page 6, read: "Generally, amounts reportable in box 7 are subject to self-employment tax."   📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide CoversThis guide shows you how to determine whether your Form 1099-Q distributions are taxable, and where to enter the details in Sure-Fire.⚠️ Before You BeginYou will need to know how much you paid for qualifying tuition, related fees, books, and room and board.🔍 Step-by-Step GuideEnter your distribution details (if applicable)If you received Form 1099-Q for distributions during the tax year, the income may or may not be taxable. Before doing anything with the form, you must determine what part, if any, of the distribution, is considered taxable.You can enter the distributions from Coverdell ESAs in 2012 shown on Form 1099-Q on line 1, under Distributions from Qualified Education Programs on the Education Savings Account Worksheet.To add the Education Savings Accounts Worksheet in the return, go to the 1040 Wkt2, and then press F9 when on line 1 of the Education Savings Accounts (ESAs) and QTPs section.Determine if part of your distribution is taxableTo determine if the distribution reported on Form 1099-Q is taxable, you need to know how much you paid for qualifying tuition, related fees, books, and room and board.Ask: Which is larger, the gross distribution in Box 1 of your 1099-Q or the amount of qualifying expenses that you paid for tuition and related fees?The Two Amounts are Equal: Your distribution is not taxable. You do not need to report this on your return. Retain the Form 1099-Q for your records.The Amount in Box 1 is Larger: Part of your distribution is taxable. The Amount of Qualifying Expenses is Larger: Your distribution is not taxable. You do not need to report this on your return. Retain the Form 1099-Q for your records. If you receive a 1098-T for these expenses, you may qualify to take a credit or deduction for your expenses. Reduce the amount of expenses by the amount in Box 1 of your 1099-Q. The remaining is what was paid out-of-pocket and can be claimed as either a Tuition and Fees Deduction or an Education Credit.The 1099-Q gets reported on the 1040 Line 21 Other Income.❌ Common ErrorsDouble-check that you’re comparing Box 1 of your 1099-Q to your qualifying expenses. If you don’t do this first, you may misclassify part (or all) of the distribution as taxable.📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

📚 What This Guide Covers This guide shows you what to enter on Form 1099-R so the information carries to the state form. Enter the state abbreviation in box 11 to carry over the data. Mark the box near box 13 when required for your situation. ⚠️ Before You Begin Have your 1099-R and the instructions for your specific state form handy. 📊 Step-by-Step Guide Step 1: Enter the state abbreviation in box 11 In order to get Form 1099-R information to carry to the state form, enter the state abbreviation in box 11 on the 1099-R. Step 2: Mark the box to the left of box 13 (if needed) If required, you may also need to mark the appropriate box to the left of box 13—box 1, box 2, box 3 or Railroad Retirement. This is specific to each state. See the F-1 instructions for the state form to help determine which of these boxes must be marked. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 1099-R with code 1 is being taxed on Form 5329 on a 1040 return in SureFire This guide shows you how to resolve the issue by entering the correct exception code and amount on Form 5329 so the calculation updates correctly on your return. ⚠️ Before You Begin Make sure you have the information needed to enter: Exception code Amount listed in Box 1 that is not subject to additional tax 📊 Step-by-Step Guide Step 1: Open Form 5329 Use this when you need to access the form where the exception code and amount must be entered. Go to Form 5329. Step 2: Enter the exception code and the Box 1 amount not subject to additional tax Use this when you need to prevent the amount from being treated as subject to additional tax. On Line 2, enter the exception code and the amount listed in Box 1 that is not subject to additional tax. Step 3: Verify the updated calculation Use this to confirm the change is reflected in the correct schedule. The new calculation amount entered on line 4 will now display on Sch 2, line 6. ✅ Success! After entering the exception code and the correct Box 1 amount on Form 5329, the updated calculation will display on Sch 2, line 6. 💡 More Information For more information, see IRS Form 5329 Instructions. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 1099INT (Worksheet): Entering tax-exempt municipal bonds increases amount of tax While municipal bonds are exempt from Federal income tax, they may affect other items which can cause the amount of tax to increase. 📚 What This Guide Covers How tax-exempt municipal bonds can increase your tax - even though they are exempt from Federal income tax. Which tax items may be affected - Social Security benefits and the earned income credit (EIC). Why the bonds don’t directly add to taxable income - they can still change other calculations. 📝 Key Details Use this when you need to understand why entering tax-exempt municipal bonds can lead to a higher tax amount. Tax-exempt municipal bonds can affect other items Two items that may be affected by tax-exempt interest are the taxable amount of Social Security benefits, and the earned income credit (EIC). Tax-exempt interest may cause the amount of taxable Social Security benefits to increase. Tax-exempt interest may eliminate theEIC by causing the amount of investment income to exceed the allowed limit. Why your tax may increase (but bonds aren’t directly taxable) In both cases, the addition of municipal bonds to a return may cause the tax to increase, but municipal bonds are not directly included in the taxable income. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 1120S Amended in SureFire This guide explains how to mark a 1120S return as amended in SureFire. ⚠️ Before You Begin Make sure you are ready to update the return status for the 1120S return. 📊 Step-by-Step Guide Step 1: Open the 1120S Return Use this when you need to mark the return as amended. Go to the 1120S page 1. Step 2: Mark the Return as Amended Use this to indicate the filing is an amended return. Mark the return as amended return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 1120S for NJ STATE-016 for Estimates in SureFire NJ reject: STATE-016 If the Submission Category in the State Submission Manifest has a value of: ("CORPEP" "PARTEP" "INDEP" "ESTRSTEP") ⚠️ Before You Begin Make sure you are checking the correct field: State Submission Manifest → Submission Category 📊 Step-by-Step Guide Step 1: Check the Submission Category Use this when you need to confirm why NJ is rejecting the submission. In the State Submission Manifest, look at the Submission Category value. Step 2: Verify if it matches the reject-trigger values Use this when you need to determine whether STATE-016 applies. If the Submission Category value is one of the following: ("CORPEP" "PARTEP" "INDEP" "ESTRSTEP") Then the submission may be rejected with NJ reject: STATE-016. ❌ Common Errors NJ reject: STATE-016 This occurs when the Submission Category in the State Submission Manifest is set to one of these values: ("CORPEP" "PARTEP" "INDEP" "ESTRSTEP") 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 1120S K1 Code P is not showing on K1 line 12 (SureFire 2016) If you are not seeing Code P on K1 line 12 in SureFire 2016, this article explains what to expect and provides a workaround. ⚠️ Before You Begin This issue will be fixed in a further update. 🛠️ Workaround Step 1: Override to place the P on the K1 line Use this when you need to ensure Code P appears on K1 line 12 right away. Work around: Override to put the P there. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 199A Calculation Inquiry - 199A Calculation: Deduction information does not calculate (nor does income) This issue applies to page 4 lines 20Z, 20A, and 20AB of S-corp and partnership returns (1120-S and 1065). ⚠️ Before You Begin At the time the feature is not available in the SureFire software. What this means: The deduction information (and income) will not calculate automatically for page 4 lines 20Z, 20A, and 20AB. 📝 What to Do Instead The information has to be entered manually. Step 1: Enter the 199A information manually Since the feature is not available, you will need to enter the deduction information (and income) yourself for page 4 lines 20Z, 20A, and 20AB on the applicable return forms (1120-S and 1065). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 2022 Georgia Unborn Child Exemption Information in SureFire For Tax Year 2022, the deduction for dependent unborn children will be a subtraction on Line 12, Other Adjustments, of Georgia Form 500 Schedule 1. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide provides information on how to find and file Form 2553 (Election by a Small Business Corporation) in the SureFire software. 📊 Form 2553 Information Location Form 2553 is located in the Miscellaneous package within the software. ⚠️ Filing Method Please note that Form 2553 cannot be e-filed. It must be printed and mailed to the IRS. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers Key e-file limits for Form 8853. IRS has limited the form 8853 to only allow one of these forms per e-file.  For more information refer to the IRS.gov website. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 8879 Signature Indicator does not appear when signing documents with e-Signature using SureFire Install Version When the customer is signing their return documents with e-Signature, the indicator, Sign Here is not on the Form 8879. ❌ What’s happening This can occur when the PIN information for the taxpayer and spouse has not been completed on the Main Information form. 📊 Step-by-Step Guide Step 1: Complete PIN information on Main Information Use this when you need to ensure the Form 8879 shows the Sign Here indicator during e-Signature. Make sure the PIN information for the taxpayer and spouse is completed on the Main Information form. Step 2: Re-check the Form 8879 during e-Signature Use this after updating the PIN details. After completing the PIN information, sign again and confirm the Sign Here indicator appears on the Form 8879. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 8911 Alternative Fuel Vehicle Refueling Property Credit SureFire This form is not supported in SureFire ❌ Not Supported This form is not supported in SureFire. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 9465 in SureFire 9465 in Taxwsie 📚 What This Guide Covers Use Form 9465 to request a monthly installment plan when you cannot pay the full amount you owe. ⚠️ Before You Begin Use Form 9465 to request a monthly installment plan if the taxpayer cannot pay the full amount they owe shown on the tax return (or on a notice sent to you). Good to know: Most installment agreements meet the streamlined installment agreement criteria. Maximum term for streamlined agreement: 72 months In certain circumstances: you can have longer to pay or your agreement can be approved for an amount that is less than the amount of tax you owe Important: Before requesting an installment agreement, you should consider other less costly alternatives, such as getting a bank loan or using available credit on a credit card. 📊 Step-by-Step Guide Step 1: Confirm you need Form 9465 Use Form 9465 when the taxpayer cannot pay the full amount owed shown on the tax return (or on a notice sent to you). Step 2: Review streamlined agreement expectations Most installment agreements meet streamlined criteria, with a maximum term of 72 months. The maximum term for a streamlined agreement is 72 months. In certain circumstances, you can have longer to pay or your agreement can be approved for an amount that is less than the amount of tax you owe. Step 3: Consider less costly alternatives first Before requesting an installment agreement, consider other options that may cost less. Examples include getting a bank loan or using available credit on a credit card. Step 4: Attach or mail the request based on how you filed How you submit the return determines how you send this request to the IRS. When filing printed returns: this request should be attached to the front of the return before mailing. If the return has been previously filed electronically: this request should be printed and mailed alone to the IRS Service Center where the taxpayer would mail a paper return. Step 5: Get help if you have questions If you have questions about this request, contact IRS support. If you have any questions about this request, call 1-800-829-1040. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 990 Module is Not Installed When you go to start a 990 return, you may be met with a message that states that the module is not installed for that package. If you have purchased the business add-on for our software, and still receive this error, please give our support team a call at 800-516-9442. You may also utilize our online chat feature.  📊 Step-by-Step Guide Step 1: Start Your 990 Return Use this when you see a message that the 990 module is not installed for your package. When you go to start a 990 return, you may be met with a message that states that the module is not installed for that package. Step 2: Confirm You Purchased the Business Add-On Use this to verify the add-on you expected to be available. If you have purchased the business add-on for our software, and still receive this error, continue to the next step. Step 3: Contact Support Use this when the module still shows as not installed after purchasing the add-on. Please give our support team a call at 800-516-9442. You may also utilize our online chat feature.  📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 A GA unemployment compensation worksheet with GA withholding must be present for every Federal unemployment compensation worksheet with GA withholding. (GA 17) There are two 1099G worksheets in the return. This guide explains what to do with both forms and how to complete the GA unemployment compensation worksheet. ⚠️ Before You Begin Before finalizing your return, confirm the following: Both 1099G forms are filled in (if using both). The GA unemployment compensation worksheet is complete. You have selected the correct person on the GA worksheet (spouse or taxpayer). 📊 Step-by-Step Guide Step 1: Review the two 1099G worksheets Use this when you need to confirm which 1099G worksheets should be included. There are two 1099G worksheets in the return. If you are not using both, discard one. If you are using both, make sure both forms 1099G are filled in. Step 2: Complete the GA unemployment compensation worksheet Use this to ensure the GA worksheet matches the Federal worksheet with GA withholding. Also go to GA and make sure the GA unemployment compensation worksheet is complete. Make sure to mark spouse or taxpayer. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 A return was e-filed and accepted When the IRS has no record of the return, follow the steps below to get help and provide the correct tracking information. ⚠️ Before You Begin You will need: Submission ID (an electronic tracking number for the return) E-help Desk (Practitioners Only) phone number: (866) 255-0654 📊 Step-by-Step Guide Step 1: Contact the IRS E-help Desk Use this when you need to... When the IRS has no record of the return, contact the E-help Desk (Practitioners Only) at (866) 255-0654 and provide the Submission ID to the representative. Step 2: Find your Submission ID Use this when you need to... The Submission ID is an electronic tracking number for the returns. Where to find it: In the return, it is located on the EF Info form. In the E-file Manager, look under the column labeled E-file ID. In SureFire, it is located on top of the printed form 8879 or by hitting your F7 key while in the open return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide CoversWhat to do when diagnostics for an 1120 return prompts the Schedule M-1 write-in statement Diagnostic Error.📊 Step-by-Step GuideGo to Form 1120C.Select Pg. 5.Right-click on either Line(s) 4, 5, 7 or 8 entry field(s) that has an amount and select Link.    Click on the statement form under Create Link to New Form for that particular line. (Example: New Sch M1 Line 5 – Expenses Recorded on Books not Deducted)   Enter the associated Type and Amount in the provided entry fields. This will clear and move the entries on Pg.   After entering this information, you should not be prompted with the same Diagnostic Error when you run diagnostics again.📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 Access Violation Sending E-File during "Send Tax Return" Check the attached PDF file and make sure it's not too big, this is the biggest cause for PDF's for 'stock' related PDFs that have a ton of pages.  The only way to fix is to try reducing down the size, or to paper file the return. 📊 Step-by-Step Guide Step 1: Check the PDF size Use this when you need to confirm whether the PDF is too large. Check the attached PDF file and make sure it's not too big, this is the biggest cause for PDF's for 'stock' related PDFs that have a ton of pages.  Step 2: Reduce the PDF size or paper file Use this when the PDF is too large to send as an e-file. The only way to fix is to try reducing down the size, or to paper file the return. ❌ Common Errors Access Violation when sending the e-file is most commonly caused by an attached PDF that is too large—especially for 'stock' related PDFs with a ton of pages. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Acknowledgement advises mailing of Form 8453 What this guide covers ⚠️ Before You Begin You will need your acknowledgement report and Forms 8453 (if required). 📊 Step-by-Step Guide Step 1: Follow the acknowledgement statement Use this when you need to decide whether to mail Forms 8453. Sure-Fire prints a statement on the acknowledgment report, whether or not a PIN is used, reminding you to mail Forms 8453 for all accepted returns. This information is printed on all acknowledgments. If you filed a return and used the PIN, and the PIN was accepted, please disregard this statement. Also, check the Main Information Sheet to see if the return does qualify to use the PIN. In the self-select and practitioner PIN(s) section, select the Does this income tax return qualify to use a PIN check box. If this is Yes, then Form 8453 is not required. If this is No, then Form 8453 is required. ❌ Common Errors If you use an accepted PIN, do not mail Forms 8453—disregard the printed statement. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 ACRS vs. MACRS General Depreciation This article explains the difference between ACRS (Accelerated Cost Recovery System) and MACRS (Modified Accelerated Cost Recovery System), including when each system applies and where to find more details from the IRS. ⚠️ Before You Begin Before you start, it helps to know the general timing rules: ACRS applies to property first used before 1987. MACRS is the current tax depreciation system and is used for most property placed in service after 1986. 📚 What is ACRS? ACRS - Accelerated Cost Recovery System (ACRS) ACRS applies to property first used before 1987. It is the name given to tax rules for getting back (recovering) through depreciation deductions the cost of property used in a trade or business or to produce income. These rules are mandatory and generally apply to tangible property placed in service after 1980 and before 1987. If you placed property in service during this period, you must continue to figure your depreciation under ACRS. For more information on ACRS, what can and cannot be depreciated under ACRS and how to figure the deduction, see IRS Publication 534 - Accelerated Cost of Recovery System (ACRS). 📚 What is MACRS? MACRS - Modified Accelerated Cost Recovery System (MACRS) MACRS is the current tax depreciation system in the United States. Under this system, the capitalized cost (basis) of tangible property is recovered over a specified life by annual deductions for depreciation. MACRS is used to recover the basis of most business and investment property placed in service after 1986. MACRS consists of two depreciation systems, the General Depreciation System (GDS) and the Alternative Depreciation System (ADS). Generally, these systems provide different methods and recovery periods to use in figuring depreciation deductions. For more information on MACRS, what can and cannot be depreciated under MACRS and how to figure the deduction, see IRS Publication 946 - Figuring Depreciation under MACRS. 📝 Note To change an asset from MACRS to ACRS or vice versa in , override the Method and Convention on the Fixed Asset worksheet. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 ACTC/CTC not calculating for ITIN for SureFire 2018 2018 - The credit for CTC or ACTC did not calculate. This article explains the SSN requirements for the Child Tax Credit (CTC) and the Additional Child Tax Credit (ACTC) for tax year 2018, and why credits may not calculate when an ITIN is used. ⚠️ Before You Begin These credits depend on whether your qualifying child has the required identification type and timing: SSN must be valid for employment SSN must be issued before the due date of your 2018 return (including extensions) If the child does not qualify for CTC/ACTC, you may still be able to claim a credit for other dependents using a different type of taxpayer identification number issued on or before the due date 📚 What is CTC? CTC: Social security number (SSN) required for child tax credit. Your child must have an SSN valid for employment issued before the due date of your 2018 return (including extensions) to be claimed as a qualifying child for the child tax credit or additional child tax credit. If your child doesnt qualify you for the child tax credit but has a taxpayer identification number issued on or before the due date of your 2018 return (including extensions), you may be able to claim the new credit for other dependents for that child. 📚 What is ACTC? ACTC: What's New New social security number (SSN) requirement for a qualifying child. To claim the ACTC, your qualifying child must have the required SSN. The required SSN is one that is valid for employment and that is issued before the due date of your 2018 return (including extensions). If you have a qualifying child who does not have the required SSN, you cannot use the child to claim the ACTC on either your original or an amended 2018 return. If your qualifying child does not have the required SSN but has another type of taxpayer identification number issued on or before the due date of your 2018 return (including extensions), you may be able to claim the new credit for other dependents for that child. See your tax return instructions for more information about claiming the credit for other dependents. 📊 Why the credit may not calculate in SureFire 2018 Use this when you need to understand why CTC/ACTC did not calculate. If the qualifying child does not have the required SSN valid for employment issued before the due date of the 2018 return (including extensions), the child cannot be used to claim the ACTC on the original or amended 2018 return. If the child does not qualify for the child tax credit but has another taxpayer identification number issued on or before the due date (including extensions), you may be able to claim the credit for other dependents instead. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide CoversThis guide shows you how to add a 1099-MISC form to your return.⚠️ Before You BeginOpen your return and make sure you know how to access the program bar forms list.📊 Step-by-Step GuideStep 1: Add the formYou can add a 1099-MISC form to your return like any other form by clicking on the Add/Display Forms List button at the top of your program bar. Once opened, simply search for the 1099 MISC and it should appear.Step 2: Choose where to attach itAfter you click to add it, a new window will open asking if you would like to attach the form to an existing form in the return or add a new form to attach the 1099 MISC to.Step 3: Complete the formAfter the form has been added to the return, you will need to fill out the 1099 MISC to completion for the information to carry forward from the 1099 MISC to the relevant forms in the return.                                                                                                    📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

📚 What This Guide Covers This guide explains how to add a second Schedule E. 📊 Step-by-Step Guide ⚠️ Before You Begin You should already have your Schedule E screen open and be ready to edit your form list. Step 1: Open the form list Click the Add Form/Display Form List tab, or press CTRL+F10. Step 2: Find the Schedule E option In the Look for box, type Sch E dup, then click Open. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide shows you how to: Add a state into a 1065 or 1120 return ✅ Steps In the software, you will need to add the state(s) in the State/Est form. To add this form to the return, press F10 (or go to add form at the top of the return), type State/Est, and double-click it. Once the form is added, go to the column labeled state return is needed and select the checkbox next to the state(s) you need. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide CoversThis guide shows you how to enter more than 4 dependents on a return.⚠️ Before You BeginMake sure you have the Main Information Sheet open in your return.📊 Step-by-Step GuideStep 1: Enter the first 4 dependentsEnter the first 4 dependents on the Main Information Sheet.Step 2: Link to the Additional Dependent WorksheetOn Form 1040, click the first line of the Dependent Information section for the dependent's first name.Press F9, or right-click and opt to link to a New Additional Dependent Worksheet.Step 3: Complete the additional dependentsEnter additional dependent information on this worksheet.You need to manually enter the last name of each dependent on this worksheet, even if it is the same as the taxpayer's last name.If your client qualifies for the Earned Income Credit (EIC) or the Child Care Credit, you must enter the dependents who qualify for this on the Main Info Sheet itself.📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 Adding state forms to a return This guide shows you how to:Follow the steps below - Adding state forms to a return ⚠️ Before You BeginYou will need access to your Sure-Fire tax software and the return you are working on. 📊 Step-by-Step Guide To activate a state you have purchased and installed, enter that state's abbreviation in the Address Information section of the Main Information Sheet of the return. The return for that state then appears in the forms tree, and you can add forms for that state as needed, in addition to the federal forms.   On the taxpayer W-2 or 1099s, enter the state wages at the bottom. If no state is being used, mark the box for no state.   If an installed state does not show up or disappears, go to the Main Info form, remove the state abbreviation and then re-enter it.   To add multiple states to a return, add up to 9 total abbreviations in the Resident, Non-Resident, or Part-Year Resident sections.   Notes: If you only have one state included in your installation, those forms automatically load with each return.   For the steps above to work as expected, you must have first downloaded and installed the forms for the state(s) you want to add. To check what states you have installed on your computer, on the Tools menu, click Utilities/Setup Options. In the Utility program, go to Setup, then click View Authorization to see all the Federal and State programs you have loaded, along with the versions. ❌ Common ErrorsIf something doesn’t show up or looks incorrect, double-check that you linked the right statement lines and try again. 📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 Adding state forms to a return To activate a state you have purchased and installed, you will enter the state abbreviation in the return. Then you can add state forms as needed (in addition to the federal forms). ⚠️ Before You Begin For the steps above to work as expected, you must have first downloaded and installed the forms for the state(s) you want to add. You can check what states you have installed on your computer by going to the Help Menu and clicking View Authorization to see all the Federal and State programs you have loaded, along with the versions. 📊 Step-by-Step Guide Step 1: Activate the state in the return Use this when you need to activate a state you purchased and installed. To activate a state you have purchased and installed, enter that state's abbreviation in the State Information section of the Main Information Sheet of the return. The return for that state then appears in the forms tree, and you can add forms for that state as needed, in addition to the federal forms. If a state return is not needed then check the box stating that you are not preparing a state return. Step 2: Enter state wages on the taxpayer W-2 or 1099s Use this when you need to report state wages. On the taxpayer W-2 or 1099s, enter the state wages at the bottom. Step 3: Add multiple states to a return (up to 9) Use this when you need more than one state on the same return. To add multiple states to a return, add up to 9 total abbreviations in the Resident, Non-Resident, or Part-Year Resident sections. ✅ Notes If you only have one state included in your installation, those forms automatically load with each return. For the steps above to work as expected, you must have first downloaded and installed the forms for the state(s) you want to add. To check what states you have installed on your computer, on the Help Menu click View Authorization to see all the Federal and State programs you have loaded, along with the versions. ❌ Troubleshooting If an installed state does not show up or disappears, go to the Main Info form, remove the state abbreviation and then re-enter it. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Additional Dependents This guide shows you how to enter more than 4 dependents on a return. ⚠️ Before You Begin Make sure you’re editing the correct return and have access to the Main Information Sheet. 📊 Step-by-Step Guide Step 1: Enter the first 4 dependents Enter the first 4 dependents on the Main Information Sheet. Step 2: Link to the Additional Dependent worksheet On Form 1040, click the first line of the Dependent Information section for the dependent's first name. Press F9, or right-click and opt to link to a New Additional Dependent worksheet. Step 3: Enter the remaining dependent information Enter additional dependent information on this worksheet. You need to manually enter the last name of each dependent on this worksheet, even if it is the same as the taxpayer's last name. If your client qualifies for the Earned Income Credit (EIC) or the Child Care Credit, you must enter the dependents who qualify for this on the Main Info Sheet itself. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Address for NY IT-201 vouchers Use this address and payment guidance when sending your payment and payment voucher for NY IT-201. 📬 Mailing Address Send your payment and payment voucher to: State Processing Center P.O. Box 15555 Albany, NY 12212-5555 📝 Payment Instructions The check or money order should be payable to New York State Income Tax for the full amount owed, and write the client's Social Security number and 20xx Income Tax (where 20xx represents the tax year for which you are paying) on the check. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers How to enter interest adjustments on Schedule B (Federal and state columns). 📊 Step-by-Step Guide Step 1: Make the Federal adjustment (Schedule B) If you have an adjustment for the Federal return, use the Schedule B interest columns. On Schedule B, line 1b, link (F9) to the New Interest Statement: Schedule B Line 1b Interest Income. Find the column named NAEOB. Mark: N = Nominee A = Accrued E = Tax-Exempt O = OID Adjustment B = Amortized Bond Premium Use the NAEOB amount column to enter the related amount (nominee/accrued/exempt/OID/amortized bond). See the F-1 help for Schedule B and the statement for more information. If you’re unfamiliar with these adjustments, consult a tax reference such as IRS Publication 17. Step 2: Make the state adjustment (State adjust column) Use this when your state taxes interest differently than the Federal government. Go to the State adjust column on the Interest Worksheet. Enter either a + or - to show whether the interest should be added or subtracted from the state return. Then enter the amount taxed differently from Federal. Some states may use this column differently—check the F1 help on state forms. Example: Interest is tax-exempt for Federal purposes, but taxable for your state. Go to the NAEOB column and enter E, then enter the tax-exempt amount. Go to the State Adjust column and enter a + and the amount of the interest that is taxable to your state. The income will be shown as tax-exempt on the Federal return, and taxable on the state return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 AL Standard Deduction - Is there an additional amount added to the AL standard deduction for taxpayer(s) over 65 Itemized or Standard Deduction You have the option to either itemize your deductions or you may claim the optional Standard Deduction. You should compute your deduction both ways to determine the option that gives you the larger deduction. ⚠️ Before You Begin You may need to consider the following before choosing your deduction method: If you elect to claim the Standard Deduction on your return and it later becomes necessary to change to itemized deductions, you may do so by filing an amended return. If married and filing separate returns, both spouses must claim the same deduction unless the spouses have lived apart for the entire year, in which case each spouse may claim either deduction. However, neither spouse may claim a deduction for expenses paid by the other. See the instructions for Schedule A for items that may be claimed as an itemized deduction. Part-year residents of Alabama may claim only the itemized deductions actually paid during the period of Alabama residency. 📊 Step-by-Step Guide Step 1: Decide whether to itemize or claim the Standard Deduction You should compute your deduction both ways to determine the option that gives you the larger deduction. Step 2: If you choose to itemize your deductions Use this when you want to claim itemized deductions. If you elect to itemize your deductions, you should check box a on line 11 and complete and attach Schedule A. Step 3: If you choose the Standard Deduction Use this when you want to claim the optional Standard Deduction. If you elect to claim the Standard Deduction, you must check box b on line 11 and use the Standard Deduction chart on page 9 to determine your allowable deduction. Step 4: Understand how dependents and students can claim the standard deduction Use this to confirm eligibility for the standard deduction. A dependent or student may take the standard deduction even if claimed as a dependent by someone else. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 AL40NR-915: "Driver's License Number must be present." Where this appears: //ReturnState/AuthenticationHeader/PrimDrvrLcnsOrStateIssdIdGrp/DrvrLcnsNum What this means: The system is indicating that the Driver's License Number is required, but the information was not provided in the correct way. ⚠️ Before You Begin Make sure the correct option is selected so the software knows you are providing a Driver's License Number. 📊 Step-by-Step Guide Step 1: Check the Main information selection Use this when you need to correct the selection that determines how your Driver's License information is submitted. On the Main information, confirm that the wrong box is not checked. Step 2: Select "Provided Drivers License" Use this when you need to indicate that you are providing a Driver's License Number. Change the selection to Provided Drivers License. Step 3: Resubmit Use this when you need to re-send the corrected information for processing. After updating the selection, resubmit the information. ✅ Success! This should resolve the validation message by ensuring the Driver's License Number is treated as present in the submission. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 All K-1 details not listed on Sch E This guide explains how SurefireTaxSoftware handles K-1 details on Schedule E when you have more than four Schedule K-1 forms. 📚 What This Guide Covers How IRS instructions are applied when there are more than four Schedules K-1. Where unlisted K-1 totals appear on Schedule E. How to get a detailed list using the Schedule K-1 Detail Report. 📊 How It Works on Schedule E Use this when you need to understand why some K-1 details are combined on Schedule E. 📝 IRS Instruction Summary In accordance with IRS instructions, when there are more than four Schedules K-1, all other K-1 information is added together on the fourth line. The last line's description is All Others, and the totals from K-1s which are not listed are added on this line. All the information is calculated. 📄 Getting a Detailed List 💡 Detailed Report Option If you would like a detailed list, the Schedule K-1 is printed as a Schedule K-1 Detail Report, rather than separate K-1 Worksheets. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Allocating deductions due to tax-exempt interest on Form 1041 This guide explains how to allocate deductions related to tax-exempt interest on Form 1041. ⚠️ Before You Begin You will need access to Form 1041 (page 1) so you can link to the correct worksheet. 📊 Step-by-Step Guide Step 1: Link to the worksheet on Form 1041 Use this when you need to allocate deductions due to tax-exempt interest. To allocate deductions due to tax-exempt interest, link on Form 1041, page 1, line 10, 11, 12, or 14 for a worksheet. Step 2: Enter the deductions using the worksheet Use this to make sure the deductions are entered in the correct places. Follow the instructions on the worksheet to enter the deductions. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This article explains how to allocate Schedule C income across multiple states. ⚠️ Before You Begin Confirm you’re working with the correct client state setup and that the relevant state entries are available. 📊 Step-by-Step Guide Step 1: Use the Resident/Nonresident Worksheet Use this when you need to assign income amounts to the correct resident vs. nonresident states. To correctly allocate Schedule C income between your clients' resident state and other, nonresident states, navigate to the Resident/Nonresident Worksheet, and then override the appropriate fields on the Sch C, CEZ line. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Amend a previously amended return Form 1040X can be duplicated if you need to amend a previously amended return. ⚠️ Before You Begin If you want to save the first amended return, you must: Enter the first 1040X Lock the figures in column C using the F8 override key in each box 📊 Step-by-Step Guide Step 1: Lock the figures from the first amended return Use this when you need to save the first amended return. Go to each box in column C and press F8 on page 1 of the 1040X. Step 2: Create a new 1040X form Use this when you are ready to amend again. Next, open a new 1040X form. Step 3: Block the original figures Use this to prevent the original figures from being overwritten. Check the box under income and deductions to block the original figures. Step 4: If the state return is affected Use this when changes to the federal return also impact the state return. If the state return is affected, open the State Amendment form and block the original amounts before making changes to the return. Then make the necessary changes to the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Amended CA Return With the 2017 tax year, the form name for amending a CA return changed. Instead of the 540X, you will use the CA Sch. X to reconcile differences between the original and amended returns. 📊 Step-by-Step Guide Step 1: Find the CA 540 amended indicator Open the CA 540 in your return and locate the checkbox at the top that indicates it is an amended return. Step 2: Add CA Sch. X To add Sch X to a CA return, right-click the checkbox at the top of the CA 540 that states it is an amended return.                                                                                                     📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Amended return check box does not appear on Form 1065 This article explains why the Amended Return check box may not show on Page 1 of Form 1065 in SureFire, and what you should do instead. ❌ Problem On Page 1 of Form 1065, the Amended Return check box does not appear on the screen, but if you Print Preview the form, it does appear. 🛠️ Resolution Use this when you need to amend a Form 1065. ⚠️ Important Note Currently, SureFire does not support e-filing the amended 1065 form. Step 1: Use the correct amended form To amend your return, use Form 1065X. Step 2: Mail the amended return Mail Form 1065X to the IRS. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Amending 1040X for 2020 and Newer - Amending 1040X This guide explains what you need to do to amend a return using 1040X for 2020 and newer. ⚠️ Before You Begin Please make sure you are at Version 34.06 in the Software and Version 9 of 1040. If you are not on those versions, follow the steps below to update first. 📊 Step-by-Step Guide Step 1: Get the required program and module updates If you are not already on the required versions, you must update before amending. If not, first get each of those updates by going to Communications and in drop-down select Get PROGRAM updates. Once that is updated go back to Communications and Get MODULE updates. You will need to restart the Program. Step 2: Add 1040X to the return and make the changes After everything is fully updated, you can amend the return. Once they both are completely updated, you add the 1040X to the return make the changes. But for the state of CA you will need to change the answer to NO where it ask do you want to electronically file or any other state. Step 3: Check for errors and e-file Only e-file after confirming there are no errors on the 1040X. Then if there is no errors on the 1040X you will be able to e-file it. It will show as 1040 but 1040X will be included with the e-file. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains when you can duplicate Form 1040X and how to amend an already-amended return. ⚠️ Before You Begin Have your original amended Form 1040X information available so you can lock and reuse the correct figures. 📊 Step-by-Step Guide Step 1: Duplicate the amended return (if needed) Form 1040X can be duplicated if you need to amend an Amended return. Step 2: Amend the Amended return To amend an Amended return: If you want to save the first Amended return, go into the first Form 1040X and lock the figures in column C by pressing the F8 override key on each entry. Go to each entry in column C and press F8 on page 1 of Form 1040X. Next, open a new Form 1040X. Mark the Income and Deductions checkbox to lock in the original amounts. If the state return is affected, open the state amend form and lock the original amounts as well before making changes to the return. Make the necessary changes in the return, and then click Save. ❌ Common Errors If the amounts you change do not carry as expected, confirm you locked the original figures in the correct columns before editing. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide CoversLearn why SureFire does not automatically calculate Form 1040X from Form 1040NR and what to do to complete Form 1040X.📊 Step-by-Step GuideStep 1: Understand the reasonWhy you see this behavior.This occurs because SureFire does not automatically calculate Form 1040X based on Form 1040NR. To complete Form 1040X, you need to override the fields on the form or print a blank copy to fill out by hand.📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 Amending Form 1040NR This guide explains what to do when you try to amend Form 1040NR and the information does not carry over to Form 1040X. ❗ Problem When you try to amend Form 1040NR, none of the information is carried to Form 1040X. 🛠️ Resolution Use this when you need to complete Form 1040X after working with Form 1040NR. Step 1: Know how Form 1040X is handled InSureFire, Form 1040X is not automatically calculated based on Form 1040NR. Step 2: Complete Form 1040X manually To complete form 1040X, you need to override the fields or print a blank version to fill out by hand. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Amending return to change from MFS to MFJ This guide explains how to amend your return to change your filing status from Married Filing Separately (MFS) to Married Filing Jointly (MFJ), based on IRS Publication 501. ⚠️ Before You Begin You will need: Form 1040X (amended return) 📚 What This Guide Covers Changing from separate returns to a joint return by filing an amended return using Form 1040X Timing rules for when you can switch to MFJ Limitations after you file a joint return 📝 Step-by-Step Guide Step 1: File an amended return to switch from MFS to MFJ You can change your filing status from a separate return to a joint return by filing an amended return using Form 1040X. Step 2: Make sure you are within the allowed time window You generally can change to a joint return any time within 3 years from the due date of the separate return or returns. This does not include any extensions. Step 3: Confirm what counts as a “separate return” A separate return includes a return filed by you or your spouse claiming married filing separately, single, or head of household filing status. 🚫 Important Rules to Know ❌ Separate Returns After Joint Returns Once you file a joint return, you cannot choose to file separate returns for that year after the due date of the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Amortize points on the Schedule A This guide explains how to enter points that are not reported on Form 1098, and how SureFire handles amortization and related deduction rules. ⚠️ Before You Begin You may need the following information if you are amortizing points: Description Date placed in service (date of loan) Cost or basis (amount paid for points) Method (select AMORTIZ) Recovery period (length of loan) 📊 Step-by-Step Guide Step 1: Enter points not reported on Form 1098 Use this when you need to enter points that are not shown on Form 1098. Enter the amount of points not reported on Form 1098. Step 2: Link to the Depreciation Worksheet (if amortizing) Use this when you are amortizing points over the life of the loan. If you are amortizing points over the life of the loan, link to a Depreciation Worksheet from this field. On the Depreciation Worksheet, fill in the following: Description Date placed in service (date of loan) Cost or basis (amount paid for points) Method (select AMORTIZ) Recovery period (length of loan) SureFire calculates the deductible amount and sends it to this field. Step 3: Understand which points are generally deductible Use this to determine whether the points you paid are deductible. Points are shown on the taxpayer's settlement statement. Points paid only to borrow money are generally deductible over the life of the loan. See IRS Publication 936 to figure the amount the taxpayer can deduct. Points paid for other purposes, such as for a lenders services, are not deductible. Step 4: Refinancing rules Use this when the points relate to refinancing a mortgage. Refinancing Generally, taxpayers must deduct points paid to refinance a mortgage over the life of the loan. This is true even if the new mortgage is secured by the taxpayer's main home. Step 5: If proceeds were used to improve the main home Use this when part of the loan proceeds were used for home improvements. If the taxpayer used part of the proceeds to improve his or her main home, you may be able to deduct the part of the points related to the improvement in the year paid. See Publication 936 for details. Step 6: If the mortgage was paid off early Use this when the taxpayer paid off the mortgage before the end of the loan term. If the taxpayer paid off a mortgage early, deduct any remaining points in the year he or she paid off the mortgage. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers Learn how to report amortized points and related mortgage interest entries from Form 1098. ⚠️ Before You Begin Have your Form 1098 available so you can enter the amounts shown in the correct sections. 📊 Step-by-Step Guide Step 1: Enter the right amounts based on how the points were reported Use this when you need to enter amortized points information from Form 1098. Home Mortgage Interest and Points from Form 1098   Enter the amount of home mortgage interest and points reported on Form 1098 if you have not entered it elsewhere in the return. For limitations on the amount of home mortgage interest that the taxpayer can deduct, press SHIFT+F1 for the IRS instructions, and also see IRS Publication 936. Generally, points reported in box 2 of Form 1098 are deductible in the year paid. See the instructions on the back of Form 1098 for more information. If Form 1098 box 3 shows a refund of overpaid interest, do not reduce the deduction by the refund. Instead, see the instructions on Form 1098 for box 3.   Points Not Reported on Form 1098   Enter the amount of points not reported on Form 1098. If you are amortizing points over the life of the loan, link to a Depreciation Worksheet from this field. On the Depreciation Worksheet, fill in the description, date placed in service (date of loan), cost or basis (amount paid for points), method (select AMORTIZ), and recovery period (length of loan). Sure-Fire calculates the deductible amount and sends it to this field. Points are shown on the taxpayer's settlement statement. Points paid only to borrow money are generally deductible over the life of the loan. See IRS Publication 936 to figure the amount the taxpayer can deduct. Points paid for other purposes, such as for a lender’s services, are not deductible.   Refinancing   Generally, taxpayers must deduct points paid to refinance a mortgage over the life of the loan. This is true even if the new mortgage is secured by the taxpayer's main home. If the taxpayer used part of the proceeds to improve his or her main home, you may be able to deduct the part of the points related to the improvement in the year paid. See Publication 936 for details. If the taxpayer paid off a mortgage early, deduct any remaining points in the year he or she paid off the mortgage.   ❌ Common Errors Double-check that you’re entering points in the right place for the year and scenario described on Form 1098. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Amount reported on IRA worksheet Line 20 does not flow to Sch 1 Line 32 in SureFire The amount reported on IRA worksheet line 20 Roth IRA contributions are not deductible. See additional information below. Line 11 of the IRA worksheet will flow to Sch 1 line 32 ⚠️ Before You Begin Roth IRA contributions reported on IRA worksheet line 20 are not deductible, so they will not flow to Sch 1 line 32. 📝 Roth IRAs You cannot deduct contributions to a Roth IRA. Copy and paste link below into your web browser to see the information for Roth IRA' deduction https://www.irs.gov/retirement-plans/roth-iras 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Amounts not flowing between M1PR Pg 1 - Amounts from a MN Individual return Issue: Amounts coming from MN CRP combined with the Form MN M1PR Pg 1 are not flowing to the MN M1PR Wkt 1. Specifically, this affects Worksheet 3, line 1 on the Form MN M1PR Wkt 1. ⚠️ Before You Begin Worksheet states renters credit is for residents of nursing home, adult foster care homes, immediate care facilities or group homes. Please make sure to select the options that apply for the program to calculate properly on MN M1PR Pg 1. 📊 Step-by-Step Guide Step 1: Confirm the renters credit program applies Use this when you need to verify the worksheet program context. Worksheet states renters credit is for residents of nursing home, adult foster care homes, immediate care facilities or group homes. Step 2: Select the correct options on MN M1PR Pg 1 Use this to ensure amounts calculate and flow correctly to MN M1PR Wkt 1 (Worksheet 3, line 1). Please make sure to select the options that apply for the program to calculate properly on MN M1PR Pg 1. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Amounts reported on Line 20 on IRA worksheet does not report on Sch 1 Line 32 The amount reported on IRA worksheet line 20 Roth IRA contributions are not deductible. See additional information below. Line 11 of the IRA worksheet will flow to Sch 1 line 32 ⚠️ Before You Begin Roth IRA contributions are handled differently than deductible IRA contributions. 📝 What This Means The amount on IRA worksheet line 20 for Roth IRA contributions is not deductible, so it will not report on Sch 1 line 32. 💡 Roth IRAs You cannot deduct contributions to a Roth IRA. Copy and paste link below into your web browser to see the information for Roth IRA' deduction https://www.irs.gov/retirement-plans/roth-iras 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Apply For ITIN Button Grayed Out In SureFire SureFire allows you to start a new return for individuals wanting to apply for an ITIN without having to enter a Social Security number. ⚠️ Before You Begin Make sure you: Log into SureFire under GUEST User. Close any open return before starting. 📊 Step-by-Step Guide Step 1: Log in as Guest Use this when you need to access the ITIN application flow without entering a Social Security number. Log into SureFire under GUEST User. Step 2: Close any open return Use this to prevent conflicts when starting a new return. Close any open return. Step 3: Open the Apply for ITIN option Use this to start the ITIN return. Click the File menu. Click Apply for ITIN or press Ctrl+I. Step 4: Confirm SureFire opens the new return Use this to verify the process completed successfully. SureFire completes the SSN and Re-key SSN fields for you and opens a new return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Arizona Families Tax Rebate for Tax Year 2023 This article explains how the Arizona Families Tax Rebate is treated for federal and Arizona income tax purposes, how taxpayers will receive Form 1099-MISC, and where to find more information. ⚠️ Before You Begin Before preparing your 2023 tax return, review how the rebate should be reported: Federal: The Internal Revenue Service has determined the rebate is subject to federal income tax. Arizona: The rebate is not subject to Arizona income tax. 📌 Key Information Arizona Families Tax Rebate was issued pursuant to Senate Bill 1734, as passed by the fifty-sixth legislature, first regular session, and signed into law by the governor. Step 1: Understand federal tax treatment (IRS) The IRS has determined that the rebate is subject to federal income tax. The rebate requires it to be reported as part of the federal adjusted gross income on the 2023 federal income tax return. Step 2: Know what form you will receive (Form 1099-MISC) Because the rebate is treated as taxable for federal purposes, ADOR will issue a tax form. For this reason, the Arizona Department of Revenue (ADOR) is issuing a Form 1099-MISC, Miscellaneous Information, which reports miscellaneous compensation and other payments such as this rebate. Step 3: Understand Arizona tax treatment (subtract from AGI) Arizona treatment is different than federal treatment. Note that the rebate is not subject to Arizona income tax and should be subtracted from the federal adjusted gross income on the 2023 Arizona individual income tax return. Step 4: Access your Form 1099-MISC online ADOR provides the form electronically through a secure portal. ADOR will provide taxpayers Form 1099-MISC online through its secure portal. Taxpayers will be able to access the Form 1099-MISC on and after January 31, 2024 by visiting AZTaxes.gov. Step 5: Get more information Use the official ADOR resource for taxability details and FAQs. For more information on the Arizona Families Tax Rebate taxability and frequently asked questions, visit azdor.gov/arizona-families-tax-rebate. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Asset Entry: Section 179 deduction and luxury auto limits This guide explains how the program handles IRS limitations when entering vehicle information for Section 179 and luxury auto rules. 📊 Step-by-Step Guide Step 1: Enter the vehicle limitation amount Certain vehicles are subject to limitations by the IRS.  Step 2: Understand what happens if you enter more than the limit When more than the limitation is entered for a vehicle which is subject to those limitations, the excess amount is disregarded by the program. See the IRS instructions for Form 4562 for further information on automobile limitations. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Asset Entry: Section 179 deduction and luxury auto limits Certain vehicles are subject to limitations by the IRS. When more than the limitation is entered for a vehicle which is subject to those limitations, the excess amount is disregarded by the program. ⚠️ Before You Begin See the IRS instructions for Form 4562 for further information on automobile limitations. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide CoversThis guide explains how to attach a 3115 form to a tax return for various return types.⚠️ Before You BeginYou will need:Access to the MAIN INFORMATION sheet of the Individual Return📊 Step-by-Step GuideStep 1: Access Main Information SheetNavigate to the MAIN INFO sheet of the Individual Return.Step 2: Locate 3115 Form SectionGo down to the section labeled [What forms are you electronically filing] (about 80% down) and find the checkbox for the 3115 form. Mark it and browse to attach the form.📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 Title: Attachments to Form 8453 Acceptable attachments to Form 8453 include the items listed below. 📋 What You Need Use the following forms and supporting documentation when attaching to Form 8453. 📎 Acceptable Attachments Acceptable attachments to Form 8453 include: Form 1098-C, Contributions of Motor Vehicles, Boats, and Airplanes (or acceptable documentation/required donor documentation) Form 2848, Power of Attorney and Declaration of Representative (or POA that states the agent is granted authority to sign the return) Form 3115, Application for Change in Accounting Method Form 3468, Computation of Investment Credit (if Historic Structure Certificate is required) attach a copy of the first page of NPS Form Description of Rehabilitation), with an indication that it was received by the Department of the Interior or the State Historic Preservation Officer, together with proof that the building is a certified historic structure (or that such status has been requested) Form 4136, Credit for Federal Tax paid on Fuels (if certificate and/or reseller statement is required) -attach the Certificate for Biodiesel and, if applicable, Statement of Biodiesel Reseller or a certificate from the provider identifying the product as renewable diesel and, if applicable, a statement from the seller Form 5713, International Boycott Report Form 8283, Non-Cash Charitable Contributions, Section A (if any statement or qualified appraisal is required) or Section B, Donated Property, and any related attachments (including any qualified appraisal or partnership Form 8283) Form 8332, Release of Claim to Exemption for Children of Divorced or Separated Parents (or certain pages from a post-1984 decree or agreement, see instructions) Form 8858, Information Return of U.S. Persons with Respect to Foreign Disregarded Entities Form 8864, Biodiesel and Renewable Diesel Fuels Credit attach the certificate for Biodiesel and, if applicable, Statement of Biodiesel Reseller or a certificate from the provider identifying the product as renewable diesel and, if applicable, a statement from the reseller Form 8885, Health Coverage Tax Credit, and all required attachments Form 8949, Sales and other Dispositions of Capital Assets (Form 1040) (or a statement with the same information), if you elect not to include your transactions on the electronic short-term capital gain (loss) or long-term capital gain (loss) records 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Automatic Debit for Electronically Filed Balance Due Returns (SureFire) If you will file the return electronically, the taxpayer can choose to have the payment transferred from his or her checking or savings account on a specified day. ⚠️ Before You Begin You will need the following information to complete the ACH 1040/ES setup: Taxpayer bank account number Bank routing number 📊 Step-by-Step Guide Step 1: Choose whether to use Automatic Debit Select this option only if you want the payment transferred from the taxpayer’s checking or savings account on a specified day. To select this option, select Yes on this line and continue to the ACH 1040/ES form. If you do not want Automatic Debit, select No. Step 2: Complete the ACH 1040/ES form (if you selected Yes) Use the ACH 1040/ES form to set up the electronic debit. After selecting Yes, complete the ACH 1040/ES form. Step 3: Enter bank details in both required places These details must match across both forms. You must enter the taxpayer's bank account number and the bank's routing number on both the ACH 1040/ES form and the Main Information Sheet. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 AZ 140PY - The 2019 tax program is limiting the excludable wage amount at $3,000 Members of the U.S. armed forces may subtract pay received for active duty military service, including pay for serving in a combat zone or an area given the treatment of a combat zone. If you are a member of the U.S. armed forces, you may subtract the amount of pay received for active duty military service that you had to include in your Arizona gross income. ⚠️ Before You Begin Make sure you have your 2019 federal return available so you can identify the correct amount of pay. 📊 Step-by-Step Guide Step 1: Identify the amount to subtract Use this when you need to confirm the exact pay amount that was included in Arizona gross income. Enter only that amount of pay reported on your 2019 federal return that you also included on line 15 in the ARIZONA column. Step 2: Enter the amount in the correct place Use this when you are entering the subtraction amount in the Arizona program. In the Arizona column, enter only the pay amount that matches what you included on line 15. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Balance sheet printing blank on an 1120 return in SureFire This article explains how to resolve an issue where the balance sheet printing is blank on a Form 1120 return in SureFire. ⚠️ Before You Begin Have your Form 1120 open in SureFire so you can navigate to the correct page and line. 📊 Step-by-Step Guide Step 1: Navigate to the correct location on Form 1120 Use this when you need to find the setting that affects Schedules L. Go to Form 1120, page 4, line 13. Step 2: Check the Schedules L prompt Use this when you need to address the blank balance sheet printing. Under "Do you want to complete Schedules L 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Bank Product Application: Taxpayer Advance Only (Preparer Fees Not Included) This guide explains what the red note means when you select Taxpayer Advance Only in SureFire - Bank Product Application. ⚠️ Before You Begin When you select Taxpayer Advance Only, the application will show a red note on the return that confirms the following condition. 📝 What the Red Note Means There is a note in red writing on the return: If you selected Taxpayer Advance Only. With this product, fees are not withheld from your the taxpayer's refund. You are responsible for collecting your fees for the taxpayer. Check here to confirm that you understand and agree to this condition for Tax Payer Advance Only. 📋 Important Application Instructions When selecting Tax Payer Advance Only, please retain the Advance Application. You may discard the Refund Disbursement Application. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Bank product statutes in Arkansas The statutes impose certain obligations on tax preparers in terms of notices and disclosures to taxpayers, as well as restrictions on certain types of fees. We strongly recommend that you familiarize yourself with the statutes in your jurisdiction. ⚠️ Before You Begin We strongly recommend that you familiarize yourself with the statutes in your jurisdiction. 📚 Statute References ARKANSAS A.C.A. 4-116-107 http://law.justia.com/arkansas/codes/2010/title-4/subtitle-7/chapter-116/4-116-107 ILLINOIS Business Transactions http://www.ilga.gov/legislation/ilcs/ilcs3.asp?ActID=2320ChapterID=67 NEW YORK N.Y. Tax Law 32 http://www.tax.ny.gov/pdf/memos/multitax/m09_11c_9i_10m_3mctmt_4r_15s.pdf MARYLAND MD Code, Commercial Law, 14-3806 http://law.justia.com/codes/maryland/2010/commercial-law/title-14/subtitle-38 MAINE ME. Rev. Stat. Ann. tit. 9-A, 10-310 http://www.mainelegislature.org/legis/statutes/9-a/title9-Asec10-310.html 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide CoversTo complete returns for domestic partners/civil unions, this guide shows you how to:Prepare Federal returns and decide the primary taxpayerLoad and configure Form 1040X in Sure-FireComplete the state portion and file using the correct method⚠️ Before You BeginYou will need your Federal and state information for both domestic partners/civil unions.📊 Step-by-Step GuideStep 1: Prepare and e-file separate Federal returnsPrepare and e-file separate Federal returns for each domestic partner.Step 2: Decide the primary taxpayerOnce both Federal returns have been accepted, decide which domestic partner will be the primary taxpayer.Step 3: Open the primary taxpayer’s Federal return and load Form 1040XOpen the Federal return for the primary taxpayer and load Form 1040X.Even though you are not truly amending the return, Sure-Fire Desktop will keep a copy of the original return. Please note that Sure-Fire Online does not keep a copy of the original return. You will need to print a copy of the original return for your records.Step 4: Load the Preparer Use Form (Prep Use)Load the Preparer Use Form, listed as Prep Use in the Find a Form list.Step 5: Add the taxpayer reminder noteIn the Taxpayer Reminders section, enter a note explaining that this return is for a domestic partnership/civil union. When you run proforma next year and start the new return, Sure-Fire will display your note. You will then be reminded to remove the second taxpayer’s information from the return in order to file the Federal return.Step 6: Add the secondary taxpayer’s informationAdd the secondary taxpayer’s information to the return (Main Information sheet, W-2, etc.)Step 7: Load the state and complete any necessary formsLoad the state and complete any necessary forms.Step 8: E-file (or paper file) the state returnE-file (or paper file) the state return. See the table below to determine whether the state allows e-filing. California — e-file allowedMassachusetts — e-file allowedConnecticut — e-file allowedNew Jersey — e-file allowedDistrict of Columbia — e-file allowedNew York — e-file not allowed, must paper fileHawaii — e-file not allowed, must paper fileOregon — e-file not allowed, must paper fileIllinois — e-file not allowed, must paper fileVermont — e-file not allowed, must paper file📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 Best Practices for Domestic Partner/Civil Union Returns To complete returns for domestic partners/civil unions, we recommend using the following steps: ⚠️ Before You Begin You will be preparing and filing separate Federal returns and then using SureFire to load and complete the appropriate forms. 📊 Step-by-Step Guide Step 1: Prepare separate Federal returns Use this when you need to file for each domestic partner. Prepare and e-file separate Federal returns for each domestic partner. Step 2: Choose the primary taxpayer Use this after both Federal returns are accepted. Once both Federal returns have been accepted, decide which domestic partner will be the primary taxpayer. Step 3: Open the primary taxpayer return and load Form 1040X Use this to start the combined return workflow. Open the Federal return for the primary taxpayer and load Form 1040X. Step 4: Understand how SureFire handles the original return Use this to ensure you keep the correct records. Even though you are not truly amending the return, SureFire Install Version will keep a copy of the original return. Please note that SureFire Web Version does not keep a copy of the original return. You will need to print a copy of the original return for your records. Step 5: Load the preparer use form Use this to add the correct preparer use information. Load the Preparer Use Form, listed as Prep Use in the Find a Form list. Step 6: Add a taxpayer reminder note for next year Use this so SureFire can remind you to remove the second taxpayer next year. In the Taxpayer Reminders section, enter a note explaining that this return is for a domestic partnership/civil union. When you run proforma next year and start the new return, SureFire will display your note. You will then be reminded to remove the second taxpayers information from the return in order to file the Federal return. Step 7: Add the secondary taxpayer information Use this to include the second partner’s details on the combined return. Add the secondary taxpayers information to the return (Main Information sheet, W-2, etc.) Step 8: Load the state return and complete necessary forms Use this to prepare the state filing. Load the state and complete any necessary forms. Step 9: E-file (or paper file) the state return Use this to determine whether your state allows e-filing. E-file (or paper file) the state return. See the table below to determine whether the state allows e-filing. State e-file availability: California e-file allowed Massachusetts e-file allowed Connecticut e-file allowed New Jersey e-file allowed District of Columbia e-file allowed New York e-file not allowed, must paper file Hawaii e-file not allowed, must paper file Oregon e-file not allowed, must paper file Illinois e-file not allowed, must paper file Vermont e-file not allowed, must paper file 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Both Form NJ 8879 and Form NJ 8453 Have Been Discontinued This notice explains what changed for New Jersey electronic filing and what (if anything) you need to keep in your records. 📝 Source https://www.state.nj.us/treasury/taxation/nottaxpract.shtml 📚 What This Guide Covers New Jersey’s requirement for signature documents for electronically filed Gross Income Tax returns Discontinuation of Form NJ 8879 (NJ-E FILE Signature Authorization) Discontinuation of Form NJ 8453 (State of New Jersey Individual Income tax Declaration for Electronic Filing) Whether you need to retain previously completed forms Clarification of practitioner responsibility for New Jersey purposes vs. IRS/other states 📝 Notice to Tax Practitioners The State of New Jersey does not require the use of a signature document for New Jersey Gross Income Tax returns filed electronically. Both Form NJ 8879 (NJ-E FILE Signature Authorization) and Form NJ 8453 (State of New Jersey Individual Income tax Declaration for Electronic Filing) have been discontinued. Practitioners who may have completed these forms in the past are not required to retain them in their files. 💡 Optional Use of Form NJ 8879 Although a tax practitioner who files New Jersey tax returns and/or pays New Jersey taxes on behalf of either an individual or business client does not become personally responsible for the payment of the client's tax liabilities, practitioners have the option to use and retain copies of form NJ 8879 as a document to confirm that their client has reviewed their return and attests to its accuracy. 📝 Scope of This Clarification This clarification of practitioner responsibility applies only for New Jersey purposes and does not affect practitioner responsibilities to the IRS or any other state. ✅ Last Updated Monday, 04/27/20 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Business Asset Worksheet When you print the Business Asset worksheet, the print-out is the asset detail report. The Depreciation Worksheets do not print separately; they all print out in one report. However, there is not a detail report on-screen in SureFire. 📝 Notes           📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Business income from Sch C not flowing to Sch 1 line 3 in SureFire This article explains what to do when your business income from a Sch C does not flow to Sch 1 line 3 in SureFire. ⚠️ Before You Begin Make sure you are running the diagnostic check that reports the following message: "Return not eligible for electronic filing" 🧩 Problem Business income from a Sch C does not flow to the Sch 1 line 3. When running diagnostics, it says "Return not eligible for electronic filing". 🛠️ Resolution Step 1: Resolve the issue To resolve the issue 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 CA 3853 page 2 Use this page to enter coverage and/or exemption codes for each month (January through December) for each individual. 📝 Coverage and Exemption Codes (Monthly) There are two available fields to enter coverage and/or exemption codes for each month in January through December for each individual. Enter one coverage or exemption code per field.   Step 1: Enter Coverage Code Use this when you need to enter a coverage code for a month. Enter Z, if you and/or another member of your applicable household is considered to have MEC for any, or all, months in 2020/2021 enter coverage code. "Z" in Part III on form FTB 3853.   Step 2: Enter Exemption Code Use this when you need to enter an exemption code for a month. The list of exemption codes is in the F1 help under CA codes 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 CA 540-ES: 3rd required payment not calculated According to the California Franchise Tax Board, no payment is required for the 3rd installment. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is this guide for? Learn how to amend a California return in SureFire. ⚠️ Before You Begin Before you start, make sure you are working in the California return section of SureFire. 📊 Step-by-Step Guide Step 1: Open the CA 540 form Go to CA 540 Pg 1. Step 2: Mark the return as amended Check the "Ifthis is an amended return" box. Step 3: Override Sch X lines 2 and 5 Go to Sch X and check the box at the top to override lines 2 and 5. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 CA Sch CA pg 1 line 5a not subtracting social security benefits Social Security is not taxable in California, but on CA Sch CA pg 1 line 5a it may be calculating the Social Security. This guide explains what to enter on that line so it subtracts correctly. ⚠️ Before You Begin Make sure you have the amount from the Federal column available to enter into the California schedule. 📊 Step-by-Step Guide Step 1: Enter the Federal amount on CA Sch CA pg 1 line 5a Use this when you need to update CA Sch CA pg 1 line 5a so Social Security is handled correctly. Go to CA Sch CA pg 1 line 5a and enter the amount from the Federal Column in the "Subtractions" line.   📝 Note This line may be subject to change according to the fiscal year. " 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 CA W2 for Every Federal W2 This guide shows you what the Diagnostic Error means and how to fix it in SureFire. 📊 Step-by-Step Guide Follow the steps below based on the tax year you are preparing. When you see: You need to have a CA W2 for Every Federal W2 in the return. SureFire is requiring CA income to be backed by the matching CA W-2 entries. When preparing a CA return for a client, you may come across a Diagnostic Error that states: "You need to have a CA W2 for Every Federal W2 in the return." This is because the state of CA wants all income to be reported, even if the W2 is for another state. The below fix will address this issue for years 2015 and older: What you will want to do is go to the first CA W2 form in the Forms Tree and highlight it. Then, at the top of the CA W-2 form, click the "Copy This Form" tab. Keep doing this until you have a matching amount of CA W2s to the Federal. Once you have a matching amount, you should not receive the diagnostic error anymore.  The below fix will address this issue for years 2016 and above: On the CA W-2 Pg 1, the first 2 W2's from the Federal will be listed below.  If there are more than 2 W2's, then additional copies of the CA W-2 form will need to be created for each pair of W2's.  Also be sure to number each copy of the CA W-2 form for every additional copy you add to the return.  📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 CA100S 1120S line 22 not calculating If you are preparing a CA 1120S and line 22 of the CA100S is not calculating the minimum franchise tax of $800, this guide will help you fix it. ⚠️ Before You Begin Make sure you are on the CA100S page 1 and can see the checkbox next to the red lettering. 📊 Step-by-Step Guide Step 1: Verify the CA100S page 1 checkbox Use this when you need to ensure line 22 calculates the minimum franchise tax correctly. On the CA100S pg 1, confirm that the checkbox next to the red lettering that states: check if corporation is subject to treatment under the rules for income tax instead of the rules for franchise tax  is not checked. Step 2: Confirm line 22 updates Use this to confirm the fix worked. Line 22 should then show the appropriate amount. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers In this article, you’ll learn how to address: Calculate taxable amount on Form 1099-R. ⚠️ Before You Begin Before you make changes, make sure you understand what form/year worksheet your client is working in. 📊 Step-by-Step Guide There is an Exclusion worksheet located at the bottom of Form 1099-R which asks for the amount rolled over or the amount that is excludable from income tax (line 1 or line 2 of the exclusion worksheet). By entering the amount on one of these lines, the program will lower the amount shown on Form 1040; otherwise,Sure-Fire will calculate the total amount of the pension received (box 1 or box 2 of the 1099R) to be taxable. If any other amount from box 1 or box 2 is excludable (other than a rollover) enter the amount on line 2 of the Exclusion worksheet. ❌ Common Errors If the issue isn’t resolved, confirm you’ve linked the correct worksheet relationship. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Calculate taxable amount on Form 1099-R This guide explains how the Exclusion worksheet on Form 1099-R affects how SureFire calculates what portion of your pension/retirement income is taxable on your Form 1040. ⚠️ Before You Begin Have your Form 1099-R available so you can identify the amounts in: Box 1 and/or Box 2 The Exclusion worksheet at the bottom of Form 1099-R 📊 Step-by-Step Guide Step 1: Locate the Exclusion worksheet on Form 1099-R Use this when you need to enter the amount that should be excluded from income tax. There is an Exclusion worksheet located at the bottom of Form 1099-R which asks for the amount rolled over or the amount that is excludable from income tax (line 1 or line 2 of the exclusion worksheet). Step 2: Enter the rollover or excludable amount on the correct line Use this to ensure SureFire reduces the taxable amount on Form 1040. By entering the amount on one of these lines, the program will lower the amount shown on Form 1040; otherwise, SureFire will calculate the total amount of the pension received (box 1 or box 2 of the 1099R) to be taxable. Step 3: If there is an excludable amount other than a rollover, enter it on line 2 Use this when the amount is excludable but it is not a rollover. If any other amount from box 1 or box 2 is excludable (other than a rollover) enter the amount on line 2 of the Exclusion worksheet. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Calculating basis for 1065-Partnership/1120S-S Corporation Sch K-1 in SureFire To calculate shareholder/partner basis ⚠️ Before You Begin You will need access to the K-1 attachment in SureFire. 📊 Step-by-Step Guide Step 1: Open the K-1 Attachment Use this when you need to find the worksheet used to calculate basis. In SureFire, go to the K-1 Attachment (K-1 ATT 3, available in both packages). Step 2: Locate the basis worksheet Use this when you need to find the correct line for your form type. On page 3, under line20e (1065) or under line 17d (1120S) of the form, you will see a worksheet used to calculate the basis. Step 3: Answer the worksheet question and complete remaining lines Use this when you need to trigger the basis calculation. Answer the Compute partner's interest? (1065) or Compute shareholder's basis? (1120S) question, and then complete any lines on the worksheet that are not calculated. Step 4: Review the computed basis Use this when you want to confirm the worksheet has calculated the basis. The worksheet will now compute the basis. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Calculating maximum capital gains rate tax on Schedule D (1040-Individual) in SureFire This guide explains when to use Part III of Schedule D (1040) and where to find the Schedule D Tax Worksheet in SureFire. ⚠️ Before You Begin Use Part III of Schedule D (1040) if both of the following are true: There is a net capital gain. There is a net capital gain if both lines 15 and 16 of Schedule D are gains. (Line 15 is net long-term capital gain or loss, and line 16 is net long-term capital gain or loss combined with any net short-term capital gain or loss.) The taxable income on Form 1040, line 43, is more than zero. 📊 When You May Need the Schedule D Tax Worksheet If you have any collectibles gain, gain on qualified small business stock, or unrecaptured section 1250 gain, you may have to use the Schedule D Tax Worksheet to calculate your tax. See the Schedule D instructions for more information about this. 📝 Where to Find the Worksheet in SureFire In SureFire, this worksheet is at the top of Schedule D Worksheet 1. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Calculating partner/shareholder basis for Form 1065 and 1120 S K1s This guide explains where to find the basis worksheet and what questions you need to answer to calculate partner/shareholder basis for K-1s. ⚠️ Before You Begin You will need to use the K-1 Attachment worksheet located in the correct package. 📊 Step-by-Step Guide Step 1: Open the K-1 Attachment Use this when you need to locate the basis worksheet. Go to the K-1 Attachment (K-1 ATT 3) (this form is in both packages), page 3, under line 23h of the form. Step 2: Use the worksheet to calculate basis Use this when you need to compute the partner/shareholder basis. There is a worksheet here to calculate the basis. You will need to answer the question: “Compute partner's interest?” (1065) “Compute shareholder's basis?” (1120 S) Then complete any lines on the worksheet that are not calculated. Step 3: Review the worksheet results Use this when you want to confirm the basis has been computed. The worksheet will then compute the basis. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Calculation on 8839 Changed After a SureFire Update A customer transmitted a return with an 8839 and it was accepted. After that, SureFire made an update that changed the calculations, which caused the refund to increase. Because of this, the return that was originally sent had a less refund than should have been given. ⚠️ Before You Begin You will need to: Print out the original return that was sent and accepted. Be ready to add the 1040X. 📊 Step-by-Step Guide Step 1: Print the Original Accepted Return Use this when you need a record of what was originally transmitted and accepted. Print out the original return that was sent and accepted. Step 2: Add the 1040X Use this when you need to correct the return due to the updated 8839 calculation. Next, add the 1040X. Step 3: Remove 8839 Before Checking the Box on 1040X Use this to ensure the 1040X is set up correctly before applying the updated 8839 information. Before checking the box on the 1040X, remove the 8839, then lock changes. Step 4: Fill Out 8839 and Add the Explanation Use this to document why the refund amount changed. Fill out the 8839 and enter a description explaining that the update changed the 8839 calculation and the refund increased. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can a return be stopped after being e-filed? Once a return has been e-filed it cannot be stopped. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can an 1120S IL ST return be e-filed using SureFire? 1120s IL ST E-filing is not supported. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can California Form CA 568 Be E-Filed in an Individual Return in SureFire? SureFire does not support electronic filing of Form CA 568 in an individual return. This return will have to be paper-filed. ⚠️ Before You Begin Plan to file Form CA 568 by paper, since SureFire does not support e-filing this form on an individual return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can Form 1040X be filed electronically? This guide explains whether you can file Form 1040X electronically, and when you must paper file instead. ⚠️ Before You Begin Form 1040X filing rules depend on the tax year you are amending and how your original return was filed. 📊 Electronic vs. Paper Filing Rules Step 1: Check if your Form 1040X qualifies for e-file Use this when you need to confirm whether your amendment can be filed electronically. Yes, Form 1040X can be filed electronically for the current tax year and two priors. Step 2: Know when you must paper file Use this when your amendment is older than the e-file window. Anything older than the most current 3 taxyears must be paper filed. Step 3: Consider how your original return was filed (example) Use this when you amended a return you originally filed on paper. If a taxpayer filed a paper 1040 return in Tax Year 2020, they must paper file the 1040X if they need to amend their originally filed return. Step 4: Understand the change starting in Tax Year 2021 Use this when your original return was paper filed in 2021 or later. Beginning in Tax Year 2021, if they paper filed the 1040 return, the option to electronically file the amended (1040X) return is available. ❌ What Happens If You’re Required to Paper File The taxpayer will receive rejection IND-450 if they are required to paper file. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can Form 2290 be electronically filed in SureFire? No, the electronic filing of Form 2290 - Heavy Highway Vehicle Use Tax Return - is not currently supported in the SureFire software. 📝 Where to Find Form 2290 in SureFire The Form 2290 is available in the Miscellaneous Package of SureFire Install Version. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can I cancel a Pre-Ack return once it has been submitted? No, we cannot stop it once it has been submitted. You would have to contact the bank so they could cancel it. 📊 What happens with the e-file once they cancel the Pre-Ack? Use this when you need to understand what happens after the bank cancels the Pre-Ack. It would still go to the IRS and the funds would go to the bank because it was originally sent up as a bank product. ✅ Options for the taxpayer The taxpayer could get the RT only (pay less fees) Or tell the bank they want the money returned to the IRS and wait for a paper check in the mail 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can I e-file an 1120S Amended Return or a Short Year 1120S return using SureFire? Currently, SureFire does not support electronic filing of amended or short year 1120S returns. These amended returns will need to be paper filed. 📌 Key Point SureFire cannot e-file amended or short year 1120S returns, so you must paper file these returns. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can I e-file a 990 amended return in SureFire? No, SureFire does not support e-filing for 990 amended returns. This return will have to be paper filed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can I e-file a rejected return in SureFire or SureFire Web Version? Yes. As long as a return has been rejected, it can be e-filed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide CoversWhether you can e-file a return without the taxpayer's W-2. The IRS does not want returns electronically filed without a taxpayer's W-2. An income tax return should not be electronically filed before the ERO receives a related Form W-2, W-2G or 1099-R from the taxpayer.   An employer is given until January 31, 20XX to make sure that employees have received a copy of Form W-2. If the taxpayer is unable to secure and provide the W-2 to the ERO, the ERO can electronically file the return with Form 4852. Be sure that this form is completed in accordance with the instructions for the form, and that the correct steps have been taken to obtain a Form W-2, W-2G, or 1099-R.   See IRS Publication 1345 for more information.   📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 Can I e-file a Scratch Pad in SureFire? This article explains whether Scratch Pads can be included in the electronic return file sent to the IRS. 📝 Key Information Scratch Pads are not included in the electronic return file that is sent to the IRS. The Scratch Pad can be printed and attached to a paper return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can I E-file amended business returns in SureFire? SureFire does not support e-filing for amended business returns. ⚠️ Before You Begin If you are amending a business return, you will need to use an alternative filing method since e-filing is not available in SureFire for amended business returns. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can I E-file an amended return if the taxpayer submitted the original submission under another preparer? Yes. As long as the original return was e-filed, you can e-file the amended return. The original return must have been e-filed by someone. If it was not e-filed at all, then it has to be mailed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can I E-file CA Form 199 Exempt Organization in SureFire? SureFire does not support e-filing of CA form 199. Click the link below for instructions on filing this form: How to file California Exempt Organization Annual ⚠️ Before You Begin Please note: Since SureFire does not support e-filing for CA form 199, you will need to follow the filing instructions provided in the link above. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can I e-file estimated tax payments with the extension in a 1040 return? No, Estimated Tax Payments can only be e-filed with the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can I e-file Form 1120-H in an 1120 return? e-filing for Form 1120-H, U.S. Income Tax Return for Homeowners Associationsis currently not supported by the IRS. 📝 Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Puedo presentar electrnicamente la forma 1120-H en una declaracin 1120? 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can I e-file Form 4852 in SureFire? Form 4852 cannot be e-filed in SureFire. ❌ Important Answer No, Form 4852 will have to be paper filed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can I e-file Form 709 in SureFire? SureFire does not support electronic filing of Form 709 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can I e-file Form 8948? Form 8948 cannot be electronically filed. If a return is going to be mailed, Form 8948 should be completed and mailed along with the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can I e-file Form OR 40-EXT in SureFire? SureFire does not support the e-filing of form OR 40-EXT. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can I e-file the Form 990-PF in SureFire? Yes, Form 990-PF can be e-filed using SureFire. ⚠️ Before You Begin Note: Remember IRS is not longer supporting 2016 E-file. 📊 Step-by-Step Guide Step 1: Select the correct organization type Use this when you need to load the Form 990-PF forms in SureFire. On the 990 Main Info sheet, select the Private foundation or section 4947(a)(1) nonexempt charitable trust treated as a private foundation (Form 990-PF) check box in the Type of exempt organization section to load the 990-PF forms. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can I e-file WV Sch 4868 in SureFire? SureFire does not support e-filing of WV Sch 4868. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can I efile form 4768 in 706 return? The form 4768 cannot be efiled. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can I electronically file prior year returns using SureFire? The IRS allows electronic filing of tax returns for the current tax year and the two previous tax years. Prior year returns can only be filed electronically by registered tax prepares, and only when the Modernized e-File System is available. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can I electronically file prior year returns? Can I electronically file prior year returns and which years are fileable? 📚 What This Guide Covers This guide explains whether you can electronically file prior year returns and which years are eligible. ✅ Answer Yes. The IRS allows electronic filing of tax returns for the current tax year and two previous tax years. Prior year returns can only be filed electronically by registered tax preparers, and only when the Modernized e-File System is available. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can I enter a disallowed loss on Schedule K-1 1041 return in SureFire? No. You do not enter a disallowed loss on Schedule K-1 Form 1041. See the details below. 📝 Key Rule: Passive losses are not distributed Passive losses are not allowed to be distributed to the beneficiary. It must be carried over in the trust until the final year. 📊 What to Do Instead (Scenarios) Step 1: If the underlying asset is sold and the PAL becomes an active loss Use this when you need to report the change in character after a sale. If the underlying asset is sold and the PAL becomes an active loss, it can be reported on the Sch K-1 as an NOL. However, the NOL would still be trapped in the estate until the final year when it could be reported on Sch K-1, line 11d. Step 2: If the asset is distributed in kind to the beneficiary Use this when the trust distributes property instead of cash. If the asset is distributed in kind to the beneficiary, the PAL is added to the beneficiary's basis of the underlying asset. Step 3: If deductions on Form 1041 exceed income Use this when Form 1041 lines 10 through 15a/15c create excess deductions. If deductions on 1041, lines 10 - 15a, 15c exceed income on line 9, the excess deductions are disallowed. However, in the final year of the trust the amount that exceeds the income can be reported on Sch K-1, line 11a. Step 4: If you have short and long term capital loss carry forwards Use this when you are carrying forward capital losses to the trust’s final year. The same holds true for short and long term capital loss carry forwards which are reported on Sch K-1, lines 11a b. ✅ Summary You do not enter a disallowed loss on Schedule K-1 Form 1041. Passive losses are carried over in the trust until the final year. Depending on the situation (sale, distribution in kind, or excess deductions), amounts may be handled through NOL treatment, basis adjustments, or final-year reporting on specific Sch K-1 lines. 📚 Additional IRS References For more information on completing Form 1041, see IRS Instructions for Form 1041 and Schedules A, B, G, J and K-1. For more information on Passive Activity Losses, see IRS Tax Topic 425 Passive Activities - Losses and Credits. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can I enter the Recipient's identification number on Form 1099-MISC in an EIN number format for a 1040 return in SureFire? Per the SureFire Help instructions, "SureFire calculates the recipient's identification number from the Main Information Sheet.   Per the IRS.gov website 📊 Step-by-Step Guide Step 1: Use the Main Information Sheet for the recipient ID Use this when you need to ensure SureFire calculates the recipient's identification number correctly. Per the SureFire Help instructions, SureFire calculates the recipient's identification number from the Main Information Sheet. Step 2: Follow IRS guidance Use this when you need to confirm the correct formatting requirements. Per the IRS.gov website 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can I include expenses for disabled child on Form 2441 when using SureFire? Yes you can include expenses for disabled child on Form 2441. Please see the IRS instructions below: 📚 What This Guide Covers Confirming eligibility for including disabled child-related expenses on Form 2441 Reviewing IRS guidance for qualifying persons/children and what costs may be included Understanding medical expense rules when itemizing on Schedule A ⚠️ Before You Begin Use the IRS instructions below as guidance for Form 2441 (2020): https://www.irs.gov/instructions/i2441#idm140196971289824 📊 IRS Instructions (Form 2441 - 2020) Qualifying Person/Child A qualifying child under age 13 whom you can claim as a dependent. If the child turned 13 during the year, the child is a qualifying person for the part of the year he or she was under age 13; Your disabled spouse who wasn't physically or mentally able to care for himself or herself; Any disabled person who wasn't physically or mentally able to care for himself or herself whom you can claim as a dependent or could claim as a dependent except: The disabled person had gross income of $4,300 or more, The disabled person filed a joint return, or You (or your spouse if filing jointly) could be claimed as a dependent on another taxpayer's 2020 return. What Costs You Can Include You can include the cost of care provided outside your home for your dependent under age 13 or any other qualifying person who regularly spends at least 8 hours a day in your home. If the care was provided by a dependent care center, the center must meet all applicable state and local regulations. A dependent care center is a place that provides care for more than six persons (other than persons who live there) and receives a fee, payment, or grant for providing services for any of those persons, even if the center isn't run for profit. Incidental Items and What Not to Include You can include amounts paid for items other than the care of your child (such as food and schooling) only if the items are incidental to the care of the child and can't be separated from the total cost. But don't include the cost of schooling for a child in kindergarten or above. You can include the cost of a day camp, even if it specializes in a particular activity, such as computers or soccer. But don't include any expenses for sending your child to an overnight camp, summer school, or a tutoring program. Medical Expenses Some disabled spouse and dependent care expenses can qualify as medical expenses if you itemize deductions on Schedule A (Form 1040). ❌ Important Rule: Don’t Double-Count However, you can't claim the same expense as both a dependent care expense and a medical expense. See Pub. 502, Medical and Dental Expenses, and Pub. 503 for details. ✅ Summary Yes, you can include expenses for disabled child on Form 2441. Use the IRS qualifying person/child rules to determine eligibility. Include care costs that meet the requirements, and follow the IRS rules for incidental items and excluded expenses. If an expense qualifies as medical, do not claim it again as dependent care. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can I produce a New York IT-204-CP for non-corporate partners in a 1065 return? No, the New York IT-204-CP only applies to Corporation, S-Corporation and Partnership partners. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can I receive my refund via direct deposit for a 1040X using the bank account information from the 1040 return? Yes. Starting in Tax year 2022 the IRS will send refunds for amended returns via a bank account. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can I select both the Section 1231 and Section 1250 for the sale of a property in SureFire? No. You can only select Section 1231 or Section 1250 for the sale of a property if there is net gain calculated on the Form 4797 in a 1040 return in SureFire. You cannot select both sections. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can I setup direct debit payments after the return has been accepted? Unfortunately, the direct debit information would have needed to be setup before the return was e-filed and accepted. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can I stop an e-file after it has been transmitted in SureFire? Our Electronic Filing Center (EFC) is automated. Once an e-file is sent to us, there is no way to pull that e-file out or stop it from going to the agency. 📝 What Happens After Transmission Use this when you need to understand what you can (and cannot) change after an e-file is transmitted. Step 1: Know that the EFC is automated Once an e-file is sent to us, there is no way to pull that e-file out or stop it from going to the agency. Step 2: If it is rejected, you can resend If the e-file is rejected by our EFC or by the agency, a new e-file can be created and sent. Step 3: If it is accepted, you must amend Once a return is accepted by the agency, the only way to revise that return is to file an amended return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can I switch the taxpayers on the Main Info sheet if the return has not been efiled? Yes, the information can be changed on the main info sheet. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can I use bank products on a 1040 amended return? Bank products are for non amended 1040 returns only. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can the Form 1040NR be electronically filed in a 1040 return using SureFire? Yes, supports the E-filing of Form 1040NR beginning the 2020 tax year. SureFire supports the E-filing of Form 1040NR beginning the 2021 tax year. 📝 Additional Information Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Se puede presentar electrnicamente el Formulario 1040NR en una declaracin 1040? 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can we do an amended return for the unemployment exemption for Tax Year 2020? The American Rescue Plan Act of 2021 provides relief to individuals who received unemployment compensation in 2020. It excludes up to $10,200 of their unemployment compensation from their gross income if their modified adjusted gross income (AGI) is less than $150,000. In the case of married individuals filing a joint tax return, this exclusion of up to $10,200 applies to each spouse. ⚠️ Important Notes If the tax return has already been filed, do not file an amended return as the IRS will make adjustments automatically. This was for Tax Year 2020 only. Does not apply to Tax Year 2021. For the most current information review the IRS page. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can we E-file 1040X with a bank products in SureFire? No. You can't use bank products for an amended return. The IRS will mail the taxpayer a refund directly if they are to receive a refund. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can we still e-file after the extension due date in SureFire? Yes, you can still e-file after the extension expiration date until the IRS shuts down the system in preparation for the next filing season, certain penalties may apply. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can you stop payments for a return or estimate that has already been electronically filed? Once a return or estimate has been transmitted and/or accepted, payments can't be stopped. The taxing authority will need to be contacted for more information. ⚠️ Important Notes Call IRS e-file Payment Services 24/7 at 888-353-4537 to inquire about or cancel your payment, but please wait 7 to 10 days after your return was accepted before calling. Cancellation requests must be received no later than 11:59 p.m. ET two business days prior to the scheduled payment date. Please see IRS Cancellations, Errors and Questions. 📝 Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu: Puedes suspender los pagos de una declaracin o estimado que ya se present electrnicamente? 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can you tell me how to transmit Michigan amendments electronically? SureFire is not currently supporting amended e-filing returns for Michigan. 📚 Supported States Here is the list of states supported by SureFire: New York California Connecticut Wisconsin Kentucky North Carolina South Carolina Pennsylvania Virginia Massachusetts Oklahoma Colorado Mississippi 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers How to handle Connecticut state returns when you’re trying to use a short (or “EZ”) form. ⚠️ Before You Begin You will need: Your Connecticut return information 📊 Step-by-Step Guide Step 1: Use the full Connecticut Form 1040 Sure-Fire does not support most state short (or EZ) forms. Connecticut form 1040 can be used for all taxpayers' Connecticut returns. ❌ Common Errors If you were expecting to see a short (EZ) form option, switch to the full Connecticut Form 1040 instead. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers In this article, you’ll learn how to address: Cannot create e-files with multiple copies of Form 8853. ⚠️ Before You Begin Before you make changes, make sure you understand what form/year worksheet your client is working in. 📊 Step-by-Step Guide This is due to an IRS limitation of one copy of Form 8853 per e-filed return. If you feel more than one copy is needed for a particular return, you would need to paper-file that return. ❌ Common Errors If the issue isn’t resolved, confirm you’ve linked the correct worksheet relationship. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Cannot Delete Form in 1040 Package This guide explains why a form can’t be deleted from your return and what you can do to resolve it. 📊 Step-by-Step Guide Follow these steps: Check whether the form was added through the Interview Sheet. If certain answers are marked Yes or No, SureFire loads a form into the return for you to complete. You must update the related Interview Sheet answer (or remove the Interview Sheet) before the form can be deleted. Look in the Tree for forms that are loaded into memory—these won’t have a check mark beside the form name. If a loaded form is no longer being used, change the checkbox to No. The form should then be marked appropriately in your Forms Tree. Be aware that some forms can be automatically loaded and can’t be deleted (such as Form 1040, the Main Info Sheet, and Form 6251). If these don’t have a check/exclamation point, they’re not printed or e-filed. If the form’s information is linked from another form (for example, the Schedule D or the Schedule EIC), you may need to update the supporting form to ensure the information is actually needed. Original article content (for reference): This can occur when a form was added to the return through the Interview Sheet.   When certain answers on the Interview Sheet are marked Yes or No, it causes SureFire to load a form into the return for you to complete. You cannot delete that form from the return until you change the related answer on the Interview Sheet, or remove the Interview Sheet altogether. Forms that are loaded into memory are listed in the Tree, but they have no check mark beside the form name.   You can change the checkbox to No and the form should then be marked with a piece of paper in your Forms Tree. This signifies that the form is no longer being used in the tax return.  Certain forms are automatically loaded into Sure-Fire cannot be deleted, such as Form 1040, the Main Info Sheet, and Form 6251. If these forms do not have a check or exclamation point, they are not being printed or e-filed with the return.   Also, if the form has information that is linked from another form, such as the Schedule D or the Schedule EIC, the information that is flowing to that form makes it be loaded. If this is the case, you need to go to the supporting form and make sure that the information there is needed in the return.        ❌ Common Errors If you still can’t delete the form after updating the Interview Sheet, verify that the form isn’t being loaded automatically or being driven by linked information from another supporting form. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Cannot delete form in 1040-Individual package SureFire This can occur when a form was added to the return through the Interview Sheet.   When certain answers on the Interview Sheet are marked Yes or No, it causes to load a form into the return for you to complete.   You cannot delete that form from the return until you change the related answer on the Interview Sheet. ⚠️ Before You Begin Keep in mind: Forms that are loaded into memory are listed in the Tree, but they have no check mark beside the form name. Certain forms are automatically loaded into SureFire and cannot be deleted, such as Form 1040, the Main Info Sheet, and Form 6251.   If these forms do not have a check or exclamation point, they are not being printed or e-filed with the return. 📊 What to Do Step 1: Check the Interview Sheet answer that triggered the form Use this when you need to remove a form that was loaded based on Interview Sheet selections. You cannot delete that form from the return until you change the related answer on the Interview Sheet. Step 2: If the form is linked from another form, review the source form Use this when the form is loading due to information flowing from another schedule or form. NOTE: If the form has information that is linked from another form, such as the Schedule D or the Schedule EIC, the information that is flowing to that form makes it be loaded. If this is the case, you need to go to the supporting form and make sure that the information there is needed in the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Cannot locate Form 9325 in SureFire Form 9325 is only needed when returns are e-filed. It is controlled by an option in Printer Setup, not by manual entry fields in the program. 📊 Step-by-Step Guide Step 1: Open Printer Setup On the File menu, select Printer Setup. Step 2: Enable automatic printing of Form 9325 In Section 3 - Options, select the checkbox: Automatically print form 9325 as each IRS tax return is acknowledged Step 3: Finish Click Finish. ❌ Common Errors Note: There is no way to reprint Form 9325. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Cannot see Form 1065 acks to process Although acks for Form 1065 Partnership e-files are picked up when you communicate with the Electronic Filing Center (EFC) regardless of the package you are using, you can only view the acks to print when you are in the 1065 package. ⚠️ Before You Begin To view or print these acks, you need to change over to the 1065 package. 📊 Step-by-Step Guide Step 1: Switch to the 1065 package Use this when you need to view or print the acks to process for Form 1065. Change over to the 1065 package so you can view the acks to print. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Cannot see Form 1065-Partnership acks to process-SureFire Although acks for Form 1065 Partnership e-files are picked up when you communicate with the Electronic Filing Center (EFC) regardless of the package you are using, you can only view the acks to print when you are in the 1065 package. 📊 Step-by-Step Guide Step 1: Switch to the 1065 package Use this when you need to view or print the acks. To view or print these acks, you need to change over to the 1065 package. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains why Sure-Fire will not automatically calculate an amount related to Form 1099-R for certain returns. 📊 Step-by-Step Guide Step 1: Know what Sure-Fire cannot calculate Sure-Fire will not calculate this amount to the Schedule D or Form 4972 because the program cannot determine where this amount should be entered from the information on Form 1099-R. Step 2: Use the official instructions or IRS guidance See the instructions received with Form 1099-R, or contact the IRS for information on where and how this amount should be entered in the taxpayer’s return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers In this article, you’ll learn how to address: Care for disabled spouse on Form 2441, Sch 2. ⚠️ Before You Begin Before you make changes, make sure you understand what form/year worksheet your client is working in. 📊 Step-by-Step Guide At the bottom of Form 2441, there is a worksheet for Income Considered Earned by Disabled or Student Spouse. Enter the number of months that the spouse was a student or disabled. If the care listed on Form 2441 was for the disabled spouse, mark this check box at the bottom of this worksheet. ❌ Common Errors If the issue isn’t resolved, confirm you’ve linked the correct worksheet relationship. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Carryforward information from 8915-E did not automatically flow to the 8915-F This guide helps you double-check where the carryforward amounts should be entered when 8915-E information does not automatically flow to 8915-F. ⚠️ Before You Begin Before entering amounts on 8915-F, confirm how the amounts were originally entered/reported on 8915-E for 2020. 📊 Step-by-Step Guide Step 1: Double-check how 8915-E was filled out from 2020 Use this when you need to confirm the correct carryforward location for 8915-F. Double-check the amounts in 8915-E and how they were filled out from 2020: Step 2: If amounts were entered on 8915-E page 1, Part II line 9 (2020) Use this when the distribution amounts were entered on page 1, Part II line 9 in 2020. If in 2020, the amounts for the distribution were entered in on 8915-E pg.1, Part II line 9 in 2020, then enter in those amounts on 8915-F pg.3, Part II line 12. Step 3: If amounts were reported on 8915-E page 2, Part III line 17 (2020) Use this when the distribution amounts were reported on page 2, Part III line 17 in 2020. If in 2020, the amounts were reported on 8915-E on pg.2, Part III line 17, then those amounts will be reported on 8915-F pg.3, Part III line 23. ❌ Important Note Please note: Coronavirus-related distributions can't be made in 2021. 📋 Who Must File Form 8915-F? File Form 8915- F (2020 disasters) for the year you checked in item A at the top of page 1 of the form if any of the following apply to you for 2021 for your 2020 disasters: A qualified disaster distribution was made to you from an eligible retirement plan. You received a qualified distribution. A qualified disaster distribution was made to you in a prior year that you are including in income in equal amounts over 3 years and the 3-year period has not yet lapsed. You made a repayment of a qualified disaster distribution. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Carryover losses not flowing on Form 7203 If a loss is from a prior year, limited by at-risk and now deductible, use a separate K-1 worksheet for this loss. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Changing entries on submitted Form 1065 returns This guide explains what to do if you need to change entries after the IRS has accepted your electronic Form 1065 return. ⚠️ Before You Begin You should know the following: After the IRS accepts an electronic return, it cannot be recalled or intercepted in the process. If the participant or partnership needs to change any entries after the return has been acknowledged as accepted, you must use an amended or corrected return. 📊 What You Need to Do Step 1: Confirm the return was already accepted Use this when you need to... verify that your electronic return was acknowledged as accepted by the IRS. According to IRS Publication 1524 (page 40): After IRS accepts an electronic return, it cannot be recalled or intercepted in the process. Step 2: File an amended or corrected return Use this when you need to... change entries after acceptance. If the participant or partnership needs to change any entries after the return has been acknowledged as accepted, an amended or corrected return must be filed. Step 3: File on paper (not electronically) and mail it Use this when you need to... submit the amended/corrected return using the correct method. The amended or corrected return cannot be filed electronically. The return must be filed on paper and mailed to the IRS. The amended or corrected return should be mailed to the IRS Center where the partnership would normally file their paper Form 1065 return. For more information, see the instructions for Form 1065. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Child and Dependent Care Expense Credit An individual that pays someone to care for their dependents (qualifying child under age 13, or their spouse or any dependent who is physically and mentally incapable of their own care) while they work or look for work, may be able to claim a credit for their expenses. Child and dependent care expenses must be claimed on Form 2441 to figure and receive the credit. Certain qualifying tests must be met in order to claim the Child And Dependent Care Expense Credit. ⚠️ Before You Begin You will need to meet the qualifying tests below before you can claim the credit. 📋 Qualifying Tests There must be at least one qualifying person identified on the form used to claim the credit. Both the taxpayer and spouse (if applicable) must have earned income during the year, unless one is a student or disabled. Expenses must be paid for child care so that the taxpayer and spouse can work or look for work. Payments must be made to someone the taxpayer or spouse cannot claim as a dependent. They can hire their child if they are at least 19 years old and cannot be claimed as a dependent. Payments cannot be made to a spouse, or the dependent's parent. The taxpayer cannot file as Married Filing Separately, unless certain exceptions apply. The taxpayer must be able to identify the care provider. If they are unable to get information, they must be able to show their due diligence in trying to get the information If the taxpayer excludes or deducts dependent care benefits from their income, the total amount of the exclusion or deduction cannot exceed the maximum limits ($3000 for one qualifying person, $6000 for two or more qualifying persons) ✅ Maximum Qualified Expenses The maximum amount of qualified child and dependent care expenses that can be claimed on Form 2441 is $3,000 for one qualifying person, $6,000 for two or more qualifying persons. 💡 Getting Provider Information You can use Form W-10, or any other source listed in its instructions to get the information from the care provider. If you do not give correct or complete information, your credit (and exclusion, if applicable) may be disallowed unless you can show you used due diligence in trying to get the required information. 📊 Step-by-Step Guide (Tax Program Entry) Instructions for entering Child And Dependent Care Expense Credit in the tax program From the Main Menu of the Tax Return (Form 1040) select: Step 1: Open the Credit Section Select: Credits Menu Child And Dependent Care Expenses Credit (2441) Amount Paid to Child Care Providers Step 2: Add or Edit the Entry Select the entry you want to work on. Select New or double-click the entry you wish to Edit. Step 3: Enter Provider Identification Enter the care provider’s ID details. Enter the care provider's ID number and name. Indicate if the ID number is an EIN or SSN. Step 4: Enter Provider Address Enter the provider’s business address. Next enter the care provider's address of the Providers' business. Step 5: Enter Amount Paid Enter what you paid for care. Input the amount paid to the Provider. Step 6: Add Qualifying Dependents (If Needed) Confirm dependents and qualifying expenses. The number of qualifying dependents will be listed. If you need to add additional dependents select Number of Qualifying Dependents and enter in the dependents SSN, name, and qualifying expenses. Step 7: Review Employer-Provided Dependent Care Benefits If applicable, adjust employer-paid benefits. If you were covered by your employer’s dependent care plan, and if any employer paid dependent care benefits have been indicated on Form W-2, the amount will appear in Part III. If this amount needs to be adjusted select Employer-paid Dependent Care Benefits and then adjust the amount accordingly. 📝 Note NOTE: This is a guide to entering Child And Dependent Care Expenses into the TaxSlayer Pro program. This is not intended as tax advice. 📚 Additional Information Additional Information: Publication 17, Your Federal Income Tax Publication 503, Child and Dependent Care Expenses Publication 926, Household Employer's Tax Guide Tax Topic 602, Child and Dependent Care Credit 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Child tax credit is not calculating for disabled child age 17 and older when using SureFire This article explains why a disabled child age 17 or older may not qualify for the Child Tax Credit (CTC) when filing for the tax year referenced in the IRS instructions below. ⚠️ Before You Begin There are no special rules for a disabled child for the Child Tax Credit. If the child is age 17 and older at the end of 2020, they will not qualify for the Child Tax Credit. Please see the IRS instructions below. 📚 What This Guide Covers Qualifying child requirements for the CTC (including the age test for tax year 2020) How the credit works for tax year 2021 (including the under age 18 requirement) 📊 Qualifying Child for the CTC A child qualifies you for the CTC if the child meets all of the following conditions. Use this when you need to confirm whether a child meets the IRS requirements for the Child Tax Credit. Step 1: Confirm the child relationship The child is your son, daughter, stepchild, eligible foster child, brother, sister, stepbrother, stepsister, half brother, half sister, or a descendant of any of them (for example, your grandchild, niece, or nephew). Step 2: Confirm the age requirement for tax year 2020 The child was under age 17 at the end of 2020. Step 3: Confirm the support test The child did not provide over half of his or her own support for 2020. Step 4: Confirm the time lived with you test The child lived with you for more than half of 2020 (see Exceptions to time lived with you, later). Step 5: Confirm the child is claimed as a dependent The child is claimed as a dependent on your return. See Pub. 501 for more information about claiming someone as a dependent. Step 6: Confirm the child does not file a joint return The child does not file a joint return for the year (or files it only to claim a refund of withheld income tax or estimated tax paid). Step 7: Confirm citizenship/residency The child was a U.S. citizen, U.S. national, or U.S. resident alien. For more information, see Pub. 519, U.S. Tax Guide for Aliens. If the child was adopted, see Adopted child 📊 For Tax year 2021 The RCTC, NCTC, and ACTC are credits for individuals who claim a child as a dependent if the child meets certain conditions. To claim a child for the RCTC, NCTC, and ACTC, the child must be your dependent, under age 18 at the end of 2021, and meet all the conditions in Steps 1 through 3 under Who Qualifies as Your Dependent in the Instructions for Form 1040. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Claiming exemption for spouse when MFS You need to override the line 6b check box on page 1 of Form 1040. ⚠️ Before You Begin Have your Form 1040 available so you can review page 1, line 6b. 📊 Step-by-Step Guide Step 1: Override the line 6b checkbox Use this when you need to ensure the correct line 6b checkbox selection for your situation. Override the line 6b check box on page 1 of Form 1040. Step 2: Confirm whether line 6b applies (IRS instructions) Use this to determine when the IRS says to check line 6b. The IRS instructions for Form 1040, line 6b, are as follows: Check the box on line 6b if either of the following applies. Your filing status is married filing jointly and your spouse cannot be claimed as a dependent on another person's return. You were married at the end of that tax year, your filing status is married filing separately or head of household, and both of the following apply: a. Your spouse had no income and is not filing a return. b. Your spouse cannot be claimed as a dependent on another person's return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This guide provides important notes for advising a client about filing a paper return for 2019 New York state, including the New York e-file mandate and related requirements. ⚠️ Important Notes About NY Mandate Tax year 2019 can still be electronically filed and falls under the mandate in processing year 2022. Clients cannot opt-out of e-file. You cannot charge a separate fee to e-file a client’s return. If you can’t electronically file the return because it’s not supported by your approved e-file software or it can’t be filed on our website, then you aren’t required to e-file it. If you have reasonable cause not to e-file, you must maintain adequate documentation. You must provide that documentation to us if you or your client receives a penalty bill for failing to e-file. More information: https://www.tax.ny.gov/tp/efile/mandate_participants.htm 📊 Step-by-Step Guide Step 1: Confirm the e-file mandate applies to the processing year Use this when you need to understand whether 2019 returns are covered by the mandate. Tax year 2019 can still be electronically filed and falls under the mandate in processing year 2022. Step 2: Advise the client that they cannot opt out Use this when you need to set expectations with the client. Clients cannot opt-out of e-file. Step 3: Do not charge a separate e-file fee Use this when you need to ensure your billing practices comply with the mandate. You cannot charge a separate fee to e-file a clients return. Step 4: Determine whether e-file is actually supported Use this when you need to decide if paper filing is permitted due to support limitations. If you can't electronically file the return because it's not supported by your approved e-file software or it can't be filed on our website, then you aren't required to e-file it. Step 5: If you have reasonable cause, keep and provide documentation Use this when you need to handle exceptions and potential penalties. If you havereasonable cause not to e-file, you must maintain adequate documentation. You must provide that documentation to us if you or your client receives apenaltybill for failing to e-file. Step 6: Share the official reference link Use this when you need to provide the client or your team with the source information. See here for more information: https://www.tax.ny.gov/tp/efile/mandate_participants.htm 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 CO 104AD - 8396 auto-filled in CO 104AD, Page 2, Line 17 CO state says not a legitimated calculation. ⚠️ Before You Begin Note: Override calculation will be fixed in SureFire 2018. 📊 What to Do Override calculation is required for now, and this issue will be corrected in SureFire 2018. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Common E-File Validation Errors Reading Validation Errors: After you run Diagnostics, the first errors displayed are electronic filing errors. These errors are displayed in red, hyperlinked text. Click the link to jump to the affected form and entry. There, you can correct the problem and run diagnostics again. Once e-file errors are cleared, validation errors can occur in the diagnostics window. ⚠️ Before You Begin Use the diagnostics window links to find the exact field that needs attention. The error begins with wording that appears like a web address (“http://www.irs.gov/efile”). Ignore the web address in the error. ‘Element’ means a field on that particular form. ‘The value’ means the entry that you typed in that field or that calculated into that field 📊 How to Read and Fix Validation Errors Step 1: Click the red, hyperlinked error Use this when you need to jump directly to the problem field. Click the link to jump to the affected form and entry. There, you can correct the problem and run diagnostics again. If the link doesn't automatically jump you to the error, you will need to manually navigate to the error. Step 2: Understand the error message parts Use this when you want to know what part of the message tells you what to fix. Refer to this example validation error:'http://www.irs.gov/efile:OtherExpenseDescription' element is invalid - "The value" is invalid according to its datatype 'http://www.irs.gov/efile:ShortDescriptionType' - The Pattern constraint failed. This section of the error, ‘OtherExpenseDescription', refers to the field of the form that contains the invalid entry ‘The value’ section of the error refers to the text typed into that particular field ✅ Tip: Watch for punctuation NOTE: A large portion of validation errors are punctuation. Be sure to check for stray periods, hyphens or quotes in a field. ❌ Common Validation Errors and Fixes Validation Error: The 'http://www.irs.gov/efile:AddressLine1Txt' element is invalid - The value '' is invalid according to its datatype 'http://www.irs.gov/efile:StreetAddressType' - The Pattern constraint failed. The 'http://www.irs.gov/efile:CityNm' element is invalid - The value '' is invalid according to its datatype 'http://www.irs.gov/efile:CityType' - The Pattern constraint failed. The 'http://www.irs.gov/efile:ZIPCd' element is invalid - The value '' is invalid according to its datatype 'http://www.irs.gov/efile:ZIPCodeType' - The Pattern constraint failed. Fix:We can see that Address Line 1, City, and Zip code are blank.  Somewhere on the return, where an address would be filled out, they had put the state, but didn't put address, city, or zip code.  This type of issue works for all fields, for example, if CityNm, ZIPCodeType is listed, then this means an address and state are missing from the error message so they would have data entered, but not the City or Zip code. Validation Error: The 'http://www.irs.gov/efile:Desc' element is invalid - The value '' is invalid according to its datatype 'http://www.irs.gov/efile:ShortDescriptionType' - The Pattern constraint failed. Fix: This is an E-File Validation error that can appear when a return looks perfectly normal. What is actually causing this is somewhere in the return, there are two description fields with the exact name in the Description Name field. You can fix this by locating the two fields in the return and doing either of the following: Combine the two descriptions into one field and combine the figure amounts as well. Change the names of the descriptions slightly to make them different in some way. From "Description Example, Description Example" to "Description Example 1, Description Example 2".   Validation Error: The element 'IPAddress' in namespace 'http://www.ftb.ca.gov/efile' has incomplete content. List of possible elements expected: 'IPv4AddressTxt, IPv6AddressTxt' in namespace 'http://www.irs.gov/efile'. To Fix: The cause for this issue is because you have a bad internet connection.  You are most likely using a wireless connection that isn't very strong, or having issues with your current internet connection.  Please fix this issue, and try running diagnostics and creating e-file again. Validation Error: The 'http://www.irs.gov/efile:ExemptionReasonCd' element is invalid - The value '' is invalid according to its datatype 'String' - The Enumeration constraint failed. To Fix: On the 8965 need to put the exemption type at the bottom. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Community Property States This guide explains what to do if the address on the tax return is one of the community property states. ⚠️ Before You Begin You will need the taxpayer’s address from the return. If the address on the tax return is one of the community property states, answer the questions in the Filing Status section of the Main Information Sheet. If you answer Yes, you will want to fill out the Community Property Allocation Worksheet in SureFire. See IRS Publication 555 for additional information. ❌ Troubleshooting ❌ Common Errors If you are unsure whether a state is a community property state, confirm with the taxpayer and the state listed on the return before proceeding. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Company is a s-Corp at federal level and is a NJ c-Corp at state level On the NJ 100, page 1, below the item in red labeled "will the taxpayer be allocating the income in the return"" Check the applicable return type 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Completing form 1120SH in Miscellaneous package This guide explains what to do in Form 1120SH based on the amounts shown on specific lines. ⚠️ Before You Begin Review the values on these lines of the form: Part I, Line 4 Part I, Line 3 Line 13 📊 Step-by-Step Guide Step 1: Check Part I, Line 4 vs. Line 3 Use this when you need to confirm whether the PSC met the minimum distribution requirement. Part I, Line 4 - If Line 4 is greater than Line 3, the PSC has met the minimum distribution requirement. Important: Do not attach this form to the PSC income tax return. Keep this form with the PSC tax records. Step 2: Check Line 13 vs. Line 4 Use this when you need to determine whether Part II must be completed. Line 13 - If Line 13 is equal to or less than Line 4, the PSC has met the minimum distribution requirement, and Part II does not need to be completed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers In this article, you’ll learn how to address: Completing Form 1139. ⚠️ Before You Begin Before you make changes, make sure you understand what form/year worksheet your client is working in. 📊 Step-by-Step Guide This application allows the corporation to apply for a refund of a NOL carryback, Capital Loss Carryback or Unused General Business Credit, for the prior 3 years. Answer all appropriate questions. Lines 11-15 - If lines 1a and 1b are blank, skip lines 11-15. Line 16 - Tax is computed for regular corporation, not controlled groups. You need to press F8 (override) to change tax amount for controlled groups. If you are using multiple copies of this form, enter the copy numbers. Questions 1-10 should only be answered on copy 1. Use 4 copies of this form for 10-year (2 copies for 5-year) carryback. ❌ Common Errors If the issue isn’t resolved, confirm you’ve linked the correct worksheet relationship. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Completing Form 2350 for Electronic Filing To complete Form 2350, follow the steps below to prepare your client’s return for electronic filing. ⚠️ Before You Begin Make sure you: Complete your client’s return as accurately as possible. 📊 Step-by-Step Guide Step 1: Complete your client’s return Use this when you need to ensure the return is ready for Form 2350. Complete your client's return as accurately as possible. Step 2: Choose the correct Form 2350 option in the PIN section Use this to select the correct Form 2350 setup based on whether direct debit is used. In the PIN section on the Main Information Sheet, select either Form 2350 without direct debit or Form 2350 with direct debit. Step 3: Complete required additional entries Use this when the program prompts for extra information. Complete the additional entries on the Main Information Sheet that become required. Step 4: Open Form 2350 and fill in required entries Use this to enter the information required on the form. Open Form 2350 and fill in required entries. Step 5: If direct debit is involved, complete ACH EXT Use this when you need to set up the direct debit details. If direct debit is involved, open the form called ACH EXT and enter the amount to be debited, bank Routing Transit Number, taxpayer account number, and date for the withdrawal to be made. Step 6: Create the extension e-file (choose one option) Use this to generate the e-file for the extension. Do one of the following: Run diagnostics from inside the return and click the Extension E-File button. Open the Tools menu and select Make Extensions e-files. ❌ Important PIN Authorization Note If the taxpayer or spouse authorizes the ERO to enter his PIN instead of entering the PIN himself, you must print Form 8878 and the taxpayer and/or spouse must sign it. You must keep this form on file for three years from the return due date or IRS received date, whichever is later. See IRS instructions for Form 8878 for more information. Step 7: Clear the Form 2350 checkbox before creating the finished return e-file Use this to ensure the finished return e-file is created correctly. You must clear the Form 2350 check box on the Main Information Sheet before creating the e-file for the finished return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Completing Form 2553 in SureFire Use this guide to complete the items shown on Page 1 of Form 2553 in SureFire. ⚠️ Before You Begin Have the information you need for the corporation’s election details (such as name/address changes and the effective beginning date) available before you start. 📄 Page 1: What to Enter Step 1: Enter applicable information at the top of the page Use this when you need to add printed text at the top of Page 1. Enter any applicable information to be printed at the top of this page. For example, enter "Filed Pursuant to Rev. Proc. 98-55." Step 2: Check line D if the corporation changed its name and/or address Use this when the corporation has updated its identifying information. Select the applicable check box on line D if the corporation has changed its name and/or address. Step 3: Enter the effective beginning date of election Use this when you need to specify when the election begins for the tax year. Enter the effective beginning date of election for the tax year on line E. Step 4: Check line F to indicate the applicable tax year Use this when you need to select the correct tax year election option. Select the applicable check box on line F to indicate the applicable tax year. Step 5: If there are more than 100 shareholders listed for item J Use this when your shareholder list exceeds the standard limit for item J. If there are more than 100 shareholders listed for item J 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This guide shows you how to complete Form 3115 (Application for Change in Accounting Method), including what to enter on each page and how to use linked statements. ⚠️ Before You Begin Before you start, make sure you have the information needed for the applicant and the amounts for the year of change. 📊 Step-by-Step Guide Step 1: Page 1 — Choose Business/Individual and review eligibility Use this when you need to mark the form correctly and read items before moving on. Page 1 You must mark this form either Business or Individual. If you mark the Individual box, you must enter T for the taxpayer, S for the spouse, or J for a joint return. Information is then carried over from the General Information sheet. Read each item and mark the appropriate box. By pressing F9 where indicated, you may link to the appropriate statement needed to list information. If you answer Yes on line 3, the applicant is not eligible to request the change in accounting method under automatic change request procedures. Step 2: Page 2 — Complete items and review line 7 eligibility Use this when you need to complete page 2 fields and link statements. Page 2 Read each item and mark the appropriate box. Press F9 to link to a statement on line 6. If you answer Yes to line 7, the applicant is not eligible to request the change in the accounting method. Step 3: Page 3 — Link the statement on line 12d Use this when you need to complete page 3 and connect supporting statements. Page 3 Read each item and mark the appropriate box. Press F9 to link to a statement on line 12d. Step 4: Page 4 — Enter amounts for the year preceding the change Use this when you need to enter the required amounts and select the correct checkbox options. Page 4 On line 1, enter the amounts on lines 1a through 1h as of the close of the tax year preceding the year of change. If none, select the checkbox. On line 2, select the applicable checkbox to indicate if the applicant is also requesting the recurring item exception (section 461(h)(3)). The total from this page carries to page 3, line 25. You may attach a statement to this sheet using a blank form. Step 5: Pages 6–8 — Complete remaining items and link checkboxes Use this when you need to complete the remaining pages, attach statements, and link information with F9. Page 6 Read each item and mark the appropriate box. Attach explanations or statements using a blank form. Page 7 Complete the applicable lines for the present method and the proposed method. Attach lists to applicable lines using a blank form. Page 8 Read each item and mark the appropriate checkbox. By pressing F9 on line 4a or 7b, you may link to the appropriate statement needed to list information. ❌ Common Errors If the applicant is marked ineligible, double-check your answers to line 3 and line 7 and make sure you selected the correct boxes on the appropriate pages. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Completing Form 3115 (Application for Change in Accounting Method) This guide explains what to do on each page of Form 3115, including which options to select and which function keys to use to link statements. ⚠️ Before You Begin Before you start entering information, make sure you have the information needed from the Main Information Sheet, since it will carry over. 📊 Step-by-Step Guide Step 1: Page 1 You must indicate whether the form is for Business or Individual, and then select the correct check boxes. You must indicate this form either Business or Individual. If you select the Individual check box, you must enter either T for taxpayer, S for spouse, or J for a joint return. Information will carry over from the Main Information Sheet. Read each item and select the appropriate check box. If you answer Yes to line 3, the applicant is not eligible to request the change in accounting method. Step 2: Page 2 Complete the check boxes and use function keys to link statements when needed. Read each item and select the appropriate check box. Press F9 to link to a statement on line 6. This page may be duplicated by pressing Shift+ F10. See the IRS instructions for more information. Step 3: Page 3 Link statements for line 12d and answer each question using the correct check boxes. Press F9 to link to a statement on line 12d. Read each question and select the appropriate check boxes. See the IRS instructions for Form 3115 for more information. Step 4: Page 4 Enter amounts for the prior tax year and select the correct options for recurring item exception. Line 1: Enter the amounts on lines 1a through 1h as of the close of the tax year preceding the year of change. If none, select the check box. Line 2: Select the applicable check box to indicate if the applicant is also requesting the recurring item exception (section 461(h)(3)). See the IRS instructions for Form 3115 for more information. Step 5: Page 6 Answer each question using the appropriate check boxes. Read each question and select the appropriate check boxes. See the IRS instructions for Form 3115 for more information. Step 6: Page 7 Complete the lines for both the present method and the proposed method. Complete the applicable lines for the present method and proposed method. See the IRS instructions for Form 3115 for more information. Step 7: Page 8 Select the correct check boxes and link statements for the required lines. Read each item and select the appropriate check box. By pressing F9 on line 4a and line 7b, you may link to the appropriate statement needed to list information. See the IRS instruct ❌ Troubleshooting If you answer Yes to line 3, the applicant is not eligible to request the change in accounting method. For any other questions about what to select, refer to the IRS instructions for Form 3115. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This guide shows you how to complete Form 3903 (Moving Expenses) in SureFire. ⚠️ Before You Begin Have your moving expense details ready (and note if you will be preparing more than one instance of Form 3903). 📊 Step-by-Step Guide Step 1: Name multiple forms (if needed) Use this when you need to mark the form correctly. If you are using more than one instance of Form 3903, enter a label for each form at the top of the form. Also notice the check box at the top of the form, to be used by military. Step 2: Complete the lines on the form Fill in all the applicable lines. Moving-expense limitations are calculated for you. The allowable deduction for moving expenses is transferred to the Adjustments section of Form 1040. Taxable benefits are added to line 7 of Form 1040. Step 3: Enter employer-paid expenses correctly Employer-paid expenses listed on lines 1 and 2 that are not included in the Wages box of Form W-2 and are identified with Code P in box 12 of the W-2 are entered on line 4. Step 4: Indicate whether the expense is for the taxpayer or spouse On line 5, indicate whether the amount is attributable to the taxpayer or spouse. Step 5: Respect electronic-filing limits For electronic-filing purposes, a tax return cannot contain more than two copies of Form 3903. ❌ Common Errors Double-check whether you exceed the electronic-filing limit (more than two copies) and confirm you entered employer-paid expenses using the correct W-2/Code P mapping. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Completing Form 3903 (Moving Expenses) This guide explains what to enter on Form 3903 and key electronic-filing limitations. ⚠️ Before You Begin Before filling out Form 3903: If you are using more than one instance of Form 3903, enter a label for each form at the top of the form. Also notice the check box below line 3, to be used by Armed Forces. 📊 Step-by-Step Guide Step 1: Fill in all applicable lines Use this when you need to complete the form correctly. Fill in all the applicable lines. Moving-expense limitations are calculated for you. The allowable deduction for moving expenses is transferred to the Adjustments to Income section of Form 1040. Taxable benefits are added to line 7 of Form 1040. Step 2: Enter employer-paid expenses (lines 1 and 2) Use this when you have employer-paid moving expenses. Employer-paid expenses listed on lines 1 and 2 that are not included in the Wages box of Form W-2 and are identified with Code P in box 12 of the W-2 are entered on line 4. Step 3: Indicate whether the amount is for the taxpayer or spouse (line 5) Use this when you need to specify who the amount is attributable to. On line 5, indicate whether the amount is attributable to the taxpayer or spouse. ❌ Electronic-Filing Limitation For electronic-filing purposes, a tax return cannot contain more than two copies of Form 3903. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Completing Form 4626 in 1120C Package This guide explains how to determine whether your corporation qualifies for the small corporation exemption and what to do next when completing Form 4626 in the 1120C package. ⚠️ Before You Begin Before you complete Form 4626, refer to the IRS instructions to determine if the corporation qualifies for the small corporation exemption. 📊 Step-by-Step Guide Step 1: Check the small corporation exemption Use this when you need to confirm whether Form 4626 should be included. Refer to the IRS instructions to determine if the corporation qualifies for the small corporation exemption. Step 2: If the corporation qualifies, select the checkbox Use this when the exemption applies. If the corporation qualifies for the small corporation exemption, select the checkbox at the top of this form and the form will not be included in the return. Step 3: If the corporation does not qualify, complete the remainder of the form Use this when the exemption does not apply. If the corporation does not qualify for the exemption, complete the remainder of the form. Step 4: Review all calculated lines and any overrides Use this to ensure the return is accurate. Based on information in the return, most lines are calculated for you. You should review all lines for possible additions and for any other entries you may wish to override. Step 5: Link to the ACE Worksheet from line 4a Use this when you need to see how line 4a is calculated. From line 4a you can link to the Adjusted Current Earnings (ACE) Worksheet. The result from that worksheet will calculate to this line. Step 6: Enter an amount on line 4d Use this to avoid missing required entries. You must enter an amount on line 4d, even if line 4b is positive. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Completing Form 7004 for Electronic Filing To e-file an extension using Form 7004, use the following steps: 📊 Step-by-Step Guide Step 1: Open the return you want to extend Use this when you need to... Open the return for which you wish to complete the extension and fill in the information regarding the company name. Step 2: Choose to electronically file Use this when you need to... Select Yes to the Do you want to electronically file this return? question. Step 3: Select the correct Form 7004 option Use this when you need to... Select either Form 7004 without direct debit or Form 7004 with direct debit for the What form(s) are you e-filing using PINs? question. Step 4: Enter signing and preparer information Use this when you need to... Enter the information for the Signing officer for e-filing, Officer Information, and Preparer Information. Step 5: Add Form 7004 to the return Use this when you need to... Add Form 7004 to the return, and then select the check box at the top of the page to indicate if you are using this form. Step 6: Run diagnostics Use this when you need to... Run diagnostics and correct any errors you may receive. Step 7: Create the e-file Use this when you need to... Click Extension E-File to create an e-file. Step 8: Send Federal/State returns Use this when you need to... Close the return, and then select Send Federal/State Returns to on the Communications menu. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers In this article, you’ll learn how to address: Completing Form 8824. ⚠️ Before You Begin Before you make changes, make sure you understand what form/year worksheet your client is working in. 📊 Step-by-Step Guide Enter T, S, or J (taxpayer, spouse, or joint) at the top of the form next to the name. Fill in all appropriate information in Parts I and II. Line 7 If answer is YES, go to Part II. If answer is NO, go to Part III. Next to line 11c, you may link (F9) to attach an explanation. Complete lines 12 through 14 of Part III if property was NOT like-kind, otherwise go to line 15. Be sure to mark the appropriate boxes on lines 14 and 22 to transfer amounts to those forms. No more than 5 copies Forms 8824 may be included with an electronically-filed return. ❌ Common Errors If the issue isn’t resolved, confirm you’ve linked the correct worksheet relationship. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Completing Form 8824 in SureFire This guide provides quick instructions for entering information on Form 8824 in SureFire. ⚠️ Before You Begin Have Form 8824 information available so you can fill in the correct parts and lines. 📊 Step-by-Step Guide Step 1: Select the taxpayer type at the top of the form Use this when you need to identify who the form applies to. Enter T, S, or J (taxpayer, spouse, or joint) at the top of the form next to the name. Step 2: Complete Parts I and II Use this to ensure the initial sections are filled out. Fill in all appropriate information in Parts I and II. Step 3: Follow the Line 7 answer to determine the next part Use this to route the form based on your answer. If answer is YES, go to Part II. If answer is NO, go to Part III. Step 4: Attach an explanation from line 11c (if needed) Use this when you need to provide additional details. Next to line 11c, you may link (F9) to attach an explanation. Step 5: Complete Part III lines 12 through 14 only when property was NOT like-kind Use this to enter the correct lines based on the property type. Complete lines 12 through 14 of Part III if property was NOT like-kind, otherwise go to line 15. Step 6: Mark the appropriate boxes to transfer amounts Use this to ensure amounts flow to the correct forms. Be sure to mark the appropriate boxes on lines 14 and 22 to transfer amounts to those forms. Step 7: Limit the number of copies included with an electronically-filed return Use this to avoid e-file submission issues. No more than 5 copies Forms 8824 may be included with an electronically-filed return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This guide shows you how to complete Form 8857 by selecting the correct taxpayer/spouse and following the instructions based on the answers you enter. ⚠️ Before You Begin You will need the Form 8857 data for each tax year you are working on. 📊 Step-by-Step Guide Step 1: Start at the top of the form Select the Taxpayer or Spouse at the top of the form. Complete Part I for each year. Step 2: Follow the decision path for line 4 If the answer to line 4 is Yes, skip line 5 and go to line 6. If the answer to line 4 is No, go to line 5. Step 3: Follow the decision path for line 5 If the answer to line 5 is Yes, go to page 2 of the instructions on Community Property Laws. If the answer to line 5 is No, stop here. Do not file this form for that tax year. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Completing Form 8857 (Request for Innocent Spouse Relief) This guide explains how to complete the key parts of Form 8857, including what to do based on your answers to lines 4 and 5. ⚠️ Before You Begin You should: Be ready to complete Part I for each year. Know that your answers to line 4 and line 5 determine what you do next. 📊 Step-by-Step Guide Step 1: Select the correct person at the top of the form Select Taxpayer or Spouse at the top of the form. Step 2: Complete Part I for each year Complete Part I for each year. Step 3: Follow the instructions based on your answer to line 4 If the answer to line 4 is Yes, skip line 5 and go to line 6. If the answer to line 4 is No, go to line 5. Step 4: Follow the instructions based on your answer to line 5 If the answer to line 5 is Yes, go to page 2 of the instructions on Community Property Laws. If the answer to line 5 is No, stop here. Do not file this form for that tax year. ✅ Note Form 8857 can be found in the Miscellaneous package in SureFire. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Completing Form W-7 in Miscellaneous package This guide explains when to use Form W-7, what to enter, and where to mail it. ⚠️ Before You Begin If you have been lawfully admitted for permanent residence or U.S. employment, you are eligible for a Social Security number. Do not complete this form. Check the Taxpayer or Spouse at the top of the form. 📊 Step-by-Step Guide Step 1: Complete the form for the right person Use this when you need to file Form W-7 for clients or their dependents who do not have, and are not eligible to obtain, a Social Security Number. Complete and mail this form to the IRS for clients or their dependents who do not have, and are not eligible to obtain, a Social Security Number. Step 2: Duplicate the form for dependents (if needed) Use this when dependents need Form W-7. If dependents need Form W-7, simply press SHIFT+F10 to duplicate it. Type in the dependent's name instead of the taxpayer or the spouse. A separate Form W-7 must be filed for each dependent. Step 3: Use IRS instructions Use this to view official IRS guidance. Press SHIFT+F1 for IRS instructions. Step 4: Mail the form to the IRS Use this to ensure the form is sent to the correct address. The form must be mailed to: Internal Revenue Service ITIN Operation P.O. Box 149342 Austin, TX 78714-9342 ✅ Additional Notes This form may be duplicated. According to the IRS, it takes about a month to get an ITIN. Earned Income Credit will be disallowed if the qualifying child has an ITIN and not a valid SSN. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Completing Form W-7 in SureFire Note: If this form is used, the return must be mailed to the IRS. Complete and mail this form to the IRS for clients or their dependents who do not have, and are not eligible to obtain a Social Security Number. ⚠️ Important Notes Before You Start This form may be duplicated by pressing Shift+F10. Earned Income Credit will be disallowed if the qualifying child has an ITIN and not a valid SSN. The ITIN is for federal tax purposes only: it does not entitle you to Social Security benefits and does not change your immigration status or your right to work in the United States. If you have been lawfully admitted for permanent residence or U.S. employment, you are eligible for a Social Security number. Do not complete this form. 📊 Step-by-Step Guide Step 1: Reason you are submitting Form W-7 Use this when you need to select why you are requesting an ITIN. If you select check box a or f, enter the treaty country and the treaty article number below line h. Step 2: Line 1 Use this to enter the taxpayer’s name so the return is processed correctly. Enter the first and last name of the taxpayer. Otherwise, the return will not be processed correctly. Enter the first and last name of the taxpayer if as it appears on the birth certificate if it is different from the name on the line above. Step 3: Line 2 Use this to provide the address the IRS will use for documents and notifications. Enter the taxpayer's complete address. This is the address that the IRS will use to return the original documents and send written notification of the taxpayer's ITIN. Step 4: Line 3 Use this for the foreign mailing address when applicable. Enter the taxpayer's foreign address if applicable. DO NOT use a P.O. box number. Step 5: Line 4 Use this to enter birth information. Enter the date of birth, the birth country and the city and store or province. Step 6: Line 5 Use this to indicate the taxpayer’s gender. Select Male or Female. Step 7: Line 6a Use this to list citizenship information. Enter the country or countries (in case of dual citizenship) in which the taxpayer is a citizen. Enter the complete country name; do not abbreviate. Step 8: Line 6b Use this to provide any foreign tax identification number. Enter the Foreign tax ID number (if any). Step 9: Line 6c Use this to provide U.S. visa details when applicable. Enter the type of U.S. visa (if any), the number, and expiration date. Step 10: Line 6d Use this to indicate the identification documents you are submitting. Select the check box to indicate the type of document(s) submitted for identification. Enter the name of the state or country or other issuer, the identification number, the expiration date, and the date of entry into the United States. See the IRS instructions for details. Step 11: Line 6e Use this to indicate whether the taxpayer previously received a U.S. TIN or EIN. Select the applicable check box on this line to indicate if you have previously received a U.S. temporary taxpayer ID number (TIN) or employer identification number (EIN). If you answer No to line 6e, skip line 6f. If you answer Yes to line 6e, complete line 6f. Step 12: Line 6f Use this only if you answered Yes on line 6e. If you selected Yes on line 6e, list the TIN and/or EIN number and number under which issued. Step 13: Line 6g Use this to provide education/employment information and length of stay. Enter the name of the college/university or company, including the city and state. You must also enter the length of stay in the United States. Step 14: Signature Use this to complete the filing date and contact/relationship information. Enter the date you are filing this Form W-7. Enter the applicant's phone number. If the applicant is a minor under 14 years of age, enter the delegate's name and phone number. Select the check box that indicates the relationship to the applicant. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Completing Line 17 of a 1040 Return in SureFire 2015 SureFire Help (F1) instructions for line 17: SureFire calculates this amount from Schedule E. Click the QuickLink icon to open Schedule E. If the taxpayer has one or more K-1s from partnerships ⚠️ Before You Begin Make sure you have access to the taxpayer’s 1040 and Schedule E within SureFire 2015. 📊 Step-by-Step Guide Step 1: Open Schedule E using QuickLink Use this when you need to calculate the amount for line 17. SureFire calculates this amount from Schedule E. Click the QuickLink icon to open Schedule E. Step 2: Review K-1s from partnerships (if applicable) Use this when the taxpayer has partnership income. If the taxpayer has one or more K-1s from partnerships 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers In this article, you’ll learn how to address: Completing page 2 of Form 2553 . ⚠️ Before You Begin Before you make changes, make sure you understand what form/year worksheet your client is working in. 📊 Step-by-Step Guide Fill in the name and address of each shareholder along with the number of shares held, the date acquired, SSN (Social Security Number) or EIN (Employer's Identification Number), and the month and day the shareholder's tax year ends. To list additional share holders, press SHIFT+F10 to open the forms list and choose Duplicate Part 1 Shareholders (Dup Part 1.) Page 2 Part II- All corporations using Part II must complete item O and one of item P , Q, or R. Part II Question Q -To request a fiscal tax year based on a business purpose, you must check box Q1 and pay a user fee. You may also check box Q2 and/or Q3. Part II Question- To make a section 444 election, you must check box R1 and you may also check box R2. To attach statements to this page you may use the Blank form. Part III -Use Part III only if you make the election in Part I.   ❌ Common Errors If the issue isn’t resolved, confirm you’ve linked the correct worksheet relationship. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers In this article, you’ll learn how to address: Converting a Traditional IRA to Roth IRA. ⚠️ Before You Begin Before you make changes, make sure you understand what form/year worksheet your client is working in. 📊 Step-by-Step Guide In order to report a conversion, the taxpayer will be issued Form 1099-R showing the total distribution made from their Traditional IRA account. The full distribution does not need to be converted to a Roth IRA, however, any amounts not converted are subject to additional taxes and penalties. Conversions must be reported on Form 8606, Part II. Form 1099-R must be entered into the tax program before computing the taxable amount on Form 8606. ❌ Common Errors If the issue isn’t resolved, confirm you’ve linked the correct worksheet relationship. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 COVID Tax Relief in SureFire 2020 Our tax experts at SureFire are with you along every step of the way in navigating this challenging landscape. We've put together a short video to help you better understand how COVID tax relief can be calculated in SureFire. 📚 What This Guide Covers The following calculations and worksheets will help taxpayers take advantage of recent legislation included in the Coronavirus Tax Relief. 📊 Step-by-Step Guide Step 1: Review the Recovery Rebate (Recovery Rebate Credit) If your taxpayer client received a lower Economic Impact Payment (EIP) amount or did not receive the payment at all, they may be eligible to claim the Recovery Rebate Credit on their 2020 tax return. To ensure that your clients receive the correct amount of Economic Impact Payments, you can use the 1040 Wkt 8 (Recovery Rebate Credit Worksheet) in your SureFire 2020, to reconcile the amounts received versus what the taxpayer is eligible for. Step 2: Understand the Refundable Credits Lookback Rule The recent COVID Tax Relief bill includes a refundable credits lookback rule which can help low-income taxpayers increase their 2020 EITC or CTC, using their earned income from the tax year 2019 to determine the Earned Income Tax Credit and the refundable portion of the Child Tax Credit, in the 2020 tax year. ✅ Success! You now have the key SureFire 2020 guidance for COVID Tax Relief calculations, including the Recovery Rebate Credit and the Refundable Credits Lookback Rule. 💡 Video Resource Check out a great video on this topic here 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Current year depreciation not calculating for a vehicle in an S Corporation return in SureFire This guide explains a common reason current year depreciation may not calculate for a vehicle in an S Corporation return in SureFire, and how to fix it. ⚠️ Before You Begin Make sure you can access the Asset Wkt for the Vehicle and open the Vehicle/Listed Property worksheet. 🛠️ Resolution This can occur when mileage has not been entered on the Vehicle/Listed Property worksheet. 📊 Step-by-Step Guide Step 1: Open the Asset worksheet for the vehicle Go to the Asset Wkt for the Vehicle. Step 2: Open the Vehicle/Listed Property worksheet Click the Vehicle/Listed Property button. Step 3: Complete the worksheet Complete the worksheet. 📝 Note Verify the asset is linked to Form 4562 and it is not linked to the 4562 Summary. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Deadline for filing 1120/1120S returns electronically in SureFire This guide explains the IRS filing deadlines for: S Corporations (Form 1120S) C Corporations (Form 1120) Automatic extension requests (Form 7004) ⚠️ Before You Begin Before you file electronically in SureFire, make sure you know: Your entity type (S Corporation vs. C Corporation) Your tax year end date (calendar year vs. fiscal year) Whether your corporation dissolved or had its S election terminated 📊 Filing Deadlines (1120S and 1120) S Corporation - Form 1120S According to the IRS Instructions for Form 1120-S: Generally, an S corporation must file Form 1120S by the 15th day of the 3rd month after the end of its tax year. For calendar year corporations, the due date is March 15, 2017. A corporation that has dissolved must generally file by the 15th day of the 3rd month after the date it dissolved.   If the S corporation election was terminated during the tax year and the corporation reverts to a C corporation, file Form 1120S for the S corporation's short year by the due date (including extensions) of the C corporation's short year return.   C Corporation - Form 1120 According to the IRS Instructions for Form 1120-C: Starting with 2016 tax returns, all other C Corporations besides December 31 and June 30 year-ends (including those with other fiscal year-ends) will be due on the 15th of thefourth month after the year-end.   However, a cooperative with a fiscal tax year ending June 30 must file by the 15th day of the 3rd month after the end of its tax year. A cooperative with a short tax year ending anytime in June will be treated as if the short year ended on June 30, and must file by the 15th day of the 3rd month after the end of its tax year.   ⏳ Extension of Time To File Requesting an Automatic Extension File Form 7004 to request an extension of time to file. File Form 7004, Application for Automatic Extension of Time To File Certain Business Income Tax, Information, and Other Returns, to request an extension of time to file. Generally, the cooperative must file Form 7004 by the regular due date of the return.   ❌ Note About Weekends and Holidays If the due date falls on a Saturday, Sunday, or legal holiday, the corporation can file on the next day that is not a Saturday, Sunday, or legal holiday. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Dependent Information not carried to Form 2441 This guide explains why dependent information may not carry to Form 2441, Part II, line 2, and what to check to fix it. ⚠️ Before You Begin You will need to review the dependent section on the Main Info screen and confirm the related settings for Form 2441. 📊 Step-by-Step Guide Step 1: Mark the DC column for the qualifying dependent Use this when you need to carry the dependent name and Social Security Number to Form 2441. The column next to the dependent name in the dependent section on the Main Info that says DC must be marked with an X to carry the name and Social Security Number of the Qualifying Dependent to Form 2441, Part II, line 2. Step 2: Confirm Form 2441 has not been overridden Use this when you marked DC with an X but the information still does not carry over. If this check box is marked, make sure that the information on Form 2441 has not been overridden. This will cause any calculated information to not be carried over. Step 3: Un-override the data Use this to restore calculated values so they can carry over correctly. You can un-override the data either by right-clicking the entry and then selecting Un-override, or by pressing SHIFT+F8 on your keyboard. ❌ Common Issue If the DC column is not marked with an X, the dependent name and Social Security Number will not carry to Form 2441, Part II, line 2. Also, if Form 2441 has been overridden, calculated information will not be carried over. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains when you may claim someone as a dependent—and how W-2 income is reported. ⚠️ Before You Begin You will need your tax return information and the W-2 forms for any dependents. 📊 Step-by-Step Guide Step 1: Check dependent eligibility If you qualify to claim a child, a parent, or other person as a dependent on your return, and they received a W-2, you generally do not report their W-2 income on your tax return. Step 2: Confirm how your dependent reports income Your dependents report their W-2 income on their own individual returns. Even if they are not required to file a tax return, they can file to recover any withholding. ❌ Common Errors / Troubleshooting If you are unsure whether someone qualifies as a dependent, review your dependency criteria for the tax year before finalizing your return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Depreciation asks for prior year If there is a fiscal year entered on page 1 (of Form 1120, 1120S, 1065, or 1041), the beginning year date is considered the beginning of the year. Any assets that were placed in service before that date are considered prior-year assets. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Depreciation expense is not flowing to the schedule E in SureFire After overriding fields and adding data on the 4562 form that was not entered on the Asset Worksheet, there are values that do no flow onto the Schedule E form. ⚠️ Before You Begin You will need to: Confirm each asset has been entered onto its own Asset Worksheet in SureFire. Link depreciation to the Sch E so the values flow correctly. 📊 Step-by-Step Guide Step 1: Verify each asset is on its own Asset Worksheet Use this when you need to ensure depreciation has a proper source in SureFire. Check to make sure each asset has been entered onto its own Asset Worksheet in SureFire. Step 2: Link depreciation to the Sch E Use this to connect the depreciation data so it flows to Schedule E. 1. Go to Sch E, page 1. 2. Go to line 18. 4. Click on Function Key F9 or click the link to add the form 4562. 5. On the Form 4562, go to line 6 Press F9 or click the link . 6. Add the Depreciation Worksheet . 7. Fill in the Depreciation information. Repeat the steps above for all properties. 📝 Note Depreciation will not flow to the Schedule if depreciation not correctly linked to the Sch E 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Depreciation for disposed asset not calculating in . This can occur when the asset was placed in service and disposed of in the same year. ❌ Why this happens According to IRS.gov, even if a taxpayer meets the requirements for a property, a taxpayer cannot depreciate the following property: Property placed in service and disposed of in same year. 💡 Next step For more information see IRS - A Brief Overview of Depreciation. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Description location of PDF at SCH-E2 form copy 1; PDF-D is blank - On SCH E pg 2 Line 28 when trying to attach a PDF gettingDescription location of PDF at SCH-E2 form copy 1; PDF-D is blank This message means the system needs an EIN entered before you can attach the PDF. ⚠️ Before You Begin You will need: An EIN to enter for the SCH-E2 form copy 1 process 📊 Step-by-Step Guide Step 1: Enter an EIN Use this when you need to provide the required EIN so the PDF can be attached. There needs to be an EIN entered. Please enter a EIN. Step 2: If multiple K-1s override the entry, attach using one EIN Use this when you have multiple K-1s and the EIN entry is being overridden. If multiple K-1s override the entry, enter one of the EINs, then you can attach the PDF. ✅ Success! After entering an EIN (and using one of the EINs if multiple K-1s override), you should be able to attach the PDF. ❌ Common Errors If you still see that the PDF-D is blank when trying to attach the PDF on SCH E page 2 line 28, re-check that an EIN has been entered as required. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Diagnostic Error - IRS Requires a PDF attachment if Sch B1 is used in the return PDF attachments are not currently supported in the federal 1120S module 2018. ⚠️ Before You Begin On the form 1120S, page 2, line 3, the question is answered yes to add Sch B1. 🧩 What to Do Step 1: Confirm the Sch B1 selection Use this when you need to verify whether your Sch B1 response is correct. On 1120S, page 2, line 3, the question is answered yes to add Sch B1. If this response is correct, continue to the next step. Step 2: Paper file the return Use this when you need to submit the return because a PDF attachment is required. If the response is correct, you will need to paper file this return. ❌ Important Note PDF attachments are not currently supported in the federal 1120S module 2018. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Diagnostic error: Car/truck expenses on Schedule F This article explains what the diagnostic message means and how to fix it. Diagnostic message: Diagnostic Error Car/truck expenses on Schedule F, line 10, is significant and Form 4562, page 2 is not present. (3) ⚠️ Before You Begin Make sure you can access the vehicle’s Asset worksheet in your tax software. 📊 Step-by-Step Guide Step 1: Open the Asset worksheet for the vehicle Use this when you need to update the vehicle information so Form 4562 page 2 can generate. Go to your Asset worksheet for the vehicle. Step 2: Complete the Vehicle / Listed Property tab Fill out the required details so the software can activate and populate Form 4562 page 2. Click the Vehicle / Listed Property tab and fill it out. Step 3: Confirm Form 4562 page 2 becomes active After completing the tab, the diagnostic issue should clear. Your 4562 page 2 will become active and filled out. ✅ Success! Once you complete the Vehicle / Listed Property tab, Form 4562 page 2 should activate and populate, resolving the diagnostic error. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Diagnostic error IND-200-02 Message: 'DepositorAccountNum' in 'AtSubmissionCreationGrp' in 'AdditionalFilerInformation' in the Return Header must have a value - Diagnostic error IND-200-02: 'DepositorAccountNum' in 'AtSubmissionCreationGrp' in 'AdditionalFilerInformation' in the Return Header must have a v You cannot use a bank product to get paid preparer fees if there is no federal refund. 📊 Step-by-Step Guide Step 1: Confirm you have a federal refund Use this when you need to verify whether bank product payout for preparer fees is allowed. You cannot use a bank product to get paid preparer fees if there is no federal refund. Step 2: Resolve the missing Return Header value Use this when you see IND-200-02 related to DepositorAccountNum. The diagnostic error indicates that 'DepositorAccountNum' in 'AtSubmissionCreationGrp' under 'AdditionalFilerInformation' in the Return Header must have a value. ⚠️ Before You Begin Make sure you have a federal refund available before attempting to use a bank product to get paid preparer fees. ❌ Common Errors IND-200-02: 'DepositorAccountNum' in 'AtSubmissionCreationGrp' in 'AdditionalFilerInformation' in the Return Header must have a value. Related issue: You cannot use a bank product to get paid preparer fees if there is no federal refund. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Diagnostic error on LA 565: " hexadecimal value 0x00 - ""Exception in CreateEfile: ""."" hexadecimal value 0x00 This article explains the diagnostic error you may see for LA 565: hexadecimal value 0x00 - "Exception in CreateEfile: "." hexadecimal value 0x00 Additional message: is an invalid character ⚠️ Before You Begin To resolve this error, you will need to identify what field or data contains an invalid character (specifically related to a 0x00 value). 📊 Step-by-Step Guide Step 1: Review the full error text Use this when you need to confirm exactly what the diagnostic is reporting. Confirm you are seeing the message: hexadecimal value 0x00 - "Exception in CreateEfile: "." hexadecimal value 0x00 And the additional detail: is an invalid character Step 2: Locate the invalid character in your LA 565 data Use this when you need to find the source of the invalid character. Because the error indicates an invalid character associated with hexadecimal value 0x00, check your LA 565 inputs for any unexpected or unsupported characters in the relevant fields. ❌ Common Errors This diagnostic typically appears when a field contains an invalid character (the message indicates a 0x00 value). If you continue to see the error after checking your data, you may need support to pinpoint the exact field causing the issue. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Diagnostic error On the K-1 Message: On the K-1, the incorrect name fields have been completed. If the partner is an individual, complete the first and last name fields. If the partner is a business entity, complete the entity name field. (51) This guide explains what the error means and how to fix the name fields on the K-1. ⚠️ Before You Begin Make sure you know whether the partner is: An individual (use first and last name fields) A business entity (use the entity name field) 🛠️ Step-by-Step Guide Step 1: Open the K-1 Use this when you need to locate the fields that are causing the diagnostic error. Go to the K-1. Step 2: Clear the incorrect individual information Use this when the partner is a business entity but the individual fields were filled in. Remove the information from the individual field. Step 3: Enter the correct name in the entity field Use this when the partner is a business entity and the entity name field should be completed. Enter the name on the entity name field. ✅ Success! The diagnostic error should be resolved once the correct name fields are completed based on whether the partner is an individual or a business entity. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Diagnostic error: Form 1040: On Schedule EIC Message: On Schedule EIC, the second child listed does not appear to be a qualifying child for this credit. If the child was born after 1999 or is older than you and questions 4a and 4b are both No, go to the Main Information Sheet and uncheck the EIC box for th ⚠️ Before You Begin According to the Earned income tax rules, the child must be under 24, not 24 and under. For example: Age 23 will qualify if the child is a student. Age 24 will not qualify. 📚 What This Guide Covers This guide explains the Qualifying Child Rules for the Earned Income Tax Credit (EITC), including the age requirements. Reference: https://www.irs.gov/credits-deductions/individuals/earned-income-tax-credit/qualifying-child-rules#Tests%20for%20a%20Qualifying%20Child 📊 Qualifying Child Rules (Age) To be a qualifying child for the EITC, your child must be: Step 1: Check if the child is permanently and totally disabled Use this when you need to confirm disability status for EITC eligibility. Any age and permanently and totally disabled at any time during the year. For more information, see Disability and Earned Income Tax Credit. Step 2: Check if the child is under age 19 (and younger than you) Use this when the child is younger than 19 at the end of the year. Under age 19 at the end of the year and younger than you (or your spouse, if you file a joint return) Step 3: Check if the child is under age 24 (and a full-time student) Use this when the child is a student and under 24 at the end of the year. Under age 24 at the end of the year and a full-time student for at least 5 months of the year and younger than you (or your spouse, if you file a joint return) ❌ Troubleshooting Tip If the second child listed on Schedule EIC does not appear to be a qualifying child, review the child’s age and whether the child meets the qualifying rules above. If the child was born after 1999 or is older than you and questions 4a and 4b are both No, go to the Main Information Sheet and uncheck the EIC box for th 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Diagnostic error: NJ state return is having diagnosti error The "IncomePercentage" element is invalid - The value "40.18" is invalid according to its datatype Our SureFire Analyst suggest that you override this field to zero on the NJ 2210 worksheet. We are reaching out to the state because it appears the schema has the wrong format for this field but this should provide a workaround for them that doesn't impact the return. 📊 Step-by-Step Guide Step 1: Locate the NJ 2210 worksheet Use this when you need to find the field that is triggering the diagnostic error. Step 2: Override the field to zero Override the problematic field to 0 on the NJ 2210 worksheet as suggested by our SureFire Analyst. ✅ Success! This provides a workaround for the state that doesn't impact the return. ❌ Troubleshooting If you still see the diagnostic error after overriding the field to zero, the issue may be related to the state schema expecting a different datatype/format for IncomePercentage. We are reaching out to the state because it appears the schema has the wrong format for this field. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Diagnostic Error: Schedule K-1 TIN Format The taxpayer ID number on Schedule K-1 must be entered in the correct format: SSN or EIN with hyphens FOREIGNUS for foreign partners APPLD FOR if the identifying number has been applied for Error Code: (28) ⚠️ Before You Begin Make sure you have access to the partner’s Schedule K-1 so you can review the TIN (taxpayer identification number) formatting. 📊 Step-by-Step Guide Step 1: Check Schedule K-1 TIN Formatting Use this when you need to confirm the taxpayer ID number is in the required format. Go to Sch K-1 and make sure TIN has hyphens. ✅ Success! Once the TIN on Schedule K-1 is entered in the correct format (SSN/EIN with hyphens, FOREIGNUS for foreign partners, or APPLD FOR if applied for), the diagnostic error should be resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Diagnostic Errors: If any paid preparer information is entered This guide explains what to do when you see a diagnostic error related to paid preparer information. 📊 Step-by-Step Guide Step 1: Go to the Main Information Page Use this when you need to access the preparer section. Go to the main information page. Step 2: Verify the PTIN and Check the Confirmation Box Use this when the diagnostic error indicates the PTIN needs to be confirmed. Below the section for Preparer information, check the box next to: " I have verified the that the PTIN entered above is correct and belongs to the preparer signing the return" 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Diagnostic message: On CA 540 Need to enter county on the CA 540 page 1, immediately above the section for Principal Residence Information 📊 Step-by-Step Guide Step 1: Enter the county on CA 540 (Page 1) Use this when you need to resolve the diagnostic message. Go to CA 540 and open Page 1. Enter the county in the field located immediately above the section for Principal Residence Information. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Diagnostic: "If two forms 2106 are present in a tax return" This diagnostic helps explain why you may see two Form 2106 entries in a tax return and what to do next. ⚠️ What This Can Occur When All forms 2106 are marked for the taxpayer. If correct, then return will need to be paper filed. All forms 2016 are marked for the spouse. If correct, then return will need to be paper filed. No selection has been made on either form 2106. You have an extra form2016 in the return that is not being used. If not in use, delete the form. 📊 Step-by-Step Resolution Step 1: Go to the first Form 2106 Use this when you need to check the taxpayer selection for the first Form 2106. Go to the first form 2106. Step 2: Verify it is marked for the taxpayer Confirm the taxpayer selection is correct before moving on. Verify that it is marked for the taxpayer. Step 3: Go to the second Form 2106 Use this when you need to check the spouse selection for the second Form 2106. Go to the second form 2106. Step 4: Verify it is marked for the spouse Confirm the spouse selection is correct before saving. Verify that it is marked for the spouse. Step 5: Make corrections where necessary Update any selections that are incorrect. Make corrections where necessary. Step 6: Click Save Save your changes so the diagnostic can update. Click Save. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Diagnostics - On Schedule EIC - Full Message Text On Schedule EIC, the first child listed does not appear to be a qualifying child for this credit. If the child was born before 2002 or is older than you and questions 4a and 4b are both No, go to the Main Information Sheet and uncheck the EIC box for ⚠️ Before You Begin Review the child listed on Schedule EIC to confirm whether they qualify for the EIC credit. A disabled parent does not qualify for EIC. 📊 Step-by-Step Guide Step 1: Go to Schedule EIC Use this when you need to access the Schedule EIC section. Go to Sch EIC Step 2: Check the option at the top of Schedule EIC Use this when you need to indicate the taxpayer seems to qualify for EIC, but does not. At the top for the form, check the box at the top of the Sch EIC that says if Taxpayer seems to qualify for EIC, but does not... Step 3: Confirm the qualifying status Use this when you need to verify why the credit does not apply. A disabled parent does not qualify for EIC. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Direct Debit for Balance Due or Estimated Tax Payment in SureFire This guide explains how to complete the Direct Debit form in SureFire for: Balance due (allow the IRS to debit your checking or savings account) Estimated tax payment (debit one estimated tax payment from your checking or savings account) ⚠️ Before You Begin Complete this form only if the taxpayers: Have a balance due and want to allow the IRS to debit their checking or savings account for the payment Want one estimated tax payment debited from their checking or savings account Important: If you need to do both (balance due and estimated tax payment), you must duplicate the form and complete one copy for each debit. 📊 Step-by-Step Guide Step 1: Read the on-screen instructions Use this when you need to follow the form prompts while entering information. Read the on-screen instructions. Step 2: If you need both debits, duplicate the form Use this when you need to submit two separate debits (balance due and estimated tax payment). In order to do both, you must duplicate this form and complete one copy for a debit of balance due and one for a debit of the estimated tax payment. To duplicate the form, press Shift+F10 while the form displays on your window. Do not fill in both sections on the same form. Step 3: Complete the “Balance Due on Your Tax Return” section Use this when you are setting up the debit for the balance due. Fill in the required entries. Use this when you need to choose the debit date for the balance due. The taxpayer can specify on which date the debit should take place. If the return is transmitted on or before April 15, the requested date cannot be later than April 15. If the return is transmitted after April 15, the requested payment date should be the current day's date (shown on-screen). Do not enter @T/OD/AY. Step 4: Complete the “Estimated Tax Payment” section Use this when you are setting up the debit for an estimated tax payment. Be sure the account information you enter for this field is correct. It is not cross-checked by SureFire with any other account information. Use this when you need to select the correct requested payment date. Read the on-screen instructions regarding requested payment dates. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Distributions cannot be entered on Line 19 of the Form K1 P/S This article explains what the entry on Form K1 P/S, Pg. 1, Line 19 represents and when it becomes taxable. ⚠️ Before You Begin Line 19 on the Form K1 P/S (Pg. 1) is specifically for cash distributions from the partnership. This amount is not automatically taxable. 📊 What Line 19 Means The entry on the Form K1 P/S Pg. 1, Line 19 is for cash distributions from the partnership. The amount on Line 19 is not per se taxable. It is only taxable to the extent that the distribution exceeds partnership basis or at-risk basis limitations. 📌 When It Becomes Taxable Use this when you need to determine whether a distribution must be reported elsewhere. If the distribution exceeds the partnership basis or at-risk limitation, then it will need to be reported to Form 8949 after receiving the appropriate Form 1099. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Do I need to complete form 8867 Due Diligence in an individual return? This guide explains when you should complete the required parts of Form 8867 Due Diligence for an individual return. ⚠️ When You Need to Complete Form 8867 If claiming any of the following credits, Part I and Part VI should be completed: Earned Income Credit (EIC), complete Part II. Child Tax Credit (CTC), Additional Child Tax Credit, Other dependent credit, complete Part III. American Opportunity Tax Credit (AOTC), complete Part IV. Head of household filing status, complete Part V. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Do I qualify for CA FTB 3853? CA state allows residents/part year residents with a SSN or ITIN to apply for an exemption. Therefore there is no special exemption specifically for ITIN holders. If they did not apply for the exemption, they do not have one. ⚠️ Important Note About Approval Timing "This exemption will only be approved for months in the future until the end of the current calendar year. For example 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Does Form 1040 have a second extension form for additional time to file? According to the IRS Form 1040 instructions: 📚 What If You Can’t File On Time? ⚠️ Automatic 6-Month Extension You can get an automatic 6-month extension if, no later than the date your return is due, you file Form 4868. For details, see Form 4868. ⚠️ Automatic Extension by Electronic Payment (Instead of Form 4868) Instead of filing Form 4868, you can apply for an automatic extension by making an electronic payment by the due date of your return. ⚠️ Automatic Extension Without Filing Form 4868 (U.S. Citizen or Resident Alien) If you are a U.S. citizen or resident alien, you may qualify for an automatic extension of time to file without filing Form 4868. You qualify if, on the due date of your return, you meet one of the following conditions. You live outside the United States and Puerto Rico and your main place of business or post of duty is outside the United States and Puerto Rico. You are in military or naval service on duty outside the United States and Puerto Rico. ⚠️ Extra Time and Interest (Military/Service Outside U.S. and Puerto Rico) This extension gives you an extra 2 months to file and pay the tax, but interest will be charged from the original due date of the return on any unpaid tax. You must include a statement showing that you meet the requirements. ⚠️ Additional 4 Months (If Still Unable to File) If you are still unable to file your return by the end of the 2-month period, you can get an additional 4 months if, no later than June 15, 2022, you file Form 4868. This 4-month extension of time to file doesn't extend the time to pay your tax. See Form 4868. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Does Indiana support PDFs for electronic filing in business returns? No, Indiana doesn't support PDFs when electronic filing 1120, 1120S, or 1065 returns. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Does SureFire have a form that will calculate penalties and interest? No, SureFire does not have a form that will calculate penalties and interest for someone that did not pay their balance due by the April deadline. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Does SureFire have a Retired Minimum Distribution (RMD) waiver? No, the SureFire program does not have a Retired Minimum Distribution (RMD) waiver. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Does SureFire support 1041-Fiduciary state e-filing? Currently, SureFire supports e-filing of Fiduciary (1041) returns only for New York and Massachusetts. ⚠️ Before You Begin Supported states: New York Massachusetts 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Does SureFire support e-filing the 990-N e-postcard? No, SureFire does not support e-filing of the 990-N e-postcard at this time. 📚 What You Can Do Instead Form 990-N can be filed for free at IRS.gov. For more information, see IRS 990-N FAQS 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Does SureFire support efiling the CT 1040 extension? Effective Tax Year 2021, SureFire and SureFire Web Version support e-file for the CT-1040 Extension. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Does SureFire support NJ for 990? SureFire does not support state of NJ for 990 returns. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Does the 8867 get e-file with the return? Yes. As long as the form is completed and is checked off on the forms tree. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Does the depreciation schedule have a report that shows the prior year accumulated depreciation? The depreciation detail schedule showing prior year amounts will be printed with your form 4562. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Does TW use a K-1 input for AL, or just the Sch NR BDE and a scratch pad? This article explains how Alabama (AL) is handled when adding state information for a 1065 Sch K-1, and addresses the concern about overall AGI appearing to “double up” under AL instead of separating between states. ⚠️ Before You Begin You may be reviewing a return where state allocation is expected to split amounts between states (for example, AL vs. FL), especially after adding the state on the Sch K-1. 📊 Answer / How It Works No, there is no separate AL K-1 input sheet. In the return that is attached, the AL BDE shows the total amount as the amount that is included in the federal and 0 allocated to AL. The state box at the top can be used to allocate all of the income to a part-year or nonresident state but not a portion. If only a portion is allocable to a state, the user would need to override on the state return. I do not see this doubling that that is mentioned. ✅ Summary No separate AL K-1 input sheet AL BDE reflects total federal amount and 0 allocated to AL (in the attached return) State box at the top allocates all income to part-year/nonresident states, not a portion For partial allocation, override on the state return No doubling observed in the described scenario 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Double state refund is showing on return The state abbreviation needed to be removed from the second full year resident slot on the Main Info. 📊 Step-by-Step Guide Step 1: Remove the extra state abbreviation The state abbreviation needed to be removed from the second full year resident slot on the Main Info. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 E-file availability for ID 1041 return Idaho 1041 returns are not currently supported for E-file (according to the instructions). They should be mailed to the address below. ⚠️ Before You Begin Because Idaho 1041 returns are not currently supported for E-file, you will need to mail your return and payment. 📬 Where to File Mail the return and payment to: Idaho State Tax Commission PO Box 56 Boise ID 83756-0056 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 E-File Button Greyed out in a 1040X Issue: You can’t e-file a 1040X when the state e-file option is selected—when you try to e-file, the e-file button is greyed out. 📚 What This Guide Covers This guide explains why the e-file button may be greyed out when you are trying to e-file a 1040X and the state return is also marked for e-filing. ⚠️ Before You Begin Check whether your state return has been marked off for e-filing while you are attempting to e-file a 1040X. 🧩 Why This Happens This can occur when trying to e-file a 1040X where the state return has also been marked off for e-filing. ❌ Important Note About Amended Returns Some states will need to say no to e-filing to e-file 1040X in SureFire since not all states are available to e-file amended returns. ✅ What To Do Step 1: Review your state e-file selection Confirm whether the state return is marked for e-filing while you are attempting to e-file the 1040X. Step 2: Set state e-file to No if required Some states will need to say no to e-filing to e-file 1040X in SureFire. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 E-file button is greyed out when creating extension E-files in SureFire Web Version It is not possible to E-file a return with $0 income. SureFire Web Version requires some type of income reflected in the 1040 Pg 1 in order to create e-files. ⚠️ Before You Begin Make sure the return has some type of income reflected on 1040 Pg 1. If the income is $0, the E-file button will remain greyed out. 🛠️ Workaround for Extensions Step 1: Enter $1 on line 1 Use this when you need to activate the E-file button for an extension. Enter $1 on line 1. This will activate the E-file button. Step 2: Remove the $1 before submitting the actual return Use this to ensure your final submission is accurate. Remember to remove this amount on actual return submission. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Diagnostic Error: Invalid 'http://www.irs.gov/efile:PersonNm' Element This error typically means the IRS e-file XML is missing or has an invalid value for the person name field. Error details: The 'http://www.irs.gov/efile:PersonNm' element is invalid. The value '' is invalid according to its datatype 'http://www.irs.gov/efile:PersonNameType' - The Pattern constraint failed. ⚠️ Before You Begin Make sure you have access to the return and can edit Form 8965. 🧩 Step-by-Step Guide Step 1: Complete the required information on Form 8965 Part I Use this when you need to resolve the invalid person name value causing the e-file diagnostic error. Make sure to complete the required information on Form 8965 Part I. ✅ Success! After you complete the required information on Form 8965 Part I, re-run the e-file diagnostics to confirm the error is resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 E-file Reject F1-002 Our records indicate you have claimed more estimated payments than are in your account. View the payments in your account at https://www.revenue.wi.gov/Pages/Apps/TaxPaymentInquiry.aspx 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Reject IL1040-7200-2 This reject message indicates a mismatch between the Direct Deposit or Paper Check selection and the related line on the same form and page. ⚠️ Before You Begin Please review the following fields on Form IL1040 to ensure they match correctly. 📊 Step-by-Step Guide Step 1: Verify the Direct Deposit / Paper Check selection Use this when you need to confirm the correct box is selected. Make sure that Form IL1040 Step 11 Line 38a Direct Deposit box or Form IL1040 Step 11 Line 38b Paper Check box matches Line 37 on the same form and page. Step 2: Re-check Line 37 alignment Use this when you need to resolve the reject by correcting the line relationship. Form IL1040 Step 11 Line 38a Direct Deposit Box or Form IL1040 Step 11 Line 38b Paper Check Box must line 37 on the same form and page. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 E-File rejection CA F540/2EZ-1010 - CA F540/2EZ-1010 If same is present then county in California must be present. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file rejection error ILNR-800-1 This rejection message indicates a data rule issue on the IL NR (Form IL-1040) e-file submission. ILNR-800-1: OtherStateResidencyFromDate must be blank when Form IL1040 Step 1D NonresidentBox is equal to X. Specifically, the rejection references: ILNR Step 1 Line 2a-2b PrimaryResidencyDates OtherStateResidencyFromDate ⚠️ Before You Begin Before resubmitting, you will need to update the IL NR Page 1 data to match the e-file requirements. 📊 Step-by-Step Guide Step 1: Clear the applicable IL NR Page 1 data Use this when you need to remove data that is not allowed for your selected NonresidentBox setting. Remove the data on IL NR Page 1 as applicable. ✅ Success! After clearing the applicable IL NR Page 1 data, OtherStateResidencyFromDate should be blank when Form IL1040 Step 1D NonresidentBox is equal to X. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file rejection error: OH-PIT-053 in SureFire OH-PIT-053 means that on one or more of your W2 forms, you claimed state income tax withholding but did not provide required state information. Please correct the W2 and retransmit. What’s missing (as applicable): State abbreviation Employer's Federal EIN Employer's state ID number State wages ⚠️ Before You Begin Make sure you have the correct state information for the W2(s) you are retransmitting. 📊 Step-by-Step Guide Step 1: Enter the missing State Information on the W2 Use this when you need to provide the required state details that were missing from your W2 submission. Enter the missing State Information on the W2. ❌ Common Errors This rejection occurs when you claimed state income tax withholding but did not provide one or more of the following: State abbreviation Employer's Federal EIN Employer's state ID number State wages Correct the missing information and retransmit. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file rejection F8862-006-01 - Full Reject Message F8862-006-01: If Form 8862, CTCACTCODCClaimedInd is checked, then CTCACTCChildInformationGrp or ODCPersonInformationGrp must have a value. ⚠️ Before You Begin Make sure you are reviewing Form 8862, specifically page 1, where the CTC/ODC checkbox is located. 🛠️ What This Means If on 8862 page 1, the checkbox for CTC/ODC is checked, then you must have information in the corresponding sections for this credit in the 8862 form. ✅ How to Fix It Step 1: Check the CTC/ODC checkbox on Form 8862 page 1 Confirm whether the checkbox for CTC/ODC is checked (this corresponds to CTCACTCODCClaimedInd). Step 2: Enter the required information in the matching section If the CTC/ODC checkbox is checked, you must provide values in the corresponding group(s): CTCACTCChildInformationGrp or ODCPersonInformationGrp. Step 3: Re-submit after completing the missing section(s) Once the required information is added, try the e-file process again. ❌ Common Errors Checkbox is checked on 8862 page 1, but the related credit information section is left blank. CTCACTCChildInformationGrp and/or ODCPersonInformationGrp does not have a value when required. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File rejection IL1040-11730-1 on an IL return using SureFire - IL1040-11730-1FormIL1040 Step 8 Line 28 This guide explains why you may see the e-File rejection IL1040-11730-1 and what to check on your IL Form IL-1040 return. ⚠️ Before You Begin Before you make changes, confirm you have access to: Your IL Form IL-1040 (especially pg 2, line 28) Your IL Sch K-1 P (especially line 53a) Your IL Sch K-1 T (especially line 50) 📊 Step-by-Step Guide Step 1: Verify the IL-1040 line 28 amount The amount showing on line 28 of pg 2 of the IL 1040 must match or be less than the amount reported on IL Sch K1 P, line 53a, and or IL Sch K1 T, line 50. Step 2: If the amounts match, check the IL K-1 e-file marking If both amounts match, verify the IL K1 is marking for e-file. Step 3: If the IL K-1 is not marked for e-file If is not marked for e-file, go to the federal Sch K-1 and enter IL on pg 1, line 'Enter the state in which this income is to be taxed, if different from the state of' ❌ Rejection Summary (What SureFire is Checking) IL1040-11730-1 indicates: Form IL-1040 Step 8 Line 28: PassThroughEntityTaxCredit must not be greater than the sum of all occurrences of SchILK1P Step 7 Line 53a PassThroughEntityTaxCredit plus all occurrences of SchILK1T Step 7 Line 50 NResPassThro 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: F1040-164-01 Form 8862 must be present in the return with Earned Income Credit Claimed Indicator checked in a 1040 return. ⚠️ Before You Begin Make sure you have the information needed to complete Form 8862 and confirm the Earned Income Credit (EIC) Claimed Indicator is checked. 📊 Step-by-Step Guide Step 1: Add Form 8862 Add Form 8862 to the return. Step 2: Check the box for EIC Check the box for EIC (Earned Income Credit). Step 3: Complete Part I and II on Form 8862 Complete Part I and II on Form 8862. ❌ Common Errors This rejection typically occurs when Form 8862 is missing or when the Earned Income Credit Claimed Indicator is not checked in the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection: F990-177-01 If Form 990 - IRS reject: F990-177-01: If Form 990 This article covers the e-file rejection message F990-177-01 related to Form 990. ⚠️ Before You Begin Please review the rejection details in your e-file acknowledgment and confirm you are working on the correct return and form. 📊 Step-by-Step Guide Step 1: Review Part IV Use this when you need to check the section referenced by the rejection. Part IV 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: R0000-904-03 "Software ID in the Return Header must have passed testing for the form family..."" in a 1040 return using SureFire. ⚠️ Before You Begin To resolve this rejection, you will need to uninstall and re-install the modules for your SureFire software. 📊 Rejection Details Full Rejection Text "Software ID in the Return Header must have passed testing for the form family and tax year." 🛠️ Resolution Step 1: Uninstall and Re-install SureFire Modules To fix this reject, the modules for your SureFire software need to be uninstalled and re-installed. Step 2: Follow the Uninstall/Reinstall Instructions For instructions on how to uninstall and reinstall modules check article 000048282 ✅ Success! After you uninstall and re-install the required SureFire modules, the rejection should be resolved. 📝 Additional Information     Para obtener la versin en espaol de este artculo de Knowledge Base 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: SA-F990-101-01 (Schedule A) This rejection occurs when Schedule A (Form 990 or 990-EZ), Part I has certain checkboxes selected, but the required value in Part II is missing. ⚠️ What Triggers This Rejection If Schedule A (Form 990 or 990-EZ), Part I has any of the following checked: Part I, Line 5 Part I, Line 7 Part I, Line 8 …then Part II, Line 6 (f) must have a value. 📊 Step-by-Step Guide Step 1: Open Schedule A Use this when you need to locate the exact fields causing the rejection. Go to Form 990, Schedule A, page 2, Part II. Step 2: Check Part I selections Use this to confirm which Part I checkbox(es) were selected. In Schedule A, Part I, confirm whether Line 5, Line 7, or Line 8 is checked. Step 3: Enter a value for Part II Line 6 (f) Use this to satisfy the e-file requirement tied to your Part I selections. In Schedule A, Part II, line 6, column (f), enter a value. Form 990, Schedule A, page 2, Part II, line 6 column (f) must have a value if you selected lines 5, 7, or 8 on Part I. ❌ Troubleshooting If you already entered data in Part II, Line 6 (f), double-check that it is not blank and that the correct value is present. If you did not intend to select Part I, Line 5, 7, or 8, review those checkboxes and update them accordingly. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File status for year 20xx does not show on the Return Status tool when efiling a Pre-Ack return in SureFire A customer wants to check the Return Status for a return, but the only options available are the prior three years not current year. ⚠️ Before You Begin In this situation, the e-file program has not started yet—only Pre-Ack is available. 📊 What’s Happening The reason you do not see the current year (20xx) in the Return Status tool is because SureFire is not transmitting e-files yet. Since e-files are not being sent, there is no current year e-file status to display. 🧭 How to Find the Information You Need Step 1: Use the Search Query (SureFire) Click on the search query (SureFire) to get information about the bank ack. Step 2: View the Acknowledgement History Use Display selected e-file Acknowledgement History () to review acknowledgement details. ❌ Common Issue If you only see the prior three years and not the current year, it is because the e-file program has not started and only Pre-Ack is available. ✅ Success! Once e-files begin transmitting, the current year e-file status will be available in the Return Status tool. Until then, use the bank acknowledgement search and the acknowledgement history options. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Validation Error: CombatZoneInd element is invalid This guide explains what the e-file validation message means and what to check in SureFire. ⚠️ Before You Begin Review the taxpayer’s situation and confirm whether they were actually in a combat zone. 🛠️ Step-by-Step Guide Step 1: Check SC 1040 Page 1 (Name of the combat zone) Use this when you need to fix the validation error caused by an invalid CombatZoneInd value. On SC 1040 Page 1, locate the field for Name of the combat zone. If the taxpayer was not in a combat zone, remove the verbiage entered in that field. ❌ Troubleshooting The validation message indicates: The "http://www.irs.gov/efile:CombatZoneInd" element is invalid The value "" is invalid according to its datatype http://www.irs.gov/efile:CheckboxType Clearing the combat zone verbiage when the taxpayer was not in a combat zone helps ensure the e-file data matches the expected checkbox datatype. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 E-file validation error (Form 1065 (Sch K-1)) Validation message: The taxpayer ID number on Schedule K-1 must be the SSN or EIN with hyphens. It must be: SSN or EIN with hyphens FOREIGNUS for foreign partners APPLD FOR if the identifying number has been applied for Error code: (28) ⚠️ Before You Begin Make sure you have the correct partner identifying information available (SSN/EIN with hyphens, or the appropriate alternative value for foreign partners or applied-for numbers). 📊 Step-by-Step Guide Step 1: Enter the SSN with hyphens on Schedule K-1 Use this when you need to fix the Schedule K-1 taxpayer ID format so e-file validation passes. On Sch K-1, enter the hyphens in the SSN. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide CoversThis guide explains the E-File Validation error and how to fix it when you see issues related to duplicate Description fields.📊 Step-by-Step GuideRecognize the cause: the error can appear even when the return looks normal. The actual issue is that somewhere in the return there are two description fields with the exact same name in the Description Name field.Fix the issue by doing one of the following:Combine the two descriptions into one field, and combine the figure amounts as well.Change the names of the descriptions slightly so they are different. For example, change:Description Example, Description Example to Description Example 1, Description Example 2.  📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 E-file Validation Error Help (NY-215) Validation error: 'http://www.irs.gov/efile:indicatorType2' for a NY return on form NY-215 using SureFire What this means: The e-file validation is reporting that the 'claimed' attribute is invalid because the value '1' does not match the expected datatype http://www.irs.gov/efile:indicatorType2 (Pattern constraint fail). ⚠️ Before You Begin Please remove overrides on form NY 215. 📊 Step-by-Step Guide Step 1: Remove overrides on NY-215 Use this when you need to clear any manual override values that may be causing the validation error. Please remove overrides on form NY 215. Step 2: Confirm the return is marked for e-file Use this when the form is not pulling amounts correctly from the federal return. If the form is not marked for e-file anymore and the income and other fields don't pull the amounts from the federal return, verify that the taxpayer qualifies for Earned Income Tax Credit. Step 3: Verify Earned Income Tax Credit eligibility Use this when the taxpayer’s situation may not match what the form expects. If the form is not marked for e-file anymore and the income and other fields don't pull the amounts from the federal return, verify that the taxpayer qualifies for Earned Income Tax Credit. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 E-file validation Error: Form 1065 irs.gov/efile PartnerEIN element is invalid. The value is invalid according to its datatype. E-file: EINTYPE the pattern constrain failed when using SureFire. ⚠️ Before You Begin Make sure you have the correct EIN format available so you can enter it accurately. 📊 Step-by-Step Guide Step 1: Update the EIN on Schedule B, Part II Use this when you need to correct the EIN format causing the validation error. Go to the Schedule B, Part II and add or enter the EIN correctly. Step 2: Enter the EIN with the hyphen in the correct spot Use this to match the required EIN pattern. You will need to add the hyphen after the first 2 numbers. Example: 12-3456789 ❌ Common Errors This error typically happens when the EIN is entered without the required hyphen placement or does not match the expected EIN pattern. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Validation Error: Form 1099NEC This guide explains how to fix the e-file validation error related to Form 1099NEC and the attached Form 8919 SP. ⚠️ Before You Begin Before you make changes, make sure you understand which 1099 NEC is causing the issue—specifically the 2nd 1099 NEC attached to the Form 8919 SP. 📊 Step-by-Step Guide Step 1: Remove the 2nd 1099 NEC attached to Form 8919 SP Use this when you need to stop the program from continuing to process the problematic task. Remove the 2nd 1099 NEC attached to the Form 8919 SP. Step 2: Stop processing that task, then remove Form 8919 SP Use this when the program is still working on the task that is causing the validation error. Make sure the program has stop processing that task and then remove it by: Right click "Remove Form" 8919 SP. Step 3: Rebuild using the first 1099 and add the additional 1099 NEC data Use this when you need to keep the correct data while eliminating the duplicate/invalid attachment. Copy the first 1099 and then Add the data from the additional 1099 NEC. ❌ Validation Error Details (for reference) Remove the 2nd 1099 NEC attached to the Form 8919 SP; Make sure the program has stop processing that task and then remove (right click 'Remove Form') 8919 SP; Copy the first 1099 and Add the data from the additional 1099 NEC. e-file validation error text: The 'http://www.irs.gov/efile:PersonNm' element is invalid - The value '' is invalid according to its datatype 'http://www.irs.gov/efile:PersonNameType' - The Pattern constraint failed.The 'http://www.irs.gov/efile:SSN' element is invalid - The value '' is i 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 E-file validation error: PA 20S Go to the form PA Sch M page 2, Part II, section I, Income class from line 12, Part I, column initial "B" or 'F' only on the red line. 📊 Step-by-Step Guide Step 1: Open the correct section Use this when you need to find the exact field that triggers the validation error. Go to the form PA Sch M page 2, Part II, section I. Step 2: Verify the Income class value Use this when you need to correct the value that must match the red-line requirement. In Income class from line 12, Part I, check the column initial and enter "B" or 'F' only on the red line. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file validation error: PA 40 (PA Sch C) e-file validation error: The following elements are invalid: The 'http://www.irs.gov/efile:CityNm' element is invalid The 'http://www.irs.gov/efile:StateAbbreviationCd' element is invalid The 'http://www.irs.gov/efile:ZIPCd' element is invalid ⚠️ Before You Begin Make sure you can access your PA Sch C information so you can update the business location address. 📊 Step-by-Step Guide Step 1: Open PA Sch C Use this when you need to locate the business location address fields that are failing e-file validation. Go to PA Sch C. Step 2: Complete the business location address Use this when you see errors for City, State Abbreviation, or ZIP. Complete the address for the business location. ✅ Success! After updating the business location address on PA Sch C, the e-file validation errors for: CityNm StateAbbreviationCd ZIPCd should be resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file validation error: Sch E - The "AddressLine1Txt" element is invalid SureFire - e-file validation error: The "AddressLine1Txt" element is invalid - The value "Diversified Gas Oil Corporation" is invalid according to its datatype "StreetAddressType". ⚠️ Before You Begin Make sure you are editing the correct form and page where the Schedule E address is entered. 📊 Step-by-Step Guide Step 1: Update the Schedule E address field Use this when you need to fix an e-file validation error related to the AddressLine1Txt datatype. Removed the ampersand () character from the address field on page 1 of the Schedule E. ✅ Success! The invalid character was removed from the Schedule E address field on page 1. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Validation Error: Invalid LastName Element This message indicates your California e-file validation failed because the Recipient's last name field is missing or does not match the required format. Error details: The "http://www.ftb.ca.gov/efile:LastName" element is invalid. The value "" is invalid according to its datatype "http://www.ftb.ca.gov/efile:CA-PersonLastNameType". The Pattern constraint failed. ⚠️ Before You Begin You will need: Access to the return that is producing the validation error The correct Recipient's last name for the Alimony paid entry 🧩 Step-by-Step Guide Step 1: Locate the line referenced in the error Use this when you need to find where the missing/invalid last name was entered. Go to the California return section indicated by the message: CA Page 1 Line 18 Alimony paid On that line, the system is asking for: Recipient's last name. Step 2: Enter (or correct) the Recipient's last name Use this when the LastName value is blank or does not match the required pattern. In the Recipient's last name field for Alimony paid, enter the recipient’s last name so it is not blank. The validation error shows the value is currently "" (empty), which fails the required datatype and pattern rules. Step 3: Re-run e-file validation Use this to confirm the correction resolved the issue. After updating the last name, run the e-file validation again to ensure the error is cleared. ❌ Common Errors Blank last name (the error shows the value is empty: "") Last name not matching the required format (the error indicates a Pattern constraint failed) If you still see the same validation message after entering a last name, double-check that the field is populated correctly on CA Page 1, Line 18 (Alimony paid). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 E-File Validation Error: WithholdingCd element is invalid This guide explains why you may see the following e-file validation error and how to fix it: E-File Validation Error: The 'http://www.irs.gov/efile:WithholdingCd' element is invalid - The value '' is invalid according to its datatype 'String' - The Pattern constraint failed ⚠️ Before You Begin You may see this error when: An EIN is entered on 1040 Wkt 9 But a code was not entered in the Code column 🛠️ Step-by-Step Guide Step 1: Confirm the EIN and Code column entry Use this when you need to verify why the validation failed. This error will occur when an EIN is entered on 1040 Wkt 9, however, a code was not entered in the Code column. Step 2: Add the correct code (or remove the EIN) Use this to resolve the missing/invalid WithholdingCd value. To fix the error: Remove the EIN, or Enter a code in the Code column Step 3: Use the correct code for the source document Use this to ensure amounts flow correctly to 1040 Wkt 9. Example of Codes areForm 1099' or '1065 Schedule K-1' or '1120S Schedule K-1   You can also override the code column to enter the correct code. However it is best to enter the information on the correct source document (example 1099, 1065, Sch K-1 or 1120S Sch K-1, etc). This way the withheld amount will flow to 1040 Wkt 9 ❌ Common Errors Missing code with an EIN on 1040 Wkt 9 This error will occur when an EIN is entered on 1040 Wkt 9, however, a code was not entered in the Code column. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Validation error: Officer signing title must be changed (Federal 1120S/1065) This guide explains how to fix the e-File validation error by updating the title of the officer signing the return for Federal 1120S/1065. ⚠️ Before You Begin You will need to access the 1065/1120s - EF Info page and update the signing officer titles. 📊 Step-by-Step Guide Step 1: Open the EF Info page Use this when you need to locate where the signing officer information is stored. Go to the 1065/1120s - EF Info page. Step 2: Change the signing officer title Use this when the e-File validation requires specific officer title values. Change the title of the signing officers to one of the following: Member Other President Vice President Secretary Treasurer ❌ Important Note General Partner will not work. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 E-File Validation Errors: Form 990EZ The element OfficerDirectorTrusteeEmplGrp in the namespace http://www.irs.gov/efile has incomplete content. This guide explains what to check on your Form 990EZ so the e-file validation can pass. ⚠️ Before You Begin Make sure you review the officer information you entered on the Main information page before validating your e-file. 📊 Step-by-Step Guide Step 1: Add the officer information to Form 990EZ If you have an officer listed on the Main information page, you must add the officer information on Form 990EZ, Part IV, Page 2. Step 2: Enter zero if there are no wages or compensation Notice that if no wages or compensation, you will need to enter zero in the field for amount. ✅ Success! After you add the officer details to Form 990EZ, Part IV, Page 2 (and enter zero where applicable), the validation error should be resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 E-fileable state business extensions SureFire currently supports e-filing business extensions for the following states: 📋 Supported Extension Types C: 1120, P: 1065, S: 1120S, F: 1041 📊 Supported States Connecticut: C, P, and S. Florida: C. Louisiana: C and S. Massachusetts: C and F. Maryland: C, P, and S. New Jersey: C, P, and S. New York: C, P, S, and F. Texas: C, P, and S. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers In this article, you’ll learn how to address: E-Filing Form 1098-C. ⚠️ Before You Begin Before you make changes, make sure you understand what form/year worksheet your client is working in. 📊 Step-by-Step Guide The acknowledgment MUST be included with the tax return as required by IRC section 170(f)(12)(A)(i). In Sure-Fire, we do not add lines to Form 8283 as a substitute for including the acknowledgment. For individuals, this means the acknowledgment will either have to be attached to Form 8453, or the return has to be filed on paper. However, Form 1120 filers have the ability to scan the acknowledgment and file it electronically.                           ❌ Common Errors If the issue isn’t resolved, confirm you’ve linked the correct worksheet relationship. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 E-filing Form 1120S Extensions This guide shows you how to e-file an extension for Form 1120S. ⚠️ Before You Begin Before you start, make sure you have the information needed to complete the extension and e-filing details, including: Company name Signing officer information Officer information Preparer information 📊 Step-by-Step Guide Step 1: Enter the company name Use this when you need to provide the company details for the extension. Fill in the information about the company name. Step 2: Enable electronic filing Use this when you want to e-file the return electronically. Select Yes to the Do you want to electronically file this return? question. Step 3: Choose the correct Form 7004 option Use this when selecting which Form 7004 option you are e-filing using PINs. Select either Form 7004 without direct debit or Form 7004 with direct debit for the What form(s) are you e-filing using PINs? question. Step 4: Complete e-filing signatory and preparer details Use this when you need to provide the required e-filing identity information. Fill in the information for Signing officer information for e-filing, Officer Information, and Preparer Information. Step 5: Add Form 7004 and mark it on the return Use this when you need to include the extension form in the return. Add Form 7004 to the return, and then select the checkbox at the top of the page to indicate if you are using this form. Step 6: Run diagnostics Use this to catch and fix issues before creating the e-file. Run diagnostics and correct any errors you may receive. Step 7: Create the e-file Use this to generate the e-file for your extension. Click Extension E-File to create an e-file. Step 8: Send federal/state returns Use this when you are ready to transmit the extension. Close the return, and select Send Federal/State Returns on the Communications menu. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 E-filing Form 7004 Business extensions in SureFire To e-file an extension for business returns, follow the steps below. ⚠️ Before You Begin Make sure you have the information you need to complete the extension and e-filing details, including: Company name Signing officer information Officer information Preparer information 📊 Step-by-Step Guide Step 1: Enter the company information Use this when you need to provide the business details for the extension. Fill in the information about the company name. Step 2: Choose electronic filing Use this to enable e-filing for the extension. Select Yes to the Do you want to electronically file this return? question. Step 3: Select the correct Form 7004 option Use this to match your e-filing payment setup. Select either Form 7004 without direct debit or Form 7004 with direct debit for the What form(s) are you e-filing using PINs? question. Step 4: Complete e-filing information Use this to ensure all required roles and details are included. Fill in the information for Signing officer information for e-filing, Officer Information, and Preparer Information. Step 5: Add Form 7004 to the return Use this to include the extension form in the return package. Add Form 7004 to the return, and then select the check box at the top of the page to indicate if you are using this form. Step 6: Run diagnostics Use this to catch and fix issues before creating the e-file. Run diagnostics and correct any errors you may receive. Step 7: Create the e-file Use this to generate your extension e-file. Click Extension E-File to create an e-file. Step 8: Send federal/state returns Use this to transmit your extension to the appropriate agencies. Close the return and select Send Federal/State Returns to on the Communications menu. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains how to use the e-file credit forms option on the Michigan Form 1040. ⚠️ Before You Begin Use this option only if the taxpayer is not required to file a Michigan return. 📊 Step-by-Step Guide Step 1: Locate the option on Michigan Form 1040 On the Michigan Form 1040, page 1, near the top of the form, find the check box that lets you select if you are not required to file a Michigan return and you are only e-filing the credit forms. Step 2: Understand what happens when you select it If you select this check box, any Michigan credit forms that are able to be e-filed alone will be electronically filed. ❌ Common Errors If the taxpayer actually is required to file a Michigan return, do not use this option. Selecting it in that case can prevent the correct filing. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 E-filing PA RCT-101 with 1040-Individual returns (SureFire) Q: Since this is a business return form included in an individual return, can this return be e-filed with SureFire? ❌ Answer A: According to the PA Department of Revenue, this particular scenario is very rare. As a result, we do not support e-filing the PA RCT-101 with a Form 1040 return. We only support e-filing PA form RCT-101 in a business return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide CoversThis guide explains how to e-file a return when the ITIN and SSN do not match as expected.⚠️ Before You BeginMake sure you have the client’s ITIN and the SSN the taxpayer actually used to claim wages.📊 Step-by-Step GuideStep 1: Understand what the IRS expectsAccording to the IRS, this return should be e-filed even though there is a discrepancy in the use of the ITIN and an unrelated SSN.The IRS would rather have the return filed this way than not be filed at all.Step 2: Enter the ITIN on the Main Information SheetEnter the client’s ITIN on the Main Information Sheet. The program sends this ITIN to the W-2.Step 3: Override the SSN on the W-2Override the SSN field on the W-2 with the SSN the taxpayer actually used to claim wages for that job, so it matches the paper W-2 that the IRS previously received.Step 4: Create and transmit the e-fileCreate and transmit the e-file for this return.The return will not be rejected by the IRS for the ITIN and SSN mismatch.📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 E-filing returns with taxpayer ITIN and SSN mismatches According to the IRS, this return should be e-filed, even though there is a discrepancy in the use of the ITIN and an unrelated SSN. The IRS would rather have the return filed this way than for the return to not be filed at all. ⚠️ Before You Begin To e-file this return, you will need: The client’s ITIN The SSN the taxpayer actually used to claim wages for the job (so it matches the paper W-2 the IRS previously received) 📊 Step-by-Step Guide Step 1: Enter the client’s ITIN on the Main Information Sheet Use this when you need to send the correct ITIN into the return. Enter the client's ITIN on the Main Information Sheet. The program sends this ITIN to the W-2. Step 2: Override the SSN field on the W-2 Use this when the SSN needs to match the paper W-2 previously received by the IRS. Override the SSN field on the W-2 with the SSN the taxpayer actually used to claim wages for that job, so it matches the paper W-2 that the IRS previously received. Step 3: Create and transmit the e-file for this return Use this when you are ready to submit the return to the IRS. Create and transmit the e-file for this return. ✅ What to Expect The return will not be rejected by the IRS for the ITIN and SSN mismatch. 📝 Note If the taxpayer has a valid SSN but the employer put an incorrect SSN on form W-2, refer to for instructions. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Earned Income Credit This article explains how to qualify for and enter the Earned Income Credit (EIC) in your return. ⚠️ Before You Begin You will need the taxpayer’s birth date and the information needed to complete the EIC worksheet. 📊 Step-by-Step Guide Confirm the taxpayer can claim EIC If the filing status is married filing separately, the client cannot get the earned income credit. Enter the required information in the EIC workflow You must have entered the taxpayer's birth date on the Main Information Sheet and selected the EIC checkbox for qualifying children in the Dependents section of the Main Information Sheet. You also must complete the EIC worksheet. For example, all of the dependents in this return qualify, so the EIC checkboxes will need to be selected.                           Once completed, you can see at the bottom of the form the program automatically generates the amount of EIC that the taxpayer is eligible for and will send this information to the 1040. Handle cases where the taxpayer appears to qualify but does not If the taxpayer appears to qualify, but does not, select the checkbox at the top of Schedule EIC labeled, If the taxpayer seems to qualify for EIC, but does not, check here for "No". EIC phases out when taxpayers reach the upper earned income limit (as calculated for EIC purposes). For 2017, those limits are: With three or more qualifying children, $48,340 ($53,930 if married filing jointly) With two qualifying children, $45,007 ($50,597 if married filing jointly) With one qualifying child, $39,617 ($45,207 if married filing jointly) With no qualifying child, $15,010 ($20,600 if married filing jointly) For 2016, those limits are: With three or more qualifying children, $47,955 ($53,505 if married filing jointly) With two qualifying children, $44,648 ($50,198 if married filing jointly) With one qualifying child, $39,296 ($44,846 if married filing jointly) With no qualifying child, $14,880 ($20,430 if married filing jointly) For 2015, those limits are: With three or more qualifying children, $47,747 ($53,267 if married filing jointly) With two qualifying children, $44,454 ($49,974 if married filing jointly) With one qualifying child, $39,131 ($44,651 if married filing jointly) With no qualifying child, $14,820 ($20,330 if married filing jointly) For 2014, those limits are: With three or more qualifying children, $46,997 ($52,427 if married filing jointly) With two qualifying children, $43,756 ($49,186 if married filing jointly) With one qualifying child, $38,511 ($43,941 if married filing jointly) With no qualifying child, $14,590 ($20,020 if married filing jointly) For 2013, those limits are: With three or more qualifying children, $46,227 ($51,567 if married filing jointly) With two qualifying children, $43,038 ($48,378 if married filing jointly) With one qualifying child, $37,870 ($43,210 if married filing jointly) With no qualifying child, $14,340 ($19,680 if married filing jointly) 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Economic Impact Payments: What You Need To Know For the latest information, check IRS.gov. This guide explains who is eligible, how the IRS sends payments, and what you can do if you do not have direct deposit information. ⚠️ Before You Begin Have your most recent tax information available (2018 and/or 2019), especially if you are not sure which year the IRS will use to calculate your payment. 📚 Eligibility & Payment Amounts Who is eligible for the economic impact payment? Use this when you want to confirm whether you qualify and how much you may receive. Tax filers with adjusted gross income up to $75,000 for individuals and up to $150,000 for married couples filing joint returns will receive the full payment. For filers with income above those amounts, the payment amount is reduced by $5 for each $100 above the $75,000/$150,000 thresholds. Single filers with income exceeding $99,000 and $198,000 for joint filers with no children are not eligible. Social Security recipients and railroad retirees who are otherwise not required to file a tax return are also eligible and will not be required to file a return. How much will eligible taxpayers receive? Use this when you want to estimate your payment. Eligible taxpayers who filed tax returns for either 2019 or 2018 will automatically receive an economic impact payment of up to $1,200 for individuals or $2,400 for married couples and up to $500 for each qualifying child. 📊 How the IRS Sends Your Payment How will the IRS know where to send my payment? Use this when you are wondering whether you need to enter banking information. The vast majority of people do not need to take any action. The IRS will calculate and automatically send the economic impact payment to those eligible. For people who have already filed their 2019 tax returns, the IRS will use this information to calculate the payment amount. For those who have not yet filed their return for 2019, the IRS will use information from their 2018 tax filing to calculate the payment. The economic impact payment will be deposited directly into the same banking account reflected on the return filed. The IRS does not have my direct deposit information. What can I do? Use this when you do not have direct deposit set up on your tax return. In the coming weeks, Treasury plans to develop a web-based portal for individuals to provide their banking information to the IRS online, so that individuals can receive payments immediately as opposed to checks in the mail. 📝 Special Situations I am not typically required to file a tax return. Can I still receive my payment? Use this when you receive benefits and usually do not file taxes. Yes. The IRS will use the information on the Form SSA-1099 or Form RRB-1099 to generate Economic Impact Payments to recipients of benefits reflected in the Form SSA-1099 or Form RRB-1099 who are not required to file a tax return and did not file a return for 2018 or 2019. This includes senior citizens, Social Security recipients and railroad retirees who are not otherwise required to file a tax return. Since the IRS would not have information regarding any dependents for these people, each person would receive $1,200 per person, without the additional amount for any dependents at this time. I have a tax filing obligation but have not filed my tax return for 2018 or 2019. Can I still receive an economic impact payment? Use this when you owe taxes but haven’t filed yet. Yes. The IRS urges anyone with a tax filing obligation who has not yet filed a tax return for 2018 or 2019 to file as soon as they can to receive an economic impact payment. Taxpayers should include direct deposit banking information on the return. I need to file a tax return. How long are the economic impact payments available? Use this when you want to know the timeframe for receiving payments. For those concerned about visiting a tax professional or local community organization in person to get help with a tax return, these economic impact payments will be available throughout the rest of 2020. 💡 Where to Get More Information Where can I get more information? Use this when you want the most up-to-date guidance. The IRS will post all key information on IRS.gov/coronavirus as soon as it becomes available. The IRS has a reduced staff in many of its offices but remains committed to helping eligible individuals receive their payments expeditiously. Check for updated information on IRS.gov/coronavirus rather than calling IRS assistors who are helping process 2019 returns. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Educator Expense Deduction If you're an eligible educator, you can deduct up to $250 ($500 if married filing jointly and both spouses are eligible educators, but not more than $250 each) of unreimbursed trade or business expenses. ⚠️ Before You Begin You must meet the definition of an eligible educator and understand which expenses qualify. Eligible educator: A kindergarten through grade 12 teacher, instructor, counselor, principal, or aide in school for at least 900 hours during a school year. Qualified expenses: Ordinary and necessary expenses paid in connection with books, supplies, equipment (including computer equipment, software, and services), and other materials used in the classroom. 📚 What Counts as Qualified Expenses? Use this when you need to understand what expenses you can deduct as an educator. Ordinary expense: One that is common and accepted in your educational field. Necessary expense: One that is helpful and appropriate for your profession as an educator. An expense does not have to be required to be considered necessary. Important: Some expenses are not included. Qualified expenses do not include expenses for homeschooling or for nonathletic supplies for courses in health or physical education. You must reduce your qualified expenses by the following amounts: Excludable U.S. series EE and I savings bond interest from Form 8815. Nontaxable qualified state tuition program earnings. Nontaxable earnings from Coverdell education savings accounts. Any reimbursements you received for those expenses that were not reported to you on your Form W-2, box 1. 📊 Educator Expenses Over the Limit Use this when you have more qualified expenses than you can take as an adjustment to gross income. Educator expenses over limit: If you were an educator and you had qualified expenses that you cannot take as an adjustment to gross income, you can deduct the rest as an itemized deduction subject to the 2% limit. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains the educator expense deduction and what expenses may be reduced to qualify for the deduction. ⚠️ Before You Begin You should have records of your eligible educator expenses and understand whether you itemize deductions. 📊 Step-by-Step Guide Step 1: Confirm you are an eligible educator An eligible educator is a kindergarten through grade 12 teacher, instructor, counselor, principal, or aide in a school for at least 900 hours during a school year. Step 2: Identify qualified expenses Qualified expenses include ordinary and necessary expenses paid in connection with books, supplies, equipment (including computer equipment, software, and services), and other materials used in the classroom. An ordinary expense is one that is common and accepted in your educational field. A necessary expense is one that is helpful and appropriate for your profession as an educator. An expense does not have to be required to be considered necessary. Qualified expenses DO NOT include expenses for home schooling or for nonathletic supplies for courses in health or physical education. Step 3: Reduce qualified expenses by required amounts You must reduce your qualified expenses by the following amounts: Excludable U.S. series EE and I savings bond interest from Form 8815. Nontaxable qualified state tuition program earnings. Nontaxable earnings from Coverdell education savings accounts. Any reimbursements you received for these expenses that were not reported to you in box 1 of your Form W-2. Step 4: Apply the maximum deduction rules (joint vs. individual) If you and your spouse are filing jointly and both of you were eligible educators, the maximum deduction is $500 on page 1 of the 1040. However, neither spouse may deduct more than $250 of his or her qualified expenses. If the educator expenses are more than $250 per taxpayer, the excess can be deducted on Schedule A. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 EFC Reject Codes This is a record of the EFC Reject Codes. 📋 Reject Code Reference Reject code 2: Missing entry value Reject Code 3: The e-file did not process properly. No corrections need to be made; simply recreate the e-file and resend. Reject Code 4: The e-file did not process properly. No corrections need to be made; simply recreate the e-file and resend. Reject Code 5: The e-file did not process properly. No corrections need to be made; simply recreate the e-file and resend. Reject Code 6: The primary last name is blank. Please enter the primary last name. Reject Code 7: The company name is blank. Please enter the company name. Reject Code 8: The EFIN on this return does not match the EFIN that we have on file for this Client ID. Login to the Solution Center as ADMIN to view the EFIN on file for this CID. Reject Code 9: Unknown service center Reject Code 10: EFile and extension conflict Reject Code 11: An extension has been previously submitted to the IRS for this TIN. The extension has a status of accepted or pending. If accepted, please do not resubmit. If pending, please wait for an acknowledgement from the IRS. Reject Code 12: A return has been previously submitted to the IRS for this TIN. The return has either an accepted or pending status. If accepted, please do not resubmit. If corrections need to be made, please amend the return. If the return is pending, please wait for an acknowledgement from the IRS. Reject Code 13: A return has been previously submitted to this state for this TIN. The return has either an accepted or pending status. If accepted, please do not resubmit. If corrections need to be made, please amend the return. If the return is pending, please wait for an acknowledgement from the state. Reject Code 14: There is a previously filed bank application for this TIN on file. It is either in an accepted status or pending. If accepted, please do not resubmit. If pending, please wait for an acknowledgement from the bank. Reject Code 15: There are fee(s) on the bank application that do not match the fee(s) submitted on the ERO application. These fees must match. Please make corrections. You can login to the Solution Center as ADMIN to view the correct fees. Reject Code 16: You are currently signed up to do Bank Products, therefore you can not send a Fee Collect Return. Please remove the Fee Collect application from this return. Reject Code 17: Bank application contains invalid data. Please verify all information on the bank application. Reject Code 18: Foreign phone number contains invalid data. Please verify that the foreign phone number is correct. Reject Code 20: You must be approved to offer bank related Audit Shield before submitting a bank related Audit Shield application. Wait for that approval, then recreate the efile and send or remove the Audit Shield application from the return, create a new efile, and resend now. Reject Code 21: Client not approved to sell Audit Shield. Please remove the Audit Shield application from the return and resubmit. Reject Code 22: Missing disclosure for sharing return information with bank. Please update Consent to Use an Disclose Bank information and resubmit e-file. Reject Code 23: Missing disclosure for sharing return information with Audit Shield. Please update Consent to Use and Disclose Audit Shield information and re-submit e-file. Reject Code 24: Missing disclosure for sharing return information with regional office Reject Code 25: Missing fee collection disclosure Reject Code 26: One or more pages of a multiple-page schedule or form are missing. (See exceptions, below.) 1. Page 2 may be present without Page 1 (and vice-versa) for the following forms or schedules: Schedule E Form 4684 Form 4797 Form 8283 Form 8824 Form 8853 2. Page 2 of the following forms and schedules need not be transmitted if there are no entries on that page: Schedule C Schedule C (5713) Schedule D Schedule F Schedule H Schedule O (5471) Schedule 2 Form 2441 Form 4562 Form 5329 Form 6251 Form 8275 Form 8275-R Form 8582-CR Form 8606 Form 8621 Form 8697 Form 8801 Form 8839 Form 8915 3. Pages 2,3 and 4 are optional for Form 2210, but neither Page 2, 3 or 4 can be present without Page 1. 4. Pages 2 and 3 are optional for Form 8582, but neither Page 2 nor Page 3 can be present without Page 1. 5. Page 4 of Form 4136 may be present without Pages 1, 2, or 3 but if Pages 1, 2 or 3 are present, Page 4 must be included. 6. For the following forms, Page 1 must be present, but Pages 2-4 need not be transmitted if there are no Reject Code 27: On the Optional Statement Records (identified by an asterisk (*) in Part II Record Layouts), any Statement Reference number ('STM' plus the statement number) occurring within the tax return must have a corresponding Statement Record. Reject Code 28: See Publication 1345A Filing Season Supplement for Authorized e-file Providers, Part III - Error Reject Codes for details. Reject Code 29: This efile was created before downloading the latest program update. Please download all the latest updates, recreate the efile, and resend. Reject Code 30: On the Tax Return Record Identification Page 1, the Declaration Control Number (DCN) must be numeric and 14 bytes long. The first two digits of the Declaration Control Number (DCN) must be zeros (“00”). The last digit must equal the last digit of the filing year; for example, tax year 2011 is filing year 2012, so the value expected would be “2”. Reject Code 31: Only one Form 1040/A/EZ is allowed per return. Please discard both 1040 forms, and then re-add the desired form. Reject Code 32: Only one Form 1040/A/EZ is allowed per return. Please discard both 1040 forms, and then re-add the desired form. Reject Code 33: State Information is incomplete. Please download the latest 1099-MISC. Recreate the e-file and transmit again. Reject Code 34: If a state has a RTN or DAN or checking account indicator or savings account indicator present, then both the RTN and DAN must be present, and also either the checking or savings account indicator must be present. Reject Code 35: Because the Federal return was rejected, this corresponding piggyback state has also been rejected. Reject Code 36: This efile was created before downloading the latest program or form update. Please download all the latest updates, recreate the efile, and resend. Reject Code 37: The return was received after the final cutoff date for transmissions. This return must be filed on paper. Reject Code 38: This efile was created before downloading the latest program or form update. Please download all the latest updates, recreate the efile, and resend. Reject Code 39: There are invalid characters in this e-file.This problem can occur when your computer's Regional Settings are set to anything other than English (United States), or you are running a foreign (e.g., Arabic) version of Microsoft Windows. Reject Code 40: The direct deposit account information in this return does not match the bank from which you are requesting a bank product. Reject Code 41: The return was changed after the e-file was created. The e-file was rejected to ensure that you would re-create the e-file and incorporate the changes before you transmit it. Reject Code 42: Support for e-filing corrected 1099s will be released in a later version. Once this update has been released please install that update and re-efile this return. Reject Code 43: Every 1099-DIV record that has an amount in box 1b Qualified Dividends must also have a nonzero amount in box 1a Total Ordinary Dividends. Reject Code 44: The Loan application was received after the cut-off date determined by the bank. Only non-loan products are still allowed (ERC's). Reject Code 45: The e-file was rejected because the IRAL application was rejected. Please correct the IRAL application or remove from the return before resubmitting the e-file. Reject Code 46: The data provided failed validation. Please see custom description for more information. Reject Code 47: This return appears to be invalid, and is being reviewed by Customer Service. You will be contacted by a Customer Service representative to address the error shortly. Reject Code 48: This return appears to be invalid, and is being reviewed by Customer Service. You will be contacted by a Customer Service representative to address the error shortly. Reject Code 49: This type of efile is not currently being accepted by the EFC. Please resubmit once the EFC has begun accepting these types of efiles. Reject Code 50: You must be approved to offer Fee Colle 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 efile:BeneficiaryStateResidence Error This guide explains how to fix the error related to the Beneficiary's State of Resident field on the WI 2K-1 page. ⚠️ Before You Begin Make sure you are on the WI 2K-1 form and can access page 1. 🧩 Step-by-Step Guide Step 1: Locate the Beneficiary State of Resident field Use this when you need to find where the error is coming from. On the WI 2K-1 page 1, there is a field for Beneficiary's State of Resident. It is in Part II, 3rd section. Step 2: Enter the state value Use this to clear the validation error. Once that field is entered, the error is cleared. ❌ Troubleshooting If you still see the error, confirm you entered a value in the Beneficiary's State of Resident field located on WI 2K-1 page 1, Part II, 3rd section. ✅ Success! After entering the Beneficiary's State of Resident value, the error should be cleared. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 EFIN in return header must be listed... rejection for 1120/1120S e-file This rejection occurs when your EFIN has not been activated at the IRS Service Center for e-filing these types of returns. ⚠️ Before You Begin Make sure your EFIN is activated with the IRS for e-filing business returns (1120/1120S). 🛠️ How to Fix This Rejection Step 1: Contact the IRS Andover Service Center Use this when you need to activate your EFIN for e-filing business returns. To resolve this problem, contact the IRS Andover Service Center to have your EFIN activated for e-filing business returns. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This helps you troubleshoot why the Earned Income Credit (EIC) is not calculating in Sure-Fire. ⚠️ Before You Begin Have the child/dependent information you entered in your return available so you can verify the EIC worksheet inputs. 📊 Step-by-Step Guide Step 1: Confirm the Main Info Sheet fields Check whether the Main Info Sheet is completely filled out with the EIC box in the dependent information section marked with an X. Also confirm the correct birth date is entered for the child and that the relationship is a qualified relationship (see the 1040 instructions). Step 2: Review the questions at the top of the EIC worksheet Read the questions at the top of the EIC worksheet. Step 3: Check Questions 11–17 Check Questions 11-17. These questions calculate for you. The information on each question tells you if you can continue with the next question. Step 4: If there are no qualifying children If the taxpayer does not have qualifying children, make sure you correctly entered the birth date on the Main Info Sheet and that the taxpayer is over age 25, but under age 65. Step 5: Verify Social Security numbers / ITINs Does the taxpayer, spouse and/or qualifying children have valid Social Security numbers? If any of them have an ITIN, they do not qualify for EIC. Step 6: Check the "No" box for EIC not calculating Is the question at the top of the Schedule EIC Form marked "If the taxpayer seems to qualify for EIC, but does not, check here for \"No\"". If this box is marked "No", EIC will not calculate. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Title: Elderly or Disabled Credit, Schedule R This guide explains when you may qualify for the credit for the elderly or disabled and what Sure-Fire uses to calculate it. 📊 Step-by-Step Guide Generally, if you were age 65 or older or disabled and your income and nontaxable social security and other nontaxable pension are below specified amounts, you may be able to take this credit. For more details, refer to Tax Topic 603, Credit for the Elderly or the Disabled, or Publication 524, Credit for the Elderly or the Disabled. Be sure to enter the dates of birth on the Main Information Sheet. Enter the Social Security income on 1040 Worksheet 1, or the pension income on Form 1099-R. Sure-Fire will load a Schedule R if the Taxpayer and/or Spouse meet the age and/or income requirements for this credit. If you are under age 65, disabled, and receiving a pension, be sure to enter the correct code in box 7 on the 1099-R and mark the box below box 7 "Check if disability and the taxpayer is disabled". The Schedule R will calculate for you if the Taxpayer and/or Spouse qualify for this credit. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Title Here This guide shows you what codes to use for electronic filing of Public Employee 414(h) retirement contributions and New York City IRC125 flexible benefits amounts (Box 14 information). ⚠️ Before You Begin Use these codes when you are entering amounts for electronic filing. If the amounts reported on the electronically-filed Form W-2 and Form IT-201 disagree, processing may be delayed and the return may be rejected. 📊 Step-by-Step Guide Step 1: Review Box 14 code guidance Some examples of Box 14 information and correct codes to use for electronic filing are listed below. In some instances, an employer may have erroneously reported amounts in Box 12 that should have been reported in Box 14. Step 2: Use the correct code for 414(h) retirement contributions 414HSUB — 414(h) retirement contributions made by: (1) a Tier 3 or Tier 4 member of the New York State and Local Retirement Systems, which include the New York State Employees' Retirement System and the New York State Police and Fire Retirement System, or (2) a Tier 3 or Tier 4 member of the New York State Teachers' Retirement System, or (3) an employee of the State or City University of New York who belongs to the Optional Retirement Program, or (4) any tier member of the New York City Employees' Retirement System; the New York Teachers' Retirement System; the New York City Board of Education Retirement System; the New York City Police Pension Fund or the New York City Fire Department Pension Fund. (5) Members of the Manhattan and Bronx Surface Transit Operating Authority (MABSTOA) Pension Fund. Step 3: Use the correct code for IRC125 flexible benefits IRC125 — amounts deducted or deferred from your salary under a flexible benefits program established by the City of New York or certain other New York City employers such as: (1) City University of New York (2) New York City Health and Hospitals Corporation (3) New York City Transit Authority (4) New York City Housing Authority (5) New York City Off-Track Betting Corporation ( 6) New York City Board of Education (7) New York City School Construction Authority (8) New York City Rehabilitation Mortgage Insurance Corporation (9) Manhattan and Bronx Surface Transit Operating Authority (10) Staten Island Rapid Transit Authority IRC125N — IRC125 (New York City Flexible Benefits NOT SUBJECT to New York state tax). ❌ Common Errors If the amounts reported on the electronically-filed Form W-2 and Form IT-201 disagree, the processing of the return will be delayed and may cause the return to be rejected. Double-check the codes and entered amounts. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Entering 414H and IRC125 information on NY state returns Some examples of Box 14 information and correct codes to use for electronic filing are listed below. In some instances, an employer may have erroneously reported amounts in Box 12 that should have been reported in Box 14. If the amounts reported on the electronically filed Form W-2 and Form IT-201 disagree, the processing of the return will be delayed and may cause the return to be rejected. Preparers must enter Public Employee 414(h) Retirement Contributions and New York City IRC125 Flexible Benefits Program amounts correctly using the assigned codes. ⚠️ Before You Begin Make sure you: Use the correct assigned codes for electronic filing of retirement contributions and flexible benefits. Enter the amounts in the correct place (Box 14). In some instances, amounts may have been erroneously reported in Box 12 instead of Box 14. Ensure the amounts reported on the electronically filed Form W-2 and Form IT-201 agree to avoid delays or rejection. 📊 Codes for Electronic Filing of Retirement Contributions and Flexible Benefits Step 1: Enter 414(h) retirement contribution code (414HSUB) Use this when you need to report 414(h) retirement contributions made by eligible members/employees. 414HSUB 414(h) - Retirement contributions made by: (1) a member of the New York State and Local Retirement Systems, which include the New York State Employees' Retirement System and the New York State Police and Fire Retirement System or (2) a member of the New York state Teachers' Retirement System or (3) an employee of the State or City University of New York who belongs to the Optional Retirement Program or (4) a member of the New York City Employees' Retirement System; the New York Teachers' Retirement System; the New York City Board of Education Retirement System; the New York City Police Pension Fund or the New York City Fire Department Pension Fund. (5) a member of the Manhattan and Bronx Surface Transit Operating Authority (MABSTOA) Pension Fund. Step 2: Enter IRC125 flexible benefits program code (IRC125S) Use this when you need to report amounts deducted or deferred from your salary under a flexible benefits program established by the City of New York or certain other New York City employers. IRC125S - Amounts deducted or deferred from your salary under a flexible benefits program established by the City of New York or certain other New York City employers such as: (1) City University of New York (2) New York City Health and Hospitals Corporation (3) New York City Transit Authority (4) New York City Housing Authority (5) New York City Off-Track Betting Corporation 6) New York City Board of Education (7) New York City School Construction Authority (8) New York City Rehabilitation Mortgage Insurance Corporation (9) Manhattan and Bronx Surface Transit Operating Authority (10) Staten Island Rapid Transit Authority Step 3: Enter IRC125N code for flexible benefits not subject to NY state tax Use this when the flexible benefits are not subject to New York state tax. IRC125N IRC125- New York City Flexible Benefits NOT SUBJECT to New York state tax. ❌ Troubleshooting: Avoid delays or rejection If the amounts reported on the electronically filed Form W-2 and Form IT-201 disagree, the processing of the return will be delayed and may cause the return to be rejected. Preparers must enter Public Employee 414(h) Retirement Contributions and New York City IRC125 Flexible Benefits Program amounts correctly using the assigned codes. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Entering amortization on a return Use SureFire to link amortization to the correct depreciation worksheet and enter the amortization method and codes. 📊 Step-by-Step Guide Step 1: Link the amortization to the right form From the line on the return to which the amortization should be linked, link to Form 4562 or use the Link Depr Wkst option at the top of the form. Step 2: Link on line 6a On line 6a, link to a depreciation worksheet. Complete lines 1a through 1e. Step 3: Set the method to amortization On line 3 (Method), enter AMORTIZ (you may press the spacebar for a picklist). This tells Sure-Fire the asset is being amortized instead of depreciated. Step 4: Enter the amortization code (first year only) If this is the first year of amortization, enter the appropriate amortization code beside line 3. You can find these codes in F1 help for the depreciation worksheet. ⚠️ Important Note If there is prior year amortization, you do not need to enter the code again, but you will need to enter any amortization from prior years on line 7. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Entering amortization on a return This guide explains how to link amortization to the correct place on your return and set up the asset worksheet so SureFire treats the item as amortization (not depreciation). ⚠️ Before You Begin You will need: Access to the return screen where the amortization should be linked A depreciation/amortization worksheet available in SureFire (NEW Asset WKT - Depreciation and Amortization Worksheet) Any amortization code needed for the first year (available in F1 help for the depreciation worksheet) 📊 Step-by-Step Guide Step 1: Link to the correct worksheet Use this when you need to connect amortization to the correct line on the return. From the line on the return to which the amortization should be linked, link to a Form 4562 or you can use the Link Depr Wkst button on the ribbon toolbar. Step 2: Open the asset worksheet and complete required fields Use this to set up the asset as amortized. On line 6a, link to a depreciation worksheet, NEW Asset WKT - Depreciation and Amortization Worksheet. Complete lines 1a through line 1e. Step 3: Set the method to amortization Use this so SureFire knows the asset is amortized instead of depreciated. On line 3 (Method), enter AMORTIZ (you may press the spacebar for a picklist) as the method so that SureFire will know that this asset is being amortized instead of depreciated. Step 4: Enter the amortization code (first year only) Use this to ensure the correct amortization schedule is applied. If this is the first year of amortization, enter the appropriate amortization code beside line 3. These codes can be found in F1 help for the depreciation worksheet. Step 5: Handle prior year amortization Use this when the amortization started in a previous year. Note: If there is prior year amortization, you do not need to enter the code but will need to enter any amortization from prior years on line 7. Step 6: Amortize points from Schedule A (if applicable) Use this when you want to amortize points for a home link from Schedule A. If you want to amortize points for a home link from Schedule A, line 12 to the asset worksheet 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Entering Canadian addresses in SureFire If you are preparing a tax return for a Canadian resident, this guide explains how to enter the address correctly in SureFire. ⚠️ Before You Begin Make sure you are entering the Canadian resident address on the correct part of the program: Foreign Address line on the Main Info Form 📊 Step-by-Step Guide Step 1: Enter the full address on the Foreign Address line Use this when you need to enter a Canadian resident address. If you are preparing a tax return for a Canadian resident, the address should be entered entirely on the Foreign Address line of the Main Info Form. Step 2: Leave City, St, and ZIP blank (then use the Canadian W-2 fields) Use this when you need to fit address information into the Canadian W-2 fields. For example, you might enter Ontario, CA #####, and leave the City, St, and ZIP fields blank. On the Canadian W-2, enter as much as possible in the City field, a period (.) in the State field, and press F3 in the ZIP field. Abbreviate information as needed to allow it to fit in the City field. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This article explains how to enter capital gain distributions in Sure-Fire so the information flows through your return. ⚠️ Before You Begin You will need your dividend income details so you can enter the capital gain distribution information accurately. 📊 Step-by-Step Guide Step 1: Link to the Dividend Income worksheet To enter a capital gain distribution, go to Line 5a of Schedule B and link (F9) to the Dividend Income worksheet. Enter the Capital Gain Distribution information there, along with all dividend income. The program will carry this information throughout the entire return. Step 2: Confirm the distribution totals flow to Schedule D and Form 1040 The total distribution amount is transferred to Schedule D and Form 1040. Any 1250 gains or 5-year gains are part of the total capital gain and are included in the capital gain. If these are entered, they will go to Schedule D, page 2, as needed. Step 3: Avoid entering on Form 1040 Line 13 Do not enter capital gain distributions directly on Line 13 of Form 1040, or the IRS will reject the return. Always enter the capital gain distributions on the Schedule B Dividend worksheet. If Schedule D is not required, Sure-Fire will calculate this accordingly. ❌ Common Errors If your return is rejecting the transaction, double-check that you entered the capital gain distributions on the Schedule B Dividend worksheet (not directly on Form 1040 Line 13). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Entering Capital Gain Distributions This guide explains how to enter a capital gain distribution so it flows correctly through your tax return. ⚠️ Before You Begin Before you enter anything, please note: Do not enter capital gain distributions directly on Line 13 of Form 1040, or the IRS will reject the return. Always enter capital gain distributions on the Schedule B Dividend statement. 📊 Step-by-Step Guide Step 1: Navigate to Schedule B (Line 5a) Use this when you need to enter the capital gain distribution in the correct place. To enter a capital gain distribution, go to Line 5a of Schedule B and link (F9) to the Dividend Income statement. Step 2: Enter the Capital Gain Distribution and Dividend Income Use this when you need the program to carry the information throughout the return. Enter the Capital Gain Distribution information here, along with all dividend income. The program will carry this information throughout the entire return. Step 3: Confirm where the totals flow Use this when you want to understand how SureFire uses your entries. The total distribution amount is transferred to Schedule D and Form 1040. Any 1250 gains are part of the total capital gain and are included in the capital gain. If these are entered, they will go to the Schedule D, page 2, as needed. ❌ Important Reminder Do not enter capital gain distributions directly on Line 13 of Form 1040, or the IRS will reject the return. Always enter the capital gain distributions on the Schedule B Dividend statement. If Schedule D is not required, SureFire will calculate this accordingly. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Entering Depreciation This guide will show you how to start depreciation on the right line in your tax form and link it to the correct Depreciation worksheet. ⚠️ Before You Begin You should be viewing the form in SureFire where you want the depreciation to carry to (for example, the Schedule C). 📊 Step-by-Step Guide Step 1: Start on the correct form line Start at the depreciation line on the form you want the depreciation to carry to. For example, if you need it to carry to the Schedule C, start at line 13 of the Schedule C. Tip: Use the link depreciation worksheet button at the top of the form to link you to the asset worksheet. Step 2: Link to a new 4562 and Depreciation Worksheet On this line, link (F9) to a NEW 4562, Depreciation Page 1. On the new 4562, go to line 6a (description) and link to a new Depreciation Worksheet. Enter the item to be depreciated on the worksheet. Step 3: Complete worksheets for each asset Complete a separate Depreciation Worksheet for each asset. You can get additional information on completing the depreciation worksheet using F1 help. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers How to enter Name Line 2 for a deceased spouse (including the in care of / percent-sign rules). 📊 Step-by-Step Guide Step 1: Decide whether you should use Name Line 2 Use Name Line 2 only in the situations described below. Step 2: If the name is entered as “in care of” Enter the percent sign (%) followed by a space and the “in care of” name. Do not use any other punctuation in the entry. Step 3: If the taxpayer/spouse died (and you’re filing the return for that year or the current year) Enter the percent sign (%) followed by a space, then the name of the person filing the return for the deceased person. This may be the surviving spouse (if filing married filing jointly) or a personal representative (such as an executor, administrator, or anyone in charge of the deceased taxpayer’s property). Step 4: If you are using Form 1310 The “Name of Claimant” must match exactly the name entered on Name Line 2 (but without the percent-sign and space). Do not enter a percent sign (%) on Form 1310. Step 5: If none of the situations apply Leave Name Line 2 blank. Step 6: Check the character limit Maximum number of characters for this line is 35, including spaces. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Entering information for a deceased spouse in SureFire Use Name Line 2 only in the following situations: ⚠️ Before You Begin Use Name Line 2 only in the following situations: If you are entering an "in care of"" name 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Entering Information for Deceased Dependents This guide explains how the IRS treats dependents who were born or died during the year and what you need to enter in SureFire. The IRS considers a child (or other dependent, such as a parent) who was born or died during the year and who meets all other dependency tests to have lived in the home for the full 12 months, regardless of how long that dependent was alive during the year. Enter all information as you normally would, including 12 for the number of months in home.If the child was born and died during the year, and the parents did not have the opportunity to get a Social Security Number for the child, you will not be able to electronically file the return. You need to override to enter credits for the child such as the Child Tax Credit or EIC.One way to do this is to enter a false Social Security Number on the Main Information Sheet, so the credits will be calculated. Override the entries on Form 1040, Schedule EIC, Form 8812, and other forms to lock in the amounts, and then take the SSN off of the Main Information Sheet. Once you print the return, attach a copy of the child's birth certificate to it, write DIED in the space for the Social Security Number, and then mail the return to the IRS.Note: A dependent child must have been born alive to qualify for an exemption.  The IRS does not allow an exemption for a stillborn child. See IRS Publications 17 or 501 for more information on dependent exemptions. ❌ Troubleshooting ❌ Common Errors If you are unable to enter the credits electronically, confirm whether you need to override the Social Security Number entries and ensure the paper return instructions are followed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Entering information for deceased dependents This guide explains how the IRS treats dependents who were born or died during the year, and what you may need to do in order to enter the information correctly. ⚠️ Before You Begin You should be aware of the following IRS rules: The IRS considers a child (or other dependent, such as a parent) who was born or died during the year and who meets all other dependency tests to have lived in the home for the full 12 months, regardless of how long that dependent was alive during the year. Enter all information as you normally would, including 12 for the number of months in home. A dependent child must have been born alive to qualify for an exemption. The IRS does not allow an exemption for a stillborn child. Reference: See IRS Publications 17 or 501 for more information on dependent exemptions. 📊 Step-by-Step Guide Step 1: Enter months in the home as 12 Use this when you need to report a dependent who was born or died during the year. The IRS considers the dependent to have lived in the home for the full 12 months (as long as all other dependency tests are met). Enter all information as you normally would, including 12 for the number of months in home. Step 2: If you cannot electronically file, override credits Use this when the child was born and died during the year and you did not have the opportunity to get a Social Security Number. If the child was born and died during the year, and the parents did not have the opportunity to get a Social Security Number for the child, you will not be able to electronically file the return. You need to override to enter credits for the child such as the Child Tax Credit or EIC. Step 3: Use a temporary Social Security Number to calculate credits Use this when you need the software to calculate credits even though you do not have the child’s SSN. One way to do this is to enter a false Social Security Number on the Main Information Sheet, so the credits will be calculated. Step 4: Override the amounts on the relevant forms Use this to lock in the calculated amounts. Override the entries on Form 1040, Schedule EIC, Form 8812, and other forms to lock in the amounts. Step 5: Remove the SSN from the Main Information Sheet Use this after you have locked in the amounts. Then take the SSN off of the Main Information Sheet. Step 6: Print, attach documentation, and mail Use this to complete the paper filing process. Once you print the return: Attach a copy of the child’s birth certificate to it. Write DIED in the space for the Social Security Number. Mail the return to the IRS. ❌ Important Notes If the child was born and died during the year and you do not have a Social Security Number, you will not be able to electronically file the return. Note: A dependent child must have been born alive to qualify for an exemption. The IRS does not allow an exemption for a stillborn child. See IRS Publications 17 or 501 for more information on dependent exemptions. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Entering Information From 1099-INT and 1099-DIV This guide shows you how to:Follow the steps below - Entering Information From 1099-INT and 1099-DIV ⚠️ Before You BeginYou will need access to your Sure-Fire tax software and the return you are working on. 📊 Step-by-Step Guide The 1099-INT is an interest statement, and the 1099-DIV is a dividend statement. These are both reported on the Schedule B. There is an Interest Statement and a Dividend Statement which you can link to from line 1b (for interest) or 5a (for dividends) of the Schedule B by pressing F9. Use these statements if there are more than six items of interest income or more than 10 items of dividend income, or if you need a worksheet to enable Sure-Fire to correctly handle interest or dividend income, regardless of the number of items. If you use the statement, make all entries on the statement.   Below is information on how to use the columns (these are for interest, but some apply to both interest and dividend statements. Information on dividend only columns is below.):   Payer (interest and dividend statements) - Type the name of the Payer.   Amount - Type the total amount of interest paid.   TSJ (interest and dividends)- If you need to split income between taxpayer and spouse on the state return or to compare married filing joint vs married filing separate, use this column. Type "T" if the interest is owned by the primary taxpayer; type "S" if owned by the spouse; type "J" if owned jointly. The amounts entered as "J" (joint) will be split at 50% for the taxpayer and the spouse.   +/- and St Adj (interest and dividends)- These columns affect the state return only. If the interest is taxable on both the U.S. and state returns, leave the +/- and St Adj columns blank. Use these columns only if the interest must be handled differently on the state return than on the Federal return. Some states require a letter instead of the +/- so be sure and check the state instructions.     The use of these columns will vary from state to state. To determine exactly how to use these columns, look at the on-line instructions for the state involved. Press F1 while a state form is visible on your screen to see on-line state instructions.   NAEOB (interest only)- This column affects the Federal return only. Each letter stands for a different possible adjustment to interest income. Type the correct letter in this column (N, A, E, O or B)if applicable. If you are unfamiliar with these adjustments, consult a tax reference such as IRS Publication 17.   N = Nominee Distribution A = Accrued Interest E = Tax Exempt O = OID Adjustment (Original Issue Discount) B = ABP Adjustment. (Amortized Bond Premium)     NAEOB Amount (interest only) - Enter the amount of interest which qualifies for A, O, or B designation, even if it is the same as the amount entered in the Amount column. The amount will be carried to the correct entry on Schedule B.   Early Penalty (interest only)- If Form 1099-INT shows a penalty for early withdrawal, enter that amount in this column. Sure-Fire will carry the amount to Form 1040, page 1, as an adjustment to income.   Fed With (interest and dividends)- If Form 1099-INT shows Federal withholding, enter that amount in this column. Sure-Fire will add that amount to other withholding and carry the total to the correct line on Form 1040, page 2.   INTEREST or DIVIDEND INCOME TAXABLE ON STATE RETURN, BUT NOT TAXABLE ON FEDERAL RETURN   For interest or dividend income that is exempt (not taxable) on the Federal return, but taxable on the state return, follow these steps:   Complete the Payer and Amount columns. Type + in the +/- column. Some states require a letter instead of the +/- so be sure and check the state instructions. Type the taxable amount in the St Adj column. If all the interest on this line is taxable to the state, type in the full amount. Type E in the NAEOB column. Sure-Fire will include the interest as taxable on the state return, but exclude it from taxation on the Federal return. If the interest is taxable on the Federal return, but not on the state return, Type a - in the +/- column, and type the state exempt amount in the St Adj column. Sure-Fire will include the interest/dividends as taxable on the Federal return, but exclude it on the state return. Some states require a letter instead of the +/- so be sure and check the state instructions.     DIVIDENDS ONLY Some dividend income is Nominee (type N in the N column for Nominee);   Capital gain - Enter your capital gains reported on Form 1099-DIV (amount entered here carries to Schedule D);   N - This column affects the Federal return only. If the taxpayer received the dividends on this line as a nominee (that is, in the taxpayer's name but the dividends actually belong to someone else), type the letter N in this box. These dividends are not taxable to the nominee.     1250 gain or 5 year gain - Enter capital gains taxed at 1250 or 5-year gains on 1099-DIV This is a PART of the total capital gain(carries to Schedule D);   Exempt Int Div. - Enter the amount of exempt dividend interest reported on Form 1099-DIV.   Totals from the statement will flow to the correct lines on Schedule B. Totals from Schedule B will flow to Form 1040, 1040A or 1040EZ.   ADDITIONAL FEATURES ON SCHEDULE B AND SCHEDULE B STATEMENT   - To insert a blank line in the Payer/Amount list on Schedule B or the Schedule B statement, press Alt+Insert or Right-click on blank line press insert row. The blank line will be inserted above the line on which the cursor was located. The following lines will move down.   - To delete a line, press Alt+Delete or Right-click on line you want to delete press delete row. The line on which the cursor was located will be deleted and the following lines will move up.   - To sort the list of items in ascending order (e.g., A to Z, 1 to 9, etc.), press Alt+F9.   - To sort the list of items in descending order (e.g., Z to A, 9 to 1, etc.), press Alt+F10.   The sort will be based on the column in which the cursor is located when you press the sort command. For example, if the cursor is in the Payer column, the items will be sorted alphabetically by Payer's name. If the cursor is in the Amount column, the items will be sorted numerically by amount. ❌ Common ErrorsIf something doesn’t show up or looks incorrect, double-check that you linked the right statement lines and try again. 📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 What is Entering information from 1099-INT and 1099-DIV in SureFire? The 1099-INT is an interest statement, and the 1099-DIV is a dividend statement. These are both reported on the Schedule B. This guide explains how to link and use the Interest Statement and Dividend Statement in SureFire, and how to fill out the statement columns. ⚠️ Before You Begin You should use the statement link options when: There are more than six items of interest income, or There are more than 10 items of dividend income, or You need a worksheet to help SureFire correctly handle interest or dividend income, regardless of the number of items. Important: If you use the statement, make all entries on the statement. 📊 Step-by-Step Guide Step 1: Link the Interest or Dividend Statement from Schedule B Use this when you need to enter interest and/or dividend items using the linked worksheet statements. There is an Interest Statement and a Dividend Statement which you can link to from: Line 1b (for interest) by pressing F9 Line 5a (for dividends) by pressing F9 Step 2: Enter information in the statement columns Use this to fill out the statement worksheet. The columns below are described for interest, but some apply to both interest and dividend statements. Below is information on how to use the columns (these are for interest, but some apply to both interest and dividend statements. Information on dividend only columns is below.): Payer (interest and dividend statements) Type the name of the Payer. Box 1 or 3 amount (interest and dividend statements) Type the total amount of interest paid. TSJ (interest and dividends) If you need to split income between taxpayer and spouse on the state return or to compare married filing joint vs married filing separate, use this column. Type: "T" if the interest is owned by the primary taxpayer "S" if owned by the spouse "J" if owned jointly The amounts entered as "J" (joint) will be split at 50% for the taxpayer and the spouse. State adjust +/- Amount (interest and dividends) These columns affect the state return only. If the interest is taxable on both the U.S. and state returns 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Entering information on Form 1127 in Miscellaneous package This guide explains what information you need to enter on Form 1127 in the Miscellaneous package, including how to select the correct filing type and what details to provide for the IRS District Director and your extension request. ⚠️ Before You Begin You should have the Main Information Sheet available, since some fields on Form 1127 are carried over from it. 📊 Step-by-Step Guide Step 1: Mark the correct type (Business or Individual) You must mark this form either Business or Individual. If you mark the Individual box, you must enter one of the following: T for the taxpayer S for the spouse J for a joint return Information is then carried over from the Main Information Sheet. Step 2: Review (and update if needed) Name, Address, and SSN Name, Address, SSN fields are filled out by Sure-Fire using information from the Main Information Sheet. If you need to change this information at any time, do so on Main Info. Step 3: Enter the IRS District Director location and extension details Indicate the city and state where the IRS District Director is located, and provide the extension timing and explanation. Indicate the city and state where the IRS District Director is located. Enter the due date of the return. Enter the date to which you want to extend it. Provide an explanation of why making a timely payment would cause undue hardship. For further details of undue hardship, press Shift+F1 to read the IRS instructions. Step 4: Use a blank form if you need more space You may use a blank form if more room is needed for explanation. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Entering information on Form 2290 in Miscellaneous package This guide explains what you need to enter on each page of Form 2290 in the Miscellaneous package. ⚠️ Before You Begin Before you start entering Form 2290 information, make sure you understand whether the return is for a Business or Individual. 📊 Step-by-Step Guide Step 1: Page 1 (Main Information) You must complete the required selections and applicable lines on page 1. You must mark this form as either Business or Individual. If you select the Individual checkbox, you must enter either T for the taxpayer, S for the spouse, or J for a joint return. Information carries over from the Main Information Sheet. Fill in all the applicable lines. Line 2 - Part I calculates from the bottom of page 2. If you are making a payment with Form 2290, fill out Form 2290-V, Payment Voucher, at the bottom of page 1. Even if you elect to pay the tax in installments, you must use Form 2290-V for your first installment payment due when you file Form 2290. Step 2: Page 2 (Tax Computation) Enter vehicle amounts in the correct columns and complete all applicable lines. Tax computation: Use column (a) for listing amounts for vehicles that are not used for logging or are Canadian/Mexican. Use column (b) for logging vehicles. Fill in all the applicable lines. The bottom of this page carries to page 1, line 2. If you are making a payment with Form 2290, fill out Form 2290-V, Payment Voucher, at the bottom of page 1. Even if you elect to pay the tax in installments, you must use Form 2290-V for your first installment payment due when you file Form 2290. Step 3: Page 3 (Vehicle Listing) Make sure every vehicle is listed and add additional pages if needed. You must list every vehicle on this form. Be sure to list vehicles for which tax is suspended on Part II of Schedule 1. You may open additional copies of this page by pressing SHIFT+F10. If you are making a payment with Form 2290, fill out Form 2290-V, Payment Voucher, at the bottom of page 1. Even if you elect to pay the tax in installments, you must use Form 2290-V for your first installment payment due when you file Form 2290. Step 4: Page 4 (Consent to Disclosure of Tax Information) Complete the disclosure consent section. Consent to Disclosure of Tax Information Enter the name and EIN. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Entering information on Form 2848 in the Miscellaneous package This guide explains what to enter on Form 2848 within the Miscellaneous package, including key fields on Page 1 and Page 2. ⚠️ Before You Begin Before entering information, make sure you understand the following: Form 2848 must be marked as either Business or Individual. If you select Individual, you must enter one of the following: T for the taxpayer S for the spouse J for a joint return Note: Form 2848 is not honored for any purpose other than representation before the IRS. 📊 Step-by-Step Guide Step 1: Complete Page 1 Use this when you need to enter the required selections and representative information on Page 1. Page 1 You must mark this form either Business or Individual. If you select the Individual check box, you must enter either T for the taxpayer, S for the spouse, or J for a joint return. Information is then carried over from the Main Information Sheet. Note: Form 2848 is not honored for any purpose other than representation before the IRS. Line 2 Only the first three representatives you list are entered on the Centralized Authorization File (CAF). All representatives must sign and date this form on page 2, Part II. Line 4 Select the checkbox on this line if the power of attorney is for a specific use not recorded on CAF. You may duplicate this form by pressing Shift+F10. Step 2: Complete Page 2 Use this when you need to finish all remaining required information. Page 2 Complete all applicable information. See the IRS instructions for Form 2848 for more information. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Entering information on Form 3911 in Miscellaneous package This guide explains what to enter on Form 3911, including how to select the correct return type and what each page is used for. ⚠️ Before You Begin You must mark this form either business or individual. If you mark the individual box, you must enter: T for the taxpayer S for the spouse J for a joint return Note: Information will carry over from the Main Information Sheet. 📊 Step-by-Step Guide Step 1: Mark the correct return type You must mark this form either business or individual. Choose business or individual. If you choose individual, enter: T for the taxpayer S for the spouse J for a joint return Step 2: Fill in the applicable lines Fill in the applicable lines. Use the information that carries over from the Main Information Sheet, then complete the lines that apply to your situation. Step 3: Review Page 2 requirements (business returns only) This page is used for certification for business returns only. Page 2 is used for certification for business returns only. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Entering information on Form 433-A in Miscellaneous package This guide explains what to enter on Form 433-A in the Miscellaneous package, including how to use the function keys to link statements and handle shortened names/addresses. ⚠️ Before You Begin Before you start entering information, make sure you understand the following: You must mark either T for taxpayer, S for spouse, or J for a joint return. Information is then carried over from the Main Information Sheet. 📊 Step-by-Step Guide Step 1: Page 1 Use this when you need to enter the initial taxpayer/spouse/joint selection and handle any shortened name/address. You must mark either T for taxpayer, S for spouse, or J for a joint return. Information is then carried over from the Main Information Sheet. Fill in the applicable lines. If the box at the top of the form is highlighted, the name or address from the Main Information Sheet has been shortened because there is not enough space on the form to print all the information. Select the check box if changes are needed to make the name/address valid and make the necessary changes. If no changes are needed, press F3 on the entries to turn off the red. Copy this form using SHIFT+F10, if needed. Step 2: Page 2 Use this when you need to fill in lines and link statements for required information. Fill in the applicable lines. By pressing F9 where indicated, you may link to the appropriate statement needed to list information. For line 13, current value, enter the amount you could sell the asset for today. Copy this form using SHIFT+F10, if needed. Step 3: Page 3 Use this when you need to add additional statements for specific fields. Fill in the applicable lines. Line 18 – Press F9 on the Name column for an additional statement. Step 4: Page 4 Use this when you need additional statements and want to use a scratch pad for amounts. Fill in the applicable lines. Line 19 – Press F9 on the Year column for additional statement. Line 20 – Press F9 on the Street Address column for additional statement. Press F9 on any amount entry for a scratch pad. Step 5: Page 5 Use this when you need to add an additional statement for the Name field. Line 23 – Press F9 on the Name column for additional statement. Step 6: Page 6 Use this when you need to complete the remaining applicable lines. Fill in the applicable lines. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Entering information on Form 433-B in Miscellaneous package This guide explains how to enter information on Form 433-B in the Miscellaneous package, including where to use function keys for additional statements and what to fill in on each page. ⚠️ Before You Begin Make sure you have Form 433-B open in the Miscellaneous package. Tip: The Name and Address on the Main Info sheet may be shortened on this form due to printing requirements. Keyboard: You may need to use F3 and F9 to add or edit additional statements. 📊 Step-by-Step Guide Page 1 The Name and Address on the Main Info sheet have been shortened on this form due to printing requirements. Select the check box at the top of the form to make changes, or press F3 on the entries if no changes are necessary. Line 6: Press F9 on the Name column for an additional statement. Fill in the applicable lines. Page 2 Enter the required information for this page. Fill in the applicable lines. Line 8: Press F9 on the Year column for an additional statement. Line 9: Press F9 on the Year column for an additional statement. Page 3 Complete the applicable lines and add additional statements where needed. Fill in the applicable lines. Line 10: Press F9 on the Street Address column for an additional statement. Line 11: Press F9 on the Description column under Machinery, Equipment or Other for an additional statement. Line 12: Press F9 on the Name column for an additional statement. In the Current Value column, indicate the amount you could sell the asset for today. Page 4 Fill in the applicable lines and add additional statements where prompted. Fill in the applicable lines. Line 13: Press F9 on the Name column, under Checking Accounts or Savings Accounts, for an additional statement. Line 14: Press F9 on the Type column for an additional statement. Line 16: Press F9 on the Name of Credit Institution column for an additional statement. Page 5 Complete all required entries on this page. Fill in all applicable lines. Page 6 Finish the remaining applicable information and add any final additional statements. Fill in the applicable lines. Press F9 in the Name column for an additional statement. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Entering information on Form 4810 in Miscellaneous package Once you have done this, information is then carried to Form 4810 from the Main Information Sheet. Fill in the applicable lines to complete Form 4810. 📊 Step-by-Step Guide Step 1: Review the information carried from the Main Information Sheet Use this when you need to ensure the data has been brought into Form 4810 automatically. Once you have done this, information is then carried to Form 4810 from the Main Information Sheet. Step 2: Complete Form 4810 Use this when you are ready to finish the form. Fill in the applicable lines to complete Form 4810. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Entering information on Form 56 in Miscellaneous package You must mark this form either Business or Individual. If you mark the Individual box, you must enter either T for the taxpayer, S for the spouse, or J for a joint return. Information is then carried over from the Main Information Sheet. Fill in the applicable lines. ⚠️ Before You Begin Before filling out Form 56, make sure you: Mark the form as either Business or Individual. If you choose Individual, enter the correct code: T = taxpayer S = spouse J = joint return 📊 Step-by-Step Guide Step 1: Choose the correct form type Use this when you need to select the correct category for Form 56. You must mark this form either Business or Individual. Step 2: If Individual, enter the correct code Use this when you need to specify whether the information is for the taxpayer, spouse, or a joint return. If you mark the Individual box, you must enter either T for the taxpayer, S for the spouse, or J for a joint return. Step 3: Review carried-over information and complete the lines Use this when you need to finish the form using the information that was brought over. Information is then carried over from the Main Information Sheet. Fill in the applicable lines. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Entering information on Form 656 in Miscellaneous package This guide explains what to enter on the applicable pages/sections when completing Form 656 in the Miscellaneous package. ⚠️ Before You Begin Before you start entering information, review the IRS instructions for Form 656 for more information. 📊 Step-by-Step Guide Step 1: Complete Page 1 (Business vs. Individual) You must mark this form as either Business or Individual. If you select the Individual checkbox, you must enter either T for the taxpayer, S for the spouse, or J for a joint return. Information carries over from the Main Information Sheet. Read each item and select the appropriate checkboxes. See the IRS instructions for Form 656 for more information. Step 2: Complete Page 2 (Applicable information) Complete all applicable information. See the IRS instructions for Form 656 for more information. Step 3: Enter Section VI (Explanation of Circumstances) Enter the reasons you are requesting an offer in compromise. Step 4: Enter Section VII (Source of Funds) Enter the sources of funds that shall be obtained to make the offer in compromise. Step 5: Enter Section IX (Application Prepared by Someone Other Than the Taxpayer) Enter the name and address of the person who prepared the application. Step 6: Enter Section XI (Third-Party Designee) Select the applicable checkbox to indicate if you want another person to discuss this offer with IRS. If you check Yes, enter the name and phone number of that person. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Entering information on Form 843 in Miscellaneous package Use this guide to enter the correct information on Form 843 in the Miscellaneous package. ⚠️ Before You Begin You must mark this form either Business or Individual. If you mark the Individual box, you must enter: T for taxpayer S for spouse J for a joint return Note: Information is carried over from the Main Information Sheet. 📊 Step-by-Step Guide Step 1: Choose the correct form type Use this when you need to select whether Form 843 is for Business or Individual. Mark the form as either Business or Individual. If you select Individual, enter the correct code: T for taxpayer S for spouse J for a joint return Step 2: Review each item and complete the boxes Use this when you need to fill out the form accurately based on each item. Read each item and mark the appropriate boxes. Step 3: Add any additional claims Use this when you have claims that aren’t covered in the main boxes. Explain any additional claims at the bottom of the form. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Title: Entering information on Form 843 in Miscellaneous package in SureFire Use Form 843 to claim a refund or request an abatement of certain taxes, interest, penalties, and additions to tax. ⚠️ Before You Begin You must indicate this form as either Business or Individual. If you select the Individual check box, you must enter either T for taxpayer, S for Spouse or J for a Joint return. Information will carry over from the Main Information Sheet. 📊 Step-by-Step Guide Step 1: Select the correct type of filer Use this when you need to choose whether the form is for Business or Individual. You must indicate this form as either Business or Individual. If you select the Individual check box, you must enter either T for taxpayer, S for Spouse or J for a Joint return. Step 2: Review each item and choose the right options Use this when you need to complete the check boxes for each item. Read each item and select the appropriate check boxes. Explain any additional claims at the bottom of the form. Step 3: Provide detailed reasons and your computation Use this when you need to support your claim. Explain in detail your reasons for filing this claim and show your computation for the credit, refund, or abatement. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Entering information on Form 8821 in Miscellaneous package Form 8821, Tax Information Authorization You must select this form either Business or Individual. If you select the Individual box, you must enter either: T for the taxpayer S for the spouse J for a joint return Information is then carried over from the Main Information Sheet. Fill in all applicable lines. 📊 Step-by-Step Guide Step 1: Select the correct form type Use this when you need to choose whether the authorization is for a business or an individual. You must select this form either Business or Individual. Step 2: If you selected Individual, enter the correct return type Use this when you need to specify who the authorization applies to. If you select the Individual box, you must enter either: T for the taxpayer S for the spouse J for a joint return Information is then carried over from the Main Information Sheet. Step 3: Complete the applicable lines Use this to ensure the form is fully completed. Fill in all applicable lines. Step 4: Follow the Line 4 instructions Use this when you need to know which lines to skip based on your selection. Line 4: If you select this box, skip lines 5 and 6. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Entering information on Form SS-8 in Miscellaneous package This article explains important IRS requirements and how to complete all questions on Form SS-8 in the Miscellaneous package. ⚠️ Before You Begin The IRS must have your permission to use your name. If you object to your name being used, the IRS cannot act on your request and a determination will not be issued. All items on this form must be answered. You may answer "Unknown" or "Does not apply" where applicable. 📊 Step-by-Step Guide Step 1: Complete Page 1 Use this when you need to... Page 1   The IRS must have your permission to use your name. If you object to your name being used, the IRS cannot act on your request and a determination will not be issued.   All items on this form must be answered. You may answer "Unknown" or "Does not apply" where applicable. Step 2: Complete Pages 2 and 3 Use this when you need to... Pages 2 and 3   Answer all questions as completely as possible. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Entering information on Form W-9 in Miscellaneous package This guide explains how to enter the correct information on Form W-9 in the Miscellaneous package. ⚠️ Before You Begin You must select this form as either business or individual. If you select the individual box, you must enter: T for the taxpayer S for the spouse J for a joint return Information is carried over from the Main Information Sheet. 📊 Step-by-Step Guide Step 1: Select the correct form type Use this when you need to choose whether the W-9 is for a business or an individual. You must select this form either business or individual. If you select individual, enter: T for the taxpayer S for the spouse J for a joint return Step 2: Complete all applicable entries Use this when you need to ensure the form is fully filled out. Fill in all applicable entries. Step 3: Duplicate the form if needed Use this when you need to create a duplicate of this form quickly. Press SHIFT+F10 to duplicate this form. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is Entering information on Form W-9 in Miscellaneous package? You must select either business or individual at the top of this form. If you select the individual box, you must enter T for taxpayer, S for spouse, or J for a joint return. Information is carried over from the Main Information Sheet. ⚠️ Before You Begin Make sure you know whether the Form W-9 is for a business or an individual. 📊 Step-by-Step Guide Step 1: Choose the correct type at the top of the form Select either the business or individual option at the top of this form. If you select individual, enter: T for taxpayer S for spouse J for a joint return Step 2: Review the information carried over Information is carried over from the Main Information Sheet. Step 3: Fill in all applicable entries Fill in all applicable entries. Step 4: Duplicate the form if needed Press SHIFT+F10 to duplicate this form. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Entering interest and dividends on Form 1041 This section explains how to enter the interest statement information on Form 1041, including payer/amount and any related state adjustments. 📊 Interest Statement Columns You can duplicate both of these statements if you need additional space. The interest statement columns are: Enter the payer and amount in the appropriate column. + or - and State adjustment: These columns should be used if the state taxes interest differently from the IRS. Enter a "+" and the amount of interest to add to the state, or enter a "-" and the amount of interest to subtract from the state return. For instance, if the interest is exempt from tax by the IRS (Federal), but the state taxes it, enter a "+" and that amount. U.S. Exempt: Mark this box if the interest is nontaxable by the Federal government. Withdrawal penalty: If there is a withdrawal penalty on the interest, enter the amount of the penalty here. Federal Withholding: Enter the amount of any Federal withholding here. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Entering Like-Kind Exchanges This guide explains how SureFire calculates the basis of the new asset during a like-kind exchange and what worksheet you need to create to record it. ⚠️ Before You Begin Make sure you’re set up to create and link the correct worksheets in SureFire for your exchange. 📊 Step-by-Step Guide Step 1: Confirm how the basis is calculated SureFire calculates the basis of the new asset when the box is selected to elect out of the regulations listed under TD 9115. Step 2: Create the depreciation worksheet Create a new Depreciation worksheet to record the basis of the new asset. ❌ Common Errors If you don’t select the correct election box or don’t create the worksheet to capture the basis, your depreciation may not reflect the exchange basis correctly. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket For additional information, see the IRS instructions for Form 8824 and T.D. 9115: http://www.irs.gov/pub/irs-pdf/f8824.pdf T.D. 9115 - Depreciation of MACRS Property That is Acquired in a Like-kind Exchange or As a Result of an Involuntary Conversion

🔍 Entering Like-Kind Exchanges in SureFire SureFire calculates the basis of the new asset if the box is selected to elect out of the regulations listed under T.D. 9115. A new Depreciation worksheet should be created to record the basis of the new asset. 📚 What This Guide Covers Basis calculation - SureFire calculates the basis of the new asset when you select the box to elect out of the regulations under T.D. 9115. Recording the basis - Create a new Depreciation worksheet to record the basis of the new asset. 📝 Important Notes For more details, refer to the IRS guidance for Form 8824 or T.D. 9115 - Depreciation of MACRS Property That is Acquired in a Like-kind Exchange or As a Result of an Involuntary Conversion. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This guide shows you how to enter more than four states on a W-2. ⚠️ Before You Begin You will need access to Form 4137 (the IRS tax form section where state details are entered). 📊 Step-by-Step Guide Step 1: Override the State section To enter more than four states on a W-2, you must override the desired section of Form 4137. Step 2: Enter the first four states Enter the first four states on the W-2. Step 3: Copy and enter remaining states Select the Copy W2 tab, then enter the remaining states on this W-2 copy. Enter at least $1 in the Wages box to allow e-filing. ❌ Common Errors If you cannot enter more than four states, make sure you override the desired section of Form 4137 before entering additional states. If e-filing is not allowed, confirm that at least $1 is entered in the Wages box on the additional W-2 copy. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers How to enter interest income on Schedule B when there are more than six interest payers. ⚠️ Before You Begin Have your interest income information ready (including payer totals) before you enter it. 📊 Step-by-Step Guide Step 1: Enter interest items If your return includes six or fewer interest income items, enter them on lines 1A-1F. If you have more than six items (or you need a worksheet), enter ALL items on the Additional Interest Income statement. You can access it by pressing F9 on any line in this section. Step 2: Use the statement when it applies You should use the statement if: There are more than six payers. You need adjustments for interest income treated differently by the state. You want to designate ownership to Taxpayer (T), Spouse (S), or Joint (J). Some interest is Nominee (N), Tax Exempt (E), Accrued (A), OID Adjustment (O) or ABP Adjustment (B). There are penalties or withholding on the interest income. Step 3: Review totals and state instructions If you are preparing a state return, consult the instructions for the particular state before using the Interest Income statement. Totals from the statement flow to the correct lines on Schedule B, and totals from Schedule B flow to Form 1040, 1040A, or 1040EZ. Tip: If needed, you can duplicate the statement for additional entries by pressing SHIFT+F10. ❌ Common Errors Don’t use the Additional Interest Income statement unless you have more than six payers or another reason listed in the article. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This article explains how to enter the taxpayer’s Puerto Rico exclusion amount so Sure-Fire can calculate the standard deduction and certain credits correctly. ⚠️ Before You Begin Have the taxpayer’s Puerto Rico exclusion amount available. 📊 Step-by-Step Guide Step 1: Enter the exclusion on the Main Information Sheet Enter the amount of income the taxpayer is excluding on the Main Information Sheet, in the Taxpayer Information section of the form. Step 2: Avoid entering it on Form 1040 Do not enter this income on Form 1040. Step 3: Let Sure-Fire apply the IRS rules Sure-Fire will use the amount of the exclusion entered on the Main Information Sheet to reduce the standard deduction and certain credits according to IRS instructions. More information For more information on excluding Puerto Rico income, see IRS Publication 570 and IRS Publication 1321. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Entering Social Security benefits from Form SSA-1099 in SureFire - Form SSA 1099 not showing up to add in a return SureFire does not have a Form SSA 1099. To report this information, you will enter it directly on the 1040 form. ⚠️ Before You Begin You will need to access the 1040 form pages in your return. 📊 Step-by-Step Guide Step 1: Go to the correct 1040 location Use this when you need to enter Social Security benefits even though Form SSA 1099 is not available in SureFire. In SureFire, go to 1040 pg 1 line 6a. Step 2: Link to the worksheet Use this when you need to connect line 6a to the worksheet so the information can be calculated/entered correctly. Then link (hit F9) to 1040 wkt 1. ❌ Troubleshooting Note If you were expecting to add a Form SSA 1099 directly, note that SureFire does not have a Form SSA 1099. Use 1040 pg 1 line 6a and link to 1040 wkt 1 instead. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Entering Third-Party Designee info for preparers This guide explains when and how to enter the Preparer/Designee information for electronically filed and paper returns. ⚠️ Before You Begin Follow these instructions based on whether you are filing electronically or by paper. 📊 Step-by-Step Guide Step 1: Understand when the fields are required The Name, Phone Number, and PIN fields are required for electronically filed returns. If you are filing a paper return and you do not want to enter this information, you can enter Preparer as the Designee's name and leave the other two fields blank. Note: You will need to press F3 in those fields to take the red out. Step 2: Confirm this applies to your filing type You should do this only for returns that are to be paper filed. You will not be able to electronically file the return without this information. Step 3: Use defaults if needed Tip: If you do not electronically file the returns, you can set up these changes in tax form defaults. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Error 56: Invalid date... for 1120-Corporate return with prior-year data This guide explains why you may see Error 56 and how to correct the date field for an e-filed 1120-Corporate return when using prior-year data. ⚠️ Before You Begin Please note the following e-file requirements: Due to e-file regulations, the date field on the NOL carryover worksheet changed from a four-digit year field (YYYY) to a month and year field (MM/YYYY). Also, no punctuation is allowed in this or other similar fields of returns that will be e-filed. 📊 Step-by-Step Guide Step 1: Acknowledge the message Use this when you need to proceed past the error message. ClickOK in this message box. Step 2: Update the date format in Review Entry Use this when the year is showing in the wrong format. Then replace the four-digit year shown in the Review Entry box with the month and year of the end of your client's tax year, such as12/2009 for a 2009 calendar-year filer. Step 3: Remove any punctuation Use this when the field contains characters that e-file does not allow. Remove any punctuation you may have included in this or other fields. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Error Form 8888 Amount to be used for I Bond cannot exceed $5 - Error Form 8888 Amount to be used for I Bond cannot exceed $5,000. This guide explains when you should use Form 8888, including the I Bond amount limit referenced by this error. ⚠️ Before You Begin You should use Form 8888 if: You want the IRS to directly deposit your refund (or part of it) to either two or three accounts at a bank or other financial institution (such as a mutual fund, brokerage firm, or credit union) in the United States, or You want to use at least part of your refund to buy up to $5,000 in paper or electronic series I savings bonds. 📊 Step-by-Step Guide Step 1: Confirm whether you need direct deposit Use this when you want the IRS to directly deposit your refund (or part of it) to either two or three accounts at a bank or other financial institution in the United States. Step 2: Confirm your I Bond purchase amount Use this when you want to use at least part of your refund to buy up to $5,000 in paper or electronic series I savings bonds. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Error: ERROR in "Copying Preparer/ERO Information': all subsequent" This message means the software could not copy your preparer/ERO information forward as expected. ⚠️ Before You Begin Make sure you have completed the required preparer/ERO fields for the prior year before attempting to carry the information forward. 🛠️ Step-by-Step Fix Step 1: Complete preparer/ERO fields in the prior year Use this when you need to ensure all required information is entered before carryforward. Complete all the required fields for preparer/ERO information in the prior year. Step 2: Attempt to carryforward the information Use this when you want the software to copy the information automatically. After completing the prior year fields, attempt to carryforward the information. Step 3: If carryforward does not work, add the information manually to 2023 Use this when the automatic carryforward fails. If this does not work, add the information manually to the 2023 software. ❌ Troubleshooting Note If you still see the error after trying the steps above, the required preparer/ERO information may not have been fully entered in the prior year, or the carryforward process may not be able to transfer it automatically. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Error message when starting new 1120S with carry forward info This can occur when you have a blank worksheet in the prior-year return. 🛠️ Fix the Issue Step 1: Open the prior-year return Use this when you need to access the prior-year data so you can remove the blank worksheet. Open the return in the prior-year program. Step 2: Delete blank worksheets Use this when you need to ensure only valid worksheets are carried forward. Delete any blank worksheets before carrying forward your data. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Error Message: Without consent to electronically sign the Republic Bank application Message: Without consent to electronically sign the Republic Bank application, the tax return cannot be electronically signed. We added the Rep consent form and still won’t allow E-signature when using SureFire Web. ⚠️ Before You Begin Make sure the Republic Bank e-signature consent form is added to the return before attempting to e-sign. 📊 Step-by-Step Guide Step 1: Load the forms and add the Rep E-signature form Use this when you need to resolve the e-signature consent requirement for the Republic Bank application. Go to Load Forms and add the Rep E-signature form to the return, then complete it. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide shows you how to fix the “EFIN Not registered” error when transmitting a return. ⚠️ Before You Begin You will need access to the return so you can review and re-enter the EFIN on the 8879 form. 🔍 Step-by-Step Guide Error: EFIN Not registered (the X’s show your EFIN). Step 1: Open the return Open the return that you are trying to transmit. Step 2: Go to the 8879 Form Navigate to the 8879 Form. Step 3: Remove the EFIN Remove the EFIN. Step 4: Press Tab Press Tab. Step 5: Re-enter the EFIN Re-enter your EFIN on 8879. Step 6: Create and transmit the e-file Create the e-file, then transmit the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Estate Tax 706 Package Availability in SureFire 2019 This article explains when the Estate Tax Form 706 package is typically available in SureFire 2019 and what you can do in the meantime. ⚠️ Before You Begin Before you submit or prepare Form 706 for a taxpayer, you should confirm whether the 2018 version will meet your needs (for certain decedents). 📊 When Will the 706 Package Be Available? The form 706 is usually available in the current year software sometime in August. The IRS usually release this form later in the year. 📝 What You Can Review Now (Using 2018 Software) Step 1: Check the 706 in your 2018 software Please review the 706 in your 2018 software for decedents dying after December 31, 2018 and may meet your current need. Step 2: Decide whether the 2018 form works If this 2018 form will not work for your taxpayer, you will need to wait until the form becomes available for 2019 later in the year. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains how to use the 1040ES Form to enter Estimated Tax Payments for the next tax season. The SureFire program includes the 1040ES Form that allows you to fill out Estimated Payments for the next tax season, be they required for previous tax years, or not. If not automatically added to your return, you can navigate to Form>Add Form/Display Form List and search "1040ES" to add it, you will also notice that the viewable form has a payment breakdown at the bottom of the page. These payments that are displayed will also be shown on the four payment vouchers that are added to the return when the 1040ES form is added.                                                                                     📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Exception Codes for Additional Tax on Early Distributions Form 5329 This article lists the exception codes you may use on Form 5329 to explain why an early distribution may be exempt from the additional tax. ⚠️ Before You Begin Use these codes when you are completing Form 5329 for early distributions and need to indicate an exception that applies. 📊 Exception Code Reference Exception Code Description 01 Qualified retirement plan distributions (does not apply to IRAs) you receive after separation from service in or after the year you reach age 55 (age 50 for qualified public safety employees). 02 Distributions made as part of a series of substantially equal periodic payments (made at least annually) for your life (or life expectancy) or the joint lives (or joint life expectancies) of you and your designated beneficiary (if from an employer plan, payments must begin after separation from service). 03 Distributions due to total and permanent disability. 04 Distributions due to death (does not apply to modified endowment contracts). 05 Qualified retirement plan distributions up to the amount you paid for unreimbursed medical expenses during the year minus 10% (or 7.5% if you or your spouse are age 65 or older) of your adjusted gross income for the year. 06 Qualified retirement plan distributions made to an alternate payee under a qualified domestic relations order (does not apply to IRAs). 07 IRA distributions made to unemployed individuals for health insurance premiums. 08 IRA distributions made for higher education expenses. 09 IRA distributions made for purchase of a first home, up to $10,000. 10 Distributions due to an IRS levy on the qualified retirement plan. 11 Qualified distributions to reservists while serving on active duty for at least 180 days. 12 Other (see Other below). Also, enter this code if more than one exception applies. 📝 Other Exceptions Other. The following exceptions also apply. Distributions incorrectly indicated as early distributions by code 1, J, or S in box 7 of Form 1099-R. Include on line 2 the amount you received when you were age 59 or older. Distributions from a section 457 plan, which are not from a rollover from a qualified retirement plan. Distributions from a plan maintained by an employer if: You separated from service by March 1, 1986; As of March 1, 1986, your entire interest was in pay status under a written election that provides a specific schedule for distribution of your entire interest; and The distribution is actually being made under the written election. Distributions that are dividends paid with respect to stock described in section 404(k). Distributions from annuity contracts to the extent that the distributions are allocable to the investment in the contract before August 14, 1982. Phased retirement annuity payments made to Federal employees. ✅ Helpful Reference For additional exceptions that apply to annuities, see IRS Publication 575. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Excess Social Security and RRTA Tax Withheld by one employer See IRS Topic 608 ⚠️ Employer's Error If any one employer withheld too much social security, Tier 1 RRTA tax, or Tier 2 RRTA tax, you can’t claim the excess as a credit against your income tax. Your employer should adjust the excess for you. If the employer doesn’t adjust the overcollection, you can use Form 843, Claim for Refund and Request for Abatement (PDF) to claim a refund. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Extension Form 8809 If you are filing Form 8809, this guide explains when you can paper-file and when the IRS requires e-filing. ⚠️ Before You Begin Before you file, check how many filers you are submitting the form for: 1 filer More than 1 filer 📊 Step-by-Step Guide Step 1: If you are filing for only 1 filer, paper-file If you are filing the form for only 1 filer, then the form can be paper-filed. Step 2: If you are filing for more than 1 filer, e-file is required by the IRS If you are filing the form for more than 1 filer, then the IRS requires that you e-file the form. However, we do not currently support e-filing for this form. You can file it online through the FIRE system, which is the preferred method of the IRS. For more information see About Form 8809 . 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Extension forms that can be filed electronically in SureFire This article lists the extension forms that can be filed electronically in SureFire for both individual and business tax returns. ⚠️ Before You Begin You must paper-file extensions for any other jurisdiction, type of return, or extension form not included in these tables. 📊 Individual Tax Returns Jurisdiction Form Name FD Federal Form 4868 MD Maryland MD 502E NY New York NY IT-370 LA Louisiana LA R-2868 📊 Business Tax Returns Jurisdiction Type Form Name FD Federal Corporation - 1120 Form 7004 FD Federal S Corporation - 1120 S Form 7004 FD Federal Partnership - 1065 Form 7004 FD Federal Fiduciary - 1041 Form 7004 LA Louisiana Corporation - 1120 LA 620 EXT-V LA Louisiana S Corporation - 1120 S LA 620 EXT-V MA Massachusetts Fiduciary - 1041 MA 355-7004 MA Massachusetts Partnership - 1065 MA 355-7004 MA Massachusetts Corporation - 1120 MA 355-7004 MA Massachusetts Trust MA M-8376 MD Maryland S Corporation - 1120 S MD 510E MD Maryland Corporation - 1120 MD 500E NY New York Corporation - 1120 NY CT-5 NY New York S Corporation - 1120 S NY CT-5 NY New York Partnership - 1065 NY IT-370-PF NY New York (Form IT-204-LL) NY IT-204-LL() TX Texas Corporation - 1120 TX-05-164 TX Texas S Corporation - 1120 S TX-05-164 TX Texas Partnership - 1065 TX-05-164 📝 Note () - New York Form IT-204-LL must be e-filed separately from the extension and the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Extensions have a yellow lock Unable to e-file 7004 extensions in SureFireState. Extensions are locked. This guide explains what to do when a state extension has a yellow lock so you can e-file it. ⚠️ Before You Begin You are trying to e-file a state extension: 7004 4868 And it has a yellow lock. 📊 Step-by-Step Guide Step 1: Go to the state form You will need to go to the state form. Step 2: Mark unlink state from federal Mark unlink state from federal. Step 3: E-file the state extension (unlink) Now can e-file state extensions unlink. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 F1040-034-06 - The 1099Rs are more than 10 This article explains what to do when the taxpayer has more than 10 1099-Rs to enter on 1040 Worksheet 9. ⚠️ Before You Begin You should know the following limits: 1040 Worksheet 9 only holds 10. The SureFire limit is also 10. 📊 Step-by-Step Guide Step 1: Enter the first 10 1099-Rs on Worksheet 9 Use this when you need to enter up to the maximum allowed entries on 1040 Worksheet 9. 1040 Worksheet 9 only holds 10, and the SureFire limit is also 10. Step 2: Use the “Other” section for any additional 1099-Rs Use this when the taxpayer has more than 10 1099-Rs. If the taxpayer has more than 10, we recommended using the section at the bottom of Worksheet 9 labeled "Other" to enter the rest. Step 3: Confirm Worksheet 9 only includes 1099-Rs with federal withholding Use this to ensure your entries are categorized correctly. Also please ensure that 1040 Worksheet 9 has only the 1099's that have federal withholding listed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 F1040NR-047-01 If Schedule OI (Form 1040-NR) According to the IRS if the taxpayer is not a resident of the following countries "CA"" or ""IN"" or ""KS"" or ""MX ⚠️ Before You Begin No additional prerequisites were provided in the original article. 📊 Step-by-Step Guide Use this when you need to confirm whether Schedule OI (Form 1040-NR) applies based on residency status for the listed countries. Step 1: Check IRS residency requirement According to the IRS, if the taxpayer is not a resident of the following countries "CA"" or ""IN"" or ""KS"" or ""MX ❌ Common Errors No troubleshooting details were provided in the original article. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 F540/NR/NRS/2EZ-310 This message explains a CA e-file rejection related to the CA PIN Type Code and prior year AGI fields. ⚠️ Before You Begin Review the condition below: If CA PIN Type Code [CAPINTypeCode] is equal to 'PractitionerPIN', then Primary Taxpayer Prior Year AGI [PriorYearAGI] and Spouse/RDP Prior Year AGI [PriorYearAGI] must NOT be present.   Field: /CA-Return/CA-ReturnHeader/CAPINTypeCode   Value: CA PIN Type Code is PractitionerPIN. Primary Taxpayer Prior Year AGI is #####. Spouse/RDP Prior Year AGI is #####   Note: (Where ##### will be the actual prior year AGI dollar amount) 📊 Step-by-Step Guide Step 1: Verify the PIN method on the Main Info sheet Use this when you need to confirm the correct PIN method is selected. Go to the Main Info sheet and verify the Self Select and Practitioner's PIN method is being used. Step 2: Remove the prior year AGI from the CA return Use this when you need to clear fields that are not allowed for PractitionerPIN. Then remove the prior year AGI from the CA return. ✅ Resolution Go to the Main Info sheet and verify the Self Select and Practitioner's PIN method is being used. Then remove the prior year AGI from the CA return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 F8379-021: If Form 8379 has a non-zero NonrefundableCreditsAmt, it must match Form 1040 TotalCreditsAmt This article explains what to check for the validation rule: Rule: If NonrefundableCreditsAmt in JointReturnAmtGrp has a non-zero value, then it must be equal to Form 1040, TotalCreditsAmt. efile path: efile:Return/efile:ReturnData/efile:IRS8379/efile:JointReturnAmtGrp/efile:NonrefundableCreditsAmtValue ⚠️ Before You Begin You will need to: Open and review Form 8379. 📊 Step-by-Step Guide Step 1: Go to Form 8379 Use this to locate the correct form to review. Go to Form 8379. Step 2: Verify the Part I, Line 9 checkbox Use this to confirm whether the form should be stopped from filing. Verify if the Part I, Line 9 - "No".  Stop here. Do not file this form. You are not an injured spouse." check box is selected.   ❌ Important Note Note: This will stop the Form 8379 from checking off in the Forms Tree. If you think that the Form 8379 should be filed 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 F8868-053 Form 8868 Form 8868 - F8868-053: Application for extension must be received on or before the due date of the return to which the extension is requested. ⚠️ Due Date Information Form 990 is due on the 15th day of the 5th month following the end of the organization's taxable year. For organizations on a calendar year, the Form 990 is due on May 15th of the following year. 📊 Step-by-Step Guide Step 1: Identify your Form 990 due date Use this when you need to... Form 990 is due on the 15th day of the 5th month following the end of the organization's taxable year. Step 2: If you are on a calendar year, use May 15th Use this when you need to... For organizations on a calendar year, the Form 990 is due on May 15th of the following year. Step 3: Submit Form 8868 on or before the due date Use this when you need to... Form 8868 - F8868-053: Application for extension must be received on or before the due date of the return to which the extension is requested. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 F8949-002 - For each property on Form 8949 1. What is the error message? 2. Is it a program error or a windows error? 3. Is it a reject message or a validation error? Reject4. 4. If this is a Form Calculation issue, what is not calculating from where to where? Incl. amounts, form names and lines # 📚 What This Guide Covers This article explains how to complete Form 8949, Column (f) (Code) for each property. ⚠️ Before You Begin You will need to know what adjustment you are making to gain or (loss) in column (g) so you can enter the correct code(s) in column (f). 📊 Column (f) Code Use this when you need to explain an adjustment to gain or (loss) in column (g). Step 1: Enter the appropriate code(s) in Column (f) In order to explain any adjustment to gain or (loss) in column (g), enter the appropriate code(s) in column (f). See How To Complete Form 8949, Columns (f) and (g), later. Step 2: If more than one code applies, enter all applicable codes If more than one code applies, enter all the codes that apply in alphabetical order (for example, BOQ). Step 3: Do not separate codes with spaces or commas Don't separate the codes by a space or comma. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 F8962-313 - If Form 8962 If the Yes box was checked on Form 8962 page 1, line 9, then you must complete Form 8962 page 2, Part 4 or Part 5. ⚠️ Before You Begin Review your entries on: Form 8962 page 1, line 9 Form 8962 page 2, Part 4 or Part 5 📊 Step-by-Step Guide Step 1: Check Form 8962 Page 1, Line 9 Use this when you need to confirm whether the “Yes” option was selected. If the Yes box was checked on 8962 pg 1, line 9, continue to the next step. Step 2: Complete Form 8962 Page 2, Part 4 or Part 5 Use this when you need to satisfy the requirement triggered by line 9. When 8962 pg 1, line 9 has Yes selected, then 8962 pg 2, part 4 or part 5 must be completed. ❌ What This Means This message indicates that the electronic filing rejection is tied to the selection on line 9. Specifically, Line 9 'SharePolicyMarriedAltCalcInd' has a choice of "Yes" indicated. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 FAQ's State Taxes: How do I know which state I should pay taxes? This article answers common questions about which state you should pay taxes to, whether it’s based on where you work or where you live, and how to get credit for taxes paid to other states. ⚠️ Before You Begin State tax rules can vary by state. Use the guidance below as a general overview, then follow your specific state’s requirements when needed. 📚 Overview / Questions & Answers Question: How do I know which state I should pay taxes? Answer: In most states, residents pay tax on the income (from all sources) they received during the calendar year. Question: Is it the state I work in or the state I live in? Do I have to pay taxes to all states in work in? Answer: You will pay taxes in both states the one you live in (if they tax your income, for example FL and TX do not have a state tax for individuals) and in the state where you work. Your home/live state will you give a credit for taxes paid to other states to help you avoid paying double tax on your income. Question: What if I am a part year resident or a non resident of the state? Answer: Part-year residents and Non Residents follow each state's rules. Some states separate the income, and tax only their state's income. Or a state may calculate the tax on all of the income as if you were a resident, and then allocate the tax based on in state sources as a percentage of all sources. Bear in mind as long the there are state taxes, you will be required to pay taxes on the income you earn in the state, whether you are a resident or not, and you will pay taxes on the total income you earned in your home state, even if you did not work in your home state. 📝 How do I get credit for Taxes paid to other States? Step 1: Use the tax software worksheet Use this when you need to... get credit for taxes paid to other states. Tax software has a worksheet for taxes paid to other state. Step 2: Add the worksheet to your home state Use this when you need to... apply the credit correctly on your return. Add this worksheet to your home state. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 FAQs about e-filing forms 5500 According to the DOL Web site, you must obtain EFAST2 electronic credentials to sign or submit Form 5500, Form 5500EZ or Form 5500-SF, or to prepare a return/report in IFILE. You can get EFAST2 electronic credentials by registering on the EFAST2 Web site. ⚠️ Important Note ALL parties that are required to sign Form 5500 must register and obtain an ID number and PIN from the DOL. If any required electronic signature is missing or in error, the filing will be rejected. 📚 Where to Get EFAST2 Credentials and More Info Step 1: Register for EFAST2 electronic credentials Use this when you need to sign or submit Form 5500, Form 5500EZ, or Form 5500-SF, or prepare a return/report in IFILE. For more information on obtaining EFAST2 electronic credentials, point your Web browser to http://www.efast.dol.gov/welcome.html, and then click the Sign In/Uplink. Step 2: Review EFAST2 Frequently Asked Questions (FAQ) Use this when you want answers about the EFAST2 All-Electronic Filing System. For a list of Frequently Asked Questions (FAQ's) on the EFAST2 All-Electronic Filing System, point your Web browser to: http://www.efast.dol.gov/faq/faq_efast.html Step 3: Watch the EFAST2 video tutorial Use this when you want a walkthrough of filing procedures and electronic signature requirements. For a video tutorial on the procedure for filing these forms, the changes from previous years' forms, and their electronic signature requirements, point your Web browser to: http://www.efast.dol.gov/training/EFAST2%20Tutorial%20Menu.html 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 FAQS about forms W-2 and W-3. According to the General Instructions for Forms W-2 and W-3: ⚠️ Before You Begin Before you file, make sure you understand: Who must file Form W-2 Who must file Form W-3 When and how to file (mail/e-file) How to complete Box 12 Codes and Box 13 check boxes 📌 Who must file Form W-2 You must file Form(s) W-2 if you have one or more employees to whom you made payments (including noncash payments) for the employees services in your trade or business during the tax year. 📌 Who must file Form W-3 Anyone required to file form W-2 must file form W-3 to transmit Copy A of forms W-2. Make a copy of form W-3, keep it and Copy D (For Employer) of forms W-2 with your records for 4 years. Be sure to use form W-3 for the correct year. 📅 When to file Mail or electronically file Copy A of form(s) W-2 and form W-3 with the SSA by January 31, 2018. You may owe a penalty for each form W-2 that you file late. 💻 E-filing The SSA encourages all employers to e-file. E-filing can save you time and effort and helps ensure accuracy. You must e-file if you are required to file 250 or more forms W-2 or W-2c. If you are required to e-file but fail to do so, you may incur a penalty. For more information about e-filing Forms W-2 or W-2c and a link to the BSO website, visit the SSAs Employer W-2 Filing Instructions Information. 📝 Waiver from e-filing You can request a waiver from this requirement by filing form 8508, Request for Waiver From Filing Information Returns Electronically. Submit form 8508 to the IRS at least 45 days before the due date of Form W-2, or 45 days before you file your first Form W-2c. See form 8508 for information about filing this form. 📬 Where to file paper Forms W-2 and W-3 File Copy A of Form W-2 with Form W-3 at the following address. Social Security Administration Direct Operations Center Wilkes-Barre, PA 18769-0001 📋 Box 12Codes Complete and code this box for all items described below. Note that the codes do not relate to where they should be entered in boxes 12a through 12d on Form W-2. For example, if you are only required to report code D in box 12, you can enter code D and the amount in box 12a of Form W-2. Report in box 12 any items that are listed as codes A through EE. Do not report in box 12 section 414(h)(2) contributions (relating to certain state or local government plans). Instead, use box 14 for these items and any other information that you wish to give to your employee. For example, union dues and uniform payments may be reported in box 14. Notes: On Copy A (Form W-2), do not enter more than four items in box 12. If more than four items need to be reported in box 12, use a separate Form W-2 to report the additional items (but enter no more than four items on each Copy A (Form W-2)). On all other copies of Form W-2 (Copies B, C, etc.), you may enter more than four items in box 12 when using an approved substitute. Use the IRS code designated below for the item you are entering, followed by the dollar amount for that item. Even if only one item is entered, you must use the IRS code designated for that item. Enter the code using a capital letter(s). Use decimal points but not dollar signs or commas. Box 12 Codes List A Uncollected social security or RRTA tax on tips K 20% excise tax on excess golden parachute payments V Income from exercise of nonstatutory stock option(s) B Uncollected Medicare tax on tips (but not Additional Medicare Tax) L Substantiated employee business expense reimbursements W Employer contributions (including employee contributions through a cafeteria plan) to an employee's health savings account (HSA) C Taxable cost of group-term life insurance over $50,000 M Uncollected social security or RRTA tax on tax able cost of group-term life insurance over $50,000 (former employees only) Y Deferrals under a section 409A nonqualified deferred compensation plan D Elective deferrals under a section 401(k) cash Or deferred arrangement plan (including a SIMPLE 401(k) arrangement) N Uncollected Medicare tax on taxable cost of group-term life insurance over $50,000 (but not Additional Medicare Tax) (former employees only) Z Income under a nonqualified deferred compensation plan that fails to satisfy section 409A E Elective deferrals under a section 403(b) salary reduction agreement P Excludable moving expense reimbursements paid directly to employee AA Designated Roth contributions under a section 401(k) plan F Elective deferrals under a section 408(k)(6) salary reduction SEP Q Nontaxable combat pay BB Designated Roth contributions under a section 403(b) plan G Elective deferrals and employer contributions (including nonelective deferrals) to a section 457(b) deferred compensation plan R Employer contributions to an Archer MSA DD Cost of employer-sponsored health coverage H Elective deferrals to a section 501(c)(18)(D) tax-exempt organization plan S Employee salary reduction contributions under a section 408(p) SIMPLE plan EE Designated Roth contributions under a governmental section 457(b) plan J Nontaxable sick pay T Adoption benefits FF Permitted benefits under a qualified small employer health reimbursement arrangement ☑️ Box 13 Check boxes Note: Check all boxes that apply. Statutory employee Check this box for statutory employees whose earnings are subject to social security and Medicare taxes but not subject to federal income tax withholding. Do not check this box for common-law employees. There are workers who are independent contractors under the common-law rules but are treated by statute as employees. They are called statutory employees. For details on statutory employees and common-law employees, see section 1 in Pub. 15-A. Retirement plan Check this box if the employee was an active participant (for any part of the year) in any of the following. A qualified pension, profit-sharing, or stock-bonus plan described in section 401(a) (including a 401(k) plan). An annuity plan described in section 403(a). An annuity contract or custodial account described in section 403(b). A simplified employee pension (SEP) plan described in section 408(k). A SIMPLE retirement account described in section 408(p). A trust described in section 501(c)(18). A plan for federal, state, or local government employees or by an agency or instrumentality thereof (other than a section 457(b) plan). Third-party sick pay Check this box only if you are a third-party sick pay payer filing a Form W-2 for an insured's employee or are an employer reporting sick pay payments made by a third party. See section 6 of Pub. 15-A. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 FAQS about the Name control for Form 940 According to Publication 1586, Reasonable Cause Regulations and Requirements for Missing and Incorrect Name/TINs, chapter IX. IRS Matching Process and Name Controls: ⚠️ What the Name Control Field Does The Name Control field on the Data tab for forms 940, 941, 943, 944, and 945 populates the scanline with a 4-character code, and is used primarily for e-filing purposes. 📚 How the Name Control Is Determined The name control is based on the type of name on the return. Step 1: Enter the IRS-Assigned Name Control Code (If Provided) If the IRS assigned your client a name control code, enter it in this field. The code is generally the third group of characters in the scanline at the bottom of the payment voucher the IRS mailed your client. Step 2: Use the IRS Name Control Rules Based on Name Type The following are examples of name controls used by the IRS: Individuals and Sole Proprietorships For individuals and sole proprietorships, the name control consists of the first four characters of the primary taxpayers last name. For example, the name control for Arthur P. Aspen is ASPE. Estates For estates, the name control is the first four characters of the individuals last name. For example, the name control for Frank Walnut Estate is WALN. Note that the decedent's name may be followed by Estate on the name line. Individuals Listed Only If only an individual is listed, use the first four characters of the last name. For example, the name control for Donald C. Beech Trust is BEEC. If the trust is a Clifford trust, use the last four characters of the last name. For example, the name control for Michael Teak Clifford Trust is TEAK. Corporations, Associations, or Endowments in the Trust Name When a corporation, association, or endowment is part of the trust name, use the first four characters of the name of the corporation, association, etc. For example, the name control for Magnolia Association Charitable Lead Trust is MAGN. Numbered Trusts and GNMA Pools For numbered trusts and GNMA Pools, use the first four digits of the trust number, disregarding any leading zeros or trailing alphanumeric characters. If there are fewer than four numbers, use enough letters from "GNMA"" to complete the name control. For example 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Federal & State Estimated Tax Payments Worksheet (F/S Tax Pd) This guide explains how to complete the Federal & State Estimated Tax Payments Worksheet (F/S Tax Pd), including federal payment dates/amounts and how state estimated payments are used for Schedule A and the state return. ⚠️ Before You Begin Before filling out the worksheet, make sure you have the taxpayer’s estimated tax payment details (dates and amounts), including any late payments and prior-year state tax information. 📊 Step-by-Step Guide Step 1: Enter Federal estimated tax payments If the taxpayer made Federal estimated tax payments, fill in the date and amount of each payment. The total is then transferred to page 2 of Forms 1040/1040A and to Form 2210 or to Form 2210F, Underpayment of Estimated Tax. Step 2: Use the correct Date format (Federal) You must enter all four digits of the year in the Date entry. Use the mm/dd/yyyy format. Do not use any dashes. Step 3: If Federal payments were late, enter the File/Pay date If the taxpayer made Federal estimated tax payments, but did not make them all on time, fill in the File/Pay entry with the date they will file/pay the tax due. Form 2210 then calculates the penalty based on the regular method. Enter last years tax liability on Forms 2210 or 2210F. Without this information, the penalty defaults to the maximum amount. Step 4: Enter State Tax Payments - Spouse Filing Separate At the bottom of the form is a section for estimated payments made by the spouse for states where taxpayer and spouse may file separately on the state return. Step 5: Understand how the worksheet is used for state deductions This worksheet is available to collect state tax information for deduction on Schedule A, and for use with a full-year state tax return. Carefully read on-screen instructions. Explanations for the asterisks are given on-screen below the heading Schedule of State Tax Payments. Step 6: Confirm state abbreviations State abbreviations are determined based from the State Information section of the Main Info sheet. Step 7: Enter state estimated tax payments (and the asterisk option) In the first section, show any state estimated tax payments made. If the last payment was made before the first day of the tax year, select the check box marked with an asterisk. This amount is carried to Schedule A, State and Local Income Taxes. Step 8: Add prior-year state tax paid for prior-year returns The additional lines allow for any state tax paid in the previous year that was for the previous years returns. Step 9: Account for estimated tax paid from two years earlier Also, since the last estimated tax payment is not due until January 15 of the following year, there is a line for any estimated tax from two years earlier that was paid in the previous year. Step 10: Verify where amounts flow on the return The appropriate amounts from this worksheet and the state tax you listed on Forms W-2, W-2G, and 1099R appear on line 5 of Schedule A, and on the state return for this taxpayer. Step 11: Find mailing addresses for 1040-ES vouchers For a list of mailing addresses for the 1040-ES vouchers, see . 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide shows where to connect the additional dividend statement so your Schedule B information is entered correctly. 📊 Step-by-Step Guide Step 1: Link the Schedule B line On Schedule B, under line 5, Payer A, link (press F9) to the new Schedule B: Additional Dividend Statement. This statement has columns for Nominee (N) and Capital Gain, Federal withholding, and more. Step 2: Get help if you need details See F1 Help for the statement, or refer to the Schedule B for more information. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Federal Extension was accepted - now how can I e-file the regular return in SureFire? This guide shows you where to go in SureFire to set up e-filing for your regular return after your Federal Extension has been accepted. ⚠️ Before You Begin Make sure you are ready to e-file your regular return in SureFire. 📊 Step-by-Step Guide Step 1: Open the Main Information Sheet Use this when you need to... Go to Main Information Sheet. Step 2: Find the Self-Select and Practitioner PIN(s) section Use this when you need to... Under "Self-Select and Practitioner PIN(s)." Step 3: Select what forms you are e-filing using PINs Use this when you need to... On question "What form(s) are you e-filing using PINs?" 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers In this article, you’ll learn how to address: Federal Form 5500 series Mailing Addresses. ⚠️ Before You Begin Before you make changes, make sure you understand what form/year worksheet your client is working in. 📊 Step-by-Step Guide Form 5500 and 5500-SF: Beginning January 2010, the 2009 5500/5500 SF, prior year delinquent or amended 5500/5500SF are required to be e-filed through the EFAST2 system by using either an approved 3rd party software or the online via IFILE.   Form 5500-EZ: The 5500-EZ cannot be submitted electronically and must be mailed to the address listed below:   Department of the Treasury Internal Revenue Service Ogden, UT, 84201-0020   Private Delivery Service: You can use certain private delivery services designated by the IRS to meet the “timely mailing as timely filing/paying” rule for tax returns and payments. Private delivery services include only the following:   DHL Express (DHL): DHL Same Day Service. Federal Express (FedEx): FedEx Priority Overnight, FedEx Standard Overnight, FedEx 2Day, FedEx International Priority, and FedEx International First. United Parcel Service (UPS): UPS Next Day Air, UPS Next Day Air Saver, UPS 2nd Day Air, UPS 2nd Day Air A.M., UPS Worldwide Express Plus, and UPS Worldwide Express.   The private delivery service can tell you how to get written proof of the mailing date.   ❌ Common Errors If the issue isn’t resolved, confirm you’ve linked the correct worksheet relationship. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Federal tax payment due: Can it be spread into two payments in SureFire? Payment due cannot be spread in two payments in SureFire. 📚 IRS Payment Options for Tax Due Use this when you need to choose how to pay your federal tax due. Pay now (one time payment; you can use ACH on SureFire for this) Short-term Payment plan (pay amount owed in 180 days or less - can only apply online on IRS website) Long-Term payment plan (Installment agreement Apply online through theOnline Payment Agreement toolorapply by phoneor by mailby submittingForm 9465, Installment Agreement Request. - SureFire has form 9465 available) Change an existing payment plan (apply online, by phone, mail or in person) 📝 More Information More info: https://www.irs.gov/payments/payment-plans-installment-agreements 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Federal/State estimated tax payments This guide explains how to enter and reconcile Federal and state estimated tax payment due dates in SureFire. ⚠️ Before You Begin Before you begin, make sure you have the estimated tax payment information needed to complete your return. 📊 Step-by-Step Guide Step 1: Confirm the Federal due dates The Federal payment due dates are based on the calendar or fiscal year of the business as listed on page 1 of the return. The total will be transferred to page 2 of Form 1040 or 1040 A and to Form 2210 or Form 2210 F, Underpayment of Estimated Tax. Step 2: Enter Federal payments and handle late payments If the taxpayer made Federal estimated tax payments, but did not make them all on time, fill in the File/Pay entry with the date they will file and/or pay the tax due. Form 2210 will calculate the penalty based on the regular method. Step 3: Confirm the state due dates The state due dates have been calculated the same as the Federal. If the state has different due dates, disregard the date suggested. If payment 1 was paid on or before the date due for payment 1, enter the amount for payment 1, etc. ❌ Common Errors If your state due dates differ from the Federal, be sure to use the correct dates rather than the suggested ones. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Federal/State estimated tax payments This article explains how Federal and state estimated tax payment due dates are handled, and what to enter if payments were not made on time. ⚠️ Before You Begin Have the return available so you can reference the business calendar or fiscal year details listed on page 1. 📊 Step-by-Step Guide Step 1: Understand the Federal due dates The Federal payment due dates are based on the calendar or fiscal year of the business as listed on page 1 of the return. The total will be transferred to page 2 of Form 1040 or 1040 A and to Form 2210 or Form 2210 F, Underpayment of Estimated Tax. Step 2: If Federal estimated payments were not made on time If the taxpayer made Federal estimated tax payments, but did not make them all on time, fill in the File/Pay entry with the date they will file and/or pay the tax due. Form 2210 will calculate the penalty based on the regular method. Step 3: Review state due dates The state due dates have been calculated the same as the Federal. If the state has different due dates, disregard the date suggested. Step 4: Enter amounts based on whether each payment was made by its due date If payment 1 was paid on or before the date due for payment 1, enter the amount for payment 1, etc. ❌ Common Errors Using the suggested state dates when the state has different due dates. If the state has different due dates, disregard the date suggested. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers When you can (and can’t) use Form 8888 to allocate a refund. ⚠️ Before You Begin This decision depends on how you want your refund applied. 📊 Step-by-Step Guide You may use Form 8888 if you want us to directly deposit your refund (or part of it) to one or more bank accounts in the United States (such as a mutual fund, brokerage firm, or credit union). You may use Form 8888 if you want to use your refund to buy up to $5,000 in paper series I savings bonds. Do not use Form 8888 to allocate a refund for returns using Fee Collect or any bank product. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Figuring an NOL For instructions on how to figure a Net Operating Loss (NOL), when to use an NOL, how to claim an NOL deduction, or how to figure an NOL carryover, see IRS Publication 536. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 File electronically - accidentally This article includes IRS references and guidance related to filing status changes, including procedures and exceptions. https://www.irs.gov/irm/part21/irm_21-006-001r ⚠️ Before You Begin Use the following IRS references when reviewing filing status changes: Filing status changes (MFJ to MFS, Single or HOH) - refer to IRM 21.6.1.5.5, Married Filing Joint to Married Filing Separate, Single, or Head of Household Procedures Other changes - such as Qualifying widow(er) with dependent child 📚 What Are Filing Status Changes? From MFJ to MFS, Single or HOH, refer to IRM 21.6.1.5.5, Married Filing Joint to Married Filing Separate, Single, or Head of Household Procedures Other changes, such as Qualifying widow(er) with dependent child 📊 Step-by-Step Guide Step 1: Identify the filing status change Use this when you need to determine what type of change you are making. Married taxpayers may file separate returns such as married filing separately, head of household, or single on or before the due date of their originally filed married filing joint return. Step 2: Confirm eligibility when changing from MFJ/MFS to Single or HOH Use this when you are changing filing status from MFJ or MFS to Single or HOH. If taxpayer changes filing status from Married Filing Joint (MFJ) or Married Filing Separate (MFS) to Single (S) or Head of Household (HOH), taxpayer MUST clearly be eligible. Refer to: Pub 501, Exemptions, Standard Deduction, and Filing Information Pub 17, Your Federal Income Tax (For Individuals) Step 3: Know the exception (personal representative) Use this when a personal representative is involved. Exception: A personal representative may revoke an election to file a married filing joint return previously made by the surviving spouse alone. This is done by the filing a separate return for the decedent within one year from the due date of the return of the surviving spouse (including any extension). Refer to Publication 559, Survivors, Executors, and Administrators. Step 4: Understand disallowance rules for postmarked claims Use this when you are dealing with claims received after the due date. Disallow all claims postmarked after the due date except: Items listed in IRM 21.6.1.5.7, Married Filing Joint Election is Invalid or Filed with Incorrect Status Taxpayers whose marriage was annulled or the subject of a court order holding that no valid marriage ever existed Step 5: If received after the due date, provide proper documentation Use this when the claim is received after the due date. If the claim is received after the due date and the taxpayer does not provide the proper documentation such as court documents showing the marriage was not valid, copy of divorce decree or separate maintenance, documents verifying the taxpayers did not live together during the last six months, such as a lease agreement, utility bills, etc., refer to IRM 21.5.3.4.6, No Consideration and Disallowance of Claims and Amended Returns. ❌ Troubleshooting / Common Issues Claims postmarked after the due date - disallow all claims postmarked after the due date except the specific exceptions listed above. Missing documentation - if the taxpayer does not provide proper documentation (for example, court documents, divorce decree/separate maintenance, proof they did not live together during the last six months), refer to IRM 21.5.3.4.6, No Consideration and Disallowance of Claims and Amended Returns. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Filing 1040NR returns electronically This guide explains what this message means and what you should do next. ⚠️ Before You Begin You will need to review the relevant tax details and instructions referenced in this article. 📊 Step-by-Step Guide If you are a nonresident employee or self-employed person and you receive wages or non-employee compensation subject to U.S. income tax withholding, or if you have an office or place of business in the United States, you generally must paper file Form 1040NR or Form 1040NR-EZ by the 15th day of the 4th month after your tax year ends (for a person filing using a calendar year, this is generally April 15th) with the Internal Revenue Service Center, Philadelphia, PA 19255, U.S.A. ❌ Common Errors If the message does not match your situation, double-check your form inputs and selections. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide shows you what to do after your extension is accepted—how to check the correct box and e-file the non-extension version of your return. 📊 Step-by-Step Guide Step 1: Find the checkbox selector Once the extension filed and accepted, it will be time to file the income tax return. Find the checkbox selector on the Main Information page as pictured below.                                   Step 2: Check Income tax return The image shown above illustrates with the green arrow the box you would typically have checked after filing a 4868/extension. Once the extension has been filed, you simply need to check the top checkbox labeled Income tax return.  Step 3: E-file your return Once checked, e-file the return and you will be e-filing the non-extension version of the tax return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Filing an 4868 extension for 1040 Individual This guide is a reminder on how to file an extension and how to verify that it was created correctly. ⚠️ Before You Begin Good to know: No PINS required. 📊 Step-by-Step Guide Step 1: Mark the correct extension option Use this when you need to choose the right 4868 type based on whether the client owes or is expecting a refund. To file an extension is pretty simple. On the main information sheet, make sure to select which option you need: If they owe money to the IRS, mark 4868 with direct debit. If the client is getting a refund, mark 4868 without direct debit. Step 2: Confirm the 4868 populates in the forms tree Use this to ensure the extension form was generated after you marked 4868. Once you have marked the 4868, it will populate that form in the forms tree. Simply fill that out. Step 3: Complete and e-File like normal Use this to finish the extension and make sure it is included in the e-File process. Once completed, you can go ahead and e-File like normal. Just make sure the 4868 is being used by making sure that box is checked. 🔍 How to Verify the Extension Was Created Verify for the Web Version Use this to confirm the extension appears correctly in the Web Version. To verify that extension was created for the Web Version, simply go under TAX RETURNS and look at the list and make sure it looks like this: Verify for the Install Version (after diagnostics) Use this to confirm the extension is ready to e-File in the Install Version. To verify that extension was able to be created for the Install Version after running diagnostics it will say extension e-File. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Filing an Extension (4868) This article walks you through the extra steps needed to e-file an extension. ⚠️ Before You Begin Have your extension information ready and plan to review the return and 4868 before e-filing. 📊 Step-by-Step Guide Select the correct Self-Select / Practitioner PIN option for the 4868 On the Main Info sheet, move down to the Self-Select and Practitioner PIN section. Under the “What forms are you filing using PINs?” section, select one of these options for the 4868 based on the taxpayer’s situation. Enable the “4868 is being used” checkbox The second step is the checkbox at the top needs to be selected to show it is being used. Review and e-file After this, review the return and 4868 to ensure everything is in order for your taxpayer, then run Diagnostics like normal. Notice the normal E-file button has now changed to an Extension E-file button. The process after this is the same as sending a return normally. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Filing consolidated returns See the IRS instructions to determine how to correctly file a consolidated return for a corporation. According to IRS Notice 2005-88, corporations that cannot e-file business returns due to technology restraints can request a waiver that excludes them from the IRS e-file mandate. 📚 What This Guide Covers How to file a consolidated return - Follow the IRS instructions for corporations. How to request an IRS e-file waiver - Use the IRS guidance referenced below if you cannot e-file due to technology restraints. 📊 Additional Information For more information on how to request a waiver from the IRS, visit: http://www.irs.gov/irb/2005-48_IRB/ar08.html 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains how to file a W-2 when the taxpayer/spouse is using an ITIN (instead of an SSN). ⚠️ Before You Begin You will need: Your client’s W-2 form The Main Information Sheet showing the ITIN number 📊 Step-by-Step Guide Step 1: Locate the ITIN check box on the W-2 As of tax year 2011, the W-2 form includes a check box that should be checked when a return is being filed with an ITIN. The field to the right of the check box is highlighted in red, and the Employee SSN field (Box D) looks to this new field for the ID number. Step 2: Enter the correct ID number in the red field The taxpayer/spouse ID number listed on the Main Information Sheet is an ITIN. Enter the ID number (SSN or ITIN) as it is shown on the actual W-2. You need to manually enter in the red field the ID that is shown on the W-2 form your client received. ❌ Common Errors If you accidentally enter an SSN where an ITIN is required (or miss the red-highlighted field), the return may be rejected—double-check the Main Information Sheet against the W-2. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This article explains what identity-theft victims should do when filing their tax return, including Form 14039. ⚠️ Before You Begin Confirm whether the taxpayer’s primary and/or secondary SSN was misused so you can determine the correct filing approach. 📊 Step-by-Step Guide Step 1: Still plan to file a return Taxpayers who may have been victims of identity theft are still expected to file a return. Step 2: Use the guidance for Form 14039 IRS instructions for Form 14039 state: If you are unable to file your return electronically because the primary and/or secondary SSN was misused, attach this form and documentation to your paper return and submit to the IRS location where you normally file. For more information, see IRS Form 14039: http://www.irs.gov/pub/irs-pdf/f14039.pdf 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Filing returns for taxpayers whose identities were stolen Taxpayers who may have been victims of identity theft are still expected to file a return. Instructions for doing so are listed at IRS.gov and outlined in Form 14039. 📚 What This Guide Covers Filing expectations - Identity theft victims are still expected to file a return. Paper filing instructions - When you cannot file electronically, you may need to attach Form 14039 and documentation. Where to find the form - Link to IRS Form 14039. 📊 Key IRS Instructions The IRS instructions for Form 14039 state: Step 1: If you cannot file electronically, attach Form 14039 If you are unable file your return electronically because the primary and/or secondary SSN was misused, attach this form and documentation to your paper return and submit to the IRS location where you normally file. Step 2: Review Form 14039 for more information For more information, see IRS Form 14039: http://www.irs.gov/pub/irs-pdf/f14039.pdf 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers In this article, you’ll learn how to address: Filing same-sex marriage returns. ⚠️ Before You Begin Before you make changes, make sure you understand what form/year worksheet your client is working in. 📊 Step-by-Step Guide If the state does allow filing these returns, all amendments still need to be paper filed, and we will not accommodate changes to prior-year forms. ❌ Common Errors If the issue isn’t resolved, confirm you’ve linked the correct worksheet relationship. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Filing Status: Head of Household (HH) - Not Claiming as a Dependent in SureFire This guide explains what to enter on the Main Information Sheet when you qualify for Head of Household filing status, but the person is not your dependent. ⚠️ Before You Begin Before you enter information, make sure you understand the difference between: Qualifying person for Head of Household (someone who helps you meet the requirements for HH) Dependent you are claiming as an exemption (someone you are claiming as your dependent) 📊 Step-by-Step Guide Step 1: Enter the non-dependent information Use this when you need to provide a qualifying person for Head of Household, but you are not claiming them as your dependent. Below the filing status 4 (HH) line on the Main Information Sheet, there is a box which asks for the name and SSN of the dependent that you are NOT claiming as an exemption. Enter this information any time that you have a person who qualifies you for the Head of Household filing status but the person is not your dependent. Step 2: If eligible for EIC and/or Dependent Care, enter the child in the dependent section Use this when you qualify for EIC and/or Dependant Care for the child. If you qualify for EIC and/or Dependant Care for this child, list the child's information in the dependent section (line 6C) of the Main Information Sheet. The Dependency Code should be "0""(zero). (Dependent Code 0 means that the person is not being claimed as your dependent.) Make sure that the box for EIC (Earned Income Credit and/or DC (Dependent Care Credit) 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Filing Status HH - Not Claiming as a Dependent This guide shows you how to:Follow the steps below - Filing Status HH - Not Claiming as a Dependent ⚠️ Before You BeginYou will need access to your Sure-Fire tax software and the return you are working on. 📊 Step-by-Step Guide Below the filing status 4 (HH) line on the Main Information Sheet, there is a box which asks for the name and SSN of the dependent that you are NOT claiming as an exemption. Enter this information any time that you have a person who qualifies you for the Head of Household filing status but the person is not your dependent. If you qualify for EIC and/or Dependant Care for this child, list the child's information in the dependent section (line 6C) of the Main Information Sheet. The Dependency Code should be "0"(zero). (Dependent Code 0 means that the person is not being claimed as your dependent.) Make sure that the box for EIC (Earned Income Credit and/or DC (Dependent Care Credit), whichever applies, is marked with an "X". Then go to the Schedule EIC Worksheet and/or Form 2441 and enter any applicable information and questions about the child. ❌ Common ErrorsIf something doesn’t show up or looks incorrect, double-check that you linked the right statement lines and try again. 📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 Filing substitute Forms W-2 This guide explains when you can (and cannot) electronically file tax returns if you use a substitute Form W-2 (Form 4852). ⚠️ Before You Begin Before filing electronically, confirm you have the related IRS forms. 📊 Step-by-Step Guide Step 1: Understand the ERO timing rule Income tax returns may be prepared using a Leave and Earnings Statement or other documentation of income and Federal tax withholding, but the return must not be electronically filed until the Electronic Return Originator (ERO) receives the related Form W-2, W-2G, or 1099-R. Step 2: Use Form 4852 only when needed A Form 4852 may be used only if the taxpayer cannot obtain and provide a correct Form W-2, W-2G, or 1099-R. Complete the form in accordance with existing instructions. These instructions can be accessed by calling TeleTax on 1-800-829-4477 and selecting Topic 154. Step 3: Include the non-standard W-2 indicator If Form 4852 is used, the non-standard W-2 indicator must be included in the electronic record. Step 4: Retain required documents EROs must retain Forms 4852 in the same manner as Forms W-2, W-2G, and 1099-R are required to be retained. Step 5: Follow the no-advertising and filing restrictions EROs must never advertise that returns may be electronically filed prior to the receipt of Forms W-2, W-2G, and 1099-R. EROs are prohibited from electronically filing returns without Forms W-2, W-2G, and 1099-R except as stated above. Step 6: Know the potential consequences Any violation of these rules will result in sanctioning of the ERO as described in Revenue Procedure 2000-31 (published July 31, 2000). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Filling out a Sch. A This guide shows you how to:Follow the steps below - Filling out a Sch. A ⚠️ Before You BeginYou will need access to your Sure-Fire tax software and the return you are working on. 📊 Step-by-Step Guide If your client is going to be itemizing deductions for the tax year, you’re going to need a Sch A. This can be found in all returns by default. On the Sch A, you will find Medical and Dental Expenses, Taxes Paid, Interest Paid, and even Job Expenses. While you can list all of these directly on the form, to go into more detail, it’s recommended to use an A Detail Worksheet. This allows you to go more in-depth regarding each expense, especially if there is more than one for a certain category.                                             ❌ Common ErrorsIf something doesn’t show up or looks incorrect, double-check that you linked the right statement lines and try again. 📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 Filling out a Sch. B This guide shows you how to:Follow the steps below - Filling out a Sch. B ⚠️ Before You BeginYou will need access to your Sure-Fire tax software and the return you are working on. 📊 Step-by-Step Guide Need to enter Interests and Ordinary Dividends? Not a problem, just link a Sch B to line 9a of the 1040. Directly on the schedule, you can see the locations of entering interest, and if you scroll down a bit, dividends too. If you need more lines for either of the two listed above, you can link statement sheets to both sections for more spaces. Just click on one of the lines under the section you need it for and select Link, from here select the statement and add it to the return. Each statement allows you to enter the information directly from either a 1099-INT or DIV respectively.                                         ❌ Common ErrorsIf something doesn’t show up or looks incorrect, double-check that you linked the right statement lines and try again. 📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 Filling out a Sch. C This guide shows you how to:Follow the steps below - Filling out a Sch. C ⚠️ Before You BeginYou will need access to your Sure-Fire tax software and the return you are working on. 📊 Step-by-Step Guide Adding a Sch. C to the return can be done by selecting Link on line 12 of the 1040 form. Commonly with a Sch. C, the taxpayer may have a 1099 MISC form to report Non-employee Compensation. This can be done by Linking to 1099 MISC from Line 1 of the Sch. C. You will be able to enter all the information that shows on your taxpayer’s 1099. Below the Income section, you will also notice the options to list expenses that may have occurred with the business, along with Depreciations on line 13. Over on Pg. 2, you will also see locations for Costs of Goods Sold, along with Vehicle Information, and Other Expenses. If needing more line for expenses than what’s provided, just link to the Other Expenses Worksheet to one of the Other Expenses lines.                                           ❌ Common ErrorsIf something doesn’t show up or looks incorrect, double-check that you linked the right statement lines and try again. 📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 Filling out a Sch. D This guide shows you how to:Follow the steps below - Filling out a Sch. D ⚠️ Before You BeginYou will need access to your Sure-Fire tax software and the return you are working on. 📊 Step-by-Step Guide Adding the Sch. D to the return can be done by linking to it via Line 13. On the Schedule, the primary locations listed are for Short-Term and Long-Term transactions. The best way to report Capital Gains and losses, be it shorts or longs, is to use the Capital Gain Worksheet. It can be linked to through the Total line under either section. This allows you to list out the information from 1099-B forms in detail, and also ensures that the program can allocate each transaction to the correct 8949. For more information regarding the Capital Gain Worksheet and 8949’s, see our Solution Center article here: (Add a link to Capital Gain article)                                           ❌ Common ErrorsIf something doesn’t show up or looks incorrect, double-check that you linked the right statement lines and try again. 📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 Filling out a W-2 This guide shows you how to:Follow the steps below - Filling out a W-2 ⚠️ Before You BeginYou will need access to your Sure-Fire tax software and the return you are working on. 📊 Step-by-Step Guide Arguably one of the most common forms on a return, the W2, can be added with ease. Head to the first page of the 1040 and select line 7. Right-click the field and select the link option. Then from the list, select the W2 and OK to add it. On the form itself, you can dictate if it’s for the taxpayer or for the spouse, along with if the address needs to be adjusted from what is on the return itself. From there, you will input the information from the boxes on the W2 you received from your client. Notice below there is also a location for state information if that is needed. Once the W2 is complete, you will see the amount from box 1 appear on line 7.   ❌ Common ErrorsIf something doesn’t show up or looks incorrect, double-check that you linked the right statement lines and try again. 📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

📚 What This Guide Covers Filling Out Dependent Care (2441) 📊 Step-by-Step Guide When you have determined there are qualifying dependents on a return, the checkbox for Dependent Care or DC can be selected by each of their names on the Main Info Sheet. Now, the 2441 form will need additional information on the left. This will need to be done initially. This is where you will type in how much was paid to the provider. Below in Part 2, we will now list the qualified expenses for each dependent we checked off earlier. While there are only two spots, you can link the 2441 Worksheet 1 to the total line, the program will pull in the correct amount depending on what is selected in the Main Info Sheet. You can also use this same form to list more than two providers if need be. After filing in the rest of the expenses and heading back to the first page, the program will automatically calculate the rest as it is pulling in the earned income from the rest of the return. At the end of it all, the amount of the credit will be displayed which will also appear on the second page of the 1040. Child Dependent Care Services is a tax DEDUCTION, not a tax credit  1040 pg 2 line 11 shows taxable income 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 First Time Home Buyer Credit in SureFire - General Information This article provides general information about the first time home buyer credit in SureFire, including what to expect as you near the end of your payments and where to find the IRS tool to determine what must be reported on your return. ⚠️ Before You Begin You may notice that the amount you report later is not always the same exact amount you used monthly previously (for example, $500). 📊 Step-by-Step Guide Step 1: Expect your payment amount to change near the end Use this when you need to understand why the amount may differ from what you paid monthly before. As the borrower reaches the end of their payments, it may not be the same exact amount used monthly previously (ex: $500). Step 2: Use the IRS tool to confirm what must be reported Use this when you need to determine the remaining home buyer payments required for your return. Please use the IRS tool below to determine the home buyer payments left/required to be reported on return.   https://sa.www4.irs.gov/irfof-fthb/notice 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Five ACH Debit Forms are permitted Five ACH Debit Forms are permitted: One to pay the income tax due Four to pay estimated tax payments (one per quarter) ⚠️ Before You Begin Make sure you are on the correct ACH/debit form before selecting the type at the top. 📊 Step-by-Step Guide Step 1: Choose the ACH/Debit Type Select the type of ACH/debit at the top of the form. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 FL RT-6 To solve this problem, you need to change the period ending date on the Filing Options (FL RT-6/RT-6A) worksheet for FL form RT-6, RT6A. The due date will then adjust itself automatically. You can access this worksheet by clicking the Filing Options tab on the Pages and Worksheets bar at the bottom of FL form FL RT-6, RT6A. 📊 Step-by-Step Guide Step 1: Open the Filing Options worksheet Use this when you need to access the setting that controls the due date. Click the Filing Options tab on the Pages and Worksheets bar at the bottom of FL form FL RT-6, RT6A. Step 2: Change the period ending date Use this when you need the due date to update automatically. On the Filing Options (FL RT-6/RT-6A) worksheet for FL form RT-6, RT6A, change the period ending date. Step 3: Confirm the due date updates Use this to verify the fix worked. The due date will adjust itself automatically after you update the period ending date. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 For New York electronic filing, local withholding on the W-2 must be labeled as "NYC" for New York City For New York electronic filing, local withholding on the W-2 must be labeled as "NYC" for New York City. 📝 Note ""Yonkers"" for Yonkers 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Foreign Earned Income exclusion This guide explains how to handle foreign earned income on your tax return and when to complete Form 2555. ⚠️ Before You Begin Before you start, make sure the income you earned in the foreign country is ready to enter on the appropriate line of your tax return. 📊 Step-by-Step Guide Step 1: Enter your foreign earned income on your tax return The income that was earned in the foreign country should first be entered on the appropriate line of the tax return. Step 2: Complete Form 2555 Then, complete Form 2555. Step 3: Know your electronic filing options Form 2555 can be electronically filed. 📝 Notes If Form 2555 is included in the return, the taxpayer cannot qualify for Earned Income Credit (EIC). For electronic filing purposes, a tax return can contain only 1 copy of Form 2555 per taxpayer. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1040 Income: Page 1 This guide explains what income you generally must report and where to enter it on Form 1040, page 1. ⚠️ Before You Begin Before entering income on Form 1040, page 1, make sure you have the information needed to identify the type of income (for example, W-2 amounts and related codes). 📊 Step-by-Step Guide Step 1: Know what income to report Use this when you need to... Income - Generally, you must report all income except income that is exempt from tax by law. Step 2: Enter income on Form 1040, page 1, line 1 Use this when you need to... Enter on Form 1040, page 1, line 1, Wages, Salaries, Tips, Scholarships, Fellowships, Adoption, Excess Elective deferral, Medicaid Waiver payments, Dependent Care Benefits, Household Employee, etc. Refer to IRS Instructions for Form 1040 page 24   Step 3: Review common W-2 codes Use this when you need to... W2 Codes: AB - Adoption benefits from Form 8839 FB - Fringe benefits DCB - Dependent care benefits from Form 2441 SNE Exclusion for adopting a special needs child from Form 8839 SSHIP - Taxable scholarship income   📝 Additional Information Have additional income, such as business or farm income or loss, unemployment compensation, prize or award money, or gambling winnings - Schedule 1, Part I Have any deductions to claim, such as student loan interest, self-employment tax, or educator expenses. - Schedule 1, Part II Owe alternative minimum tax (AMT) or need to make an excess advance premium tax credit repayment - Schedule 2, Part I Owe other taxes, such as self-employment tax, household employment taxes, additional tax on IRAs or other qualified retirement plans and tax-favored accounts - Schedule 2, Part II Can claim a nonrefundable credit (other than the nonrefundable child tax credit or the credit for other dependents), such as the foreign tax credit, education credits, or general business credit. - Schedule 3, Part I Can claim a refundable credit (other than the earned income credit, American opportunity credit, refundable child tax credit, additional child tax credit, or recovery rebate credit), such as the net premium tax credit, health coverage tax credit, or qualified sick and family leave credits from Schedule H or Schedule SE. Have other payments, such as an amount paid with a request for an extension to file or excess social security tax withheld. - Schedule 3, Part II 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1040 Wkst 9 Withholding Information (SS Railroad Tier 1) This guide explains how SureFire handles Form 1040 Wkst 9 information for withholding from Social Security Railroad Tier 1 benefits. ⚠️ Before You Begin Be aware of the following behavior: Withholding information for SS Railroad Tier 1 benefits will not populate from the 1099-R. When using SureFire, the related information leaves it blank. SureFire will automatically enter all zeroes in the EIN field for the social security items. 📊 What You Need to Do Step 1: Review the EIN and payer name fields Use this when you need to confirm SureFire’s automatic EIN entry and clear the diagnostic. SureFire will automatically enter all zeroes in the EIN field for the social security items. You will still need to enter the payer name to clear the diagnostic. Step 2: Clear the diagnostic by entering the payer name Use this when you see a diagnostic that requires additional information. Users or preparers will still need to enter the payer name to clear the diagnostic. ❌ Troubleshooting Note If the SS Railroad Tier 1 withholding information is blank, this is expected behavior because it will not populate from the 1099-R in SureFire. Enter the payer name to clear the diagnostic. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1040-Individual This guide explains how to link 1099-MISC amounts so they carry to the correct place on Schedule C (1040) and how to fix common carryover issues. ⚠️ Before You Begin Make sure you know where your 1099-MISC amount should flow: Schedule C (1040) or Schedule CEZ (for the carry to Schedule C) Schedule SE (1040) (for Self-Employment tax when applicable) Sch 1 line 8 (what happens if you do not link properly) 📊 Step-by-Step Guide Step 1: Link 1099-MISC to the correct parent form You must link from the correct entry so the software knows where the amount belongs. You must link from Schedule C, line 1, or Schedule CEZ, line 1, Gross receipts or sales, to have the amount from box 7 of the 1099-MISC input sheet carry to Schedule C (1040). Step 2: Understand how non-employee compensation affects Self-Employment tax Non-employee compensation is treated as self-employment for tax purposes. Non-employee compensation, considered self-employment for tax purposes, may be offset by expenses when calculating the net amount, which is subject to Self-Employment tax on Schedule SE (1040). Step 3: Know what happens if you do not link properly If the parent form link is missing, the amount will carry to the wrong schedule line. If you do not link from line 1 of Schedule C (1040) or any other form, such as Schedule E (1040), the 1099-MISC does not know this is the parent form and will carry the amount to Sch 1 line 8. Step 4: Correct the issue by re-adding the 1099-MISC Deleting and re-adding the form ensures the amounts are entered after linking from the proper entry. To correct this problem, delete the 1099-MISC form, then re-add it and enter the amounts after linking from the proper entry. ✅ Success! When you link from the correct entry (Schedule C line 1 or Schedule CEZ line 1), the box 7 amount from 1099-MISC will carry to Schedule C (1040) as intended. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1040-Individual-ES missing due date This IRS-approved form DOES NOT require a due date, per IRS specifications. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1040-Individual: Line 19 amount incorrect using SureFire This article explains why the amount of the Child Tax Credit on Form 1040, Line 19 may be incorrect in SureFire, and what limits the credit amount. ⚠️ Before You Begin Review the following IRS rules that affect what can be entered on Form 1040, Line 19. 📊 Key Information The amount of the Child Tax Credit on line 19 is limited by the amount of tax owed, shown on line 16. As the Child Tax Credit is not refundable, when the amount on line 16 is zero, there is no credit to be entered on line 19. Certain clients may qualify to receive the difference in the form of the Additional Child Tax Credit, which is calculated on Form 8812. For more information, see IRS Publication 972: http://www.irs.gov/pub/irs-pdf/p972.pdf. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1040-Individual: Line 4b does not show amount from 1099-R in SureFire This article explains why your Form 1040, Line 4a may not populate automatically and how to enter the correct taxable amount so that Form 1040, Line 4b shows the total taxable amount. ⚠️ Before You Begin Have your Form 1099-R available, especially: Line 2a (taxable amount) 📊 Step-by-Step Guide Step 1: Understand the issue Use this when you need to... Line 4a of Form 1040 is not automatically populated, in accordance with the instructions in IRS Publication 575. Step 2: Enter the taxable amount for Line 4b Use this when you need to show the total taxable amount on line 4b. To show the total taxable amount on line 4b: Go to Form 1099R, line 2a and enter the taxable amount. Go to line 7 and select the appropriate Distribution code in the drop-box. Then select the check-box for IRA/SEP SIMPLE. ✅ Resolution Complete After entering the taxable amount from Form 1099-R, line 2a and selecting the correct Distribution code and IRA/SEP SIMPLE option, your Form 1040, Line 4b should reflect the correct total taxable amount. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1040-Individual: Line 4b or 5b not showing Rollover text This article explains why the “Rollover” text may not appear next to line 4b or 5b on Form 1040. ⚠️ Before You Begin Before troubleshooting, confirm whether the distribution was rolled over and whether there is a taxable amount reported. 📌 Resolution Use this when you need to understand why the Rollover text is not appearing. Step 1: Check whether the taxable amount was rolled over According to IRS regulations, the text Rollover should only show next to line 4b or 5b of Form 1040 if the taxable amount of the distribution has been rolled over. Step 2: Review Form 1099-R code G with a distribution that has no taxable amount In addition, if you enter code G (direct rollover and rollover contribution) on Form 1099-R for a distribution with no taxable amount, Rollover will also not show since the IRS already knows this amount has been rolled over. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1040-Individual: Meaning of line 7 abbreviations This article explains what the abbreviations on Form 1040 line 7 mean in SureFire. ⚠️ Before You Begin If the client has taxable scholarship income and/or household employee income not reported on Form W-2, enter it on 1040 Worksheet 1. 📊 How SureFire Selects the Line 7 Check Boxes SureFire selects the applicable check boxes on this line if any of the following apply: AB (Adoption Benefits) - Line 7 includes taxable employer-provided adoption benefits from Form 8839, page 2, line 31. FB (Fringe Benefits) - Fringe benefits [SureFire does not calculate this check box] DCB (Dependent Care Benefits) - Line 7 includes taxable employer-provided dependent care benefits from Form 2441. SNE (Special Needs (from an adoption)) - Line 7 has been reduced by the amount of the exclusion for adopting a special needs child from Form 8839, page 2, line 31. SSHIP (Scholarship income) - Line 7 includes taxable scholarships not on Form W-2. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1040: Deceased dependent without SSN prevents e-file This guide explains what this message means and what you should do next. ⚠️ Before You Begin You will need to review the relevant tax details and instructions referenced in this article. 📊 Step-by-Step Guide According to the Form 1040 instructions:   If your dependent child was born and died in [this tax year] and you do not have an SSN for the child, enter "Died" in column (2) and include a copy of the child's birth certificate, death certificate, or hospital records. The document must show the child was born alive. ❌ Common Errors If the message does not match your situation, double-check your form inputs and selections. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1040: Disability pension not carried to line 7 This guide helps you report disability income correctly on Form 1040. ⚠️ Before You Begin Check the taxpayer’s retirement/disability facts and review the relevant boxes on Form 1099-R. 📊 Step-by-Step Guide Step 1: Verify disability income reporting Make sure the disability income is treated as earned income on Form 1040. If the taxpayer is under the minimum retirement age, and retired on disability, disability income must be reported as earned income on line 7 of Form 1040. On Form 1099-R, below box 7, the Check if disability and the taxpayer is disabled check box must be marked in order to be considered earned income and be carried to line 7 of Form 1040. You should not mark this check box if the distribution is from an IRA or if the taxpayer is not under minimum retirement age. See the IRS instructions for Form 1040 for more information. ❌ Common Errors If line 7 is missing disability income, confirm whether the Form 1099-R disability box is marked correctly and that the taxpayer meets the minimum age rule. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1040: Entering exempt interest dividends This guide shows you where to enter Exempt Interest Dividends on Schedule B for your Form 1040. ⚠️ Before You Begin Use Schedule B line 5a to enter exempt interest dividends. 📊 Step-by-Step Guide Step 1: Go to Schedule B Open Schedule B and go to line 5a. Step 2: Link the line to the Additional Dividend Statement Link Schedule B line 5a to the Additional Dividend Statement (press F9). Step 3: Enter Exempt Interest Dividends Exempt Interest Dividends should be entered in the last column. Step 4: Avoid mixing dividend types The first column (Ordinary Dividends) should NOT include the Exempt Interest. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1040: Figuring the Penalty This guide explains what this message means and what you should do next. ⚠️ Before You Begin You will need to review the relevant tax details and instructions referenced in this article. 📊 Step-by-Step Guide 🔍 Form 1040: Figuring the Penalty This guide shows you how to figure the penalty using Form 2210. 📊 Step-by-Step Guide ⚠️ Before You Begin You will need your tax return information and the IRS instructions for Form 2210. 🔍 Form 1040: Figurig the Pealty This article explais how to figure the pealty usig Form 2210. ⚠️ Before You Begi You will eed your tax retur iformatio ad the IRS istructios for Form 2210. 📊 Step-by-Step Guide $\Figurig the Pealty &bsp; If the Exceptio just described does ot apply ad you choose to figure the pealty yourself, use Form 2210 (or 2210-F for farmers ad fisherme). Eter ay pealty o lie 77. Add the pealty to ay tax due ad eter the total o lie 76. However, if you have a overpaymet o lie 73, subtract the pealty from the amout you would otherwise eter o lie 74a or lie 75. Lies 74a, 75, ad 77 must equal lie 73. If the pealty is more tha the overpaymet o lie 73, eter -0- o lies 74a ad 75. The subtract lie 73 from lie 77 ad eter the result o lie 76. Do ot file Form 2210 with your retur uless Form 2210 idicates that you must do so. Istead, keep it for your records. Tip: Because Form 2210 is complicated, you ca leave lie 77 blak ad the IRS will figure the pealty ad sed you a bill. We will ot charge you iterest o the pealty if you pay by the date specified o the bill. If your icome varied durig the year, the aualized icome istallmet method may reduce the amout of your pealty. But you must file Form 2210 because the IRS caot figure your pealty uder this method. See the Istructios for Form 2210 for other situatios i which you may be able to lower your pealty by filig Form 2210. &bsp; ❌ Commo Errors If your pealty calculatios do ot match the IRS istructios, double-check the lie umbers ad that you etered ay overpaymet correctly. 📞 Still Need Help? If you are havig trouble, cotact our support team: Phoe: 1-800-516-9442 Or submit a support ticket ❌ Common Errors If the message does not match your situation, double-check your form inputs and selections. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This guide explains why the Child Tax Credit amount on Form 1040 Line 51 may be limited. ⚠️ Before You Begin Review your Form 1040 totals for Line 44 and Line 51 before entering the Child Tax Credit amount. 📊 Step-by-Step Guide Step 1: Check Line 44 (tax owed) The amount of Child Tax Credit on Line 51 is limited by the amount of tax owed, shown on Line 44. Step 2: Know when Line 51 is $0 Because the Child Tax Credit is not refundable, when the amount on Line 44 is zero, there is no credit to be entered on Line 51. Step 3: If you qualify for the Additional Child Tax Credit Certain clients may qualify to receive the difference through the Additional Child Tax Credit, which is calculated on Form 8812. Step 4: Confirm the information applies to your tax year This information is applicable to all years. Please refer to the IRS website for more information. ❌ Common Errors Entering a Child Tax Credit amount on Line 51 when Line 44 is $0. Since the credit is not refundable, Line 51 should be $0 in that case. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1040: Pg 2, line 51 not flowing to pg 1, Part I, line 1 of Form 8812 This guide explains what this message means and what you should do next. ⚠️ Before You Begin You will need to review the relevant tax details and instructions referenced in this article. 📊 Step-by-Step Guide According to Part 2, line 13 of the Line 51 (Form 1040) - Child Tax Credit worksheet for Form 1040, your clients may be able to take the Additional Child Tax Credit on page 2, line 65a of Form 1040, or page 2, line 42 of Form 1040A, only if they answer Yes to the question on Part 2, line 13 of this worksheet. If they answered No, they do not qualify to take the additional credit. ❌ Common Errors If the message does not match your situation, double-check your form inputs and selections. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1040: Recovery Rebate Credit Worksheet 8 - How does the Recovery Rebate Credit work? Every tax payer based on their filing status and number of dependents will receive a rebate credit. This guide explains how Worksheet 8 works in SureFire and how economic impact payments affect the final refund. ⚠️ Before You Begin You may see Worksheet 8 in your software before you add wages and other return information. 📊 How the Recovery Rebate Credit Works (Worksheet 8) Step 1: Understand the initial refund shown by Worksheet 8 Use this when you need to see what your return is estimating before you enter wages, dependents, and other details. For this reason you will notice in your software that there is a worksheet 8 and before you even add the wages etc to the return, it will show a refund equally to the amount of the applicable rebate credit for taxpayer and dependents. Step 2: Know how economic impact payments reduce the credit Use this when you need to understand why the refund amount changes after entering stimulus information. This credit is reduced by any economic impact payments the taxpayer and dependents received. If the taxpayers and dependents already received stimulus checks EP 1 and stimulus checks EP 2, you will notice that as soon as you enter this information the refund will decrease. If they did not get the EP1 and or EP 2, it will be included in their refund. Step 3: Review Worksheet 8 and override when needed Use this when your taxpayer situation is different from what the worksheet auto-calculates. Worksheet 8 will not auto calculate for every different taxpayer situation, therefore, you can override the lines based on the situation for your taxpayers to determine whether or not they should get a recovery rebate. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1040: Page 1 This article provides step-by-step instructions for entering the required information that will flow into Form 1040 (Page 1). ⚠️ Before You Begin You will need: Access to your Form 1099-R in the software 📊 Step-by-Step Guide Step 1: Enter required information on Form 1099-R Use this when you need to enter the required information on Form 1099-R so it can be used for Form 1040 (Page 1). On the Form 1099-R: Exclusion Worksheet (scroll down on the Form 1099-R to see the exclusion worksheet), go to line 5, and check the correct box for "Check to send the taxable amount to Form 8915-e 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is Form 1040A qualifications? Form 1040A can be filed if all six of the following apply. Use this guide to quickly check whether you qualify. ⚠️ Before You Begin Form 1040A can be filed if all six of the following apply: 📊 Form 1040A Qualification Checklist Step 1: Confirm your income sources The taxpayer only has income from the following sources: Wages, salaries, tips. Interest and ordinary dividends. Capital gain distributions. Taxable scholarship and fellowship grants. Pensions, annuities, and IRAs. Unemployment compensation. Taxable social security and railroad retirement benefits. Alaska Permanent Funds dividends. Step 2: Confirm your adjustments to income The only adjustments to income the taxpayer can claim are: Educator expenses. IRA deduction. Student loan interest deduction. Tuition and fees deduction. Step 3: Confirm whether you itemize deductions The taxpayer does not itemize deductions. Step 4: Confirm your taxable income limit The taxpayer's taxable income (line 27) is less than $100,000. Step 5: Confirm your allowable tax credits The only tax credits the taxpayer can claim are: Credit for child and dependent care expenses. Credit for the elderly or the disabled. Education credits. Retirement savings contribution credit. Child tax credit. Earned income credit. Additional child tax credit. Step 6: Check the alternative minimum tax (AMT) restriction The taxpayer did not have an alternative minimum tax adjustment on stock they acquired from the exercise of an incentive stock option (See Publication 525). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1040EZ qualifications This article explains the requirements for using Form 1040EZ, plus what to do if you do not meet them. ⚠️ Requirements for Using Form 1040EZ Requirements for using Form 1040EZ: Filing status is single or married filing jointly. Taxpayer and spouse are both under age 65 and not blind at the end of 2013. No dependents. Taxable income (line 6) is less than $100,000. Taxpayer is not claiming any adjustments to income. The only tax credit claimed is the earned income credit. Income is from wages, salaries, tips, taxable scholarship or fellowship grants, unemployment compensation, or Alaska Permanent Fund dividends, and taxable interest is not over $1500. 📊 Step-by-Step Guide Step 1: Enter your information on supporting forms You should enter information initially on supporting forms such as W-2, K-1, 1099-R, 1040 Wkt 1, 1040 Wkt 2, Schedule B, etc. Step 2: Check whether your return can be filed on Form 1040A or 1040EZ When all data is entered, look at the top of the Main Info to see if the return can be filed on Form 1040A or 1040EZ. If so indicated, select the check box for the appropriate form. See IRS instructions for more information. Step 3: If you do not meet all requirements, use the correct form If a person does not meet all of the requirements, he or she must use Form 1040A or 1040. Step 4: Review special rules (Nonresident alien) Nonresident alien. If the taxpayer was a nonresident alien at any time in 2015, his or her filing status must be married filing jointly to use Form 1040EZ. If the taxpayer's filing status is not married filing jointly, he or she may have to use Form 1040NR or 1040NREZ. Step 5: Make sure amounts transfer correctly Information entered directly on Form 1040, such as interest under $1,500 or unemployment, does not transfer to Form 1040A or 1040EZ. To ensure that these amounts are included in the return, enter interest income on Schedule B and unemployment income on 1099-G. ❌ Important Notes If a person does not meet all of the requirements, he or she must use Form 1040A or 1040. Information entered directly on Form 1040 (such as interest under $1,500 or unemployment) does not transfer to Form 1040A or 1040EZ. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers In this article, you’ll learn how to address: Form 1040X - Amended Individual Income Tax Return. ⚠️ Before You Begin Before you make changes, make sure you understand what form/year worksheet your client is working in. 📊 Step-by-Step Guide Read ALL of these instructions before proceeding with this form. Use this form to correct Forms 1040, 1040A, 1040EZ, 1040NR, or 1040NR-EZ. If you need to prepare an amended return for a previous year, you must use the SureFire program for that year. A person must file a separate Form 1040X for each year he or she is amending. If the person is changing the federal return, he or she may also have to change the state return. It often takes 2 to 3 months to process Form 1040X. You must mail Form 1040X to the IRS. It cannot be filed electronically. Form 1040X must be filed only after the taxpayer has filed the original return. Generally, for a credit or refund, Form 1040X must be filed within 3 years after the date the original return was filed or within 2 years after the date the tax was paid, whichever is later. A Form 1040X based on a net operating loss carryback or a general business credit carryback generally must be filed within 3 years after the due date of the return for the tax year of the net operating loss or unused credit. Making changes to an existing return: Open the return in SureFire. Select 1040X from the forms list. Click Yes. SureFire opens Form 1040X.  Before changing the return, you should print a copy of the original return for your records if you have not done so already. Before making any changes to the federal or state return, do the following: Open Form 1040X and select the checkbox located above line 1 to override the original refund or balance due. When you select the checkbox, Sure-Fire overrides certain fields on this form containing information from the original federal return so that they will not change. If you are also amending the state return and the state has a similar amend form, you must select a similar checkbox on the state amend form. Making the changes Next, make the necessary changes to the federal return. If you need to change the filing status or dependent information, do so on the Main Information Sheet. Add, remove, or change forms from the return as needed. Sure-Fire calculates the revised information to Form 1040X and the state amend form. Make changes directly on state forms only if necessary.   Finishing Form 1040X Print Form 1040X and the state amend form and mail them to the IRS and state. Amended returns cannot be electronically filed.   Income and Deductions Select the checkbox on line 1, if a net operating carryback is included in the amended return. Tax Liability Select the checkbox on line 7, if a general business credit carryback is included in the amended return. Payments Enter the amount of additional tax paid after the original return was filed below line 15. Refund or Amount You Owe Sure-Fire calculates the amount the client owes with Form 1040X, or the refund, whichever applies. If the client is getting a refund and wants to apply all or part of it to next year's estimated tax, enter the amount to be applied on line 22.   Part I: Exemptions Before making any changes to the return you should have selected the checkbox located at the top of Form 1040X, page 1 to override the original refund or balance due. If the number of exemptions or dependents do not change on the amended return, this section will not be completed. All of the information on this page, except the date, is calculated from within the return.   Part II: Presidential Election Campaign Fund A taxpayer and/or spouse may use Form 1040X to have $3 go to the fund if he or she did not do so on the original return. This must be done within 20-1/2 months after the original due date for filing the return. A previous designation of $3 to the fund cannot be changed.   Part III: Explanation of changes Enter the line number for each item you are changing and give the reason for each change. Text does not wrap from one line to the next; each line is a separate text block. Attach ONLY the supporting forms and schedules for the items changed.   ❌ Common Errors If the issue isn’t resolved, confirm you’ve linked the correct worksheet relationship. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1041 - K-1 Distribution Worksheet The Distribution Worksheet in Sure-Fire is used to specify amounts that should carry to Schedule K-1. This worksheet can be obtained either directly from the Forms List, or by linking from the Printed column of Sch K-1. ⚠️ When to Use This Worksheet Use this worksheet when estate/trust distributions are based on a percentage going to each beneficiary. After filling out the worksheet, fill out a K-1 for each beneficiary, entering the appropriate percentage for each. Sure-Fire calculates the amounts to be distributed based on the percentage entered. 📊 How to Proceed Step 1: Distributions Based on Percentages If estate/trust distributions are based on a percentage going to each beneficiary, use this worksheet. After filling out the worksheet, fill out a K-1 for each beneficiary, entering the appropriate percentage for each. Sure-Fire calculates the amounts to be distributed based on the percentage entered. Step 2: Distributions Not Based on Percentages If distributions are not based on percentages, go directly to Sch K-1. Step 3: Percentages With Item Adjustments If distributions are based on percentages, except for adjustments needed on some items, fill out the Distribution Worksheet first, then go to Sch K-1, enter the percentage and make the adjustments. ✅ Helpful Note A worksheet is available at the top of the form if some deductions are directly attributable to a specific income category. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1041 Decedents Estate loss not flowing to Schedule K-1 This can occur when the estate is not yet closed. ❌ Why the loss may not flow to Schedule K-1 If the Decedent's Estate is not yet closed, the capital loss remains with the estate and cannot be passed to a beneficiary while the estate is still open. In the year the estate is terminated, the capital loss passes to the beneficiary on Schedule K-1. 📝 Next step For more assistance, see IRS Form 1041 Instructions. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1041-A Extension (Form 8868) in SureFire How do I prepare Form 8868 for a Form 1041 filer. 📚 What This Guide Covers This guide explains where to find Form 8868 in SureFire. ⚠️ Before You Begin You should know that: Form 8868 is only accessible in the Form 990 package. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1041-Fiduciary - K-1 Distribution Worksheet (SureFire) The Distribution Worksheet in SureFire is used to specify amounts that should carry to Schedule K-1. This worksheet can be obtained either directly from the Forms List, or by linking from the Printed column of Sch K-1. ⚠️ Before You Begin Use this worksheet when estate/trust distributions are based on a percentage going to each beneficiary. 📊 Step-by-Step Guide Step 1: Access the Distribution Worksheet Use this when you need to open the worksheet. Obtain the worksheet directly from the Forms List, or Link to it from the Printed column of Sch K-1. Step 2: Determine whether your distributions are percentage-based Use this to choose the correct workflow. If distributions are not based on percentages, go directly to Sch K-1. If distributions are based on percentages, proceed with the Distribution Worksheet first. Step 3: If distributions are percentage-based, complete the worksheet first Use this when you need SureFire to calculate amounts based on percentages. After filling out the worksheet, fill out a K-1 for each beneficiary. Enter the appropriate percentage for each beneficiary. SureFire calculates the amounts to be distributed based on the percentage entered. Step 4: If distributions are percentage-based with exceptions (adjustments) Use this when some items require special adjustments. If distributions are based on percentages, except for adjustments needed on some items, fill out the Distribution Worksheet first. Then go to Sch K-1, enter the percentage, and make the adjustments. Step 5: Use the worksheet for directly attributable deductions (if applicable) Use this when certain deductions are tied to a specific income category. A worksheet is available at the top of the form if some deductions are directly attributable to a specific income category. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1041: Completing the Beneficiary List This guide shows you how to: Complete the beneficiary list Create additional sheets when needed ⚠️ Before You Begin You will need: Access to SureFire Form 1041 details for your client 📊 Step-by-Step Guide Follow the steps below: Each sheet allows for 17 beneficiaries. Press Shift+F10 to open a new form. Enter 18 in the first No entry of the second copy. If have more than 34 & 160 beneficiaries, press Shift+F10 for a new form. Enter 35 in the first No entry on the third copy. Start the fourth copy with 52, the fifth copy with 69, etc. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains what Form 1045 is used for and key rules around filing. 📊 Step-by-Step Guide Use the notes below to understand what Sure-Fire is referring to in the Form 1045 guidance. Step 1: Know when Form 1045 applies This application is filed to carry back specific amounts (such as NOL and certain credits/contract losses). Step 2: Understand e-file and calculation notes A tax return including Form 1045 cannot be filed electronically. If there is any uncertainty about the interpretation of an entry, Sure-Fire does not calculate it. Step 3: Review the key line/worksheet guidance \nThis guidance includes carryback amounts, waiving the carryback period, timing rules, and specific line explanations (Lines 1b, 1c, 9, 10, 11, 12, 14, 16, 17, 20, 23, 24, and 28).\n\n Details from the original article:   A person can elect to carry an NOL forward only, instead of first carrying it back. A person must file Form 1045 within 1 year after the end of the year in which an NOL, unused credit, a net section 1256 contract loss, or claim of right adjustments arose. Individuals can get a refund by filing Form 1040X, Amended U.S. Individual Income Tax Return, instead of Form 1045. Press Shift+F1 to see the IRS instructions for details. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1045 - Application for Tentative Refund This article explains what Form 1045 is used for, when to file it, and key line items to be aware of. 📚 What This Guide Covers What Form 1045 is filed to carry back (NOL, certain credits, and specific losses) When you use Form 1045 and how it activates worksheets Waiving the carryback period (carry forward instead) When to file and how Form 1040X may be used instead Important line details (Line 1b, Line 1c, Line 9, Line 10, Line 11) 📊 What Form 1045 Is Used For Form 1045 is filed to carry back the following: net operating loss (NOL) unused general business credit can be carried back only one year net section 1256 contracts loss.   🔍 When You Use This Form If you have a net operating loss or unused credits and choose to carry them back to the third preceding year, you will use this form. This form is activated when you fill in the date the current year's tax return was filed. When you fill in this date, Worksheet 1 and, if applicable, Worksheet 2, will activate to see if you have a carryover to the second or first preceding years.   📝 Waiving the Carryback Period A person can elect to carry an NOL forward only, instead of first carrying it back.   ⚠️ Filing Deadline A person must file Form 1045 within 1 year after the end of the year in which an NOL, unused credit, a net section 1256 contract loss, or claim of right adjustments arose.   📝 Form 1040X or Other Amended Return Individuals can get a refund by filing Form 1040X, Amended U.S. Individual Income Tax Return, instead of Form 1045. A person generally must file an amended return no later than 3 years after the due date of the return for the applicable year.   📊 Key Line Items to Know Line 1b If you claim a tentative refund based on the carryback of unused general business credit, enter the amount of said credit.   Line 1c A section 1256 contract is any regulated futures contract, foreign currency contract, nonequity option, dealer equity option, or dealer securities futures contract. See IRS Publication 550 for more information.   Line 9 If an NOL or net section 1256 contracts loss carryback eliminates or reduces a prior year foreign tax credit, you cannot use this form to carry the released foreign tax credits to earlier years. See the IRS instructions for more information.   Line 10 Column (b) calculates from Form 1045 line 1a (which calculates from 1045 Schedule A, line 25). Column (d) and (f) calculate from 1045 Worksheet 1 (Schedule B), line 1, column (b) or (c).   Line 11             📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1065 - Remove State business forms in SureFire This guide shows you how to remove State business forms from the return file for Form 1065. ⚠️ Before You Begin Make sure you are working in the correct Form 1065 return and can access the State/Est worksheet. 📊 Step-by-Step Guide Step 1: Unmark the State business form Use this when you need to remove State business forms from the return file. Go to the State/Est worksheet and unmark the applicable State. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1065 Line 10: Guaranteed payments to partners isn’t populating from Sch K-1 This guide explains how Form 1065 Line 10 is linked in SureFire and what controls the amount that appears on Line 10. ⚠️ Before You Begin Make sure you understand where the Line 10 amount is coming from in the return. 📊 How Line 10 is Populated Use this when you need to confirm what field controls Form 1065 Line 10 in SureFire. Step 1: Know the Line 10 link Form 1065 Line 10 is linked to Form Trial Balance Salaries and wages - Partners Line. The amount entered there will populate on Line 10. Step 2: Enter the amount in the linked field Because Line 10 pulls from the linked Trial Balance Partners Line, enter the guaranteed payments amount in the linked field so it will appear on Line 10. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1065 Schedule L Info Does Not Show In Print in Partners' K1s In print preview or print, the Sch L section on each partners K1s does not show. ⚠️ Before You Begin Check the 1065 return settings on page 2 under Schedule B, Other Information. 📊 Step-by-Step Guide Step 1: Review Schedule B, Other Information on Page 2 Use this when you need to confirm why Schedule L is not printing on partners' K1s. If page 2 of the 1065, under Schedule B, Other Information, line 4d has the first checkbox marked for yes, but the second checkbox underneath in red writing marked "No", then the information from Schedule L will not be added in print to the partners' individual K1s. Step 2: Check the Correct Box to Include Schedule L in Print Use this to ensure Schedule L information appears on each partner’s K1. Have this checkbox checked and the information will be included in print on the partners' K1s. ❌ Troubleshooting Note If the second checkbox underneath in red writing marked "No" is selected, Schedule L information will not be added in print to the partners' individual K1s. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1065: Information not printed on page 5, Sch L, M-1, M-2 This guide explains when certain Form 1065 information will not print and how to enable printing if you want it included anyway. ⚠️ Before You Begin Check whether the question on page 3 (under Schedule B, Other Information, line 6d) is marked: Yes — the information is not required by the IRS. 📊 Step-by-Step Guide Step 1: Confirm whether line 6d is marked Yes Use this when you need to understand why the program is not printing certain information. If page 3 of the 1065, under Schedule B, Other Information, line 6d is marked Yes, this information is not required by the IRS. Step 2: Know what the program does Use this to set expectations about calculations vs. printing. The program still calculates these lines on the return but does not print it. Step 3: Enable printing if you want it included anyway Use this when you want the information printed even if it is not required. If you would like it to be printed even though it is not required, answer Yes to the question on this line in Sure-Fire asking if you want to print it anyway. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1065/1120C/1120S: Information not printed on page 5 This article explains when certain “Other Information” items are marked as not required by the IRS and how SureFire handles printing those items on the return. 📝 Notes If the relevant item is marked “Yes,” the program treats the information as not required by the IRS and will not print it. 📊 What Happens When the IRS Does Not Require the Information Step 1: Check Form 1065 (Schedule B, Other Information, line 6d) Use this when you need to confirm whether the information will print on the return. If page 2 of the 1065, under Schedule B, Other Information, line 6d is marked Yes, this information is not required by the IRS. The program still calculates these lines on the return, but does not print it. Step 2: Check Form 1120S (Schedule B, line 10b) Use this when you need to confirm whether the information will print on the return. Page 2 of the 1120S, under Schedule B line 10b is marked Yes, then this information is not required by the IRS. The program will still calculate these lines on the return but does not print it. Step 3: Check Form 1120C (line 13) Use this when you need to confirm whether the information will print on the return. Page 4 of the 1120C, if line 13 is marked Yes, then this information is not required by the IRS. The program will still calculate these lines on the return but does not print it. 💡 Important Note About Printing NOTE:If you would like it to be printed even though it is not required, in SureFire answer Yes to the question asking "Do you want to complete these items anyway?" If you select 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1099 C: Reporting Debt Cancellation Generally, Form 1099C (Cancelled debt, Box 2) is reported on line 21 of Form 1040. However, there are cases where it must be reported elsewhere, or it does not have to be reported anywhere. For more information on how to report this information (or instructions for Form 1099C), you can go to the IRS website: www.irs.gov 📝 Important Note NOTE: It is important to remember that "Other Income" of the 1040 page 1 line 21 may vary from the year 2018. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1099 on Capital Gain/Loss Transactions Worksheet Use the letters below to indicate how each transaction should be handled on the Capital Gain/Loss Transactions Worksheet. 📝 Enter the Correct Letter for Each Transaction Enter one of the following letters for each transaction: A = For short-term transactions reported on Form 1099-B (or substitute statement) and cost or other basis was reported to the IRS. B = For short-term transactions reported on Form 1099-B (or substitute statement) but cost or other basis was not reported to the IRS. C = For short-term transactions for which boxes A or B do not apply. D = For long-term transactions reported on Form 1099-B (or substitute statement) and cost or other basis reported to the IRS. E = For long-term transactions reported on Form 1099-B (or substitute statement) but cost or other basis was not reported to the IRS. F = Form long-term transactions for which boxes D or Edo not apply. 📊 How These Letters Affect Form 8949 These letters are calculated to various copies of Form 8949 in the return. There will be an 8949 form for each of the letters entered and for each Short term and Long term transactions. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains what to do if you need to enter withholdings that SureFire does not support when working with Form 1099-B. 📊 Step-by-Step Guide Step 1: Enter unsupported withholdings using the link icon If you need to enter withholdings that SureFire doesn't support, use the link icon to add the amount. If you need to enter withholdings that SureFire doesn't support, click the link icon, link in a block, and enter the amount in Notepad. SureFire adds the pad amount to the calculation. Step 2: If you file a different 1040 form, update the actual form Use this when you change which tax form you plan to file. However, if you later decide to file a 1040A or 1040EZ instead of a 1040, you should do the same on the actual form. 📝 Additional Reference For more information, see the instructions on Form 1040 and Schedule D (Form 1040). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Title Here This guide explains when Form 1099-C must be filed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket 📊 Step-by-Step Guide Step 1: Don’t skip filing Form 1099-C Form 1099-C must be filed regardless of whether the debtor is required to report the debt as income.

🔍 Form 1099-C: When to not report debt cancellations According to the IRS instructions for Form 1099-C: ⚠️ Key IRS Guidance Do not file Form 1099-C when fraudulent debt is canceled due to identity theft. Use Form 1099-C only for cancellations of debts for which the debtor actually incurred the underlying debt. ❌ Important Note Form 1099-C must be filed regardless of whether the debtor is required to report the debt as income. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This guide explains how to handle Form 1099-C (Cancellation of debt) information in SureFire. ⚠️ Before You Begin You will be linking the correct worksheet/line in your return so the information carries forward. 📊 Step-by-Step Guide Step 1: Enter 1099-C info on the 1040 where it belongs Use this when you need to add cancellation of debt information to your return. The SureFire program does not have a 1099C. Cancellation of debt income has many factors that contribute to whether or not the income is taxable. Due to this, Form 1099-C for cancellation of debt is not currently in the SureFire system. If you need to enter this information into a return you will enter that information on the 1040 line 21.                                             To do this you will link the 1040 worksheet 7 to line 21 where it says other income. To link the form click on the line and press F9 or right-click and choose link.                                                   Enter in information on 1040 worksheet 7, it will automatically carry over to the 1040 pg 1 line 21. You will notice that there is not a line for 1099-C information, you will need to use one of the description lines (17-30) and enter something along the lines of "1099-C" or "Cancellation of debt."   You can also use form 982 to enter in this information. Whichever applies to the return in question. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1099-R box 5 does not reduce box 2 from being taxable for the non taxable amount This guide explains what to enter for Form 1099-R when box 5 does not reduce box 2 from being taxable for the non-taxable amount. ⚠️ Before You Begin You will need the client’s paper Form 1099-R to reference the amounts in the boxes (especially box 2a and box 5). 📊 Step-by-Step Guide Step 1: Enter the taxable amount basis from box 2a Use this when you need to enter the amount that determines whether the distribution is generally taxable. Enter the amount from box 2a of the client’s paper 1099-R.   This part of the distribution is generally taxable. If box 2a is empty on the paper 1099-R, the payer may not have had all the facts needed to figure the taxable amount. In that case, the Taxable amount not determined box should be checked. Select the same check box in SureFire, if selected on the paper form. Step 2: If the distribution is from a Roth IRA, use Form 8606 instead Use this when the distribution is from a Roth IRA. If this distribution is from a Roth IRA, the payer is not required to figure the taxable amount. Instead, see Form 8606, page 2, part III. Generally, SureFire loads Form 8606 if it is needed, but be sure you have entered all information from the paper 1099-R into the 1099-R in SureFire and you have filled in any applicable fields on the Exclusion Worksheet. Step 3: If eligible, elect the 10-year tax option for certain lump-sum distributions Use this when the distribution is a total, lump-sum distribution from a qualified plan and the taxpayer qualifies for the 10-year option. If this is a total, lump-sum distribution from a qualified plan (other than an IRA or tax-sheltered annuity) and the taxpayer was born before January 2, 1936 (or the taxpayer is the beneficiary of someone born before January 2, 1936), the taxpayer may be eligible for the 10-year tax option. If the taxpayer qualifies and wants to use the 10-year option, select the check box labeled Elect 10 Averaging.   When you select this check box, SureFire loads Form 4972, Tax on Lump-Sum Distributions. Complete that form to figure the tax. For more information, open the IRS instructions for Form 4972 by pressing Shift+F1 on the form. Step 4: Enter box 5 from the paper 1099-R Use this when you need to enter the non-taxable recovery amount shown in box 5. Box 5 - Enter the amount from box 5 of the client’s paper 1099-R. Step 5: Understand what box 5 generally shows (and what it does not) Use this to confirm you are interpreting box 5 correctly. Generally, this box shows the following:   The employee's investment in the contract (after-tax contributions), if any, recovered tax free this year; The part of premiums paid on commercial annuities or insurance contracts recovered tax free; or The nontaxable part of a charitable gift annuity. This box does not show any IRA contributions. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1099R: What would cause distribution from Designated Roth IRA to be taxable when using SureFire? The distribution will be taxable if the taxpayer is below the required age of Required minimum distributions which starts at age 72. ⚠️ Before You Begin   Please see IRS ROTH IRA's Pub 590-B 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1120 This can occur if the return is not a fiscal year or if the beginning or ending dates are for the wrong year. ⚠️ Before You Begin To verify that you have the correct dates, do the following: 📊 Step-by-Step Guide Step 1: Open Form 1120 (Page 1) Use this when you need to locate the date fields on the form. Go to form 1120, page 1. Step 2: Verify the Beginning and Ending Dates Use this to confirm the dates match the correct tax year. Verify the dates at the top of the form in the beginning, and ending fields. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1120 C diagnostic error: The requested payment date of the amount due with form 7004 must be after today's date and on or before the due date of the return when using SureFire This guide explains how to fix the diagnostic error by updating the dates on the 1120 EF info sheet and setting the ACH date correctly. ⚠️ Before You Begin Make sure you are working in the Form 1120 C/1120 EF information area where you can override today’s date and set the ACH payment date for Form 7004. 📊 Step-by-Step Guide Step 1: Override today’s date on the 1120 EF info sheet Use this when you need to correct the diagnostic error related to the requested payment date for Form 7004. Override today’s date on the 1120 EF info sheet to 4/15. Step 2: Set the ACH date for 04/15 Use this to ensure the ACH date matches the required payment date window. Set the ACH date for 04/15. ✅ Success! After updating the 1120 EF info sheet date and setting the ACH date to 04/15, the diagnostic error should be resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1120 is not showing the Net Operating Loss This guide explains where the Net Operating Loss (NOL) amounts should be coming from so they calculate correctly on Form 1120. ⚠️ Before You Begin Make sure you are using the correct NOL carryover inputs from the return’s carryover worksheets. 📊 Step-by-Step Guide Step 1: Confirm the NOL is calculating from Part II Line 9 The amounts should be calculating from Part II Line 9 Carryover from both Carryover Worksheets provided in the return. Step 2: Enter the NOL amount on the Carryover worksheet Enter the NOL amount on Carryover worksheet line D - that will calculate to line 1120, line 29. ❌ Common Errors If Form 1120 is not showing the Net Operating Loss, double-check that the NOL amount was entered on Carryover worksheet line D and that it is pulling from Part II Line 9 Carryover from both Carryover Worksheets. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1120 Vouchers Those who do not use EFTPS must contact the IRS to get a specially printed copy of the form, because it is machine-readable, in accordance with page 4 of the Form 1120 instructions. ⚠️ Before You Begin If you do not use EFTPS, you will need to request a specially printed, machine-readable copy from the IRS. 📊 Step-by-Step Guide Step 1: Contact the IRS for a specially printed form Use this when you need to... Contact the IRS to get a specially printed copy of Form 1120 because it is machine-readable, in accordance with page 4 of the Form 1120 instructions. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1120-C The SureFire software does not support form 1120-C - US Return for Cooperatives Associations. We apologize for the inconvenience. ❌ Important Note SureFire software does not support filing or preparing Form 1120-C. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1120-Corporate This article explains what happens when you use the Trial Balance Worksheet with Form 1120S (including how SureFire handles calculated vs. manual entries) and how to restore or correct entries. ⚠️ Before You Begin Before making changes, it helps to understand how SureFire treats: Calculated (yellow) entries that come from the Trial Balance Worksheet Manual entries you type directly on Form 1120S Estimated (red) entries when manual data conflicts with Trial Balance data 🧩 What Happens When You Open the Trial Balance Worksheet If you open the Trial Balance Worksheet but make no entries, when you return to Form 1120S, all the entries that would be calculated on the Trial Balance Worksheet are changed to calculated (yellow) entries. ❌ How to Restore Calculated Fields to Non-Calculated Delete the Trial Balance Sheet. Close the tax return. Reopen the tax return. Also, if you make some entries directly on Form 1120S and then open the Trial Balance Worksheet, when you reopen Form 1120S your manual entries will be red, like entries that have been marked as Estimates. 🔁 When Manual Data and Trial Balance Data Transfer to the Same Entry When there is manually entered data in an entry AND Trial Balance data transfers to the same entry, SureFire does two things: Overrides Trial Balance data: SureFire allows the manually entered data to override the Trial Balance data. The entry is automatically marked as overridden. Flags the entry as an Estimate: SureFire also flags the entry as an Estimate. The estimated status alerts you that there is a problem with the entry that prevents the form from being checked off as Complete. 🛠️ How to Un-Estimate and Allow Trial Balance Transfer The entry will appear estimated (red background). ✅ Step-by-Step: Fix the Entry Step 1: Un-estimate the entry Press SHIFT+F3 to "un-estimate" the entry. Step 2: Allow Trial Balance data to transfer in Press SHIFT+F8 to allow the Trial Balance data to be transferred in. Step 3: Confirm the entry looks correct The entry should then look like a normal calculated entry (yellow text). Note: The manually entered data will be lost. 💡 Recommended Workflow We recommend that you complete the Trial Balance Worksheet before making income or deduction entries on Form 1120S. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is Form 1120-Corporate/1120S-S Corporation: Schedule M-1? This article explains when corporations must use Schedule M-3 instead of Schedule M-1. ⚠️ Before You Begin According to page 24 of the IRS instructions for Form 1120: Corporations with total assets of $10 million or more on the last day of the tax year must complete Schedule M-3. These corporations must complete Schedule M-3 instead of Schedule M-1. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1120: Capital Gain Losses from Sch D not carried to pg. 1 This guide explains why capital gain losses from Sch D are not carried to page 1 of Form 1120. ⚠️ Before You Begin Losses are handled differently than gains on Form 1120. 📊 What This Means This is by design. This is by design. Losses are not carried to page 1 of Form 1120, only gains. Losses are reported on page 4 of Form 1120, on line 3 of Sch M1. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1120: Page 1 calculation sources This article lists the calculation sources used for specific lines on Form 1120 (Page 1). 📝 Calculation Source References Line 2 - Form 1120, page 2, Schedule A, line 8 Line 4 - Form 1120, page 2, Schedule C, line 19 Line 5 - End of Year Trial Balance as taxable interest Line 8 - Schedule D, line 14 Line 9 - Form 4797, line 17 Line 12 - Form 1120, page 2, Schedule E, line 4 Line 20 - Form 4562, line 22 Line 26 - Other Deductions Statement, Schedule F worksheet Line 31 - Form 1120, page 3, Schedule J, line 11 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1120/1120S/1065 entries are red when using TB sheet If you open the Trial Balance Worksheet and make no entries, then return to Form 1120S, the entries that would be calculated on the Trial Balance Worksheet change to calculated (yellow) entries. This article explains why entries turn red and how to restore calculated behavior when using the TB sheet. ⚠️ Before You Begin These behaviors can happen when you: Open the Trial Balance Worksheet but make no entries, then return to Form 1120S. Make some entries directly on Form 1120S, then open the Trial Balance Worksheet when you reopen Form 1120S. 📊 What’s Happening If you open the Trial Balance Worksheet but make no entries, when you return to Form 1120S, all the entries that would be calculated on the Trial Balance Worksheet are changed to calculated (yellow) entries. To restore the calculated fields to non-calculated, delete the Trail Balance Sheet, and then close the tax return and reopen it. Also, if you make some entries directly on Form 1120S and then open the Trial Balance Worksheet when you reopen Form 1120S your manual entries will be red, like entries that have been marked as Estimates. 🧩 When Manual Data and Trial Balance Data Match When there is manually entered data in an entry AND Trial Balance data transfers to the same entry, Sure-Fire does two things: 1) Manual data overrides Trial Balance data Sure-Fire allows the manually entered data to override the Trial Balance data. The entry is automatically marked as overridden. 2) The entry is flagged as an Estimate Sure-Fire also flags the entry as an Estimate. The estimated status alerts you that there is a problem with the entry that prevents the form from being checked off as Complete. ✅ How to Fix Red (Estimated) Entries The entry will appear estimated (red background). Step 1: Un-estimate the entry Press SHIFT+F3 to "un-estimate" the entry. Step 2: Allow Trial Balance data to transfer Then press SHIFT+F8 to allow the Trial Balance data to be transferred in. Step 3: Confirm the entry looks calculated The entry should then look like a normal calculated entry (yellow text). The manually entered data will be lost. 💡 Recommendation We recommend that you complete the Trial Balance Worksheet before making income or deduction entries on Form 1120S. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1120C According to the IRS instructions 📊 Line-by-Line Notes Step 1: Line 6. Gross Rents Use this when you need to enter the gross rental amount. Enter the gross amount received for the rental of property. Deduct expenses such as repairs, interest, taxes, and depreciation on the proper lines for deductions. A rental activity held by a closely held corporation or a personal service corporation may be subject to the passive activity loss rules. Step 2: Line 16. Rents Use this when you need to report total annual rent or lease expense. If the corporation rented or leased avehicle, enter the total annual rent or leaseexpense paid or incurred during the year. Also, complete Part V of Form 4562. If thecorporation leased a vehicle for a term of30 days or more, the deduction for vehiclelease expense may have to be reduced byan amount includible in income called theinclusion amount. 📝 Source Source:https://www.irs.gov/pub/irs-dft/i1120c--dft.pdf 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1120S - Where do I enter backup withholdings from Form 1099-B in a 1120S return using SureFire 20XX? This guide explains where to enter Federal backup withholdings from Form 1099-B on a Form 1120S return in SureFire 20XX. ⚠️ Before You Begin You should only enter backup withholdings in this location when: The taxpayer is an S-Corporation entity The taxpayer receives a 1099-B with backup withholdings 📊 Step-by-Step Guide Step 1: Enter Federal withholdings on Line 23a Use this when you need to enter backup withholdings from a 1099-B into the 1120S return. Enter the Federal withholdings on Line 23a of 1120S page 1. Step 2: Understand the reporting location (1099-B backup withholdings) Use this to confirm why Line 23a is the correct place. In the case where an S-Corporation entity receives a 1099-B with backup withholdings, there is no other place to report this normally as Federal taxes paid during the year (backup/withholdings/estimated). The tax preparer can however report this amount on 1120S page 1, line 23a only when a taxpayer receives a 1099-B with backup withholdings. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1120S - Where do I enter pass-through income? Pass-through income is entered on the form 1040. ⚠️ Before You Begin You will need the K-1 information from the partnership or S corporation. 📊 Step-by-Step Guide Step 1: Add the K-1 Input sheet Add the K-1 Input sheet. Step 2: Enter the pass-through income Add the income from the partnership or Scorp. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1120S NJ GIT-DEP We do not support this worksheet - we base the calculation from the federal Bonus Depreciation / 179 Worksheet - the total state adjustment in the top section. ⚠️ Before You Begin If you are looking for this specific worksheet, please note that it is not supported in our software. Instead, we calculate the amount using the federal Bonus Depreciation / 179 Worksheet, and we use the total state adjustment in the top section. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1310 Not Activating in Form Tree (Deceased Taxpayer) If you entered the claimant name in the signature box on Form 1310, but the blue check mark is not activating in the form tree, this guide will help you fix the issue. ⚠️ Before You Begin Make sure you are checking the correct place in SureFire: Main Info Taxpayer Information 📊 Step-by-Step Guide Step 1: Enter the Date of Death Use this when you need to activate Form 1310 in the form tree. On Main Info, enter the Date of Death under Taxpayer Information in order for the 1310 to activate. ✅ Success! After entering the Date of Death, the blue check mark should activate on the form tree for Form 1310. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This guide shows you how to enter home office expenses on Form 2106. ⚠️ Before You Begin Make sure you have your business use of home information handy so you can complete the applicable fields. 📊 Step-by-Step Guide Step 1: Open the return Open the return, and go to Schedule A (1040). Step 2: Link to Form 2106 (Business Use of Home) Select line 20, and link that to line 4 of Form 2106 (the entry for the Business Use of Home worksheet). Step 3: Complete the Business Use of Home worksheet Complete all applicable information on the Business Use of Home worksheet. ❌ Common Errors Notes: Make sure if you enter home mortgage interest, real estate taxes, or casualty losses on lines 9-11, you also enter these amounts in full on Sch A. These items are used on Form 2106 only for limitation purposes. Form 2106 is used only for employees. If you are self-employed, you should use Form 8829 for your office-in-home expenses. (This is linked from line 30 of Sch C (1040)). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Title: Form 2106: Entering employee home office expenses This guide shows you how to enter home office expenses on Form 2106. ⚠️ Before You Begin Make sure you are entering employee home office expenses (Form 2106 is for employees). 📊 Step-by-Step Guide Step 1: Open the return and go to Schedule A (1040) Use this when you need to access the correct forms area in your return. Open the return, and go to Schedule A (1040). Step 2: Link to Form 2106 Pg 1 Use this when you need to start the Form 2106 entry. Go to line 8 and link (F9) to Form 2106 Pg 1 - Employee Business Expenses Pg 1. Step 3: Link to the Office in the Home worksheet Use this when you need to enter the business use of home details. Go to line 4 and link (F9) on the F9 business use of home worksheet field and link to the NEW Office Wkt - Employee Office In The Home Worksheet. Step 4: Complete the worksheet information Use this when you are ready to enter your home office expense details. Complete all applicable information on the Expenses for Business Use of Your Home and Employee worksheet. ✅ Success! You have entered the employee home office expenses using Form 2106 and the Office In The Home worksheet. ❌ Notes Make sure if you enter home mortgage interest, real estate taxes, or casualty losses on lines 9-11, you also enter these amounts in full on Sch A. These items are used on Form 2106 only for limitation purposes. Form 2106 is used only for employees. If you are self-employed, you should use Form 8829 for your office-in-home expenses. (This is linked from line 30 of Sch C (1040)). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 2210 not calculating a penalty This guide helps you enter the correct dates in Form 2210 so the penalty calculation works. ⚠️ Before You Begin Use the instructions that match the tax year you are preparing. 📊 Step-by-Step Guide Step 1: For 2003 and later returns Go to Form 2210. At the top of the form, enter the date that the tax was paid or April 15th, whichever is earlier. Mark the appropriate box on lines A-F. After that, Form 2210 will calculate the penalty. Step 2: For 2002 and earlier returns Go to the Federal/State Estimated Tax Paid Worksheet. On the top section, under the due dates, you will see File/Pay. Enter the date that the return is filed or the tax was paid. The 2210 (regular method) will not calculate without this information. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers In this article, you’ll learn how to address: Form 2290: Explanation of columns A and B. ⚠️ Before You Begin Before you make changes, make sure you understand what form/year worksheet your client is working in. 📊 Step-by-Step Guide Mark either Business or Individual at the top of the form. If Individual is marked, make sure to indicate whether it is for the Taxpayer, Spouse, or Joint. Fill in all the applicable lines. Line 2 – Part I - calculates from the bottom of Page 2. On page 2, use column A for vehicles not used for logging, or Canadian or Mexican. Use column B for logging vehicles. If you are making a payment with Form 2290, fill out Form 2290-V, Payment Voucher, at the bottom of page 1. Even if you elect to pay the tax in installments, you must use Form 2290-V for your first installment payment due when you file Form 2290. You must list EVERY vehicle on Schedule 1, page 3.   ❌ Common Errors If the issue isn’t resolved, confirm you’ve linked the correct worksheet relationship. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This article explains how to enter the care provider information for Form 2441. ⚠️ Before You Begin You will enter the information on the correct page based on how the return data is formatted for MeF vs. Legacy e-filing. 📊 Step-by-Step Guide Step 1: Enter the information on page 1 The information must be entered separately on page 1. The information has to be entered separately on page 1 of Form 2441. This is due to a difference in the way the data is formatted for MeF and Legacy e-filing. For Legacy e-filing, the city, state, and ZIP code are stored in one field. For MeF e-filing, these items are stored as three separate fields. ❌ Common Errors If you enter the address data using the wrong field layout for your e-filing type, it may not calculate as expected. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 2441: Care Provider's information not calculated (SureFire 2015) The information has to be entered separately on page 1 of Form 2441. This is due to a difference in the way the data is formatted for MeF and Legacy e-filing. ⚠️ Why This Happens For Legacy e-filing, the city, state, and ZIP code are stored in one field. For MeF e-filing, these items are stored as three separate fields. 📊 Step-by-Step Guide Step 1: Enter the Care Provider information on page 1 Use this when you need to enter the required city, state, and ZIP code fields separately. The information has to be entered separately on page 1 of Form 2441. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 2553: Listing additional shareholders Use this guide to add additional shareholders to Form 2553 by entering the required shareholder details and duplicating the appropriate section in the forms list. ⚠️ Before You Begin You will need the following information for each additional shareholder: Name and address Number of shares held Date acquired SSN (Social Security Number) or EIN (Employer Identification Number) Month and day the shareholder's tax year ends 📊 Step-by-Step Guide Step 1: Enter each additional shareholder’s details Use this when you need to provide the required shareholder information for Form 2553. First, fill in the name and address of each shareholder along with the number of shares held, the date acquired, SSN (Social Security Number) or EIN (Employer Identification Number), and the month and day the shareholder's tax year ends. Step 2: Duplicate the “Part 1 Shareholders” section Use this when you need to add more shareholders than the original section allows. To list additional shareholders, press CTRL+F10 to open the forms list, and then choose Duplicate Part 1 Shareholders (Dup Part 1). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 2555 or 2555 EZ: If you claim the foreign earned income exclusion If you claim the foreign earned income exclusion, you dont qualify for the earned income credit for the year. ❌ Important Tax Credit Limitations Additional child tax credit.You cant take the additional child tax credit if you claim the foreign earned income exclusion. Cannot take additional child tax credit 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is Form 2848? This guide explains how to add Form 2848 in your Surefire Tax Software account. ⚠️ Before You Begin You will need access to your account where you can add forms. 📊 Step-by-Step Guide Step 1: Add the form Use this when you need to add Form 2848 to your return. To add this form, click Add Forms and type "2848". 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

How to Print Checks with 3FUND bankQ: I am with 3FUND bank and I got a bank acknowledgment, but it won’t let me print checks inside the software. How do I print checks?WE RECOMMEND USING GOOGLE CHROME *NOTE - If you don’t know your CLIENT ID, USERNAME, and PASSWORD information you can easily login to http://surefiretaxsoftware.com and go to Get Help > Request Reset Check Printing.  The information will be emailed to you. A: You will need to login to the following website: http://support.taxwise.com and then go to [Check Printing]Next, you want to then you can set up your printer. When you are on that website, you need to setup your printer. You will see something popup stating you might need to install drivers at the very top of the internet explorer if you don’t see any printers listed in the drop down list.Thank you, {email_signature}

🔍 Form 3115 not attaching to 1065 tax return in SureFire - Attach Form 3115 on 1065 tax return Form 3115 will need to be completed in the Miscellaneous package and then mailed to one of the addresses listed in the form 3115 instructions depending on the option you are choosing. https://www.irs.gov/pub/irs-pdf/i3115.pdf ⚠️ Before You Begin Make sure you have the correct option selected for Form 3115, since you will mail it to one of the addresses listed in the form 3115 instructions. 📊 Step-by-Step Guide Step 1: Switch to the Miscellaneous package Use this when you need to complete Form 3115 in SureFire. On the main window of SureFire, select Change Package. Select the Miscellaneous Package, then click OK. Step 2: Start a new return Use this to create the return where you will add Form 3115. Click Start a New Return. Enter the Tax payer SSN to start the return just as with the other packages. Step 3: Add Form 3115 Use this to locate and open Form 3115 inside the return. When the return opens, click Form add form. In the find field, enter 3115 and click Open. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 3800 pg 3 line 1aa not flowing to Form 3800 page 1 (Corporate returns in SureFire 2017) Form 3800, page 3, line 1aa amount is not flowing to page 1 because the calculation should be coming from Form 5884-A, which SureFire does not support. ⚠️ Before You Begin You will need to: Manually complete Form 5884-A Override the corresponding lines on the tax return Paper file the return 📊 Step-by-Step Guide Step 1: Manually complete Form 5884-A Use this when you need to provide the calculation source that SureFire does not support. Complete Form 5884-A manually. Step 2: Override the corresponding lines on the tax return Use this when the Form 3800 amounts are not flowing automatically. After completing Form 5884-A, the tax preparer will need to override the corresponding lines on the tax return. Step 3: Paper file the return Use this when the return must be submitted outside of the normal electronic flow. Paper file the return. ❌ Troubleshooting Note If you still see Form 3800, page 3, line 1aa not flowing to page 1, the root cause remains the same: the calculation should be coming from Form 5884-A, which SureFire does not support. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains what to do when Form 4137 does not show W-2 tips you expect. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket To include amounts from box 7 on Form W-2, you must override the desired section of Form 4137.

📚 What This Guide Covers In this article, you’ll learn how to address: Form 4562: Depreciation not carried to Sch E. ⚠️ Before You Begin Before you make changes, make sure you understand what form/year worksheet your client is working in. 📊 Step-by-Step Guide At the very top of the Depreciation Worksheet, there is an option that says If a rental asset, select parent property. By selecting the first (A), second (B), or third (C) property here, the current year depreciation will carry to the corresponding column on the Schedule E from which you linked. When you are using a Part-Year worksheet, Form 4562 must be linked to the Part-Year worksheet instead of Schedule E. To correct this problem   On the Part-Year worksheet, link from line 20 to add Form 4562 to this worksheet.   Go to the Depreciation worksheet on the toggle tree, and right-click the name of the worksheet.   Select Change Parent form. The cursor will turn to a hand.   Select the form on the toggle tree to which you would like the depreciation to be transferred (this would be the Form 4562 that you added, and which is linked to the Part-Year worksheet).   Repeat step 4 for each depreciation worksheet.   Delete the old copy of Form 4562.   The depreciation will now be carried correctly. Note: If you are attempting to take a Section 179 deduction on an asset used in a rental property, see the IRS instructions for Form 4562. Section 179 property does NOT include property used mainly to furnish lodging or in connection with the furnishing of lodging. This excludes most rental property, so you cannot take a Section 179 deduction if the property is a rental property.   ❌ Common Errors If the issue isn’t resolved, confirm you’ve linked the correct worksheet relationship. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 4797 allows only four sold properties The IRS requests that all other sale information be added together on the fourth line when there are more than four assets sold. ⚠️ Before You Begin You may need to use depreciation worksheets to enter assets that were sold, especially when you have more than four assets. 📊 Step-by-Step Guide Step 1: Use Depreciation Worksheets (Recommended) Use this when you need to enter more than four sold assets. The IRS requests that all other sale information be added together on the fourth line when there are more than four assets sold. You should use depreciation worksheets to enter the assets that were sold. When you use the worksheets, the last line's description should be ALL OTHERS, and the totals from depreciation worksheets that are not listed will be added on this line. All the information is calculated. If you would like a detailed list, the Depreciation Worksheet is printed as a Depreciation Detail Report, rather than as separate worksheets. Step 2: Override the Fourth Line (If You Do Not Use Depreciation Worksheets) Use this when you did not use Depreciation Worksheets. If you do not use Depreciation Worksheets, you need to override the fourth line and manually enter the information as described above. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 4797 sale flowing to Part I instead of Part III (Individual return) This guide addresses a situation where a Form 4797 sale is flowing to the wrong section on an Individual return in SureFire. ⚠️ Before You Begin Review the flow of the properties between Form 4797 sections: Property flowing to 4797, Pg 2, Part III has a gain. Other property flowing to 4797, Pg 1, Part I has a loss. 📊 What’s Happening The property flowing to 4797 pg 2 part 3 has a gain and the other property flowing to pg 1 part 1 has a loss. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This article explains how to enter sale information on Form 4797 when you have more than four assets sold. ⚠️ Before You Begin Gather any depreciation worksheet details for the assets involved. 📊 Step-by-Step Guide Step 1: Add other sale information on the 4th line The IRS requests that all other sale information be added together on the fourth line when there are more than four assets sold. You should use depreciation worksheets to enter the assets that were sold. When you use the worksheets, the last line's description should be ALL OTHERS, and the totals from depreciation worksheets that are not listed will be added on this line. All the information is calculated. If you would like a detailed list, the Depreciation Worksheet is printed as a Depreciation Detail Report, rather than as separate worksheets. If you do not use Depreciation Worksheets, you need to override the fourth line and manually enter the information as described above. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 4868 - Application for Automatic Extension of Time To File U.S. 1040-Individual Income Tax Return To get the extra time, this guide explains what you must do and how SureFire handles key fields on Form 4868. ⚠️ Before You Begin To get the extra time you must: Properly estimate your tax liability using the information available to you, Enter your total tax liability on line 4 of Form 4868, and File Form 4868 by the regular due date of your return. 📊 Step-by-Step Guide Step 1: Check the box to use Form 4868 Use this when you are preparing to file Form 4868 in SureFire. Check here if using this form. If you are using this form, select the check box. Step 2: Choose the correct e-filing option (direct debit vs. no direct debit) Use this to match how you plan to submit payment (if applicable). Check Form 4868 without direct debit or Form 4868 with direct debit on the Main Information Sheet, in the PIN section. Step 3: Confirm name information and where changes must be made Use this to avoid overwriting transferred name data. Name information is transferred from the Main Information Sheet. Any changes to the name must be made on the Main Information Sheet. Do NOT override the name information on this form. If you select Form 4868 with ACH debit on the Main Information Sheet, you must fill in information on the ACH Ext (Direct Debit of Balance Due or Gift Tax) form. Step 4: Understand Part II: Individual Income Tax (Line 4) Use this to ensure the correct estimate is locked in. Part II: Individual Income Tax Line 4 When you select the check box at the top of this form, SureFire overrides this field to lock in the amount so it won't change when you make changes to the return. SureFire calculates this amount from the form you are using in this return: Form 1040, line 37 If you expect this estimate to be zero, enter zero. If you have not completed Forms 1040, 1040A, 1040EZ, 1040NR, or 1040NR-EZ, enter the estimated tax liability. Step 5: Understand Part II: Individual Income Tax (Line 5) Use this to understand how SureFire locks the amount. Line 5 When you select the check box at the top of this form, SureFire overrides this field to lock in the amount so it won't change when you make changes to the return. SureFire calculates this amount from the form you are using in this return: Form 1040, line 33 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 4868 Extension Information According to the IRS instructions for Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return, there are three ways to request an automatic 6-month extension. ⚠️ Before You Begin Make sure you have the information needed to request your automatic 6-month extension using one of the IRS-approved methods below. 📊 Ways to Request an Automatic 6-Month Extension Step 1: File Form 4868 Electronically You can file Form 4868 electronically by accessing IRS e-file using your home computer or by using a tax professional who uses e-file. Step 2: Pay Your Estimated Tax (If Needed) You can pay all or part of your estimate of income tax due using a credit or debit card or by using the Electronic Federal Tax Payment System (EFTPS). Step 3: File a Paper Form 4868 You can file a paper Form 4868 and enclose payment of your estimate of tax due. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 5329 Line 54 - When you enter the amount you request to be exempt This guide explains what happens when you enter the amount on Form 5329, line 54 and how that affects the tax calculation. ⚠️ Before You Begin Make sure you have already completed lines 52 and 53 as instructed, since line 54 depends on the shortfall amounts from those lines. 📊 What Happens on Line 54 If the amount entered on line 54 is deducted from line 52, it will leave the balance on line 54. The tax will be 50% of any remaining amount on line 54 (not the exemption amount). Therefore, if the exemption amount is zero, then the excess tax is the amount on line 54, which is 50% of the total. Please review the IRS instructions as follows: 🧾 Step-by-Step Instructions (IRS) Step 1: Complete lines 52 and 53 Complete lines 52 and 53 as instructed. Step 2: Enter RC and the amount you want waived Enter RC and the amount of the shortfall you want waived in parentheses on the dotted line next to line 54. Subtract this amount from the total shortfall you figured without regard to the waiver, and enter the result on line 54. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 5471 Unavailable in Individual Module Form 5471 is not supported in SureFire. You can complete and print form 5471, then paper file the return with the 5471 included. Here is a link to a pdf of the form on irs.gov: https://www.irs.gov/pub/irs-pdf/f5471.pdf ⚠️ Before You Begin You will need: Access to the IRS PDF for Form 5471 Ability to complete and print the form Ability to paper file your return with Form 5471 included 📊 Step-by-Step Guide Step 1: Download the IRS Form 5471 PDF Use this when you need to get the official form to complete outside of SureFire. Open the IRS PDF here: https://www.irs.gov/pub/irs-pdf/f5471.pdf Step 2: Complete and Print Form 5471 Use this when you need to prepare Form 5471 for filing. Complete the form and print it. Step 3: Paper File Your Return With Form 5471 Included Use this when you need to submit the return using paper filing. Paper file the return, including the printed Form 5471. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 7202 - questions about completing the form. The Families First Coronavirus Response Act (FFCRA), as amended by the COVID-related Tax Relief Act of 2020, is intended to help the United States combat COVID-19 by providing small and midsize employers refundable tax credits that reimburse them, dollar-for-dollar, for the cost of providing paid sick and family leave wages to their employees for leave related to COVID-19. The FFCRA extends to self-employed individuals equivalent refundable tax credits against net income tax. These credits are equivalent to the amount of qualified sick leave wages or qualified family leave wages the self-employed individual could receive under the Emergency Paid Sick Leave Act or the Emergency Family and Medical Leave Expansion Act, two separate provisions of the FFCRA, if the individual were an employee of an employer (other than himself or herself). ⚠️ Before You Begin Important note for tax year 2022: The Credits for Sick Leave and Family Leave for Certain Self-Employed Individuals has not been extended for tax year 2022 and the Form 7202 is not available for 2022 tax returns. 📊 Step-by-Step Guide Step 1: Use Form 7202 to calculate your credit Use this when you need to figure the amount to claim for qualified sick and family leave equivalent credits under the FFCRA. Use Form 7202 to figure the amount to claim for qualified sick and family leave equivalent credits under the FFCRA and attach it to your tax return. Step 2: If filing a joint return, list the spouse’s name on Form 7202 Use this when you are filing a joint return and one spouse has self-employment income. If you are filing a joint return, show the name of the spouse with self-employment income on Form 7202. Step 3: If both spouses are eligible, file separate Forms 7202 Use this when both spouses are eligible self-employed individuals. If both spouses are eligible self-employed individuals, each must file a separate Form 7202. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 8271 obsolete According to the IRS, investors are no longer required to file Form 8271. ❌ Common Errors If you see references to Form 8271, note that it has been eliminated. Taxpayers who would have filed both Forms 8886 and 8271 report the registration number only on Form 8886. 📊 Step-by-Step Guide Step 1: Remove Form 8271 filing requirement Do not plan to file Form 8271 (Investor Reporting of a Tax Shelter Registration Number). Step 2: Report the registration number on Form 8886 Taxpayers that would have filed both forms need to report the registration number only on Form 8886. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This article explains why you may see the error "Donee organization's state..." when creating 1040 e-files. ⚠️ Before You Begin Confirm you entered the donee address correctly on Form 8283. 📊 Step-by-Step Guide Step 1: Identify the cause This can occur when you have entered a foreign donee's address on Form 8283. The IRS does not include addresses for foreign countries in the e-file specifications for this form. You must paper-file this return. ❌ Common Errors If the IRS does not receive the required foreign address details for this form, you must paper-file this return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 8379 This guide will help you verify the correct setting for Form 8379. ⚠️ Before You Begin Make sure you are viewing Form 8379 and can see Part I, Line 9. 📊 Step-by-Step Guide Step 1: Open Form 8379 Use this when you need to locate the form you are working on. Go to Form 8379. Step 2: Verify Part I, Line 9 Check Box Use this when you need to confirm whether the form should continue processing. Verify if the Part I, Line 9 - "No. Stop here. Do not file this form. You are not an injured spouse." check box is selected. Note: This will stop the Form 8379 from checking off in the Forms Tree. If you think that the Form 8379 should be filed 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 8379-Injured Spouse Allocation - Form 8379, Page 2, Line 16 (Dependents Not Flowing) This article explains what the Form 8379 instructions say about page 2, line 16 when the number of dependents is not flowing. ⚠️ Before You Begin Review the Form 8379 instructions for the relevant guidance referenced below. 📊 What the Instructions Say Use this when you need to confirm whether line 16 should be zero. Step 1: Check the Form 8379 Instructions (Page 3) Form 8379 instructions, page 3 state that line 16 should be zero. Step 2: Verify the Line 16 Text "Line 16. Personal exemptions are reduced to zero for tax years beginning after December 31 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 8582: Complete disposition of installment sale not fully taxed This article summarizes key guidance from the instructions for Form 8582 related to a complete disposition of an installment sale that is not fully taxed. ⚠️ Before You Begin Review the following concepts from the Form 8582 instructions before calculating your loss for the current year: Disposition of an Entire Interest Fully taxable transaction Installment method calculation for current-year loss not limited by PAL rules 📚 What This Guide Covers When PAL rules do not limit losses for certain complete dispositions What “fully taxable transaction” means How to calculate the current-year loss when using the installment method 🧾 Disposition of an Entire Interest If you disposed of your entire interest in a passive activity or a former passive activity to an unrelated person in a fully taxable transaction during the tax year, your losses allocable to the activity for the year are not limited by the PAL rules. Step 1: Confirm the transaction meets the “fully taxable” condition A fully taxable transaction is a transaction in which you recognize all realized gain or loss. Step 2: If using the installment method, calculate the current-year loss not limited by PAL rules If you are using the installment method to report this kind of disposition, figure the loss for the current year that is not limited by the PAL rules by multiplying your overall loss (which does not include losses allowed in prior years) by the following fraction: Gain recognized in the current year / Unrecognized gain as of the beginning of the current year ✅ Key Takeaway If the disposition is a complete disposition of your entire interest in a passive (or former passive) activity to an unrelated person in a fully taxable transaction during the tax year, then your losses allocable to the activity for the year are not limited by the PAL rules. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers In this article, you’ll learn how to address: Form 8586: Calculating form without calculating Form 3800. ⚠️ Before You Begin Before you make changes, make sure you understand what form/year worksheet your client is working in. 📊 Step-by-Step Guide First, make sure the IRS rules do not require Form 3800 to be included for this particular client's return. If it is not required, complete the 8582CR wkt worksheet (Passive Activity Credit Worksheet). On the 8582CR wkt worksheet, make sure to complete the Description, Type, and Form entries, as well as at least one of the amount entries. This carries over to Form 8582CR (Passive Activity Credit Limitations), which shows the amount allowed. The data is then carried back over to Form 8586, and then to Form 1040, without involving Form 3800. ❌ Common Errors If the issue isn’t resolved, confirm you’ve linked the correct worksheet relationship. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers In this article, you’ll learn how to address: Form 8606 is not calculating IRA distributions. ⚠️ Before You Begin Before you make changes, make sure you understand what form/year worksheet your client is working in. 📊 Step-by-Step Guide The box in red must be marked on form 1099R for any amounts to carry to Form 8606, line 7. ❌ Common Errors If the issue isn’t resolved, confirm you’ve linked the correct worksheet relationship. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 8606 is not calculating IRA distributions The box in red must be marked on form 1099R for any amounts to carry to Form 8606, line 7. ❌ Common Errors If Form 8606 is not calculating IRA distributions, check the following: Step 1: Review Form 1099-R Make sure the box in red is marked on Form 1099-R. Step 2: Confirm the carry to Form 8606, Line 7 Marking the correct box on Form 1099-R allows amounts to carry to Form 8606, line 7. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers In this article, you’ll learn how to address: Form 8606: Nondeductible IRAs. ⚠️ Before You Begin Before you make changes, make sure you understand what form/year worksheet your client is working in. 📊 Step-by-Step Guide Use Form 8606 to report:   Nondeductible contributions you made to traditional IRAs, Distributions from traditional, SEP, or SIMPLE IRAs, if you have ever made nondeductible contributions to traditional IRAs, Distributions from Roth IRAs, and Conversions from traditional, SEP, or SIMPLE IRAs to Roth IRAs. Part I: Nondeductible Contributions to Traditional IRAs and Distributions from Traditional, SEP, and SIMPLE IRAs Complete Part I only if one or more of the following apply:   Your client made nondeductible contributions to a traditional IRA for 2010. Your client received distributions from a traditional, SEP, or SIMPLE IRA in 2010 and made nondeductible contributions to a traditional IRA in 2010 or an earlier year. For this purpose, a distribution does not include a rollover, one-time distribution to fund an HSA, conversion, recharacterization, or return of certain contributions. Your client converted part, but not all, of a traditional, SEP, or SIMPLE IRA to a Roth IRA in 2010 (excluding any portion you recharacterized) and made nondeductible contributions to a traditional IRA in 2010 or an earlier year.   Fill in the IRA Worksheet and Forms 1099-R first. Then complete this form. Many entries will be calculated for you. Sure-Fire includes two Forms 8606: one for the taxpayer and one for the spouse. Be sure you select the correct form. Select the check box at the top of the form if you are filing this form by itself and not with your tax return. Part II: 2010 Conversions From Traditional, SEP, or SIMPLE IRAs to Roth IRAs Complete this part if the taxpayer converted part or all of their traditional, SEP, and SIMPLE IRAs to a Roth IRA in 2010 (excluding any portion the taxpayer recharacterized). Part III: Rollovers from Qualified Retirement Plans to Roth IRAs Complete this part if the taxpayer has rolled over part or all of their qualified retirement plan to a Roth IRA in 2010 (excluding recharacterizations). Part IV: Distribution from Roth IRAs Complete this part only if the taxpayer took a distribution from a Roth IRA in 2010. For this purpose, a distribution does not include a rollover, a one-time distribution to fund an HSA, recharacterization, or return of certain contributions. See the IRS form instructions for more information. ❌ Common Errors If the issue isn’t resolved, confirm you’ve linked the correct worksheet relationship. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 8615 calculates unemployment income According to the IRS guidelines for Form 8615, any income not considered earned income (as defined on page 2 of the instructions for Form 8615), is considered investment income for purposes of this form. Unemployment income is not defined as earned income in the instructions. 📝 Unearned Income Unearned income is generally all income other than salaries, wages, and other amounts received as pay for work actually performed (earned income). It includes taxable interest, dividends, capital gains (including capital gain distributions), rents, royalties, pension and annuity income, taxable scholarship and fellowship grants not reported on Form W-2, unemployment compensation, alimony, the taxable part of social security and pension payments, and income other than earned income) received as the beneficiary of a trust. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 8812 It is important for the tax preparer to verify that the form is completed correctly and that the Taxpayer(s) qualify for the credit. ⚠️ Before You Begin Make sure you confirm both of the following: The form is completed correctly The Taxpayer(s) qualify for the credit 🧩 Troubleshooting ❌ When This Issue Occurs This issue will occur if the user mark box 13 on Form 8812, page as "Neither a or b apply". 🛠️ How to Fix Step 1: Review Box 13 on Form 8812 Use this when you need to correct the selection that is causing the issue. To fix the issue. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers In this article, you’ll learn how to address: Form 8814 age requirements. ⚠️ Before You Begin Before you make changes, make sure you understand what form/year worksheet your client is working in. 📊 Step-by-Step Guide The child must be under age 19, or under age 24 if a full-time student. A child born on January 1 is considered to be age 19 at the end of the tax year. Do not use Form 8814 for a child who turned 19 on January 1. ❌ Common Errors If the issue isn’t resolved, confirm you’ve linked the correct worksheet relationship. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 8814 Age Requirements This article explains the age rules for using Form 8814. ⚠️ Age Rules for the Child The child must be under age 19, or under age 24 if a full-time student. A child born on January 1 is considered to be age 19 at the end of the tax year. Do not use Form 8814 for a child who turned 19 on January 1. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 8824 This can occur when the FMV of the like-kind property received was not entered. ❌ Troubleshooting ❌ Issue This can occur when the FMV of the like-kind property received was not entered. 📊 Step-by-Step Guide Step 1: Open Form 8824 Use this when you need to locate the correct form to update the missing value. Go to form 8824. Step 2: Select Page 2 Use this when you need to edit the FMV field on the correct page. Select page 2. Step 3: Enter the FMV of the Like-Kind Property Received Use this when you need to correct the missing FMV entry. On line 16, enter the FMV of the like-kind property received. Step 4: Save Your Changes Use this to ensure your update is recorded. Click Save. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers How to fill out Form 8824 parts I, II, and III sections for sending line 14 and line 22 data to the correct forms. ⚠️ Before You Begin Have the correct tax information available for the exchange and be ready to use the program help (F9) if an explanation is required. 📊 Step-by-Step Guide Step 1: Complete Parts I and II Use this when you need to confirm the basic exchange details before calculating deferred gain or (loss). First, fill in all the appropriate information in Parts I and II. Step 2: Review Lines 9 and 10 Use this to decide whether you continue to Part III and report the deferred amount. Lines 9 and 10 - If lines 9 and 10 are both No, and this is the year of the exchange, go to Part III. If both Lines 9 and 10 are No and this is not the year of the exchange, stop here. If either 9 or 10 are Yes, complete Part III and report on this year's tax return the deferred gain or (loss) from line 24, unless one of the exceptions on line 11 applies. Step 3: Attach an explanation if 11c is marked Use this when the form requires additional detail. If box 11c is marked, you must press F9 to attach an explanation. Step 4: Enter the correct Part III lines for like-kind versus not like-kind Use this to transfer information to the correct schedules. Complete line 12 through 14 of Part III if the property was NOT like-kind, otherwise go to line 15. Information from this form will transfer to Schedule D or Form 4797, whichever you choose. Step 5: Mark the boxes that control data flow to other forms Use this so the program routes the amounts to the correct destination forms. Mark boxes on lines 14 and 22 for amounts to flow to appropriate forms. ❌ Common Errors If your amounts are not flowing correctly, double-check your yes/no answers for Lines 9 and 10 and confirm that you marked the correct boxes on lines 14 and 22. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 8824: Sending line 14 and 22 data to correct forms using SureFire This guide explains what to do in SureFire when working with Form 8824, specifically how to handle the data from lines 14 and 22 so it flows to the correct forms. ⚠️ Before You Begin First, fill in all the appropriate information in Parts I and II. 📊 Step-by-Step Guide Step 1: Review Lines 9 and 10 Use this when you need to determine whether to proceed to Part III based on the answers for lines 9 and 10. Lines 9 and 10 - If lines 9 and 10 are both No, and this is the year of the exchange, go to Part III. If both Lines 9 and 10 are No and this is not the year of the exchange, stop here. If either 9 or 10 are Yes, complete Part III and report on this year's tax return the deferred gain or (loss) from line 24, unless one of the exceptions on line 11 applies. Step 2: If Box 11c is marked, attach an explanation Use this when you see that an explanation is required. If box 11c is marked, you must press F9 to attach an explanation. Step 3: Complete Part III (Lines 12 through 14 or go to line 15) Use this when you need to determine which lines to complete based on whether the property was like-kind. Complete line 12 through 14 of Part III if the property was NOT like-kind, otherwise go to line 15. Information from this form will transfer to Schedule D or Form 4797, whichever you choose. Step 4: Mark boxes on lines 14 and 22 so amounts flow correctly Use this when you need to route amounts to the appropriate forms. Mark boxes on lines 14 and 22 for amounts to flow to appropriate forms. ❌ Notes Additional guidance included in this article: First, fill in all the appropriate information in Parts I and II. If box 11c is marked, press F9 to attach an explanation. Complete line 12 through 14 of Part III if the property was NOT like-kind; otherwise go to line 15. Mark boxes on lines 14 and 22 for amounts to flow to appropriate forms. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 8825 - 1065-Partnership or 1120S-S Corporation Rental Real Estate-706/709 Income and deductible expenses This form has space to list up to 8 rental properties (4 on page 1 and 4 on page 2). 📊 Step-by-Step Guide Step 1: Enter Depreciation Using Form 4562 Use this when you need to calculate and link depreciation. For depreciation, on line 14, press F9 to link to Form 4562; then, on line 6a ofForm 4562, press F9 again to get to the Depreciation Worksheet. Be sure to indicate on the Depreciation Worksheet the property (A, B, C, or D) for which the worksheet is intended. Step 2: Transfer Amortization to the "Other" Expense Line Use this when you need to move amortization amounts to the correct line. Amortization from Form 4562 is transferred to line 15 as an "other"" expense. Press F9 from the last line under ""other"" to Form 4562 for amounts to be carried back to this line properly. 📝 Note Page 2 may be copied to list more properties if needed (just like Schedule E Duplicate in the 1040 package) by pressing SHIFT+F10. Step 3: Confirm Totals Carry Over Use this to ensure totals are included correctly. The totals for page 2 will be carried over to page 1. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 8825 - Partnership or S Corporation Rental Real Estate Income This guide explains key data-entry tips for Form 8825, including how to link depreciation and amortization to Form 4562 and how to add more rental properties when needed. 📊 Step-by-Step Guide Step 1: Know how many properties you can list This form has space to list up to 8 rental properties (4 on page 1 and 4 on page 2). Step 2: Link depreciation to Form 4562 For depreciation, on line 14, press F9 to link to Form 4562; then, on line 6a of Form 4562, press F9 again to get to the Depreciation Worksheet. Be sure to indicate on the Depreciation Worksheet the property (A, B, C, or D) for which the worksheet is intended. Step 3: Carry amortization back to line 15 as an "other" expense Amortization from Form 4562 is transferred to line 15 as an "other" expense. Press F9 from the last line under "other" to Form 4562 in order for amounts to be carried back to this line properly. Step 4: Repeat the same process for Page 2 Page 2 This form has space to list up to 8 rental properties (4 on page 1 and 4 on page 2). For depreciation, on line 14, press F9 to link to Form 4562; then on line 6a of Form 4562 press F9 again to get to the Depreciation Worksheet. Be sure to indicate on the Depreciation Worksheet the property (A, B, C, or D) for which the worksheet is intended. Amortization from Form 4562 is transferred to line 15 as an "other" expense. Press F9 from the last line under "other" to Form 4562 in order for amounts to be carried back to this line properly. Step 5: Copy Page 2 to list more properties (if needed) Page 2 may be copied to list more properties if needed (just like Schedule E Duplicate in the 1040 package) by pressing SHIFT+F10. Step 6: Confirm totals carry over The totals for page 2 will be carried over to page 1. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains what to do when you receive Form 8836. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket 📊 Step-by-Step Guide Step 1: Advise the taxpayer about Form 8836 The IRS will mail a package to the taxpayer containing Form 8836 and instructions for filing that form. Advise the taxpayer to either complete that form or bring it to you (the tax preparer) for completion when he or she receives the package. Step 2: Mail the completed form using the package instructions When the form is completed, mail it to the IRS using the instructions in the package.

🔍 Form 8863 - Educational credit allowed but not populating (Credit is nonrefundable) Credit is non-refundable and will only be used to reduce taxes payable. If you have no taxes, the credit will not be used. ⚠️ Before You Begin Use the guidance below to determine whether you can claim the American opportunity credit as a refundable credit or only as a nonrefundable credit. 📚 What This Guide Covers Nonrefundable credit rules - how the credit is used to reduce taxes payable When you cannot claim it as refundable - based on age, student status, income/support, and filing status How to enter amounts on the form - what to do with line 7, line 8, and line 9 EIN requirement - where the educational institution’s EIN must be provided 🧾 Nonrefundable vs. refundable American opportunity credit If you were under age 24 at the end of 2018 and the conditions listed below apply to you, you cannot claim any part of the American opportunity credit as a refundable credit on your tax return. Instead, you can claim your allowed credit, figured in Part II, only as a nonrefundable credit to reduce your tax. You don't qualify for a refundable American opportunity credit if 1 (a, b, or c), 2, and 3 below apply to you. Step 1: Check condition 1 (age/student/earned income vs. support) Were you under age 24 at the end of 2018, and do any of the following apply? 1(a): You were under age 18 at the end of 2018, or 1(b): You were age 18 at the end of 2018 and your earned income (defined later) was less than one-half of your support (defined later), or 1(c): You were over age 18 and under age 24 at the end of 2018 and a full-time student (defined later) and your earned income (defined later) was less than one-half of your support (defined later). Step 2: Check condition 2 (parent alive at end of 2018) Does at least one of your parents was alive at the end of 2018? 2. At least one of your parents was alive at the end of 2018. Step 3: Check condition 3 (filing status) Are you filing a joint return for 2018? 3. You're not filing a joint return for 2018. Step 4: If all conditions apply, use line 7 and skip line 8 If you meet these conditions, enter the credit as nonrefundable. If you meet these conditions, check the box next to line 7, skip line 8, and enter the amount from line 7 on line 9. If these conditions don't apply to you, complete line 8. ❓ Questions to determine whether you qualify for a refundable American opportunity credit Question 1: Were you under age 24 at the end of 2018? TIP CAUTION ! If no, stop here; you do qualify to claim part of the allowable American opportunity credit as a refundable credit. If yes, go to question 2. Question 2: Were you over age 18 at the end of 2018? If yes, go to question 3. If no, go to question 4. Question 3: Were you a full-time student (defined later) for 2018? If no, stop here; you do qualify to claim part of your allowable American opportunity credit as a refundable credit. If yes, go to question 5. Question 4: Were you age 18 at the end of 2018? If yes, go to question 5. If no, go to question 6. Question 5: Was your earned income (defined later) less than one-half of your support (defined later) for 2018? If no, stop here; you do qualify to claim part of your allowable American opportunity credit as a refundable credit. If yes, go to question 6. Question 6: Were either of your parents alive at the end of 2018? If no, stop here; you do qualify to claim part of your allowable American opportunity credit as a refundable credit. If yes, go to question 7. Question 7: Are you filing a joint return for 2018? If no, you don't qualify to claim part of your allowable American opportunity credit as a refundable credit. If yes, you do qualify to claim part of your allowable American opportunity credit as a refundable credit. 📝 Educational institution EIN requirement The educational institution's EIN must be provided on line 22(4) if the American opportunity credit is claimed for this student 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 8863 - Pg. 1, Part I, Line 1 is not calculating 8863 pg 2 must be completed before the information on pg 1 will populate. 📊 Step-by-Step Guide Step 1: Complete Form 8863, Page 2 Use this when you need to ensure the data flows to Page 1. Make sure you complete Form 8863, Page 2 first. Step 2: Verify Page 1 populates Use this to confirm the calculation issue is resolved. After Page 2 is completed, the information on Page 1 should populate, including Part I, Line 1. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 8867 not checked off and printed blank What this guide covers ⚠️ Before You Begin Have your preparer information entered so the program knows whether Form 8867 is needed. 📊 Step-by-Step Guide Step 1: Enter your Preparer information Use this when your Form 8867 prints blank. This problem occurs when you have not entered your Preparer information. Form 8867 is required only for paid preparers. ❌ Common Errors Do not leave preparer fields blank if you expect Form 8867 to print. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 8867 Paid Preparer's Earned Income Credit (EIC) Checklist The program includes Form 8867 - Paid Preparer's Earned Income Credit Checklist to help the preparer determine if a taxpayer is eligible for the EIC. Paid preparers of Federal income tax returns or claims for refund involving the earned income credit (EIC) must meet the due diligence requirements in determining if the taxpayer is eligible for, and the amount of, the EIC. Failure to do so could result in a $100 penalty for each failure. See Internal Revenue Code section 6695(g). ⚠️ Due Diligence Requirements You will meet the due diligence requirements if all four of the following apply. 📋 What You Must Do Step 1: Complete Form 8867 You complete Form 8867 (or your own form as long as it provides the same information as Form 8867). Step 2: Complete the EIC worksheet(s) You complete the EIC worksheet(s) in the Form 1040 instructions, or in Pub. 596 (or your own worksheet(s) as long as it provides the same information as the 1040or Pub. 596 worksheet(s)). Step 3: Have no knowledge of incorrect information You have no knowledge that any of the information used to determine if the taxpayer is eligible for, and the amount of, the EIC is incorrect. Step 4: Keep required information for 3 years* You keep the following information for 3 years*: Form 8867 (or your own form), The EIC worksheet(s) (or your own worksheet(s), and A record of how, when, and from whom the information used to prepare the form and worksheet(s) was obtained. 🗂️ Document Retention Document Retention Requirements To meet the due diligence requirements for returns or claims for refund claiming the EIC, the CTC/ACTC/ODC, the AOTC, and/or HOH filing status, you must keep all of the following records. A copy of Form 8867. The applicable worksheet(s) or your own worksheet(s) for any credits that are claimed that are specified in Due Diligence Requirements, earlier. Copies of any documents provided by the taxpayer on which you relied to determine the taxpayers eligibility for the credit(s) and/or HOH filing status and to figure the amount(s) of the credit(s) claimed. A record of how, when, and from whom the information used to prepare Form 8867 and the applicable worksheet(s) was obtained. A record of any additional information you relied upon, including questions you asked and the taxpayers responses, to determine the taxpayers eligibility for the credit(s) and/or HOH filing status and to figure the amount(s) of the credit(s). Step 5: Keep records for the required 3-year period You must keep those records for 3 years from the latest of the following dates. The due date of the tax return (not including extensions). The date the return was filed (if you are a signing tax return preparer electronically filing the return). The date the return was presented to the taxpayer for signature (if you are a signing tax return preparer not electronically filing the return). The date you submitted to the signing tax return preparer the part of the return for which you were responsible (if you are a nonsigning tax return preparer). ✅ Recordkeeping Format These records may be kept on paper or electronically in the manner described in Rev. Proc. 97-22 (or later update). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 8879: ERO signatures transferring to form This article explains when the ERO (Electronic Return Originator) name appears on Form 8879 as the signature and when a PIN or declaration is required. 📊 Step-by-Step Guide Step 1: Understand Form 1040 For Form 1040, the ERO name shows on Form 8879 as the signature. See the note below from IRS Publication 1345: EROs may sign Forms 8879 and 8878 by rubber stamp, mechanical device (such as signature pen) or computer software program as described in Notice 2007-79. Step 2: Understand Form 1041 For Form 1041, the ERO name shows on Form 8879 as the signature. See the note below from IRS Publication 1437: If the return is prepared by the ERO that originates the electronic submission of the tax return, the ERO is required to input a PIN as a signature in the Authentication Record of the electronic return in the location designated for the ERO EFIN/PIN. If the return was prepared by someone other than the ERO that originates the electronic submission, the ERO must ensure that the electronic record contains the return preparer’s identifying information (i.e. name, address, and SSN or PTIN). By entering a PIN in the location designated for the ERO’s EFIN/PIN in the electronic record, the ERO attests that the return preparer manually signed the paper copy of the return and that the electronic return contains tax information identical to that contained in the paper return. Step 3: Understand Forms 1120, 1120S, 1120F, 1120-POL, 1065, 1065-B, 990, 990-EZ, 990-PF, 8868, 720, 2290, 8849 For these return types (and their associated 8879s), the ERO name does not show on the return as the signature. See the note below from IRS Publication 4163: The ERO must sign and complete the requested information in the “Declaration of Electronic Return Originator [ERO]” section after thoroughly reading the declaration. An ERO may authorize members of its firm or designate employees to sign for the ERO, but the ERO is still responsible for all electronically filed returns originated by its firm. EROs do not have to disclose their Employer Identification Number (EIN) or Social Security Number (SSN) on the copies they provide to taxpayers. Since anyone may sign Form 8879 for these return types and we cannot know who is actually signing Form 8879, the ERO name is not shown on Form 8879 as the signature. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 8879: ERO signatures transferring to form This article explains how the ERO signature is handled on Form 8879 for different return types, including what shows on the form and what the ERO must do in the electronic record. ⚠️ Before You Begin Before you proceed, make sure you understand which return type you are working with (for example, Form 1040 vs. Form 1041 vs. corporate/business forms). The ERO signature requirements differ by form type. 📌 How ERO signatures transfer to Form 8879 Step 1: For Form 1040, confirm what shows as the signature Use this when you are preparing a Form 1040 return. For Form 1040, the ERO name shows on Form 8879 as the signature.   IRS Publication 1345 note: EROs may sign Forms 8879 and 8878 by rubber stamp, mechanical device (such as signature pen) or computer software program as described in Notice 2007-79. Step 2: For Form 1041, follow the PIN and Authentication Record rules Use this when you are preparing a Form 1041 return. For Form 1041, see the note below from IRS Publication 1437:   If the return is prepared by the ERO that originates the electronic submission of the tax return, the ERO is required to input a PIN as a signature in the Authentication Record of the electronic return in the location designated for the ERO EFIN/PIN. If the return was prepared by someone other than the ERO that originates the electronic submission, the ERO must ensure that the electronic record contains the return preparers identifying information (i.e. name, address, and SSN or PTIN).   By entering a PIN in the location designated for the EROs EFIN/PIN in the electronic record, the ERO attests that the return preparer manually signed the paper copy of the return and that the electronic return contains tax information identical to that contained in the paper return. Step 3: For these forms, understand why the ERO name does not show as the signature Use this when you are preparing one of the listed return types. For Forms 1120, 1120S, 1120F, 1120-POL, 1065, 1065-B, 990, 990-EZ, 990-PF, 8868, 720, 2290, 8849, and their associated 8879s, the ERO name does not show in the return as the signature. See the note below from IRS Publication 4163:   The ERO must sign and complete the requested information in the Declaration of Electronic Return Originator [ERO] section after thoroughly reading the declaration. An ERO may authorize members of its firm or designate employees to sign for the ERO, but the ERO is still responsible for all electronically filed returns originated by its firm. EROs do not have to disclose their Employer Identification Number (EIN) or Social Security Number (SSN) on the copies they provide to taxpayers.   Since anyone may sign Form 8879 for these return types and we cannot know who is actually signing Form 8879, the ERO name is not shown on Form 8879 as the signature. ❌ Common Issue to Watch For If you are working with Forms 1120, 1120S, 1120F, 1120-POL, 1065, 1065-B, 990, 990-EZ, 990-PF, 8868, 720, 2290, 8849 (and their associated 8879s), do not expect the ERO name to appear as the signature on Form 8879. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers In this article, you’ll learn how to address: Form 8880 added to return. ⚠️ Before You Begin Before you make changes, make sure you understand what form/year worksheet your client is working in. 📊 Step-by-Step Guide If the taxpayer seems to qualify for the Retirement Savings Contributions Credit, Sure-Fire automatically loads and calculates this form. However, there is one question on the form that needs to be answered, and thus is highlighted in red: whether the taxpayer or spouse was a full-time student. Once this question is answered, Sure-Fire will determine if the taxpayer qualifies for the credit and, if so, it will then calculate the credit for you.   ❌ Common Errors If the issue isn’t resolved, confirm you’ve linked the correct worksheet relationship. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 8880 added to return If the taxpayer seems to qualify for the Retirement Savings Contributions Credit, SureFire automatically loads and calculates this form. ⚠️ Important Note However, there is one question on the form that needs to be answered, and thus is highlighted in red: whether the taxpayer or spouse was a full-time student. 📊 What Happens Next Use this when you need to understand how SureFire handles Form 8880 after you answer the highlighted question. Step 1: Answer the red-highlighted question On the form, answer whether the taxpayer or spouse was a full-time student. Step 2: Let SureFire determine eligibility and calculate the credit Once this question is answered, SureFire will determine if the taxpayer qualifies for the credit and, if so, it will then calculate the credit for you. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 8903 Form 8903 is to be completed by partners and S corporation shareholders from information provided by the partnership or S corporation. Partnerships and S corporations do not complete this form for filing with their tax returns. ⚠️ Before You Begin Partnership or S corporation returns do not complete Form 8903. Instead, you will enter the related amounts in the correct worksheet so they can flow to the shareholder/partner. 📊 Where to Enter Amounts for Form 8903 Use this when you need to enter amounts related to Form 8903 on the partnership or S corporation return. Step 1: Enter the amounts on the correct worksheet For partnership or S corporation returns, enter amounts related to form 8903 on: Line 13d, Sch K (Form 1065) - Other Deductions worksheet for form 1065, or Lhe Line 12d, Sch K (Form 1120S) - Other Deductions worksheet for Form 1120S. Step 2: Confirm where the amounts will flow These amounts will flow to: Page 1, Part III, line 13 of Schedule K-1 (Form 1065), or Part III, line 12 of Schedule K-1 (Form 1120S) Step 3: Understand how it’s used for Form 8903 This information is then used by a partner or shareholder to complete form 8903 in his or her individual tax return. 📝 Additional Reference For more information, refer to the IRS instructions for Form 8903. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 8936 not calculating Qualified Plug-In Electric Drive Motor Vehicle Credit in SureFire This article addresses an issue where Form 8936 is not calculating the Qualified Plug-In Electric Drive Motor Vehicle Credit in SureFire. ⚠️ Before You Begin Please review the following Form instruction excerpt related to the vehicle type: When the vehicle purchased is a 4 wheeled vehicle, according to Form instructions: "If the vehicle has at least four wheels 📊 Step-by-Step Guide Use this when you need to confirm the vehicle type guidance that may affect how Form 8936 calculates the credit. Step 1: Confirm the vehicle has at least four wheels When the vehicle purchased is a 4 wheeled vehicle, the Form instructions state: "If the vehicle has at least four wheels ❌ Common Errors The provided source content is incomplete (it ends mid-sentence). If you can share the full Form instruction text and/or the exact SureFire behavior you’re seeing, we can help pinpoint the cause of the calculation issue. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is Form 8938 in the 1040 module? Form 8938 is available in the 1040 module. This guide explains how to add a continuation sheet and create multiple copies of the form page. ⚠️ Before You Begin Make sure you are working in the 1040 module and can access the form list. 📊 Step-by-Step Guide Step 1: Add a continuation sheet for Form 8938 Use this when you need to add an additional page for Form 8938. Click the Add Form/Display Form List (Ctrl+F10) tab. In the Look for box, type 8938, then select page 3 of the form. Click the Open button or press the Enter key on your keyboard. Step 2: Make multiple copies of Form 8938, page 3 Use this when you need more than one continuation page. You can create multiple copies of 8938, page 3 by clicking the Copy 8938 Pg (Shift+F10) tab. Alternatively, you can right-click 8938 Pg 3 in the forms tree and select Copy 8938 Pg. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 8941 How To Claim the Credit ⚠️ Before You Begin The credit has specific limits. It: Cannot be claimed if the employer has no taxable income or AMT liability for the year. Cannot reduce employment taxes (i.e., withheld income tax, Social Security tax, and Medicare tax). 📊 How To Claim the Credit Step 1: Eligible employers claim the credit on their annual income tax return Use this when you are an eligible employer. Eligible employers claim the tax credit on the employers annual income tax return, with an attached Form 8941, Credit for Small Employer Health Insurance Premiums, showing the calculation of the credit. Step 2: Tax-exempt employers claim the credit using Form 990-T Use this when you are a tax-exempt employer. A tax-exempt employer claims the credit by filing Form 990-T, Exempt Organization Business Income Tax Return, with an attached Form 8941 showing the calculation of the claimed credit. Step 3: Understand carryback/carryforward rules Use this to determine how unused credits can be applied. Any unused 2010 credit can be carried back five years or forward up to 20 years. For other years, normal carryback and carry forward rules apply. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 8949 To prevent the loss from showing as a carryforward loss, follow the steps below. ⚠️ Before You Begin Make sure you have access to the capital gain worksheet named: Gap Gain Wkt 📊 Step-by-Step Guide Step 1: Enter the letter "L" in Column F Use this when you need to prevent the loss from showing as a carryforward loss. Go to the capital gain worksheet "Gap Gain Wkt" and in column f enter "L". Step 2: Add the non-deductible loss as a positive adjustment in Column G Use this to ensure the loss is treated correctly. In column g, enter the amount of non deductible loss as a positive adjustment.   📝 Reference (IRS) https://www.irs.gov/pub/irs-pdf/i1040sd.pdf 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 8949 - Sales and Other Dispositions of Capital Assets This guide explains when you need to manually load or duplicate pages of Form 8949 based on whether you are using the Capital Gain/Loss Transactions Worksheet. ⚠️ Before You Begin Before you enter transactions, decide whether you are using the Capital Gain/Loss Transactions Worksheet or entering transactions without it. 📊 Step-by-Step Guide Step 1: Use the Capital Gain/Loss Transactions Worksheet (No manual duplication needed) Use this when you are using the worksheet to handle Form 8949 entries. If using the Capital Gain/Loss Transactions Worksheet you don't need to manually load the first copy of any 8949. The only time you would need to duplicate a page is if you have more transactions of any one type than the form allows. Step 2: Not using the worksheet (Manually load the correct page) Use this when you are entering transactions without the worksheet. If you are not using the Capital Gain/Loss Transaction Worksheet, you must manually load the correct page of Form 8949 for the type of transaction you are entering. ❌ Note Press Shift+F10 to duplicate this form as needed. For more information on how to complete this column, refer to the topic. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This article provides the IRS instructions link for Form 8962 and summarizes when and how to complete and file the form. ⚠️ Before You Begin Before you complete Form 8962, make sure you have Form 1095-A (Health Insurance Marketplace Statement). Here is the link to the IRS pdf instructions for the 8962: http://www.irs.gov/pub/irs-pdf/i8962.pdf   Complete Form 8962 only for health insurance coverage in a qualified health plan purchased through a Health Insurance Marketplace. This includes a qualified healthplan purchased on healthcare.gov or through a State Marketplace.   You will need Form 1095-A, Health Insurance Marketplace Statement, to complete Form 8962. The Marketplace is required to provide or send Form 1095-A to the tax filer(s) identified in the enrollment application by January 31, 2015. If you are the taxfiler expecting to receive Form 1095-A for a qualified health plan and you do not receive it by early February, contact the Marketplace. Under certain circumstances, for example in the case of a divorce during the year, the Marketplace will provide Form 1095-A to one taxpayer, but another taxpayer will also need the information from that form to complete Form 8962. The recipient of Form 1095-A should provide a copy to other taxpayers as needed. You must file Form 8962 with your income tax return (Form1040, Form 1040A, or Form 1040NR) if any of the following apply to you. You are taking the PTC APTC was paid for you or another individual in your tax family. APTC was paid for an individual (including you) for whom you told the Marketplace you would claim a personal exemption and neither you nor anyone else claims a personal exemption for that individual. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 8962 On Form 8962, you cannot complete page 1, line 11 and also complete lines 12-23. ⚠️ Important Note You can either: Option 1: Put the totals for all the months on line 11 Option 2: Enter the months from 1-12 on lines 12-23 You cannot complete both line 11 and lines 12-23. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 8962: How do I enter allocation amounts? - Shared policy allocation Use this guide to understand how to allocate enrollment premiums, the applicable SLCSP premium, and APTC between you and your former spouse when completing Form 8962 (based on the IRS instructions for page 16). ⚠️ Before You Begin You will need the following amounts from your Form(s) 1095-A: Part III, Column A (total enrollment premiums) Part III, Column B (applicable SLCSP premium) Part III, Column C (APTC) Important: You and your former spouse must allocate all three amounts using the same percentage. 📊 Step-by-Step Guide Step 1: Identify the three policy amounts to allocate You will allocate between you and your former spouse the total enrollment premiums, the applicable SLCSP premium, and APTC for coverage under the plan during the months you were married. You will find these amounts on your Form(s) 1095-A, Part III, columns A, B, and C, respectively. Step 2: Choose an allocation percentage (or use the default) You and your former spouse may agree to allocate any percentage (from zero percent to one hundred percent) of these amounts to one of you (with the remainder allocated to the other), but you must allocate all three amounts using the same percentage. If you agree on a percentage: Allocate that same percentage to the same person for all three amounts. If you do not agree on a percentage: You and your former spouse must allocate 50% of each of these amounts to you and 50% of each to your former spouse. Step 3: Enter 100% or 0% allocations correctly Policy amounts allocated 100%. If 100% of policy amounts are allocated to you, check Yes on line 9 and complete Part IV by entering 100 in the appropriate box(es) for your allocation percentage. Policy amounts allocated 0%. If 0% of the policy amounts are allocated to you, complete Part IV by entering -0- in the appropriate box(es) for your allocation percentage. 📝 Example Keith and Stephanie are married at the beginning of 2020 and have three children, Ben, Grace, and Max. In January, Keith enrolls Ben, Grace, and Max in a qualified health plan beginning in January. Keith and Stephanie divorce in July. The children become eligible for and enroll in government-sponsored health coverage and disenroll from the qualified health plan, effective August 1. According to Table 3, Keith and Stephanie follow the rules under Allocation Situation 1. Taxpayers divorced or legally separated in 2020 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 8995 auto populating when using Sch C in SureFire (1040 return with Sch C generating form 8995 when it’s not needed) SureFire automatically generates form 8995 when there is an amount on Sch 1 Pg 1 Qualifying Business Income information section Line 1a. 📊 Step-by-Step Guide Step 1: Check Sch 1 Pg 1 Qualifying Business Income (Line 1a) Use this when you need to confirm why Form 8995 is being generated. SureFire will generate Form 8995 when there is an amount on Sch 1 Pg 1 Qualifying Business Income information section Line 1a. ⚠️ Before You Begin Before making any changes, review whether Line 1a on Sch 1 Pg 1 is populated, since that amount is what triggers SureFire to generate Form 8995. ❌ Troubleshooting If you believe Form 8995 should not be generated, the key thing to verify is whether there is an amount on Sch 1 Pg 1 Qualifying Business Income information section Line 1a. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 990 Pg 10 is not adding correctly (Lines 1 through 25) This issue was reported and fixed within the program. In case needed, the workaround for this issue is: ⚠️ Workaround Use this when Form 990 Pg 10 is not adding correctly from line 1 down through line 25. 📊 Step-by-Step Guide Step 1: Check Line 24 (e) Use this when you need to correct the total that is being doubled. On line 24, line (e), All Other Expenses lines B, C, and D override those lines to the correct number. Step 2: Understand what is doubling Use this to confirm you are fixing the right line. That is the line that is doubling. It is adding the lines a, b, c, d above twice. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 990: Preparer's EIN not shown This behavior is expected. The preparer’s EIN is not displayed in certain situations because it is by design and follows IRS instructions. ⚠️ Where to Find the IRS Instructions You can find the relevant information in the IRS Form instructions: Form 990 instructions: Page 10 Form 990-EZ instructions: Page 22 📝 Explanation (Why the Preparer's EIN May Not Appear) This is by design, following IRS instructions. The paid preparer must enter the preparer’s identifying number and the firm’s EIN only if filing Form 990 for a section 4947(a)(1) nonexempt charitable trust that is not filing Form 1041, U.S. Income Tax Return for Estates and Trusts. The preparer’s identifying number is: The preparer’s taxpayer identification number (PTIN) if obtained, or The preparer’s social security number (SSN) 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form CT 1065 According to the Connecticut instructions for form CT 1065: ⚠️ Before You Begin Do not complete Part I, Schedule A and Schedule B, for members who are: Resident noncorporate members; or Corporate members. Therefore, only nonresident or part-year individual (NI), nonresident or part-year trust (NT), nonresident estate (NE), or pass-through entity (PE) member types apply. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form DCD 40: The "http://www.irs.gov/efile:StateAbbreviationCd" element is invalid This error means the StateAbbreviationCd value being sent is not valid for the IRS schema. Specifically, the value is blank (''), and it fails the enumeration constraint for http://www.irs.gov/efile:StateType. ⚠️ Before You Begin Make sure you know where your state information is entered so you can add the missing State ID Number. 📊 Step-by-Step Guide Step 1: Open Form DC 1099G Use this to locate the correct form where the state details are required. Go to the Form DC 1099G. Step 2: Add the State ID Number Use this to fix the blank/invalid state value causing the IRS validation error. Add the State ID Number to the form. ✅ Success! Once the State ID Number is added, the IRS schema validation for the state element should no longer fail due to an empty value. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form ID VP prints with no information in SureFire This article explains the issue where Form ID VP prints with no information in SureFire, and how to resolve it. ⚠️ Before You Begin Make sure you have access to update your Idaho State Individual Module. ✅ Resolution This issue has been resolved with an update for Idaho State Individual Module V3.0 that was released on 02-21-2023. Step 1: Update the module Please update module. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form K-1 1120S: Where to Enter Line 16C (Non-Deductible Expenses) Question: Where do I enter information for line 16c non-deductible expenses on the K-1 (Form 1120-S) for a 1040? The instructions say to look at the instructions for Sch K-1 1120-S. ⚠️ Before You Begin Review the Instructions for Schedule K-1 (Form 1120-S) (2019), specifically Page 18, for guidance on Code C. 📊 What Line 16C (Non-Deductible Expenses) Means Code C. Nondeductible expenses. Use this when you need to understand what to do with nondeductible expenses reported on the K-1. The nondeductible expenses paid or incurred by the corporation aren't deductible on your tax return. Generally, you must decrease the basis of your stock by this amount. ✅ Key Takeaway Non-deductible expenses are not taken as deductions on your 1040. Instead, they generally affect your stock basis. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form K1 P/S Pg 1 This guide explains how to enter the correct letter on Form K1 P/S Pg 1 and save your return. ⚠️ Before You Begin Make sure you have the K-1 information available so you can determine whether it is from a partnership or an S corporation. 📊 Step-by-Step Guide Step 1: Go to Form K1 P/S Pg 1 Use this when you need to access the correct form page. Go to Form K1 P/S Pg 1. Step 2: Enter the correct letter (P or S) Use this to indicate the source of the K-1. Enter the letter P if the K-1 is from a partnership. Type the letter S if the K-1 is from an S corporation. Step 3: Save your return Use this to store your changes. Select the File menu, Save Return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form KY 8863 This guide explains how to get the Kentucky Part III: Lifetime Learning Credit to display. ⚠️ Before You Begin You will need to: Override the Qualified expenses amounts on the Form KY 8863-K, Pg. 2 Print a second Form KY 8863-K, Pg. 2 after making changes to add the 3rd qualifying student 📊 Step-by-Step Guide Step 1: Override Qualified expenses on Form KY 8863-K (Pg. 2) The ERO/Preparer will need to override the Qualified expenses amounts on the Form KY 8863-K, Pg. 2. Step 2: Print a second Form KY 8863-K (Pg. 2) Next, print a second Form KY 8863-K, Pg. 2 after making changes to add the 3rd qualifying student. 📝 Note You will have to paper file the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form MA 8453 Line 5 not populating refund amount from Form MA 1 This is a known reported issue that has now been resolved with State Module MA V4 that was released on 02/15/2023.   What you may have seen: The refund amount appeared on the refund monitor and on Form MA 1 Page 4 Line 53, but on Form MA 8453 Line 5 it showed 0 for the refund amount. ⚠️ Before You Begin Please update state module to the version that includes the fix. 📊 Step-by-Step Guide Step 1: Update State Module MA Use this to ensure the resolved issue is applied. Please update state module. The fix is included in State Module MA V4 released on 02/15/2023. ✅ Success! After updating to State Module MA V4, Form MA 8453 Line 5 should populate the refund amount correctly from Form MA 1. ❌ Troubleshooting If Form MA 8453 Line 5 still shows 0 after updating, double-check that you are on State Module MA V4 (released 02/15/2023) and then contact support for assistance. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form MI 8453 will not automatically load in SureFire Customer states: State of Michigan form 8453 will not automatically load when we mark the box to efile. 📚 What This Guide Covers This guide explains when you need Form MI-8453 and why it may not be required (or may not load) in SureFire for electronic filing. ⚠️ Before You Begin According to the MI 8453 instructions: You do not need this form for electronic filing if you are filing a federal return. You will only need this form if you paper the return or if you e-file a paper copy of the return. 📊 Step-by-Step Guide Step 1: Confirm whether you are e-filing a federal return Use this when you need to determine if MI-8453 is required for your filing type. MI 8453 instructions state that you do not need this form for electronic filing if you are filing a federal return. Step 2: Understand when MI-8453 is required for unlinked (standalone) returns Use this when you are filing Michigan (and/or City of Detroit) unlinked (standalone) returns. Signing Your Unlinked (Standalone) Electronic Return Form MI-8453 is the declaration and signature document for a State and/or City of Detroit unlinked (standalone) return. Step 3: If you e-file federal and Michigan together, use the federal signature (PIN) Use this when your federal and Michigan returns are e-filed together. If you e-file your federal and Michigan returns, Michigan will accept the federal signature (PIN). Step 4: If you e-file a State and/or City of Detroit unlinked (standalone) return, use ESA or paper MI-8453 Use this when your Michigan return is unlinked (standalone). If you e-file a State and/or City of Detroit unlinked (standalone) return the Electronic Signature Alternative (ESA) or paper Form MI-8453 must be used to sign your return. Step 5: If you use the ESA to sign your return, you do not need to complete MI-8453 Use this when you are signing using the ESA option. If you use the ESA to sign your return, you do not need to complete Form MI-8453. ❌ Troubleshooting Note If you marked the box to e-file and MI-8453 is not automatically loading, it may be because MI-8453 is not required for your electronic filing scenario (especially when filing a federal return electronically, or when using the federal signature (PIN) for linked filings). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form NJ 1040 Page 3 Line 27 & 29 show the same amount in SureFire Line 27 and Line 29 may show the same amount in SureFire even when the amount on the state K-1 is different. ⚠️ Before You Begin Review the amounts on your Federal K-1 and NJ Sch K-1 so you can compare them to what is populating on Form NJ 1040 Page 3 in SureFire. 📝 What’s Happening Use this when you need to understand why the amounts match in SureFire. Line 29 is grabbing the information from the Federal K-1 but doesnt have the option for when the amount for the state is different. When the amount for the state is different, Line 29 will have to be overriden to the amount shown on the NJ Sch K-1. ❌ Troubleshooting Note If you see Line 27 and Line 29 with the same amount, but your NJ Sch K-1 shows a different state amount, update Line 29 to match the amount shown on the NJ Sch K-1. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form NY IT 229 Part 3 Schedule A Line 1 and Part C Allocation Percentages not populating as 100% in SureFire If you are seeing allocation percentages populate as something other than 100% (for example, showing 1% when using SureFire), this guide explains what to check on the Form NY IT 229 page 2 so the credit calculates correctly. ⚠️ Before You Begin Have your Form NY IT 229 open and confirm you are reviewing the correct page (page 2) and the relevant columns/lines. 📊 Step-by-Step Guide Step 1: Confirm the allocation percentage is set to 1.00 (100%) The allocation % of 1.00 is correct for the 100%. Step 2: Check the Form NY IT 229 page 2 credit calculation requirement On the Form NY IT 229 page 2, the amount in column G must be less then line 10 for the credit to calculate. Step 3: Use the official NY instructions for Form NY IT 229 NY instructions for Form NY IT 229: https://www.tax.ny.gov/forms/current-forms/it/it229i.htm ❌ Troubleshooting Note If you are expecting 100% but only see a small percentage (such as 1%), remember that the credit calculation on Form NY IT 229 page 2 depends on the relationship between the amount in column G and line 10. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is the OR 40, Page 3, Line 36 Calculation? The OR 40, page 3, line 36 calculation is based off of the information entered by the tax preparer at the bottom of page 3 in the Surplus Credit (Kicker) Worksheet. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Title: Form RRB-1099- (TW2015) This guide explains how to enter Social Security benefits and Social Security equivalent railroad retirement benefits from RRB-1099 into your 1040 so SureFire can calculate the taxable amount. ⚠️ Before You Begin Make sure you have: Your Form RRB-1099 available Access to your Form 1040 in SureFire 📊 Step-by-Step Guide Step 1: Navigate to Line 6a on Form 1040 Use this when you need to enter RRB-1099 amounts into the correct spot on Form 1040. Go to line 6a on Form 1040, page 1. Step 2: Link to the 1040 Wkt 1 Worksheet Use this when you need to route the input to the correct worksheet. Right-click and link to the 1040 Wkt 1. Step 3: Enter Benefits from RRB-1099 Use this when you need to provide the amounts SureFire will use to calculate taxable benefits. Enter: Social Security benefits Social Security equivalent railroad retirement benefits from RRB-1099 Step 4: Review SureFire’s Taxable Amount Calculation Use this to confirm the program has calculated the correct taxable amount. SureFire calculates the taxable amount, if any. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form RRB-1099-R In most cases, the distribution reported on the RRB-1099-R can be entered on the 1099-R form in SureFire. However, there may be some information for which there is no place on the 1099-R. For instance, if there is an amount in Box 8-Repayment, refer to the IRS instructions, and also to help provided by the RRB at a nearby office or on the Internet at www.rrb.gov. ⚠️ Before You Begin Make sure you have the RRB-1099-R information available, especially if you see an amount in Box 8-Repayment. 📊 Step-by-Step Guide Step 1: Indicate who the form is for Use this when you need to enter the RRB-1099-R into SureFire. First, place an "X" in the box at the top of the 1099-R form in SureFire to indicate if the Form RRB-1099-R is for the taxpayer or spouse. Step 2: Use this when you need to continue entering the remaining information. Then 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form Sch K1 This guide explains how to update Form Sch K1 so Ordinary business income (loss) populates correctly. ⚠️ Before You Begin Make sure you are working in the correct return and are ready to edit the Form Sch K1. 📊 Step-by-Step Guide Step 1: Open Form Sch K1 Use this when you need to access the correct form to make the adjustment. Go to the Form Sch K1. Step 2: Remove the X so Line 1 populates Use this when you need Ordinary business income (loss) to populate on Line 1. Remove the X from the box under the Part II: Direct Allocation of Distributable Items section, then the Ordinary business income (loss) populates on Line 1. Step 3: Save your return Use this to ensure your changes are recorded. Click File menu, then select Save Return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form Schedule D Per SureFire Help (F1) for Form Schedule D - Capital Gain and Losses, Page 2, Part III: Summary. ⚠️ Line 19: Unrecaptured Section 1250 Gain Line 19 - Unrecaptured section 1250 gain. 📊 How SureFire Calculates This Amount Step 1: Check Line 17 If line 17 is Yes, SureFire calculates the amount of un-recaptured section 1250 gain. Step 2: Use the Supporting Forms/Statements SureFire calculates the amount of un-recaptured section 1250 gain from: Form 4797 K-1 Worksheets Form 2439 Schedule B Dividends Statement 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form Schedule J (990) does not print in SureFire This article provides quick steps to help you locate the relevant section in the 990 and check the information needed for Schedule J to print. ⚠️ Before You Begin Make sure you are working in the correct 990 form view so you can access Page 8 and the required lines. 📊 Step-by-Step Guide Step 1: Go to 990 Page 8 Use this when you need to access the correct page where Schedule J-related questions are located. Go to the 990 Pg 8. Step 2: Check Line 3 based on Line 1a Use this when you need to confirm whether the organization listed certain individuals on Line 1a, which affects what prints. Go to Line 3 - Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form W2 Boxes 3 SureFire calculates boxes 3, 4, 5, and 6. If the calculations do not match the client's printed W-2, please select the check box in the top section of this form labeled "Check to take calculations off of lines 3 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form W2 PR income not flowing to Form 1040 when using SureFire The form W2-PR is for reporting Puerto Rico in a Form 1040-PR. Remove the form and add the correct Form W-2 to the return. ⚠️ Before You Begin Residents of Puerto Rico who are not required to file a U.S. income tax return generally must file: Form 1040-PR (Spanish Form) Form 1040-SS (English Form) These forms are used to report self-employment income derived from a trade or business in Puerto Rico and, if necessary, pay self-employment tax to Puerto Rico on that income. 📊 Step-by-Step Guide Step 1: Remove the W2-PR form Use this when you need to stop Puerto Rico PR income from flowing incorrectly. Remove the form W2-PR from the return. Step 2: Add the correct Form W-2 Use this to ensure the income is reported correctly. Add the correct Form W-2 to the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form W2PR not checked off in Forms Tree This guide explains what this message means and what you should do next. ⚠️ Before You Begin You will need to review the relevant tax details and instructions referenced in this article. 📊 Step-by-Step Guide This occurs because, as Puerto Rico is not a state, income derived there is not taxable by the IRS. If the taxpayer is a US resident with income from Puerto Rico, make sure you answer the question Are you excluding Puerto Rico income from this tax return? correctly. Although Puerto Rico income is not taxable, it must be added back when figuring the modified AGI for some credit limits. Sure-Fire handles those calculations for you. If the taxpayer is a Puerto Rico resident who is filing for extra benefits and credits from the US Government, you would mark the 1040PR check box at the top of the Main Info page. Form W2PR is then used, and it will be checked off. Any normal US forms are not checked, because they would not apply in the event that Form 1040PR is the correct form to file. Note: There is no way to file both Form 1040 and Form 1040PR. Additional information on Bona Fide Residents of Puerto Rico can be found at: http://www.irs.gov/pub/irs-pdf/p1321.pdf ❌ Common Errors If the message does not match your situation, double-check your form inputs and selections. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Forms and schedules required for certain entries on the 1120H Be sure to attach completed forms or schedules for the lines as listed below: 📋 What You Need to Attach Line 5 - Sch D Line 6 - Form 4797 Line 14 - Form 4562 Line 23e - Form 2439 Line 23f - Form 4136 📝 Notes A scratch pad may be linked to any amount field. Form 1120H is located in the Miscellaneous Package. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers Why some forms may look different and what “scannable forms” means. 📊 Step-by-Step Guide Step 1: Understand scannable forms Some states are now using scannable forms. Because of this, certain forms may not have the lines exactly as they are on the version publicly available on the Web site. Step 2: Know what the agencies require For scannable forms, the IRS and state taxing agencies want all computer-generated forms to be printed in a specified way. Some forms also may also contain a bar code or scanband. Step 3: Confirm approval All forms are approved by the IRS or the appropriate state before they are released to be printed from our software. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers What counts as a foster child for Earned Income Credit (EIC) purposes. ⚠️ Before You Begin Review the child’s placement details (who placed them and under what authority) so you can confirm eligibility. 📊 Step-by-Step Guide Step 1: Confirm the child was placed with you A person is your foster child for EIC if the child is placed with you by an authorized placement agency or by a judgment, decree, or other order from a court with competent jurisdiction. Step 2: Check what qualifies as an authorized placement agency A state or local government agency. A tax-exempt organization licensed by a state. An Indian tribal government. An organization authorized by an Indian tribal government to place Indian children. ❌ Common Errors Don’t assume any caregiver arrangement qualifies—EIC foster child status depends on placement by the specified agencies or through a court order. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Full Validation Error: "The element Domiciled in namespace http://www.ftb.ca.gov/efile has incomplete content. List of possible elements expected: State" This guide explains what the validation error means and what to check so your submission can pass validation. ⚠️ Before You Begin You will need: Access to the form or e-file data you are validating The ability to review the section related to Domiciled 🧩 What This Error Means Use this when you see a validation message that says an XML element has incomplete content. The error indicates that the Domiciled element (in the namespace http://www.ftb.ca.gov/efile) is missing required information. Specifically, the validator expected a State element, but it was not found or was not populated correctly. 🛠️ Step-by-Step: Fix the Missing State Step 1: Locate the Domiciled section Use this when you need to find where the Domiciled data is entered. Open the form or e-file data that contains the Domiciled information. Step 2: Confirm the State value is present Use this when the error says the expected element is missing. Make sure the State field (expected under Domiciled) is filled in. Step 3: Re-validate Use this after updating the required fields. Run validation again to confirm the error is resolved. ❌ Common Errors State field left blank under the Domiciled section. State not mapped correctly in the e-file data being generated. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Full Validation Error: Form MA 1 Error message: The ':CityNm' element is invalid - The value '' is invalid according to its datatype ':CityType' - The Pattern constraint failed. The ':StateAbbreviationCd' element is invalid This guide will help you fix the issue by entering the missing Preparer City and State information. ⚠️ Before You Begin Make sure you have access to the Main Information page so you can update the Preparer details. 📊 Step-by-Step Guide Step 1: Open the Main Information page Use this when you need to update the Preparer details that are causing the validation error. Go to the Main Information page. Step 2: Enter Preparer City and State Use this when the error indicates the City and/or State fields are invalid or missing. Enter the Preparer City and Preparer State in the preparer section. ✅ Success! After you enter the Preparer City and State, the validation error related to :CityNm and :StateAbbreviationCd should be resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Ga 600 S calculating tax in SureFire - Schedule 1, Line 6 calculating in error This is was fixed in Georgia Business Module Version 3.0. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 GA 600S calculating tax on Sch 1 in SureFire 600S is calculating a tax on Schedule 1. 📚 What This Guide Covers This article explains the resolution for the issue where GA 600S is calculating a tax on Schedule 1 in SureFire. ✅ Resolution ✅ Success! This issue was fixed in Georgia Business Module Version 3.0. ⚠️ Before You Begin Please verify you have the latest modules installed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Gambling winnings are not added to NM PIT-RC in SureFire - Line 12 of New Mexico PIT-RC cannot be less than the Federal adjusted gross income. (NM 8) This issue was fixed in Version 3 of the NM Individual Module. 📊 Step-by-Step Guide Step 1: Update to the fixed version Install or update to Version 3 of the NM Individual Module to resolve the issue where gambling winnings are not added to NM PIT-RC and Line 12 cannot be less than the Federal adjusted gross income. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers Georgia credit for taxes paid to another state calculating too low on an individual return in SureFire 2017. Georgia allows a credit for tax paid to another state on income taxable to Georgia and the other state. If the resident state did not include the Georgia wages in the taxable income, then Georgia will not provide a credit for all of the taxes paid on the wages. ⚠️ Before You Begin Review how the resident state treated the Georgia wages: If the resident state did not include the Georgia wages in taxable income, Georgia’s credit may calculate too low. 📊 Step-by-Step Guide Step 1: Confirm Georgia wages were included in the resident state’s taxable income Use this when you need to verify why the Georgia credit may be lower than expected. Georgia will only provide a credit for taxes paid on income that is taxable to both Georgia and the other state. If the resident state did not include the Georgia wages in taxable income, Georgia will not provide a credit for all taxes paid on those wages. Step 2: Understand the impact on the Georgia credit Use this to interpret a “too low” credit result. If the resident state excluded the Georgia wages from taxable income, the Georgia credit may calculate too low because Georgia will not provide a credit for all of the taxes paid on the wages. ❌ Common Errors Credit calculates too low when the resident state did not include the Georgia wages in taxable income. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Guide to Entering 1040 Tax Data (2014) Type of Income and Adjustments to Income entries you can enter in SureFire for a 2014 Form 1040. ⚠️ Before You Begin Use the lists below to match each income or adjustment item to the correct SureFire entry/form/worksheet. 📊 Type of Income W-2 W-2 W-2G (Gambling) W-2G W-2GU (Guam W-2) W-2GU Income from Foreign Employer with no EIN and not reported on W2 FEC (Foreign Employer Compensation) K-1 K-1 P/S (Partnership/S Corp) or K-1 E/T (Estates and Trusts) 1099-R Form 1099-R CSA 1099-R Form 1099-R RRB 1099-R Form 1099-R Substitute 1099-R (Form 4852) F9 on Payer's ID entry of new, blank 1099-R Unemployment compensation, Repayment, Withholding 1099-G Tips not on W-2 Form 4137 Scholarship not on W-2 1040 Wkt 1 Household Employee income not on W-2 1040 Wkt 1 1099-B Stocks, bonds, (box 2) Schedule D or Capital Gain/Loss Worksheet (F9 on Schedule D to open) 1099-DIV Dividends Schedule B or Dividend Statement (F9 in Dividend section on Schedule B to open statement) 1099-INT Interest Income Schedule B or Interest Statement (F9 on Schedule B to open statement) 1099-OID Schedule B: Interest Statement 1099-SSA 1040 Wkt 1 📊 1099-Miscellaneous Link to 1099-Misc from the following lines: Rents F9 on Schedule E, line 3 Royalties F9 on Schedule E, line 4 Prizes F9 on Form 1040, line 21 Fish Boat F9 on Sch. C or CEZ, line 1 Medical Payments F9 on Sch. C or CEZ, line 1 Non-emp Compensation (If self-employed) F9 on Sch. C or CEZ, line 1 Non-emp Compensation (If hobby) F9 on Form 1040, line 21 to 1040 Wkt 7 then F9 from line 2 Substitute Payments F9 on Form 1040, line 21 to 1040 Wkt 7 then F9 from line 2 Crop Insurance F9 on Sch. F, line 8a 1099-MSA Form 8853 Taxable State Refund F9 on 1040, line 10 for worksheet Social Security/RR Tier 1 1040 Wkt 1; carries to 1040 line 20a Lump Sum SS/RRT 1040 Wkt 1; F9 for prior year worksheet Sale of Home Sch D Wkt 2 (bottom) 📊 Adjustments to Income Educator Expenses 1040 Wkt 2 IRA Contributions IRA Worksheet Student Loan Interest Paid 1040 Wkt 2 Tuition Fees as AGI Deduction 1040 Wkt 2 Health Savings Acct Contribution/ Distribution Form 8889 Moving Expense Form 3903 Self-Emp Tax Calculated by SureFire on Sch. SE Self-Emp Health Ins. F9 on Form 1040, line 28 for worksheet SE SEP, SIMPLE and Qualified Plans F9 on Form 1040, line 32 for wkt Penalty on Early Withdra 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers What to do when a client receives Letter 12C related to Form 8863. 🔍 Title: Letter 12C (Form 8863) This guide summarizes the IRS-recommended actions based on how your client’s Letter 12C applies. 📊 Step-by-Step Guide If your client received a Letter 12C related only to issues surrounding Form 8863 (Questions 25–26) and they already responded to that letter, you do not need to take further action at this time. If your client received a Letter 12C related only to issues surrounding Form 8863 (Questions 25–26) and has not yet responded, no further action or response is necessary at this time. If your client has not received a Letter 12C, no further action is necessary at this time. Please note: If your client received a Letter 12C related to issues surrounding Form 8863 (Questions 25–26) as well as other issues, your client should respond to that letter. Please note: If your client received a Letter 12C concerning any issue not related to Form 8863, your client needs to respond to that letter. Remind your clients that the IRS is working to resolve these issues. It may take 4–6 weeks from the date of the notice to issue refunds to affected taxpayers. Encourage them to check Where’s My Refund? on IRS.gov to track refund status; it is updated nightly, so clients only need to check once per day. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Handling Restricted NOLs in Business returns This guide explains what to do when you have a restricted NOL and need to carry it forward on your business return. What you will do: Use the Current-Year NOL Carryover Worksheet - complete the required lines and carryover percentage Complete the Election Explanations form - document why the NOL is restricted and how the percent was reached Complete the Election and Regulation Explanations form each year - ensure the restricted loss carries forward correctly ⚠️ Before You Begin Before you start, make sure you know whether this is your first year or a subsequent year for the restricted NOL carryover. 📊 Step-by-Step Guide Step 1: Go to the correct worksheet location Use this when you need to find where the carryover information is entered. Go to line 29 of the 1120 Pg 1, link to the Current-Year NOL Carryover Worksheet. Step 2: Complete the correct lines based on the year Use this when you need to enter the correct information for first-year vs. prior-year carryovers. If this is the first year, complete Part I, lines B and C. If this is not the first year, complete lines B, C, and possibly D2. Step 3: Enter the carryover percentage for future years Use this when you need to ensure the same percentage is used each following year. Complete the Current Year NOL Carryover Worksheet with the percentage, which is to be used each following year. Step 4: Complete the Election Explanations form Use this when you need to document why the NOL is restricted and how the percent was determined. Complete an Election Explanations form, stating why it is a restricted NOL and how the percent was reached. In order to add the Election Explanations form, select the Add/Display Forms List tab. Type election in the Look For box. Next, open the Election and Regulation Explanations and enter the information. This will check the form off in the Form Tree and be included in the e-file. Step 5: Repeat the Election and Regulation Explanations each year Use this when the restricted loss continues to carry forward into later tax years. Complete the Election and Regulation Explanations form each year that the restricted loss carries forward. ❌ Important Note Note: When preparing Form 1120S or 1065, any NOL will go to the K-1s and therefore to the Shareholders or Partners. Therefore, this solution applies only to Form 1120. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Handling Restricted NOLs in Business Returns in SureFire This guide explains what to do when you have a restricted NOL in business returns, including which worksheet and election forms to complete and when to repeat the process. ⚠️ Before You Begin Make sure you are working in the correct return form and worksheet: Form: 1120 Worksheet reference: Current-Year NOL Carryover Worksheet 📊 Step-by-Step Guide Step 1: Go to the correct line and worksheet Use this when you need to locate where the NOL carryover information is handled. Go to line 29 of the 1120 Pg 1, link to the Current-Year NOL Carryover Worksheet. Step 2: Complete the correct parts based on whether it is the first year Use this when you need to know which lines to fill in for the current year. If this is the first year, complete Part I, lines B and C. If this is not the first year, complete lines B, C, and possibly D2. Step 3: Complete the Current Year NOL Carryover Worksheet Use this when you need to enter the restricted NOL carryover percentage. Complete the Current Year NOL Carryover Worksheet with the percentage, which is to be used each following year. Step 4: Add and complete the Election Explanations form Use this when you need to explain why the NOL is restricted and how the percent was determined. Complete an Election Explanations form, stating why it is a restricted NOL and how the percent was reached. In order to add the Election Explanations form, select the Add/Display Forms List tab. Type election in the Look For box. Next, open the Election and Regulation Explanations and enter the information. This will check the form off in the Form Tree and be included in the e-file. Step 5: Repeat the Election and Regulation Explanations each year Use this when the restricted loss continues to carry forward into future years. Complete the Election and Regulation Explanations form each year that the restricted loss carries forward. ❌ Important Note Note: When preparing Form 1120S or 1065, any NOL will go to the K-1s and therefore to the Shareholders or Partners. Therefore, this solution applies only to Form 1120. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers How to recognize potentially suspicious or fraudulent W-2s and what to do next. ⚠️ Before You Begin Use this guide during the normal tax preparation process—do not alert the taxpayer if you suspect fraud. 📊 Step-by-Step Guide Step 1: Review the W-2 for common red flags Use the checks below as a reference. Common Characteristics of Possible Fraud: 1. Withholding is approximately 25% of the income.   Example: Box 1 is 32,000.00 Box 2 is 8,000.00   2. W-2s look legitimate, but there are typos 3. All are typed -- may even look computer-generated. 4. Filing status is usually Single - but may be HH. 5. Employer names and EINs are always legitimate. 6. These employer names and EINs have been used fraudulently   Dallas County Hospital District AAA of TX LLC Dallas Market Center Pacific West Management LTD Financial Stein Mart (Jacksonville, FL)     7. Taxpayer address on W-2 does not match the address on Driver's License or ID 8. The taxpayer will offer a phone number to verify employment What to do:   Consider any W-2 on which the withhold seems excessively high to be suspicious. Be sure to record the taxpayer's address from the Driver's license. If a copy machine is available, make a copy of the Driver's License and Social Security Card. Do not alert the taxpayer that you are suspicious. Complete the return in the normal manner. Write down the phone number for employer verification that the customer gives you. You may call and verify while the client is there. Do not put the return in for processing. Give it to your office manager or owner.   📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Has SureFire been updated for the Unemployment Compensation Exclusion? (TW20) Yes, the change is already in SureFire. The UCE appears on Sch 1 line 8 after entering unemployment wages on Form 1099-G. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Health Coverage Tax Credit: Dependent & Form 8885 This guide explains an important rule when working with the Health Coverage Tax Credit (Form 8885). ⚠️ Before You Begin Before you calculate this credit, confirm you have the correct tax documents for your situation—especially information related to Form 8885. 📊 Step-by-Step Guide Step 1: Confirm the taxpayer is not claimed as a dependent You cannot claim the taxpayer as a dependent on another person's tax return. Step 2: Use Form 8885 to figure the credit amount When figuring the amount of your client’s health coverage credits (if any), use Form 8885 for the correct calculations. ❌ Common Errors ❌ Common Errors One common mistake is calculating or claiming the credit without following the dependency rule or without using the correct form (Form 8885). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Health Coverage Tax Credit This article explains an important rule for the Health Coverage Tax Credit and where to find more information. ⚠️ Before You Begin Keep this in mind when working with this credit: The taxpayer cannot be claimed as a dependent on another person's tax return. 📊 Important Notes Use this when you need to understand eligibility and how to calculate the credit amount. The taxpayer cannot be claimed as a dependent on another person's tax return. See the instructions for Form 8885 for more information on this credit. When figuring the amount of your clients' health coverage credits, if any, use Form 8885. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Health Savings Accounts If you currently have an Archer Medical Savings Account, you can roll it into a Health Savings Account tax-free. 📚 What This Guide Covers This article explains: How rolling over an Archer Medical Savings Account works (tax-free) Key benefits of Health Savings Accounts Eligibility requirements to qualify Contribution deadline for each tax year ✅ Benefits of Health Savings Accounts Interest or other earnings are tax free You can claim a tax deduction for contributions you make even if you do not itemize Distributions may be tax-free if you pay qualified medical expenses Contributions remain in your account until you use them The plan stays with you if you change employers or leave the work force ⚠️ To Qualify, You Must Meet the Following Requirements You are an employee (or spouse of an employee) of an employer who maintains a High Deductible Health Plan. You are self-employed (or a spouse of someone self-employed) who maintains a High Deductible Health Plan. You have no other health insurance or Medicare coverage except what is permitted. Contribution timing: You can make contributions to your Health Savings Account for a given year up until the income tax filing deadline in April of the following year. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 HoH Due Diligence form: taxpayer not eligible This guide explains what to check when your Head of Household Due Diligence form indicates the taxpayer is not eligible. ⚠️ Before You Begin Review the questions and the Household Maintenance section on your worksheet before making any changes. 📊 Step-by-Step Guide Step 1: Confirm the worksheet answers Use this to verify eligibility factors. First, make sure the answers to the questions at the top of the page are correct. The answers to these questions help determine if the taxpayer qualifies for the Head of Household filing status. You need to be sure that the amounts in the Household Maintenance section have been completed, in order to get the Head of Household Due Diligence form to be calculated. The amount provided by the taxpayer must be over 50% of the total maintenance in order to qualify for the Head of Household filing status. If you have completely filled out this worksheet, but the program calculates that the taxpayer is not eligible, see the IRS Form 1040 instructions or IRS Publication 17 for the rules on using the Head of Household filing status. This form is designed for your protection, to be sure that the taxpayer qualifies as the Head of Household. It is not a required IRS form, but we advise using it, to show you made sure a client is actually eligible for this filing status. Note: This form is not e-filed with the return. ❌ Common Errors If the form still indicates the taxpayer is not eligible, double-check the Household Maintenance amounts and the eligibility questions at the top of the worksheet. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How can I add preparer fees to return if there is no federal refund? If there is no federal refund, you will not be able to add preparer fees to the return in the software. In this situation, the customer will need to collect the fees directly from the taxpayer. ⚠️ Before You Begin Key point: When there is no federal refund available, preparer fees cannot be added to the return. 🧾 What You Need to Do Step 1: Confirm there is no federal refund If the return has no federal refund, the system will not allow preparer fees to be added to the return. Step 2: Collect the fees from the taxpayer Because the fees can’t be added to the return without a federal refund, the customer will need to collect the fees from the taxpayer. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How can I change Direct Debit payment information for a State Return? This document includes all state provided information for TAXPAYERS who may need to change their Direct Debit payment information for return and/or extensions and/or estimated payments. Note:Please read your state section CAREFU ⚠️ Before You Begin Please follow the instructions for your specific state below. Direct Debit changes may have deadlines and may require canceling and rescheduling rather than automatic updates. 📊 State Instructions Alabama Use this when you need to reschedule or cancel a scheduled Alabama Income Tax or Business Privilege Tax payment. Taxpayers that scheduled their Income Tax (IIT, BIT, PTE, FDT) or Business Privilege Tax payment due 4/15/2020 when they e-filed their return can now reschedule or cancel that payment. This option is only for payments scheduled through MeF. The direct link to the new web request will be https://myalabamataxes.alabama.gov/?link=delaypayment Or they can go to My Alabama Taxes and click on the Delay Pending MeF Payment under the Quick Payments link. If they scheduled a payment by credit card or debit card, they should contact the card processor to cancel the card payment. If the payment was scheduled through My Alabama Taxes (MAT), they may be able to modify or cancel the scheduled payment by logging back into their MAT account: https://myalabamataxes.alabama.gov/_/. If the estimate payment was scheduled through Alabama Interactive, they can log back in to cancel the payment. At this time the payment date cannot be updated past April 15th, we are working with Alabama Interactive to update the system to allow the Extension and Estimate payments to be rescheduled to July 15th. California Use this when you scheduled a payment for 4/15/2020 through your bank account and need to cancel or reschedule. Will my scheduled payment automatically be rescheduled to the tax deadline? Scenario: You e-filed your 2019 personal income tax return. You scheduled a payment for 4/15/2020 through your bank account. Will your payment be automatically rescheduled to the new tax payment due date, 7/15/2020? Answer: No, your payment will not be automatically rescheduled to 7/15/2020. Unless you cancel it, the payment will still be processed on the scheduled payment date. To cancel the payment, contact us: Phone e-file Help Desk (916) 845-0353 Weekdays, 8 AM to 5 PM You must cancel your payment at least 2 business days before your scheduled payment. If your scheduled payment is on April 15, you must cancel the payment by April 13. We suggest you call us even sooner to cancel your payment. Visit Pay by bank account (Web Pay) to reschedule your payment. If you have a MyFTB account, you can also log in and make a bank account payment through Web Pay. Note: If you meet the mandatory e-payment requirement, you must pay electronically. For more information please visithttps://www.ftb.ca.gov/about-ftb/newsroom/covid-19/help-with-covid-19.html Colorado Use this when you want to cancel currently scheduled direct debit payments to take advantage of the deadline extension. Coloradans wishing to cancel their currently scheduled direct debit payments in order to take advantage of the deadline extension can do so by emailing the Colorado Department of Revenue at DOR_TaxpayerService@state.co.us. For expedited processing, taxpayers should put Request Cancellation of Direct Debit Payment in the subject line of the email. Once a payment is cancelled, it cannot be rescheduled through filing software, and a taxpayer must pay by the extended due date using another method to avoid penalty and interest.Please submit all payment cancellation requests no later than 5:00 PM, Monday, April 13th, 2020. Note: Please visit www.Colorado.gov/Tax/COVID-19-Updates for more information. Maryland Use this when you need to cancel/change Direct Debit dates on already filed returns. Individual and Business taxpayers can cancel/change Direct Debit dates up to July 15, 2020 on already filed returns. Email the request to : TAXPAYERRELIEF@marylandtaxes.gov or efil@marylandtaxes.gov. Minnesota Use this when you are a tax professional or an individual looking for the Make a Payment link for Direct Debit. For tax Professionals you will find the language on the landing page in the middle of COVID updates with a link to see Make a Payment. https://www.revenue.state.mn.us/tax-professionals You will also find the Make a Payment link from the individuals landing page: https://www.revenue.state.mn.us/individuals On the Make a Payment landing page, expand Direct Debit (Electronically Filed Returns) New York Use this when you scheduled a return, extension, or estimated tax payment due on April 15, 2020. Individuals, fiduciaries, and corporations https://www.tax.ny.gov/press/alerts/nys-tax-response-to-covid-19.htm Individuals, fiduciaries, and corporations If you already scheduled your return, extension, or estimated tax payment due on April 15, 2020, your direct debit payment will not be automatically rescheduled to occur on July 15, 2020. You must cancel and schedule a new direct debit payment. If you have been directly impacted by the novel coronavirus (COVID-19) outbreak and you are unable to make your regularly scheduled payments to the Tax Department, please contact us at 518-457-5434 during regular business hoursMonday through Friday, 8:30 a.m.4:30 p.m. For faster service, please have your Social Security number or employer identification number (EIN) available when you call. Our representatives can assist you with the following payment issues related to existing bills: installment payment agreement (IPA) payments, income execution payments, and other collection-related matters. Scheduling a new payment Individuals and fiduciaries Available now for personal income tax:To schedule a new payment for a later date, seeHow to submit a payment. Corporations Available soon:Select a new payment for a date up to and including July 15, 2020. Please bookmark this page for instructions when they are available. North Dakota Use this when your debit date was scheduled for April 15 and you need to adjust payment timing. The payment date for cannot be adjusted for taxpayers who have submitted a return/payment with a debit date scheduled for April 15 as the payment hasnt posted yet. There are two options available for the taxpayer: Leave the payment option as is and the payment will be debited on on April 15, 2020. Call the Office of State Tax Commissioner at 701-328-1247 to cancel the current payment. Note: It is the taxpayers responsibility to use another method to pay by July 15 without penalties. Go towww.nd.gov/tax/paymentfor payment options. Ohio Use this when you want to cancel or reschedule a future dated tax payment. Taxpayers can cancel or reschedule a future dated tax payment via Online Servicesas long as the payment is in a "Pending Status"" by using the steps below. To cancel a payment in Pending status 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How can I enter Railroad Tier 1 benefits in 2015 SureFire? You can link from line 20a of the 1040 to the 1040 Worksheet 1. Use F1 help while on the worksheet for specific instructions. 📊 Step-by-Step Guide Step 1: Link from the 1040 to the worksheet You can link from line 20a of the 1040 to the 1040 Worksheet 1. Step 2: Use F1 help for details Use F1 help while on the worksheet for specific instructions. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How can I find IRS Tax Year 2020 Efiling Accepted Forms and Schedules? This guide shows you where to find the IRS Tax Year 2020 accepted forms and schedules for: Individual Tax Returns Extensions Use the IRS link below to view the accepted forms and schedules. 📊 IRS Link for Tax Year 2020 Accepted Forms and Schedules Click the IRS page to access the Tax Year 2020 modernized e-file schemas and business rules for individual tax returns and extensions. Tax Year 2020 Accepted Forms and Schedules for Individual Tax Returns and Extensions :https://www.irs.gov/e-file-providers/tax-year-2020-modernized-e-file-schemas-and-business-rules-for-individual-tax-returns-and-extensions 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How can I locate returns with Form 8962 in SureFire? This guide explains what SureFire can and cannot report for Form 8962, and how to locate the information going forward. ❌ Important Note Unfortunately, SureFire does not have a report to run that will contain Form 8962. 📊 Step-by-Step Guide Step 1: Plan for new returns Use this when you need to locate Form 8962-related information for new returns. Going forward for new returns, you can add the Prep Use form to returns then run a report based on entries on the Prep Use form. Step 2: Understand what will appear on the report Use this so you know what to expect when you run the report. Only the answer would appear on the report. Step 3: Use the correct question wording Use this when setting up the question in the Prep Use form. The question could be posed as "No Insurance"". In the Answer column 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How can I obtain the New York Tax Preparer Identification Number (NYTPRIN) number for e-filing? This guide explains how to get your New York Tax Preparer Identification Number (NYTPRIN) so you can e-file. ⚠️ Before You Begin Have the Tax Preparer Registration Unit contact information ready so you can request your NYTPRIN for e-filing. 📊 Step-by-Step Guide Step 1: Contact the Tax Preparer Registration Unit Use this when you need to obtain your NYTPRIN for e-filing. Contact the Tax Preparer Registration Unit to obtain your New York Tax Preparer Identification Number (NYTPRIN) number for e-filing at (518) 457-1929. Step 2: Review related registration and education information Use this to find additional context about preparer requirements. Tax preparer and facilitator registration and continuing education 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How can I print a Sch C that did not print with the return? While on the Sch C, click the Print Form button to print it out. 📊 Step-by-Step Guide Step 1: Open the Sch C Use this when you need to access the Sch C screen. Step 2: Print the Sch C form Use this when you need to print the Sch C even if it did not print with the return. While on the Sch C, click the Print Form button to print it out. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How can I stop a scheduled automatic estimated payment for a 1040-Individual return? To request a temporary delay of the collection process or to discuss your other payment options, contact the IRS at 1-800-829-1040. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How come I am getting a Penalty for No health insurance? For plan years through 2018, if you can afford health insurance but choose not to buy it, you may pay a fee called the individual Shared Responsibility Payment. (The fee is sometimes called the "penalty ⚠️ Before You Begin This article explains why you may see a penalty for not having health insurance for plan years through 2018. 📊 What This Means for 2018 and Earlier Use this when you need to understand why a penalty may appear. For plan years through 2018, if you can afford health insurance but choose not to buy it, you may pay a fee called the individual Shared Responsibility Payment. This fee is sometimes called the "penalty". 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I access Form 990EZ in SureFire? This guide shows you how to access Form 990EZ after opening your Form 990 return file. ⚠️ Before You Begin Make sure you have your Form 990 return file opened in SureFire. 📊 Step-by-Step Guide Step 1: Open your Form 990 return file Use this when you need to access the correct Form 990EZ selection. After opening the Form 990 return file, continue to the next step. Step 2: Select the correct option on Main Info Use this when you need to choose the correct type of exempt organization. Make the applicable selection on the Main Info form under the section "Type of exempt organization". 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I access the Vehicle Expense Worksheet in SureFire? The Vehicle Worksheet can be accessed from your Schedule C. 📊 Step-by-Step Guide Step 1: Open Schedule C Use this when you need to locate the Vehicle Expense Worksheet from your Schedule C. Step 2: Press F9 on line 9 of Schedule C Press F9 on line 9 of Sch C to access the Vehicle Worksheet. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I activate Form 8995-A for a patron in a 1040 return in SureFire? Note: Form 8995 is checked off instead of the 8995A. The filers are patrons. ⚠️ Before You Begin Make sure you are working in the correct 1040 return for the patron. 📊 Step-by-Step Guide Step 1: Open Form 8995-A Use this to access the correct form so you can select the patron option. Go to Form 8995-A. Step 2: Check the patron box in column e Use this to ensure SureFire activates the patron-specific 8995-A treatment. In column e for the trade, business, or aggregation name, check the box for "Check if patron". 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I add a bank product to a state return? Cannot add to state need to send with federal return. State will mail clients refunds 🧩 What This Means In this situation, you do not add the bank product directly to the state return. Instead, it must be sent with the federal return. ❌ Important Note Cannot add to state need to send with federal return. State will mail clients refunds 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I add a Rental Worksheet in a 1040 return using SureFire? This guide walks you through adding a Rental Worksheet in a 1040 return using SureFire. ⚠️ Before You Begin Make sure you are working in your 1040 return and are ready to navigate to the Schedule E page. 📊 Step-by-Step Guide Step 1: Go to Schedule E Page 1 Use this when you need to open the correct section of the return. Go To Sch E Pg 1. Step 2: Press F9 on line 1A or 1B Use this to open the worksheet options for the rental section. Press F9 on line 1A or 1B. Step 3: Select New Rental Wkt. Use this to create a new rental worksheet. Select New Rental Wkt. Step 4: Click OK Use this to confirm and add the worksheet. Click OK. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I add a second 8962 in SureFire? This guide explains the rule for Form 8962 in SureFire. ⚠️ Before You Begin Only one Form 8962 per taxpayer (return file). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I add a state to my 1040 return in SureFire? This guide shows you how to add a state to your 1040 return in SureFire. ⚠️ Before You Begin Make sure you are working inside your 1040 return. 📊 Step-by-Step Guide Step 1: Open the Main Information page Use this when you need to navigate to the correct area of your return. Go to the Main Information page in your return. Step 2: Find the State Information section Use this to locate where you enter state details. Scroll down to the State Information section. Step 3: Enter your state details Use this to add the correct state type for your situation. If full year resident, put the state abbreviation in the box provided. There are also boxes for Part Year and Non-Resident states. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I add a W2G in SureFire 2019? This guide shows you how to add a W2G in SureFire 2019. 📊 Step-by-Step Guide Step 1: Navigate to Sch A Use this when you need to find the correct section to add your W2G. Go to Sch A. Step 2: Scroll to the correct line Use this to locate the spot where the W2G should be added. Scroll down to line 16. Step 3: Use F9 on the amount box Use this to open the option to add a new form. F9 on the amount box. Step 4: Add the new form W2G Use this to insert the W2G form into your return. Add a new form W2G. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How Do I Add Additional Dependents in SureFire? This guide shows you how to add additional dependents in SureFire using Form 1040 Page 1. ⚠️ Before You Begin Make sure you are working in your Form 1040 return. 📊 Step-by-Step Guide Step 1: Open Form 1040 Page 1 Use this when you need to navigate to the correct screen. Go to Form 1040 Pg1. Step 2: Select the first dependent name Use this to start the additional dependents entry from Line 6c. InLine 6c, select the first dependent name. Step 3: Press F9 Use this to open the options for Line 6c. Press F9. Step 4: Choose the additional dependents option Use this to access the screen specifically for additional dependents. Select Addls Deps - Form 1040 Line 6c. Step 5: Enter your additional dependents Use this to complete the additional dependents information. Enter additional dependents. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I add additional lines to Sch E when using SureFire? This guide shows you how to add a second copy of Schedule E in SureFire. ⚠️ Before You Begin Make sure you are in the correct return and ready to add another Schedule E form. 📊 Step-by-Step Guide Step 1: Open the Add Form/Display Form List Use this when you need to start adding another Schedule E form. Click the Add Form/Display Form List tab, or press CTRL+F10. Step 2: Find the duplicate Schedule E form Use this when you need to locate the duplicate Schedule E option. In the Look for box, type Sch E dup, and then click Open. ✅ Success! You have added a second copy of Schedule E. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I add additional Nonresident states on the Main Info Sheet of a 1040 return in SureFire? This guide explains how SureFire handles nonresident states on a 1040 return, including when additional worksheets are used and how to complete and e-file the state returns. ⚠️ Before You Begin There are fields for five different nonresident states. All nonresident states apply to the taxpayer, or if filing jointly, taxpayer and spouse. 📊 Step-by-Step Guide Step 1: Designate your nonresident state(s) Use this when you need to set up nonresident states so SureFire can calculate the correct worksheet amounts. When you designate a nonresident state, SureFire automatically loads the Resident/Nonresident Worksheet (RES/NR Wkt) into the return. Information calculates to this worksheet automatically. The RES/NR Wkt handles the first two nonresident states. If there are more than two, the Additional RES/NR Wkt loads to handle up to three more nonresident states. Step 2: Review and adjust the worksheet after completing the federal return Use this to ensure the worksheet amounts are correct between resident and nonresident states (and between taxpayer and spouse if filing jointly). After completing the federal return, review the worksheet and make any adjustments needed between resident and nonresident states or between taxpayer and spouse. SureFire calculates the adjusted amounts to the state forms. Step 3: Enter state abbreviations on the Main Information Sheet Use this to make sure the correct state forms appear in the Tree. After you enter state abbreviations on the Main Information Sheet the state forms should appear in the Tree. If you do not have the state software installed you are prompted to download the state software or purchase it using Pay-Per-Return. Step 4: Complete the Federal return and add income for all states Use this to ensure the state returns have the income needed for each state. Complete the Federal return and add the income (i.e....W-2) for all states for the taxpayer. Step 5: Add and complete the first set of state returns Use this when you have multiple states and need to e-file them in sets. Add and complete the first set of state returns. Step 6: Create the e-file(s) and submit Use this to submit the first group of state returns. Create the e-file(s) and submit. Step 7: After approval, re-open the return and remove already e-filed states Use this to prevent duplicate e-filing when you move on to remaining states. Once that set of tax returns has been approved, re-open the return, thenremove the states already e-filed. Step 8: Add and complete the remaining state returns that need to be e-filed Use this to finish the rest of the states after the first set is approved. Add and complete the remaining state returns that need to be e-filed. Step 9: Create the e-file and submit the remaining states Use this to submit the remaining state returns. Create the e-file and submit the remaining states. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I add an OH W2 for every Federal W2 in the 1040 individual return in SureFire? This guide explains how to add an Ohio (OH) W2 to a 1040 individual return for each Federal W2, depending on whether you are using the SureFire Install version or the SureFire Web version. ⚠️ Before You Begin Make sure you have the 1040 individual return open in SureFire, and that you are ready to attach the OH W2 form(s) to the return. 🧩 Step-by-Step Guide SureFire Install Version Use this when you need to attach the OH W2 to the return from the Ohio W2 screen. Open the Ohio W2. Click the Copy OH W2 tab to attach the OH W2 to the return. SureFire Web Version Use this when you need to add a form to an open return in the web version. To add a form to an open return, use the following steps: Click the Add button Image: add a form button in the Loaded Forms. Do one of the following: Enter the form name OH W2 in the Search For box. Or click Show all forms and scroll through the list to find the form. Click the Add button Image: add form button to the left of the form. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I add continuation sheet to 8965 - Part I - Marketplace - Granted Coverage Exemptions for Individuals in a 1040 return using SureFire? This guide shows you how to add the continuation sheet for Form 8965 - Part I in a 1040 return using SureFire. ⚠️ Before You Begin Make sure you are working in the correct 1040 return and that Form 8965 is available in your return. 📊 Step-by-Step Guide Step 1: Open Form 8965 Use this when you need to access the Health Coverage Exemptions form. Go to Form 8965 - Health Coverage Exemptions. Step 2: Open the Add Form/Display Form List Use this when you need to add the continuation sheet form. Click the Add Form/Display Form List (CTRL+F10) tab. Step 3: Find the correct shortcut Use this when you need to locate the continuation sheet entry. Click the Shortcut column header. Step 4: Search for the continuation sheet Use this when you need to quickly locate the correct form duplication. In the Look for box, enter 8965 Dup. Step 5: Open the highlighted item Use this to add the continuation sheet to your return. With the 8965 Dup highlighted, click Open. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I add Form 1120-F in SureFire? 1120-F is in the Miscellaneous package. ⚠️ Before You Begin You will need to start the return from the Miscellaneous package and be prepared to print and mail the return. 📊 Step-by-Step Guide Step 1: Change to the Miscellaneous package Use this to make sure Form 1120-F is available. Click on Change Package and select the Miscellaneous package. Step 2: Start the return with the EIN Use this to begin the correct return. Then you will start a return with the EIN. Step 3: Print and mail the return Use this to complete filing. The return will have to be printed and mailed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I add more forms of Form 8938 in SureFire? This guide shows you how to add more forms of Form 8938 in SureFire. ⚠️ Before You Begin Make sure you are in the correct SureFire page where you can add forms. 📊 Step-by-Step Guide Step 1: Open the Add Form option Use this when you need to start adding a new form. At the top of the page, click Add Form/Display Form List or press Ctrl + F10. Step 2: Search for the duplicate Form 8938 Use this when you need to find the correct form to add. In the Look for box type in 8938Dup. Step 3: Open the form Use this to load the form after searching. Click Open. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I add more than four dependents to a return in SureFire? This guide shows you how to add more than four dependents to a return in SureFire. ⚠️ Before You Begin Make sure you are working in the correct return and can access Form 1040. 📊 Step-by-Step Guide Step 1: Open Form 1040 (Page 1) Use this when you need to navigate to the dependents section. Go to Form 1040 pg 1. Step 2: Link to the additional dependents section Use this when you need to add more dependents than the initial fields allow. In Online 6c Dependents First Name, press F9 to link to a New Addl Deps - Form 1040 Line 6c statement. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I add more than one form 2555 in SureFire? This guide explains how to duplicate Form 2555 so you can add more than one instance in your return. ⚠️ Before You Begin Note: The preparer will need to file a paper return if they intend to file more than one form 2555. 📊 Step-by-Step Guide Step 1: Locate Form 2555 Use this when you need to find the form you want to duplicate. Inside the return, find form 2555 on the form list and select it. Step 2: Copy the Form Use this when you need to create an additional copy of the same form. Right click from 2555. Click 'copy this form'. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I add more than three rental properties on Schedule E in a 1040 return using SureFire? After entering the information for the first three rental properties on Schedule E, you'll need to add Schedule E Duplicate to include information for any subsequent properties. ⚠️ Before You Begin Make sure you have already entered the information for the first three rental properties on Schedule E. 📊 Step-by-Step Guide Step 1: Open the form list Use this when you need to access the Schedule E Duplicate form. Click the Add Form/Display Form List (Ctrl+F10) tab. Step 2: Find Schedule E Duplicate Use this when you need to locate the correct duplicate form. Click the Shortcut column header. In the Look For box, enter E Dup. WithSch E Dup highlighted, clickOpen. Step 3: Add additional copies if needed Use this when you need to enter more than three additional rental properties. Up to three properties can be entered on Schedule E Duplicate. If information for more properties needs to be entered, click the Copy Sch E Du (Shift+F10) tab to add another copy of Schedule E Duplicate to accommodate the information for the additional properties. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I add Protection Plus to a Form 1040 return when using SureFire? Protection Plus is located on the Main Info sheet in a Form 1040 return and also in the bank application. You only need to check the box in one location to indicate that the taxpayer needs Protection Plus. Please see the steps below for when you should check the box in the main information and when to check the box if Bank Product/Refunds Transfer is included in the return. (If you complete both, you will get a check return error.) ⚠️ Before You Begin You should: Check the Protection Plus box in only one location (either the Main Info sheet or the bank application). Avoid completing both, because it will cause a check return error. 📊 Step-by-Step Guide Step 1: If the return does NOT contain a bank product/Refund Transfer Product Use this when the return does not include a bank product/Refund Transfer Product. Go to the Main Information sheet in the Form 1040. Look for the heading Protection Plus. Click the link for the online enrollment and register. You can also click the link to learn more about the Protection Plus Program. Click the link to access the user agreement. Check the box for user agreement to indicate that the taxpayer wants Protection Plus. Collect the $44.95 fee from the Taxpayer. Note: If the taxpayer is paying for the return using Fee Collect, use the steps above. The preparer must collect the $44.95 fee from the Taxpayer. Step 2: If the return HAS a Bank Product/Refund Transfer Product Use this when the return includes a Bank Product/Refund Transfer Product. If the return has a Bank Product/Refund Transfer Product, the Protection Plus user agreement and the box to check will be included on the bank application forms. Go to the Main Information sheet in the Form 1040. Look for the heading Protection Plus. Click the link for the online enrollment and register. You can also click the link to learn more about the Protection Plus Program. Go to the bank application and locate the section for Protection Plus. Check the box for user agreement to indicate that the taxpayer wants Protection Plus. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I add state forms to business returns (1120? You can add your states by selecting "Yes" on the respective business forms (1120. 📊 Step-by-Step Guide Step 1: Open the 1120 business form Use this when you need to access the form where state forms can be added. Step 2: Select "Yes" for state forms On the respective business forms (1120), choose "Yes" to add your states. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I add the 1099Q worksheet to a 1040 return in SureFire? This guide explains how to report 1099Q taxable income in SureFire when Form 1099Q is not available as a worksheet. ⚠️ Before You Begin Currently, SureFire does not have Form 1099Q. You will report the taxable income on Sch 1 line 8. 📊 Step-by-Step Guide Step 1: Navigate to Sch 1 Line 8 (Other Income) Use this when you need to enter the 1099Q taxable amount as Other Income. Go to Sch 1 Line 8 - Other Income. Step 2: Link to the 1040 worksheet Use this to connect the entry to the correct 1040 worksheet. Hit the (F9) and link to 1040 wkt 7. Step 3: Enter the 1099Q description and taxable amount Use this to document the income source and enter the taxable amount. Go to line 17, type 1099Q as a description, and enter the taxable amount. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How Do I Add the Additional Prior Year NOL Worksheet in a CA 1120 return using SureFire 2016? At this time, SureFire does not offer this form. We will look into adding this form in a future release of SureFire. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I add the Form MI 1040CR - Michigan Homestead Property Tax Credit Claim in SureFire? This guide shows you how to add the Form MI 1040CR - Michigan Homestead Property Tax Credit Claim in SureFire. ⚠️ Before You Begin Make sure you are in the correct client return and can access the Main Information Sheet and State Information. 📊 Step-by-Step Guide Step 1: Open the Main Information Sheet Use this when you need to access the state setup options. Go to the Main Information Sheet. Step 2: Enter MI on State Information Use this to select Michigan for the return. On State Information, enter MI. Step 3: Choose the correct state type Use this to indicate whether the return is full-year, part-year, or nonresident. Enter in State abbreviation code, on Full year, Part-year, or Nonresident states. Step 4: Confirm the form appears in the Forms Tree Use this to verify the Michigan credit forms were generated. SureFire will display the MI CR Pg1-3 forms on the Forms Tree. ✅ Success! You should now see the MI CR Pg1-3 forms in the Forms Tree. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I allocate amounts between taxpayer and spouse on form 8582 for the same activity in an individual return in SureFire? If you want the income to be divided up on form 8582 by activity, then you will want to complete a separate worksheet for each activity. 📊 Step-by-Step Guide Step 1: Create a separate worksheet for each activity Use this when you need to split income between taxpayer and spouse by activity. If you want the income to be divided up on form 8582 by activity, then you will want to complete a separate worksheet for each activity. Step 2: Create separate input worksheets for taxpayer and spouse (per activity) Use this when your data is coming from an input source like a K-1. Example: If information is coming from a K-1 Input, you would need to create two K-1 input worksheets, one for taxpayer and one for spouse for each activity so they flow to their own 8582 instead of flowing as a bulk amount. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I allocate Schedule C income to multiple states in SureFire? To correctly allocate Schedule C income between your clients' resident state and other, nonresident states, you will use the Resident/Nonresident Worksheet and then override the appropriate fields on the Sch C. ⚠️ Before You Begin Make sure you know which states are: The client’s resident state Other nonresident states 📊 Step-by-Step Guide Step 1: Open the Resident/Nonresident Worksheet Use this when you need to allocate income between resident and nonresident states. Navigate to the Resident/Nonresident Worksheet. Step 2: Override the appropriate fields on the Sch C Use this when you need to ensure Schedule C income is assigned to the correct states. After opening the Resident/Nonresident Worksheet, override the appropriate fields on the Sch C to correctly allocate the Schedule C income between the client’s resident state and other, nonresident states. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I allocate taxes paid to other states for OH and IN in SureFire? Question: How do I allocate taxes paid to other state in SureFire live in OH, income from IN. ⚠️ Before You Begin Make sure you are working in the OH CREDS section so you can enter the Resident Credit information. 📊 Step-by-Step Guide Step 1: Open the OH CREDS page Use this when you need to enter the Resident Credit details for taxes paid to another state. Go to OH CREDS Pg 2. Step 2: Complete the Resident Credit line 28–32 Use this when you need to allocate taxes paid to another state (OH resident credit for IN income). On Resident Credit, lines 28 - 32 must be filled out. ✅ Success! Once OH CREDS Pg 2 Resident Credit lines 28 - 32 are completed, your taxes paid to the other state should be properly allocated for OH with IN income. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I amend a 1040 Ohio state return in SureFire? This guide shows you how to amend your Ohio 1040 state return in SureFire. ⚠️ Before You Begin Make sure you have the information needed to update your amended return. 📊 Step-by-Step Guide Step 1: Go to the Ohio 1040 page 1 Use this when you need to access the correct form section to start the amendment process. Go to OH 1040 pg 1. Step 2: Select Yes for amended return Use this to tell SureFire you are filing an amended return. Select Yes for Are you filing an amended return? Step 3: Check the override box for amended returns Use this to ensure SureFire overrides the necessary entries for amended returns. Select the check box for Check this box to override all necessary entries for amended returns. Step 4: Make the needed changes Use this to update the return with the corrected information. Make the needed changes to the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I amend a 1040 return in SureFire? This guide shows you how to amend a federal Form 1040 return in SureFire, including what to do before you make changes and how to e-file the amended return. ⚠️ Before You Begin Before changing the return, you should print a copy of the original return for your records if you have not done so already. 📊 Step-by-Step Guide Step 1: Open the return in SureFire Use this when you need to access the return you want to amend. Open the return in SureFire. Step 2: Select 1040X Use this to switch from the original return to the amended return form. Select 1040X from the forms list. Note: SureFire will display a confirmation dialog box. Click Yes. SureFire opens Form 1040X, the amended return.   Step 3: Override the original refund or balance due (federal) Use this when you need to ensure the amended return overrides the original refund or balance due. Before making any changes to the federal or state return, do the following: Open Form 1040X. Select the check box located above Line 1 to override the original refund or balance due. Note: When you select the check box, SureFire overrides certain fields on this form containing information from the original federal return so that they will not change. Step 4: If amending the state return, override there too Use this when you are also amending the state return and the state has a similar amend form. If you are also amending the state return and the state has a similar amend form, you must select a similar check box on the state amend form. Step 5: Make the necessary changes to the federal return Use this to update filing status, dependents, and any other required federal changes. Next, make the necessary changes to the federal return: If you need to change the filing status or dependent information, do so on the Main Information Sheet. Add, remove, or change forms from the return as needed. SureFire calculates the revised information to Form 1040X and the state amend form. Make changes directly on state forms only if necessary. Step 6: If e-filing, run diagnostics and create the amended e-file Use this when you want to e-file the amended return. If e-filng the return do the following: Run Diagnostics, in the diagnostics forms to be e-filed you will see the Amended Individual Page 1 and 2. Click E-File, you will see the prompt Electronic return is created and stored on disk, click OK. Close the return. Step 7: Send the amended federal/state returns Use this to transmit the amended return to the appropriate agency. Go to Communications, click Send Federal/State Returns to. Select the return to file , the amended file will appear under the column Agency ID as IRS AX( AX being amended). Then click Send.           📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I amend a Kentucky individual return in SureFire? This guide shows you how to amend a Kentucky individual return in SureFire. ⚠️ Before You Begin Make sure you are working with the Kentucky return form that needs to be amended. 📊 Step-by-Step Guide Step 1: Open the correct form Use this when you need to... Go to Form KY 740 Pg 1. Step 2: Mark the return as amended Use this when you need to... At the top of the page, mark the box that says, "Check if this is an amended return"". Step 3: Continue Use this when you need to... Next 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I amend a Mississippi 1040 state return in SureFire? This guide explains how to amend a Mississippi 1040 state return in SureFire. ⚠️ Before You Begin Make sure you are working on the Mississippi Resident Individual Income Tax form (Form MS 105) and that you are ready to mark the return as amended. 📊 Step-by-Step Guide Step 1: Open the correct Mississippi form Use this when you need to access the amendment options for the correct form. Go to Form MS 105 Pg1 - Mississippi Resident Individual Income Tax. Step 2: Check the amended return box Use this when you need to indicate that the return is an amendment. Select the check box If you are filling and amended return, check this box. Step 3: Override entries for amended returns Use this when you need to override necessary entries for amended returns. Select the check box Check this box to override all necessary entries for amended returns.               📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I amend a NC D-400 (individual) return in SureFire? This guide shows you how to mark an NC D-400 (individual) return as an amended return in SureFire. ⚠️ Before You Begin You will need to have the NC D-400 (individual) return open in SureFire. 📊 Step-by-Step Guide Step 1: Mark the return as amended Use this when you need to amend an NC D-400 (individual) return. Go to page 1 of the NC D-400. There is a box below the address that you check if this is an amended return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to amend a return that has a bank product or fee collect application using SureFire This guide explains how to amend a return in SureFire when the original return included a bank product or a fee collect application. ⚠️ Before You Begin You will need to update your SureFire program to version 35.04. Important: Before changing the return, you should print a copy of the original return for your records if you have not done so already. 📊 Step-by-Step Guide Step 1: Update SureFire and open the return Use this when you need to make sure you are using the correct program version. You will need to update your SureFire program to version 35.04. Open the return in SureFire. Step 2: Select the amended return form Use this when you are converting the return to an amendment. Select 1040X from the forms list. SureFire displays the following confirmation box Click Yes. SureFire opens Form 1040X.   Step 3: Override the original refund or balance due (federal) Use this before changing the return so SureFire locks certain original fields. Before making any changes to the federal or state return, do the following: Open Form 1040X and select the check box located above line 1 to override the original refund or balance due. When you select the check box, SureFire overrides certain fields on this form containing information from the original federal return so that they will not change. Step 4: Override the original refund or balance due (state, if applicable) Use this if you are also amending the state return. If you are also amending the state return and the state has a similar amended form, you must select a similar check box on the state amended form. Step 5: Remove the bank applications or fee collect Use this to remove the bank product or fee collect from the return. Remove the bank applications or fee collect by doing the following: Go tothe Main information sheet select E-file Only for the type of return field, remove the check mark for the bank name or Fee Collect Step 6: Make the necessary changes to the federal return Use this to update the amended amounts and forms. Next, make the necessary changes to the federal return. If you need to change the filing status or dependent information, do so on the Main Information Sheet. Add, remove, or change forms from the return as needed. SureFire calculates the revised information to Form 1040X and the state amended form. Make changes directly on state forms only if necessary. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I amend an Alabama 1040 state return in SureFire? This guide shows you how to amend an Alabama 1040 state return in SureFire. ⚠️ Before You Begin Make sure you have the information needed to update your amended return. 📊 Step-by-Step Guide Step 1: Open the Alabama 1040 return form Use this when you need to... Go to Form AL 40 Pg1 - Alabama Resident and Part-Year Income Tax Return. Step 2: Mark the return as amended Use this when you need to... Select the Check if this is an amended return check box. Step 3: Override necessary entries for amended returns Use this when you need to... Select the Check this box to override all necessary entries for amended returns check box. Step 4: Update the return Use this when you need to... Make the necessary changes to the return.     📝 Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo modifico una declaracin estatal de Alabama 1040 en SureFire? 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I amend an amended 1040 return in SureFire? This guide explains how to duplicate and amend an already-amended Form 1040X in SureFire. ⚠️ Before You Begin You may need to amend a return that has already been amended. 📊 Step-by-Step Guide Step 1: Duplicate Form 1040X (if needed) Use this when you need to amend an Amended return. Form 1040X can be duplicated if you need to amend an Amended return. Step 2: Save the entries on the first 1040X before adding a 2nd 1040X Use this to preserve the original amounts before creating the next amended return. To save the entries on the 1040X before adding a 2nd 1040X, right-click and select override on all the amounts in column C. Step 3: Open a new Form 1040X Use this to create the second amended return. Open a new Form 1040X Step 4: Lock in the original refund or balance due amounts Use this to ensure the original amounts are preserved when starting the new 1040X. Select the check box located above line 1 to override the original refund or balance due to lock in the original amounts. Step 5: If the state return is affected, lock original state amounts too Use this when your federal changes impact the state return. If the state return is affected, open the state amend form, and lock the original amounts as well before making changes to the return. Step 6: Make all necessary changes Use this to update the amended return with the correct information. Make all necessary changes in the return. Step 7: Save your work Use this to store the updated amended return. Click Save. ❌ Important Note Note: You are not able to e-file the amended return after it has been amended. Thereturn will need to be paper-filed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I amend CA 540 returns - Form1040X and needs a 540X not a CA X that shows up in the return To advise staff that effective January 2, 2018, Form 540X, Amended Individual Income Tax Return, will be replaced by newly revised 540 series forms (540, 540NR Long, 540NR Short, or 540 2EZ) each to be filed with the new Schedule X, California Explanation of Amended Return Changes, for amending tax years 2017 and after ... Mar 9, 2018 New Amended Return Process for Tax Years 2017 and after Including ... https://www.ftb.ca.gov/aboutFTB/Public_Service_Bulletins/2018/14-0309.shtml 📚 What This Guide Covers CA 540 amended return forms effective January 2, 2018 - Form 540X is replaced by revised 540 series forms. What to file with the amended return - Each revised 540 series form must be filed with the new Schedule X, California Explanation of Amended Return Changes. Which tax years are impacted - Tax years 2017 and after. ⚠️ Before You Begin Confirm you are amending a California tax year 2017 or after, since the amended return process described here applies to those years. 📊 Step-by-Step Guide Step 1: Use the revised 540 series amended form (instead of Form 540X) Use this when you need to amend CA 540 returns effective January 2, 2018. Effective January 2, 2018, Form 540X, Amended Individual Income Tax Return will be replaced by newly revised 540 series forms: 540 540NR Long 540NR Short 540 2EZ Step 2: File the amended form with the new Schedule X Use this when you are preparing the amended return package. Each revised 540 series form must be filed with the new Schedule X, California Explanation of Amended Return Changes. Step 3: Apply this process to tax years 2017 and after Use this to ensure you are following the correct rules for the year being amended. This process is for amending tax years 2017 and after. ❌ Common Errors Using the wrong amended form - Form 540X is replaced by the revised 540 series forms for effective January 2, 2018. Missing Schedule X - The revised 540 series form must be filed with Schedule X, California Explanation of Amended Return Changes. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I amend Form 1040-Individual ES payment arrangements made on a previously e-filed tax return? This guide explains what to do if your estimated tax was too high or too low, and how to handle changes when you are using Direct Debit. ⚠️ Before You Begin Before you make changes, you should re-figure your estimated tax for the next quarter and confirm how your payments are being made. 📊 Step-by-Step Guide Step 1: Re-figure your estimated tax for the next quarter If you estimated your earnings too high or too low, you need to update your estimates. If you estimated your earnings too high or too low, complete another Form 1040-ES worksheet to re-figure your estimated tax for the next quarter. You want to estimate your income as accurately as you can to avoid penalties. Step 2: If you use Direct Debit, contact the IRS to amend your payment agreement If your estimated tax payments are being paid using Direct Debit, the IRS must make the necessary changes. If your estimated tax payments are being paid using Direct Debit, re-figure your estimated tax payments then contact the IRS at (800) 829-1040 so an IRS representative can make the necessary changes to your payment agreement. Step 3: Use the Form 1040-ES payment instructions for your payment method Follow the instructions that match how you plan to pay. For specific information on how to pay online, by phone, or by mail, refer to the section of Form 1040-ES titled "How to Pay Estimated Tax." 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I apply to be exempt from Self Employment Tax for a Minister in SureFire? Form 4361 must be completed and mailed to the IRS prior to e-filing the tax return. This guide shows you where to find Form 4361 in SureFire and how to add it to the return. ⚠️ Before You Begin Form 4361 must be completed and mailed to the IRS prior to e-filing the tax return. Form 4361 is located in the Miscellaneous package in SureFire. 📊 Step-by-Step Guide Step 1: Open the Miscellaneous package Use this when you need to add Form 4361 to your return. From Tasks You Do Most Often, do the following: Click Change Package. Select Miscellaneous and click OK. Step 2: Start a new return Click Start a New Return. Enter the ID, which can be the SSN for the Individual return. Re-key the ID and click OK. Step 3: Add Form 4361 Click the Add Form/Display Form List tab. In the Look for: box, enter 4361 and click Open. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I attach a PDF for Form 8962 ACA Explanation in SureFire? If the return was rejected with code F8962-070, the taxpayer is able to attach the ACA explanation as a PDF to the return before resubmitting. ⚠️ Before You Begin You should only use this process if your return was rejected with code F8962-070. 📊 Step-by-Step Guide Step 1: Open the Main Information worksheet Use this when you need to find the Taxpayer Information section. Go to the Main Information worksheet and scroll down to the Taxpayer Information section. Step 2: Answer the Marketplace insurance question Use this when you need to complete the required insurance response. Answer the third question Did the taxpayer, spouse, or any dependent receive insurance through the Marketplace? Step 3: Attach the ACA explanation PDF Use this when you need to provide an explanation for why Form 8962 is not being filed. Check the box 'check here to attach a PDF with an explanation of why Form 8962 is not being filed with the return' Step 4: Select the PDF file to attach Use this when you are ready to upload the explanation document. SureFire will prompt you to choose the file you wish to attach. Once selected 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I attach a PDF to a return in SureFire? If a PDF attachment is required or permitted, the applicable form will contain a check box to attach the PDF. An example is highlighted in the image below. ⚠️ Before You Begin *If there is no checkbox on a return you will not be able to attach a PDF.* 📊 Step-by-Step Guide Step 1: Attach the PDF to the return Use this when you need to attach a PDF to a return. To attach a PDF to the return: Select the check box. In the Select PDF to Attach window: Locate the file. Select the file by clicking on it. Click Open. 📝 Note If you make any changes to the original PDF after attaching it to the return, you must remove and reattach the file. Step 2: Remove an attached PDF from a return Use this when you need to remove a previously attached PDF. To remove an attached PDF from a return: Deselect the check box by clicking on it. In the Confirm window, click Yes to continue removing the attachment. ✅ Note The PDF is no longer attached to the return. 💡 Additional Information Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo adjunto un PDF a una declaracin de impuestos en SureFire? 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I calculate Reduction for loss netting on a Form 8995-A? This guide explains how the reduction (loss netting) amounts are calculated for Form 8995-A, including how Schedule C (Form 8995-A) works when you have qualified business losses or loss carryforwards. ⚠️ Before You Begin You must complete Schedule C (Form 8995-A) before starting Part I if: Any of your trades, businesses, or aggregations have a qualified business loss for the current year, or You have a qualified business net loss carryforward from prior years. Note: This includes prior year loss carryforwards even if the loss was unreported or the trade or business that generated the loss is no longer in existence. 📊 Step-by-Step Guide Step 1: Understand how Schedule C (Form 8995-A) ties to Schedule C (Form 8995-A) amounts The amount on Schedule C, Line 1, column (b) is based on the amount on Schedule C, line 5. According to the IRS, apportion the amount from line 5 among all your trades or businesses with QBI, but not loss, in proportion to their QBI. Step 2: Calculate Form 8995-A, Schedule C, line 1, column B The amount on Form 8995-A, Schedule C, line 1, column B is calculated based on the total loss amount allocated to each business. The allocation is based on the ratio of the trade or business income for each qualifying trade or business to the total trade or business income on the return. Step 3: Apply loss netting using Schedule C (Form 8995-A) Schedule C (Form 8995-A) offsets your trade or business that generated a qualified business loss against the QBI from your other trades or businesses. The qualified business loss must be apportioned among all your trades or businesses with QBI in proportion to their QBI. 🔍 Reference https://www.irs.gov/instructions/i8995a Schedule C (Form 8995-A) Loss Netting and Carryforward 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I calculate the income actually taxed by other jurisdictions during the tax year on Line 1 of Form NJ Sch A for a New Jersey 1040 return in SureFire? This guide explains how to calculate the amount for Form NJ Sch A, Line 1 for a New Jersey 1040 return in SureFire. ⚠️ Before You Begin You will need access to your return in SureFire and your Form W-2 information. 📊 Step-by-Step Guide Step 1: Open your Form W-2 Use this when you need to start with the wages that SureFire will use to populate the NJ schedule. Go to Form W-2. Step 2: Add the other Federal W-2 State wages Use this to ensure the correct state wage amounts are included for NJ calculations. Add all of the other Federal W-2 State wages on Box 16. 📝 Note NJ requires SureFire to use state wages from the W-2's (Box 16) to calculate wages on the NJ return. Step 3: Save your return Use this to make sure your updates flow through to the NJ forms. Select the File menu, Save Return. Step 4: Review Form NJ 1040, Pg. 2, Line 14 Use this to confirm the state W-2 wages are being combined correctly. Afterwards, we request that you review Form NJ 1040, Pg. 2, Line 14, which is a combination of all of the State W-2 wages per the following excerpt from Form NJ 1040, Pg. 20, Line 14: Enter the total wages, salaries, tips, fees, commissions, bonuses, and other payments you received for services performed as an employee. Include all payments, whether in cash, benefits, or property. Enter the total of State wages, salaries, tips, etc. from all employment both inside and outside New Jersey. Step 5: If Form NJ Sch A, Line 4 is too high, override Column A on Form NJ 1040NR Use this when wages for other states and NJ were listed on the same W-2s, which can cause Line 4 to be overstated. Lastly, if the Form NJ Sch A, Line 4 is too high; you have listed wages for other states and NJ on the same W-2's. You will need to override Column A on the Form NJ 1040NR. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I cancel an IRS direct debit payment submitted with a SureFire return? IRS instructions for modifying payment methods are the same for individuals and businesses. In short: IRS does not allow the withdrawal date to be changed. They only cancel payments. ⚠️ Before You Begin Before you cancel, keep in mind: Wait 7 to 10 days after the return was accepted before calling. Cancellation requests must be received no later than 11:59 p.m. ET two business days prior to the scheduled payment date. If you wish to cancel a scheduled payment, you must do so by 11:59 p.m. ET at least two business days before the scheduled date. For example, a payment scheduled for Monday cannot be canceled after 11:59 p.m. ET the previous Thursday. 📌 Direct Debit Use this when you need to inquire about or cancel a scheduled payment submitted as a Direct Debit. Step 1: Call the IRS E-file Payment Services Taxpayer can call the IRS e-file Payment Services 24/7 at 1-888-353-4537 to inquire about or cancel a scheduled payment. Step 2: Follow the timing rules Wait 7 to 10 days after the return was accepted before calling. Make sure your cancellation request is received no later than 11:59 p.m. ET two business days prior to the scheduled payment date. 📋 EFTPS (Electronic Federal Tax Payment System) Use this when your payment was made through EFTPS and you need to cancel it. See https://www.irs.gov/pub/irs-pdf/p4990.pdf Step 1: Gather the information you will need To cancel a payment, taxpayer will need the following: Taxpayer’s EIN (for businesses) or SSN (for individuals) PIN Tax form number The last eight digits of the EFT Acknowledgment Number for the payment to cancel (this was the confirmation received when the payment was scheduled). Step 2: If you do not have the last eight digits If you do not have the last eight digits of the EFT Acknowledgment Number, please call EFTPS Customer Service. English: 1.800.555.4477 En espaol (Spanish): 1.800.244.4829 Step 3: Cancel online (EFTPS) Online Log in and select Payments. Select Cancel a Payment and follow the process. Record the Cancellation EFT Acknowledgment Number you receive, and keep for your records. Step 4: Cancel by phone (EFTPS) Phone: Call the EFTPS Tax Payment toll-free number (available 24 hours a day, 7 days a week): 1.800.555.3453 Follow the voice prompts. Record the Cancellation EFT Acknowledgment Number received, and keep for your records. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I change the extension e-file of a 1065 return to a regular Partnership tax return in SureFire? This guide shows you how to switch your e-file selection from the 1065 extension (Form 7004) to the regular Partnership return. ⚠️ Before You Begin Make sure you are working in your client’s return and can access the form pages listed below: Form 1065 (Page 1) Form 7004 📊 Step-by-Step Guide Step 1: Open the 1065 return Use this when you need to start from the main Partnership return. Go to Form 1065 Pg1 - U.S. Return of Partnership Income. Step 2: Select the correct e-file return Use this when you need to change what is being e-filed using PINs. Select What form(s) are you e-filing using PINs? Select The income tax return. Step 3: Remove the extension e-file selection Use this when you need to stop using the extension form. Go to Form 7004 - Automatic 5-Month Extension for Partnership. Clear the box Check here if using this form. ✅ Success! You have updated the e-file selection so the 1065 is set up as a regular Partnership tax return instead of the extension e-file. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I change the extension e-file to a regular income tax return in SureFire? This guide shows you how to switch your e-file selection from an extension to a regular income tax return in SureFire. ⚠️ Before You Begin Make sure you are in the correct client return and ready to update the e-filing form selection. 📊 Step-by-Step Guide Step 1: Open the Main Info sheet Go to the Main Info sheet. Step 2: Find the e-filing form selection Locate "What form(s) are you e-filing using PIN(s)?". Step 3: Switch from the extension to the regular income tax return Switch checkmark to "The income tax return". Step 4: Run Diagnostics Run Diagnostics. Step 5: E-file the return Efile return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I change the Minnesota state client letter mailing address for a business return in SureFire? Each Minnesota business client letter mailing address changes based on which federal tax package is used. 📝 What You Need to Know Each Minnesota business client letter mailing address changes based on which federal tax package is used. Click here for Minnesota Return Payment addresses. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I check off the K-1 form in the forms tree in SureFire? This guide shows you how to open your return and select the federal K-1 so you can enter the correct state information. ⚠️ Before You Begin Make sure you have your return open in SureFire before you start. 📊 Step-by-Step Guide Step 1: Open the return Use this when you need to access the forms tree. Open the return. Step 2: Click the federal K-1 Use this when you need to select the K-1 form in the forms tree. Click the federal K-1. Step 3: Enter the state abbreviation Use this when you need to specify where the income should be taxed. Enter the state abbreviationon the following: Enter the state in which this income is to be taxed, if different from the state of __(resident state). ❌ Note If you are filing part-year resident state returns, always enter the state. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I claim an education credit and the Tuition and Fees deduction on a 1040 return in SureFire? The IRS does not allow taxpayers to take the Education credits and the Tuition and Fees deduction for the same student in the same year. Your client must select one or the other. ⚠️ Important Note The IRS does not allow taxpayers to claim both: Education credits and Tuition and Fees deduction for the same student in the same year. Your client must choose one option or the other. For more assistance, see: IRS Publication 970 Tax Benefits for Education IRS Education Credits 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I claim Section 179 on a 1041 Grantor Trust return in SureFire? This guide explains whether Section 179 can be claimed on an IRS Form 1041 (including a Grantor Trust) return in SureFire. ⚠️ Before You Begin Based on IRS Form 1041 instructions, Section 179 is not allowed on 1041 returns. 📊 What You Can Claim Instead: Depreciation, Depletion, and Amortization A trust or decedent's estate is allowed a deduction for depreciation, depletion, and amortization only to the extent the deductions aren't apportioned to the beneficiaries. An estate or trust isn't allowed to make an election under section 179 to expense depreciable business assets. Step 1: Report the depreciation/depletion/amortization on the correct line The estate's or trust's share of depreciation, depletion, and amortization is generally reported on the appropriate lines of Schedule C (or C-EZ), E, or F (Form 1040), the net income or loss from which is shown on lines 3, 5, or 6 of Form 1041. Step 2: If it isn't tied to a specific business/activity, use line 15a If the deduction isn't related to a specific business or activity, then report it on line 15a. ✅ Key Takeaway Section 179 cannot be elected/claimed on a 1041 return. Instead, report allowable depreciation, depletion, and amortization as instructed for estates and trusts. For more information: seeIRS Form 1041 Instructions. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I claim the Elderly or Disabled Credit on Schedule R in SureFire? This guide explains when you may qualify for the Elderly or Disabled Credit and how SureFire helps you complete Schedule R. ⚠️ Before You Begin Before you start, make sure you have the information needed to enter: Date of birth (for the Taxpayer and/or Spouse, if applicable) Social Security income (if applicable) Pension income (from Form 1099-R, if applicable) 1099-R details if you are under age 65 and disabled Generally, if you were age 65 or older or disabled and your income and nontaxable social security and other nontaxable pension are below specified amounts, you may be able to take this credit. For more details, refer to Tax Topic 603, Credit for the Elderly or the Disabled, or Publication 524, Credit for the Elderly or the Disabled. 📊 Step-by-Step Guide Step 1: Enter dates of birth in SureFire Use this when you need to ensure SureFire can determine eligibility based on age. Be sure to enter the dates of birth on the Main Information Sheet. Step 2: Enter the correct income sources Use this when you need to provide the income amounts used to calculate the credit. Enter Social Security income on 1040 Worksheet 1. Enter pension income on Form 1099-R. Step 3: Let SureFire load Schedule R (if eligible) Use this when you want SureFire to automatically generate Schedule R based on eligibility. SureFire will load a Schedule R if the Taxpayer and/or Spouse meet the age and/or income requirements for this credit. Step 4: If under age 65 and disabled, confirm 1099-R disability coding Use this when you are disabled and receiving a pension but are not yet age 65. If you are under age 65, disabled, and receiving a pension, be sure to: Enter the correct code in box 7 on the 1099-R. Mark the box below box 7 Check if disability and the taxpayer is disabled. Step 5: Review the Schedule R calculation Use this to confirm eligibility and ensure the credit is calculated correctly. The Schedule R will calculate for you if the Taxpayer and/or Spouse qualify for this credit. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I claim the solar tax credit (ITC)? Form 5695 instructions In December 2020, Congress passed an extension of the ITC, which provides a 26% tax credit for systems installed in 2020-2022, and 22% for systems installed in 2023. (Systems installed before December 31, 2019 were eligible for a 30% tax credit.) The tax credit expires starting in 2024 unless Congress renews it.   What does 26% actually mean for the average solar shopper? According to Energy Sage marketplace data, the average national gross cost of installing a solar panel system in 2020 is $18,300. At that price, the solar tax credit can reduce your federal tax burden by $4,758 and thats just one of many rebates and incentives that can reduce the cost of solar for homeowners. Theres plenty of information out there about the value of the residential ITC, but figuring out how to actually claim the credit when it comes time to file your taxes is another story. Well walk you through the instructions step by step from Form 5695 to Form 1040. 📊 Step-by-Step Guide ⚠️ Before You Begin Form 5695 instructions: the 3 steps to claim the solar tax credit Determine if you are eligible for the Federal ITC make sure your credit for ownership and that federal tax liability are in order Complete IRS Form 5965 to validate your qualification for renewable energy credits Add your renewable energy credit information to your typical form 1040 Step 1: Determine if you are eligible for the Federal ITC Use this when you need to make sure your credit for ownership and that federal tax liability are in order. Determine if you are eligible for the Federal ITC make sure your credit for ownership and that federal tax liability are in order Step 2: Complete IRS Form 5965 Use this to validate your qualification for renewable energy credits. Complete IRS Form 5965 to validate your qualification for renewable energy credits Step 3: Add the credit information to Form 1040 Use this to include your renewable energy credit information on your typical form 1040. Add your renewable energy credit information to your typical form 1040         📝 Additional Information     📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I complete a group or bulk sale of assets including land using SureFire? This guide explains how to report a property sale that includes multiple depreciable components (for example, a building and a new roof depreciating separately) when you have multiple Business Asset Worksheets related to a single property sold. ⚠️ Before You Begin Make sure you have the Business Asset Worksheets created for each depreciable component of the property (for example, one worksheet for the building and one worksheet for the new roof). 📊 Sale of a Property with Multiple Depreciable Components When you have multiple Business Asset Worksheets related to a single property sold, follow the steps below. 🧩 Step-by-Step Guide Step 1: Enter the date sold on every related worksheet Use this when you need to ensure all components of the same property sale share the same sale date. On all worksheets related to the property (e.g., the worksheet for the building, the worksheet for the new roof, etc.), enter the date sold. Step 2: Link the worksheets using the same group number Use this when you need SureFire to treat multiple worksheets as belonging to the same sale. On all worksheets related to the property, type a number in the first field. Type the same number on each worksheet. For example, type the number 1. This tells SureFire that the worksheets are related to each other. If you have two properties sold, each with multiple worksheets, type the number 1 on all worksheets related to the first property and the number 2 on all worksheets related to the second property. You can handle up to nine sales in this way. Step 3: Designate the Main worksheet Use this when you need to tell SureFire which worksheet should accumulate the totals. On the worksheet for the building, select the check box to designate it as the Main worksheet Step 4: Enter selling price and selling expense on the Main worksheet only Use this when you want the Main worksheet to carry the sale totals for the entire property. On the Main worksheet only, enter the selling price and selling expense. ✅ Success! SureFire will accumulate the cost, basis adjustments, and depreciation for all items on the Main worksheet. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I complete form 3115 - Application for Change in Accounting Method for an individual return in SureFire? Use this guide to understand where Form 3115 is located in SureFire and how to complete it in the correct package. ⚠️ Before You Begin You should know the following: Form 3115 is not available in the 1040 package. Per the Schedule C instructions, you are directed to see the Form 3115 instructions if you want to change your accounting method. The Schedule C form does not address changing the accounting method. 📊 Step-by-Step Guide Form 3115 will need to be completed in the Miscellaneous package and then mailed to one of the addresses listed in the form 3115 instructions depending on the option you are choosing. Step 1: Open the package selection On the main window of SureFire, select Change Package. Step 2: Choose the Miscellaneous package Select the Miscellaneous Package, then click OK. Step 3: Start a new return Click Start a New Return. Step 4: Enter the taxpayer SSN Enter the Taxpayer SSN to start the return just as with the other packages. Step 5: Add Form 3115 When the return opens, click Form add form. Step 6: Find and open Form 3115 In the find field, enter 3115 and click Open. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I complete Form 4868 for electronic filing in SureFire? This guide walks you through completing Form 4868 in SureFire for electronic filing, including both: Filing without direct debit Filing with direct debit using the Practitioner PIN Signature Method ⚠️ Before You Begin Have the client return completed as accurately as possible before you start the extension e-file steps. 📊 Step-by-Step Guide Steps for Filing Form 4868 Without Direct Debit Use this when you are filing Form 4868 without direct debit. Complete the client’s return as accurately as possible. On the Main Information Sheet, select Form 4868 without direct debit in the PIN section. No PINs are required for taxpayers or ERO in this case. Open Form 4868 and select the check box at the top of the form labeled Check here if using this form. When you select the check box, SureFire overrides and locks in lines 4 and 5: estimate of total tax liability and total payments. Enter the amount being paid, if any. Do one of the following: Run diagnostics from inside the return and click the Extension E-File button. With the return closed, click the Tools menu and select Make Extension e-files.       Later, when you are ready to e-file the completed return, select The income tax return check box in the PIN section of the Main Information Sheet. SureFire clears the extension check box. Enter the required PIN information before creating the e-file for the return.   Steps for Paying a Balance Due with Direct Debit and using the Practitioner PIN Signature Method Use this when you are filing Form 4868 with direct debit and using the Practitioner PIN Signature Method. Complete the client’s return as accurately as possible. Open the Main Information Sheet and go to the PIN section near the bottom of the form. Enter your Practitioner PIN. Select the check box below your Practitioner PIN indicating you are using the Practitioner PIN filing method to file Form 4868 with direct debit. In the next section, select Form 4868 with direct debit. Complete the entries on the Main Information Sheet that become required when direct debit and the Practitioner PIN are used: Current date in the PIN section Taxpayer and spouse PINs - these PINs provide the electronic signature authorizing the direct debit. Open Form 4868 and select the check box at the top of the form labeled Check here if using this form. Enter the amount you are paying on line 7. Open the form called ACH EXT and enter the amount to be debited, bank Routing Transit Number, taxpayer account number, and date for the withdrawal to be made. When filing Form 4868 with direct debit and you are using the Practitioner PIN signature method, you must print Form 8878 and the taxpayer and/or spouse and ERO must sign it. You must keep this form on file for three years from the return due date or IRS received date, whichever is later. See IRS instructions for Form 8878 for more information.         📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I complete form CA 3853 in SureFire? Our content team has partnered with Solution Architect, Anthony Sampson, and put together this video that explains the changes and instructions for California form 3853. ⚠️ Before You Begin You will need: Access to SureFire Your information needed to complete California form 3853 📊 Step-by-Step Guide Use the video referenced above to follow the changes and instructions for California form 3853 in SureFire. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I complete Form W-2? This guide explains how to complete the W-2 by selecting the correct boxes based on taxpayer and address information. ⚠️ Before You Begin Have your printed W-2 available and compare the taxpayer address on the W-2 to the address entered on Main Info. 📊 Step-by-Step Guide Step 1: Select the correct taxpayer/spouse box Use this when you need to indicate who the form applies to. Place an "X"" in the box for taxpayer or spouse. Step 2: Confirm the taxpayer address matches Use this when you need to choose the correct address option. If the taxpayer's address on the printed W-2 is the same as the address entered on Main Info check the appropriate box. If not 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I copy federal form 1099-R to my state in a 1040 return in SureFire? This guide shows you how to duplicate federal form 1099-R to your state forms within a 1040 return in SureFire. ⚠️ Before You Begin Make sure you have your 1040 return open and that the federal 1099-R forms are listed in the form tree for the state you are working with. 📊 Step-by-Step Guide Step 1: Start with the first 1099-R in the form tree Select the 1st 1099-R listed for the state in the form tree. Step 2: Copy the federal 1099-R In the Copy Number field, enter a 1, then press the F10 key on your keyboard. Step 3: Open the correct form When the Find a form window opens, the NY 1099-R will already be selected. Click Open. Step 4: Select the state summary form In the Select Forms dialog box, select the NEW 1099R pg 1 - State Summary of Federal 1099Rs Pg 1 and click OK. Step 5: Set the next copy number In the copy number field, enter a 2. Step 6: Repeat for all federal 1099-R forms Repeat the above steps until all federal 1099-R are listed with the state forms in the form tree. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I correct an incorrect routing number in a return that has been sent and accepted? If a client gave the incorrect routing number for the direct deposit, can this be fixed after the return has been accepted? ❌ Important Answer Unfortunately, this cannot be corrected after the return has been sent and accepted. 📝 What Happens Next If the funds are unable to be deposited at the financial institution, the funds will be returned to the IRS and a paper check will be mailed out to the taxpayer. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I create a 990 in SureFire? This article explains how SureFire opens the Select Package window and how to change/open a tax package so you can prepare returns. ⚠️ Before You Begin You will be able to prepare returns only in tax packages you have purchased. 📊 Step-by-Step Guide Step 1: Control whether the Select Package window auto-opens Use this when you want to stop (or allow) the Select Package window from appearing every time you log in. By default, SureFire opens the Select Package window each time you log-in as a user. If you do not want this window to open every time you log into SureFire, select the check box labeled Do Not Auto Show at the bottom of the window. Clear the check box if you want to see this window at each log in. Step 2: Change the tax package Use this when you need to switch to a different tax package. You may change the tax package by either: Clicking Change Package on the home page, or Opening the File menu and clicking Change Package. Step 3: Open the tax package you want Use this to select the package you will use to prepare returns. To open a tax package, either: Highlight the desired package and click OK, or Double-click the tax package. ✅ Important Reminder You will be able to prepare returns only in tax packages you have purchased. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I create an amended return for NJ 1040 NR? There is no separate form for amending nonresident returns in New Jersey. This guide explains how to amend a nonresident return. ⚠️ Before You Begin You will amend your nonresident return using the same return, not a separate form. 📊 Step-by-Step Guide Step 1: Open NJ NR page 1 Use this when you need to... Go to NJ NR pg 1 Step 2: Mark the return as amended Use this when you need to... Check the "Check if this is an amended return"" box Step 3: Print and label the amended return Use this when you need to... Print the returnand write amended across the top. " 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How Do I Create an e-file For a 1040 Return After e-filing an Extension Return in SureFire? This guide will help you create an e-file for a 1040 return after you have already e-filed an extension return in SureFire. ⚠️ Before You Begin Make sure you have already e-filed your extension return, and you are now ready to create the e-file for the 1040 return. 📊 Step-by-Step Guide Step 1: Open the Main Information Sheet Go to Main Information Sheet. Step 2: Locate the Self-Select and Practitioner PIN(s) section Under "Self-Select and Practitioner PIN(s)." Step 3: Answer the e-file using PINs question On question "What form(s) are you e-filing using PINs?" 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I create an Electronic File (e-file) in SureFire? This guide shows you how to create an electronic file (e-file) in SureFire. ⚠️ Before You Begin Make sure you are in the correct return so SureFire can generate the Federal and (if available) state e-file(s). 📊 Step-by-Step Guide Step 1: Open the e-file creation area Use this when you need to start creating your electronic file. Click Diagnostic. Step 2: Start the e-file process Use this to begin generating the Federal and state e-file(s). Click the E-File button. Step 3: Select e-file options (if prompted) Use this when SureFire asks you to choose which e-file(s) to create. If a state return is selected for electronic filing, SureFire will display the Select E-files window. Click OK. Step 4: Confirm the e-file(s) were created Use this to verify that the electronic files were generated. The Federal e-file and state e-file(s) will be created. If there is no state e-file for the return, the Select E-files window will be unavailable. After creating the e-file(s), SureFire will display a Status window. With a message: (118) Electronic return is created and stored on disk. Click OK. ✅ Success! Your e-file(s) have been created and SureFire confirmed the message: (118) Electronic return is created and stored on disk. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I create an extension e-file for NY IT-370? This guide will help you set up the correct option so your NY IT-370 extension e-file is created properly. ⚠️ Before You Begin Make sure you are on the correct NY screen/page: NY 201, page 4, or NY 203, page 4 📊 Step-by-Step Guide Step 1: Select the IT-370 Extension option Use this when you need to set up the NY IT-370 extension e-file. On the NY 201 pg 4 or NY 203 pg 4, ensure you have the box marked for the Extension form IT-370 and the efile question is answered "Yes"". 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I delete a form in a return using SureFire? This guide shows you how to remove a form from your return in SureFire. ⚠️ Before You Begin Before you delete a form, keep in mind: If there are attached Scratch Pads or supporting forms, SureFire may show an information window listing what will be removed. Some forms cannot be removed until you update the answers that caused them to load automatically. 📊 Step-by-Step Guide Step 1: Locate the form in the Forms Tree Use this when you need to find the exact form you want to remove. Right-click the form in the Forms Tree. Step 2: Choose Remove Form Use this when you are ready to delete the selected form. Select Remove Form or press Shift+F9. Step 3: Confirm the removal Use this when you need to finalize the deletion. Click OK. 📝 What you may see next If there are any attached Scratch Pads or supporting forms, you will see an information window listing the forms that will be removed and giving you the option to cancel the removal. ❌ Troubleshooting: Why a form can’t be removed ❌ Sometimes a form cannot be removed if: If you used the Interview Sheet or SureFire Install Version Interview and the answer to a question on the Interview caused a particular form to be loaded automatically in the return, you will not be able to delete the form until you change the answer on the Interview Sheet or SureFire Install Version Interview. If you selected an entry on one form that caused a different form to be loaded automatically in the return, you will not be able to remove the second form until your change the entry on the first form. Example: If you selected the Dependent Care box for a dependent on the Main Information Sheet, Form 2441 will be loaded automatically. You will not be able to remove Form 2441 from the return as long as the box on the Main Information Sheet is selected. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Title: How do I determine if my Social Security Benefits (SSA-1099) are taxable in SureFire Web Version? A quick way to find out if any of your Social Security benefits may be taxable is to add one-half of your Social Security benefits to all your other income, including any tax-exempt interest, then compare the total to the IRS base amounts for your filing status. ⚠️ Before You Begin To use this method, you will need: Your Social Security benefits amount (from your SSA-1099) Your other income amounts (including any tax-exempt interest) Your filing status (Single, Married Filing Jointly, etc.) 📊 Step-by-Step Guide Step 1: Add half of your Social Security benefits to your other income Add one-half of your Social Security benefits to all your other income, including any tax-exempt interest. Step 2: Compare your total to the base amounts Compare the total to the three base amounts below: $25,000 - for single, head of household, qualifying widow or widower with a dependent child or married individuals filing separately who did not live with their spouse at any time during the year $32,000 - for married couples filing jointly $0 - for married persons filing separately who lived together at any time during the year Step 3: Determine whether some of your benefits may be taxable If your total is more than the base amount for your filing status, then some of your benefits may be taxable. For more on this topic visit IRS.gov. ✅ Notes Social security benefits include monthly retirement, survivor, and disability benefits. They do not include Supplemental Security Income (SSI) payments, which are not taxable. Whether or not your Social Security income is taxable depends on your total income, including your Social Security plus any other income. Generally speaking, if your only income is Social Security, you probably don't make enough money to be required to file a federal tax return. For those with additional sources of income, the key figure is the Modified Adjusted Gross Income (MAGI). The MAGI includes half of your Social Security, plus other sources of income. Once your MAGI exceeds the base amount for your filing status ($32,000 for Married Filing Jointly, otherwise $25,000), at least part of your Social Security income becomes taxable. The taxable portion of your Social Security income increases once you reach additional MAGI threshholds. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I disallow a nonpassive loss from an S corporation This guide explains when non-passive losses are allowed versus when they may need to be treated as passive, and what to check on the K-1 P/S. ⚠️ Before You Begin You will need: Your K-1 P/S (specifically page 1) Information about whether the shareholder or partner materially participated in the activity 📊 Step-by-Step Guide Step 1: Understand when the loss is allowed Use this when you need to know whether the loss should be allowed. All non-passive activity losses are allowed. If the passive activity box is not marked then the loss will be allowed. If the shareholder or partner participated in the activity the loss will be allowed. Step 2: Know when the loss will not be allowed Use this when you need to determine why a loss might be disallowed. However, the loss will not be allowed if this is a passive active, where the taxpayer did not materially participate. Step 3: Mark the correct box on page 1 of the K-1 P/S Use this when the taxpayer did not materially participate. If the taxpayer did not materially participate, on page 1 of the K-1 P/S, mark the appropriate box under the heading Passive Activity Information. 📝 Passive vs. Non-Passive (Key Definitions) Passive activities include trade or business activities in which you don't materially participate. You materially participate in an activity if you're involved in the operation of the activity on a regular, continuous, and substantial basis. In general, rental activities, including rental real estate activities, are also passive activities even if you do materially participate. However, rental real estate activities in which you materially participate aren't passive activities if you qualify as a real estate professional. Additionally, there's a limited exception for rental real estate activities in which you actively participate. The rules for active participation are different from those for material participation 🔗 IRS Reference https://www.irs.gov/taxtopics/tc425 💡 Can you deduct non passive losses? Can you deduct non passive losses? https://www.investopedia.com/terms/n/nonpassive-income-and-losses.asp Non-passive losses include losses incurred in the active management of a business. Non-passive income and losses are usually declarable and deductible in the year incurred. Non-passive income and losses cannot be offset with passive losses or income. ❌ Troubleshooting If you are trying to disallow a non-passive loss, review whether the taxpayer materially participated. If the passive activity box is not marked, the loss will be allowed. If the shareholder or partner participated in the activity, the loss will be allowed. The loss will not be allowed when it is passive activity and the taxpayer did not materially participate. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I display the Form 8582 This guide shows you how to display the Form 8582 in Surefire Tax Software. 📊 Step-by-Step Guide Step 1: Open the Form Rental section Use this when you need to display Form 8582. Go to Form Rental "X"" Wkt. Step 2: Mark the personal use unit sold this year Use this when the personal use unit was sold during the current year. Mark the Check if this personal use unit was sold this year check box on Pg. 1 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I display the local credit allowed from Line 14 of the Form MD 502CR This guide shows you how to display the local credit allowed from Line 14 of the Form MD 502CR. ⚠️ Before You Begin Note: Do not select the check box in red text. If you need to claim a credit for income taxes paid for more than one state or need to list more than four persons on Part E, press Shift F10 to duplicate this form. You must check this box on each additional form used. 📊 Step-by-Step Guide Step 1: Open Form 502CR Use this when you need to access the form you will edit. Go to Form 502CR. Step 2: Select the PDF attachment option (if e-filing) Use this when you are e-filing and need to attach the other state's return. Mark the check box - If e-filing, you should attach a PDF of the other state's return to the e-file. Check here to select a PDF to attach to the e-file at the top of Pg. 1, Part A. Step 3: Save your return Use this to ensure your changes are saved. Select the File menu, Save Return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I display the total cost of section 179 from the Asset Worksheet on Line 2 of the Form 4562? Instructions on how to display the total cost of section 179 from the Asset Worksheet on Line 2 of the Form 4562, Pg. 1, Part I for a 1040 return in SureFire/SureFire Web Version. ⚠️ Before You Begin Make sure you are working on a 1040 return in SureFire/SureFire Web Version. 📊 Step-by-Step Guide Step 1: Open the Asset Worksheet Use this when you need to access the section 179 election fields. Go to the Asset Wkt. Step 2: Mark the property as eligible for the section 179 election Use this when you need to indicate the property qualifies for section 179. Mark the Yes checkbox - Eligible for the section 179 election of the Section 179 section. Step 3: Enter the section 179 election amount Use this when you need to specify the amount you are electing to take. Enter applicable section 179 amount that you are electing to take on Line5 - 179 election amount for this property of the Section 179 section. Step 4: Confirm the total cost flows to Form 4562 Line 2 Use this to verify the program populated the correct form line. The applicable section 179 amount will flow on Line 2 automatically and populate on the Form 4562, Pg. 1, Part I as well. Step 5: Save your return Use this to ensure your changes are recorded. Select the File menu, Save Return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I do a superseded return for an 1120S? This guide explains what to expect when you try to file a superseded return for an 1120S in SureFire. ❌ Important Note SureFire does not support superseded returns 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I download the IL 990-T forms in SureFire? Unfortunately, SureFire does not offer the IL 990 forms. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I e-file a 1040 return in SureFire if I do not know my customer's prior year AGI or PIN? This guide explains how to e-file a 1040 return in SureFire when you do not know your customer’s prior year AGI or PIN. ⚠️ Before You Begin Make sure the 1040 return is ready to be e-filed in SureFire. 📊 Step-by-Step Guide Step 1: Open the return in SureFire Use this when you need to access the return you plan to e-file. Open the return in SureFire. Step 2: Go to the Main Info sheet Use this when you need to find the e-file PIN settings. Go to theMain Info sheet. Step 3: Open the Self-Select and Practitioner PIN(s) section Use this when you need to choose the Practitioner PIN method for e-filing. Goto theSelf-Select and Practitioner PIN(s) section. Step 4: Select the Practitioner PIN method Use this when you do not know the prior year AGI or PIN and need to use the Practitioner PIN method. Select Check here ifusing the Practitioner PIN method for e-filing this income tax return or Form 4868 with direct debit.           📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Title: How do I e-file a return in SureFire? After you have completed the return in SureFire, run Diagnostics and correct the e-file errors if any appear, then create the e-file. ⚠️ Before You Begin Please keep these notes in mind: SureFire enables the E-file button only when Diagnostics reveals no electronic filing errors. If you unbatch your e-files from the transmittal file, you should start the transmission process again at step 1. 📊 Step-by-Step Guide Step 1: Run Diagnostics and fix e-file errors Use this to make sure your return is ready to e-file. Click the Run Diagnostics button. Correct any errors that SureFire finds. Step 2: Create an e-file (when the return is open) Use this when you already have the return open in SureFire. Click the E-file button. If the return includes a state, the Select E-files dialog box will open allowing you to select the e-file(s) you want to create. Note: SureFire enables the E-file button only when Diagnostics reveals no electronic filing errors. Click OK. Step 3: Create an e-file (from a closed return) Use this when the return is closed. Click the Tools menu and click Make e-files. Click OK. Select the returns for which you want to create an e-file by selecting its corresponding check box. Note: To select multiple returns, simply select their respective check boxes. If you want to select all of the returns on the list, click the Select All button below the list of returns. Click OK. Step 4: Transmit your e-files Use this to send your created e-files to the IRS/state. Click the Communications menu and select Send Federal/State Returns to... Click OK. Select the returns to send by doing one of the following: Select one or more returns by selecting the check box for each return individually. To select all returns, click the Select All button. You can also search your list of created e-files for a particular SSN by entering the SSN in the SSN box. Click Send. ✅ What happens during transmission SureFire creates a transmittal file, which is a single file with all the returns you select compressed together. At this time, SureFire also checks for problems such as returns edited after the e-file was created. If SureFire detects a problem with any return, it omits the return(s) with problems from the transmittal file, and prints an explanation of the problems on the E-file Submission Report. Since SureFire omits problem returns, you can send the transmittal file containing returns with no problems. You can correct the problem returns and transmit them later. Step 5: Review and print the E-file Submission Report Use this to confirm what was sent and keep a paper trail. Verify the returns included in the E-file Submission Report are the returns you want to send and the names and refund amounts look correct. Click the Print button to print a paper copy. Note: If SureFire does not print the E-file Submission Report, cancel the transmission, correct the printing problem, and start over. You should retain paper copies and use them to match with the corresponding IRS acknowledgments for these returns. This provides a paper trail for each e-filed return. Step 6: Close the preview dialog and confirm sending Use this to finalize the transmission decision. Close the preview dialog box. Do one of the following: Click No to cancel the transmission Click Yes to send the returns Click Close. Note any messages in the Session information section of the dialog box. Step 7: Understand session messages Use this to interpret what happened during the session. Notes: There was no mail to toss indicates there were no acknowledgment or e-mail messages to download. Incoming mail file indicates that mail or acknowledgment files were downloaded. The session was successful indicates that you successfully connected to the EFC. The IRS may take up to 48 hours to acknowledge the files you just transmitted. Step 8: Finish the session Use this to handle success or failure. Do one of the following: If the communication was unsuccessful, click Connect to try again. If the session was successful, click Close. If the transmission was not successful and you want to try again later, click Close Step 9: If needed, retransmit or unbatch Use this when you need to resend the batch or separate the e-files. Do one of the following: Re-send the transmittal by clicking Retransmit Batch. Unbatch your e-files by clicking Unbatch. Note: When you unbatch your e-files from the transmittal file, you should start the transmission process again at step 1. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I e-file a return without the Employer Identification Number (EIN) in SureFire? The IRS requires that all returns containing employer information also include the EIN for that employer. ❌ Can I e-file without an EIN? So, you cannot e-file a return without an EIN because the IRS requires an EIN for all wages reported on Form W-2. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I e-file an extension for a NJ 1040? To apply for an extension for NJ 1040, use form NJ-630. See below for more information: ⚠️ Before You Begin There is no extension of time to pay tax due only to file. Penalties and interest are imposed whenever tax is paid after the original due date. To be eligible for an extension, you must have paid at least 80% of the tax liability calculated on the New Jersey Income Tax return when filed. The 80% can be paid through withholdings, estimated payments, or a payment made with the extension application by the original due date. If the 80% requirement is not met, the extension will be retroactively denied, and penalty and interest will be imposed from the original due date of the return. 📋 When You Must File NJ-630 You must file this NJ-630 application if: You are applying for an extension of time to file a New Jersey Income Tax return but you are not applying for a federal extension; or You are applying for both a federal and a New Jersey extension and are required to remit payment to the New Jersey Division of Taxation by the original due date of the return in order to have at least 80% of your actual tax liability (as calculated on your New Jersey Income Tax return when filed) paid. ✅ When You Do Not Need to Submit NJ-630 You do not need to submit this NJ-630 application if: You have paid at least 80% of your final tax liability by the original due date, and You have applied for an automatic extension of time to file for federal purposes and you enclose a copy of the federal Application for Automatic Extension (if filed by paper) with the final New Jersey return when filed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I e-file Form 4868 extensions in SureFire? This guide explains important rules for e-filing Form 4868 extensions and what you need to do in SureFire to create and submit the extension e-file correctly. ⚠️ Before You Begin You should know the following before attempting to e-file Form 4868 extensions: Form 4868 e-files are not accepted as a first-time filed document after the IRS deadline for timely filed extensions. However, the ERO can re-send a Form 4868 e-file after the due date if the original, timely filed return was rejected. Note: Even though the CCH SFS Electronic Filing Center (EFC) will accept Form 4868 returns after the due date, the IRS will reject them with rejection code4868-001 once they receive the late extension forms from CCH SFS. 📊 Step-by-Step Guide Step 1: Use the correct SureFire option to create the extension e-file The most important item to remember when filing extension forms is that you must create the extension e-file using the Make Extension e-files option on the Tools menu of SureFire or the Extension E-file button in Diagnostics. Step 2: Follow the PIN requirements for extension e-filing In order to e-file the 4868 extension, you must mark one of the PIN boxes on the Main Information Sheet. Pins are not required for a regular extension, but they are required if the Taxpayer wants an ACH debit (money taken out of a bank account). All extension e-filing requires that you use a PIN program. Please see F1 Help on the Main Information Sheet for information on how to use both the Self-Select and Practitioner PIN programs. Practitioner PIN can be used for the ACH debit extension. For Form 2350, you must have the PINs entered. Step 3: Complete ACH information only when required You do NOT have to complete any ACH information unless you have a balance due and are using ACH. Step 4: If using direct debit, be prepared for Form 8878 If you check the 4868 with direct debit box on the Main Information Sheet, Form 8878 will be required. ✅ Tips for e-filing Form 4868 extensions You can find instructions for e-filing Form 4868 in SureFire F1 Help. Make sure you create the extension e-file using the Make Extension e-files option on the Tools menu of SureFire or the Extension E-file button in Diagnostics. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I e-file the Form 8689 if there is an amount owed on Line 44 to the U.S. Virgin Islands along with the taxpayer's 1040 return in SureFire? This guide explains what to do when you need to file Form 8689 along with the taxpayer’s Form 1040 in SureFire, but there is an amount owed on Line 44 to the U.S. Virgin Islands. ⚠️ Before You Begin Make sure you have: A signed copy of your Form 1040 (including all attachments, forms, and schedules, including Form 8689) 📊 Step-by-Step Guide Step 1: File your signed Form 1040 (including Form 8689) with the Virgin Islands Bureau of Internal Revenue Use this when you need to submit the signed return that includes Form 8689. File a signed copy of your Form 1040 (with all attachments, forms, and schedules, including Form 8689) with the Virgin Islands Bureau of Internal Revenue, 6115 Estate Smith Bay, St. Thomas, VI 00802. Step 2: Understand how they will process your submission Use this to know what to expect after you mail your return. They will accept a signed copy of your U.S. return and process it as an original return. ❌ Important Note The U.S. Virgin Island return will have to be paper-filed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I elect out of special bonus depreciation in SureFire2017? This guide shows you how to elect out of Special Depreciation in SureFire2017. ⚠️ Before You Begin You will need to access the Asset Worksheet screen in SureFire2017. 📊 Step-by-Step Guide Step 1: Open the Asset Worksheet Use this when you need to get to the correct screen to make the election. Go to the Asset Wkt. Step 2: Update the Special Depreciation Allowance election Use this when you need to elect out of Special Depreciation. Under line 8 in the Special Depreciation Allowance section, select the appropriate check box for the question Does this property qualify and are you electing to take the special depreciation for this property? 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I electronically file extension forms in SureFire? This guide explains how SureFire handles electronic filing for extension forms, including when a state extension can be e-filed and how PINs are used to sign certain federal extension forms. ⚠️ Before You Begin Keep in mind: State extensions: Many states do not require a separate form for extensions if the federal extension form is filed. State e-filing support: SureFire supports electronic filing for some state extensions. If SureFire does not support e-filing: If SureFire does not support the e-filing of the state extension, it must be mailed. 📊 Step-by-Step Guide Step 1: Understand when PINs are required to sign electronically Use this when you need to know whether you must use a PIN method for the extension signature. Form 4868 without direct debit: requires no taxpayer signature, so no PINs are required. Form 4868 with direct debit: requires that you use either the Practitioner PIN method or the Self-Select PIN method for the signatures. Step 2: Know what information is needed for each PIN method Use this when you need to enter the correct PIN-related information for the method you choose. The Self-Select PIN method requires the following information that is not required by the Practitioner PIN method: The taxpayer's prior year original AGI (and spouse's, if married filing jointly), or The taxpayer's prior year PIN (and spouse's, if married filing jointly). Step 3: Confirm PIN/AGI requirements for Form 2350 Use this when you are preparing Form 2350 and need to know what prior-year information is required. Form 2350 with or without direct debit: requires the taxpayer's prior year original AGI (and spouse's, if married filing jointly), or the taxpayer's prior year PIN (and spouse's, if married filing jointly). Step 4: Select the extension form on the Main Information Sheet Use this when you are setting up the return to e-file an extension. When preparing any extension form you should first prepare the client's return as completely and accurately as possible. Next, open the Main Information Sheet and select the type of extension form to be e-filed. The selection checkboxes are near the bottom of the form in the PIN information section. Later, when you are ready to e-file the completed return, select The income tax return in this section. SureFire clears the extension check box. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter "see attached statement" per the IRS instructions on Form 8949? This article explains how to enter "see attached statement" on Form 8949 according to IRS instructions. ⚠️ Before You Begin Please have your tax documents available so you can match the statement to the correct Form 8949 entries. 📊 Step-by-Step Guide Step 1: Enter the statement text Use this when you need to record the IRS-required phrase on Form 8949. Sch D 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter 5 or more box 12 codes on a Form W-2 in an individual return when using SureFire? SureFire allows you to enter 4 box 12 codes. If you need to enter more than 4 box 12 codes, use the workaround below. 📊 Step-by-Step Guide Step 1: Add a W-2 Wage Statement Add a W-2 Wage Statement and enter the first set of 4 codes in box 12. Step 2: Deduct $1 from Box 1 Deduct $1 from Box 1 of this W-2 entry. Step 3: Add a second W-2 Wage Statement Add a second W-2 Wage Statement. Step 4: Enter the same employer information Enter the same employer information. Step 5: Enter $1 in Box 1 Enter $1 in box 1. Step 6: Enter your additional Box 12 code(s) Enter your additional Box 12 code(s). Step 7: Repeat as needed Repeat steps 3-6 as needed. ⚠️ Important Note Make sure that the total W-2 amount in box 1, for all W-2s added, does not exceed the amount reported to the taxpayer on the printed W-2. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter a 1031 exchange in SureFire 2017? This guide walks you through entering a 1031 exchange in SureFire 2017, including how to handle multiple assets being disposed of. ⚠️ Before You Begin Make sure you know which asset(s) are involved in the 1031 exchange so you can complete the correct forms and sections. 📊 Step-by-Step Guide Step 1: Open the asset involved in the 1031 exchange Use this when you need to start the 1031 exchange entry for the correct asset. Go to the Asset involved in the 1031 exchange. Step 2: Select the correct transaction type Use this to begin the exchange/disposition workflow. Select the Sale, Exchange, Disposition button. Step 3: Complete the depreciation stop section Use this to ensure depreciation is handled correctly for the exchange/disposition. Complete the Stop Depreciatiomortization section.   If you have multiple assets to discard, see instructions below. Step 4: Go to Form 8824 (Page 1) Use this to complete the first part of Form 8824. Go to form 8824, page 1. Complete Part I. Step 5: Go to Form 8824 (Page 2) Use this to complete the remaining lines on Form 8824. Go to form 8824, page 2. Complete lines 15-25.     📋 To dispose of Multiple Assets Step 1: Start with the main asset worksheet Use this when you have a bulk disposition involving more than one asset. Go to the Sale, Exchange, Disposition worksheet of the main asset. Step 2: Enter the number of assets on the first line Use this to indicate how many depreciable assets are included. In the Sale of Depreciable Asset section, enter a number on the first line. Example: 1 Step 3: Mark the main asset Use this to identify which asset is the main asset in the bulk disposition. Since this is the Main Asset, select the check box on the next line. Step 4: Enter remaining assets Use this to add each remaining asset included in the bulk disposition. Then for all of the remaining assets for this bulk disposition, enter a 1 on the first line. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter a 1099-K for a return in SureFire? According to the IRS instructions, Form 1099-K is used to report Payment Card and Third Party Network Transactions. This guide explains where to enter your 1099-K income depending on the type of return you are filing. ⚠️ Before You Begin You will need: Your Form 1099-K information (especially your gross 1099-K income) The type of return you are preparing (Individual 1040 or Business return such as 1065, 1120, or 1120S) 📊 Step-by-Step Guide Step 1: Understand where the 1099-K income goes You should report the income from the Form 1099-K along with any other sources of income on the appropriate income tax return. Step 2: If you are filing an Individual 1040 return Use this when you need to report 1099-K income on a Schedule C. If you're self-employed or an independent contractor, you'll report your 1099-K income on Schedule C of Form 1040. To report your 1099-K income on this form, simply enter your gross 1099-K income on line 1 of Schedule C. Your 1099-K income can be entered directly on line 1 or a scratchpad can be used, by using the Go To Existing Link. Step 3: If you are filing a Business return (1065, 1120, or 1120S) Use this when you need to report 1099-K income on line 1a of your business form. If you have a partnership, corporation, or an S corporation, you'll report your 1099-K income on line 1a of your form. Find your gross 1099-K income and list it on the correct line. The 1099-K can be entered directly Page 1, line 1a or entered into Trial Balance. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter a 121 exclusion - gain from sale of personal residence? Form 4797 is for Sale of Business Property, so the Sale of Principal Residence would not be reported on this form. You will need to complete Schedule D, Wkt 2, Sale of your Home section. 📊 Step-by-Step Guide Step 1: Do not use Form 4797 for your principal residence Use this when you need to understand where your principal residence sale should be reported. Form 4797 is for Sale of Business Property, so the Sale of Principal Residence would not be reported on this form. Step 2: Complete the correct home sale section Use this when you need to enter the gain from the sale of your home correctly. You will need to complete Schedule D, Wkt 2, Sale of your Home section. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter a nonfarm income on a 1040 return using Form K1 P/S in SureFire? This guide shows you how to enter nonfarm income on your 1040 return using Form K1 P/S in SureFire. ⚠️ Before You Begin You will need: Access to your 1040 return in SureFire Your nonfarm income amount to enter on Form K1 P/S 📊 Step-by-Step Guide Step 1: Open the Form K1 P/S worksheet Use this when you need to enter nonfarm income on the correct worksheet. Go to Form K1 P/S - Partner's and Shareholder's K-1 Worksheet. Step 2: Enter the nonfarm income amount Use this when you need to record the gross non-farm income. In line 14c - Gross non-farm income. Step 3: If applicable, enter the amount on Schedule SE (nonfarm optional method) Use this when you are using the nonfarm optional method to figure earnings from self-employment. If using the nonfarm optional method to figure earnings from self-employment on Schedule SE, type this amount on Schedule SE, section B, part II. Step 4: Calculate the return Use this when you are ready to update totals and complete the return. Calculate the return. ✅ Success! Your nonfarm income has been entered on Form K1 P/S (line 14c), and if needed, on Schedule SE (section B, part II). Then you calculated the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter a prior year passive loss carryforward on Schedule E in an individual (1040) return in SureFire? This guide shows you how to enter a prior year passive loss carryforward on Schedule E in a 1040 individual return in SureFire. ⚠️ Before You Begin Make sure you are working in the correct return type and that you are entering the amount as a prior year loss carryforward on Schedule E. 📊 Step-by-Step Guide Step 1: Open Schedule E page 1 Use this when you need to navigate to the correct worksheet where the prior year loss carryforward is entered. Go to Schedule E pg 1. Step 2: Enter the prior year loss carryforward amount Use this when you need to enter the prior year passive loss amount into the correct field on Schedule E. In the worksheet at the bottom of the Sch E page 1, enter the loss on the "prior year loss carryforward" field. " 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter a sale on Form 8949 for a 1065 return in ? This guide explains how to enter a sale using Federal Form 8949 and how the information flows through Schedule D and Schedule K-1 for a 1065 return. ⚠️ Before You Begin You will need: Access to Federal Government Form 8949 - Sales and Other Dispositions of Capital Assets The applicable sale information to enter in the Federal Information section 📊 Step-by-Step Guide Step 1: Open Form 8949 Use this when you need to enter the sale details. Go to Federal Government Form 8949 - Sales and Other Dispositions of Capital Assets. Step 2: Select the Input tab Use this to begin entering the sale information. Click Input (tab). Step 3: Enter the sale information Use this to provide all required details for the sale. In the Federal Information section, enter all applicable information. Step 4: Confirm how the gain or (loss) flows Use this to understand where your entries will appear next. The gain or (loss) on page 1, column (h), then flows to Schedule D. Step 5: Review Schedule D reporting Use this to verify the short-term and long-term totals. On Schedule D, the Net short-term capital gain or (loss) is reported on line 7 and the Net long-term gain or (loss) is reported on Line 15. Step 6: Confirm totals flow to Schedule K-1 Use this to ensure the partnership totals are passed through correctly. The totals from lines 7 and 15, then flow to the Schedule K-1, line 9a or 11. Step 7: Provide Schedule K-1 to the taxpayer Use this to complete the process for the partner’s personal return. The Schedule K-1 is then provided to the tax payer to report on their 1040 return. 💡 Additional Reference For more information on sales entered on Form 8949 and how to report them, see IRS Form 1065 Instructions. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter a taxable amount if Form 1099R? This guide explains how to enter the excludable (taxable) amount using the Exclusion Worksheet for Form 1099R. ⚠️ Before You Begin Have your Form 1099R available so you can reference the correct amounts to enter. 📊 Step-by-Step Guide Step 1: Open Form 1099R Use this when you need to access the correct form section. Go to Form 1099R. Step 2: Go to the Exclusion Worksheet section Use this to enter the amount that should be excluded from income tax. Go to the Exclusion Worksheet section. Step 3: Enter the excludable amount on Line 1 Use this to report the rollover amount that is excludable from income tax. In Line 1 - Amount rolled over, enter the amount that is excludable from income tax. 📝 Note By entering the amount, the program will lower the amount shown on Form 1040; otherwise, SureFire will calculate the total amount of the pension received (Box 1 or Box 2 of the 1099R) to be taxable. If any other amount from Box 1 or Box 2 is excludable (other than a rollover), enter the amount on Line 2 of the Exclusion Worksheet. ✅ Success! You have entered the excludable rollover amount on the Exclusion Worksheet for Form 1099R. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter additional expenses not included on the Form Sch C (1040) for a 1040 return in SureFire? This guide shows you how to add other business expenses to your 1040 return when they are not included on Form Sch C. ⚠️ Before You Begin Make sure you are working on your 1040 return and can access Form Sch C. 📊 Step-by-Step Guide Step 1: Open Form Sch C Use this when you need to access the Sch C fields where you will add additional expenses. Go to Form Sch C. Step 2: Link to Sch C Page 2 Use this when you need to add expenses that are not already included on the main Sch C page. Right-click the Line 27 entry field. Select F9 to link to NEW Sch C Pg 2 - Sole Proprietorship Profit or Loss Pg 2. Step 3: Enter the additional expenses Use this when you need to record the type and amount of other business expenses. Enter the Type of other business expenses and Amount entries. Step 4: Save your return Use this when you are finished entering the additional expense information. Click the File menu, Save Return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter an amount due that was paid when extension was filed in SureFire? This guide shows you how to enter an amount due that was paid when you filed an extension in SureFire. ⚠️ Before You Begin Have the amount you paid with your federal extension available (Forms 4868 or 2350). 📊 Step-by-Step Guide Step 1: Open the Federal Extension Payment and carryover worksheet Use this when you need to... Go to 1040 Wkst 3 to Federal Extension Payment and carryover Worksheet. Step 2: Enter the amount paid with the federal extension Use this when you need to... Enter the amount on Amount paid with Federal extension (Forms 4868 or 2350). Step 3: Confirm the amount flows to the correct line Use this when you need to... The amount will flow to 1040 pag 2 line 33. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter Business Start-up costs on Schedule C in SureFire 2017? This guide explains how to enter Business Start-up costs on Schedule C (1040) in SureFire 2017. ⚠️ Before You Begin You can enter Business Start-up costs on Schedule C in one of two ways: Enter on Schedule C, page 2, Part V Amortize 📊 Step-by-Step Guide Option A: Enter on Schedule C, page 2, Part V Use this when you want to enter the Business Start-up costs directly on Schedule C. Enter on Schedule C, page 2, Part V. Option B: Amortize Use this when you need to amortize the Business Start-up costs. To Amortize, go to Schedule C, page 1, line 13 and jump to New 4562 pg 1 - Depreciation and Amortization. On form 4562, page 2, Part VI Amortization, select the first field in the Description of costs column, and jump to the NEW Asset Wkt. On the Asset Wkt, on line 3 - Method, choose AMORTIZ. Choose the Amortization code section using the F1 help menu.   📝 Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo ingreso los Business Start-Up Costs (costos de empezar un negocio) en el Schedule C en SureFire 2017? 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter carryover ordinary losses from a 1065 K1 in a Form 1040 when using SureFire when there is no prior year return? This guide explains how to enter carryover ordinary losses from a 1065 K1 on your Form 1040 in SureFire when you do not have a prior year return to carry forward. ⚠️ Before You Begin Before you start, keep in mind: If you carried forward the return from the prior year, the loss would be reported on Form 8582. Since you do not have a prior year return, you will need to enter manually. Override may be required on most of the fields. 📊 Step-by-Step Guide Step 1: Enter the loss amount on Form 8582 (Page 1) Use this when you need to enter the carryover ordinary loss amount. On Page 1 of 8582, line 2c, enter the amount as a negative number. Step 2: Enter the activity name and amount on Form 8582 (Page 2) Use this when you need to match the activity to the correct K1 type and enter the amount. On Page 2 of 8582, Part V: Activity name is 1065/1120S/1041 K1S - enter the amount in column C. You can use the 3rd line. Step 3: Complete the AMT section if the amount does not flow over Use this when the amount is required but does not automatically carry into the AMT section. Complete the 8582 AMT if the amount are required but not flow over. If needed, follow the same steps as noted above. ✅ Success! You have manually entered the carryover ordinary losses from the 1065 K1 into Form 8582 for your Form 1040, including the correct negative amount and the appropriate activity entry. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter data on the GA 1099G - Unable to enter unemployment benefits on GA 1099G? The Federal 1099G needed to be added to the return and completed so the information would flow to the GA 1099G. 📊 Step-by-Step Guide Step 1: Add the Federal 1099G to the return Add the Federal 1099G to the return so the system can pass the information to the GA 1099G. Step 2: Complete the Federal 1099G Complete the Federal 1099G fields so the information will flow to the GA 1099G. ❌ Common Issue If you are unable to enter unemployment benefits on the GA 1099G, make sure the Federal 1099G was both added to the return and completed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter estimated federal tax payments on an 1120 return in SureFire? This guide shows you how to enter Estimated Federal Tax Payments on an 1120 (Corporation Income Tax Return) in SureFire. ⚠️ Before You Begin Make sure you are working in the correct return: Federal Government Form 1120 - Corporation Income Tax Return 📊 Step-by-Step Guide Step 1: Open the 1120 return Use this when you need to access the correct form in SureFire. Go to Federal Government Form 1120 - Corporation Income Tax Return. Step 2: Navigate to the Schedule J section Use this when you need to reach the estimated payments area. Click 3 (tab) located at the bottom. Step 3: Jump to the Estimated Payments worksheet Use this when you need to enter the dollar amounts for the year. On Schedule J, Line 13 - 20XX estimated tax payments, click the green arrow to jump to the 20XX Estimated Payments worksheet. Step 4: Enter your Federal Estimated Payments Use this when you need to record all applicable payments. Enter all applicable Federal Estimated Payments. ✅ Success! You have entered the Federal Estimated Tax Payments on the 1120 return. 💡 More Information For more information on Corporate Estimates Tax Payments, see IRS Corporate Estimated Tax Payment Instructions. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter exempt interest dividends in a 1040 return in SureFire? This guide explains where to enter Exempt Interest Dividends in your 1040 return in SureFire. ⚠️ Before You Begin You will need to access Schedule B and your Dividend Statement. 📊 Step-by-Step Guide Step 1: Go to Schedule B, line 5a Use this when you need to enter dividend information from your statement. Go to Schedule B, line 5a, and link that line (press F9) to the Dividend Statement. Step 2: Enter Exempt Interest Dividends in the correct column Use this to ensure the exempt amounts are placed in the right field. Exempt Interest Dividends are entered in the last column. Step 3: Do not include exempt interest in ordinary dividends Use this to avoid misreporting the dividend type. Note that the first column (Ordinary Dividends) should NOT include the Exempt Interest. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter farm rental income on form 1041 in SureFire? This guide explains how farm rental income should be reported on IRS Form 1041 using Schedule E (Form 1040) information. ⚠️ Before You Begin Review the IRS instructions for Form 1041, specifically Line 5 - Rents, Royalties, Partnerships, Other Estates and Trusts, etc. 📊 Step-by-Step Guide Step 1: Use Schedule E (Form 1040) for the estate or trust’s share Use this when you need to report the estate’s or trust’s share of income (or losses) from certain sources. Per IRS Form 1041 Instructions for Line 5 - Rents, Royalties, Partnerships, Other Estates and Trusts, etc.: Use Schedule E (Form 1040), Supplemental Income and Loss, to report the estate's or trust's share of income or (losses) from: rents royalties partnerships S corporations other estates and trusts REMICs Step 2: Report farm rental income and expenses on Schedule E (Form 1040) Use this when the farm rental income is based on crops or livestock produced by a tenant. Also use Schedule E (Form 1040) to report farm rental income and expenses based on crops or livestock produced by a tenant. Step 3: Enter the net profit (or loss) on line 5 Use this to complete Form 1041 Line 5 based on what you reported on Schedule E. Enter the net profit or (loss) from Schedule E on line 5. ❌ Important Reporting Requirements See the Instructions for Schedule E (Form 1040) for reporting requirements. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter federal tax withheld from Social Security benefits in a 1040 return using SureFire? This guide shows you how to enter federal tax withheld from Social Security benefits on your 1040 return in SureFire. ⚠️ Before You Begin Have your 1040 return open in SureFire so you can navigate to the correct worksheet and lines. 📊 Step-by-Step Guide Step 1: Navigate to 1040 Page 1 Use this when you need to access the correct line and worksheet. Go to 1040 Pg 1. Step 2: Link to the Social Security worksheet Use this to open the worksheet where Social Security amounts are entered. In Line 6a - Social security benefits, link to NEW 1040Wkt1 - Social Security, Other Income Worksheet. Step 3: Enter the federal tax withheld amount Use this to report the federal tax withheld from Social Security benefits. Go to the Social Security and Railroad Tier 1 Benefits section. In the Federal tax withheld line, enter an amount. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter fixed assets? In order for depreciation to flow correctly it must be linked to the parent form, in this case the schedule E. 📊 Step-by-Step Guide Step 1: Link Schedule E to Form 4562 Use this when you need to connect depreciation to the correct parent form. Go to the Sch E, page 1, line 19 and click on the chain link and select New 4562 page 1 - Depreciation and Amortization Pg 1. The form 4562 will be added to the forms tree Step 2: Link Form 4562 to the Asset Worksheet Use this when you need to add the asset worksheet that will hold your fixed asset entries. Go to the Form 4562, page 1, line 6 click on the chain link and select Asset Wkt - Depreciation and Amortization Worksheet. Asset worksheet will be added to the forms tree Step 3: Add assets to the Asset Worksheet Use this when you need to enter one or more fixed assets for Schedule E. Add the asset on the Asset Wkt. To add additional assets, right click on the Asset Wkt and select Copy Asset Wkt, repeat step 3 until you enter all the assets on the Sch E property ✅ Next: Additional Schedule E Properties For additional Sch E properties repeat from step 1 above 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter Form 1098-T information in my SureFire Software? Add 1040 Wkt 2 (Student Loan Interest, Coverdell ESA and QTP Tuition Fees) to your software and enter the information that is on the 1098-T on this form. ⚠️ Before You Begin Have your Form 1098-T available so you can enter the information accurately. 📊 Step-by-Step Guide Step 1: Add the correct worksheet Add 1040 Wkt 2 (Student Loan Interest, Coverdell ESA and QTP Tuition Fees) to your software. Step 2: Enter your 1098-T information Enter the information from your 1098-T on this form. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter Home Office expense for joint taxpayers with two business office in the same home? - Expense allocation is off for home office This guide explains how to enter Home Office expenses when you have joint taxpayers and two business office spaces in the same home. ⚠️ Before You Begin Before you enter the expenses, make sure you are prepared to: Complete separate worksheets for each joint taxpayer Use the same home square footage for both business activities 📊 Step-by-Step Guide Step 1: Complete separate worksheets Use this when you need to enter Home Office expenses for joint taxpayers with two business office spaces in the same home. Complete 2 separate worksheets for the taxpayer and the spouse. Step 2: Enter matching square footage Use this to ensure the allocation is calculated correctly for both activities. Make sure that you enter the same square footage of the home for both activities. Step 3: Confirm how the allocation % is used Use this to understand why your indirect expense allocation may be off. The % calculated will be used to allocate indirect expenses to each business. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Title: How do I Enter Information for a Deceased Spouse in a 1040 Return in SureFire? This guide explains where to enter the deceased spouse information in a 1040 return in SureFire. ⚠️ Before You Begin Use Name Line 2 only in the following situations: If the taxpayer or spouse died in the year for which the tax return is being filed or the current year 📊 Step-by-Step Guide Step 1: Open the Main Information Sheet Use this when you need to find where to enter the deceased spouse details. Go to the Main Information Sheet. Step 2: Click the Mailing Address section Use this to access the fields where the name information is entered. Click the Mailing Address section. Step 3: Enter the name on Name line 2 Use this to enter the correct name for the surviving spouse or representative. Type in the name of the surviving spouse or representative on "Name line 2." See the instructions below for more information. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter information so that Sch E Pg 1 This guide explains how to enter information for Schedule E Page 1, including when to use the part-year rental worksheet and how to link depreciation to Form 4562. ⚠️ Before You Begin Use the correct worksheet based on how the property was rented/owned during the year: If you use the link and go to the part year Rental worksheet, the amounts will not populate. You use this worksheet when you have a part year or part ownership. If Taxpayer own 100% and rent it full year then they do not use the part year worksheet. Remove the part year, rental ownership worksheet. 📊 Step-by-Step Guide Step 1: Link depreciation from Schedule E Page 1 Use this when you need to enter depreciation on Schedule E. To enter depreciation - go to line 18 on the Schedule E and link to the New 4562 pg 1- Depreciation and Amortization, Pg 1 worksheet. Step 2: Enter depreciation on the linked Form 4562 worksheet Use this when you need to input the depreciation amounts. From line 6 on the Form 4562, link to the New Asset Wkt - Depreciation and Amortization Worksheet, enter depreciation on this form. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter leasehold improvement for a rental property in a 1040 return in SureFire? This guide explains how to enter a leasehold improvement for a rental property in a 1040 return using SureFire. ⚠️ Before You Begin Before you start, make sure you have access to: The Asset Worksheet for Form 4562 The Schedule E for the parent property 📊 Step-by-Step Guide Step 1: Add the leasehold improvement asset Use this when you need to add a new asset and choose the correct asset type. From the Asset Wkt for form 4562, add a new asset and select a Leasehold Improvement that best describes the property you need to input data for, in the Asset Type drop-down. Step 2: Select the parent property Use this when you need to link the improvement to the correct rental property. Select the parent property from the Sch E in the parent property drop-down. Step 3: Complete the asset worksheet Use this when you need to enter the required details for the leasehold improvement. Complete the asset worksheet. Step 4: Verify calculations on Schedule E Use this to confirm everything calculated correctly. Look at the Schedule E to verify calculations. 📝 Additional Information Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo ingreso la mejora de arrendamiento para una propiedad de alquiler en una declaracin 1040 en SureFire? 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter Market Discount Interest - What do I do with a market discount interest. The most accurate answer for your tax questions will be available via the IRS tax help, instructions for the specific source document that you received from the taxpayer and IRS publications. 📚 What This Guide Covers This article provides IRS-based guidance on: What market discount is When market discount is includible in income 📝 Market Discount Interest Step 1: Review the IRS reference materials Use this when you need the most accurate tax treatment details from the IRS. https://www.irs.gov/publications/p550 - This one is for 2019, but has great details about interest income and how to treat it https://www.irs.gov/businesses/small-businesses-self-employed/cost-basis-reporting-faqs Step 2: Understand what market discount is Use this when you need to determine whether your debt instrument has market discount. In general, market discount is the excess of (a) a debt instruments stated redemption price at maturity over (b) your basis in the debt instrument immediately after you acquire it. If a debt instrument also has OID, market discount is the excess of (a) the debt instruments adjusted issue price as of the day you acquire it, over (b) your basis in the debt instrument immediately after you acquire it. Although it arises as a result of a purchase at a discount, market discount is a form of interest that is includible in taxable income. Although qualified stated interest received and OID accrued on a tax-exempt debt instrument are tax-exempt and not includible in income, market discount on a tax-exempt debt instrument isnt tax-exempt interest and therefore is includible in taxable income. Step 3: Know when market discount is includible in income Use this when you need to determine how and when market discount affects taxable income. Unless you have made an election to include market discount in income as it accrues, you must treat any gain when you dispose of a debt instrument with market discount as interest income, up to the amount of the accrued market discount. In addition, you must treat any partial principal payment on a debt instrument with market discount as interest income, up to the amount of the accrued market discount. In general, market discount accrues over the term of a debt instrument on a ratable basis or, if you elect, on a constant yield basis. For more information about market discount, see Pub. 550 and Pub. 1212. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter Minister's income in SureFire for the amount to be exempt from SE tax for income earned on W2 or 1099? This article explains how to handle ministerial income in SureFire so the correct amount is exempt from SE (self-employment) tax, depending on whether your income is reported on a W2 or on a 1099/Sch C. ⚠️ Before You Begin Before you start, confirm whether the exempt form 4361 was approved by the IRS for the ministerial exemption you are using. 📊 Step-by-Step Guide Step 1: W2 income (ministerial services only) Use this when your income is only for ministerial services and you are using the Schedule SE exemption. On the Schedule SE, check the box A at the top of the Sch SE if the exempt form 4361 was approved by the IRS. No SE tax will be computed. On the 1040 page 2, Line 57 the Form 4361 will be checked off. Step 2: 1099 / Sch C income (ministerial services) Use this when your ministerial income is reported on a 1099 and/or on Schedule C. You will have to go to the SE and override the income to exclude the amount for Ministerial services. This will deactivate the Sch E in the return. ❌ Important Note About Exemptions The self-employment income earned by ministers, even if approved by the IRS will not be exempt from SE tax, if the services performed are not considered ministerial services. 📝 What Counts as Ministerial Services? Ministerial services, in general, are the services you perform in the exercise of your ministry, in the exercise of your duties as required by your religious order, or in the exercise of your profession as a Christian Science practitioner or reader. Income you receive for performing ministerial services is subject to SE tax unless you have an exemption as explained later. Even if you have an exemption, only the income you receive for performing ministerial services is exempt. The exemption doesn't apply to any other income.   Most services you perform as a minister, priest, rabbi, etc., are ministerial services. These services include: Performing sacerdotal functions; Conducting religious worship; and Controlling, conducting, and maintaining religious organizations (including the religious boards, societies, and other integral agencies of such organizations) that are under the authority of a religious body that is a church or denomination   https://taxmap.irs.gov/taxmap/pubs/p517-001.htm#en_us_publink100033572 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter more than 5 non-cash donations on Form 8283 in SureFire? This guide explains how to handle more than 5 non-cash donations on Form 8283 in SureFire. ⚠️ Before You Begin You will need to be able to duplicate the Form 8283 entry in SureFire. 📊 Step-by-Step Guide Step 1: Duplicate Form 8283 using the keyboard shortcut Use this when you need to create a second Form 8283 so you can enter additional non-cash donations. Duplicate a copy of 8283 by clicking on 8283 and then shift+F10 now have two forms 8283. Step 2: Duplicate Form 8283 using right-click Use this when you prefer using the mouse instead of keyboard shortcuts. You can also right click on for 8283 and click copy. ❌ Important Note Form 8283 can't add more lines/rows. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter more than four dependents in a 1040 return using SureFire Install Version? This guide explains how to enter more than four dependents on a 1040 return in SureFire Install Version. ⚠️ Before You Begin Before you start, make sure you have your dependents information available so you can enter them into the correct worksheets. 📊 Step-by-Step Guide Step 1: Enter the first four dependents Use this when you need to enter dependents on the main return. Enter the first four dependents on the Main Information Sheet. Step 2: Navigate to 1040 Page 1 Use this when you need to access the Dependent Information section. Go to 1040 page 1. Step 3: Create a link to the Additional Dependent worksheet Use this when you need to add more than four dependents. Click the first line of the Dependent Information section for the dependent's first name. Create a link by pressing F9, or right-click this line and select "Link"" toadd the ""Additional Dependent"" worksheet. Step 4: Enter the dependent in the Additional Dependent Worksheet Use this when you need to enter dependents beyond the first four. In the Additional Dependent Worksheet 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter more than four states on form W-2 in SureFire? This guide shows you how to complete a W-2 that contains more than four states in SureFire. ⚠️ Before You Begin Keep in mind: This return will have to be paper filed. It cannot be electronically filed. 📊 Step-by-Step Guide In order to complete a W-2 that contains more than four states, use the following steps: Step 1: Enter the first four states Enter the first four states on the W-2 form. Step 2: Create a copy to enter additional states Do one of the following: Press Shift+F10. Click the Copy W2 tab. Step 3: Enter the remaining states (and skip Federal) Enter the remaining states on the W-2 copy. Do not enter any Federal information. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter Net Operating Loss carry forward on a 1040 in SureFire? This guide will show you where to enter your Net Operating Loss (NOL) carry forward on your 1040 in SureFire. ⚠️ Before You Begin Before you start, make sure you know the carryover amounts from last year to the current year. 📊 Step-by-Step Guide Step 1: Open the correct worksheet Use this when you need to enter the NOL carry forward on the 1040. Go to Form 1040 Wkt3 - Child Tax Credit, Federal Extension Payment, and Carryovers Worksheet. Step 2: Enter the carryover period Use this when you need to specify the carryover from last year to the current year. In Carryovers from YYYY to YYYY. Where "YYYY" is the carryover from last year to current year. Step 3: Enter the carry forward amount Use this when you need to input the amount carried forward. In Line 2 - Amount carried forward from YYYY. Listed on Sch 1 line 8. Enter as a positive amount. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter nominee distributions on an individual return in SureFire 2017? This article provides the steps for entering a nominee distribution on a 1040 return in SureFire. ⚠️ Before You Begin Have your nominee distribution amounts available for the applicable form type (1099-INT, 1099-DIV, or 1099-B). 📊 Step-by-Step Guide For nominee distributions reported on form 1099-INT Use this when you need to enter nominee distributions that relate to interest income. Go to Schedule B - Interest and Ordinary Dividends. In Part I, below the Other Interest section there is an area titled These amounts reduce taxable interest income. In the Nominee Distributions field enter the nominee distributions pertaining to form 1099-INT. For nominee distributions reported on form 1099-DIV Use this when you need to enter nominee distributions that relate to ordinary dividends. Go to Schedule B - Interest and Ordinary Dividends. In Part II: Ordinary Dividends, locate the Nominee Distributions field. Enter the nominee distributions pertaining to form 1099-DIV. For nominee distributions reported on form 1099-B Use this when you need to enter nominee information for capital gains or losses. Go to form 8949. Select column (a) then open a New Capital Gain or Loss Transaction Worksheet. To enter information for a nominee, you will enter N in Column (f) for the Code N - Nominee. Then enter the adjustment amount (Nominee share) in column (g). ✅ Note You can access the code information and additional instructions by pressing the F1 key on your keyboard while on the Capital Gain or Loss Transaction Worksheet, then select How to complete Form 8949, column (f) and (g). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Title: How do I enter nonrecaptured net Section 1231 losses from prior years in SureFire? This guide shows you how to enter nonrecaptured net Section 1231 losses from prior years in SureFire. ⚠️ Before You Begin Make sure you are working in Form 4797. 📊 Step-by-Step Guide Step 1: Open Form 4797 Use this when you need to... Go to Form 4797 page 1. Step 2: Find the correct worksheet Use this when you need to... Locate the Worksheet for Line 8 - Nonrecaptured Net Section 1231 Losses from Prior Years. Step 3: Enter the prior year amounts Use this when you need to... Enter the prior year amounts on the bottom of the worksheet. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter Ordinary and Qualified Dividends? This guide explains where to enter ordinary vs. qualified dividends and how to report capital gain distributions on Schedule D. ⚠️ Before You Begin You will need your: Form 1099-DIV (to find the ordinary and qualified dividend amounts) Schedule B and Schedule D available in your return IRS instructions for Form 1040 Schedule D (linked below) 📊 Step-by-Step Guide Step 1: Identify Ordinary vs. Qualified Dividends on Form 1099-DIV Use this when you need to find the correct amounts to enter. Box 1a shows the ordinary Dividend and box 1b shows qualified Dividend. Step 2: Add Schedule B and enter the Dividend Statement Use this when you need to report both ordinary and qualified dividends. To report both ordinary and qualified dividends, add the Sch B and the Dividend statement to the return. After you add the Sch B, to add the statement go to Sch B, part II Ordinary Dividends and from the first line use the link to select Dividend Stmt- Schedule B, line 5 Dividend Statement, enter both the ordinary and the qualified dividend on the dividend statement. Step 3: Enter Capital Gain Distributions on Schedule D, Line 13 Use this when you need to report capital gain distributions. Box 2a Go the Sch D line 13 and enter the amount, based on the IRS instructions noted below https://www.irs.gov/pub/irs-pdf/i1040sd.pdf, page D-2 📝 Capital Gain Distributions (What they are) Capital Gain Distributions These distributions are paid by a mutual fund (or other regulated investment company) or real estate investment trust from its net realized long-term capital gains. Distributions of net realized short-term capital gains aren't treated as capital gains. Instead, they are included on Form 1099-DIV as ordinary dividends. Enter on Schedule D, line 13, the total capital gain distributions paid to you during the year, regardless of how long you held your investment. This amount is shown in box 2a of Form 1099-DIV. 📝 Final Reminder For all lines on the 1099-DIV, refer to the IRS instructions for Recipient1099-DIV Instructions for Recipient 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter Rollover Fair Market Value contributions from Form 5498 in a 1040 return in SureFire? Form 5498, IRA Contributions Information, reports your IRA contributions to the IRS. Your IRA trustee or issuer not you is required to file this form with the IRS by May 31. You will not find this form in the tax software nor will you file it with your tax return. The copy you received in the mail is a copy for your records. 📝 Note The contributions should have been submitted to you on Form 1099R, Box 1 (https://www.irs.com/articles/what-is-tax-form-5498). 📊 Step-by-Step Guide Step 1: Go to Form 1099R Use this when you need to enter your IRA contribution details in SureFire. Go to Form 1099R. Step 2: Enter the contributions in Box 1 Use this to record the Rollover Fair Market Value contributions in the correct location. Enter the contributions in Box 1. Step 3: Save your return Use this to ensure your entries are recorded. Click File Save Return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter sale of main home in SureFire? This guide explains how to enter a sale of a main home in SureFire depending on whether you are required to report the sale to the IRS. ⚠️ Before You Begin Before entering the transaction, confirm whether: The transaction is for sale of home only and you are not required to report the sale to the IRS (gain may be excludable). You must report the sale (for example, you received an informational reporting document like Form 1099-S, or you cannot exclude all capital gain). 📊 Step-by-Step Guide Step 1: If you are not required to report the sale (sale of home only) Use this when the sale is for home only and you are not required to report the sale to the IRS. If the transaction is for sale of home only, for which the maximum exclusion will be allowed, and you are not required to report the sale to the IRS, do not enter on Sch D, page 1. Instead, report the amount on the Sch D Wkt 2 only, in the section for sale of home. If you check 16a as a yes on the Schedule D worksheet, also review line 17 in this section, to ensure that the taxpayer gets the maximum exclusion. To determine if taxpayer gets the maximum exclusion, review the IRS instructions for sale of main home. Step 2: If you must report the sale of your home Use this when you must report the sale to the IRS. Additional information: If you must report the sale of your home, do the following in SureFire: Add the form 8949 to the return, link from 8949, part II to the capital gains worksheet. On the Capital gains worksheet: Fill in the code for the 1099 column (select from list of letter codes and meaning at top of page) Under the Column (b) date acquired or If the property was inherited, type inherit as the date acquired Enter the date sold, selling price and cost or other basis Enter code H in box F. (you can review the form 8949 instructions for the meaning of the codes) Enter the amount of gain to be excluded as a negative number on Column g. Confirm the flow to Schedule D: This will flow the sale to the Sch D. You can also complete Sch D Wkt 2. Please also note that while the taxpayer may not be required to report the sale due to gain is excludable from income, see the topic Reporting the Sale 📝 Reporting the Sale Reporting the Sale - https://www.irs.gov/taxtopics/tc701 If you receive an informational income-reporting document such as Form 1099-S, Proceeds From Real Estate Transactions (PDF), you must report the sale of the home even if the gain from the sale is excludable. Additionally, you must report the sale of the home if you can't exclude all of your capital gain from income. Use Schedule D (Form 1040 or 1040-SR), Capital Gains and Losses (PDF) and Form 8949, Sales and Other Dispositions of Capital Assets (PDF) when required to report the home sale. Refer to Publication 523 for the rules on reporting your sale on your income tax return. 📝 Qualifying for the Exclusion Qualifying for the Exclusion - https://www.irs.gov/taxtopics/tc701 In general, to qualify for the Section 121 exclusion, you must meet both the ownership test and the use test. You're eligible for the exclusion if you have owned and used your home as your main home for a period aggregating at least two years out of the five years prior to its date of sale. You can meet the ownership and use tests during different 2-year periods. However, you must meet both tests during the 5-year period ending on the date of the sale. Generally, you're not eligible for the exclusion if you excluded the gain from the sale of another home during the two-year period prior to the sale of your home. Refer to Publication 523 for the complete eligibility requirements, limitations on the exclusion amount, and exceptions to the two-year. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter Sec 199A (QBI) amounts in a 1120S return using SureFire (2020-2021)? This guide shows you how to enter Sec 199A (QBI) amounts in a 1120S return using SureFire for tax years 2020-2021. ⚠️ Before You Begin Make sure you are working on a 1120S return in SureFire (2020-2021). 📊 Step-by-Step Guide Step 1: Go to the 1120S Other Information line Use this when you need to navigate to the correct section of the 1120S form. Navigate to the 1120S Other Information line on the form. Step 2: Open the correct 1120S page Use this when you need to find the Sec 199A section on the form. For the 1120S, this is the 1120S page 4. Step 3: Scroll to the Sec 199A section Use this when you need to locate the Sec 199A (QBI) area to enter amounts. Scroll down to the Sec 199A section on the statement. Step 4: Use the correct code for 1120S returns Use this when you need to select the correct code for the return type. Codes V for 1120S returns. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter section 179 deduction on a 1040 return for the amount to flow to Sch E? - Error with a deduction on a K-1. Use this guide to enter the Section 179 deduction so the amount flows correctly to Schedule E and then to your 1040. ⚠️ Before You Begin Make sure you have the Section 179 amount coming from the K-1 available. 📊 Step-by-Step Guide Step 1: Enter the Section 179 amount on Form 4562 Use this when you need to enter Section 179 from a K-1. Enter it as Section 179 on the 4562 - line 6 - using the amount from the K-1's. Step 2: Confirm it flows to Schedule E and then to Form 1040 Use this to verify the deduction is applying to the right place. The amount will flow to Sch E, offset against the profit, and then goes to 1040. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter Section 179 deductions in SureFire? This guide explains how Section 179 amounts work in SureFire and what each field means when you enter them for a property. ⚠️ Before You Begin Generally, taxpayers can elect to expense part or all of the cost of section 179 property that they place in service during the tax year and use predominantly (more than 50%) in their trade or business. For more information, see the IRS instructions for Form 4562. 📊 What SureFire Does With Your Entries Use this when you need to know how your Section 179 input affects the rest of the return. SureFire will use the amount you enter here on subsequent Business Asset Worksheets that you add to this return. 📝 Understanding the Section 179 Fields Line 1, Maximum dollar limitation Use this when you need to enter (or not enter) the maximum limitation. If you are not preparing a state return, leave this field blank. SureFire calculates the federal and state fields. See maximum limits above. Line 2, Total 179 elected this return Use this to understand how the total is determined for the return. SureFire calculates the total amount of 179 expense claimed on all Business Asset Worksheets in this return. Line 3, 179 remaining for this property Use this to see how much Section 179 is left for the specific property. SureFire subtracts the total amount claimed from the maximum allowed. If this amount is zero, you cannot claim the 179 expense deduction for this property. Line 4, Auto 179 remaining for this property, if limitations apply Use this when the property is an automobile and limitations may apply. SureFire displays this amount if this property is an automobile used more than 50% in the business. Line 5, 179 election amount for this property Use this to choose how much of the property cost the client wants to expense under Section 179. Type the amount of 179 expense deduction the client wants to claim on this property. The client does not have to expense the entire cost of the property. SureFire calculates depreciation on the any amount over the 179 amount. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter states paid to another state on a New Jersey individual return in SureFire 2017? This guide shows you how to enter taxes paid to another state on a New Jersey individual return in SureFire 2017. ⚠️ Before You Begin Make sure you are working in your New Jersey individual return (NJ 1040) in SureFire 2017. 📊 Step-by-Step Guide Step 1: Open the NJ 1040 Use this when you need to access the New Jersey individual return forms. Go to form NJ 1040. Step 2: Navigate to page 3 Use this when you need to reach the section where you can add the schedule. Select page 3. Step 3: Add the NJ Sch A using Jump to Use this when you need to add the schedule needed for credit for taxes paid to another state. On line 41 use the Jump to, to add the NJ Sch A. Step 4: Complete NJ Sch A Use this when you need to enter the information required to receive the credit. Complete the NJ Sch A to get credit for taxes paid to another state. Step 5: Save your work Use this when you want to ensure your entries are recorded. Click Save. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter the basis adjustment on the Business Asset Worksheet? This guide shows you how to enter the basis adjustment on the Business Asset Worksheet. ⚠️ Before You Begin You will need to access the Form4562 area in SureFire. 📊 Step-by-Step Guide Step 1: Open Form 4562 Use this when you need to access the Business Asset Worksheet. Go to Form4562. Step 2: Choose the correct Business Asset Worksheet Use this to select the worksheet that matches your situation. Select the applicable Business Asset Worksheet. Step 3: Go to the correct tab Use this to find where basis adjustments are entered. Select the Depreciation and Section 179 tab. Step 4: Enter the basis adjustment Use this to input the basis adjustment amount. Enter the basis adjustment on the Line 1b, Federal column entry field. Step 5: Save and return Use this to ensure your entry is recorded. Select File Save Return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter the exclusion of Puerto Rico income? This guide explains where to enter the taxpayer’s Puerto Rico income exclusion in SureFire. ⚠️ Before You Begin Before you enter the exclusion amount, please note: Do not enter this income on Form 1040. You will enter the exclusion amount on the Main Information Sheet in the Taxpayer Information section. 📊 Step-by-Step Guide Step 1: Enter the exclusion amount in the Main Information Sheet Use this when you need to enter the Puerto Rico income exclusion amount for the taxpayer. Enter the amount of income the taxpayer is excluding on the Main Information Sheet, in the Taxpayer Information section of the form. Step 2: Confirm SureFire applies the exclusion correctly Use this to understand what happens after you enter the exclusion. SureFire will use the amount of the exclusion entered on the Main Information Sheet to reduce the standard deduction and certain credits according to IRS instructions. ✅ Success! Once the exclusion amount is entered on the Main Information Sheet (Taxpayer Information section), SureFire will apply it automatically as required. 📝 Helpful IRS Resources For more information on excluding Puerto Rico income, see: IRS Publication 570, Tax Guide for Individuals with Income from U.S. Possessions IRS Publication 1321, Special Instructions for Bona Fide Residents of Puerto Rico who Must File a U.S. Individual Income Tax Return 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter the Health Savings Account (HSA) deduction so that it flows to Line 25 on the Form 1040 If contributions (other than employer contributions) were made to the taxpayer's health savings account for 2020, he or she may be able to take this deduction. ⚠️ Before You Begin You may be able to take this deduction if contributions (other than employer contributions) were made to the taxpayer's health savings account for 2020. 📊 Step-by-Step Guide Step 1: Go to Schedule 1 (Sch 1) Use this when you need to start entering the HSA deduction in the correct place. Go to the Sch 1. Step 2: Link Line 12 to Form 8889 Use this when you need SureFire to calculate the HSA amount from Form 8889. On Line 12, press F9 to link to Form 8889. Step 3: Confirm SureFire pulls the correct amount Use this to verify the amount is calculated correctly. SureFire calculates the amount from Form 8889, line 13 to this field. ✅ Success! After linking Line 12 to Form 8889, SureFire calculates the amount from Form 8889, line 13 to this field so it can flow to Line 25 on the Form 1040. 💡 Note See Form 8889 for more information. On Form 8889, press Shift+F1 for the IRS instructions. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter the Maryland unemployment benefit amounts on Form MD 505 Unfortunately, Maryland does not consider unemployment to be from Maryland sources for a non-resident. ⚠️ Before You Begin Note: https://taxes.marylandtaxes.gov/Individual_Taxes/Individual_Tax_Types/Income_Tax/Filing_Information/Determine_Residency_Status/If_You_are_a_Nonresident_Filer.shtml 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter the new 20% Qualified Business Income (QBI) Deduction for pass through income in SureFire 2017? At this moment, SureFire 2017 is not capable of entering the new 20% Qualified Business Income (QBI) Deduction for pass through income. ⚠️ Before You Begin Note: The 20% QBI deduction will be available in SureFire 2018. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter the NYS claim of right from the Form IT-257 on the NY IT-201-ATT? This guide shows you where to enter the New York State claim of right credit from Form IT-257 onto the NY IT-201-ATT. ⚠️ Before You Begin Have your New York Form IT-257 available so you can enter the correct claim of right credit amount. 📊 Step-by-Step Guide Step 1: Go to the correct section Use this when you need to enter refundable credits for New York State, New York City, Yonkers, and MCTMT. Section D: New York State, New York City, Yonkers, and MCTMT Refundable Credits (cont.) Step 2: Enter the NYS claim of right credit Use this when you need to transfer the claim of right credit from IT-257 to the IT-201-ATT. Enter the New York State claim of right credit from New York Form IT-257 on line 15. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter the vehicle expenses on the Business Vehicle Expense Worksheet in SureFire? Use the Business Vehicle Worksheet to calculate the deductible amount of gas and other expenses for up to four vehicles. ⚠️ Before You Begin You will be entering information for: Up to four vehicles on the worksheet Gas and other vehicle expenses (deductible amount is calculated based on business use) 📊 Step-by-Step Guide Step 1: Open the Business Vehicle Worksheet Use this when you need to start the worksheet. Go to Vehicle Wkt. Step 2: Enter the name at the top of the form Use this when you need to identify the individual or business. Type the name of the individual or business at the top of the form. Step 3: Enter vehicle details for each vehicle Use this when you need to provide the mileage and vehicle description. For each vehicle, enter the description of the vehicle, business miles, and total miles. Step 4: Review or enter business use percent (optional) Use this when you want to skip mileage entries and enter business use directly. SureFire calculates the percent of business use. You may skip the mileage entries and enter the percent of business use directly on the Business use percent lineif you wish. Step 5: Understand how totals and deductible amounts are calculated Use this when you want to know what the worksheet does with your entries. The worksheet totals the expenses and calculates the deductible amount based on the percent of business use. Parking fees and tolls are added in at 100%. Step 6: Duplicate the worksheet if you have more than four vehicles Use this when you need additional worksheet space. This worksheet can be duplicated if you have more than four vehicles. Press Shift+F10 to duplicate the form. Step 7: Enter depreciation correctly Use this when you need to handle vehicle depreciation. Depreciation for these vehicles must be entered by linking from Form 4562 to a Depreciation Worksheet. Step 8: Use separate worksheets for each vehicle Use this when you need to keep vehicle information organized. Use a separate worksheet for each vehicle. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter Traditional IRA and/or Roth IRA contributions in SureFire? This guide explains how to add the IRA worksheet to your return and where to enter your Traditional IRA contributions. ⚠️ Before You Begin Make sure you are working in the return where you want to enter IRA contributions. 📊 Step-by-Step Guide Step 1: Add the IRA worksheet to the return Add the IRA worksheet so you can enter your IRA contribution information. Add IRA worksheet to the return:   Click Add Form/Display Form List or press Ctrl+F10. Type IRA Wktin the "Look for:" box or select IRA Worksheet from the "Find a form" list and press Enter.     Step 2: Enter Traditional IRA and/or Roth IRA contributions Use the instructions below to enter your contribution types. To enter Traditional IRA and/or Roth IRA contributions follow the instructions below:   Traditional IRA Contributions On Line 10 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter two or more Form 1095-As in SureFire? Iftwo or more Form1095-As are received and the policy is not shared, then the amountswill need to becombined for the months that overlapon the same Form 8962 page 1, lines 12-23. 📊 Step-by-Step Guide Step 1: Combine amounts for overlapping months Iftwo or more Form1095-As are received and the policy is not shared, then the amountswill need to becombined for the months that overlapon the same Form 8962 page 1, lines 12-23. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter withholdings from various/different 1099's in SureFire? This guide shows you how to add the withholding form area in SureFire and link multiple 1099 forms so their withholding information flows in automatically. ⚠️ Before You Begin Make sure you know where to navigate to the forms/display list in SureFire. 📊 Step-by-Step Guide Step 1: Go to Add Forms/Display List Use this when you need to access the area where you can add the withholding form. Go to add forms/display list. Step 2: Add the 1040 Wkt 9 form Use this to create the place where withholding information from linked 1099s will appear. Add 1040 Wkt 9. Step 3: Link various 1099 forms (withholdings will flow automatically) Use this to connect multiple 1099s so their withholding information is pulled in. Here you can link to various different 1099 forms. Any 1099s already completed will have their withholding information flow here automatically. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I exclude Income Earned from another state with no income taxes? Taxpayer earned income in a state with no state income tax (such as Nevada, Florida) but is also reporting taxes to another state with state income taxes (like Arizona, California). This guide explains how to handle taxes over income earned from another state when that other state has no income tax. ⚠️ Before You Begin Before you start, identify: Home state (the state where the taxpayer is a resident) Work state (the state where the income was earned) Whether the taxpayer is a resident or nonresident of the home state 📊 Step-by-Step Guide Step 1: Understand how resident taxation works If AZ (for example) is the home state, taxpayer will pay taxes on all income earned regardless of where the work was performed. Residents pay tax on all of the income (from all sources) they received during the calendar year. Residents get a tax credit for taxes paid to any other states. Step 2: Check whether the work state withholds income tax Since Nevada does not collect an income tax on individuals, you are not required to file a NV State Income Tax Return. However, since a state like NV does not withhold any taxes, there will not be any credit for taxes paid to another state, so taxpayer must pay taxes on all income to the home state. Step 3: If the taxpayer is a nonresident, enter the correct AZ income If taxpayer is non resident of AZ, add the AZ 140NR form and use the RES/NR Worksheet under Misc Form to indicate the income that should be taxed in AZ. ❌ Common Errors Common mistake: assuming you can exclude income earned in a no-income-tax state (like Nevada) from the home state return. If the taxpayer is a resident of the home state, they generally pay tax on all income (and may only receive a credit for taxes actually paid to another state). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I exclude the gain on a primary personal residence in SureFire? To exclude the gain on your primary personal residence, you will need to complete the appropriate section in SureFire. ⚠️ Before You Begin You will need to complete Schedule D, Wkt 2, Sale of your Home to calculate if your home is eligible for exclusion. 📊 Step-by-Step Guide Step 1: Complete the Sale of Your Home worksheet Use this when you need to determine whether your primary residence qualifies for the gain exclusion. You will need to complete Schedule D, Wkt 2, Sale of your Home to calculate if your home is eligible for exclusion. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I exempt state interest on Form 1099-INT in a 1040 return in SureFire (2016)? This guide shows you how to exempt state interest on a 1040 return in SureFire (2016). ⚠️ Before You Begin Important: Use the "state adjust" columns only if you are preparing a full-year resident state return for this client. Do not use the "state adjust" columns for part-year or nonresident state returns. The Massachusetts or Tennessee state programs do not use the state adjust columns as described here. See the help for those state programs for other instructions. 📊 Step-by-Step Guide Step 1: Open Form 1040 Use this when you need to start the process on the correct form. Go to Form1040, line 8a. Step 2: Jump to Schedule B Use this to reach the section where interest details are handled. Select the jump to Schedule B. Step 3: Go to the Interest Statement Use this to enter the state exemption adjustment. From line b - Other Interest, jump to the Interest Statement. Step 4: Enter the state adjustment Use this to indicate the interest should be exempt on the state return. On the Interest Statement, in the State Adjust column, enter a - sign. Step 5: Enter the exempt amount Use this to specify how much state interest is exempt. Enter the amount to be state exempt. ✅ Success! These columns affect ONLY the full-year resident state return. Use them to do the following: Subtract income that is taxable on the federal return but exempt on the state return; for example 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I file forms 1098? Prepare and e-file Forms 1098, 1099, and W-2G with the IRS, the same way you e-file annual income tax returns. ⚠️ Before You Begin Make sure you are ready to e-file your Forms 1098 (and related forms 1099 and W-2G, if applicable) using the same process as annual income tax returns. 📊 Step-by-Step Guide Step 1: Complete the return Use this when you need to... Complete the return. Step 2: Create the e-file Use this when you need to... Create the e-file. Step 3: Transmit the e-file Use this when you need to... Transmit the e-file. 📝 Note For more assistance, see IRSPublication 1220, Specifications for Electronic Filing of Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I file returns electronically using an employer identification number in SureFire? You do not need an Employer Identification Number (EIN) to e-file your returns. However, you will need an Electronic Filing Identification Number (EFIN), as well as your Personal Tax Identification Number (PTIN) to e-file your returns. ⚠️ Before You Begin You will need: EFIN (Electronic Filing Identification Number) PTIN (Personal Tax Identification Number) Note: You do not need an Employer Identification Number (EIN) to e-file your returns. 📊 Step-by-Step Guide Step 1: Add or update your EFIN in SureFire Use this when you need to add or update your EFIN for SureFire. To add or update your EFIN for SureFire, see Adding or modifying EFINs on file with CCH SFS. Step 2: Locate your EFIN letter from the IRS Use this when you need to find your EFIN letter. For more information on how to locate your EFIN letter via the IRS website, see Online Tools for Tax Professionals. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I fix incorrect bank account information for an IRS payment (return was accepted)? If your bank account number is incorrect and you are due a refund, follow the steps below to get the issue corrected. ⚠️ Before You Begin Have your payment/refund details available so you can provide accurate information when you call. 📊 Step-by-Step Guide Step 1: If you are due a refund If your bank account number is incorrect and you are due a refund, call the IRS. If your bank account number is incorrect and you are due a refund, call 1-8008291954. The IRS will attempt to correct the error, but you may have to follow up with the bank if your refund was deposited into another bank account. Step 2: If you made an electronic tax payment If you were making an electronic tax payment, use the payment correction contact below. If you were making an electronic tax payment, call 1-888-353-4537 to correct the error. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I get dependent name to print on amended return 1040 page 2? - Dependent name is not being printing on an amended 1040 pg 2 The dependent information will not appear on the amended return if the total number of dependents does not change. If you add or remove a dependent and it results in the tax amount changing, then the dependents will appear. ⚠️ Before You Begin Before expecting dependent names to print on amended return 1040 page 2, confirm whether the total number of dependents changed. 📊 Step-by-Step Guide Step 1: Check whether the total number of dependents changed The dependent information will not appear on the amended return if the total number of dependents does not change. Step 2: If you changed dependents, confirm the tax amount changes If you add or remove a dependent and it results in the tax amount changing, then the dependents will appear. ❌ Common Errors If dependent names are not printing on amended return 1040 page 2, it is typically because the total number of dependents did not change. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I get depreciation to calculate correctly on Form 1065? This guide explains where depreciation and Section 179 amounts appear on a Form 1065 return, and how they relate to the partner Sch K and Sch K-1. ⚠️ Before You Begin Make sure you are reviewing the correct forms and lines: Form 1065 (including page 1 and page 4) Form 1065, Sch K Form 1065, Sch K-1 for each partner Form 1040 (for partners, when applicable) 📊 Step-by-Step Guide Step 1: Confirm where Section 179 shows on the partners’ Sch K Use this when you need to verify the Section 179 deduction is being reported correctly on the 1065. The depreciation is correct. On a 1065 return, the Section 179 deduction will be shown on the partners’ Sch K. Step 2: Check the exact location on Form 1065 (Sch K) Use this when you need to find the Section 179 amount on the return. The amount will be shown on page 4, line 12 of the Form 1065, Sch K. Step 3: Verify Section 179 is not deducted on Form 1065 page 1 line 16a Use this when you are checking whether Section 179 is included in the income deduction on page 1. The Section 179 will not be deducted from income on Form 1065, page 1, line 16a. Step 4: Confirm how Section 179 splits among partners Use this when you need to verify the partner-level reporting. The amount for Section 179 will split among the partners and will be shown on their Sch K-1 line 12. Step 5: If you have a 1065/1120S return, confirm Section 79 reporting Use this when you are working with a 1065/1120S return and need to know where the deduction appears. On a 1065/1120S return, Section 79 deduction from income will be shown on the partners’ or shareholder’s Form 1040 return. Step 6: Understand what line 16a represents Use this when you are reviewing Form 1065 page 1 line 16a. The amount on line 16a will be for special depreciation and regular depreciation. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I get the NY IT-215 Line 5 box to check off for the Federal Earned income calculation in SureFire 2020? Is the IRS figuring your Federal Earned income for you? NY 215 checkbox does not check. EIC not populating NY 215 Pg 1 Under line 5. ⚠️ Before You Begin You will need last year’s information from the Sch EIC Worksheet (coronavirus sections) to enter into the NY 215. 📊 Step-by-Step Guide Step 1: Enter last year’s information into NY 215 Use this when you need to get the NY 215 checkbox to check off for the Federal Earned income calculation. Enter last year’s info from the Sch EIC Wkt coronavirus sections on the NY 215 line 6-8. Step 2: Confirm the box checks off Use this to verify the update took effect. After you enter the information on NY 215 line 6-8, the box will then check off. ✅ Success! Once last year’s Sch EIC Wkt coronavirus section information is entered on NY 215 line 6-8, the NY 215 checkbox should check off. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I get the bank application box to go away so I can e-file the return in SureFire? This guide explains how to remove the bank application box so you can e-file your return in SureFire. ⚠️ Before You Begin Make sure you are in the form tree where the bank application appears. 📊 Step-by-Step Guide Step 1: Open the bank application in the form tree Use this when you need to locate the bank application box. Go to the bank application in the form tree. Step 2: Print the form (or preview it) Use this when you need to stop the bank application box from staying on screen. Right-click the application and select Print This Form. Step 3: Choose whether to print or close the preview Use this when you do not want the application to remain open. If you wish to print the bank application, click Print but if you do not want to print the application, click Print Preview and close it. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I get the income from the other spouse to populate on the 8958 when married filing separately? This guide explains how to enter spouse income on the 8958 when you are married filing separately. ⚠️ Before You Begin For each W-2, you will only enter the spouse's half of all amounts. 📊 Step-by-Step Guide Step 1: Enter only the spouse’s half of each W-2 Use this when you need to enter spouse income correctly for married filing separately. For each W-2, only enter the spouse's half of all amounts (enter the information for each W-2 on separate W-2s in the program). Step 2: Understand how the two spouse files interact Use this when you are wondering whether you need to manually adjust entries. There is no interaction between the two spouses files. You should not have to override anything. Step 3: Verify how the 8958 columns are calculated Use this when you are checking the 8958 totals. In the attached 8958 screenshots, the information in column 1 is just the total of columns 2 and 3. The amounts in column 2 come from the two W-2s 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I get the QBI deduction on Form 8995A in SureFire? This guide explains how to ensure your QBI deduction is calculated using the correct IRS form (Form 8995A or Form 8995) so it populates on your Form 1040 in SureFire. ⚠️ Before You Begin Before you proceed, make sure you understand which QBI deduction form applies to your situation based on your income and eligibility. 📊 Step-by-Step Guide Step 1: Remove Form 8995A and add Form 8995 (when applicable) Use this when you need to ensure the correct QBI deduction form is used. Remove form 8995A from the return and add form 8995. Step 2: Use Form 8995A when your income is above the IRS threshold Use this when you meet the IRS criteria for Form 8995A. Per the IRS instructions see below if income is less than 160,000 use form 8995. Individuals and eligible estates and trusts use Form 8995-A to figure the QBI deduction if: You have QBI, qualified REIT dividends, or qualified PTP income or loss; and Your 2019 taxable income before your QBI deduction is more than $160,700 ($160,725 if married filing separately or a married nonresident alien; $321,400 if married filing jointly); or Youre a patron in a specified agricultural or horticultural cooperative. Step 3: Otherwise, use Form 8995 Use this when you do not meet the criteria for Form 8995A. Otherwise use Form 8995, Qualified Business Income Deduction Simplified Computation, to figure your QBI deduction. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I handle the NJ Pass Through Business Alternative Income Tax Credit in a 1040 return in SureFire and ? To learn about the Pass Through Business Alternative Income Tax Credit, which is new for 2020. ⚠️ Before You Begin Make sure you have the correct pass-through tax credit information available to enter into your NJ 1040 return. 📊 Step-by-Step Guide Step 1: Enter the credit for 2020 Use this when you need to report the NJ Pass Through Business Alternative Income Tax Credit for tax year 2020. For 2020: It gets reported on the NJ 1040 page 4 line 63.   Line 63 Pass-Through BusinessAlternative Income Tax Credit.   Enter your share of tax from Schedule PTE-K-1received from a pass-through entity, or from Schedule NJK-1 received from an estate or trust. Step 2: Enter the credit for 2021 Use this when you need to report the NJ Pass Through Business Alternative Income Tax Credit for tax year 2021. For 2021: It gets reported on the NJ 1040 page 4 line 62.   Line 62 Pass-Through BusinessAlternative Income Tax Credit.   Enter your share of tax from Schedule PTE-K-1received from a pass-through entity, or from Schedule NJK-1 received from an estate or trust. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I have the balance due withdrawn from the taxpayer's checking or savings account in a 1040 return using SureFire? This guide shows you how to set up an electronic funds transfer (EFT) for a balance due on a 1040 return in SureFire. 📊 Step-by-Step Guide Step 1: Open the 1040 Page 2 Use this when you need to navigate to the correct part of the return. Go to the 1040 Pg 2. Step 2: Choose electronic funds transfer for the balance due Use this when you want the balance due withdrawn from the taxpayer’s bank account. Go to line Do you want your balance due withdrawn from your checking or savings account by an electronic funds transfer? If "Yes" 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I include cash payments in the Sch C receipts (combination of 1099's and Cash)? Cash payments are reported on Form 1099-NEC, rather than Form 1099-MISC, on Schedule 1 line 8. 📊 Step-by-Step Guide Step 1: Enter cash payments on Schedule 1 line 8 Use this when you need to report cash payments correctly. Cash payments are reported on Form 1099-NEC, rather than Form 1099-MISC, on Schedule 1 line 8. Step 2: Enter the total on Line 8 Use this to keep cash payments separate from wages and self-employment income. Entering the total on Line 8 separates it from any wages or salary you earned. This also separates it from self-employment earnings that are calculated on Schedule C, also reported on Schedule 1. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I indicate that the return file is Self-Prepared? This guide shows you how to mark a return file as Self-Prepared in the Preparer Information section. 📊 Step-by-Step Guide Step 1: Open the Preparer Information section Use this when you need to find where to select the preparation type. Go to the Preparer Information section at the bottom of the Main Info worksheet. Step 2: Select the Self-Prepared option Use this to correctly indicate how the return was prepared. Check the applicable box for Self-Prepared. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I input amount reported on Sch K-1? K-1 input shows line 13W for specially allocated depreciation. Amount is not for Section 179. ⚠️ Before You Begin You may be looking at SureFire and wondering where to enter the amount shown on the K-1. 📊 Step-by-Step Guide Step 1: Review the correct SureFire entry location Use this when you need to enter other adjustments to income in SureFire. SureFire allows you to report on line 35 (other adjustments to income). Step 2: Confirm the K-1 issuer’s intent Use this to make sure the amount is being classified correctly. However, verify with the K-1 issuer to confirm whether they intended to report specially allocated depreciation as a line 13W deduction. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Title: How do I load Form CA 568 into a 1065 return in SureFire? This guide shows you how to load California Form 568 into your Form 1065 return in SureFire. ⚠️ Before You Begin Make sure you are working in your Form 1065 return. 📊 Step-by-Step Guide Step 1: Open Form 1065, Page 2 Use this when you need to access the section where Form CA 568 is loaded. Go to Form 1065, Page 2. Step 2: Select the correct Sch B option Use this to tell SureFire to include the CA 568 information. In Sch B, select the box on Line 1c - Domestic limited liability company. Step 3: Confirm Form CA 568 loads Use this to verify the form has been added to your return. Form CA 568 should now load into your return. ✅ Success! Form CA 568 has been loaded into your 1065 return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I locate capital gains worksheet in the SureFire software? Add the Sch D, from Sch D, add the form 8949, from the 8949 - line 2 (or any other appropriate line) link to capital gains worksheet 📊 Step-by-Step Guide Step 1: Add Schedule D (Sch D) Add the Sch D. Step 2: From Sch D, add Form 8949 From Sch D, add the form 8949. Step 3: Link from Form 8949 to the Capital Gains Worksheet From the 8949, link from line 2 (or any other appropriate line) to the capital gains worksheet. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I locate Form 1120-Corporate vouchers in SureFire? The SureFire software does not include Form 1120 vouchers because corporations are required to use the Electronic Federal Tax Payment System (EFTPS). ⚠️ Before You Begin If you are looking for Form 1120-Corporate vouchers in SureFire, please note that they are not included in the software. Corporations are required to use the Electronic Federal Tax Payment System (EFTPS). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I locate SC 1040X in SureFire 2019? Beginning with tax year 2019, SureFire uses a different form name/workflow for amended returns. This guide explains where to find what you need. ⚠️ Before You Begin Starting with tax year 2019: If you need to amend your return, you will file a new SC1040. You will check the Amended Return box on the front. SC1040X was replaced by this amended SC1040 process. 📊 Step-by-Step Guide Step 1: File a new SC1040 for the amended return Use this when you need to amend a return for tax year 2019. Beginning with tax year 2019, if you need to amend your return, file a new SC1040 and check the Amended Return box on the front. Step 2: Complete the return exactly as it should have been filed Use this to ensure your amended filing is complete. Complete the return as it should have been filed, including all schedules and attachments. Step 3: Complete the Amended Return Schedule Use this to generate the required amended return documentation. Complete this Amended Return Schedule, and submit it with your amended SC1040. ✅ Where is SC 1040X? This form is in the SureFire software for 2019, and it replaced the SC1040X. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I locate the MD 504 county codes? This guide explains what information is required for MD 504 subdivision/county entries and the correct format to use. ⚠️ Required Information Subdivision code, incorporated subdivision, or county as of 12/31/2016. If part-year resident, enter the information as of your last day of residence if not 12/31/2016. Military who is a MD resident should fill in the physical address and county based on the address used to claim Maryland as the Home of Record with Defense Finance and Accounting Service for 2016. 📊 Step-by-Step Guide Step 1: Use the correct code format Use this when you need to enter the MD 504 subdivision/county information correctly. See F1 help. The correct format is the 4-digit subdivision code, one space, then the name of the political subdivision, city, or town. If not in subdivision, city, or town, enter the county name. Step 2: Locate where the taxpayer lived on the last day of the taxable period Use this when you need to determine which county/taxing area to enter. Locate the county name and taxing area in which the taxpayer resided on the last day of the taxable period. Step 3: Enter the subdivision code and name (or county if not in a subdivision) Use this when you are ready to enter the final value. Enter the 4-digit subdivision code, one space, then the name of the political subdivision, city, or town. If not in a subdivision, city, or town, enter the 4-digit code and county name. ✅ Example If the taxpayer was a resident living of Allegany County, you would enter: 0100 Allegany County 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I make entries on lines 13j and 17c-e on Form Schedule E K1 P/S in SureFire 2016? This guide explains what to enter for: Line 13j (Section 59(e)(2) expenditures) Lines 17c-e (where the amounts flow in SureFire 2016) ⚠️ Before You Begin Before making entries, make sure you understand whether you are: Making the election on Form 4562, or Not making the election (and instead reporting the expenditures directly) 📊 Step-by-Step Guide Step 1: Enter amounts for line 13j (Section 59(e)(2) expenditures) Use this when you need to enter Section 59(e)(2) expenditures for line 13j. For line 13j, the Section 59(e)(2) expenditures is entered on Form 4562. According to form instructions: Make the election on Form 4562. If you make the election, report the current year amortization of section 59(e) expenditures from Part VI of Form 4562 on line 28 of Schedule E (Form 1040). If you do not make the election, report the section 59(e)(2) expenditures on line 28 of Schedule E (Form 1040) and figure the resulting adjustment or tax preference item (see Form 6251, Alternative Minimum Tax Individuals). Whether you deduct the expenditures or elect to amortize them, report the amount on a separate line in column (h) of line 28 if you materially participated in the partnership activity. If you didn't materially participate, follow the Instructions for Form 8582 to figure how much of the deduction can be reported in column (f). Step 2: Enter amounts for lines 17c-e Use this when you need to enter amounts for lines 17c-e. For lines 17c-e, amounts are entered on line 26 of Form 6251, Pg. 1. ❌ Common Errors Common mistakes include: Entering Section 59(e)(2) expenditures in the wrong place instead of on Form 4562 for line 13j. Not following the correct reporting method based on whether you make the election on Form 4562. Entering lines 17c-e amounts anywhere other than line 26 of Form 6251, Pg. 1. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I make the De minimis Safe Harbor election on the Form Sch E for a 1040 return in SureFire? This guide shows you how to add the Election Explanations form and enter the correct details for the De minimis Safe Harbor election on your 1040 return. ⚠️ Before You Begin Make sure you are working in your 1040 return in SureFire and are ready to add the election information to the appropriate form. 📊 Step-by-Step Guide Step 1: Open the form list Select the Add Form/Display Form List tab. Step 2: Add the Election Explanations form Type Election to add the Election Explanations form. Step 3: Confirm the form addition Press Enter. ❌ Note: Make sure the election is formatted correctly The correct format of the election should include: Name of election (i.e....De minimis Safe Harbor) An explanation as to why you are making the election The IRS Regulation should be listed Specifically which form(s) and lines are affected by the election 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I make the Election Explanation form check off in a return in SureFire? In SureFire, you can get the blue check mark beside the Election form (Form Tree) by entering the required information. ⚠️ Before You Begin Make sure you have the Election Explanation form open in your return so you can enter text where it is required. 📊 Step-by-Step Guide Step 1: Enter text on the first line of the Election form Use this when you need to make the Election form show a blue check mark. In order to get a blue check mark beside the Election form (Form Tree), text must be entered on the first line of the election form. ✅ Success! Once you enter text on the first line of the election form, the blue check mark should appear beside the Election form (Form Tree). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I modify existing preparer information for use on the tax return using SureFire? The Preparer Information screen in Setup Assistant allows you to enter ERO/Preparer Information to be displayed on the Main Information Sheet or Form 8879 for 1040 returns.   You must be logged in as the Admin user to access the Setup Assistant.   What is SureFire Setup Assistant? ⚠️ Before You Begin You must be logged in as the Admin user to access the Setup Assistant. 📊 Step-by-Step Guide Step 1: Select the preparer you want to modify Select the preparer you want to modify. Step 2: Click View/Edit Click the View/Edit button. Step 3: Update the information and save Change any necessary information and click OK. Step 4: (Optional) Set default preparer and default ERO SureFire allows you to select a default preparer and default ERO. To do this, click the drop-down list below Default Preparer and/or Default ERO and select the one you want to be entered on your Tax Form Defaults. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I modify the state wages on a federal W2 in SureFire/SureFire Web Version? This guide explains what to do to modify the state wages on a federal W2 in SureFire/SureFire Web Version. ⚠️ Before You Begin Before making changes, make sure you are working in the correct W2 and that you understand the impact of taking calculations offline. 📊 Step-by-Step Guide Step 1: Take calculations offline Use this when you need to modify state wages on a federal W2. Check the box "Check to take calculations offline 16 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I obtain the status of a client's settlement solutions refund that has not been received? This guide explains what to expect with IRS refund timing and how to check the refund status when your client has not received their settlement solutions refund. ⚠️ Before You Begin Have the client’s refund information available so you can verify whether the IRS issued the refund. 📊 Step-by-Step Guide Generally, the IRS issues most refunds in less than 21 days, but some may take longer. Step 1: Check the IRS refund status Use this when you need to verify whether the IRS issued the refund to your client. Go to the IRS tool: https://sa.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp Verify that the IRS issued the refund to your client. Step 2: If issued, contact your bank product or Fee Collect bank Use this when the IRS shows the refund was issued, but your client has not received it. If the IRS issued the refund to your client, contact your bank product or Fee Collect bank to ask where is your fee? 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I paper file a business return that was rejected when electronically filed? The electronically filed business return was rejected and you have not been able to resolve the rejection, so you want to paper file the return. This guide explains what you need to do to paper file after an electronic rejection. ⚠️ Before You Begin Notes Before filing a paper return, corporations, partnerships and tax-exempt organizations required to e-file must contact the e-help Desk (1-866-255-0654) to attempt to resolve the rejection conditions. If the rejection conditions cannot be resolved, these taxpayers must receive authorization from the e-help Desk before filing a paper return. 📊 Step-by-Step Guide Step 1: Understand the timely filing requirements for paper returns Use this to make sure your paper return is considered timely filed. To be considered timely filed the paper return must be postmarked by the later of the due date of the return, including extensions, or 10 calendar days after the date the IRS last gives notification the return was rejected as long as: The first transmission was made on or before the due date of the return (including extensions) and The last transmission was made within 10 calendar days of the first transmission. Step 2: Call the IRS e-help Desk to get a case number Use this to ensure the IRS can track your rejected electronic return. The taxpayer must call the IRS e-help Desk (1-866-255-0654) to advise that they have not been able to have their return accepted. The e-help Desk will provide a case number to the taxpayer. Step 3: Prepare the paper return with the required documentation Use this to make sure your paper filing is properly documented. The taxpayer should prepare the paper return and include all of the following: An explanation of why the paper return is being filed after the due date A copy of the reject notification A brief history of actions taken to correct the electronic return Step 4: Mark the top of the first page as a rejected electronic return Use this so the paper return is identified as a rejected electronic return. Write in red at the top of the first page of the paper return REJECTED ELECTRONIC RETURN [DATE]. The date will be the date of first rejection within the 10-day transmission perfection timeframe. ✅ Important Reminder Follow the steps below to ensure that the paper return is identified as a rejected electronic return and the taxpayer is given credit for the date of the first rejection within the 10-day transmission perfection period. For detailed information see IRS Publication 4163 - Modernized e-File (MeF) Information for Authorized IRS e-File Providers for Business Returns 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I populate Form 8283 (page 1, column (g))? This guide explains how Form 8283, page 1, column (g) populates based on the date you enter in column (e) Date acquired by donor and the tax year. ⚠️ Before You Begin Make sure you have entered: Tax year Column (e) Date acquired by donor 📊 Step-by-Step Guide Step 1: Enter the tax year Use this when you need to ensure the form follows the correct year-specific population rules for column (g). Step 2: Enter Column (e) Date acquired by donor Use this when you need column (g) to determine whether it will populate based on the date acquired. Step 3: Understand how column (g) populates Column (g) will or will not populate depending on the date entered in column (e) and the tax year. For example, in tax year 2018, column (g) Donor's cost or adjusted basis will not populate if the date acquired by donor is noted a In tax year 2020, the cost will populate whether or not the date acquired is more than or less than 12 months. ❌ Common Errors If column (g) does not populate as expected, double-check that you entered the correct tax year and the correct Date acquired by donor in column (e). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I populate the direct deposit refund amount on MS 105 page 3 (line 1) when using SureFire? This guide explains where to enter the information so your direct deposit refund amount appears on MS 105 page 3, line 1. 📊 Step-by-Step Guide Step 1: Enable Direct Deposit on MS 105 page 1 Use this when you need to display the direct deposit refund amount on page 3, line 1. On page 1 of the MS1 105 return, go to line 32, and check the direct deposit box to display the direct deposit amount on page 3, line 1 (refund). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide clarifies the signature requirements for Missouri state tax returns when a federal Form 8879 is used. 📊 Signature Requirements ✅ MO-8453 Not Required If a federal Form 8879 is generated, you do not need to produce or sign Missouri Form MO-8453. Important Notes The federal Form 8879 is considered the official Missouri signature document. This applies even if the Missouri return is transmitted as a stand-alone filing. The preparer must retain the signed federal Form 8879 for three years. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I remove a dependent from an individual return in SureFire? This guide explains how to remove a dependent from an individual return in SureFire. ⚠️ Before You Begin Make sure you are editing the correct individual return before removing dependent information. 📊 Step-by-Step Guide Step 1: Open the Main Info form Use this when you need to access the section where dependents are listed. Go to the Main Info form. Step 2: Clear the dependent’s information Use this when you need to remove the dependent from the return. In the dependents section, remove the data from each field relating to the dependent. Step 3: Save the return Use this to ensure your changes are recorded. Save the return. 📝 Note If there is more than one dependent listed, and removing that dependent, left a blank line above one of the other dependents, the dependents will need to be moved up, so there are no empty lines. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I remove ACH 1040/ES in a 1040 return in SureFire? This guide explains how to remove the ACH 1040/ES form from a 1040 return. 📊 Step-by-Step Guide Step 1: Update the Direct Debit Question on 1040 Page 2 Use this when you need to stop direct debit for the balance due. On 1040 pg 2, answer the question No to direct debit the balance due. Step 2: Delete the Form from the Tree Use this when you want to remove the ACH 1040/ES form after updating the page 2 answer. Then the form can be deleted from the tree. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I remove preparer information from a 1040 and state return in SureFire? This guide shows you how to remove preparer information from both the federal 1040 and the state return in SureFire. ⚠️ Before You Begin Make sure you are in the correct return so you remove the preparer information from the right federal and state forms. 📊 Step-by-Step Guide Step 1: Open the Main Info page Use this when you need to access the preparer information fields. Go to the Main Info page. Step 2: Remove preparer information from the Preparer Information section Use this when you need to clear preparer details from the return. Go to the bottom of the page to the Preparer Information section. Click on each field containing preparer information and press the Delete key. Step 3: Remove preparer information from Form 8879 Use this when you need to ensure Form 8879 matches the rest of the return. Go to Form 8879 and repeat steps 1 through 3. ✅ Done! These steps will remove the preparer information from the federal and state return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I remove the extension amount on Form 1040 in SureFire Web Version? This guide shows you how to remove the extension amount on Form 1040 in SureFire Web Version by adjusting the Form 4868 selections and then creating your e-file for the 1040 return. ⚠️ Before You Begin Make sure you are working in the SureFire Web Version for the correct 1040 return. 📊 Step-by-Step Guide Step 1: Open the main information Use this to adjust the Form 4868 selection that drives the extension amount on Form 1040. Open up the main information and remove the selection for Form 4868: Remove the selection for Form 4868 without direct debit (No PINs required) Remove the selection for Form 4868 with direct debit Step 2: Open the US 4868 section Use this to clear the checkbox that indicates you are using this form. Open up the US 4868 and remove the check from: "check here if using this form." Step 3: Create the e-file for the 1040 return Use this to generate the updated e-file after removing the extension amount inputs. Create the e-file for the 1040 return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I remove the underpayment penalty from the NY 05.9 SureFire 2020? This article addresses the statement shown on the NY 05.9 (pg 1, line 16) related to underpayment penalty conditions. ⚠️ Before You Begin Review the exact statement on your NY 05.9 form: NY 05.9 page: 1 Line: 16 🧾 What the NY 05.9 (pg 1, line 16) statement says On the NY 05.9 pg 1, line 16, the statement under line 16 states, "If your 2019 tax was zero and you were a New York State resident or a nonresident or part-year resident with New York source income ❌ Troubleshooting The provided content includes only the beginning of the statement shown on NY 05.9 pg 1, line 16. To remove the underpayment penalty, you will need the full context of how your return is calculating that penalty (including the remainder of the statement and any related inputs in SureFire 2020). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I report a Form 1042-S This guide shows you how to report a Form 1042-S amount in the appropriate section of your return. ⚠️ Before You Begin Make sure you have your Form 1042-S amount available so you can enter it on the correct line. 📊 Step-by-Step Guide Step 1: Go to Sch 1 Use this when you need to find the correct schedule/section to enter the amount. Go to Sch 1. Step 2: Enter Other Income (Line 8) Use this when you need to add the worksheet for other income. On Line 8- Other income, click in the field andlink (hit f9). Select New 1040 Wkt7 - Other Income Worksheet for 1040, 1040NR, click OK. Step 3: Add the Gambling Winnings Worksheet (Line 1) Use this when you need to select the correct worksheet for the amount you are reporting. On line 1click in the field andlink (hit f9), New W2G- Certain Gambling Winnings, click Ok Step 4: Enter the Form 1042-S Amount Use this when you are ready to enter the actual amount from Form 1042-S. Enter the Form 1042-S amount on Line 1. Step 5: Save the Return Use this to ensure your changes are kept. Save the return. ✅ Success! Your Form 1042-S amount has been entered on Line 1 using the correct worksheet, and the return has been saved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I report a Form 1099-MISC with an amount in Box 3? How do I report expenses associated with research? This guide explains how to report 1099-MISC Box 3 income and whether you can deduct expenses related to that income. ⚠️ Before You Begin You will need: Your 1099-MISC form (specifically the amount shown in Box 3) Your 2019 Form 1040 and Schedule 1 (the IRS forms referenced for Box 3 reporting) 📊 Step-by-Step Guide Step 1: Identify the Box 3 amount on your 1099-MISC Use this when you need to find the amount that appears in Box 3 (incentive payments and other types of income). Incentive payments and other types of income that appear in box 3 are reported on line 8 of Schedule 1 with the 2019 Form 1040. Step 2: Enter the Box 3 income on Schedule 1 Use this when you need to report other income (not wages, not salary, and not self-employment income). You would then enter the total amount of other income as calculated on Schedule 1 on line 8a of Form 1040. Step 3: Understand why this is separated from wages and self-employment Use this when you want to confirm the tax treatment of Box 3 income. This is not the same 1040 that you used when you filed your 2018 tax return in 2019. There was no Schedule 1 for tax years 2017 and earlier, and the Form 1040 and Schedule 1 have additionally changed since the 2018 tax year. Entering the total on line 8a separates it from any wages or salary you earned, which are entered on line 1, and from self-employment earnings that are calculated on Schedule C then also reported on Schedule 1. This tells the IRS that this money isn't subject to self-employment tax, Social Security, or Medicare because it wasn't salary, wages, or self-employment income. 💡 Can You Deduct Expenses From Other Income? ❌ Deducting Work-Related Expenses From Box 3 Other Income Unfortunately, you cant deduct work-related expenses from the total of your other income. You used to be able to claim work-related expenses through 2017 if you itemized your deductions, but these expenses were among the miscellaneous deductions that were eliminated by the Tax Cuts and Jobs Act effective 2018 through 2025. ✅ If You’re Self-Employed (Different Treatment) Self-employed individuals those with earnings reported in box 7 of the 1099-MISC can still deduct their costs of doing business on Schedule C but then they have to pay the self-employment tax on the balance. 📝 Reference https://www.thebalance.com/how-to-report-1099-misc-box-3-payments-on-1040-4165696 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I report a sale of two primary homes for a newly married couple in SureFire? This guide explains how to report a second primary residence sale for a newly married couple in SureFire. ⚠️ Before You Begin Make sure you are ready to enter the sale details for both the taxpayer and spouse. 📊 Step-by-Step Guide Step 1: Open the correct worksheet Use this when you need to report a second primary residence sale. Go to Form Sch D Wkt 2. Step 2: Navigate to the Maximum exclusion line Use this when you need to set up the exclusion worksheet for the sale. In the Sale of Your Home section, go to line 17 - Maximum exclusion. Step 3: Select the correct worksheet Use this when you need to generate the exclusion worksheet for the sale. Press F9 and select NEW Sale of Residence Exclusion Worksheet and click OK. Step 4: Enter the sale information Use this when you need to complete the exclusion details. Complete the applicable information regarding the sale of home for the taxpayer and spouse. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I report Cancellation of debt reported on Form 1099-C when using SureFire? Cancellation of debt income has many factors that determine whether or not the income is taxable. Because of this, Form 1099-C for cancellation of debt is not currently in the SureFire system. We recommend that the preparer visit the IRS website and research when and how to report cancellation of debt based on each taxpayer situation. ⚠️ Before You Begin Before reporting, review the taxpayer’s situation to determine whether the cancellation of debt is taxable and where it should be reported. 📊 Where to Report Form 1099-C Cancellation of Debt in SureFire Use this when you need to know where the amount from Form 1099-C should go on the tax return. Step 1: Identify the amount from Form 1099-C Generally, data from a Form 1099-C, Cancelled debt (box 2) is reported on the appropriate Form 1040 line based on the tax year. Step 2: Report it on the correct 1040 line by tax year 2017 and prior: Form 1040, line 21 2018, 2019, and 2020: Form 1040 Schedule 1 Line 8 2021: Form 1040 Schedule 1 line 8z, using Wkt 7 Important: As noted above, there are cases where this should be reported elsewhere, or not reported at all. Step 3: Consider completing Form 982 (if excluding income) If you are excluding income due to indebtedness reported on 1099-C, you may also want to complete Form 982. ✅ Note About Form 982 Form 982 is informational, and does not flow to any form in the return. It only shows the IRS the amount you have excluded from and income and the reason you excluded the income. 💡 Helpful IRS References For information on reporting debt cancellations, see the IRS Instructions for Forms 1099-A and 1099-C. For information on reporting cancelled debt from Form 1099-C, see IRS General Instructions for Certain Information Returns. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I report Community Property Income in a SureFire Return? Use this guide to report community property income correctly in a SureFire return using Form 8958 (informational worksheet) and the appropriate SureFire options. Reference: https://www.irs.gov/pub/irs-prior/f8958--2019.pdfCommunity or Separate Income In a community property state, if you file a federal tax return separately from your spouse, you must report half of all community income and all of your s ⚠️ Before You Begin Refer to: IRS Pub 555 Instructions for Form 8958 Also note the key rule from Pub 555: If you file a federal tax return separately from your spouse, you must report half of all community income and all of your separate income. Likewise, a registered domestic partner must report half of all community income and all of his or her separate income on his or her federal tax return. You each must attach your Form 8958 to your return showing how you figured the amount you are reporting on your return. Generally, the laws of the state in which you are domiciled govern whether you have community property and community income or separate property and separate income for federal tax purposes. 📊 Step-by-Step Guide Step 1: Determine which situation applies (MFS vs. living apart conditions) Use this when you need to decide whether to split community income 50/50 or to disregard community property law for reporting (with the living apart conditions). Scenario A: Taxpayer and Spouse did not live together all year and met the 4 conditions for filing a MFS return Four Conditions: You and your spouse lived apart all year. You and your spouse didn't file a joint return for a tax year beginning or ending in the calendar year. You and/or your spouse had earned income for the calendar year that is community income. You and your spouse haven't transferred, directly or indirectly, any of the earned income in condition (3) above between yourselves before the end of the year. Don't take into account transfers satisfying child support obligations or transfers of very small amounts or value. Scenario B: Taxpayer and spouse lived together and choose to use MFS for better tax position. Scenario C: If Spouse lived together all year and choose to use the option to MFS Scenario D: If you complete the return as MFJ Step 2: Report the correct income on the tax return Use this to decide whether to report half of community income or report all of your own income (with the living apart conditions). Scenario A (lived apart all year + met the 4 conditions for MFS): 2. Report all of the taxpayer income on the tax return 3. Complete form 8958 (which is an informational worksheet, amounts will not go the 1040) a. Override as needed to show community property income for both spouse on the form 8958 Scenario B (lived together + choose MFS for better tax position): 1. If Spouse lived together all year and choose to use the option to MFS combine the community property income for both spouse and split 50%, including taxes override as needed to reflect is TW. 2. If you complete the return as MFJ you can you the Split MFJ return feature 3. Complete form 8958 and override as needed Step 3: Use Form 8958 correctly in SureFire Use this to ensure the worksheet is completed and overrides are applied where needed. Complete form 8958 (informational worksheet; amounts will not go to the 1040). Override as needed to show community property income for both spouse on the form 8958. If using MFS with living together all year, combine community property income for both spouse and split 50%, including taxes override as needed to reflect is TW. If completing as MFJ, you can use the Split MFJ return feature, then complete form 8958 and override as needed. 📝 Reference Example Reference Example: Pub 504 Example (p25): https://taxmap.irs.gov/taxmap2016/pubs/p504-008.htm#TXMP0d2ee7e3 Example: George and Sharon were married throughout the year but didnt live together at any time during the year. Both domiciles were in a community property state. They didnt file a joint return or transfer any of their earned income between themselves. During the year their incomes were as follows:   George      Sharon Wages $20,000      $22,000 Consulting business 5,000 Partnership 10,000 Dividends from separate property 1,000      2,000 Interest from community property 500      500 Totals $26,500      $34,500 Under the community property law of their state, all the income is considered community income. (Some states treat income from separate property as separate incomecheck your state law.) Sharon didnt take part in George's consulting business. Ordinarily, on their separate returns they would each report $30,500, half the total community income of $61,000 ($26,500 + $34,500). But because they meet the four conditions listed earlier under Spouses living apart all year, they must disregard community property law in reporting all their income (except the interest income) from community property. They each report on their returns only their own earnings and other income, and their share of the interest income from community property. George reports $26,500 and Sharon reports $34,500.     📚 Pub 555 (Community or Separate Property and Income) Pub 555 page 3 Community or Separate Property and Income If you file a federal tax return separately from your spouse, you must report half of all community income and all of your separate income. Likewise, a registered domestic partner must report half of all community income and all of his or her separate income on his or her federal tax return. You each must attach your Form 8958 to your return showing how you figured the amount you are reporting on your return. Generally, the laws of the state in which you are domiciled govern whether you have community property and community income or separate property and separate income for federal tax purposes. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I report multiple Forms 1095-A for the same taxpayer in SureFire? This guide explains how to report multiple Forms 1095-A for the same taxpayer, specifically in Part II, Claiming Credit and Reconciling Advances. ⚠️ Before You Begin The taxpayer should have received a Form 1095-A information statement that covers each member of the tax household who obtained coverage through a Marketplace. 📊 Part II: Claiming Credit and Reconciling Advances This section is where the information from Form 1095-A goes. Step 1: Identify what’s on Form 1095-A Use this when you need to know which amounts to enter in Part II. This form will contain the amount of the actual premiums, the amount of the second-lowest price silver plan, and the amount of any advances on the credit, broken down by each month of the year. This information is going into Part II. Step 2: If there are multiple Forms 1095-A for the same taxpayer Use this when you have more than one Form 1095-A for the same taxpayer. If there are multiple Forms 1095-A for the same taxpayer, add the amounts when filling out the columns in Part II. Step 3: If one Form 1095-A is shared between taxpayers Use this when the same Form 1095-A applies to more than one taxpayer (for example, due to marriage or divorce during the tax year). If one Form 1095-A is shared between taxpayers (e.g., due to a marriage or divorce during the tax year), only the amounts allocated under Part IV are entered. Check the Form 8962 Form Instructions for a more detailed description of entering Form 1095-A information onto Part II. 💡 More Information For more information go to https://www.irs.gov/affordable-care-act/individuals-and-families/health-insurance-marketplace-statements 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I report W2 box 12 code V in SureFire - Code V on box 12 This guide explains what W2 box 12 code V means and how the amount should be reported based on the IRS instructions. ⚠️ Before You Begin Make sure you understand what type of stock option your employee exercised: Nonstatutory stock option(s) (this is where code V applies) Statutory stock option (this is excluded from the code V reporting requirement) 📊 Reporting Requirements for Box 12 Code V Step 1: Calculate the required amount (the “spread”) Use this when you need to report the value associated with nonstatutory stock option(s). Stock option(s): Show the spread (that is, the fair market value of stock over the exercise price of option(s) granted to your employee with respect to that stock) from your employee's (or former employee's) exercise of nonstatutory stock option(s). Step 2: Enter the spread in the correct W2 boxes Use this when you need to know where the spread amount goes on the W2. Include this amount in boxes 1, 3 (up to the social security wage base), and 5. Include this amount in box 14 if you are a railroad employer. Step 3: Know what does NOT require this reporting Use this when you need to confirm whether code V applies. This reporting requirement does not apply to the exercise of a statutory stock option, or the sale or disposition of stock acquired pursuant to the exercise of a statutory stock option. ✅ Good to Know For more information about the taxability of employee stock options, see Pub. 15-B. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I select direct deposit for a paper filed Ohio IT-1040 return in SureFire? Ohio does not offer Direct Deposit if you paper file. A refund check will be mailed to the taxpayer in 8-10 weeks. ⚠️ Before You Begin If you are paper filing your Ohio IT-1040 return, Direct Deposit is not available. Your refund will be issued by mailed check. 📊 What to Expect Use this when you need to know how Ohio handles refunds for paper-filed returns. Direct Deposit: Not offered for paper filings in Ohio. Refund method: Refund check mailed to the taxpayer. Timing: Typically mailed in 8-10 weeks. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I select Fast Cash Advance on the Santa Barbara (TPG) Bank Application in a 1040 return in SureFire? This guide shows you how to select Fast Cash Advance on the Santa Barbara (TPG) Bank Application within a 1040 return in SureFire. ⚠️ Before You Begin Start in an open return. 📊 Step-by-Step Guide Step 1: Open the Santa Barbara (TPG) Bank Application page Use this when you need to access the correct form page. In an open return, select SB App Pg 1 from the Form Tree. Step 2: Answer Fast Cash Advance questions Use this to complete the Fast Cash Advance section. Under Fast Cash Advance, answer all questions by selecting the appropriate check box. Step 3: Select the correct Bank Product Analysis option Use this to ensure the correct column is selected. Under Bank Product Analysis, select the check box in the Fast Cash Advance only column. Step 4: Mark the required option Use this to complete the final selection related to Fast Cash Advance only. Mark the Walmart MoneyCard or Check for "If Fast Cash Advance only is selected 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is This Guide About? This guide explains how to separate long term and short term transactions on Schedule D in a 1040 return using SureFire. ⚠️ Before You Begin You should be able to access your 1040 return and navigate to Schedule D pages in SureFire. 📊 Step-by-Step Guide Step 1: Enter short term and long term transactions Use this when you need to separate short term and long term transactions on Schedule D. Enter short term and long term transactions directly on Form 8949. Step 2: Add short term transactions to Form 8949 Use this when you need to route short term transactions to the correct 8949 page. Go to Sch D Pg 1. Right-click Line 1b, 2, or 3 for short term transactions. Select NEW 8949 Pg 1A - Sales and dispositions of Assets Pg 1A and click OK. Step 3: Add long term transactions to Form 8949 Use this when you need to route long term transactions to the correct 8949 page. Right-click Line 8b, 9, or 10 for long term transactions. Select NEW 8949 Pg 2D - Sales and Dispositions of Assets Pg 2D and click OK. Step 4: Confirm the flow back to Schedule D Use this to verify everything is connected correctly. The transactions will flow back to the Schedule D. 📋 Alternative Method: Use the Capital Gain or Loss Transactions worksheet Step 1: Open the worksheet from Schedule D Use this when you want to enter transactions using the worksheet. The Capital Gain or Loss Transactions worksheet can also be used to enter transactions. Go to the Sch D Pg 1. Step 2: Link to the correct short-term or long-term totals Use this to choose whether you are entering short term or long term totals. Go to the Short-term totals line (under Line 3) or Long-term totals (under Line 10). Right-click the field and select Link. Select the NEW Cap GN Wkt - Capital Gain/Loss Transaction Worksheet and click OK. ✅ Success! You have separated short term and long term transactions on Schedule D in your 1040 return using SureFire. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I specify that the taxpayer can be claimed on another person's return in SureFire? This guide shows you how to set the option so the taxpayer can be claimed on another person’s return in SureFire. ⚠️ Before You Begin Make sure you are in the correct taxpayer’s file before making the selection. 📊 Step-by-Step Guide Step 1: Open the Main Information Sheet Use this when you need to access the taxpayer’s exemption settings. Go to Main Information Sheet. Step 2: Update Inline 6(a) Use this when you need to indicate the taxpayer can be claimed on another person’s return. Inline 6(a) - Exemptions, Check if you can be claim another person's return. Step 3: Select the checkbox Use this to enable the claim-on-another-return option. Select the checkbox. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I split a Married Filing Joint return into two Married Filing Separate returns in SureFire? This guide explains how to split your Married Filing Joint (MFJ) return into two Married Filing Separate (MFS) returns in SureFire. ⚠️ Before You Begin You will need the following information for each person: First name Last name SSN 📊 Step-by-Step Guide Step 1: Create a return Create the return you will use for the split. Step 2: Go to Main Info Open the return and navigate to the Main Info section. Step 3: Enter taxpayer and spouse details Enter First name, Last name, and SSN for each Taxpayer and Spouse. Step 4: Go to File Split MFJ Return Select File Split MFJ Return. Step 5: Close the return Close the return after the split is completed. ✅ Success! You should now have two returns in your returns list, one for each spouse. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I start a return in the 1120 package in SureFire? This guide shows you how to start a new 1120 return in the SureFire 1120 package. ⚠️ Before You Begin Have the business EIN available so you can enter it when prompted. 📊 Step-by-Step Guide Step 1: Open the 1120 package From Tasks You Do Most Often: Click Change Package. Click C Corporation - 1120C. Click OK. Step 2: Start a new return Use this when you are ready to begin a new filing. Click Start a New Return. Type in the EIN for the business. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I transmit a return in SureFire? - Transmitting returns after creating the e-file This guide explains how to transmit (send) your return to the Electronic Filing Center after you have created the e-file. ⚠️ Before You Begin Make sure you have already: Created the e-file for the return you want to transmit (training returns will appear in the selection screen). 📊 Step-by-Step Guide Step 1: Log into SureFire Use this when you need to access your return and transmission tools. Log into SureFire. Step 2: Open the return you want to transmit Use this when you need to transmit a specific return. Open the return you want to transmit. Step 3: Clear diagnostic errors Use this to ensure your return is ready for e-file transmission. Click Diagnostics. Once you have cleared all diagnostic errors, click the e-File button. Step 4: Close the return Use this before starting the communications send process. Close the return. Step 5: Send the e-file Use this to transmit your e-file to the Electronic Filing Center. Click Communications Send Federal/State Returns. A selection screen will open listing all of the e-files you have created for training returns. Select the e-file to transmit, then, click the Send. The transmission process will begin. Follow the on-screen prompts. Step 6: Wait for an acknowledgement from the IRS Use this to confirm the IRS has received your transmission. Wait to receive an acknowledgement from the IRS. 📝 Notes ✅ Acknowledgements and Acceptance Notes: To get the acknowledgement you will need to click Communications Get Acks, Mail and Updates. To verify if the return was accepted, see our Knowledge Base article detailing how to use Return Query on the Solution Center. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I update the address on a tax return after the return is e-filed? If your address is wrong with the IRS, you need to fill out the correct IRS form and mail it to them. This guide explains what to do and what to expect. ⚠️ Before You Begin You will need to update your address with the IRS if your address is incorrect. 📊 Step-by-Step Guide Step 1: Submit Form 8822 to the IRS If your address is wrong with the IRS, you need to fill out form8822 and mail it to them. Step 2: Understand how this affects your refund and correspondence If you are using direct deposit, your refund won't be affected, but you may not get important correspondence from the IRS if you don't update your address. Also, if there is any kind of problem with your direct deposit, the IRS mails a check to the address on file with the IRS. Step 3: Allow time for processing It can take four to six weeks for a change of address request to fully process. Step 4: You may also notify the IRS by phone You may also notify the IRS by calling them atIndividual Help Line 800-829-1040 -7 a.m. to 7 p.m. local time Step 5: Be ready to verify your identity They will need you to verify taxpayer identity and the address they have on file for taxpayer. Please have ready taxpayer: full name new address old address date of birth Social Security number, ITIN or EIN They may request additional information to verify taxpayer identity. ✅ Resource https://www.irs.gov/faqs/irs-procedures/address-changes/address-changes 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I use income from shareholders to qualify for Earned Income Tax Credit (EITC) in an individual tax return? This guide explains which types of business income can count as earned income for EITC purposes in an individual tax return. ⚠️ Before You Begin Before you decide whether your income can help you qualify for EITC, you need to know what kind of income it is (for example, self-employment, partnership, or S corporation income). 📊 Key Rules for Earned Income (EITC) Step 1: Use self-employment income (including certain business or farm income) Use this when you have money made from self-employment. Taxpayers can use money made from self-employment, including if they own or operate a business or farm to qualify for earned income credit. Step 2: Include partner income from a 1065 Partnership Use this when you receive partner income from a partnership. Partners income from a 1065 Partnership will qualify as self-employment income. Step 3: Do not treat S corporation income as self-employment income Use this when your income comes from an S corporation. However,S corporationincomeis notself-employment incomeand is not subject toself-employmenttax and therefore not considered earned income for EITC. Step 4: Include certain income types like ministers, religious order members, and statutory employees Use this when you have qualifying income from specific roles or employment classifications. Self-employment income also include income if you are a minister or member if a religious order or if you are a statutory employeeand have income. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I use the QBI loss within SureFire? If there is QBI loss carryforward from Real Estate Rental, and the property was sold, you may be wondering whether that QBI loss still remains available or whether it gets used with the sale of the rental real estate. ⚠️ Key Rule to Know Sec. 1. 199A-1(d)(2)(iii)(B) states that: The negative overall QBI amount carries forward to the succeeding year and is treated as arising from a separate trade or business. Those losses carry over indefinitely until completely offset by positive QBI. 📝 Answer to Your Question Based on Sec. 1. 199A-1(d)(2)(iii)(B), the QBI loss carryforward is carried forward to succeeding years and continues to carry over indefinitely until it is completely offset by positive QBI. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do we report the Section 965 Transition Tax on form 1040 in SureFire2017? The return will need to be paper filed. There is a required statement and form 1040 contains no Section 965 specific fields to enter data in to allow e-filing of the return. ⚠️ Before You Begin Because form 1040 does not include Section 965 specific fields for SureFire2017, the return must be paper filed. 📊 Step-by-Step Guide Step 1: Plan to Paper File Use this when you need to ensure the return is submitted correctly for Section 965 reporting. The return will need to be paper filed. Step 2: Use the Required Statement Use this when you need to include the required Section 965 information. There is a required statement for Section 965 reporting. Step 3: Follow IRS Guidance for Reporting Section 965 Use this when you need authoritative instructions on how to report Section 965 on 2017 tax returns. For more information and guidance on how to report Section 965, see IRS - Questions and Answers about Reporting Related to Section 965 on 2017 Tax Returns 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How does SureFire 2020 calculate the Unemployment Compensation Exclusion from the American Rescue Plan Act? To learn how SureFire 2020 calculates the Unemployment Compensation Exclusion from the American Rescue Plan Act. 📊 Step-by-Step Guide Step 1: Watch the video Use this when you need to understand the process SureFire 2020 uses to calculate the Unemployment Compensation Exclusion. Watch this video to learn about the process: https://youtu.be/l7MhfxNdDKs 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Title: How enter information on Form 2290 in Miscellaneous package in SureFire? You must indicate this form either Business or Individual. This guide walks you through what to enter for the key parts and lines of Form 2290 in the Miscellaneous package in SureFire. ⚠️ Before You Begin Before entering Form 2290 information: You must indicate whether this form is for Business or Individual. If you select the Individual check box, you must enter one of the following: T for taxpayer S for spouse J for a joint return Information will carry over from the Main Information Sheet. 📊 Step-by-Step Guide Step 1: Enter the correct Individual/Business selection Use this when you need to set up the correct filing type for Form 2290. You must indicate this form either Business or Individual. If you select the Individual check box, you must enter either T for taxpayer, S for spouse or J for a joint return. Information will carry over from the Main Information Sheet. Step 2: Part I: Figuring the Tax (Line 3) Use this when you need to report additional tax due to a change in taxable gross weight category. Line 3 Complete line 3 only if the taxable gross weight of a vehicle increases during the period and the vehicle falls in a new category. For instance, an increase in maximum load customarily carried may change the taxable gross weight. Figure the additional tax using the worksheet in the IRS form instructions. Step 3: Part I: Figuring the Tax (Line 5) Use this when you need to claim a credit for tax paid on certain vehicles. Line 5 Complete line 5 only if you are claiming a credit for tax paid on a vehicle that was either: Sold Destroyed or stolen before June 1 and not used during the remainder of the period, or Used during the prior period 5,000 miles or less (7,500 miles or less for agricultural vehicles). The amount claimed on line 5 cannot exceed the tax reported on line 4. Step 4: Part II: Statement in Support of Suspension (Line 7) Use this when you need to suspend tax for vehicles expected to be used under the mileage use limit. Line 7 Complete line 7 to suspend the tax on vehicles expected to be used less than the mileage use limit during a period. Step 5: Page 2 - Tax computation Use this when you need to compute tax and choose the correct column for each vehicle type. Tax computation: Use column (a) for listing amounts for vehicles that are not used for logging or are Canadian/Mexican. Use column (b) for logging vehicles. Complete all applicable information. See the IRS instructions for Form 2290 for more information. Step 6: Page 3 - Vehicle listing and schedule requirements Use this when you need to ensure every vehicle is listed correctly. Page 3 You must list every vehicle on this form. Be sure to list vehicles from which tax is suspended on Part II of Schedule 1. You may open additional copies of this page by pressing Shift+F10. Complete all applicable information. See the IRS instructions for Form 2290 for more information. Step 7: Page 4 - Consent to Disclosure of Tax Information Use this when you need to provide the required consent information. Page 4 Consent to Disclosure of Tax Information Enter the name and EIN. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How input Sch K-1 (Form 1120S) SE Tax in SureFire2017? How do you enter net income from S-Corp on form SE ⚠️ Work Around Override Line 2 on Sch SE. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How many W2-G forms can be in a return in SureFire? This guide answers your question about W-2G forms and e-filing in SureFire. 📊 Answer There is no limit to how many W-2G Forms you can e-file. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to add depreciation on an 1120 in SureFire? This guide shows you how to link your 1120 depreciation to the correct forms in SureFire. ⚠️ Before You Begin Make sure you are working in the correct return and form pages (1120 and 4562) so the links can be created properly. 📊 Step-by-Step Guide Step 1: Link from 1120 to Form 4562 Use this when you need to connect the depreciation line on the 1120 to Form 4562. Go to 1120 pg1, click on line 20, and hit F9 to link to the 4562. Step 2: Link from Form 4562 to the Fixed Asset Use this when you need to connect the 4562 depreciation to the underlying fixed asset. On the 4562, go to line 6, and hit F9 to link to the fixed asset. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to add Form 8911 Alternative Fuel Vehicle Refueling Property Credit in a 1040 in SureFire? This guide explains how to report the Form 8911 Alternative Fuel Vehicle Refueling Property Credit on your 1040 in SureFire. ⚠️ Before You Begin You will need to: Report the amount on 1040 Sch 3 Pag 1 - line 6j Use F9 to jump to the form (if you are entering it from the schedule) 📊 Step-by-Step Guide Step 1: Enter the credit amount on 1040 Schedule 3 You will need to report the amount on 1040 Sch 3 Pag 1 - line 6j. Step 2: Jump to the form using F9 (if needed) Use F9 to jump to the form. Step 3 (Alternative): Add Form 8911 from the Add Form tab Or add the Form 8911 from the Add Form tab and complete the information required. Note: The credit will flow to the 1040 Sch 3. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to add forms CT 1120 RC & CT 1120 RDC in SureFire? CT 1120 RDC: Research and Development Expenditures Tax CreditCT-1120RC: Research and Experimental Expenditures Tax Credit ⚠️ Before You Begin SureFire does not support forms CT-1120RC and CT 1120 RDC and does not allow for attachments of these forms. 📝 Where to Enter This Information Instead If you need this information, you can enter it on a different form within SureFire. Step 1: Enter the information on CT 1120K Use the following lines/columns based on the tax year: 2021: Form CT 1120K Pg 2, Line 14 and 15, Column A 2022: Form CT 1120K Pg 2, Line 14 and 15, Column C 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to add Gambling winnings to a return? - 1040, Sch 1, line 21, jump does not populate the from W2G Workaround: Manually add the form W2G 📊 Step-by-Step Guide Step 1: Manually add the W2G form Use this when you need to add Gambling winnings to your return, but the jump does not populate from W2G. Workaround: Manually add the form W2G 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to add more state W-2s in SureFire? This guide will show you how to add additional state W-2s in SureFire. ⚠️ Before You Begin Before you copy a W-2, make sure you verify the information in the box below. 📊 Step-by-Step Guide Step 1: Open the state W-2 Use this when you need to locate the W-2 you want to duplicate. Go to the state W-2. Step 2: Copy the W-2 Use this when you want to create an additional state W-2. Right click on the state W-2 and choose Copy W-2. Step 3: Verify and check the box Use this after copying to confirm the details are correct. Check the check here after verifying the information in the box below. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide shows you how to add or remove the 1040 ACH/ES Payment form in your tax return. 📊 Step-by-Step Guide Step 1: Locate Checkbox Navigate to the bottom of Form 1040, Page 2. Step 2: Toggle Form Look for the checkbox labeled 1040 ACH/ES form. Select Yes to add the form or No to remove it. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to amend a 1120 C in SureFire? - Client preparing amended return. This guide covers how to amend a 1120 C return in SureFire. ⚠️ Before You Begin You will need: Form 1120X (the amended return form) 📊 Step-by-Step Guide Step 1: Add Form 1120X Add form 1120X. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to amend a Montana individual return in SureFire? To amend the Montana individual return, you must check the "Check here if amending the return" box on MT2 page 1. ⚠️ Before You Begin You will need to access MT 1040 page 1 (MT2 page 1 in SureFire). 📊 Step-by-Step Guide Step 1: Select the amending checkbox Use this when you need to amend a Montana individual return. On page 1 of the MT 1040 return, the customer has the option to select the check box stating "Check here if amending the return". 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to Amend a Rhode Island 1040 Return in SureFire This guide shows you how to amend a Rhode Island 1040 return in SureFire, including where to locate the amendment option and what to enter for the Rhode Island supplement form. ⚠️ Before You Begin Make sure you are working from RI 1040 page 1 so you can access the amendment settings. 📊 Step-by-Step Guide Step 1: Open RI 1040 Page 1 Use this when you need to locate the amendment option. Go to RI 1040 pg 1. Step 2: Check the Amend Return Box Use this to tell SureFire you are preparing an amended return. Check the Amend return box. Step 3: Make Your Changes Use this to update the return with the corrected information. Make the changes. Step 4: Add the RI Supplement Form and Enter Explanations Use this to document what changed on the amended return. Add the RI supplement form, and enter the explanation for changes made. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to amend a South Carolina 1040 state return in SureFire? Go to Form SC 1040 Page 1 and check off the boxes as described below. 📊 Step-by-Step Guide Step 1: Override original entries on Schedule AMD If you are filing an amended return, check this box to override all original entries on Schedule AMD before making any changes to Federal or state and before checking the amended return box below:   "If this is an amended return 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to calculate the Capital Gain Adjustment amount on Form 1040 The capital gains adjustment is based on a formula in the IRS instructions for Form 1116. Instruction for Form 1116, page 8 ⚠️ Before You Begin To make the capital gains adjustment, you will need to know: Your foreign source qualified dividends or capital gain distributions in each separate category The tax rate that applies to each category (0%, 15%, or 20%) 📊 Step-by-Step Guide Step 1: Identify the category and applicable tax rate Use this when you need to determine which multiplier to use for each separate category. To adjust your foreign source qualified dividends or capital gain distributions, you will work in each separate category. Step 2: Multiply by the correct adjustment factor Use this when you need to calculate the adjustment amount for each category. Multiply your foreign source qualified dividends or capital gain distributions in each separate category by: 0.4054 if the foreign source qualified dividends or capital gain distributions are taxed at a 15% rate 0.5405 if they are taxed at a 20% rate Step 3: Enter the results on the correct line Use this when you need to report the calculated adjustment on Form 1116. Include the results on line 1a of the applicable Form 1116. Step 4: Handle the 0% rate category Use this when you need to apply the rule for categories taxed at 0%. You adjust your foreign source qualified dividends or capital gain distributions taxed at the 0% rate by not including them on line 1a. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I check the status of a Form in SureFire? SureFire updates every day at 10AM. 📚 What This Guide Covers This guide provides the links you can use to check: Module status Form status 📊 Status Links Module Status: https://support.SureFire.com/support/TWJurisdictionStatus FormStatus: https://support.SureFire.com/support/FormStatus/FormName 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to complete Form 8606: Nondeductible IRAs Use Form 8606 to report nondeductible IRA activity and related distributions and conversions. ⚠️ Before You Begin Before you complete Form 8606, you should: Fill in the IRS Worksheet and Forms 1099-R first. Then complete this form (many entries will be calculated for you). Important: SureFire includes two Forms 8606: one for the taxpayer and one for the spouse. Be sure you select the correct form. 📊 Step-by-Step Guide Step 1: Know what Form 8606 is used to report Use Form 8606 to report: Nondeductible contributions you made to traditional IRAs, Distributions from traditional, SEP, or SIMPLE IRAs, if you have ever made nondeductible contributions to traditional IRAs, Distributions from Roth IRAs, and Conversions from traditional, SEP, or SIMPLE IRAs to Roth IRAs. Step 2: Complete the worksheet and Forms 1099-R first Fill in the IRS Worksheet and Forms 1099-R first. Then complete this form. Many entries will be calculated for you. Step 3: Select the correct Form 8606 (taxpayer vs. spouse) SureFire includes two Forms 8606: one for the taxpayer and one for the spouse. Be sure you select the correct form. Step 4: If filing by itself, select the checkbox at the top of the form Select the check box at the top of the form if you are filing this form by itself and not with your tax return. 🧾 Form 8606 Parts Part I: Nondeductible Contributions to Traditional IRAs and Distributions from Traditional, SEP, and SIMPLE IRAs Complete Part I only if one or more of the following apply: Your client made nondeductible contributions to a traditional IRA for 2020. Your client received distributions from a traditional, SEP, or SIMPLE IRA in2020and made nondeductible contributions to a traditional IRA in2020 or an earlier year. For this purpose, a distribution does not include a rollover, one-time distribution to fund an HSA, conversion, recharacterization, or return of certain contributions. Your client converted part, but not all, of a traditional, SEP, or SIMPLE IRA to a Roth IRA in 2020 (excluding any portion you recharacterized) and made nondeductible contributions to a traditional IRA in 2020 or an earlier year. Part II: 20YY Conversions From Traditional, SEP, or SIMPLE IRAs to Roth IRAs Complete this part if the taxpayer converted part or all of their traditional, SEP, and SIMPLE IRAs to a Roth IRA in 2020 (excluding any portion the taxpayer recharacterized). Part III: Rollovers from Qualified Retirement Plans to Roth IRAs Completethis part only if the taxpayer took a distribution from a Roth IRS in 2020. For this purpose, adistribution does not include a rollover, a qualifiedcharitable distribution, a one-time distribution to fund an HSA, recharacterization, or the return of certain contributions. See the IRS form instructions for more information. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to do more than 2 part year states in a returns in SureFire? You would create 2 part year states, create and e-file the states, once they are accepted and you remove the state and add another part year state 📊 Step-by-Step Guide Step 1: Create your first 2 part-year states You would create 2 part year states. Step 2: Create and e-file those states Create and e-file the states. Step 3: Wait for acceptance, then swap in the next part-year state Once they are accepted and you remove the state and add another part year state. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to enter additional names on Sch E page 2 line 28 SureFire? This guide explains what happens on Schedule E (Sch E) page 2, line 28 in SureFire and what you need to do when you have more than four K-1s. ⚠️ Before You Begin You should: Fill in K-1 worksheets in SureFire before completing Schedule E. If the taxpayer reported a loss, received a distribution, disposed of stock, or received a loan repayment from an S corporation, you must attach a PDF of the basis computation in order to e-filing. 📊 Step-by-Step Guide Step 1: Review what SureFire fills in on Line 28 Use this when you need to understand what information appears on Sch E page 2 line 28. Line 28 SureFire completes line 28, columns (a) through (f) with information from K-1 P/S Worksheets. Step 2: Handle more than four K-1s Use this when you have additional K-1s that need to be reflected on the form. If you have more than four K-1s calculating information to this line, SureFire calculates the total of the fourth and all additional K-1s to line D. SureFire will display the text "ALL OTHERS"" on Line D ❌ Important Notes If the taxpayer reported a loss, received a distribution, disposed of stock, or received a loan repayment from an S corporation, you must attach a pdf of the basis computation in order to e-filing. You should fill in K-1 worksheets in SureFire before completing Schedule E. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to enter adjustments of Interest Income If you have an adjustment that should be made for the Federal return, or if you need to adjust interest for states, this guide will walk you through where to enter those amounts. ⚠️ Before You Begin You should be ready to: Access Schedule B (Federal) Use the Interest Worksheet (State adjustments) Reference F-1 help if you are unsure about the adjustment types 📊 Step-by-Step Guide Step 1: Enter Federal adjustments on Schedule B Use this when you have an adjustment that should be made for the Federal return. On Schedule B, line 1b, link (F9) to the New Interest Statement: Schedule B Line 1b Interest Income. There is a column named NAEOB. Mark the correct letter: N for Nominee A for Accrued Interest E for Exempt Interest O for OID (Original Issue Discount) Adjustment B for Amortized Bond Premium Adjustment Step 2: Enter the NAEOB amount Use this to enter the dollar amount for the adjustment type you selected in NAEOB. The next column, NAEOB amount, should be used to enter the nominee, accrued, exempt, OID adjustment, or amortized bond amount. Step 3: Review help and tax references if needed Use this if you are unfamiliar with these adjustments. See F-1 help for Schedule B and the statement for more information. If you are unfamiliar with these adjustments, consult a tax reference such as IRS Publication 17. Step 4: Enter state interest adjustments (if applicable) Use this when the state taxes interest differently than the Federal government. If you need to adjust interest for states: To make adjustments for state tax purposes, go to the State adjust column on the Interest Worksheet. This column should be used if the state taxes interest differently than the Federal government. For instance, use this column if the interest is tax-exempt for Federal purposes, but taxable for your state. Step 5: Add or subtract the state adjustment Use this to indicate whether the state treatment increases or decreases your state income. Enter either a + or - symbol in the appropriate column here to show whether the interest should be added or subtracted from the state return. Then, enter the amount that is taxed differently from Federal. Some states may use this column differently. Check the F1 help on state forms for more information on how each state uses the column. Step 6: Example Example of how to enter Federal and State adjustments. Example: The interest income is tax-exempt for Federal purposes, but taxable for the state. Go to the NAEOB column and enter E, then enter the amount that is tax-exempt. Then, go to the State Adjust column and enter a + and the amount of the interest that is taxable to your state. The income will be shown as tax-exempt on the Federal return, and taxable on the state return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to enter depreciation on a tax return This guide explains how to enter depreciation so it carries to the correct form (for example, Schedule C). ⚠️ Before You Begin Before you start, make sure you know which form the depreciation needs to carry to (for example, the Schedule C). 📊 Step-by-Step Guide Step 1: Start on the correct depreciation line Use this when you need to enter depreciation on the right form. Start at the depreciation line on the form that you wish the depreciation to carry to (for example: if you need the depreciation to carry to the Schedule C, start at line 13 of the Schedule C). Step 2: Link to the Depreciation and Amortization page Use this to open the correct depreciation input screen. Click in the field and link, or hit (F9),to theNEW 4562 Pg1- Depreciation and Amortization Pg 1. Step 3: Open the Asset Worksheet and enter the item Use this to specify which asset you are depreciating. Go to line 6a (description) and link, or hit (F9), to a NEW Asset Worksheet- Depreciation and Amortization Worksheet. Enter the item to be depreciated on the worksheet. Step 4: Repeat for each asset Use this when you have multiple assets to depreciate. Complete a separate Depreciation Worksheet for each asset. ✅ Success! You have entered depreciation by linking to the correct depreciation pages and completing a worksheet for each asset. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to enter Foreign Employer on a W2 SureFire? This guide explains what to do when your W-2 or 1099 is from a foreign employer. 📚 What This Guide Covers Entering foreign employer information - how to enter the foreign address when the W-2 or 1099 includes a foreign address. 📊 Step-by-Step Guide Step 1: Review your W-2 or 1099 Use this when you need to confirm whether the employer address is foreign. W-2 or 1099 from Foreign Employer Step 2: Enter the foreign address in the foreign address fields Use this when the W-2 or 1099 is from an employer with a foreign address. If the W-2 or 1099 is from an employer with a foreign address, enter the address in the foreign address fields below the US address fields. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to Enter Information on Form 656 in the Miscellaneous Package (SureFire) This guide explains what an Offer in Compromise (Form 656) is and walks you through the key sections you’ll enter in SureFire’s Miscellaneous package. ⚠️ Before You Begin Before you start entering Form 656 information, make sure you: Have your Offer in Compromise details ready (business/individual selection, reasons, payment terms, and sources of funds). Read each item on screen and select the appropriate check boxes. Know that information will carry over from the Main Information Sheet. Tip: For additional details, you can also see the IRS instructions for Form 656. 📊 Step-by-Step Guide Step 1: Understand what Form 656 is An Offer in Compromise is an agreement between the taxpayer and the government that settles a tax liability for payment of less than the full amount owed. Step 2: Select Business or Individual (Page 1) You must indicate this form as either Business or Individual. If you select the Individual check box, you must enter: T for taxpayer S for spouse J for a joint return Information will carry over from the Main Information Sheet. Step 3: Read and select the appropriate check boxes (Page 1) Read each item and select the appropriate check boxes. Note: See the IRS instructions for Form 656 for more information. Step 4: Enter the Reason for Offer (Section III) (Page 2) Enter an explanation of the circumstances. Step 5: Complete Low Income Certification if applicable (Section IV) (Individuals Only) (Page 2) Read the information on screen to determine if you qualify for low-income certification. Step 6: Enter Payment Terms (Section V) (Page 2) Enter the amount of your offer and select the applicable check box for payment options. Step 7: Enter Down Payment and Deposit details (Section VI) (Page 3) Enter the applicable information for down payments and deposits. Step 8: Enter Source of Funds (Section VII) (Page 3) Enter the sources of funds that shall be obtained to make the offer in compromise. Step 9: Choose Third Party Designee options (Section XI) (Page 4) Select the applicable check box to indicate if you want another person to discuss this offer with IRS. Step 10: If you select Yes, enter the designee information (Page 4) If "Yes"" enter the name and phone number of that person. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to enter information on Schedule K-1 (Form 1065) line 20(z) Where do I enter the amounts for Schedule K-1 (Form 1065) Line 20(z)? 📊 Step-by-Step Guide Step 1: Enter the amount in the correct location Use this when you need to enter the amount for Schedule K-1 (Form 1065) Line 20(z). Enter the amount on Form 1065, Page 4, Schedule K, Line 20 (z). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to enter more than 6 Interest Payers on Sch B in SureFire? If the return includes six or fewer interest income items (all taxable to Federal and state), you can enter them directly on lines 1b-1g. If there are more than six items (or you need a worksheet), you will enter ALL items on the Additional Interest Income statement. ⚠️ Before You Begin Use the Additional Interest Income statement when any of the following apply: There are more than six payers. The state return treats the interest differently from the Federal. You want to designate ownership of the income to taxpayer, spouse, or joint. Any of the interest is a nominee distribution, accrued, tax-exempt, OID adjustment, or ABP adjustment (see IRS Publication 17 or Schedule B instructions for more information). There are penalties or withholding on the interest. Any of the interest is tax-exempt interest from private activity bonds. 📊 Step-by-Step Guide Step 1: Enter interest items on the correct place Use this when you need to enter more than 6 interest income items. If the return includes six or fewer interest income items, all taxable to Federal and state, enter them on lines 1b-1g. If there are more than six items, or if you need a worksheet, enter ALL items on the Additional Interest Income statement. Step 2: Open the Additional Interest Income statement Use this to access the worksheet from within the Sch B interest section. You can access the statement by pressing F9 on any line in this section. Step 3: Understand how the statement totals flow back to Schedule B Use this to avoid confusion about what appears on Schedule B lines 1b-1g. Note: The name and amount only calculate back to lines 1b - 1g of Schedule B from the statement when there is a taxable amount on the statement. Example: If you enter $1000 of tax exempt interest on the first line of the Interest Statement, that amount will not be shown on the Schedule B, line 1b. Step 4: If preparing a state return, review state-specific instructions Use this when you are entering state adjustments. If you are preparing a state return, you should consult the instructions for the particular state before using the State Adjust columns on the Interest Income statement. ✅ Tip If needed, you can duplicate the statement for additional entries by pressing SHIFT+F10. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Title: How to enter the Identity Protection Pin number on a 1040 using SureFire? This guide explains where to enter your Identity Protection PIN in SureFire when preparing a 1040. ⚠️ Before You Begin Make sure you have your Identity Protection PIN available before you start entering it in SureFire. 📊 Step-by-Step Guide Step 1: Enter the Identity Protection PIN in SureFire The Identity Protection Pin is entered on the Identity Protection Pin section on the Main Information Sheet. Note: The Identity Protection Pin displays in the signature section at the bottom of the form 1040, Page 2 when printed. 💡 Reference for More Information For more information on the Identity Protection Pin, please reference: https://www.irs.gov/identity-theft-fraud-scams/frequently-asked-questions-about-the-identity-protection-personal-identification-number-ip-pin 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to enter the state of resident code on VA 763 pg 1 in SureFire This guide shows you how to enter the state of resident code on VA 763 (page 1) in SureFire. 📊 Step-by-Step Guide Step 1: Enter the county or city Use this when you need to enter the location information required for the resident code. In SureFire, enter the county or City in the corresponding space. Step 2: Enter the resident code Use this when you are ready to input the code tied to the county or city. After entering the county or City, enter the code in the code field. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to Enter Unreimbursed Partner Expenses in SureFire This guide explains how to enter unreimbursed partnership expenses in SureFire. These instructions are found in the F1 help in SureFire. ⚠️ Important Note (IRS Reporting Requirement) The IRS requires that each of the items above be reported on a separate line on line 28. If you fail to do this, the IRS may send the client a notice of additional tax due because the amounts reported by the partnership or S corporation on Schedule D-1 do not match the amounts reported by the client on the tax return. 📊 Step-by-Step Guide Use this when you need to enter unreimbursed partnership expenses so they flow correctly to Schedule E, line 27. Step 1: Create a K-1 P/S worksheet for each item Since SureFire fills in line 28 from K-1 worksheets, you should create a K-1 P/S worksheet for each of these items. Create the K-1 P/S worksheet so it is the first, second, or third K-1 worksheet you complete. This helps ensure it does not get combined with the fourth and all other K-1s on line 28D. Step 2: Enter the required information on the K-1 worksheet On the K-1 worksheet, enter the applicable information as follows: Enter PYA (prior year amount) or UPE (unreimbursed partnership expenses) in the Name of partnership or S corporation field. Enter P (partner) or S (shareholder) in the P/S field. Enter the Federal ID (employer identification number). Step 3: Open Schedule E, page 2 and enter the amount Close the K-1 worksheet and open Schedule E, page 2. On the line where the K-1 data calculates, enter the applicable amount in the correct column, according to the IRS instructions for Schedule E, line 27. You will have to press F8 on the field to override before you can type the amount. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to fix if Dependent and care expense not calculating on line 5 of the 2441 form in SureFire SureFire won’t calculate credit for dependent and care expenses beginning on line 5 of page 1 on the 2441 form. ⚠️ Before You Begin Before you troubleshoot, review the instructions for line 5 on the 2441 form. 📊 Step-by-Step Guide Step 1: Check the line 5 instructions on the 2441 form Use this when you need to confirm what information should be entered for line 5. Read the instructions for line 5 on the form. It states that for married filing joint, the spouse's income would be entered on the 2441 line 5. Step 2: Verify spouse income was marked correctly on the W-2 or Schedule C Use this when SureFire is entering 0 on line 5 and the credit is not calculating. The customer did not mark the spouse income correctly on the W2 form or a Schedule C (at the top) then 0 will be entered on line 5 of the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to fix IL Reject ILEIC-1870-1 in SureFire? Reject: IL Reject ILEIC-1870-1 Reason: OccupationLicenseYesBox or OccupationLicenseNoBox must equal X if SchILEIC Step 3 Line 2 BusinessIncomeOrLoss is present. ⚠️ Before You Begin You will need to complete the Illinois EIC-related schedule and verify the correct box is selected on the Illinois EIC page. 📊 Step-by-Step Guide Step 1: Add the IL Sch E/EIC (2022) Use this when you are claiming EIC and need the required schedule completed. Since you are claiming EIC, you will need to add the IL Sch E/EIC (2022). Step 2: Fill out the IL Sch E/EIC (2022) form Use this to ensure the schedule information is entered so the reject can clear. Fill out the form. Step 3: Verify the IL EIC page 2 line 2a selection Use this to match the required checkbox selection for line 2a. On the IL EIC page 2, line 2a, check the box that says: "Does your occupation require a city ❌ Troubleshooting If the reject does not clear, re-check that the correct selection is made for the IL EIC page 2 line 2a and that the IL Sch E/EIC (2022) schedule is fully completed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to fix Internal error. Catastrophic failure (Exception from HRESULT: 0x80000FFFF (E_UNEXPTECTED)? This guide explains one common fix for this error. ⚠️ Before You Begin Make sure you can access the form mentioned in the error resolution steps. 📊 Step-by-Step Guide Step 1: Re-add Form 8825 Use this when you need to resolve the internal error by restoring the missing form. Removed the form 8825 appears to be root cause of the issue and add it back and fill out the required information. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to get Form NH-BET Line 5 to calculate This guide explains what conditions must be met for Line 5 to populate on Form NH-BET. ⚠️ Before You Begin For Line 5 to populate, you must meet these conditions:   You are required to file this return if the gross business receipts were greater than $207 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to get the Sch O to populate on the 990 input in SureFire This guide will help you make sure the Sch O information populates correctly on the 990 input in SureFire. 📊 Step-by-Step Guide Step 1: Confirm 990 P4 Line 38 Use this when you need to ensure the correct section is enabled. 990 p4 line 38 should be Yes Step 2: Check the 990 P7 Sch VII checkbox Use this when you need to turn on the Sch VII option so Sch O can populate. 990 p7 Sch VII checkbox at the top should be checked 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to Import K-1 data to a 1040 in SureFire? This guide explains how to import K-1 data into your 1040 return in SureFire. ⚠️ Before You Begin Make sure you have your 1040 return open in SureFire and are ready to add or use the Sch E page 2 link to the K1 worksheet. 📊 Step-by-Step Guide Step 1: Open your 1040 return Use this when you need to access the K-1 worksheet link from your return. Open the 1040 return. Step 2: Use the Sch E page 2 link (or add it) Use this when you need to ensure you have the correct K1 worksheet available. If you have a Sch E pg 2 link to the K1 worksheet from there, use it. If you do not have Sch E pg 2, add it. Step 3: Open the K1 worksheet Use this when you are ready to enter the K-1 details. Once the K1 is open, enter the EIN and check the P/S box. Step 4: Add the K1 information when prompted Use this when SureFire prompts you that K1 information already exists. After you enter the EIN and check the P/S box, it will prompt that K1 information exist—add it. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to input a form 1099-Q Payments From Qualified Education Programs in SureFire? This guide helps you enter Form 1099-Q payments from qualified education programs in SureFire. Problem: Unable to locate Form 1099-Q in SureFire. ⚠️ Before You Begin Make sure you have your Form 1099-Q available so you can enter the distribution amounts correctly. 📊 Step-by-Step Guide Step 1: Add the correct worksheet from the forms list Use this when you need to add the worksheet that SureFire uses for 1099-Q related education payments. From the list of forms, select the form 1040 Wkt2. SureFire will add the form "Student Loan Interest, Coverdell ESA and QTP, Tuition and Fees" to the return. Step 2: Navigate to the Education Savings Accounts section Use this when you need to enter the QTP/ESA distribution details. Go to the "Education Savings Accounts (ESAs), QTPs and ABLE accounts" section. Step 3: Add the worksheet for line 1 Use this when you need to create the worksheet used to enter taxable distributions from QTPs. On line 1, "Taxable distributions from QTPs", hit F9 to add a "NEW ESA Wkt - Education Savings Account Worksheet". Step 4: Enter the distribution amounts from Form 1099-Q Use this when you are ready to input the amounts shown on your 1099-Q. Enter the distributions from Coverdell ESAs shown on Form 1099-Q on line 1. ✅ Success! You have added the correct worksheet and entered the Coverdell ESA distributions from Form 1099-Q on line 1. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to input GA IT-QRHOE-TP2 information in a 1040 (SureFire) Taxpayer claiming the qualified rural hospital organization expense tax credit and not sure how to input this into the system. ⚠️ Before You Begin Make sure you are entering the qualified rural hospital organization expense tax credit from GA IT-QRHOE-TP2. 📊 Step-by-Step Guide Step 1: Enter the credit on GA Schedule 2 Use this when you need to enter the qualified rural hospital organization expense tax credit into the return. Enter on GA Sch 2 — credit code should be 136. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains how to add more than 14 transactions of the same type to Form 8949 by duplicating and correctly numbering additional pages. 📊 Step-by-Step Guide Step 1: Duplicate Form 8949 Each page of Form 8949 can accommodate 14 transactions. If you have more, you must create a copy. Open Form 8949. At the top of the form, click the Copy 8949 Pg button to generate a new, blank page for your additional transactions. Step 2: Number the Pages Sequential numbering is required for the IRS to correctly process multiple pages. Once you have duplicated the form, you must assign sequential numbers to each copy: Go to the first (parent) form. Change the copy number from 0 to 1. Go to your newly copied page and change its number to 2. You can continue this process (3, 4, 5, etc.) for as many pages as needed to list all short-term and long-term transactions. 📞 Still Need Help? If you have a very large number of transactions or are using a summary statement, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to load form CA 540 X in SureFire 2014? This guide shows you how to add the CA 540X form to your return from inside SureFire 2014. ⚠️ Before You Begin Make sure you are already inside the return you want to update. 📊 Step-by-Step Guide Step 1: Start inside your return Use this when you need to begin adding forms to the correct return. From inside a return Step 2: Open the Add a Form tab Use this to access the list of forms you can add. Select the Add a Form tab Step 3: Find CA 540X Use this to quickly locate the correct form. Search for CA 540X Step 4: Add the form to your return Use this to insert the selected form into your return. Once the form is highlighted select the open button Step 5: Confirm it was added Use this to verify the form is now part of your return. This will add the CA 540X to your return ✅ Success! Your CA 540X form has been added to your return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to print Spanish forms in SureFire? This guide explains how to print Spanish forms in SureFire. ⚠️ Before You Begin Note: Remember not all forms are available in Spanish. 📊 Step-by-Step Guide Step 1: Select the Spanish option Use this when you want to print Spanish forms. To print Spanish forms, simply check the appropriate box at the top of the Main Info form. Step 2: Choose Spanish and the print option Use this to ensure the correct language and output are selected. Choose Spanish on the screen and printed or Spanish formsprinted only. Step 3: Confirm and return to the forms Use this to apply your selection and continue. After selecting one, press F10 or click the Up One Level icon, and then go back to the forms. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to rehang ACK for a return in SureFire If you are trying to resubmit a return but it is still showing as Transmitted and you need to re-hang the ACK, follow the steps below. ⚠️ Before You Begin First follow one of the next options: 📊 Step-by-Step Guide Step 1: Rehang ACK using Return Query Use this when you want to rehang ACK directly from the Return Query page. 1. Go to https://returnquery.SureFire.com/select and select Rehang under heading Rehang Ack. Step 2: Rehang ACK using SureFire (Admin) Use this when you need to rehang ACK from within SureFire as an ADMIN. 2. Go to https://support.SureFire.com/ Log in as ADMIN Click EFILE Return Query Enter SSN/EIN and search Select Rehang under heading Rehang Ack.       Step 3: Process the acknowledgment in SureFire Use this after you rehang the ACK so SureFire can process it and allow you to transmit again. Then on SureFire go to communications > Get Acks mail and updates and process the acknowledgment. Step 4: Create and transmit the e-file After the acknowledgment is processed, you can transmit the return again. After that you should be able to create the e-file and transmit the file. ✅ Success! You should now be able to create the e-file and transmit the file after the acknowledgment is processed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to remove a disposed asset from the depreciation totals in the balance sheet How to remove a disposed asset from the depreciation totals in the balance sheet, asset(s) dispose of outside the software? 📚 What This Guide Covers This guide explains what to do when an asset is disposed of outside the software. 📝 Important Notes Assets will be removed when they are disposed, sold or exchanged. If you did not dispose of the asset using the disposition tab in the software, you will need to manually delete the asset(s). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to remove a form from a return in SureFire? There are many ways you can do this. This guide shows you the easiest two options, plus an alternate method. 📊 Step-by-Step Guide Step 1: Remove the form using the form window Use this when you want the quickest way to remove a form. Open the desired form. Select "Remove form" at the top of the form.     Step 2: Remove the form from the form tree Use this when you prefer removing forms from the list on the left. Find the desired form on the form tree to the left of your program. Right click on the form. Click Remove form. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to report 1035 exchange on 1099-R? This guide shows you how to report a 1035 exchange on a 1099-R by selecting the correct code in Box 7. ⚠️ Before You Begin Have your 1099-R form available so you can enter the correct code in Box 7. 📊 Step-by-Step Guide Step 1: Select the correct code in Box 7 Select code 6 in Box 7 of 1099-R. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to Report 1099 K Income on Tax Return This guide explains how to report your 1099-K income on your tax return using this form. 📊 Step-by-Step Guide Step 1: Enter Your 1099-K Income Use this when you need to report your 1099-K income on this form. To report your 1099-K income on this form, simply enter your gross 1099-K income on line 1 of Schedule C. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to report 1099R for a public service officer? This guide explains how to report 1099R for a public service officer by excluding insurance premiums for retired public safety officers (PSO) and entering the qualified amount. ⚠️ Before You Begin Make sure you are in the 1099R section of your SureFire software so you can access the exclusion worksheet. 📊 Step-by-Step Guide Step 1: Open 1099R and exclude the insurance premiums Use this to exclude insurance premiums for retired public safety officers (PSO) and enter the qualified amount. Go to 1099R and check the box to exclude ins premiums for retired public safety officers (PSO) and enter qualified amount. Step 2: Use the exclusion worksheet (SureFire / SureFire Web Version) Use this when you need to enter the qualified amount on the correct line. SureFire/SureFire Web Version Go to 1099R Exclusion worksheet, line 4, to exclude ins premiums for retired public safety officers (PSO) and enter qualified amount. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to report a 1099C in SureFire Web Version 2022 This guide explains how to add a 1099C entry in SureFire Web Version 2022. ⚠️ Before You Begin Make sure you have the information needed to complete the Sch 1 pg 1 line 8z entry, including: Description Amount 📊 Step-by-Step Guide Step 1: Enter the 1099C details Use this when you need to report the 1099C entry in SureFire Web Version 2022. Go to Sch 1 pg 1 line 8z, enter a description and amount. Step 2: Link to the worksheet (optional) Use this when you want to link to wkt 7. You can use F9 to link to wkt 7. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to report Form 1099-MISC income in SureFire This guide explains how to enter Form 1099-MISC income in SureFire based on what the payer reported and where it should be reported on your tax forms. ⚠️ Before You Begin Have the Form 1099-MISC you received from the payer available so you can complete the SureFire form exactly as it appears on the document. 📊 Step-by-Step Guide Step 1: Determine what type of income the 1099-MISC reflects Use this when you need to enter the income in the correct place in SureFire. If the 1099-MISC reflects income for someone who is self-employed, you would link (press F9) from line 1 of the Federal Schedule C to a New 1099MISC. Step 2: Enter miscellaneous income (subcontractor, babysitter, etc.) Use this when the income is miscellaneous and not self-employment compensation. If it was miscellaneous income as a subcontractor or babysitter, etc., link from Sch 1 line 8to a New 1099MISC. If it is income that needs to be reported on Schedule E, link from line 3 for Rents or line 4 for Royalties on Schedule E. Complete this form exactly as it is on the form that you received from the payer. ❌ Important Note About Non-Employee Compensation (1099-NEC) Note: If this is considered non-employee compensation, you would link (press F9) from line 1 of the Federal Schedule C to a New 1099NEC. If this is not done correctly, the IRS will send a letter to the taxpayer asking for proof that this should not be self-employment income. Check with the taxpayer to see what type of income the form is reporting, and see the Schedule C or Schedule SE instructions to find where this should be reported. There should also be information on the back of Form 1099-MISC to help you with this conclusion. If you are still in doubt, check with the payer or with the IRS. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to report GA education 529 plan contribution? To enter 529 plan contributions information on GA return must go to SCH1 line 9. 📊 Step-by-Step Guide Step 1: Enter your 529 plan contribution on the GA return Use this when you need to report GA education 529 plan contributions in SureFire. Go to SCH1 line 9 to enter your 529 plan contributions information on the GA return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to start a New Return in SureFire This information includes steps for the 1040 individual package. Some steps may vary slightly, depending on the package you use. ⚠️ Before You Begin Have the primary Social Security Number (SSN) for the tax return available. 📊 Step-by-Step Guide Use this when you need to start a new 1040 individual return in SureFire. Step 1: Start a New Return Do one of the following: Click the Start a New Return link on the home page. Click the File menu and click Start a New Return. Press the Ctrl+N keys. Step 2: Enter the Primary SSN Enter the primary Social Security Number for the tax return in the SSN box and press the Tab key. Step 3: Handle SSN Re-keying (If Not Carrying Forward) If you are not carrying forward prior year data, enter the SSN again in the Re-key SSN box and click OK and the return will open. Step 4: Load Carry Forward Data (If Available) If you carried forward prior year data for the SSN, SureFire displays a message box similar to the following:   Click Yes to load carry forward data. If there is carry forward data and you select Yes to load it, the return loads at this point and you do not have to re-key the SSN. 📝 Notes Note: By default, the Use SSN to name file feature is enabled. If this check box remains selected, SureFire automatically inserts the SSN in the File name box. If this check box is de-selected and the feature is disabled, you must enter a different file name in the File name box. By default, the Prompt if Return not Carried Forward feature is disabled. If this check box remains deselected, you will not receive a prompt when starting a new return with a taxpayer SSN that was used in a return last year, but not carried forward. If this check box is selected and the feature is enabled, you will be prompted when you start a new return with a taxpayer SSN that was used last year. Step 5: Confirm Carry Forward (If Prompted) Click Yes to carry forward and load data into the new return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to submit a return that has more than 5 non-resident states in SureFire? This guide walks you through the steps to submit a return in SureFire when you have more than 5 non-resident states. ⚠️ Before You Begin Make sure you have the information needed to complete the federal return and the state returns, including wage and income-related forms for all states included in the return. 📊 Step-by-Step Guide Step 1: Enter states on the Main Info sheet Use this when you need to enter the state setup for the return. Go to the Main Info sheet, enter the resident states, part-year resident states, and the first five non-resident states. Step 2: Add wage and income-related forms for all states Use this to ensure all state-specific income is included. Add all wage and income-related forms to the return for all states. ❌ Important Note Note: If there are more than four states on the W-2, seeSureFire: 1040 Form Instructions - Form W-2 - Wage and Tax Statement Step 3: Complete the federal return Use this to prepare the base return before filing states. Complete the federal return. Step 4: Complete the state returns for the states in this return Use this to generate each state return included in the filing. Complete the state returns for the states that are in this return. ❌ Important Note Note:Some states cannot be filed as un-linked. These need to be filed at the same time as the federal return. Step 5: Create the e-file(s) and transmit the returns Use this to submit the returns electronically. Create the e-file(s) and transmit the returns. ❌ Important Note Note: Many resident states offer a credit for taxes paid to the non-resident state. Do not file the resident state return until you have completed all returns. Step 6: Wait for acceptance acknowledgement Use this to confirm the e-file transmissions were accepted. Once you have received an Accepted "Acknowledgement: for all the returns e-filed 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How To Verify if One is Eligible for a Sale of Home Exclusion? Scenario: A sale of a house purchased in 2012 and lived on for 4 years. Since 2017, they have been renting and depreciating it. Use this guide to confirm eligibility for the Sale of Home Exclusion and understand how SureFire handles the situation. https://www.irs.gov/taxtopics/tc701 ⚠️ Before You Begin IRS eligibility rule (Sale of Home Exclusion): You're eligible for the exclusion if you have owned and used your home as your main home for a period aggregating at least two years out of the five years prior to its date of sale. Question to verify: Does the taxpayer meet the “owned and used as main home” requirement for at least 2 years within the 5-year period ending on the sale date? 📊 Step-by-Step Guide Step 1: Record the rental property on the Asset worksheet (if you have not yet done so) Use this when you need to ensure the rental property is properly set up before disposing of it. Step 2: Dispose of the asset and add the selling expenses Use this when you need to capture the sale transaction details so the gain can be calculated. Step 3: The gain will flow to Form 4797 Use this to confirm where SureFire sends the calculated gain. Step 4: On the Sch D worksheet 2, report sale of home and complete the entries (including depreciation on line 9) Use this when you need to enter the sale of home details and include the depreciation on line 9. Step 5: The gain from the Sch D worksheet 2 will flow to 4797 (you may need to override Form 4797, line 30, page 2) Use this when the gain calculated on Sch D worksheet 2 needs to be reflected on Form 4797, line 30, page 2. ❌ Note Depreciation expense will not be excluded from tax 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is this about? If you cannot link to a Part Year, this article explains how SureFire handles royalty income from K-1 P/S (partner/shareholder) Worksheets. ⚠️ Before You Begin Make sure you understand whether the client has K-1s, since this affects how SureFire displays information in the Address field. 📝 Key Information SureFire uses line C for any royalty income from K-1 P/S (partner/shareholder) Worksheets. SureFire displays the words "FROM K-1"" in the Address field when there is royalty income coming from one or more K-1 P/S Worksheets.   If the client has K-1s 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Do you have an Oil and Gas worksheet? You’re asking whether SureFire has an oil and gas worksheet, especially for entering a K-1 that includes many oil and gas items and shows the message "enter manually". ❌ Answer SureFire does not have a Oil Gas Worksheet. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 I started a return with Apply for ITIN If you start a return with Apply for ITIN, then later find out the taxpayer already has ITIN or SSN, you should delete the return. ⚠️ Before You Begin Make sure you confirm whether the taxpayer already has an ITIN or SSN. If they do, you will need to delete the return you started with Apply for ITIN. 📊 Step-by-Step Guide Step 1: Delete the return If you start a return with Apply for ITIN, then later find out the taxpayer already has ITIN or SSN, you should delete the return. Step 2: Start a new return Once the return has been deleted, start a new return. Step 3: Choose not to restore the deleted return SureFire displays a message that the return was previously deleted and asks if you would like to restore it. Click No, and the new return will open. Step 4: Complete the new return Complete the return asneeded. ✅ Note The new return started without anITIN is eligible for electronic filing. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 I transmitted returns before the October 15th deadline - All The state or federal can accept a return at any time. The important date and time is when the return was sent to the IRS or state. ⚠️ Key Point About Dates & Penalties Here is how the dates are used: Form 9325 acceptance date: The form 9325 is showing the acceptance date. Acceptance date impact: This date does not determine penalties or late fees. Sent date impact: The sent date is used to determine penalties or late fees, if any. 📚 Reference Information https://www.irs.gov/e-file-providers/electronic-postmark 📝 What an Electronic Postmark Means A Transmitter may provide an electronic postmark to taxpayers that file Individual Income Tax Returns and Extensions of Time to File Individual Income Tax Returns, through an ERO or through Online Filing. The Transmitter creates the electronic postmark bearing the date and time (in the Transmitter's time zone) that the return is received at the Transmitter's host computer. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IA 126 (W2G Gambling Income/Other Income doubling in SureFire) If you use the RES/NR Wkt to allocate the Other Income to the IA form, it will tax the gambling income from a Form W2G twice. ⚠️ Before You Begin This issue applies to the scenario where you allocate Other Income to the IA form using the RES/NR Wkt. ✅ Resolution This issue was fixed in the IA 2.0 module update on 2/21/23. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IA E-file validation error (Corporation) in SureFire Error message: The 'http://www.irs.gov/efile:Corp' element is invalid - The value '' is invalid according to its datatype 'http://www.irs.gov/efile:CheckboxType' - The Enumeration constraint failed. Type of Entity: Corporation This guide explains what to check in SureFire when you see this IA e-file validation error for a Corporation. ⚠️ Before You Begin Before you re-validate, make sure you review the required checkbox selections related to: IA 1120S page 2, Part III, section b IA K-1 box that asks whether the return includes additional attachments 📊 Step-by-Step Guide Step 1: Check IA 1120S page 2, Part III, b Use this when you need to confirm the required checkbox is selected for the Type of Entity. IA 1120S page 2, Part III, b needs a box to be checked for the Type of Entity. Step 2: Check IA K-1 additional attachments checkbox Use this when you need to ensure the required yes/no selection is made. Also, IA K-1 has a box stating "is the return including additional attachments yes or not" that needs to be checked. ✅ Typically Use Typically use the checkbox selections described in Steps 1 and 2 to resolve the validation error. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Identity Protection PIN - What This Guide CoversThis article explains where to enter an IRS Identity Protection PIN on the return. ⚠️ Before You BeginYou will need:Your client’s IRS Identity Protection PIN (if issued).Access to the Main Information sheet in your return. 📊 Step-by-Step Guide Step 1: Enter the Identity Protection PIN Go to the Main Information sheet and enter the Identity Protection PIN in the designated field. The field is located below the section where the taxpayers' PINs are entered to authorize you to e-file their returns. Step 2: Confirm which taxpayer is the PIN holder If the PIN was issued to the spouse (not the primary taxpayer), switch the information on the return so the spouse is listed as the primary taxpayer with the PIN. ❌ Common ErrorsIf the return rejects the PIN, re-check that you entered the PIN for the correct taxpayer (primary vs. spouse). 📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 If a client has interest and dividend prior to marriage must they allocate it on the 8958 If a client has interest and dividend prior to marriage must they allocate it on the 8958. 📝 Answer Interest, dividends, and rents from community property are community income and must be evenly split regardless when they were earned. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 If a client prepares his/her own return, can I e-file it as the ERO using the client's own signature and SSN? As long as the taxpayer is listed as the preparer and you as the ERO, it is possible. The taxpayer and preparer can be the same person. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers If a paper return was selected for the Federal, the NYC-202 return cannot be electronically filed. (NY 90) in SureFire ⚠️ Before You Begin Make sure you can log in to SureFire as the Admin user. 📊 Step-by-Step Guide Step 1: Reinstall NY Use this when you need to reinstall NY modules in SureFire. Open SureFire and log in as the Admin user. Step 2: Get Module Updates Use this to download and apply any available module updates. Go toCommunications Get Module Updates. SureFire will connect to the Electronic Filing Center and will download any module updates available to you. Step 3: Confirm the Update Session Use this to proceed after the update session completes successfully. When you receive the message indicating the session was successful, clickCloseto exit. TheUnprocessed Emailwindow will appear, clickOK. Step 4: Apply the Updates Use this to apply the downloaded module updates. In theModule Update(s)window, clickYesto apply the updates. The updates will begin to be applied. Step 5: Finish and Close Use this to confirm completion and close the update process. When the process is complete, a total number of updates applied will display at the bottom. ClickOKto close. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 If paid preparer information is entered you must enter Preparer Name and PTIN when preparing returns for IRS VITA site This response is specific for IRS VITA sites ⚠️ Before You Begin You can know if this is a VITA site by looking at the account in Data Manager, Main information page, the Order Number will begin with an 'S" this same number is used a PTIN on the return.   🛠️ Step-by-Step Guide Step 1: Open the Main Information sheet Use this when you need to resolve this issue. On the Main Information sheet 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 If the state listed on the Mississippi resident return is "MS" the county code listed cannot be 83 (Nonresident) or 90 (Resident living out of state). If the state listed on the Mississippi resident return is not "MS" ⚠️ Before You Begin Make sure you are checking the correct state value on the Mississippi resident return. 📊 Step-by-Step Guide Step 1: Verify the state value Use this when you need to confirm whether the state listed is "MS". Check the state listed on the Mississippi resident return. Step 2: Confirm the county code is allowed Use this when you need to ensure the county code matches the state selection. the county code listed cannot be 83 (Nonresident) or 90 (Resident living out of state). If the state listed on the Mississippi resident return is not "MS" ❌ Common Errors Using county code 83 (Nonresident) or 90 (Resident living out of state) when the state listed on the Mississippi resident return is not "MS". 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IL1040-5400-1 - FormIL1040 Step 8 Line 27 PassThroughEntityPayments Validation This guide helps you resolve the issue shown by: IL1040-5400-1 - FormIL1040 Step 8 Line 27 PassThroughEntityPayments must not be greater than the sum of all occurrences of SchILK1P Step 7 Line 54 PassThroughEntityPayment plus all occurrences of SchILK1T Step 7 Line 49 NResPassThroughEntityPayments. ReturnState / ReturnDataState / FormIL1040 ⚠️ Before You Begin Make sure you are working on the Federal K-1 section and that you have access to the forms tree. 📊 Step-by-Step Guide Step 1: Enter IL on the Federal K-1 The IL K-1 is not checked off in the forms tree. You need to enter IL as the state on the Federal K-1 at the top of the form. Enter IL as the state on the Federal K-1 at the top of the form. Step 2: Load the IL K-1 P Data This will load the IL K1 P and the data will then transmit. After entering IL, the IL K1 P will load and the data will then transmit. ✅ Success! Once IL is entered on the Federal K-1, the IL K1 P loads and the data should transmit correctly. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Importing transactions from Excel into Sch D SureFire does not currently offer the ability to import transactions from a Microsoft Excel spreadsheet into Schedule D worksheets. ⚠️ Before You Begin At this time, there is no import option for Excel transactions into Schedule D worksheets in SureFire. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 In the Sch SE (1040-Individual): Line 3 does not include Form 1040 Follow the steps below to fix the issue so the correct amount is reflected on Schedule SE, line 3. ⚠️ Before You Begin Make sure you have access to: Form 1040 (specifically line 29) SE Plan Worksheet - SE Health Insurance and Retirement Worksheet Schedule SE (specifically line 3) 📊 Step-by-Step Guide Step 1: Remove the amount from Form 1040 line 29 Use this when you need to update what is linked into Schedule SE line 3. To resolve this issue, remove the amount from line 29 on Form 1040. Step 2: Press F9 to link the line to the SE worksheet Use this to refresh the link between Form 1040 and the SE Plan Worksheet. After removing the amount, press F9 to link this line to the SE Plan Worksheet - SE Health Insurance and Retirement Worksheet. Step 3: Complete the SE Plan Worksheet Use this to ensure the correct total flows through to Schedule SE. Complete the SE Plan Worksheet - SE Health Insurance and Retirement Worksheet, and the amount will be reflected in the Schedule SE, line 3 total. ✅ Success! Once the SE Plan Worksheet is completed and the link is refreshed, the correct amount will appear on Schedule SE, line 3 total. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Including more than 9 states per return This guide explains how to complete and print a return when you need to include more than 9 state returns. ⚠️ Before You Begin You can only add 9 states at a time to the Main Information Sheet in a return. You are able to electronically file nine states with your return, depending on whether the states allow State-Only e-filing. 📊 Step-by-Step Guide Step 1: Complete the first 9 state returns Use this when you need to include more than 9 states in a single return. Complete and print the return with the first nine state returns. Step 2: Copy the return to external storage Use this to preserve your progress before removing state returns. Then copy the return to an external storage drive. Step 3: Re-open and remove the first set of state returns Use this to prepare the return for the next set of states. Re-open the return, and then remove those state returns from the client's return. Step 4: Enter any remaining states Use this to finish adding states beyond the first 9. Enter any remaining states on the Main Information Sheet. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Incorrect federal or state calculations If you believe your federal or state calculations are incorrect, this guide explains how to send the complete problem description to our support team so we can review it. ⚠️ Before You Begin To bring an issue to our attention, you need to: Send the complete problem description via e-mail with the subject line ATTN TAX HELP. Attach the relevant return to the e-mail. You can send your message in either of these ways: Send an e-mail to customer.support@cchsfs.com Send an e-mail through your SureFire software 📊 Step-by-Step Guide Step 1: Open the Send Mail option in SureFire Use this when you need to send your message directly from your SureFire software. On the Communications menu, select Send Mail to SFS Support. Step 2: Enter your e-mail details Use this to ensure our team can identify your request. Enter your e-mail address, type Att Tax Help in the subject line, and include an explanation in the body. Step 3: Attach the relevant return (if needed) Use this when you need to include the return for review. To attach a file to the e-mail message, click Browse. Browse to the location of the file you want to attach, and click Open. ❌ Important Note About Attachments Only one file can be attached per e-mail message. If you need to attach multiple files, they must first be compressed into one file. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IND-182-01 - Spouse Identity Protection Personal Identification Number (IP PIN) Mismatch The Spouse Identity Protection Personal Identification Number (IP PIN) must match the e-File database. Please double check your entry and resubmit your return with the correct number. ⚠️ Before You Begin You need to use the current year ID pin on any return filed in the current year. 📊 What to Do Step 1: Double-check the IP PIN you entered Use this when you need to confirm the spouse IP PIN matches what the e-File database expects. Please double check your entry and make sure it matches the correct number. Step 2: Resubmit your return Use this after correcting the IP PIN so your return can be accepted. Resubmit your return with the correct number. Step 3: Verify using the IRS Identity Protection PIN guidance Use this to confirm the correct Identity Protection PIN information. Please see the IRS website on Identity Protection PIN. ❌ Why This Happens The Spouse Identity Protection Personal Identification Number (IP PIN) does not match the e-File database. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IND-901: Primary SSN in the Return Header is Locked (Deceased Individual) The Primary SSN in the Return Header has been locked because Social Security Administration records indicate the number belongs to a deceased individual. Where this appears: /efile:Return/efile:ReturnHeader/efile:Filer[1]/efile:PrimarySSN ⚠️ What You Need to Do Surviving spouse has to call the SSA to get the SSN unlocked. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide defines Intangible Tax and gives examples of intangible personal property. ✅ Key Points Intangible personal property is all personal property that is not valuable in itself but is valuable because of what it represents.   Examples are shares of stock, bonds, accounts receivable, or other loans that are not secured by real property, and shares of ownership in mutual and money market funds. These are essentially items that you own that make money but are intangible (e.g. not land or houses). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Internal Revenue Service (IRS) "The Centralized Authorization File (CAF) - Authorization Rules" for Form 2848 Taxpayers file Form 2848, Power of Attorney and Declaration of Representative, to authorize individuals to represent them before the IRS or to receive copies of notices sent to the taxpayer and account transcripts, and to receive IRS refund checks.   Form 8821, Tax Information Authorization, is submitted to authorize an appointee, including but not limited to, legal and accounting firms, to inspect and/or receive confidential tax account information including copies of notices and account transcripts, but not IRS refund checks.   Form 706, U.S. Estate Tax Return, authorizes one attorney, accountant or enrolled agent to represent the estate on a limited basis and to receive notices, but not IRS refund checks .   For more information on CAF, visit the IRS Centralized Authorization File (CAF) Information Web page at: The Centralized Authorization File (CAF) 📚 What This Guide Covers Form 2848 - Authorizes individuals to represent the taxpayer before the IRS, receive copies of notices, receive account transcripts, and receive IRS refund checks. Form 8821 - Authorizes an appointee (including legal and accounting firms) to inspect and/or receive confidential tax account information, including copies of notices and account transcripts, but not IRS refund checks. Form 706 - Authorizes one attorney, accountant, or enrolled agent to represent the estate on a limited basis and receive notices, but not IRS refund checks. CAF reference - Where to find more information on the IRS Centralized Authorization File (CAF). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains why the IRS address on the client letter may be blank, and how to fix it. Mark the return correctly so the address prints. Confirm the MAIN INFO setting for the correct output. ⚠️ Before You Begin Open the MAIN INFO form for your return. 📊 Step-by-Step Guide Step 1: Set the return to PAPER The IRS addresses on the client letter will not print unless you mark the return as PAPER on the MAIN INFO form. Step 2: Re-check client letter output If the return is marked EFILE or BANK (or anything else), the address will not print as part of the client letter unless the return has a balance due. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS address on Client Letter is blank The IRS addresses on the Client Letter will not print unless you mark the return as Paper on the Main Information form. With the return marked E-file ONLY, Bank Products, or anything else, the address will not print as part of the Client Letter unless the return has a balance due. ⚠️ Before You Begin Confirm how your return is currently marked: Paper (required for the IRS address to print on the Client Letter) E-file ONLY (IRS address will not print unless the return has a balance due) Bank Products (IRS address will not print unless the return has a balance due) 📊 Step-by-Step Guide Step 1: Open the Main Information form Use this when you need to change how the return is marked so the IRS address can print on the Client Letter. Step 2: Mark the return as Paper Set the return to Paper so the IRS address prints as part of the Client Letter. Step 3: If you are using E-file ONLY or Bank Products, check for a balance due If the return is marked E-file ONLY, Bank Products, or anything else, the address will not print on the Client Letter unless the return has a balance due. ✅ Success! Once the return is marked as Paper (or the return has a balance due when marked E-file ONLY/Bank Products), the IRS address should print on the Client Letter. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Business Rule IND-041: Third Party Designee PIN Required If the Taxpayer elected to have another person discuss their return with the IRS as a third party designee, the Third Party Designee PIN must have a value. ⚠️ Before You Begin Make sure you can access the taxpayer’s return and confirm the Third Party Designee PIN field on the Main Info screen. 📊 Step-by-Step Guide Step 1: Confirm the Third Party Designee PIN has a value If the taxpayer elected a third party designee to discuss their return with the IRS, the Third Party Designee PIN must not be blank. Step 2: Verify the PIN is entered on Main Info and not overridden to blank Check that the third party PIN has been entered on the Main Info screen and that it is not overridden to blank. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Business Rule R0000-533-02 This rule explains what to do when the date of death entered on a tax return needs to be verified against the current tax year. ⚠️ Before You Begin Make sure you are reviewing the date of death entered in the tax return and comparing it to the current tax year. 📊 Step-by-Step Guide Step 1: Verify the date of death is within the current tax year Use this when you need to confirm the date of death entered in the tax return matches the current tax year. Verify that the date of death entered in the tax return is within the current tax year. Step 2: If the return information is correct, have the taxpayer contact SSA Use this when the tax return information is correct but the IRS e-File database still needs to be updated. If the information in the return is correct have the taxpayer contact the Social Security Administration at 1-800-772-1213 to correct the Social Security Administration records. Step 3: Allow time for the IRS e-File database to update Use this to set expectations for when the update will be reflected in IRS systems. This process takes approximately two weeks for the information to be updated in the IRS e-File database. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Business Rule R0000-571-02 This rule explains why a dependent may be rejected and what you should do to resolve it. ⚠️ Before You Begin You will need the dependent’s Social Security number details to verify against the Social Security Card. 📊 Rule Description For each DependentSSN in the tax return, the Year of Birth in the e-File database must not be greater than 'TaxYr' in the Return Header. Path: /efile:Return/efile:ReturnData/efile:IRS1040[1]/efile:DependentDetail[1]/efile:DependentSSN   🛠️ What to Do If a Dependent Is Rejected Step 1: Verify the rejected dependent’s Social Security number Use this when you need to confirm the dependent information is correct. Verify the rejected dependents social security number with the social Security Card. Step 2: If the information matches exactly, remove the dependent to e-file Use this when the card information matches what was entered. If the information matches exactly, the taxpayer must remove the dependent to be eligible to electronically file the return. Step 3: If the taxpayer believes the reject is in error Use this when you think the IRS e-File database may be incorrect. If the taxpayer believes the reject is in error they can leave the rejected dependent listed on the return and mail a paper return. Step 4: Contact the Social Security Administration (SSA) to correct records Use this when the SSA records need to be updated. The taxpayer can also contact the Social Security Administration at 1-800-772-1213 to correct the Social Security Administration records. This process takes approximately two weeks for the information to be updated in the IRS e-File database.   📝 Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Regla comercial del IRS R0000-571-02   📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Title Here In this article, you will learn how to determine the IRS name control for different types of payees. Individuals A name control for an individual is generally the first four characters of the last name on the information return. For example: Ralph Teak- Dorothy Willow -Joe McCedar   The name control consists of four alpha and/or numeric characters. The hyphen (-) or a blank space are the only special characters allowed in the name control. These characters cannot be in the first position of the name control. The name control can have less, but no more than four characters. Blanks may be present only as the last three positions of the name control.   If an individual has a hyphenated last name, the name control is the first four characters from the first of the two last names. Examples are Brandy Cedar-Hawthorn- Victoria Windsor-Maple. For joint returns, regardless of whether the payees use the same or different last names, the name control is the first four characters of the primary payee's last name. Examples are Joseph Ash & Linda Birch- Edward & Joan Maple   Reminder If a payee's last name has been changed, for instance, due to marriage, please tell the payee to contact SSA. SSA will issue a new social security card reflecting the payee's new name and will automatically send IRS the new name. To change the name shown on a social security card, the payee should complete SSA Form SS-5, Application for a Social Security Number Card. Form SS-5 is available at www.socialsecurity.gov (or ssa.gov) or by calling SSA at 1-800-772-1213 (TTY 1 -800-325-0778) or by visiting a local SSA office.   Sole Proprietor A sole proprietor must always use his/her individual name as the legal name of the business for IRS purposes. For example, Mark Hemlock is a sole proprietor who owns a business called The Sunshine Café. Because this is a sole proprietorship, the name control is the first four characters of the individual's last name - HEML.   The name control consists of four alpha and/or numeric characters. The hyphen (-) or a blank space are the only special characters allowed in the name control. These characters cannot be in the first position of the name control. The name control can have less, but no more than four characters. Blanks may be present only as the last three positions of the name control. The name control for a sole proprietor's name is the first four significant characters of the last name. When the taxpayer has a true name and a trade name, the name control is the first four characters of the individual's last name.   True Name: Arthur P. Aspen Trade Name: Sunshine Restaurant Name Control: Arthur P Aspen   When two last names are used but are not hyphenated, the name control is the first four characters of the second last name.   Maiden Name: Jane Smith Married Name: Jane Smith Jones Name Control: Jane Smith Jones   When an individual's two last names are hyphenated, the name control is the first four characters of the first last name.   Name: Jane Smith-Jones Name Control: Jane Smith-Jones   On joint returns with different last names, the name control is the first four characters of the last name of the individual appearing first (i.e., the primary payee's name). For Spanish names, when an individual has two last names, the name control is the first four characters of the first last name.   Name: Juan Garza Morales Name Control: Juan Garza Morales Name: Maria Lopez Moreno Name Control: Maria Lopez Moreno   The Spanish phrases "de", "De" "del" and "de la" are part of the name control.   Name: Elena de la Rosa Name Control: Elena dela Rosa   For last names that have only two letters:   Name: Sunny Ming Lo Name Control: Sunny Ming Lo(blank)(blank)   Vietnamese names will often have a middle name of Van (male) or Thi (female).   Name: Kim Van Nguyen Name Control: Kim Van Nguyen   If the individual is newly arrived in the U.S., the last name may appear first on the name line. On the signature line, the last name will usually appear first. *Note-Information returns do not include a signature.   Corporations The name control for a corporation is the first four significant characters of the corporate name.   Omit the word "The" when followed by more than one word.   Name: The Meadowlark Company Name Control: Meadowlark Company   Include the word "The" in the name control when followed by only one word.   Name: The Flamingo Name Control: TheFlamingo   Corporate name control rules apply if an individual name contains the abbreviations PC (Professional Corporation), SC (Small Corporation), PA (Professional Association), PS (Professional Service), or PSC (Personal Service Corporation).   Name: George Giraffe PSC Name Control: George Giraffe PSC   When the organization name contains the words "Fund" or "Foundation", corporate name control rules apply. Examples are Kathryn Canary Memorial Foundation. When an individual name and a corporate name appear, the name control is the first four characters of the corporation name. Barbara J. Zinnia ZZ Grain, Name Control: ZZ Grain   Partnerships The name control for a partnership will usually result in the following order of selection:   For businesses "doing business as" (dba) or with a trade name, use the first four characters of the dba or trade name.   Rosies Restaurant   If there is no business or trade name, use the first four characters of the partnership name (even if it is an individual's name, such as in a law firm partnership).   Burgundy, Olive  Cobalr, Ptrs.   On-line receipts of EINS generate separate rules for the name control of partnerships.   Whether received on-line or via paper, if the first word is "The," disregard it unless it is followed by only one other word. An example is The Hemlock –THEH is the name control. The Hemlock Grill – HEML is the name control. If the EIN was assigned online (the first two digits of the EIN will be one of the following: 20, 26, 27, or 45), then the name control for a partnership is developed using the first four characters of the primary name line. For example, the partnership name "John Willow and James Oak Partnership" will have a name control of JOHN.   Note: The online EIN application will begin assigning the first two digits of 46 and 47 in the future. EINs beginning with 46 and 47 will follow the rule described above.   If the first two digits of the EIN are other than 20, 26, 27, or 45, the name control for a partnership results from the trade or business name of the partnership. If there is not trade or business name, a name control results from the first four letters of a partnership name, in the case of a list of partners followed by the word partnership or an abbreviation thereof, or the last name of the first partner on the original Form SS-4, Application for Employer Identification Number. A. S. Green, (The) Oak Tree K.L. Black & O.H. Brown Bob Orange and Carol Black, et al. Ptrs. dba The Merry Go Round   Estates The name control for estates is the first four characters of the last name of the decedent. The last name of the decedent must have the word "Estate" after the first four characters in the primary name line.   Name: Howard J. Smith Dec'd   Name Control: Howard J Smith, Estate   Trusts and Fiduciaries The name control of a trust results in the following:   Name controls of individual trusts are created from the first four characters of the individual's last name.   Name: Michael T. Azalea Revocable Trust Name Control: Michael T Azalea Rvoc Tr   For corporations set up as trusts, use the first four characters of the corporate name.   Name: Sunflower Company Employee Benefit Trust Name Control: Sunflower Company Employee Benefit Trust   There are seperate rules for the name control of trusts, depending on whether the EIN is an on-line assignment.   If the EIN is assigned online (the EIN will begin with one of the following two digits: 20, 26, 27, or 45), then the name control is developed using the first four characters of the first name on the primary name line. (Note: The online EIN application will begin assigning the first two digits of 46 and 47 in the future.) Ignore leading phrases such as "T 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Mailing addresses for Information Returns Up-to-date mailing addresses can be found at https://www.irs.gov/filing/where-to-file-addresses-for-taxpayers-and-tax-professionals-filing-form-1040 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains the IRS reject F1040-512 and what it means for your dependent’s Social Security Number (SSN) when e-filing. ⚠️ Before You Begin Before you make changes, review which dependent is causing the reject. 📊 Step-by-Step Guide Step 1: Understand the reject The dependent’s SSN on this return cannot be used on another return as a Primary or Secondary SSN when the corresponding checkboxes are selected (Line 6a checkbox ExemptPrimaryInd or Line 6b checkbox ExemptSpouseInd). Step 2: Determine why the dependent is marked as Primary/Secondary elsewhere This reject means the dependent was filed on a return either as a primary taxpayer or a secondary (spouse) taxpayer. If the dependent did not file a return (and you have knowledge they were not included as primary/secondary elsewhere), you will need to contact the IRS for assistance. Step 3: If it was a mistake, consider an amendment If this was an error and the dependent should not have claimed them self, they may be able to file an amendment. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS rejection F1040-162-01 This can occur when the combination of the Taxpayer First Name, Taxpayer Last Name, Spouse First Name, and Spouse Last Name is too long. ⚠️ Before You Begin You will need to shorten the name fields. Total allowable characters: 35 characters (including spaces and the ampersand). IRS name control validation: The IRS validates SSN/Name Control based on the first four letters of the last name. 📊 Step-by-Step Guide Step 1: Shorten the name fields Use this when you need to reduce the total length of the name combination. Shorten the following fields so the combined total does not exceed the IRS limit: Taxpayer First Name Taxpayer Last Name Spouse First Name Spouse Last Name Step 2: Keep the IRS SSN/Name Control rule in mind Use this to ensure the IRS validation will still match. Remember: the IRS validates SSN/Name Control based on the first four letters of the last name. ❌ Common Issue The name combination is too long, causing the IRS rejection. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This article explains how to enter amounts for 1099-R line 17 in SureFire. ⚠️ Before You Begin Make sure you are working with the correct 1099-R entry and that you understand which “role” (first vs. second) the amount should be entered into. 📊 Step-by-Step Guide Step 1: Review 1099-R line 17 The 1099-R line 17 had enter amounts on the second role of the 1099-R and should be entered on the first role. Step 2: Understand why the second role was used The second role IRS assumes there is a second state. Step 3: Know what [2] or [3] means [2] or [3] means the second or third 1099-R in the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Is form 5498 in SureFire? At this time SureFire does not support form 5498. It's not a form you can add in SureFire. 📚 Supported SureFire Forms List of SureFire forms we support: https://www.cchsfs.com/software-system-requirements/SureFire-forms.aspx 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Is Form 706 module included with SureFire? The 706 module usually gets released mid summer or in some cases early fall. Depending on the year of death, the prior year's program is used to complete a 706 return. 📝 Key Timing & Program Selection The 706 module is typically released mid summer, and in some cases early fall. Depending on the year of death, you may need to use the prior year's program to complete the 706 return. Step 1: Use the Prior Year's Program Based on the Year of Death For example, the 2019 program would be used for someone that passed in 2020. Step 2: Confirm the Correct 706 Form in That Program The 706 form in the 2019 program is for decedents passing after December 31, 2019. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Is it possible to link the Form W-2G to the Schedule C - 1040W-2G Link to Schedule C No. There is not a link between the W-2G and the Sch C. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Is there a report that contains bank account information for clients? Unfortunately, there is not a report that will list bank account information for your clients. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Is there an option in SureFire to file form 1120-F foreign corp? This article answers whether SureFire supports filing Form 1120-F for a foreign corporation. 📝 Answer The 1120-F forms can be found in the Miscellaneous Package in SureFire. This form is not supported for e-filing. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Itemized deductions are not calculating using SureFire Issue: Itemized deductions are not calculating. ⚠️ Before You Begin Standard Deduction vs. Itemized Deduction The program will not enable any form related to itemized deduction(s) until the total of all itemized deductions are greater than the Standard deduction. Please complete all applicable fields. 📊 Step-by-Step Guide Step 1: Complete all applicable itemized deduction fields Please make sure every applicable field related to itemized deductions is filled out. Step 2: Confirm itemized totals exceed the Standard deduction The program will only enable forms related to itemized deductions after the total of all itemized deductions is greater than the Standard deduction. ❌ Common Errors If itemized deduction forms are not enabled, it is typically because the total of all itemized deductions has not yet exceeded the Standard deduction. Ensure all applicable fields are completed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This article explains how to handle state return fields when the taxpayer is applying for an ITIN (W-7) and does not yet have a TIN. ⚠️ Before You Begin Before filing, make sure you understand whether the state return requires a TIN field. 📊 Step-by-Step Guide Step 1: Leave the TIN field blank when applying for an ITIN Questions: Should a state return be filed when the Federal contains a W-7 in the return? The taxpayer will not have a TIN since they are applying for one at the time they are filing the Federal return. Do we hold the state return until the TIN is received or go ahead and file so as not to miss due date?   Answer: These returns can be filed, but you should leave the TIN field blank. The major problem in the past with TINs in the barcode was when a return would have something like Applied For entered in this field, which would cause an error with the 2-D Barcode application. Leaving it blank gets the return into the system and generates an ARIS error message to be addressed by the Examiners. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This article explains how the Schedule C election for married couples works and what to do with material participation and passive activity loss limits. ⚠️ Before You Begin Before you decide, make sure you understand how income and deductions are divided between spouses and whether the activity is considered rental or non-rental. 📊 Step-by-Step Guide Step 1: Make (and understand) the election Making the election. To make this election, you must divide all items of income, gain, loss, deduction, and credit attributable to the business between you and your spouse in accordance with your respective interests in the venture. Each of you must file a separate Schedule C, C-EZ, or F.  On each line of your separate Schedule C, C-EZ, or F, you must enter your share of the applicable income, deduction, or loss. Each of you must also file a separate Schedule SE to pay self-employment tax, as applicable. Once made, the election can be revoked only with the permission of the IRS. However, the election technically remains in effect only for as long as the spouses filing as a qualified joint venture continue to meet the requirements for filing the election. If the spouses fail to meet the qualified joint venture requirements for a year, a new election will be necessary for any future year in which the spouses meet the requirements to be treated as a qualified joint venture. Step 2: Report material participation Material Participation If the business activity was not a rental activity and the taxpayer met any of the material participation tests in the IRS instructions for Schedule C or the exception for oil and gas applies (explained in IRS instructions),mark the Yes check box. Otherwise, mark the No check box. If you select the No box, this business is a passive activity. Step 3: Apply the limit on losses (if passive) Limit on losses. If you marked the No check box and the taxpayer has a loss from this business, you may have to use Form 8582 to figure the allowable loss, if any. Generally, the amount you claim for a loss from passive activities cannot exceed the amount you earned from passive activities. For details, see IRS Publication 925, Passive Activity and At-Risk Rules. If the taxpayer has a profit from this business activity but has current year losses from other passive activities or has prior-year unallowed passive activity losses, see the IRS instructions for Form 8582. ❌ Common Errors Double-check that you marked the correct material participation choice (Yes vs. No). If you mark No, the business is treated as passive and may require Form 8582 for loss limits. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This article explains what to do when K-1 interest information does not calculate to Schedule B, including how to un-estimate and re-allow transfers. ⚠️ Before You Begin Open the forms you are working on and locate the K-1 transfer destination shown in the Where entered column. 📊 Step-by-Step Guide Step 1: Check where the K-1 data is going Look carefully at the forms and lines to which K-1 information will carry, as shown on-screen in the Where entered column. If you have made a manual entry directly on one of these lines prior to completing the K-1, the K-1 information will have nowhere to go. Step 2: Understand the estimated/override behavior When there is manually entered data in an entry and K-1 data transferring to the same entry, Sure-Fire does two things: Sure-Fire allows the manually entered data to override the K-1 data. The entry is automatically marked as overridden. Sure-Fire flags the entry as estimated. The estimated status alerts you that there is a problem with the entry and will prevent the form from checking off as complete. Step 3: Un-estimate and allow K-1 transfer Press Shift+F3 to un-estimate the entry. Then press Shift+F8 to allow the K-1 data to transfer in. The entry should then look like a normal calculated entry (yellow text). Step 4: Re-enter manual data if needed The manually entered data will have to be re-entered, if appropriate. Step 5: Best practice We strongly recommend that you complete K-1 Worksheets before making any entries on forms to which K-1 data carries. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 K1 Information not flowing to QBI This guide shows you where to check the K1 P/S line 20 to troubleshoot K1 information not flowing to QBI. ⚠️ Before You Begin Open your K1 and locate the K1 P/S line 20. 📊 Step-by-Step Guide Step 1: Check K1 P/S Line 20 Use this when you need to verify the K1 P/S line 20 entry. On the K1 P/S line 20: 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 K1 is not flowing/calculating properly in Form 1065 Applies to: Form 1065 - 1065 Partnership, K1, Pg 4, Line 20, Z Section 199A info is not rolling over properly and/or not splitting amounts between the two partners. ⚠️ Before You Begin Review the setting on Form 1065, line 20z for the question: “Is this a specified trade or business?” 🧩 What to Check Step 1: Confirm the box selection on Form 1065 line 20z Use this when you need to verify why Section 199A information is not rolling over or splitting properly. On Form 1065, line 20z, check whether you selected: No for the question: “Is this a specified trade or business?” Step 2: Understand how the amount should flow when you select YES Use this to confirm the expected behavior for Section 199A. If you check YES, the amount will flow to the Sch K-1 - Att - page 3, per the notes in red on the Sch K-1 line 20 -Z. Specifically, the notes indicate that code Z below indicates the presence of Section 199A. ❌ Troubleshooting Note If your Section 199A info is not rolling over properly and/or not splitting amounts between the two partners, re-check the Form 1065 line 20z selection for the specified trade or business question, since it controls whether the amount flows to the Sch K-1 - Att - page 3 (Sch K-1 line 20 -Z). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 K1 P/S passive loss should be allowed due to disposition but is not calculating on form 8582 in an individual return in SureFire This article provides the resolution for K1 P/S passive loss should be allowed due to disposition but is not calculating on form 8582 in an 1040 return in SureFire. ⚠️ Before You Begin Use this when your K-1 includes both: Current rentals A rental that was disposed 📊 Step-by-Step Guide Step 1: Separate the disposed rental from the current rentals If the K-1 contains information for current rentals and a rental that was disposed, then the loss will not flow correctly. To fix this, enter the loss due to disposition on its own K-1 P/S. Step 2: Select the disposition checkbox After entering the disposed rental loss on its own K-1 P/S, you must indicate that the passive interest was sold. On that separate K-1 P/S, select the "Check if 100% of the interest in this passive activity was sold this year" check box. ✅ Success! The loss due to disposition should now be handled correctly so it can calculate properly on Form 8582 in your individual (1040) return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 K1 P/S pg 1 missing QBI section The worksheet is located at the bottom of Page 1, K1 P/S worksheet. 📊 Step-by-Step Guide Step 1: Check the bottom of Page 1 Use this when you need to find the QBI section that appears to be missing. The worksheet is located at the bottom of Page 1, K1 P/S worksheet. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 K-1 Worksheet for Income from Other Partnerships prints the incorrect tax year K-1 Worksheet for Income from Other Partnerships prints 2016 instead of 2017. This will be fixed for the 2018 Tax Year. ⚠️ Before You Begin If you are printing a K-1 Worksheet for Income from Other Partnerships in SureFire 2017, note that the worksheet may display the wrong tax year (2016 instead of 2017). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Kentucky form KY 4562 According to the Kentucky S Corporation Income Tax Return Instructions: ⚠️ Before You Begin Use this information when you need to determine and report depreciation and Section 179 deduction differences for Kentucky. 📊 Step-by-Step Guide Step 1: Identify the federal/Kentucky depreciation or Section 179 differences Use this when you need to report differences between federal and Kentucky treatment. Determining and Reporting Depreciation and Section 179 Deduction Differences - federal/Kentucky depreciation or Section 179 deduction differences shall be reported as follows: Step 2: Apply the Kentucky Section 179 deduction instruction Use this when calculating the Kentucky Section 179 deduction. "... In determining the Section 179 deduction for Kentucky 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Injured Spouse Form E-Filing: Are There Any Known Issues? At this time, there are no reports of issues with the injured spouse form. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Leading zero disappears when entering PTIN This is by design. Your complete PTIN as entered, including leading zeros, appears on page 2 of Form 1040. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Less accumulated depreciation on Pg. 4 According to accounting laws, land is not a depreciable asset. Land is therefore subject to only current depreciation and not accumulated depreciation or depreciation expense. 📝 Key Concept For example, if the current land was expensed this year and sold this year, the amount of the sale would, in SureFire, be used to calculate the deduction amount. So, any amount of land that is accounted for and sold within the same year will be deducted. 📊 Step-by-Step Guide If a company sells land that it was holding for future use, the company will do the following to record the sale: Step 1: Debit cash Debit cash for the amount it receives. Step 2: Credit land Credit land for the amount in the general ledger account that applies to the land being sold. Step 3: Record the gain or loss Record the difference as a gain or loss on the sale of land. ❌ Note Since land does not depreciate, there is no depreciation expense to be recorded up to the date of the sale, nor is there any accumulated depreciation to be removed from the books of the company. 📝 Additional Information Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:En la pgina 4, en la lnea 10b, columna C - Less accumulated depreciation - y la lnea 12, columna D - Land (net amortization) - no calculan correctamente en una declaracin de impuestos 1120S usando SureFire 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Line 2 of Form 8879 does not calculate in a 1040 return using SureFire This guide helps you verify why Line 2 (Total Tax) of Form 8879 may not be calculating correctly in a 1040 return within SureFire. ⚠️ Before You Begin Make sure you are working in the correct 1040 return and can access the 1040 Page 2 screen. 📊 Step-by-Step Guide Step 1: Open the 1040 Page 2 Use this when you need to locate the correct line to verify the calculation. Go to the 1040 Pg 2. Step 2: Verify Line 57 (Self-employment tax) Use this when you need to confirm the amount that should match Form 8879 Line 2. In line 57 - Self-employment tax, verify there is an amount in this field. This amount should match line 2 - Total Tax of Form 8879. ❌ Common Issue to Check If Line 57 (Self-employment tax) is blank or does not contain the expected amount, Line 2 of Form 8879 (Total Tax) may not calculate as expected. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers In this article, you’ll learn how to address: Linked and Unlinked state e-files. ⚠️ Before You Begin Before you make changes, make sure you understand what form/year worksheet your client is working in. 📊 Step-by-Step Guide By default, Sure-Fire "links" 1040 state returns to the Federal return, and the state return cannot be e-filed until the Federal return is accepted by the IRS. You have the option to "unlink" the state returns, but we recommend that you keep them linked unless there is a special reason for sending the state return separately, such as when no Federal return is required to be filed. By waiting until the Federal return is accepted, you can be confident that Federal data that flowed to the state return is accurate, reducing the possibility that you will have to amend your client's state return. When a state return is linked to a Federal return, Sure-Fire automatically "locks" the state e-file and does not allow you to select it for transmission. (You will see a padlock icon beside the state e-file in the Select Returns to File dialog box.) However, as soon as you receive and process the Federal acceptance, Sure-Fire automatically unlocks the state e-file and allows you to transmit it, so the process is easy and seamless.   ❌ Common Errors If the issue isn’t resolved, confirm you’ve linked the correct worksheet relationship. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Linked vs. Unlinked State returns This guide explains what this message means and what you should do next. ⚠️ Before You Begin You will need to review the relevant tax details and instructions referenced in this article. 📊 Step-by-Step Guide Linked State Returns Linked state returns (with a separate e-file created) can be submitted at the same time as the Federal return or at a different time. However, with linked returns, the Federal return MUST be accepted by IRS before it will be submitted (by IRS) to the state for processing. Linked state returns work the same, in theory, as piggyback returns. Unlinked State Returns Unlinked state returns can be submitted at any time. The Federal return is not required to be accepted before the state return is submitted for processing. An example of an unlinked state return is when no Federal return is required to be filed, but the state return is required. You would be allowed to send this unlinked state return without having to send the Federal return. Unlinked state returns work the same, in theory, as state-only returns. Important Items to Remember   If the Federal return is eligible for MeF and the state agency accepts state MeF returns, the state return will be sent as MeF. If the Federal return is sent in Legacy format, the state return will also be sent in Legacy format.     For state MeF returns, Sure-Fire will default to linked. However, the ERO/Preparer may elect to send the state as unlinked by making a selection on the state form.   To do this, on your state return, select the Check here if this return qualifies for MeF and you want to file it as unlinked option.   ❌ Common Errors If the message does not match your situation, double-check your form inputs and selections. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Linking lines to other forms in SureFire 2021 Press F9 or right click on the main form lines to link to these and other forms. ⚠️ Before You Begin You will need: SureFire 2021 The main form open (for example, 1040) 📊 Step-by-Step Guide Step 1: Open the main form Use this when you need to start linking from the main form lines. Step 2: Link to other forms Use either option below: Press F9 on the main form lines. Or right click on the main form lines to link to these and other forms. 📝 Available Line Links 1040 In the Dependents Name Field in 1040 page 1: Additional Dependents Worksheet Line 1: W-2, 1099R's Social Security, Etc. Worksheet Line 2: Interests Line 3: Dividends Line 7: Schedule D Line 4a, 4b: 1099R Line 4b: checkbox: IRA Rollover Explanation Line 5a, 5b: 1099R Line 6a: Social Security Benefits Line 26: Federal Estimate and State Tax Payments Schedule 1 Page 1, Line 1: Line 10: State Tax Refund Worksheet Page 1, Line 3: Schedule C Page 1, Line 5: Remics/Estates/Trusts/Scorp/Partnership Page 1, Line 6: Schedule F Farm Income Page 1, Line 7: Unemployment- 1099G Page 1, Line 8z: Other Income Page 2, Line 14: Moving Expenses Form 3903 Page 2, Line 16: SEP, Keogh, SIMPLE Worksheet Page 2, Line 17: SE Health Insurance Worksheet Page 2, Line 20: IRA Worksheet Page 2, Line 21: Student Loan Interest Worksheet Schedule A Line 1: Itemized Deduction Detail Line 5a Anexo/Schedule A: General Sales Tax Worksheet Line 6 Anexo/Schedule A: Other Taxes Line 8b Anexo/Schedule A: Home Interest Line 8c Anexo/Schedule A: Depreciation and Amortization Line 11, 12, 13, 14: Itemized Deduction Detail Worksheet Line 16 Anexo/Schedule A: Other Deductions Schedule B Line 1a Schedule B: Seller Financed Mortgage Interest Line 1b Schedule B: Additional Interest Income Line 5a Schedule B: Additional Dividends Schedule C Line 9: Business Vehicle Worksheet Line 13: Form 4562 - Depreciation and Amortization Part 5 of Schedule C: Other Business Expenses 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains how to use the Business Vehicle Worksheet in SureFire to calculate deductible expenses for business vehicles. This worksheet allows you to: Calculate gas and other operating expenses for up to four vehicles. Determine the deductible amount based on business use percentage. Handle parking fees, tolls, and vehicle depreciation. 📊 Step-by-Step Guide Step 1: Open the Worksheet The worksheet is the primary tool for vehicle expense calculation. Navigate to and open the Vehicle Wkt form. Enter the name of the individual or business at the top of the form. Step 2: Enter Vehicle Details Provide details for each vehicle being claimed. For each vehicle, enter the following: Description of the vehicle. Business miles driven. Total miles driven. 💡 Pro Tip SureFire automatically calculates the percent of business use. If you already know the percentage, you can skip the mileage entries and enter it directly on the Business use percent line. Step 3: Enter Expenses List the actual costs associated with the vehicle. Enter your expenses for each vehicle. Note that: The worksheet totals the expenses and calculates the deductible amount based on the percent of business use. Parking fees and tolls are added at 100% (not subject to the business use percentage). Step 4: Handle Depreciation Depreciation is handled separately from operational expenses. To enter depreciation for these vehicles, link from Form 4562 to a Depreciation Worksheet. You must use a separate worksheet for each vehicle. ⚠️ More Than Four Vehicles? If you have more than four vehicles to list, you can duplicate the form by pressing Shift+F10. 📞 Still Need Help? If you have complex vehicle expense scenarios, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 MA Sch B in SureFire Install Version When using Federal form Schedule B, MA Sch B must have the statements linked and the information correlated on lines 3 and 6, For Electronic filing, F9 below for a statement to list types and amounts. ⚠️ Before You Begin You will need to ensure the following are set correctly for MA Sch B: Statements are linked Information is correlated on lines 3 and 6 For Electronic filing, use F9 below so a statement can list types and amounts 📊 Step-by-Step Guide Step 1: Link the statements Use this when you need to ensure MA Sch B is set up correctly for Federal form Schedule B. Make sure the statements are linked. Step 2: Correlate the information on the required lines Use this when you need the data to match on the correct MA Sch B lines. Correlate the information on lines 3 and 6. Step 3: Prepare for electronic filing (F9) Use this when you are filing electronically and need the statement to show the right details. For Electronic filing, use F9 below for a statement to list types and amounts. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 May I claim the child tax credit for a child who has an individual taxpayer identification number (ITIN) rather than a social security number (SSN)? This guide answers whether a child must have an SSN (instead of an ITIN) to qualify for the Child Tax Credit (CTC) or the Additional Child Tax Credit (ACTC). ⚠️ Before You Begin Review the IRS guidance here: https://www.irs.gov/faqs/childcare-credit-other-credits/child-tax-credit 📌 Answer No. You may not claim the child tax credit for a child with an ITIN. The child must have an SSN to be a qualifying child eligible for the child tax credit (CTC) or the additional child tax credit (ACTC). The Instructions for Form 1040 explain who qualifies for the child tax credit, the requirements for taxpayer identification numbers (TINs), and how to calculate the credit. 📋 What Makes a Child a Qualifying Child for CTC/ACTC? To be a qualifying child for the child tax credit, the child must be a citizen, national or resident of the United States and must not have attained age 17 by the end of the tax year. 📝 What Forms to Attach Attach Schedule 8812, Additional Child Tax Credit to Form 1040, U.S. Individual Income Tax Return or to Form 1040NR, U.S. Nonresident Alien Income Tax Return. ❌ Important Note About TIN/SSN Timing Note: If you dont have a TIN by the due date of your return (including extensions), you may not claim the CTC/ACTC on either your original or an amended return, even if you later get a TIN. Also, you may not claim the credit on either your original or an amended return for a child who doesn't have an SSN by the due date of your return (including extensions), even if that child later gets an SSN. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Title Here In this article, you will learn the IRS guidance for medical and dental expenses. Here are six things the IRS wants you to know about medical and dental expenses and other benefits:   You may deduct only the amount by which your clients' total medical care expenses for the year exceed 7.5 percent of adjusted gross income. You do this calculation on Form 1040, Schedule A in computing the amount deductible.   You can only include the medical expenses paid during the year. Total medical expenses for the year must be reduced by any reimbursement. It makes no difference if your client received the reimbursement or if it was paid directly to the doctor or hospital.   You may include qualified medical expenses your clients paid for the filer, spouse, and dependents, including a person claimed as a dependent under a multiple support agreement. If either parent claims a child as a dependent under the rules for divorced or separated parents, each parent may deduct the medical expenses he or she actually pays for the child. You can also deduct medical expenses paid for someone who would have qualified as your clients' dependent except that the person did not meet the gross income or joint return test.   A deduction is allowed only for expenses primarily paid for the prevention or alleviation of a physical or mental defect or illness. Medical care expenses include payments for the diagnosis, cure, mitigation, treatment, or prevention of disease, or treatment affecting any structure or function of the body. The cost of drugs is deductible only for drugs that require a prescription except for insulin.   You may deduct transportation costs primarily for and essential to medical care that qualifies as medical expenses. The actual fare for a taxi, bus, train, or ambulance may be deducted. If your clients used a car for medical transportation, you can deduct actual out-of-pocket expenses such as gas and oil, or you can deduct the standard mileage rate for medical expenses. With either method, you may include tolls and parking fees.   Distributions from Health Savings Accounts and withdrawals from Flexible Spending Arrangements may be tax-free if your clients paid qualified medical expenses.   For additional information on medical deductions and benefits, see Publication 502, Medical and Dental Expenses or Publication 969, Health Savings Accounts and Other Tax-Favored Health Plans, available at www.irs.gov or by calling 800-TAX-FORM (800-829-3676).   📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Medical and dental expenses Here are six things the IRS wants you to know about medical and dental expenses and other benefits. ⚠️ Before You Begin Use this information when you are preparing deductions related to medical and dental expenses and other tax-favored health plans. 📚 Key IRS Points (6 Things to Know) Medical expenses deduction limit You may deduct only the amount by which your clients' total medical care expenses for the year exceed 7.5 percent of adjusted gross income. You do this calculation on Form 1040, Schedule A in computing the amount deductible. Only include expenses paid during the year (reimbursements reduce the total) You can only include the medical expenses paid during the year. Total medical expenses for the year must be reduced by any reimbursement. It makes no difference if your client received the reimbursement or if it was paid directly to the doctor or hospital. Who you can include (filer, spouse, dependents) You may include qualified medical expenses your clients paid for the filer, spouse, and dependents, including a person claimed as a dependent under a multiple support agreement. If either parent claims a child as a dependent under the rules for divorced or separated parents, each parent may deduct the medical expenses he or she actually pays for the child. You can also deduct medical expenses paid for someone who would have qualified as your clients' dependent except that the person did not meet the gross income or joint return test. What qualifies as a medical expense (and prescription drug rules) A deduction is allowed only for expenses primarily paid for the prevention or alleviation of a physical or mental defect or illness. Medical care expenses include payments for the diagnosis, cure, mitigation, treatment, or prevention of disease, or treatment affecting any structure or function of the body. The cost of drugs is deductible only for drugs that require a prescription except for insulin. Transportation costs for medical care You may deduct transportation costs primarily for and essential to medical care that qualify as medical expenses. The actual fare for a taxi, bus, train, or ambulance may be deducted. If your clients used a car for medical transportation, you can deduct actual out-of-pocket expenses such as gas and oil, or you can deduct the standard mileage rate for medical expenses. With either method, you may include tolls and parking fees. Tax-free distributions/withdrawals (if used for qualified medical expenses) Distributions from Health Savings Accounts and withdrawals from Flexible Spending Arrangements may be tax free if your clients paid qualified medical expenses. 📝 Additional Information Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Gastos mdicos y dentales 📚 Where to Learn More For additional information on medical deductions and benefits, see Publication 502, Medical and Dental Expenses or Publication 969, Health Savings Accounts and Other Tax-Favored Health Plans, available at http://www.irs.gov/ or by calling 800-TAX-FORM (800-829-3676). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Message: No documents to sign in e-Signature using SureFire Install Version This article explains why you may see the message No documents to sign when using e-Signature in the SureFire Install Version. ⚠️ What This Can Occur When This can occur when: The Print as signature check box on the Main Info form is not selected. In Person was selected as the method to sign instead of Remote. When the filing status is Married Filing Joint, the primary taxpayer receives the email first, completes the signature, and then the spouse receives the email to sign the documents. It will occur in this order. You choose a profile from the list but have submitted documents under a different profile. Multiple accounts are created when users enter their information differently. When this issue occurs, advise the user to log in one at a time to each of their multiple profiles on their account in order to find their documents, then they need to try and use only a single one going forward to avoid this problem. You choose a profile that is for an office other than the one you are logged into. When the tax preparer name has been changed on the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is happening? If you start an estimate in SureFire and use MFJ status, the estimator has no way of knowing to whom the W-2 belongs. Since both the taxpayer and the spouse must have earned income in order to qualify for the dependent care credit, SureFire does not calculate the credit on the estimate. You must complete the return and code the W-2s correctly (T or S) in SureFire in order to correct the problem. 📊 Step-by-Step Guide Step 1: Complete the full return (not just the estimate) Use this when you need to ensure SureFire can properly calculate credits based on the correct taxpayer/spouse information. Step 2: Code the W-2s correctly in SureFire Code the W-2s correctly (T or S) in SureFire to correct the dependent care credit issue. ❌ Why the dependent care credit isn’t calculated on the estimate When you start an estimate in SureFire using MFJ status, the estimator has no way of knowing to whom the W-2 belongs. Because both the taxpayer and the spouse must have earned income to qualify for the dependent care credit, SureFire does not calculate the credit on the estimate. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains the Michigan City form and shows you how to find the city abbreviations needed for box 20 of Form W-2. What the Michigan Cities Common Form covers - how it satisfies income tax filing requirements for participating cities How to find city abbreviations - steps to locate the abbreviations to enter in box 20 of Form W-2 ⚠️ Before You Begin Before you start, make sure you know you will be entering the appropriate city abbreviation for the city so any local withholding from that city will be calculated on MI form CF-1040ES. 🔍 Michigan City Form This common form will satisfy the income tax filing requirements for 19 of the cities that impose a city tax. The following cities accept the Michigan Cities Common Form as of 2010: Albion Battle Creek Big Rapids Flint Grand Rapids Grayling Hamtramck Highland Park Ionia Jackson Lansing Lapeer Muskegon Muskegon Heights Pontiac Portland Saginaw Springfield Walker To see a list of the abbreviations to be entered in box 20 of Form W-2, follow the steps below. 📊 Step-by-Step Guide: Show City Abbreviations Step 1: Open Help Use this when you need to access the Michigan city name list for W-2 abbreviations. In a Michigan form, press F1. Step 2: Expand Michigan in the Navigation Pane Use this when you need to locate the Michigan city names for W-2. In the navigation pane, click the plus sign (+) next to Michigan. Step 3: Open the W-2 City Names List Use this when you need the abbreviations to enter in box 20 of Form W-2. Click the link to Michigan city names for W-2. Step 4: Enter the Correct Abbreviation Use this to ensure local withholding is calculated correctly. Enter the appropriate abbreviation for the city so any local withholding from that city will be calculated on MI form CF-1040ES.  📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 MO 1040ES vouchers not printing the address in SureFire The name control that is generated is not correct based upon the form instructions; the taxpayer's address is missing. This article explains why the address may not print on MO 1040ES vouchers in SureFire. ⚠️ Before You Begin You may notice that the taxpayer’s address does not appear on the vouchers, even if you expect it based on form instructions. 📝 Explanation This is correct, as instructed by the state the address should not be printed on the vouchers. The vouchers are approved by the MO taxing agency and are correct. The MO's specs are not the same as what MO has printed on the voucher. Also, note that on-screen we do instruct the Tax Professional that MO does not want the address printed on the voucher - this is also directly from their specs. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 MO-1040 - MO-1040 (Page 5): State refund direct deposit election not made on the bank application (MO 9) Message: You elected to direct deposit the state refund to the same account as the Federal refund, but the election was not made on the bank application to add the state refund to the Federal. ⚠️ Important Note You cannot create an e-file for part year or non resident state. ❌ What This Means This election issue prevents the state refund from being properly directed to the same account as the Federal refund unless it is also selected on the bank application to add the state refund to the Federal. Additionally: e-file cannot be created for part year or non resident state. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Modernized Efile Submission ID's This article explains how Modernized Efile Submission ID's are structured and what each part means. ⚠️ Before You Begin Review the example Submission ID below to understand how the ID is built. 📊 Example Breakdown An example is shown below using the following number: 0707432020237tunfx1o Use this when you need to identify what each portion of the Submission ID represents. Step 1: Identify the EFIN First six digits are always your EFIN Step 2: Identify the Tax Year Next four digits are always the current year Step 3: Identify the Julian Date Next three digits are the Julian date (Julian Calendar) Step 4: Identify the Unique Software-Generated Portion tunfx1o - Unique alpha-numeric generated by your software. ❌ Important Notes State returns will have a different Submission ID than the Federal return for the same taxpayer. Every Submission ID must be unique. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide CoversThis guide explains how to add additional dividend items using the New Schedule B: Additional Dividend Statement.⚠️ Before You BeginMake sure you have the dividend information you need to report.📊 Step-by-Step GuideStep 1: Open the Additional Dividend StatementOn line 5a, use the payer link (F9) to open New Schedule B: Additional Dividend Statement.Step 2: Add your dividend itemsThis form allows you to enter up to 50 items.Step 3: If you have more than 50 itemsIf you have more than 50 items, copy the Additional Dividend Statement by using Shift + F10 to bring up a new schedule.📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 Multiple Forms 8453-P signed by the same person According to IRS Publication 1524, this guide explains how to use a Multiple Tax Return Listing with Form 8453-P when the same partner (or representing officer) is authorized to sign more than one Form 1065 return. ⚠️ Before You Begin Use a Multiple Tax Return Listing with Form 8453-P in lieu of sending separate Forms 8453-P when: A partner or representing officer is authorized to sign more than one Form 1065 return. 📊 Step-by-Step Guide Step 1: Include the required listing details Use this when you need to provide the information required on the Multiple Tax Return Listing. The Multiple Tax Return Listing should include: Date Transmitter's name Telephone number 5-digit ETIN Page number Step 2: Format the listing in landscape layout Use this to ensure the listing displays all required partnership information clearly. The listing should be formatted in a landscape layout to display the 9-digit EIN, Name Control, Tax Period, Gross Receipts, Gross Profits, Ordinary Income, Net Income (rental real estate), and Net Income (other rental activities) of the partnership. Step 3: Attach the listing to Form 8453-P (up to 500 partnerships) Use this to attach the correct number of partnerships to each Form 8453-P. A Multiple Tax Return Listing with a maximum of 500 partnerships may be attached to each Form 8453-P. The signature document for multiple returns must include one (1) Form 8453-P signed by the partner or authorized representative. ❌ Note If attaching a multiple listing of partnerships to Form 8453-P, please provide the information using a readable font size, such as 12 or higher. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 My assets on the 4797 are not flowing over to the sch D using SureFire If your assets on Form 4797 are not flowing to Schedule D in SureFire, this guide explains what SureFire transfers and which forms are used to calculate the applicable amounts. 📊 What’s Happening? Only certain transactions from Form 4797 will transfer to Schedule D. Only the Long term transactions, those that are held more than a year will transfer over to line 11 of the Sch D from the 4797. Line 11 📚 How SureFire Calculates Line 11 on Schedule D SureFire calculates the applicable amounts to this line from the following forms: Form 4797, Sale of Business Property, Form 2439, Notice to Shareholder of Undistributed Long-Term Capital Gains, Form 6252, Installment Sale Income, Form 4684, Casualties and Thefts, Form 6781, Section 1256 Contracts and Straddles, and Form 8824, Like-Kind Exchanges. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 NAEOB This guide shows you how to:Follow the steps below - NAEOB ⚠️ Before You BeginYou will need access to your Sure-Fire tax software and the return you are working on. 📊 Step-by-Step Guide The NAEOB columns affect ONLY the federal return. If the interest qualifies for any of the adjustments described below, type the appropriate letter (N, A, E, O, or B) in the NAEOB column and the amount that should be subtracted from the taxable interest in the NAEOB Amount column. For more information, press Shift+F1 for IRS instructions.   Nominee Distributions   If the taxpayer received interest as a nominee (that is, in the taxpayer's name but the interest actually belongs to someone else), you should enter all interest income on the Interest statement. You cannot link to the statement from this line; you can link from lines 1b-1g.   Accrued interest   When you buy bonds between interest payment dates and pay accrued interest to the seller, this interest is taxable to the seller. If the taxpayer received a Form 1099 for interest as a purchaser of a bond with accrued interest, you should enter all interest income on the Interest statement. You cannot link to the statement from this line; you can link from lines 1b-1g.   Tax-exempt interest   If the taxpayer received a Form 1099-INT for the interest that is tax-exempt on the federal return, you should enter all interest income on the Interest Statement. You cannot link to the statement from this line; you can link from lines 1b-1g.   OID adjustments   If the taxpayer is reporting OID (Original issue discount) in an amount less than the amount shown on Form 1099-OID, you must enter all interest income on the Interest Statement.   ABP adjustments   If the taxpayer is reducing any interest income on a bond by the amount of amortizable bond premium (ABP), you must enter all interest income on the Interest Statement.   For more information about these types of interest, please see the IRS Schedule B instructions   ❌ Common ErrorsIf something doesn’t show up or looks incorrect, double-check that you linked the right statement lines and try again. 📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 Name Line 2 for Deceased Name Line 2     Use Name line 2 only in the following situations:   If you are entering an "in care of"" name 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 NC D 400 - Sch S - Where do I enter the prior year disallowed depreciation? This guide explains where to enter prior year disallowed depreciation so the amounts flow to the correct schedules/lines in your North Carolina return. ⚠️ Before You Begin Make sure you have the prior year amount listed on your 2018 return so you can enter it in the correct place for the 2019 return. 📊 Step-by-Step Guide Step 1: Enter the prior year amount in the 2019 return Use this when you need to enter the prior year disallowed depreciation so it flows to the correct totals. In the 2019 return, go to 1040 WKT 5 and enter the amount in the total column. Step 2: Use the amount from your 2018 return Use this when you need to ensure the correct prior year figure is carried forward. Enter the amount that was listed on the 2018, 1040 WKT 5 Section 179 election. ✅ Amount Flow Notes Enter the prior year disallowed depreciation so the amount will flow to Sch S, Part B, Line 11. For 20%, the amount should flow to NC 400 page 2, Line 9. Additional context: In 2018, NC D400 only 49K of the 82K in s 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Need to add a Schedule C to a return in SureFire - Forms will not populate in return This article covers what to do when a form (such as Schedule C) does not populate in the return, and how to add forms using the Form List. Helpful context: Needed to click on the shortcut header to add the form; it looks like his header default was description. ⚠️ Before You Begin Make sure you are working in the SureFire workspace where you can access the Add Form / Display Form List tab at the top. 📊 Step-by-Step Guide Step 1: Open the Form List Use this when you need to add a new form (for example, Form W-2) to the return. To add a new form such as Form W-2, press Ctrl+F10 or click the Add Form/ Display Form List tab at the top of the workspace. This opens the form list. Step 2: Enter the form shortcut Use this to quickly locate and open the correct form. Type the shortcut for the form. Press Enter. For example, to open a W-2, type "W" and press Enter. Step 3: Use the shortcut column Use this to confirm you are using the correct shortcut. Shortcuts are listed in blue in the "shortcut" column. For a schedule ❌ Troubleshooting Questions (From the Original Notes) 1. What is the error message? 2. Is it a program error or a windows error? program 3. Is it a reject message or a validation error? 4. If this is a Form Calculation issue, what is non-calculating from where to w 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Need to know if attaching 8915-E and 7702 is required for the entire tax season Yes, it will be required for the entire year. IRS did not include these as part of the e-file schema and instead is requiring a PDF to be attached. Important: Just because a form is checked off in the forms tree does not mean it's part of the IRS e-file. ⚠️ Before You Begin When you see 8915-E and 7702 checked in the forms tree, remember: Being checked in the tree does not automatically mean it is included in the IRS e-file. The IRS is requiring a PDF attachment for these forms. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide CoversThis article lists NY codes for Electronic Filing of Retirement Contributions and Flexible Benefits.⚠️ Before You BeginUse these codes when entering retirement contributions and flexible benefits information for your New York return.📊 Step-by-Step GuideStep 1: Find the codeBelow is the code list provided in the original article:NY Codes for Electronic Filing of Retirement Contributions and Flexible Benefits Revised 11/2012 Code Description   414HSUB 414(h) retirement contributions made by:   a member of the New York State and Local Retirement Systems, which include the New York State Employees’ Retirement System and the New York State Police and Fire Retirement System; or   a member of the New York State Teachers’ Retirement System; or   an employee of the State or City University of New York who belongs to the Optional Retirement Program; or   a member of the New York City Employees’ Retirement System; the New York City Teachers’ Retirement System; the New York City Board of Education Retirement System; the New York City Police Pension Fund or the New York City Fire Department Pension Fund; or   a member of the Manhattan and Bronx Surface Transit Operating Authority (MABSTOA) Pension Plan.   IRC125S Amounts deducted or deferred from your salary under a flexible benefits program established by New York City or certain other New York City public employers such as:   City University of New York;   New York City Health and Hospitals Corporation;   New York City Transit Authority;   New York City Housing Authority;   New York City Off-Track Betting Corporation;   New York City Board of Education;   New York City School Construction Authority;   New York City Rehabilitation Mortgage Insurance Corporation;   Manhattan and Bronx Surface Transit Operating Authority;   Staten Island Rapid Transit Authority  📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 Title Here New York form CT-2 line 27 not populating the New York receipts listed on New York CT-3 page 3 line 1c. Per New York specifications, Line 27 should not be populated for the NY CT-3 or the NY CT-3S. ⚠️ Before You Begin If you are expecting CT-2 line 27 to populate based on the receipts listed on NY CT-3 page 3 line 1c, please note that this is not required per New York specifications. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This article explains how to fix the issue where OK 511 or NJ 1065 signatures are not printed. ✅ What to Check You may need to change your printer settings to print in PCL Mode. Check the top of the form to see whether it states that the form must be printed in PCL mode. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 NJ Business Return Extension errors when creating e-files in SureFire Our SureFire Analyst team noted that the following errors will not be fixed until after March 22, 2021, please paper file. 📊 Reported e-File Errors ❌ Error Details 'http://www.irs.gov/efile:TotActiveTimePrepSubmissionTs' element is invalid - The value '' is invalid according to its datatype 'String' - The Pattern constraint failed.   The 'http://www.irs.gov/efile:TotalPreparationSubmissionTs' element is invalid - The value '' is invalid according to its datatype 'String' - The Pattern constraint failed.   The element 'BusinessName' in namespace 'http://www.irs.gov/efile' has incomplete content. List of possible elements expected: 'BusinessNameLine1Txt' in namespace 'http://www.irs.gov/efile'.   The 'http://www.irs.gov/efile:BusinessNameControlTxt' element is invalid - The value '' is invalid according to its datatype 'http://www.irs.gov/efile:BusinessNameControlType' - The Pattern constraint failed. ⚠️ Important Note These errors will not be fixed until after March 22, 2021. Please paper file. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 NJ Validation error for 1120S extension: Tax Payment Date NJ Validation error for 1120S extension: Validation error: The 'http://www.irs.gov/efile:TaxPaymentDt' element is invalid - The value " is invalid according to its datatype 'http:/www.irs.gov/efile:DateType' - The Pattern co ⚠️ Before You Begin You will need to review the NJ 100 EF form and check whether the first estimated tax payment box is selected. 📊 Step-by-Step Guide Step 1: Open the NJ 100 EF form Use this when you need to locate the estimated tax payment section. Go to the NJ 100 EF form. Step 2: Check the first estimated tax payment box Use this when you need to confirm whether a date is required. If there is a box checked for the first estimated tax payment made, then you must enter the date in the line above the boxes. ❌ Troubleshooting This validation error typically occurs when the Tax Payment Date field is missing or does not match the required date format. To resolve it, make sure the date is entered in the line above the boxes when the first estimated tax payment box is checked. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This article explains how Net Operating Loss (NOL) carryovers are calculated and where they impact your Form 1040. ⚠️ Before You Begin Have your prior year NOL information available so it can be entered on the correct worksheets. 📊 Step-by-Step Guide Step 1: Identify where NOL carryovers are pulled from Net Operating Loss (NOL) carryovers from the Beneficiary's K-1 Worksheets (line 11d) and 1040 Wkt 3 are calculated in the Amount field on line 21 of Form 1040. Step 2: Understand how they affect Form 1040 line 21 These amounts are subtracted from the total, so it may result in a negative number on line 21. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 NOL carryover Net Operating Loss (NOL) carryovers from the Beneficiary's K-1 Worksheets, line 11d, and 1040 Wkt 7, are calculated in the Amount field on Sch 1 line 8. These amounts are subtracted from the total, so it may result in a negative number on Sch 1 line 8. ⚠️ Before You Begin Make sure you are looking at the correct fields: Beneficiary's K-1 Worksheets, line 11d 1040 Wkt 7 Sch 1, Amount field on line 8 📊 Step-by-Step Guide Step 1: Locate the NOL carryover sources Use this when you need to confirm where the carryover amounts are coming from. Check the Beneficiary's K-1 Worksheets, line 11d. Check 1040 Wkt 7. Step 2: Review the calculated Amount on Sch 1 line 8 Use this to see where the carryover is calculated in SureFire. NOL carryovers are calculated in the Amount field on Sch 1 line 8. Step 3: Understand why Sch 1 line 8 may be negative Use this when you see a negative number and want to know if it is expected. These amounts are subtracted from the total, so it may result in a negative number on Sch 1 line 8. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 NOL Election not to carry back SureFire will automatically assume that the Net Operating Loss (NOL) is being carried forward unless you complete the carryback information on Form 1045. 📊 Step-by-Step Guide Step 1: Open the Election Explanation form Click Add Form/Display List, select the Election Explanation form, and open it. Step 2: Enter or paste the election statement On the form, press F1 for a cut-and-paste election statement, or type your own. Step 3: Attach to paper returns (if mailing) This form is included in e-files. If you are mailing your client's return, attach the statement to the paper return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 NOL Election not to carry back SureFire will automatically assume that the Net Operating Loss (NOL) is being carried forward unless you complete the carryback information on Form 1045. Note: Form 1045 cannot be filed electronically. ⚠️ Before You Begin You will need to add the election statement using the Election Explanations form. Form 1045 cannot be filed electronically. You may need to attach the statement if you are mailing your client’s return. 📊 Step-by-Step Guide Step 1: Add the Election Explanations form Use this when you need to enter the election statement for not carrying back the NOL. Click Add Form/Display List, then select the Election Explanations form. Step 2: Enter your election statement Use this to provide the required election language. Go to the Election Explanations form and do one of the following: Press F1 for a cut-and-paste election statement, or Type in your own election statement. Step 3: Attach the statement if mailing the return Use this if you are not e-filing the client’s return. The Election Explanations form is included in e-files, but if you are mailing your client’s return, attach the statement to the paper return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is Non-dividend Distributions (1099-DIV)? A non-dividend distribution is a distribution that is not paid out of the earnings and profits of a corporation or a mutual fund. You should receive a Form 1099-DIV or other statement showing the non-dividend distribution. On Form 1099-DIV, a non-dividend distribution will be shown in box 3. If you do not receive such a statement, you report the distribution as an ordinary dividend. ⚠️ Before You Begin You may need to: Review your Form 1099-DIV (or other statement) for non-dividend distributions. Confirm whether the amount is shown in box 3. If you did not receive a statement, treat the distribution as an ordinary dividend. 📚 Key Rules for Non-dividend Distributions Step 1: Understand how non-dividend distributions affect your basis Use this when you need to know whether the distribution is taxable right away. Basis adjustment: A non-dividend distribution reduces the basis of your stock. It is not taxed until your basis in the stock is fully recovered. This non-taxable portion is also called a return of capital; it is a return of your investment in the stock of the company. If you buy stock in a corporation in different lots at different times, and you cannot definitely identify the shares subject to the non-dividend distribution, reduce the basis of your earliest purchases first. Step 2: Know what happens after your basis reaches zero Use this when you need to determine how to report additional non-dividend distributions. When the basis of your stock has been reduced to zero, report any additional non-dividend distribution you receive as a capital gain. Whether you report it as a long-term or short-term capital gain depends on how long you have held the stock. See Holding Period in chapter 14. 📊 Example You bought stock in 2007 for $100. In 2010, you received a non-dividend distribution of $80. You did not include this amount in your income, but you reduced the basis of your stock to $20. You received a non-dividend distribution of $30 in 2020. The first $20 of this amount reduced your basis to zero. You report the other $10 as a long-term capital gain for 2020. You must report as a long-term capital gain any non-dividend distribution you receive on this stock in later years. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This guide explains how to enter non-resident state information for an e-filed return in Sure-Fire (up to 5 non-resident states). ⚠️ Before You Begin You will need to be working inside the return’s Main information screen. 📊 Step-by-Step Guide Step 1: Enter up to 5 non-resident states You are only able to enter up to 5 non-resident states if you are wanting to E-file the return. Step 2: Use the RES/NR worksheet(s) When you designate a non-resident state on the Main information page, the RES/NR worksheet loads into the return. Information calculates to this worksheet automatically: The RES/NR worksheet handles the first two non-resident states. If more than two non-resident states are needed, an Additonal RES/NR worksheet loads to handle up to three more non-resident states. Step 3: Review and adjust between resident and non-resident amounts After completing the federal return, review the worksheet and make any adjustments needed between the resident and non-resident states or between taxpayer and spouse. Sure-Fire calculates the adjusted amounts to the state forms. ❌ Common Errors / Troubleshooting ❌ Common Errors You need more than 5 non-resident states. If you need to list any additional non-resident states (more than 5), you will need to paper file the return. To list the non-resident states: On the main information page, list the 5 non-resident states. Print the form out (the main information page.) Go back into the return: take out the 5 non-resident states previously listed, add in the additional states needed, print out the form or return (whatever you need to file.) 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 NY e-File Validation Error: Invalid child element in a 1065 return (SureFire) This guide helps you fix the NY e-File validation error that appears for a 1065 return in SureFire. ⚠️ Before You Begin Make sure you are working in your 1065 return within SureFire and are ready to review the NY 204 EF section. 📊 Step-by-Step Guide Step 1: Open the NY 204 EF section Use this when you need to correct the field that is causing the validation error. Go to the NY 204 EF, and on the line for "Enter the number of W-2s issued". ❌ Common Errors If the validation error persists after checking the W-2s issued field, re-check that you are in the correct NY 204 EF line and that the value entered matches your records. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 NY form IT-272 does not calculate Lifetime Learning Credit The Federal Lifetime Learning Credit allows a credit for any type of continuing education on Form 8863. New York only allows certain types of education to be claimed for the NY education credit. Because of this, Sure-Fire can not know what expenses from the federal form should be claimed on the state form. 📊 Step-by-Step Guide Step 1: Review the New York IT-272 instructions Use this when you need to confirm which education expenses New York allows for the NY education credit. Check the New York form instructions to see which expenses are eligible to be included on NY IT-272. Step 2: Manually enter eligible information on NY IT-272 Use this when Sure-Fire cannot automatically determine which federal expenses should be claimed for the state credit. Manually enter information (overriding fields as needed) on NY IT-272 to include the expenses that New York allows. Step 3: Confirm Hope Credit expenses are included Use this to ensure eligible expenses will be calculated for the New York credit. Anything from the Hope Credit can be claimed for the New York credit and will be calculated. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 NY form IT-272 does not calculate Lifetime Learning Credit The Federal Lifetime Learning Credit allows a credit for any type of continuing education on Form 8863. New York only allows certain types of education to be claimed for the NY education credit. Because of this, SureFire can not know what expenses from the federal form should be claimed on the state form. ⚠️ Before You Begin You will need to: Review the New York form instructions Manually enter information on NY IT-272 (overriding fields as needed) 📊 Step-by-Step Guide Step 1: Check the New York form instructions Use this when you need to confirm which education expenses New York allows for the NY education credit. Check the New York form instructions and note which expenses should be included on NY IT-272. Step 2: Manually enter allowed expenses on NY IT-272 Use this when SureFire cannot automatically determine which federal expenses should be claimed on the state form. Manually enter information (overriding fields as needed) on NY IT-272 to include the expenses that New York allows. Step 3: Confirm Hope Credit expenses will calculate Use this to understand what will be calculated automatically once the correct expenses are included. Anything from the Hope Credit can be claimed for the New York credit and will be calculated. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 NY IRC 414(h) state tax exempt contributions not carrying over to NY Form IT-201 (Line 21) Issue: NY IRC 414(h) state tax exempt contributions entered on Line 14 of the W-2 (1040) Worksheet are not carrying over to Page 2, Line 21 of NY Form IT-201. ⚠️ Before You Begin Make sure you are reviewing the correct fields: W-2 (1040) Worksheet → Line 14 NY Form IT-201 → Page 2, Line 21 📊 Step-by-Step Guide Step 1: Verify the W-2 Line 14 code Use this when you need to ensure the amount flows to the correct NY IT-201 line. On the W-2 line 14, it must be coded correctly as 414HSUB in order for it to flow to Line 21 of the NY 203 pg2. ✅ Success! If Line 14 is coded as 414HSUB, the value should carry over to Page 2, Line 21 of NY Form IT-201 (via NY 203 pg2). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 NY Nonresident not able to use NY school district to create an E-file in SureFire/SureFire Web Version - Unable to enter School District in NY Nonresident Enter NR for the county of residence and school district name on a NY Nonresident return. ⚠️ Before You Begin This applies when you are working on a NY Nonresident return and need to enter the county of residence and school district name. 📊 Step-by-Step Guide Step 1: Enter the correct county of residence Use this when you need to enter the county of residence for a NY Nonresident return. Enter NR for the county of residence. Step 2: Enter the correct school district name Use this when you need to enter the school district name for a NY Nonresident return. Enter NR for the school district name. ✅ Success! Using NR for both the county of residence and school district name on a NY Nonresident return will allow you to proceed with the return setup. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 NY Reject R0129 - NY Reject R0129NYS withholding not = amount on wage and tax statements They should be able to manually load the NY 1099 NEC and complete that form - the state withholding will need to be overridden. We no longer support a version of the NY 1099MISC now that IRS has separated nonemployee compensation out to it's own form. 📊 Step-by-Step Guide Step 1: Manually load the NY 1099 NEC Use this when you need to address the NY Reject R0129 issue by ensuring the correct form is used. They should be able to manually load the NY 1099 NEC and complete that form. Step 2: Override the state withholding Use this when the state withholding does not match the amount shown on the wage and tax statements. The state withholding will need to be overridden. ⚠️ Important Notes We no longer support a version of the NY 1099MISC now that IRS has separated nonemployee compensation out to it's own form. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 NY state college tuition credit not flowing to NY IT 201 (page 4, line 68) This article explains why the NY State college tuition credit may not populate on NY IT 201 (page 4, line 68), and how to fix it. Case notes: NY IT 272 (page 2, line 7) has $800. It does not flow to NY IT 201 (page 4, line 68). Return is attached to this case. ⚠️ Before You Begin Have these forms available: NY IT 272 (page 2) NY IT 201 (page 4) 📊 Step-by-Step Guide Step 1: Check the box on NY IT 272 (page 2, line 8) If on form NY IT 272 page 2, line 8 you check the box for itemized deduction, then the credit will not flow to NY IT 201 page 4, line 68. Line 68 on NY IT 201 is the line for College Tuition Credit. Step 2: Re-enter the college credit selection on NY IT 272 (page 2, line 8) To populate NY IT 201 page 4, line 68, go to NY IT 272, page 2, line 8 and check the box to claim the college credit. Step 3: Confirm the credit amount flows to NY IT 201 (page 4, line 68) The amount for college credit will flow to NY IT 201 page 4. ❌ Troubleshooting If you still do not see the amount on NY IT 201 (page 4, line 68), re-check NY IT 272 (page 2, line 8) to ensure you are claiming the college credit (not selecting the itemized deduction option that prevents the credit from flowing). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 NY unemployment adjustments The Unemployment Compensation Exclusion Addback should be included on Form IT-558 New York State Adjustments due to Decoupling from the IRC and has been designated as A-011. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 OH W2 - Ohio Wage and Tax Statement in SureFire The information on this form calculates from the Federal Form W-2. You must have an Ohio Form W-2 for each copy of the Federal. Press Shift+F10 to duplicate this form as needed. ⚠️ Before You Begin Make sure you have: Federal Form W-2 (the OH W-2 calculations are based on it) Ohio Form W-2 for each copy of the Federal 📊 Step-by-Step Guide Step 1: Confirm the Federal W-2 Source The OH W-2 information is calculated from the Federal Form W-2. Step 2: Create an Ohio Copy for Each Federal Copy You must have an Ohio Form W-2 for each copy of the Federal. Step 3: Duplicate the Form as Needed Press Shift+F10 to duplicate this form as needed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Ohio State Refund Not Calculating the Military Exemption (SureFire 2017) Ohio has a lot of rules on military pay, and SureFire 2017 does not have the ability to determine if the military pay qualifies or does not. ⚠️ Before You Begin For an Ohio 1040 return, you will need to review the guidance for where the military exemption should be reported. 📊 Step-by-Step Guide Step 1: Check the F1 Help Instructions Use this when you need to find the correct place to report the military exemption. In the F1 Help, read the instructions on Deductions for OH Sch A, Line 24. Step 2: Report the Military Exemption at Tax Preparer Discretion Use this when the software cannot determine qualification automatically. The military exemption would need to be reported on that line at the tax preparer's discretion. ❌ Important Note Because the software does not have the ability to determine whether military pay qualifies, the exemption must be handled based on the instructions and the tax preparer's discretion. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains what to do on Oklahoma Form 511 (Not Required to File section) when you are not required to file a federal return. ✅ Steps The Not Required to File section on page 7 of the instructions for Oklahoma form 511 has information on filing an Oklahoma return when not required to do so. It states:   Check the box, if you do not have sufficient gross income to require you to file a Federal return, and you had Oklahoma tax withheld, made estimated tax payments or qualify for Oklahoma earned income credit or Tornado Tax credit. Finish the top portion of the return by completing the "Exemptions" section (part G on the diagram on page 6). Complete line 1. Enter the amount of your gross income subject to the Federal filing requirement. In most cases, this will be the same as your Federal Adjusted Gross Income. (Do not complete lines 2-19.) Complete lines 20 through 39 that are applicable to you. If you qualify for the Federal earned income credit, you qualify for Oklahoma earned income credit. Enter 5% of the Federal earned income credit on Form 511, line 29 (do not complete schedule 511-F). Sign and mail the return. Be sure to include your W-2, 1099 or other withholding statements to substantiate any Oklahoma withholding. Note: If you do not have sufficient gross income to require you to file a Federal return and you did not have Oklahoma tax withheld, make estimated tax payments or qualify for Oklahoma earned income credit or Tornado Tax credit, do not file an Oklahoma income tax return (Form 511).   📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 On Form 1040 This guide explains what to do when the Schedule B (Sch B) was added before completing the K-1 worksheet, and how to correctly work with K-1 worksheets in SureFire. ⚠️ Before You Begin You may need to temporarily remove the Dividend Statement so you can restore the missing K-1 information correctly. 📊 Step-by-Step Guide Step 1: Go to Schedule B Use this when you need to access the Dividend Statement. Go to the schedule B, Step 2: Open the Dividend Statement Use this to view the statement that was added before completing the K-1 worksheet. Click on the Dividend Statement Step 3: Save the Dividend Statement information Use this so you can re-enter the information after removing the statement. Make a note or write the information on paper, or print this page, you will remove this statement, but you will need to add back this information Step 4: Remove the Dividend Statement form Use this to clear the statement so the missing K-1 information can be restored. Right click on the Dividend statement and click on remove form Step 5: Run diagnostics and confirm the K-1 information returns Use this to force SureFire to recalculate and bring back the missing K-1 information. Run diagnostic, click back on the space where you had the dividend statement, you will see that the statement comes back with the K-1 information that was missing Step 6: Re-enter the Dividend information you removed Use this to restore the dividend details after the K-1 information is back. Re-enter the information that you deleted Step 7: Review state refund information Use this to prevent incorrect state amounts due to the change. You will notice that the taxpayer, may have an amount due for the state, remove all the refund information that you entered for the state or fix the state return as needed 📝 Working with K-1 Worksheets ✅ Important Rules for Entering K-1 Information There are two important rules for entering K-1 information in SureFire: Fill in K-1 worksheets before you enter data manually on Schedule B, Schedule E, and other schedules and forms to which K-1 information calculates. This enables SureFire to calculate the K-1 amounts to the correct line. If you are using a statement on a line where K-1 amounts have calculated, you must enter the K-1 amount on the statement in order for it to be included on that line. SureFire will display the amount that you enter on the statement. Some places where this applies are Schedule 1 (Form 1040), line 21; Schedule A, lines 23 and 28; and Schedule B, lines 1 and 5. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 On Form 1065 Pg 4 (Schedule K) and Schedule K-1: Required Fields This article explains what to do when Form 1065 Pg 4, Schedule K, Other Information requires an entry for Line 20(z), Section 199A Income Amount even when there was no income produced this year, and when related fields on Schedule K-1 require values. ⚠️ Before You Begin You will need to: Locate the red underlined required field(s) on the form. Use the function key F3 to clear required fields. 📊 Step-by-Step Guide Step 1: Click the Red Underlined Required Field Use this when you need to access the required field that is currently blocking entry. Click the red underlined field. Step 2: Use Function Key F3 to Clear the Required Fields Use this when you need to clear required fields so the preparer can proceed. Use the function key F3 on the lines to clear the required fields. Step 3: Keep the Partner at 0% Use this when there was no income produced this year and the partner should remain at 0%. After clearing the required fields, the preparer is able to keep the partner at 0%. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 On Form 1310 Requirements This guide explains what must be checked and what must be entered on Form 1310. ⚠️ Before You Begin Make sure you have the claimant’s information available so you can complete the required fields accurately. 📊 Step-by-Step Guide Step 1: Complete the required checks and fields Use this when you need to confirm the required entries on Form 1310. On Form 1310, line C must be checked. The claimant's name, address, and social security number must be filled in. The entry that the claimant has valid proof of death must be checked. Lines 2a and 2b must be "No". Line 3 must be "Yes". 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 On Form 1310 Requirements On Form 1310, make sure the following boxes and fields are completed correctly. ⚠️ Before You Begin Review Form 1310 and confirm each of the items below is set exactly as required. 📝 Step-by-Step Guide Step 1: Check Line C Use this when you need to confirm the correct selection on Form 1310. Line C must be checked. Step 2: Complete Claimant Information Use this when you need to enter the claimant’s identifying details. The claimant's name, address, and social security number must be filled in. Step 3: Confirm Proof of Death Use this when you need to indicate the claimant has valid proof of death. The entry that the claimant has valid proof of death must be checked. Step 4: Set Lines 2a and 2b Use this when you need to answer the yes/no questions on Form 1310. Lines 2a and 2b must be "No". Step 5: Set Line 3 Use this when you need to confirm the required value for line 3. Line 3 must be ""Yes"". 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 On Form 2210 line A or B is marked for a waiver of penalty, but no statement was included with the return (235) This message indicates that Form 2210 has a waiver marked on line A or B, but the return is missing the required statement to explain the waiver, or the amount to be waived was not entered on page 2 of Form 2210. ⚠️ Before You Begin You may need to complete Form 2210 line 8 by entering the correct 2017 tax amount to certify whether an explanation is needed. 📊 Step-by-Step Guide Step 1: Complete Form 2210 line 8 Use this when you need to certify whether an explanation is required. On Form 2210, line 8, enter the 2017 tax amount to certify if needed to fill an explanation or not. Step 2: Review and complete the entire Form 2210 Use this to ensure all required waiver and statement information is properly included. Once complete, ensure the entire form 2210 is finished. No more diagnostic errors. ✅ Success! After completing Form 2210 (including the required line 8 entry and any needed explanation/amounts), the diagnostic errors should be resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 On New Jersey DD Wkt: State refund not added to Federal refund This message means you indicated the New Jersey (state) refund should be direct deposited to the same account as the Federal refund, but the election was not made in the bank application to add the state refund to the Federal refund. ⚠️ Before You Begin You will need to access the bank application screen where you can add the state refund to the Federal refund. 📊 Step-by-Step Guide Step 1: Open the bank application Use this when you need to update how the state refund is deposited. Go to the bank application at the top. Step 2: Check the option to add the state refund Use this to ensure the state refund is deposited to the same account as the Federal refund. There will be a box to check to add the state and put the state initials in there. ✅ Success! After you check the box and enter the state initials in the bank application, the state refund election should be properly set to match the Federal refund account. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 On page 1 of Maryland Form 505 On page 1 of Maryland Form 505, the state of legal residence field must be filled in or the resident of a foreign country box must be checked. The state of legal residence cannot be "MD". (MD 18) ⚠️ Before You Begin You will need to review page 1 of Maryland Form 505 and confirm the state of legal residence information is entered correctly. 🧭 Step-by-Step Guide Step 1: Go to Maryland Form 505, Page 1 Use this when you need to access the correct section of the form. Go to MD 505 pg 1. Step 2: Enter the required county, code, and state of residence Use this when you need to complete the state of legal residence requirement. Enter the county and code, and also the state of residence. Step 3: Confirm the state of legal residence is not "MD" Use this when you need to fix the MD 18 error. Make sure the state of legal residence is filled in correctly, or check the resident of a foreign country box if applicable. The state of legal residence cannot be "MD". (MD 18) ✅ Success! Page 1 of Maryland Form 505 is complete with a valid state of legal residence (not "MD"), or the resident of a foreign country box is checked. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 On page 2 of Form 8379 This article explains a specific validation requirement on page 2 of Form 8379 and what to check in SureFire. ⚠️ Before You Begin Review page 2 of Form 8379, focusing on lines 17, 18, and 20, and the amounts shown in columns a, b, and c. 📊 Step-by-Step Guide Step 1: Verify the column totals on page 2 Use this when you need to confirm the amounts match the required allocation totals. On page 2 of Form 8379, lines 17, 18, and 20: the amount in column a must equal the total of the amounts allocated to each spouse in columns b and c. (336) in SureFire Step 2: Check line 18, column b Use this when you see a mismatch on the allocation amounts. The line 18 column b had an amount that needed to remove or make sure equal. ❌ Common Errors If column a does not match the combined totals of columns b and c for lines 17, 18, and 20, you will need to adjust the spouse allocation amounts so they are equal. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 On page 3 of Massachusetts Form 1 or page 4 of Massachusetts Form 1-NR/PY, the extension is not selected for e-filing This guide explains what to do when the extension is not selected for e-filing on the specified pages of Massachusetts Form 1 or Form 1-NR/PY. ⚠️ Before You Begin Make sure you are on the correct Massachusetts form page: Massachusetts Form 1: Page 3 Massachusetts Form 1-NR/PY: Page 4 📊 Step-by-Step Guide Step 1: Update the selection on the main info sheet Use this when you need to correct the e-filing selection so the return is marked correctly. Uncheck the 4868 box on the main info sheet and mark the box for the income tax return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 On Schedule A Line 16 Per IRS instructions, this is what can be deducted on Schedule A, line 16. ⚠️ Before You Begin Only the expenses listed below can be deducted on line 16. For more information about each of these expenses, see Pub. 529. 📋 What Can Be Deducted on Schedule A Line 16 Gambling losses (gambling losses include, but aren't limited to, the cost of non-winning bingo, lottery, and raffle tickets), but only to the extent of gambling winnings reported on Schedule 1 (Form 1040), line 21. Casualty and theft losses of income-producing property from Form 4684, lines 32 and 38b, or Form 4797, line 18a. Loss from other activities from Schedule K-1 (Form 1065-B), box 2. Federal estate tax on income in respect of a decedent. A deduction for amortizable bond premium (for example, a deduction allowed for a bond premium carryforward or a deduction for amortizable bond premium on bonds acquired before October 23, 1986). An ordinary loss attributable to a contingent payment debt instrument or an inflation-indexed debt instrument (for example, a Treasury Inflation-Protected Security). Deduction for repayment of amounts under a claim of right if over $3,000. See Pub. 525 for details. Certain unrecovered investment in a pension. Impairment-related work expenses of a disabled person. (The one listed last would be form 2106) 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 On the 3Fund bank application: Enter a valid State ID expiration date This guide explains what to do when you see the message: “Need to enter a valid state ID expiration date” or “ID does not have an expiration date”, and you have the box checked on the main info sheet. ⚠️ Before You Begin Make sure you have the correct information for the ID you are entering. 📊 Step-by-Step Guide Step 1: Enter an ID expiration date You must enter an ID expiration date and it must be current. Step 2: If the ID has no expiration date, use the non-expiry option If the ID does not have an expiration date, check the non-expiry box on the main info sheet. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 On the ACH Debit Form: Estimated Tax Payment Due Dates This guide explains when quarterly estimated tax payments are due, and helps you understand the ACH Debit Form message related to the Estimated Tax Payment section. ⚠️ Before You Begin You may see this message on the On the ACH Debit Form: In the estimated tax payment section, either the requested payment date is not filled or the date is filled with a date other than 07/15/2020, 06/15/2020, 09/15/2020 or 01/15/2021. Use the due dates below to confirm the correct quarterly payment schedule. 📊 When Are Quarterly Estimated Tax Payments Due? For estimated tax purposes, the year is divided into four payment periods. Each period has a specific payment due date. https://www.irs.gov/faqs/estimated-tax/individuals/individuals-2 Payment Periods and Due Dates: January 1 – March 31 → April 15 April 15 (updated for 2020) → See Filing and Payment Deadline Extended to July 15, 2020 - Updated Statement for tax relief on account of Coronavirus Disease 2019. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 On the Capital Gain Worksheet This guide helps you verify the entries on the Capital Gain worksheet, specifically the 1099 code and the date. ⚠️ Before You Begin Have your Capital Gain worksheet open so you can check the 1099 column and the transaction date. 📊 Step-by-Step Guide Step 1: Verify the 1099 code Use this when you need to confirm the correct transaction code. On the Capital Gain worksheet, in the 1099 column, verify the code you entered is correct. The code should be one of the following: A, B, C, D, E, or F. Step 2: Make sure the date entered is correct Use this when you suspect the transaction year may be incorrect. Also make sure the date entered is correct. Example: I had one saying 1971 not 2017. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 On the VA nonresident return the primary social security number must match the primary social security number on the Federal return. (VA 33) This article explains what to do when you receive the VA 33 diagnostic error related to the primary Social Security number on a VA nonresident return. ⚠️ Before You Begin Forms to be filed via U.S. MAIL to VA are as follows: VA Nonresident Income Tax Pg 1 [SPOUSE] VA Nonresident Income Tax Pg 2 [SPOUSE]   Important: Due to the diagnostic error, you will need to paper file VA. 📊 Step-by-Step Guide Step 1: Prepare the required VA nonresident forms Use this when you need to gather the correct documents for mailing. Include VA Nonresident Income Tax Pg 1 [SPOUSE] Include VA Nonresident Income Tax Pg 2 [SPOUSE] Step 2: Paper file VA because of the diagnostic error Use this when the system reports the VA 33 diagnostic error. Due to the diagnostic error. Will need to paper file VA ❌ What VA 33 Means On the VA nonresident return, the primary Social Security number must match the primary Social Security number on the Federal return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 On the Virginia return (VA 760) the income tax return is not selected for e-filing (VA 1) If you cannot e-file your Virginia return (for example, you cannot click on e-file), this guide will help you make sure the correct form is selected for e-filing. ⚠️ Before You Begin Make sure you are working in the correct Virginia return pages: VA 760 (page 1 of the 760) VA 760 (page 2 of the 760-PY) VA 763 📊 Step-by-Step Guide Step 1: Open the correct Virginia return page Use this when you need to navigate to the e-file selection area. Go to VA 760 Pg 1 Step 2: Find the e-file option Use this when you need to enable e-filing for the return. Scroll down to where it says yes to e-file Step 3: Select the forms you are e-filing Use this when the return is not selected for e-filing. Below yes to e-file, mark the box for What forms are you e-filing ✅ Success! After you mark the box for What forms are you e-filing, the Virginia return should be selected properly for e-filing. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Ordinary income (loss) not flowing from form 1120/1120S to Florida form FL F-1120 line 1 in SureFire FL F -1120, Line 1 displays only the amount of income that is subject to income tax at the corporate level. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Organization Codes for Form 5500 Organization type codes for Form 5500, Schedule A, page 2, Line 2, Element (e): ⚠️ Where These Codes Are Used Use these organization type codes for: Form 5500 Schedule A Page 2 Line 2, Element (e) 📋 Organization Type Codes (Element e) 1 - Banking, Savings & Loan Association, Credit Union or other similar financial institutions. 2 - Trust Company 3 - Insurance Agent or Broker 4 - Agent or Broker other than insurance 5 - Third-party administrator 6 - Investment Company/Mutual Fund 7 - Investment Manager/Adviser 8 - Labor Union 9 - Foreign entity (e.g., an agent or broker, bank, insurance company, etc., not operating within the jurisdictional boundaries or the United States) 0 - Other ✅ Reference Materials 2012 Instructions for Form 5500 Troubleshooter's Guide for Form 5500 and Form 5500-SF 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Outstanding federal and state acknowledgement in SureFire You may notice at times that federal and state acknowledgements come in faster or slower than other times. If youcan view the return in the Return Query tool on the SureFire Solution Center or E-File Status tool on the Solution Center, then we have the return and no action is needed. ⚠️ Before You Begin Good to know: Federal and State returns are likely to be acknowledged within hours. Due to volume and unscheduled system maintenance there will be delays. Allow the Federal returns at least 24 to 48 hours. State acknowledgements are not considered problematic until they are outstanding for more than 5 business days. Once this period has passed, if you have still not received a state acknowledgement, please contact customer service. 📝 Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:He transmitido un archivo electrnico federal o estatal y no he recibido acknowledgments 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 PA40-015 - Invalid Eligibility Income or Tax Forgiveness Credit This message explains an eligibility rule related to Pennsylvania (PA) Schedule SP. ⚠️ Before You Begin Review the following conditions: If Eligibility Income from PA Schedule SP or Tax Forgiveness Credit from PA Schedule SP are present, then PA Schedule SP must be present. If Eligibility Income from PA Schedule SP is not greater than or equal to the Total PA Taxable Income, then they are not eligible. 📝 Key Rule if Eligibility Income from PA Schedule SP is not greater than or equal to the Total PA Taxable Income then they are not eligible. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide CoversThis article explains what to expect for Oklahoma paper refund checks and how refunds are issued.⚠️ Before You BeginMake sure you know your filing status when you look for your Oklahoma refund.📊 Step-by-Step GuideStep 1: Understand the changeThe Oklahoma Tax Commission is no longer issuing paper refund checks.Step 2: Review how you’ll receive the refundInstead, they will send the taxpayer a debit card.Step 3: For Married Filing Joint (MFJ)If your filing status is Married Filing Joint (MFJ), the taxpayer and spouse will each receive their own debit card with access to the full refund.📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 Paper resubmission of rejected Form 1065 e-files This guide explains what the IRS requires when you need to submit a paper Form 1065 after an electronic filing attempt was rejected or could not be retransmitted successfully. ⚠️ Before You Begin You should follow these IRS instructions when: You submit the return on paper after attempting to file it electronically, or At the end of the filing season, you are unable to successfully retransmit corrected returns electronically. 📊 What to Include With the Paper Return Step 1: Attach a letter explaining why you are filing on paper Use this when you need to explain the reason for the paper submission. According to the IRS, you should attach a letter to the paper return explaining why the return was submitted on paper. Step 2: Include a copy of the Acknowledgment File (ACK FILE) Use this to help avoid late-filing penalties. You should also include a copy of the Acknowledgment File sent by the Ogden Submission Processing Center. A copy of this ACK FILE is needed to bypass assessment of any late-filing penalties. Step 3: File the paper return to the correct IRS Center within the required timeframe Use this to ensure the return is sent to the right place and on time. The entire paper return should be filed at the IRS Center where the partnership would normally file their paper Form 1065 return, within ten (10) days from the date of the return that was rejected electronically. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide CoversUse this guide to find where to file a paper Form 4868 (extension request).📊 Step-by-Step GuideStep 1: Choose the correct mailing addressSelect your state/group of states below to find the correct IRS mailing address.Where to file paper Form 4868:   If you live in: And you are making a payment, send Form 4868 with your payment to Internal Revenue Service: And you are not making a payment, send Form 4868 to the Department of the Treasury, Internal Revenue Service Center:   Alabama, Georgia, Kentucky, Missouri, New Jersey, North Carolina, South Carolina, Tennessee, Virginia   P.O. Box 1300 Louisville, KY 40293-1300   Kansas City, MO 64999-0045   Connecticut, Delaware, District of Columbia, Maine, Maryland, Massachusetts, New Hampshire, New York, Pennsylvania, Rhode Island, Vermont, West Virginia P.O. Box 37009 Hartford, CT 06176-0009 Kansas City, MO 64999-0045   Florida, Louisiana, Mississippi, Texas P.O. Box 1302 Charlotte, NC 28201-1302 Austin, TX 73301-0045   Alaska, Arizona, California, Colorado, Hawaii, Idaho, Nevada, New Mexico, Oregon, Utah, Washington, Wyoming   P.O. Box 7122 San Francisco, CA 94120-7122   Fresno, CA 93888-0045   Arkansas, Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Montana, Nebraska, North Dakota, Ohio, Oklahoma, South Dakota, Wisconsin   P.O. Box 802503 Cincinnati, OH 45280-2503 Fresno, CA 93888-0045     A foreign country, American Samoa, or Puerto Rico, or are excluding income under Internal Revenue Code section 933, or use an APO or FPO address, or file Form 2555, 2555-EZ, or 4563, or are a dual-status alien or are a nonpermanent resident of Guam or the U.S. Virgin Islands   P.O. Box 1302 Charlotte, NC 28201-1302 USA Austin, TX 73301-0215 USA📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 Paper-filing Form 4868 extensions. To see the updated version click here:https://www.irs.gov/filing/where-to-file-addresses-for-businesses-and-tax-professionals-filing-form-4868     Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Extensiones del Formulario 4868 para presentaciones por papel. Additional Information: 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Paper-filing of Form 8109-B discontinued Form 8109-B was used to deposit payments at a local bank for payroll, corporation, exempt organization, and excise taxes on a quarterly basis. With the discontinuance of Form 8109-B, businesses are now required to make deposits electronically using the Electronic Federal Tax Payment System (EFTPS). For more information on EFTPS, go to www.eftps.gov. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Part Rental Worksheet for Schedule E This guide explains how to use the part-year / part rental worksheet when you have both rental and personal (or part-year) property. ⚠️ Before You Begin You will need access to the Schedule E section of your return. 📊 Step-by-Step Guide Step 1: Open the part-year rental worksheet For property that is part rental and part personal or part-year rental, press F9 on Rents received, column A or B, to access a the "part-year rental worksheet". (See on-screen instructions.) The amounts from the worksheet carry to the column from which you linked. Step 2: Allocate personal vs. rental expenses If part of the expenses are personal, check the box under line 1 to have the personal portion of mortgage interest and real estate taxes transfer to Schedule A. You need to enter the percentage for rental use in the box under line 3. ❌ Common Errors If your numbers don’t seem right, re-check the rental-use percentage and confirm you selected the correct worksheet for the relevant rents received column. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Part Rental Worksheet for Schedule E This guide explains how to use the Part Year, Rental, Ownership Worksheet for property that is part rental and part personal or part-year rental. ⚠️ Before You Begin You will need to be in the Rents received section so you can access the worksheet. 📊 Step-by-Step Guide Step 1: Open the Part Year, Rental, Ownership Worksheet Use this when you need to allocate amounts for part rental and part personal or part-year rental property. For property that is part rental and part personal or part-year rental, press F9 on Rents received, column A or B to access a the Part Year, Rental, Ownership Worksheet. (See on-screen instructions.) The amounts from the worksheet carry to the column from which you linked. Step 2: Transfer personal portions to Schedule A (if applicable) Use this when part of the expenses are personal and you want them to flow to Schedule A. If part of the expenses are personal, check the box under line 1 to have the personal portion of mortgage interest and real estate taxes transfer to Schedule A. Step 3: Enter the rental-use percentage Use this to correctly allocate rental vs. personal use. You need to enter the percentage for rental use in the box under line 3. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Partnership Return with Power of Attorney The IRS will not accept a Partnership return that has a Power of Attorney attached if they do not have the Power of Attorney file. This guide explains what to do so you can file electronically without running into IRS acceptance issues. ⚠️ Before You Begin You should know the following: Electronic filing requirement: To file electronically, remove the POA from the electronic return prior to transmission. Filing obligation remains: If the partnership is required to file a return, not removing the POA will not relieve the partnership of its filing requirement. 📊 Step-by-Step Guide Step 1: Remove the POA from the electronic return Use this when you need to file electronically without the IRS rejecting the return due to a missing POA file. Remove the Power of Attorney (POA) from the electronic return prior to transmission. Step 2: Submit the POA on paper to the correct IRS center Use this when you need the IRS to have the POA file before accepting the electronically filed return. The POA must be submitted on paper to the IRS Center where the taxpayer would normally file a paper return. Step 3: Submit the POA at least six weeks before transmitting the return Use this when you need to ensure the IRS has time to process the POA before you transmit the return. The POA must be submitted at least six weeks prior to transmitting a return that includes the Power of Attorney. Step 4: Transmit the return electronically after the six-week period Use this when you are ready to file electronically once the POA has been submitted in time. When the six weeks have passed, the tax return can be submitted electronically. ❌ Important Notes / Common Issues IRS acceptance: The IRS will not accept a Partnership return that has a Power of Attorney attached if they do not have the Power of Attorney file. Do not rely on filing timing to avoid requirements: If the partnership is required to file a return, not removing the POA will not relieve the partnership of its filing requirement. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Passive loss from K1 P/S pg 1 line 1 not flowing to the Schedule E page 2 Passive income line A in an individual return in SureFire This guide explains how SureFire handles passive losses and when they will be deducted. ⚠️ Before You Begin Before you review your return, keep in mind: Passive Losses can only be deducted from Passive Income. 📊 Key Rule Use this when you need to understand why a passive loss is not reducing your current-year taxes. Passive Losses can only be deducted from Passive Income. So if there is no other passive income to offset the loss then it will be carried forward to the next tax year. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Payment not flowing to the ACH 1040/ES form when amending the 1040 return This guide will help you ensure your payment flows correctly to the ACH 1040/ES form when you amend your 1040 return. 📊 Step-by-Step Guide Step 1: Select the Electronic Filing Only option Use this when you need to make sure the payment is directed to the ACH 1040/ES form during an amendment. Check the box at the bottom of the 1040X in the Electronic Filing Only section. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers How to attach required PDF files when filing federal or state e-returns in SureFire. Use Adobe Acrobat or another program to create the required PDF attachment.   On the applicable form of the Federal or state return, if a PDF attachment is required a check box will be highlighted in the PDF Attachments section of the form. Once you select the check box, a dialog box will open for you to browse to the location of the PDF file. Click Open after locating the file. SureFire attaches a copy of the PDF documentation to the return. If you make any changes to the original PDF file after creating the attachment, you must reattach the file.   If a PDF attachment is required and is not attached, you will not be able to create an e-file.   📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How this affects Form 1099-R and your 1040 This article explains what to check on Form 1099-R (box 7) and how that information carries to your 1040. 📊 Step-by-Step Guide Step 1: Check whether the pension is disability-related On Form 1099-R, look for the box below box 7 that says Check if disability and whether the taxpayer is disabled. If the taxpayer is under the minimum age for retirement, disability pensions are carried to line 7 of the 1040 and are considered earned income (per IRS instructions). If you’re unsure, refer to IRS Publication 17. Step 2: Update the disability indicator if it does not apply If the pension is not for disability, remove the X from the box below box 7. Once removed, the amount will carry to line 16 of the 1040. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Philadelphia BIRT forms Starting 2013 PA (BIRT) forms will be supported by SureFire. ⚠️ Before You Begin No prerequisites are listed for this update. 📊 Step-by-Step Guide Step 1: Know the support update Use this when you need to confirm whether SureFire supports Philadelphia BIRT forms. Starting 2013 PA (BIRT) forms will be supported by SureFire. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 PIN for Child This guide explains when a child under age 16 can (and cannot) use the Self-Select PIN and when the Practitioner PIN may be used. ⚠️ Before You Begin Review the eligibility rules below before choosing which PIN option to use. 📊 Step-by-Step Guide Step 1: Check when Self-Select PIN can be used A child under the age of 16 may use the Self-Select PIN if they are a primary taxpayer who filed previously. A child under the age of 16 may use the Self-Select PIN if they are a secondary taxpayer who has filed in the immediate prior tax year. Step 2: Check when Self-Select PIN cannot be used A child under the age of 16 may not use the Self-Select PIN if they have never filed. A child under the age of 16 may not use the Self-Select PIN if they are a secondary taxpayer who did not file in the immediate prior tax year. ❌ Common Notes There are currently no age restrictions for using the Practitioner PIN. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide CoversThis guide explains the different PINs used in federal returns and what each one is for in Sure-Fire.⚠️ Before You BeginMake sure you know which PIN type applies to the return (and whether the taxpayer or preparer will be entering the PINs).🔍 Step-by-Step GuideERO / Practitioner PINThis PIN is entered on the Main Info sheet of Sure-Fire.When you use the PINs, you do not have to mail in the 8453 forms.The practitioner enters a PIN for the taxpayer and/or spouse.There is a check box under the taxpayer and spouse PIN for the tax preparer to indicate they were given permission to enter these PINs.Otherwise, the tax preparer actually turns around the keyboard and lets the taxpayer and spouse enter their own numbers. If the taxpayer and spouse enter their own PINs, there is no PIN form to print out and sign-- it is truly paperless.If the preparer enters the numbers into the computer, then the PIN form must be printed and signed by all parties and retained on file per IRS rules.Third-Party Designee PINThis PIN is also entered on the Main Info sheet of Sure-Fire.The taxpayer is authorizing the preparer to talk to the IRS about their return.For the designee, you should enter the word "preparer" rather than your actual name in that box.This PIN expires when the return is processed, according to the IRS. You should remember this PIN for any communication with the IRS.Preparer Tax ID Number (PTIN)This number is issued to the preparer by the IRS so you won't have to print out your personal SSN on all the returns you prepare.You will complete the PTIN application on the IRS website.This PTIN is assigned to a specific person, not a company. You fill out the preparer's information on the bottom of the Main Info sheet in Sure-Fire, including your PTIN.Self-Select PINThis PIN provides the same service as the ERO / Practitioner PIN described above.You must know either the prior year PIN or prior year AGI. The return will be rejected if this information is incorrect.This information is not needed when using the ERO / Practitioner PIN.We encourage you to use the ERO / Practitioner PIN instead of the Self-Select PIN for that reason.📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 PINs used in federal returns This article explains the two PIN types you may use in SureFire for federal returns and what each one means. ⚠️ Before You Begin Make sure you understand which PIN type you are using: ERO/Practitioner PIN Third Party Designee PIN 📚 What is an ERO/Practitioner PIN? This PIN is entered on the Main Info sheet of SureFire. ERO/Practitioner PIN: This PIN is entered on the Main Info sheet of SureFire. When you use the PINs, you do not have to mail in the 8453 forms. The practitioner enters a PIN for the taxpayer and/or spouse. There is a check box under the taxpayer and spouse PIN for the tax preparer to indicate they were given permission to enter these PINs. Otherwise, the tax preparer actually turns around the keyboard and lets the taxpayer and spouse enter their own numbers. If the taxpayer and spouse enter their own PINs, there is no PIN form to print out and sign-- it is truly paperless. If the preparer enters the numbers into the computer, then the PIN form must be printed and signed by all parties, and retained on file per IRS rules. 📚 What is a Third Party Designee PIN? This PIN is also entered on the Main Info sheet of SureFire. Third Party Designee PIN: This PIN is also entered on the Main Info sheet of SureFire. The taxpayer is authorizing the preparer to talk to the IRS about their return. For the designee, you should enter the word "preparer"" rather than your actual name in that box. This PIN expires when the return is processed 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This guide explains an error message related to printing 5500 and what it means. ⚠️ Before You Begin Make sure SureFire is installed and that you are using the correct print process for your workflow. 📊 Step-by-Step Guide Step 1: Understand what the error is telling you This error does not affect the return. SureFire is required to use a third-party DLL file to print the 5500. Because of this, the print process is significantly slower than the SureFire print process. Step 2: Know when it is most likely to happen The error seems to be most prevalent when the user exits SureFire too quickly after printing the 5500. Troubleshooting If you notice this error, try allowing SureFire a moment to finish its work after printing the 5500 before exiting the program. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains the Practitioner PIN signature method and who is eligible. 📊 Step-by-Step Guide Step 1: Know what the ERO must complete The ERO must complete Form 8879, IRS e-file Signature Authorization, including Part III, for each return that is prepared using this method. Step 2: Confirm the method is available The Practitioner PIN method is open to all EROs. Step 3: Check taxpayer eligibility The following taxpayers are eligible to use this option:   Taxpayers who are eligible to file Forms 1040, 1040A, or 1040EZ or 1040-SS (PR) Military personnel residing overseas with APO/FPO addresses. Taxpayers residing in the American Possessions of the Virgin Islands, Puerto Rico, America Samoa, Guam, and Northern Marianas, or with foreign country addresses. Taxpayers filing Form 4868 (extension of time to file). Those filing on behalf of deceased taxpayers.   There is no age restriction on who can use the Practitioner PIN method; everyone is eligible to use the Practitioner PIN method. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Practitioner PIN signature method This article explains who can use the Practitioner PIN method and what the ERO must complete for returns prepared using this method. ⚠️ Before You Begin The ERO must complete Form 8879, IRS e-file Signature Authorization, including Part III, for each return that is prepared using this method. 📋 Who Can Use the Practitioner PIN Method? The Practitioner PIN method is open to all EROs. 📊 Eligible Taxpayers The following taxpayers are eligible to use this option: Taxpayers who are eligible to file Forms 1040, 1040-SRor 1040-SS (PR) Military personnel residing overseas with APO/FPO addresses. Taxpayers residing in the American Possessions of the Virgin Islands, Puerto Rico, America Samoa, Guam and Northern Marianas, or with foreign country addresses. Taxpayers filing Form 4868 (extension of time to file). Those filing on behalf of deceased taxpayers. ✅ Age Restriction There is no age restriction on who can use the Practitioner PIN method; everyone is eligible to use the Practitioner PIN method. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Prep Use - Preparer Use Form This form allows you to create up to 25 questions for use in your office. You can set these questions up in Tax Form Defaults if you wish. Only the answers are stored in the SureFire database. ⚠️ Before You Begin You can create up to 25 questions for use in your office. If you want, you can also set these questions up in Tax Form Defaults. Note: Only the answers are stored in the SureFire database. 📊 Step-by-Step Guide Step 1: Enable the form Select the check box at the top of the page if you are using this form. Step 2: Enter your questions and answers Enter the question(s) and answer(s) on lines 1 through 25. Step 3: Add Taxpayer Reminders (carryforward) This section is used to enter notes you wish to be reminded of after you run carryforward next year. This replaces the former way of showing reminders, "flips"". 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Preparer info on state form does not flow from the Main info form It is reported often that this occurs with Massachusetts. Some states require separate fields for FN/MI/LN whereas the Main info sheet has just a single Preparer name field. As such, it can not flow to the state preparer info. ❌ Why This Happens Some states (including Massachusetts) require separate fields for FN/MI/LN, but the Main info sheet only has a single Preparer name field. Because of this mismatch, the preparer information cannot flow to the state preparer info. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Previously had ITIN - Previously had ITIN, now has SSN. Which to use? Once you are issued an SSN, this guide explains which number to use when filing your tax return. ⚠️ Before You Begin Make sure you know which identifier you were previously using (ITIN) and which identifier you have now been issued (SSN). 📊 Step-by-Step Guide Step 1: Use your SSN to file your tax return Use this when you have been issued an SSN. Once you are issued an SSN, use it to file your tax return. Use your SSN to file your tax return even if your SSN does not authorize employment or if you have been issued an SSN that authorizes employment and you lose your employment authorization. Step 2: Stop using your ITIN Use this when you previously used an ITIN but now have an SSN. An ITIN will not be issued to you once you have been issued an SSN. If you received your SSN after previously using an ITIN, stop using your ITIN. Use your SSN instead. 📝 IRS Reference https://www.irs.gov/forms-pubs/using-a-social-security-number-ssn-or-individual-taxpayer-identification-number-itin-when-filing-your-tax-return 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Price sheet not totaling Fees on the price sheet are not totaling, so this information is not flowing to the bank app. When removing the price sheet, it is also not pulling in the information setup on the price sheet in Tax form defaults. ⚠️ Before You Begin Make sure you are ready to restart the return if it is corrupt. 🧩 Step-by-Step Guide Step 1: Delete the corrupt return Use this when you need to fix missing or incorrect totals caused by a corrupt return. Return was corrupt, so delete it and start a new return. Step 2: When prompted to restore, select No Use this when the system asks whether you want to restore the previous (corrupt) return. When asked if you want to restore, select no and carry the data forward. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Price sheet: Error (110) You may not edit This error will occur when you click on a field that is locked and cannot be edited. You will not be able to edit the following items on the price sheet. ❌ What You Cannot Edit You will not be able to edit the following items on the price sheet: SFS transmission fee SFS state transmission fee - SBTPG only SFS technology fee Service bureau fees Protection Plus ✅ Why This Happens These items are listed under the heading "Non-preparer fees"" the fees will pull directly from your approved settlement solution. To update the fees if changes were made 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Printed lines of Form 706/709-Estate and Gift Tax overlapping-SureFire This can occur when your printer is set to use a Windows driver instead of a PCL driver. To correct the problem, follow the steps below. 📊 Step-by-Step Guide Step 1: Open Control Panel Use this when you need to access your printer settings. Click the Windows Start button and then click Control Panel. Step 2: Go to Devices and Printers Use this when you need to find your printer. In the Control Panel window, double-click Devices and Printers. Step 3: Open Printer Properties Use this when you need to change the printer driver. Right-click the appropriate printer and click Printer Properties. Step 4: Add a new driver Use this when you need to switch from a Windows driver to a PCL driver. Click the Advanced tab and then click New Driver. In the Add Printer Driver Wizard window, click Next. Step 5: Select the correct driver Use this when you need to choose a PCL6 driver. In the Manufacturer list, select HP, and then select a driver in the Printer list that matches your printer name, or else, any driver ending with PCL6. Click Next and then click Finish. Step 6: Choose the newly installed driver Use this when you need to apply the driver you just installed. In the Driver drop-down list, select the driver you just installed. Click Apply and then click OK. ✅ Success! You should no longer have this problem printing Form 706 returns. If the problem persists, contact Customer Support at 866-641-9473. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Printing facsimile W-2 forms in SureFire This guide shows you how to print a facsimile Form W-2 in SureFire. ⚠️ Before You Begin You will need: Access to the tax return that contains the W-2 you want to print A printer selected in the SureFire Print dialog (you can change it during printing) 📊 Step-by-Step Guide Step 1: Load the W-2 Use this when you need to open the correct W-2 inside your tax return. Load the desired Form W-2 in the tax return. Step 2: Open the print options Use this to choose the facsimile print option. Right-click the W-2. Select Print W-2 facsimile. Step 3: Print the facsimile Use this to confirm printer settings and start printing. In the SureFire Print dialog box, set Printer and Properties, if desired, and then click Print. ✅ Success! Your facsimile Form W-2 should print using the facsimile option you selected. 📝 Notes SureFire prints a watermark on the facsimile Form W-2, so it cannot be confused with the original document. You are able to set Print Packets to include a W-2 Facsimile. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains what to do if the IRS audits your client and you need to print and submit Schedule K-1 statements. ⚠️ Before You Begin You will need the tax years involved in the audit so you can print the correct K-1 statements. 📊 Step-by-Step Guide Step 1: Understand the limitation In previous years, SureFire did not support adding Schedule K-1 statements to the e-file structure. It also lumped any K-1s beyond three together as a single total without details. Step 2: Follow what the IRS expects during an audit Since then, the IRS has begun matching K-1s to the corporations and partnerships that produce them. Step 3: Print and submit the K-1 statements for the audit years Our developers are working to change this functionality in future versions of SureFire. In the meantime, if the IRS audits your client, you need to print out and send in to the IRS the K-1 statements for the years in question. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Printing price sheets with all form prices This guide shows you how to print all form prices on an invoice. ⚠️ Before You Begin Make sure you have the invoice/return available and can open the price sheet. 📊 Step-by-Step Guide Step 1: Open the return and price sheet Use this when you need to access the price sheet for the invoice. Open the return, and then open the price sheet. Step 2: Print the specific form Use this when you want to print the form with its prices. Right-click that form and then select Print this form. Step 3: Choose the Print Screen Image option and print Use this when you want the SureFire printout to include all form prices. In the SureFire Print dialog box, select the Print Screen Image option under Select Form to Print, and then click Print. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 QBI is not flowing to the QBI section at the bottom of the K-1 P/S If your QBI is not appearing in the QBI section at the bottom of the K-1 P/S, follow the steps below to enter it in the correct place. ⚠️ Before You Begin Make sure you are viewing the correct form: the K-1 P/S. 📊 Step-by-Step Guide Step 1: Scroll to the correct section on the K-1 P/S Use this when you need to enter QBI in the correct location. On the K-1 P/S, scroll down to section z to enter the QBI on the appropriate line. Step 2: Answer the specified service trade question at the bottom Use this when QBI is not showing in the bottom QBI section. Then, at the bottom of the form for Qualifying Business Income Information, answer the question if the business is a specified service trade or business. ✅ Success! After entering QBI in section z and answering the specified service trade or business question at the bottom, your QBI should flow to the QBI section as expected. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 QBI worksheet is not flowing on the return - When worksheet is added wrong info populates on the return when it is ready to print There is an update coming over for this. ⚠️ What to Do Right Now The fix is to have them override any field. They do not have to change anything. This will force it to stay in the return. Note: Their PTP income is included on the QBI worksheet at the bottom. 📊 Step-by-Step Guide Step 1: Override the fields Use this when you need to ensure the QBI worksheet stays in the return. Have them override any field. They do not have to change anything. Step 2: Confirm the worksheet stays in the return Use this to prevent wrong info from populating when it is ready to print. This will force it to stay in the return. ❌ Troubleshooting Note When the worksheet is added wrong, wrong info populates on the return when it is ready to print. Overriding any field (without changing anything) is the recommended workaround until the update is available. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This article explains how to enter qualified dividends by using the Additional Dividend Statement from the Schedule B workflow. ⚠️ Before You Begin You should be working in the Schedule B area where you can access line 5a and related statements. 📊 Step-by-Step Guide Step 1: Open the Additional Dividend Statement Go to the Schedule B, line 5a and link (F9) to the Additional Dividend Statement. Step 2: Enter the qualified dividends Enter the qualified dividends in the appropriate column of this statement. See the F1 help for this form for more information. ❌ Common Errors Make sure you are using the correct statement (Additional Dividend Statement) and that you enter qualified dividends into the appropriate column. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Qualified Dividends This guide explains how to enter qualified dividends using the New Dividend Statement. ⚠️ Before You Begin Make sure you are in your tax return and can access Schedule B. 📊 Step-by-Step Guide Step 1: Open the New Dividend Statement Use this when you need to enter qualified dividends in the correct place. Go to the Schedule B, line 5a and link (F9) to the New Dividend Statement. Step 2: Enter Qualified Dividends Use this to make sure your qualified dividends are recorded in the right columns. Enter the qualified dividends in the appropriate column of this statement. Step 3: Get More Help (Optional) Use this if you need additional details about the form. See the F1 help for this form for more information. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers In this article, you’ll learn how to address: Railroad benefits. ⚠️ Before You Begin Before you make changes, make sure you understand what form/year worksheet your client is working in. 📊 Step-by-Step Guide The United States Railroad Retirement Board issues a Form RRB to report non-Social-Security-equivalent (NSSEB) benefits (balance of tier 1 benefits that are treated as an amount received from a qualified employee plan); any tier 2 benefit, vested dual benefit (VDB), and supplemental annuity benefit. For tax purposes, all of these are treated as an amount received from a qualified employee plan. In most cases, the distribution reported on the RRB-1099-R can be entered on the 1099-R form in Sure-Fire. However, there may be some information for which there is no place on the 1099-R. For instance, if there is an amount in Box 8-Repayment, refer to the IRS instructions, and also to help provided by the RRB at a nearby office or on the Internet at www.rrb.gov   ❌ Common Errors If the issue isn’t resolved, confirm you’ve linked the correct worksheet relationship. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Railroad benefits in SureFire The United States Railroad Retirement Board issues a Form RRB to report non-Social-Security-equivalent (NSSEB) benefits (balance of tier 1 benefits that are treated as an amount received from a qualified employee plan); any tier 2 benefit, vested dual benefit (VDB), and supplemental annuity benefit. For tax purposes, all of these are treated as an amount received from a qualified employee plan. ⚠️ Before You Begin In most cases, the distribution reported on the RRB-1099-R can be entered on the 1099-R form in SureFire. 📊 Step-by-Step Guide Step 1: Enter the RRB-1099-R distribution in SureFire Use this when you need to enter the main distribution information. In most cases, the distribution reported on the RRB-1099-R can be entered on the 1099-R form in SureFire. Step 2: Handle information that does not have a place on the 1099-R Use this when the RRB-1099-R includes details that don’t map to a field on the 1099-R in SureFire. However, there may be some information for which there is no place on the 1099-R. For instance, if there is an amount in Box 8-Repayment, refer to theIRS instructions, and also to help provided by the RRB at a nearby office or on the Internet at www.rrb.gov 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers In this article, you’ll learn how to address: Railroad Tier 1 benefits. ⚠️ Before You Begin Before you make changes, make sure you understand what form/year worksheet your client is working in. 📊 Step-by-Step Guide You can link from line 20a of the 1040 to the 1040 Worksheet 1. Use F1 help while on the worksheet for specific instructions. ❌ Common Errors If the issue isn’t resolved, confirm you’ve linked the correct worksheet relationship. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Range check error when trying to retrieve entry at index 175 on form 1065K-3 This guide explains how to: Uninstall a module - remove federal, state, and bank modules currently installed on your system. Download a module - get the correct module from the SureFire Solution Center website. ⚠️ Before You Begin Before you uninstall or download modules, make sure you have access to the SureFire Solution Center login details (Client ID, User Name, and Password). 📊 Step-by-Step Guide Step 1: Uninstall a module Use this when you need to remove a module that is currently installed on your system. Click Tools Utilities/Setup Assistant. In the Utility window, click Tools Uninstall Modules. A window will appear listing the federal, state, and bank modules currently installed on your system. Select the package(s) you wish to uninstall. Click OK. A message will tell you when the process is complete. Step 2: Download a module Use this when you need to install the correct module (for example, 1065, 1040, etc.). Go to the SureFire Solution Center website. Log in with your Client ID, User Name, and Password. Click the Downloads dropdown. Click on Program Updates. Download the module (1065, 1040, etc in question). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Reasons for common Form 1120-Corporate/1120S-S Corporation e-file rejections The following are some of the most common rejections for Form 1120/1120S e-files: ⚠️ Before You Begin These rejection reasons are specific to how the e-file is created and validated for Form 1120/1120S. ❌ Common Rejection Reasons Punctuation problems Because these e-files are in XML format, they do not have the same rules as Form 1040 e-files, and the program allows punctuation. We will hopefully be able to limit this in the future. Currently, most punctuation is removed at the EFC. Missing dash (-) in SSN or EIN on Schedules K-1 There is a missing dash (-) in the SSN or EIN field on Schedules K-1. Depreciation Worksheets for Form 4562 were not used The Depreciation Worksheets for Form 4562 were not used. They are not always completely necessary, but if the tax return has listed items or vehicles to depreciate, there is not a way to format the Method, Recovery Period, or Convention correctly. The worksheets do this automatically. ERO is Self-Employed and does not have an EIN If the ERO is Self-Employed and does not have an EIN, then the section asking for the Firm Name, Address, etc., should not be completed. Required information not entered in certain fields Required information is not entered in certain fields, such as Business Code. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide CoversThis guide explains the IRS guidance on deducting costs of a home when refinancing.📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 Refund does not reflect the CTC in SureFire 2020 This guide explains how the Child Tax Credit (CTC) amount flows through the 1040 and related forms in SureFire 2020. 📝 What to Check On 1040 Wkt 3, line 12, you should see the amount of Child Tax Credit being credited to the taxpayer(s). 📊 How the Amount Flows Step 1: Verify the CTC amount on 1040 Wkt 3 Use this when you need to confirm the credited Child Tax Credit amount. 1040 Wkt 3, line 12 will show the amount of Child Tax Credit being credited to the taxpayer(s). Step 2: Confirm it flows to Form 8812 Use this when you need to ensure the refundable portion is calculated correctly. This amount will then flow to 8812 to calculate the Additional Child Tax Credit and determine the refundable portion of the Child Tax Credit for the Taxpayer. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Refund Monitor is not showing AGI or refund amount This guide addresses an issue where Refund Monitor is not showing AGI or the refund amount. ⚠️ Before You Begin Check your tax form selection to ensure the correct 1040 box is being used. 📊 Step-by-Step Guide Step 1: Verify the 1040 PR box selection Use this when you need to confirm the correct form is selected. Make sure you did not check the 1040 PR box instead of the 1040 box. ❌ Common Issue 1040 PR box checked instead of 1040 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Refund on a close account This guide explains what to expect when you are due a refund on a close account. ⚠️ Before You Begin Make sure you review the IRS guidance here: https://www.irs.gov/faqs/irs-procedures/refund-inquiries/refund-inquiries-18 📊 What to Expect IRS will mail a paper check 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

❌ Reject Code - R0011 Joint claim and spouse's first name - R0011 Message: Joint claim and spouse's first name, last name, DOB, and/or SSN blank ❌ What This Means On IT-203 page 1, between questions A and B (in red), the filing status is married filing joint. You will be asked: Do you want to file IT-203-C? 🛠️ Step-by-Step Fix Step 1: Check the IT-203-C Question Use this when you need to confirm whether IT-203-C should be filed. On IT-203 page 1 between questions A and B (in red), confirm the filing status is married filing joint and review the question: Do you want to file IT-203-C? Step 2: Answer Yes if the Spouse Had No NY Income Use this when you are using IT-203-C because a spouse had no NY income. If you are using IT-203-C (for example, you are indicating that a spouse had no NY income), this question should be answered Yes. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Reject IND-300-01 and R0000-057-01 This guide explains why the IRS will reject IND-300-01 and R0000-057-01 in certain situations when you are trying to file electronically. ⚠️ Before You Begin Keep in mind: The IRS won’t allow a court appointed rep to receive the refund on 1310 and file electronically unless they’re amending. 🧩 Why You See These Rejects Use this when you need to understand the reason behind the reject codes. Step 1: Understand the IND-300-01 rejection The IRS will reject for IND-300-01 if the 1310 isn’t present. Step 2: Understand the follow-up rejection when 1310 is present If the 1310 is present and Box B is checked, the IRS will reject for F1310-024. Step 3: Know what this means for filing method Because of these reject rules, you end up having to paper file. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Reject-04075-Invalid-ABA-Number and R1035-Invalid-Account-Number If this return is will be refunded via fee collect, review the refund on the fee collect application, you will see that only the federal amounts are included. Add the account information for NY by choosing the option that the refund will be deposited into a different account. Re-create and resend the e-file to New York. ⚠️ Before You Begin You will need access to the fee collect application to review the refund details. 📊 Step-by-Step Guide Step 1: Review the refund in the fee collect application Use this when you need to confirm what amounts are included in the refund. If this return is will be refunded via fee collect, review the refund on the fee collect application. You will see that only the federal amounts are included. Step 2: Add the NY account information for the deposit Use this when you need to ensure New York uses the correct deposit account. Add the account information for NY by choosing the option that the refund will be deposited into a different account. Step 3: Re-create and resend the e-file to New York Use this when you need to submit the corrected information to New York. Re-create and resend the e-file to New York. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Rejection error: MI 130 - Form 1040: When claiming a subtraction on Schedule 1 The return is calculating correctly, but the state of Michigan confirmed that their e-file system cannot accept a return with a Tier 3 standard deduction and a birthdate of 1/1/54. Michigan advised us that the return will need to be paper filed. 🛠️ What to Do Next ⚠️ Before You Begin Michigan will not accept this specific combination through e-file: Tier 3 standard deduction Birthdate: 1/1/54 Step 1: Plan to paper file the return Use this when you need to paper file because Michigan’s e-file system cannot accept the return with the details listed above. ❌ Troubleshooting Note Even though the return is calculating correctly, the rejection is caused by Michigan’s e-file limitations for this specific scenario. The solution is to paper file. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Rejects on April 15th This guide explains what to do if your return was rejected when the filing deadline is April 15, including when you must file the corrected return or a paper return. ⚠️ Before You Begin You’ll need your IRS reject/acknowledgment information (including any notification date) so you know the deadline for correcting and resubmitting. 📊 Step-by-Step Guide Step 1: Know the retransmit window The IRS allows 5 days to retransmit returns that were sent prior to the due date but were rejected. Step 2: If the deadline is April 15, correct by April 20 If the filing deadline is April 15, you would have until April 20 to correct a return that was submitted before the deadline but then rejected. Step 3: If you can’t correct electronically, file a paper return If the taxpayer chooses not to have the electronic portion corrected and transmitted to the IRS, or if it cannot be accepted for processing by the IRS, the taxpayer must file a paper return. Step 4: Know the paper-return filing deadline To be filed timely, the paper return must be filed by the later of: the due date of the return, or ten (10) calendar days after the IRS gives notification that the electronic portion of the return was rejected or cannot be accepted for processing. Step 5: Include an explanation The paper return should include an explanation of why the return is being filed after the due date. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains how to remove exemptions for dependents claimed on other returns. 📝 Instructions On the Main Info sheet, line 6 calculates an exemption for the taxpayer, as well as one for the spouse when Married Filing Jointly. Below line 6, there are checkboxes (line 6a or 6b) that must be selected if the taxpayer or spouse is being claimed as a dependent on another person's return.If you are listing a dependent that can be claimed as an exemption on another taxpayer's return, but the dependent is a qualifying child for Earned Income Credit or Child and Dependent Care Credit purposes, enter 0 in the Code column of the dependent section of the Main Info sheet. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Removing exemptions for dependents claimed on other returns This guide explains how the Main Info sheet handles exemptions for the taxpayer, spouse (if Married Filing Jointly), and what to do when a dependent is being claimed on someone else’s return. ⚠️ Before You Begin Before making changes, confirm whether the taxpayer or spouse is being claimed as a dependent on another person’s return. 📊 Step-by-Step Guide Step 1: Review the Main Info sheet exemptions Use this when you need to understand how exemptions are calculated on the Main Info sheet. On the Main Info sheet, line 6 calculates an exemption for the taxpayer, as well as one for the spouse when Married Filing Jointly. Below line 6, there are check boxes (line 6a or 6b) that must be selected if the taxpayer or spouse is being claimed as a dependent on another person's return. Step 2: Enter 0 for certain qualifying children (EIC / Child and Dependent Care) Use this when you are listing a dependent who can be claimed on another taxpayer’s return, but still qualifies for specific credits. If you are listing a dependent that can be claimed as an exemption on another taxpayer's return, but the dependent is a qualifying child for Earned Income Credit or Child and Dependent Care Credit purposes, enter 0 in the Code column of the dependent section of the Main Info sheet. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Rental losses from Form Sch E Use the guidance below to verify the passive loss limitations for rental losses reported on Form Sch E. ⚠️ Before You Begin Verify that the modified adjusted gross income (AGI) on Form 8582, Pt. II, Line 6 is: Not more than $150,000 Not more than $75,000 if married filing separately 📊 Key Notes Note: No passive losses are allowed, but they will be carried forward to next year. 📝 Reference See the IRS Instructions for Form 8582 - Passive Activity Loss Limitations. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Rental payments received from real estate entered on the Trial balance worksheet are not flowing to form 1065 This guide explains where rental activity should flow on Form 1065 and which forms/lines are involved. 🧩 Key Point About Where Rental Activity Flows Use this when you need to confirm the correct reporting location for rental activity for a partnership. Step 1: Understand what Form 1065 page 1, line 1a is for Form 1065 page 1, line 1a is for reporting gross receipts, not rental activity. Step 2: Use Form 8825 for partnership rental activity Rental activity for a partnership is reported on Form 8825. Step 3: Confirm the correct line flow into Form 1065 The income or loss from Form 8825, line 17 flows to Form 1065, page 4, line 2. Step 4: Verify the Schedule K-1 line Then it flows on to the Schedule K-1, line 2 - Net Rental real estate income. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains how to use the Rental Worksheet for Property 1C on Schedule E when there is royalty income from K-1 P/S Worksheets. SureFire uses line C for any royalty income from K-1 P/S (partner/shareholder) Worksheets. The form displays the words "FROM K-1" in the Address field when there is royalty income coming from one or more K-1 P/S Worksheets.                                 If the client has K-1s, fill in a K-1 worksheet for each before completing Schedule E. If the client does not have K-1 income, you can use this line for a third property. However, you cannot link to Rental Worksheet for this line. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers In this article, you’ll learn how to address: Repayment of the First-Time Homebuyer Credit. ⚠️ Before You Begin Before you make changes, make sure you understand what form/year worksheet your client is working in. 📊 Step-by-Step Guide According to IRS instructions:   Part II. Repayment of the Credit If you purchased the home in 2008 and you owned it and used it as your main home during all of 2012, you must continue repaying the credit with your 2012 tax return. You do not have to file Form 5405. Instead, enter the repayment on your 2012 Form 1040, line 59b, or Form 1040NR, line 58b, whichever applies. If you are required to repay the credit because you disposed of a home you purchased, or that home ceased to be your main home, you generally must repay the entire credit (or the balance of the unpaid credit in the case of a 2008 purchase) with your 2012 tax return. An exception applies if your home was destroyed or condemned, or you disposed of the home under threat of condemnation, and you did not acquire a new main home within 2 years of the event. (See the instructions for lines 3f and 3g earlier.) Another exception applies for certain members of the uniformed services or Foreign Service or employees of the intelligence community (see the instructions for line 2 earlier).   ❌ Common Errors If the issue isn’t resolved, confirm you’ve linked the correct worksheet relationship. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide shows you how to report Employer Health Insurance amounts on the W-2 using the correct Box 12 code and how to set up the deduction in Sure-Fire. ⚠️ Before You Begin Before you start, make sure you: Have the employee set up in Sure-Fire Know the correct Box 12 code to use (DD for ER Health Cvrg) 📊 Step-by-Step Guide Step 1: Create the new deduction Go to the Payroll or ATF Payroll Menu — → Deductions — → New Deduction Step 2: Mark it as an Employer contribution Check the Employer Contribution box Step 3: Set up the calculation tabs Click the Calculation tab, then click the Tax Reporting box Step 4: Choose the correct W-2 Box and Box 12 code In the W2 Box, select 12 - Miscellaneous. From the Box 12 Code, select DD-ER Health Cvrg. Step 5: Save your changes Click Ok, click Ok, then click Close Step 6: Add the deduction to the employee Make sure to add the deduction to the employee. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Reporting 1099-K income in a 1040-Individual return using SureFire This guide explains when you should receive Form 1099-K and how to report the income in your 1040-Individual return using SureFire. ⚠️ Before You Begin You should receive Form 1099-K by January 31st if, in the prior calendar year, you received payments: from payment card transactions (e.g., debit, credit or stored-value cards), and/or in settlement of third-party payment network transactions above the minimum reporting thresholds of - gross payments that exceed $20,000, AND more than 200 such transactions 📚 What You Need to Know About Reporting 1099-K Income You must report on your income tax return all income you receive from your business. You must report on your income tax return all income you receive from your business. In most cases, your business income will be in the form of cash, checks, and debit/credit card payments. Business income is generally referred to as gross receipts on income tax returns. Therefore, you should consider the amounts shown on Form 1099-K, along with all other amounts received, when calculating gross receipts for your income tax return. If the owner of a small business is reporting a 1099-K, it is reported on Sch C and included on Sch C, Page 1 Part I: Income. If the owner of a small business is reporting a 1099-K, it is reported on Sch C and included on Sch C, Page 1 Part I: Income 📊 Step-by-Step Guide Step 1: Enter your gross receipts on Sch C Use this when you need to report 1099-K amounts as part of your business income. Go to Line 1 Gross receipts or sales and click the amount column. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide CoversThis guide explains the tax rules for alimony (what is taxable and what is deductible), and which form types you must use.⚠️ Before You BeginYou will need the information needed to report alimony to the IRS.📊 Step-by-Step GuideStep 1: Know who taxes alimonyAlimony is taxable to the person who receives it.Alimony is deductible to the person who pays it.Step 2: Provide the Social Security Number (SSN)If you receive alimony, you must give your Social Security Number to the payer.Not providing this could result in a penalty.Step 3: Use the correct tax return formIf you receive or pay alimony, you must use Form 1040.This cannot be reported on Forms 1040A or 1040EZ.Step 4: Confirm child support rulesChild support is not taxable or deductible.📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 What is Alimony Reporting? This guide explains the basic IRS reporting rules for alimony—what is taxable, what is deductible, and where to report it on your Form 1040 Schedule 1. ⚠️ Before You Begin Alimony has specific tax treatment and reporting requirements. If you receive alimony, you must provide your Social Security Number to the payer. Not doing so could result in a penalty. Tip: Review IRS Publication 504 to determine if either alimony received or alimony paid is required to be reported. 📊 Step-by-Step Guide Step 1: Understand the tax treatment Use this to confirm how alimony is treated for tax purposes. Alimony is taxable to the person who receives it. Alimony is deductible to the person who pays it. Step 2: If you receive alimony, provide your Social Security Number Use this to avoid penalties. If you receive alimony, you must give your Social Security Number to the payer. Not doing so could result in a penalty. Step 3: Report alimony received on Form 1040 Schedule 1 Use this to enter the correct amount on the correct line. Alimony received is reported on 1040 Sch 1, Part I, line 2a. Step 4: Report alimony paid on Form 1040 Schedule 1 Use this to enter the correct amount on the correct line. Alimony paid is reported on 1040 Sch 1, Part II, line 19a. ❌ Important Note NOTE: Please review Pub 504 to determine if either is required to be reported. 📝 Spanish Version Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu: Reportando la pensin alimenticia 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This guide explains how to report 1099-MISC income in the correct place in your return. ⚠️ Before You Begin You will need your Form 1099-MISC information (payer details and the types of income shown) so you can choose the correct reporting location. 📊 Step-by-Step Guide Step 1: Link 1099-MISC entries based on the type of income Use this when you need to report what is shown on your 1099-MISC. If the 1099-MISC reflects income for someone who is self-employed, you would link (press F9) from line 1 of the Federal Schedule C to a New 1099MISC. If it was miscellaneous income as a subcontractor or babysitter, etc., link from line 21 of page 1 of Form 1040 to a New 1099MISC. If it is income that needs to be reported on Schedule E, link from line 3 for Rents or line 4 for Royalties on Schedule E. Complete this form exactly as it is on the form that you received from the payer. Note: If this is considered non-employee compensation, it should probably be reported as earnings from self-employment on Schedule C. If this is not done correctly, the IRS will send a letter to the taxpayer asking for proof that this should not be self-employment income. Check with the taxpayer to see what type of income the form is reporting, and see the Schedule C or Schedule SE instructions to find where this should be reported. There should also be information on the back of Form 1099-MISC to help you with this conclusion. If you are still in doubt, check with the payer or with the IRS. ❌ Common Errors If you are unsure whether your income should be treated as self-employment (Schedule C/SE) vs. other income, confirm with the payer or the IRS before filing. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Reporting K1 (1065) 754 Basis Depreciation Adjustment on a 1040 Return Filing a 1040 return with a K1 (1065), with amounts reported on Line 13 W - Other deduction, for 754 Basis adjustment depreciation. Line states to report amount here manually in the rest of the return. The program does not calculate. ⚠️ Before You Begin Before you enter any 754 basis depreciation adjustment on your 1040, it helps to understand how Section 754 depreciation is intended to work. 📚 What This Guide Covers How Section 754 depreciation adjustments are typically handled when they appear on the K-1 supplemental information page. Whether you usually need to report the adjustment on your individual (1040) return. 📝 Key Information A Section 754 depreciation is usually used to reduce the income reported on the K-1 on the partnership side. So a section 754 depreciation adjustment reported on the supplemental information page of a K-1 does not usually need to be reported anywhere on the individual tax return. 🔎 Notes If your K-1 includes a Section 754 basis depreciation adjustment on the supplemental information page, it generally does not flow to the individual return because it is typically already accounted for on the partnership side. ❌ Troubleshooting If you are trying to enter an amount on Line 13 W - Other deduction for a 754 Basis adjustment depreciation, note that the line indicates the amount should be reported manually in the rest of the return, and the program does not calculate. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Reporting Multiple Bulk Sales in SureFire This guide explains how to handle the sale of a property that has multiple depreciable components (for example, a building and a new roof depreciating separately). ⚠️ Before You Begin Use this process when you have multiple Business Asset Worksheets related to a single property sold. Example: a building and a new roof depreciating separately You will update all worksheets related to the property 📊 Step-by-Step Guide Step 1: Enter the date sold on every related worksheet Use this when you need to ensure all components of the property reflect the same sale date. On all worksheets related to the property (e.g., the worksheet for the building, the worksheet for the new roof, etc.), enter the date sold. Step 2: Link the worksheets by entering the same number Use this when you need SureFire to treat the worksheets as related to each other. On all worksheets related to the property, type a number in the first field shown in the illustration below. Type the same number on each worksheet. For example, type the number 1. This tells SureFire that the worksheets are related to each other. If you have two properties sold, each with multiple worksheets, type the number 1 on all worksheets related to the first property and the number 2 on all worksheets related to the second property. You can handle up to nine sales in this way. Step 3: Designate the building worksheet as the Main worksheet Use this when you need to choose which worksheet will hold the selling price and selling expense. On the worksheet for the building, select the check box to designate it as the Main worksheet. Step 4: Enter selling price and selling expense on the Main worksheet only Use this when you need to avoid duplicating selling amounts across multiple worksheets. On the Main worksheet only, enter the selling price and selling expense. ✅ Success! SureFire will accumulate the cost, basis adjustments, and depreciation for all items on the Main worksheet. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Republic Bank and the Easy Advance option This article explains key requirements and limitations when using the Easy Advance only option for Republic Bank. ⚠️ Before You Begin You should know the following before transmitting a return using Easy Advance: If the Easy Advance only option is selected in the Bank Product Analysis section, the preparer must collect all fees before transmitting the return. Funds through Easy Advance can only be disbursed on the XR card or by direct deposit. 📝 Notes This option is not available for EROs or preparers in Illinois. The deadline for taxpayers to apply for Easy Advance is February 29, 2016. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Return e-filed with incorrect return information If the return is accepted then you have the option to amend the return if possible. If the return is rejected then you can make any corrections and and recreate the e-file 📊 Step-by-Step Guide Step 1: Check whether your return was accepted If the return is accepted, you have the option to amend the return if possible. Step 2: If your return was rejected, make corrections and recreate the e-file If the return is rejected, you can make any corrections and and recreate the e-file. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Routing Transit Numbers (RTN) Make sure that you are entering the correct number in the correct field. ⚠️ Before You Begin The Routing Transit Number (RTN) must contain nine numeric characters. Important: The first two positions must be: 01 through 12, or 21 through 32 📊 Step-by-Step Guide Step 1: Enter the RTN in the correct field Use this when you need to ensure the RTN is entered where the system expects it. Make sure that you are entering the correct number in the correct field. Step 2: Verify the RTN format Use this to confirm the RTN meets the required rules. The Routing Transit Number (RTN) must contain nine numeric characters. The first two positions must be 01 through 12, or 21 through 32. Step 3: If the first two positions are not correct, confirm with your bank Use this when the RTN you entered doesn’t match the required pattern. If these numbers are not correct, youneed to check with the bank for the correct RTN. ❌ Common Errors RTN is not 9 digits (it must contain nine numeric characters). First two positions are incorrect (must be 01 through 12, or 21 through 32). If these numbers are not correct, youneed to check with the bank for the correct RTN. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This article explains the general IRS deadlines for S & C Corporations and how extensions work. 📊 Step-by-Step Guide Step 1: Know the default filing requirement In general, all businesses operating in the U.S. are required to report their activities to the IRS by filing annual tax returns. Step 2: Use the correct due dates for the return type The due date and type of tax return that is filed depends on the type of business entity. Step 3: If you need more time, file Form 7004 If a business cannot file on time, Form 7004 should be submitted to request a tax extension. Important: Form 7004 must be filed by the original due date of the business’ tax return. Step 4: Understand the extension period Depending on the type of business, the IRS will grant a five- or six-month extension period, beginning on the date the tax return was originally due. Step 5: Review the key deadline dates The deadline for both 1120 tax returns is: 15th of April (original) 15th of September (extended returns) Please note these deadlines can change via the IRS. Check www.irs.gov for the most recent information. ❌ Important Note NOTE: If a corporation files based on the fiscal year, the original filing due date is the 15th day of the 3rd month following the close of the taxable year. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide shows you how to complete the “Sale of Multiple Depreciable Assets” information across the correct depreciation worksheets. ⚠️ Before You Begin You will need the depreciation information you completed earlier in Section 1a at the top of all depreciation worksheets. 📊 Step-by-Step Guide Step 1: Find the correct worksheet section Go to the Sale of Depreciable Asset section of the first Depreciation Worksheet that includes items in this sale. At the beginning of this section, you will see a paragraph of text. The first entry next to this paragraph is for the property number. Enter a number in the property number field. Enter the same number on all assets that belong to this group. This number tells Sure-Fire that the assets belong together in the same sale. Step 2: Mark the checkbox on the first worksheet only Locate the second entry (the checkbox). Mark this box on the first worksheet. Do not mark the box on any other worksheets. On this worksheet, complete the Sale of Depreciable Asset section, including the date sold, selling price, and selling expense. Step 3: Complete the remaining worksheets in the group Go to all other worksheets for assets included in this sale. In the Sale of Depreciable Asset section, enter the property number (the same number as on the first worksheet). Enter the date sold. Do not enter any other information in the Sale of Depreciable Asset section. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Sale of Multiple Depreciable Assets This guide explains how to enter a sale that includes multiple depreciable assets across your depreciation worksheets. ⚠️ Before You Begin This explanation assumes that you have completed the depreciation information in Section 1a at the top of all depreciation worksheets. 📊 Step-by-Step Guide Step 1: Start with the first depreciation worksheet in the sale Use this when you need to begin entering sale details for a group of assets. Go to the Sale of Depreciable Asset section of the first Depreciation Worksheet that includes items in this sale. At the beginning of this section, you will see a paragraph of text. The first entry next to this paragraph is for the property number. Enter a number in this entry. You will enter the same number on all assets that belong with this group. This number tells SureFire that the assets belong together in the same sale. Step 2: Mark the checkbox only on the first worksheet Use this to ensure SureFire only treats one worksheet as the primary entry for the sale details. The second entry here is a checkbox. Mark this box on the first worksheet. Do not mark the box on any other worksheets. On this worksheet, complete the Sale of Depreciable Asset section, including the date sold, selling price, and selling expense. Step 3: Enter only the required fields on all other worksheets Use this when you need to include additional assets in the same sale without duplicating sale totals. Go to all other worksheets for assets included in this sale. In the Sale of Depreciable Asset section, enter the property number (the same as on the first worksheet) and the date sold. Do not enter any other information in the Sale of Depreciable Asset section. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This article explains the content for Sch A (1040) line 28 / MeF-related entries. ⚠️ Before You Begin Before you start, make sure you are working in the correct MeF/return context where these line items apply. 📊 Step-by-Step Guide Step 1: Review the line 28 entry Use this when you need to: Line 23 - Other Deductions can be anything.                                                 ❌ Common Errors If your amounts do not flow correctly, double-check you selected the correct lines/fields for the return type you are filing. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Sch A Line 16 for W2G Gambling Losses in SureFire This article explains what to enter on 1040 Schedule A, Line 16 in SureFire, including when you must link to the “NEW Other Deducts - Schedule A Line 16 Other Deductions” statement. ⚠️ Before You Begin Before entering amounts on Schedule A Line 16, make sure you understand whether you are: Entering a single item directly (no supporting form linked), or Linking to the statement because certain conditions apply. 📊 Step-by-Step Guide Step 1: Enter a single item (if applicable) If you have only one item to list on this line and there is no supporting form on which to enter it, then enter the type of deduction in the Type field and the amount in the Amount field. Step 2: Link to the statement when required If either of the following applies, you must link to the NEW Other Deducts - Schedule A Line 16 Other Deductions statement from the Type or Amount field and enter all items on the statement: Note: The expense type can only be the following and must be spelled exactly as it appears and is case sensitive: SCHEDULE K-1 Form 4684 Form 4797 Form 2106 W2G losses Step 3: Understand what SureFire calculates if you are not using the statement If you are not using the statement, SureFire calculates the following amounts to the ***Amount field: Gambling losses that you enter on Form W-2G, but not more than the amount of gambling winnings reported in box 1 of Form W-2G. Casualty and theft losses of income-producing property from Form 4684, lines 35 and 41b, or Form 4797, line 18a. Federal estate tax on income in respect of a decedent from the Beneficiary's K-1 worksheet. Other deductions, portfolio, from the Partners and Shareholders K-1 worksheet. Impairment-related work expenses of a disabled person from Form 2106 or 2106-EZ. For more details on these and other deductions not subject to the 2% limit, see Publication 529, Miscellaneous Deductions. Step 4: Manually enter amounts if you are using the statement If you are using the statement, you must manually enter on the statement each amount from supporting forms. Otherwise, they are not included on line 28. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Sch A1 (706): Listing more than 8 people on page 2, line 10 If you need to list more than 8 people who received interests, link (press F9) at the checkbox for line 10 to add an additional worksheet. ⚠️ Before You Begin You may need to add an additional worksheet when you have more than 8 people to report on page 2, line 10. 📊 Step-by-Step Guide Step 1: Link at the checkbox for line 10 If you need to list more than 8 people who received interests, link (press F9) at the checkbox for line 10 to add an additional worksheet. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Sch B is not checking off in the forms tree in SureFire (shows as unused) Use Schedule B for all interest income, even if the amount is $1,500 or less. ⚠️ Before You Begin If Schedule B does not have to be filed because the $1500 rule or other requirements are not met, SureFire does not print Schedule B with the tax return or include it in the IRS electronic file. However, SureFire does include the interest and dividend income on the correct lines of the tax return. ✅ Success! If Schedule B is showing as unused, that can be expected when it is not required to be filed. Your interest and dividend income will still be reported on the correct lines of the tax return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Sch C line 30 not calculating information from 8829 line 36 This guide walks you through how to ensure the information from Form 8829, line 36 flows correctly into Schedule C, line 30 in SureFire. ⚠️ Before You Begin Make sure you have: Form 8829 available to print Schedule C open so you can enter the values into line 30 📊 Step-by-Step Guide Step 1: Print 8829 with information Use this when you need to generate the 8829 values you will copy into Schedule C. Print 8829 with information. Step 2: Remove Form 8829 Use this to clear the form so the calculation flow can be corrected. Remove form 8829. Step 3: Go to Sch C line 30 and access the 8829 link Use this to locate the option that references 8829 for Sch C line 30. Go to Sch C line 30 F9 to 8829. Step 4: Enter the information from the printed 8829 Use this to manually transfer the correct values into Schedule C. Enter information from printed 8829. Step 5: Confirm the information flows to Sch C line 30 Use this to verify the fix worked. Information then flows to Sch C line 30. ✅ Success! After entering the values from the printed 8829, the information should flow into Sch C line 30. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Sch C line 31 should be zero (excess loss carryover) This guide explains why Schedule C (Sch C) line 31 may need to be zero, and how the loss can carry over into the next year depending on which investment box you check. ⚠️ Before You Begin Before making changes, review the instructions for: Sch C line 31 Sch C line 32 (including 32a and 32b) Sch C line 33 (including 33b) Schedule 1 and how it flows to Form 1040 Form 6198 (if applicable) 📊 Step-by-Step Guide Step 1: Understand what Sch C line 31 is doing Use this when you see that Sch C line 31 shows a loss. On Sch C line 31, the amount is a loss. Based on the Sch C line 31 instructions, if there is a loss, it goes to line 32. Step 2: Check Sch C line 32 instructions (32a vs. 32b) Use this when you need to determine whether the loss flows through or carries over. Line 32 has a 32a and a 33b. Based on the instructions for this line, you must check the box that describes your investment: If you check box 32a (as is the case on this return), the amount will flow to: Sch C, line 31 Schedule 1 and then to 1040 If line 32b applies (for some investment at risk): In addition to completing Form 6198, Sch C line 31 will be zero and the loss will carry over ❌ Troubleshooting / Common Confusion The customer believes the excess loss to the income should be carried over into the next year. However, whether the loss carries over depends on which investment box is checked on Sch C line 32: If 32a is checked, the loss flows through to Schedule 1 and then to 1040. If 32b is checked (investment at risk), then after completing Form 6198, Sch C line 31 should be zero and the loss carries over. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Sch E is not flowing to 1040 page 1 line 17 - Income $249K from K-1 2017 Instructions for Schedule E (Form 1040) Page E-3 Exception for Certain Rental Real Estate Activities If you meet all of the following conditions, your rental real estate losses are not limited by the passive activity loss rules, and you do not need to complete Form 8582. If you do not meet all of these conditions, see the Instructions for Form 8582 to find out if you must complete and attach Form 8582 to figure any losses allowed. ⚠️ Before You Begin Use the conditions below to determine whether your rental real estate losses are limited by the passive activity loss rules and whether you need to complete Form 8582. 📊 Step-by-Step Guide Step 1: Confirm Your Rental Real Estate Activities Meet the Conditions Use this when you need to check whether you qualify for the exception. 1. Rental real estate activities are your only passive activities. 2. You do not have any prior year un-allowed losses from any passive activities. Step 2: If You Have an Overall Net Loss, Verify All Additional Requirements Use this when you have an overall net loss from these activities. 3. All of the following apply if you have an overall net loss from these activities: a.You actively participated (defined below) in all rental real estate activities; b. If you are married filing separately, you lived apart from your spouse all year; c. Your total net loss from these activities is $25,000 or less ($12,500 or less if married filing separately); d. You have no disallowed credits from the current or prior year from passive activities; e. You have no interest in a rental real estate business as a limited partner or beneficiary of an estate or trust. Step 3: Check the Additional Listed Conditions (Alternative/Expanded List) Use this when reviewing the later list of conditions shown in the instructions. a. You actively participated (defined later) in all of the rental real estate activities; b. If married filing separately, you lived apart from your spouse all year; c. Your overall net loss from these activities is $25,000 or less ($12,500 or less if married filing separately); d. You have no current or prior year unallowed credits from passive activities; e. Your modified adjusted gross income (defined later) is $100,000 or less ($50,000 or less if married filing separately); and f. You do not hold any interest in a rental real estate activity as a limited partner or as a beneficiary of an estate or a trust. ❌ Common Errors If you do not meet all of the conditions listed above, you must see the Instructions for Form 8582 to find out if you must complete and attach Form 8582 to figure any losses allowed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Sch E limitation This article explains the maximum special allowance for Sch E and how it changes based on your Modified Adjusted Gross Income (MAGI). ⚠️ Before You Begin To follow along, you should know your: Filing status (single, married filing joint, married filing separate) Modified Adjusted Gross Income (MAGI) 📊 Maximum Special Allowance Use this when you need to find the maximum special allowance amount for your tax year. Maximum special allowance. The maximum special allowance is: $25,000 for single individuals and married individuals filing a joint return for the tax year, $12,500 for married individuals who file separate returns for the tax year and lived apart from their spouses at all times during the tax year, and $25,000 for a qualifying estate reduced by the special allowance for which the surviving spouse qualified. 📊 How MAGI Affects Your Special Allowance Use this when you need to determine how much you can deduct based on your MAGI. If your modified adjusted gross income (MAGI) is $100,000 or less ($50,000 or less if married filing separately), you can deduct your loss up to the amount specified above. If your MAGI is more than $100,000 (more than $50,000 if married filing separately), your special allowance is limited to 50% of the difference between $150,000 ($75,000 if married filing separately) and your MAGI. 📊 When There Is No Special Allowance Use this when you want to know whether you qualify for any special allowance. Generally, if your MAGI is $150,000 or more ($75,000 or more if you are married filing separately), there is no special allowance 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Sch E loss is not flowing to 1040 If the AGI is over the $150,000 limit, the loss is carried over to the next year. ⚠️ Before You Begin Check your AGI amount to confirm whether it is over the $150,000 limit. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Sch K-1 - On the K-1 line 16d for distribution On the K-1 line 16d for distribution, there is no line to enter information. Customer wants to know where that is entered. ⚠️ Before You Begin Per IRS instructions on this line: 📚 What This Guide Covers This article explains what the IRS instructions say about Schedule K-1, Line 16d for Individual Shareholders' Distributions. 📝 IRS Instructions for Line 16d (Distribution)   Individual Shareholders' Distributions Each shareholder's distribution amount for the corporation's fiscal year should be reported on Schedule K-1, Line 16, with a reference code of "D." When the shareholder follows the IRS instructions for Schedule K-1 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Sch K-1 data from 1065 will not import into the 1040 K-1 worksheet It appears the import link is not working. Workaround: Each time you make a change on the 1065 return, you will need to repeat steps 1-3 below. 📊 Step-by-Step Guide Step 1: Re-enter the 1065 EIN on the 1040 K-1 page Use this when you need to refresh the import connection. On 1040 Return - Remove and re-enter the 1065 EIN number on the K 1 P/S page 1 (verify it is the same number on the 1065 return). Step 2: Import prompt appears Use this when the system asks to bring in the K-1 data. You will be prompted to import the K-1 data. Step 3: Click the import error Use this when you see an error related to importing return data. Click on the error (757) - Error Importing return data for Form:1065 K-2 Entry 63 Step 4: Confirm the SSN matches the 1065 Use this when the import fails due to mismatched taxpayer/spouse identifiers. Verify that the SSN for the Taxpayer or Spouse is the same number on the Form 1065. Step 5: Make sure the K-1 belongs to the correct person on the 1040 Use this when the K-1 is assigned to the wrong party on the 1040. Also make sure that on the 1040 return the form K1 P/S page 1, check the box to ensure K1 belongs to the Spouse or the Taxpayer. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers In this article, you’ll learn how to address: Sch K-1: Some lines do not have place to enter information. ⚠️ Before You Begin Before you make changes, make sure you understand what form/year worksheet your client is working in. 📊 Step-by-Step Guide If there are lines filled in on the client's Schedule K-1 that are not included on this worksheet, you need to enter that information directly on the proper form. If there is any question about how a particular line on Sch K-1 should be handled on the tax return then that line is not included on the K-1 worksheet. These lines will normally have "Enter manually" shown in the Where Entered column, or they are not applicable to the return. If you have a question as to where the information should go in the return, press SHIFT+F1 to open the K-1 instructions.   ❌ Common Errors If the issue isn’t resolved, confirm you’ve linked the correct worksheet relationship. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Sch K-1: Some lines do not have place to enter information If there are lines filled in on the client's Schedule K-1 that are not included on this worksheet, you need to enter that information directly on the proper form.   If there is any question about how a particular line on Sch K-1 should be handled on the tax return, or if the line relates to a form not supported by SureFire, then that line is not included on the K-1 worksheet.   These lines will normally have "Enter manually"" shown in the Where Entered column ⚠️ Before You Begin Make sure you identify any Sch K-1 lines that are filled in on the client's document but are not included on the worksheet. 📊 Step-by-Step Guide Step 1: Check for missing lines on the worksheet If the client's Schedule K-1 has lines filled in that are not included on the worksheet, those lines must be entered elsewhere. Step 2: Enter the information directly on the proper form Enter the missing line information directly on the proper form. Step 3: If you are unsure, do not rely on the K-1 worksheet If there is any question about how a particular line on Sch K-1 should be handled on the tax return, or if the line relates to a form not supported by SureFire, then that line is not included on the K-1 worksheet. Step 4: Look for the "Enter manually"" indicator These lines will normally have "Enter manually"" shown in the Where Entered column. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers Schedule M (Form 1040/1040A): when and how to enter the Social Security number for certain credits. 📊 Step-by-Step Guide Step 1: Read what Schedule M says about Social Security numbers Schedule M instructions state: “To take either credit, you must include your social security number (if filing a joint return, the number of either you or your spouse).” Step 2: Understand how this works on a joint return To claim the Making Work Pay Tax Credit or the Government retiree credit on a joint return, only one SSA-assigned Social Security number is required. As long as one spouse has a Social Security number and includes it on the return, neither spouse is disqualified from claiming the credit. Step 3: Use the IRS resource for more details Visit the Making Work Pay Tax Credit page at http://www.irs.gov/newsroom/article/0,,id=204447,00.html on IRS.gov for more information. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Title: Sch SE (1040): Line 3 does not include Form 1040, line 29 amountIn this article, you will learn how to correct the Schedule SE line 3 total when Form 1040 line 29 amount is not being included.⚠️ Before You BeginHave your tax worksheet open so you can link the correct amounts.📊 Step-by-Step GuideRemove the amount from line 29 of Form 1040.Press F9 to link line 29 to the SE Plan Worksheet - SE Health Insurance and Retirement Worksheet.Complete the SE Plan Worksheet - SE Health Insurance and Retirement Worksheet.Return to Schedule SE to confirm the amount is reflected on Schedule SE, line 3 total.📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 What is Sch SE page 1 (Short Sch SE)? SureFire does not support/offer Sch SE page 1 (Sch SE short form) and starting in 2020 Tax season, the short form of Sch SE has been eliminated and is no longer in use. ⚠️ Before You Begin If you are looking for the short form of Sch SE page 1, please note that it is no longer available for use starting in the 2020 Tax season. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains when to use Part III of Schedule D (Form 1040) to calculate your maximum capital gains rate tax. When Part III applies How to identify the conditions ⚠️ Before You Begin Before you start, you should have your Forms 1040 and Schedule D information available. 📊 Step-by-Step Guide Step 1: Confirm you have a net capital gain Check that there is a net capital gain. A net capital gain exists if both lines 15 and 16 of Schedule D are gains. Remember: line 15 is net long-term capital gain or loss, and line 16 is net long-term capital gain or loss combined with any net short-term capital gain or loss. Step 2: Confirm your taxable income (Form 1040, line 43) is more than zero Verify that the taxable income on Form 1040, line 43, is more than zero. Step 3: Check for situations that require worksheets If you have any of the following, you may need to use the Schedule D Tax Worksheet to calculate your tax: Collectibles gain Gain on qualified small business stock Unrecaptured section 1250 gain For more information, see the Schedule D instructions. In Sure-Fire, this worksheet is at the top of Schedule D Worksheet 1. ❌ Common Errors Do not use Part III unless both conditions are met. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This article explains Schedule E limits when e-filing, including how many Sch. E forms and properties you can include electronically. ❌ Important Limits for E-Filing When it comes to a return with multiple rental properties, there are some limitations when E-Filing. Currently, the limit is a maximum of 15 Sch. E forms (including Sch E Dup) with a total of 45 properties. While there is a limit for sending a return electronically, there is no limit for how many can be in the actual return. Just know that anything past the limit stated above would cause the return to have to be mailed to the IRS or state agency by US Mail. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket                                        

🔍 What This Guide Covers This article explains common checks to make sure a Schedule E loss carries correctly to your Form 1040. ⚠️ Before You Begin You will need to review the worksheet options and your return filing information (including AGI and filing status). 📊 Step-by-Step Guide Step 1: Check the at-risk checkbox for each property For each property, mark the checkbox on the worksheet below line 26 which is titled. If you mark the “Some not at risk?” checkbox, the entire loss may not be deductible. See the at-risk rules for more information. Step 2: Confirm Active Participation If you have not marked the Active Participation checkbox Yes, the loss will be treated as a passive loss rather than a rental loss and limited to passive activity income. See the passive activity rules for more information on the deductibility of the passive loss. Step 3: Check MFS / lived-with-spouse rule A loss on the Schedule E is not allowed if the filing status of the return is MFS (filing status 3) and you have marked the box that they have lived with their spouse during the year. Step 4: Verify AGI limit If your Modified AGI is over $100,000 ($50,000 for Married Filing Separately and didn’t live with the spouse), any loss is limited. See the IRS instructions for more information. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Schedule E loss is not carrying over to Form 1040-Individual-SureFire This article explains common reasons a Schedule E loss may not carry over to Form 1040-Individual-SureFire. ⚠️ Before You Begin Review the worksheet items below line 26 and confirm the related check boxes are marked correctly. 📊 Step-by-Step Guide Step 1: Check the “Some investment is not at risk?” box Use this when you need to confirm whether the loss may be deductible. For each property, mark the check box on the worksheet below line 26 which is titled. If you mark the Some investment is not at risk? check box, the entire loss may not be deductible. See the at-risk rules for more information. Step 2: Confirm “Did you actively participate in the rental activity during 20xx?” Use this when you need to determine whether the loss is passive. If you have not marked the Did you actively participate in the rental activity during 20xx check box Yes, the loss will be treated as a passive loss rather than a rental loss and limited to passive activity income. See the passive activity rules for more information on the deductibility of the passive loss. Step 3: Verify MFS filing status and spouse living situation Use this when you need to check whether the loss is disallowed. A loss on the Schedule E is not allowed if the filing status of the return is MFS (filing status 3) and you have marked the box that they have lived with their spouse during the year. Step 4: Check Modified AGI limits Use this when you need to confirm whether the loss is limited. If your Modified AGI is over $100,000 ($50,000 for Married Filing Separately and didn't live with the spouse), any loss is limited. See the IRS instructions for more information. ❌ Common Reasons It May Not Carry Over If Some investment is not at risk? is checked, the entire loss may not be deductible. If Did you actively participate in the rental activity during 20xx is not marked Yes, the loss may be treated as a passive loss and limited to passive activity income. If filing status is MFS (filing status 3) and you marked that they lived with their spouse during the year, the Schedule E loss is not allowed. If Modified AGI exceeds $100,000 (or $50,000 for Married Filing Separately and didn’t live with the spouse), the loss is limited. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains why line 11 may not calculate correctly for Schedule F (1040) and what to do about it. Select the correct accounting method so the program knows what you’re using. Confirm the box selection so line 11 calculates the amount. ⚠️ Before You Begin You will need access to the Schedule F (1040) information screen for your tax return. 📊 Step-by-Step Guide Step 1: Choose Cash or Accrual At the top of page 1, select either the Cash or Accrual method by checking the appropriate box. Once you mark the box, line 11 will calculate an amount. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Schedule F (1041): Principal Agricultural Activity Codes This guide shows you how to: Find the correct principal agricultural activity codes Use them correctly in your return ⚠️ Before You Begin You will need: Access to SureFire The Schedule F information for your client 📊 Step-by-Step Guide Schedule F (1041) principal agricultural activity codes: CROP PRODUCTION111100 - Oilseed and grain farming111210 - Vegetable and melon farming111300 - Fruit and tree nut farming111400 - Greenhouse, nursery, and floriculture production111900 - Other crop farmingANIMAL PRODUCTION112111 - Beef cattle ranching and farming112112 - Cattle feedlots112120 - Dairy cattle and milk production112210 - Hog and pig farming112300 - Poultry and egg production112400 - Sheep and goat farming112510 - Aquaculture112900 - Other animal productionFORESTRY AND LOGGING113000 - Forestry and logging (including forest nurseries and timber tracts)   📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Schedule K-1 Select the correct option based on how the partner's capital account is computed. ⚠️ Before You Begin Choose the method that matches the way the partner's capital account is computed. 📊 Step-by-Step Guide Step 1: Select the Tax Basis option Select the Tax Basis check box if the method of accounting used to compute the partner's capital account is based on the partnership's income and deductions for federal tax purposes. Step 2: Select the GAAP option Select the GAAP check box if it is based on Generally Accepted Accounting Principles (GAAP). Step 3: Select the Section 704(b) book option Select the Section 704(b) book check box if it is based on the capital accounting rules under regulations section 1.704(b) (2)(iv). Step 4: Select the Other option (if applicable) Select the Other check box if any other method is used to compute the partner's capital account and attach a statement describing the method and showing how the partner's capital account was computed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This article explains how to select the correct accounting method options for Schedule K-1. ⚠️ Before You Begin Make sure you are completing the partner's Schedule K-1 and have the partnership's income and deductions details available. 📊 Step-by-Step Guide Step 1: Choose the correct Tax Basis Select the Tax Basis check box if the method of accounting used to compute the partner's capital account is based on the partnership's income and deductions for federal tax purposes. Step 2: Choose the correct GAAP basis Select the GAAP check box if it is based on Generally Accepted Accounting Principles (GAAP). Step 3: Choose the correct 704(b) basis Select the Section 704(b) book check box if it is based on the capital accounting rules under regulations section 1.704(b) (2)(iv). Step 4: Use the Other option if needed Select the Other check box if any other method is used to compute the partner's capital account. Attach a statement describing the method and showing how the partner's capital account was computed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Schedule K1 Data listed on the Other K1s worksheet line 14a-14c will need to be manaully entered on the Schedule K-1. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Schedule K1 (1065) This article explains how unrecaptured Section 1250 gain is determined and where it is reported on Schedule K-1 (1065), including how it flows through to the shareholder’s tax reporting. ⚠️ Before You Begin You may want to have these references available while reviewing this information: IRS Publication 544 - Sales and Other Dispositions of Assets, Chapter 3 - Section 1250 Property IRS Partner’s Instructions for Schedule K-1 (1065), line 9c - Unrecaptured Section 1250 Gain Instructions for Schedule D (Form 1040) - Unrecaptured Section 1250 Gain Worksheet - Line 19 📚 Key Information: Unrecaptured Section 1250 Gain Use this when you need to understand how gains from Section 1250 property are treated and reported. According to IRS Publication 544 - Sales and Other Dispositions of Assets, Chapter 3 - Section 1250 Property:   Assets depreciated as code section 1250 property use the straight-line depreciation method. Resulting gain is not immediately recaptured at ordinary rates like gains on 1245 property (there is no tax item called section 1250 recapture). Instead, any gain from the disposition of 1250 property results in a tax item called unrecaptured 1250 gain (calculated on Form 4797 Part III). This is a flow-through item reported separately on the shareholder's K1. If net 1231 gain is reported on the individual's Schedule D, the gain will be taxed at a 25% rate to the extent that there is unrecaptured 1250 gain.   📊 Where It Is Reported on Schedule K-1 (1065) Use this when you need to know how line 9c is handled and what types of unrecaptured Section 1250 gain exist. According to IRS Partner's Instructions for Schedule K-1 (1065), line 9c - Unrecaptured Section 1250 Gain:   There are three types of unrecaptured section 1250 gain. Report your share of this unrecaptured gain on the Unrecaptured Section 1250 Gain Worksheet - Line 19 in the Instructions for Schedule D (Form 1040) as follows.   Step 1: Report unrecaptured Section 1250 gain from the partnership’s business assets Use this when the gain comes from the sale or exchange of the partnership's business assets. Report unrecaptured section 1250 gain from the sale or exchange of the partnership's business assets on line 5.   Step 2: Report unrecaptured Section 1250 gain from an interest in a partnership Use this when the gain comes from the sale or exchange of an interest in a partnership. Report unrecaptured section 1250 gain from the sale or exchange of an interest in a partnership on line 10.   Step 3: Report unrecaptured Section 1250 gain from certain entities or investments Use this when the gain comes from an estate, trust, RIC, or REIT. Report unrecaptured section 1250 gain from an estate, trust, regulated investment company (RIC), or real estate investment trust (REIT) on line 11.   📝 How Box 9c Is Displayed Use this when you need to interpret what the partnership reports in box 9c. If the partnership reports only unrecaptured section 1250 gain from the sale or exchange of its business assets, it will enter a dollar amount in box 9c. If it reports the other two types of unrecaptured gain, it will provide an attached statement that shows the amount for each type of unrecaptured section 1250 gain.   📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Schedule L - Balance Sheet per Books out of balance on an initial S corporation return in SureFire 2017 This can occur on an initial return where there are no opening balances entered. ⚠️ Before You Begin Note: If the business has less than $250,000 in assets or receipts, then you do not need to complete the schedule L. 📝 Additional Information Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Schedule L: Balance Sheet fuera de balance en una declaracin de impuestos inicial de S Corporacion (1120S) usando SureFire 2017 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Schedule O (Exempt Organization 990 or 990-EZ) - SureFire This article explains who must file Schedule O and provides specific instructions, including how to add Schedule O in your SureFire return. ⚠️ Before You Begin You should already be working with the correct return: Form 990 (if required) Form 990-EZ (if required) Important: Complete the required information on the appropriate line of Form 990 or 990-EZ before using Schedule O (Form 990 or 990-EZ). 📚 Who Must File All organizations that file Form 990 and certain organizations that file Form 990-EZ must file Schedule O (Form 990 or 990-EZ). At a minimum, the schedule must be used to answer Form 990, Part VI, lines 11b and 19. If an organization is not required to file Form 990 or 990-EZ but chooses to do so, it must file a complete return and provide all of the information requested, including the required schedules. 📊 Specific Instructions Step 1: Use as many continuation sheets as needed Use this when you need to add more responses than will fit on the standard Schedule O. Use as many continuation sheets of Schedule O (Form 990 or 990-EZ) as needed. Step 2: Complete Form 990 or 990-EZ lines first Use this to ensure you have already entered required information before adding Schedule O. Complete the required information on the appropriate line of Form 990 or 990-EZ prior to using Schedule O (Form 990 or 990-EZ). Step 3: Clearly identify the part and line(s) your response relates to Use this to make sure each Schedule O response is tied to the correct Form 990 or 990-EZ location. Identify clearly the specific part and line(s) of Form 990 or 990-EZ to which each response relates. Follow the part and line sequence of Form 990 or 990-EZ. Step 4: Add Schedule O in your SureFire return Use this to include Schedule O (Form 990 or 990-EZ) in your SureFire filing. To add a Schedule O in your SureFire return, click Add Form/Display Form List (or press CTRL+F10). Type Sch O in the Look for box, and then click Open. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Schedule O (Form 990 or 990-EZ) This guide explains who must file Schedule O (Form 990 or 990-EZ) and provides specific instructions for completing it in your Sure-Fire return. ⚠️ Before You Begin You should know whether your organization files Form 990 or Form 990-EZ, because Schedule O is tied to specific parts and lines on those forms. 📚 Who Must File Use this when you need to confirm whether Schedule O is required for your organization. All organizations that file Form 990 and certain organizations that file Form 990-EZ must file Schedule O (Form 990 or 990-EZ). At a minimum, the schedule must be used to answer Form 990, Part VI, lines 11b and 19. If an organization is not required to file Form 990 or 990-EZ but chooses to do so, it must file a complete return and provide all of the information requested, including the required schedules. 📊 Specific Instructions Step 1: Use as many continuation sheets as needed Use this when you need extra space for Schedule O responses. Use as many continuation sheets of Schedule O (Form 990 or 990-EZ) as needed. Step 2: Complete required information on the form first Use this to ensure the main form lines are filled in before Schedule O. Complete the required information on the appropriate line of Form 990 or 990-EZ prior to using Schedule O (Form 990 or 990-EZ). Step 3: Clearly identify which part and line each response answers Use this to keep your Schedule O responses properly linked to the correct questions. Identify clearly the specific part and line(s) of Form 990 or 990-EZ to which each response relates. Follow the part and line sequence of Form 990 or 990-EZ. Step 4: Add Schedule O in your Sure-Fire return Use this to insert Schedule O into your return in Sure-Fire. To add a Schedule O in your Sure-Fire return, click Add Form/Display Form List (or press CTRL+F10). Type Sch O in the Look for box, and then click Open. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains how to properly handle 1099-R forms and Schedule R entries when an individual is marked as disabled and has taxable retirement distributions. 📋 Understanding Form 1099-R and Schedule R When Someone is Marked as Disabled If a taxpayer receives a 1099-R and is marked as disabled, you must enter the taxable amount properly. Check if the taxpayer has a "Disabled" status marked on their 1099-R form If marked as disabled AND the distribution is taxable, you MUST enter an amount on Line 11 of Schedule R This amount represents the taxable portion of the retirement distribution Leaving this field blank when required will cause issues with your return ⚠️ Before You Continue Review your 1099-R forms carefully. You need to know: Whether the individual is marked as "Disabled" Whether the distribution is taxable or tax-free Whether you're using Schedule R for this return When No 1099-Rs are Marked as Disabled If you don't have any 1099-Rs marked as disabled, you may not need Schedule R at all. If NO 1099-R forms are marked as "Disabled" and Schedule R is not being used, no action is needed You may need to wait for a software update to handle certain scenarios Alternatively, go to the "Main Information Sheet" in SureFire Check if "Disabled" is marked anywhere on the main information If marked incorrectly, unmark it ❌ Common Issues Missing Schedule R amount - If disabled is marked and distribution is taxable, Line 11 of Schedule R cannot be blank Incorrect disabled status - Make sure the disabled flag matches the actual 1099-R forms Software limitations - Some scenarios may require a software update to process correctly How to Access the Main Information Sheet If you need to unmark the disabled status, follow these steps. In SureFire, open the client's return Navigate to the "Main Information Sheet" (usually in client information section) Look for any "Disabled" checkbox or field If marked and incorrect, click to unmark it Save your changes 📞 Still Need Help? If you're unsure whether to mark disabled or need help with Schedule R, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Schedule SE line 2 does not calculate This guide covers what this entry means and when it applies. 📊 Key Information This functions as designed. Per page 1 of the IRS instructions for the 1120S K1:   Your share of S corporation income is not self-employment income and it is not subject to self-employment tax. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Schedule SE line 2 does not calculate Income from K1 from an 1120S This functions as designed. Per page 1 of the IRS instructions for the 1120S K1: Your share of S corporation income is not self-employment income and it is not subject to self-employment tax. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Scholarships, fellowships, grants, and tuition reductions (Pub. 970) This guide explains what this message means and what you should do next. ⚠️ Before You Begin You will need to review the relevant tax details and instructions referenced in this article. 📊 Step-by-Step Guide Education Below the Graduate Level   You are an employee of the eligible educational institution. You were an employee of the eligible educational institution, but you retired or left on disability. You are a widow or widower of an individual who died while an employee of the eligible educational institution or who retired or left on disability. You are the dependent child or spouse of an individual described in (1) through (3), above.   Child of deceased parents. For purposes of the qualified tuition reduction, a child is a dependent child if the child is under age 25 and both parents have died. Child of divorced parents. For purposes of the qualified tuition reduction, a dependent child of divorced parents is treated as the dependent of both parents.   ❌ Common Errors If the message does not match your situation, double-check your form inputs and selections. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This article explains where Section 1231 gain or loss flows in Sure-Fire, and what to do if you need it on Form 8582. ⚠️ Before You Begin Have Forms 4797, 8582, and the worksheet area you use in Sure-Fire available so you can confirm where amounts are being carried. 📊 Step-by-Step Guide Step 1: Know the default carry Net gain or loss from Section 1231 is carried to Form 4797 (Sale of Business Property), but it is not included on Form 8582 (Passive Activity Computation). Step 2: If you need it on Form 8582 If it needs to be on Form 8582, you will have to override the appropriate entry on Form 8582 to include it. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Section 1231 gain or loss not carried to Form 8582 Net gain or loss from Section 1231 is carried to Form 4797, Sale of Business Property, but it is not included on Form 8582, Passive Activity Computation. If it needs to be on Form 8582, then you will have to override the appropriate entry on Form 8582 to include it. ⚠️ Before You Begin Confirm whether your Section 1231 gain or loss needs to be included on Form 8582. If it does, you will need to override the appropriate entry on Form 8582. 📊 Step-by-Step Guide Step 1: Verify where Section 1231 amounts go Use this when you need to understand the default tax form flow. Section 1231 net gain or loss is carried to Form 4797, but it is not included on Form 8582. Step 2: Override Form 8582 if needed Use this when you need Section 1231 amounts to appear on Form 8582. If the amount needs to be on Form 8582, you must override the appropriate entry on Form 8582 to include it. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Section 179 allows more than $108 The limitation is not calculated without a copy of Form 4562 and the depreciation worksheets for each of the Section 179 election properties in the return. ⚠️ Before You Begin You will need: A copy of Form 4562 Depreciation worksheets for each Section 179 election property in the return 📊 Step-by-Step Guide Step 1: Link from the K-1 to Form 4562 You must create the correct link so the limitation can be calculated. You must link (press F9) from line 16a on the K-1 for Partnerships and S-Corporations to a Form 4562. Step 2: Link from Form 4562 to the depreciation worksheet This ensures the Section 179 election details are entered where the program expects them. Then, link from line 6a of Form 4562 to a depreciation worksheet. Step 3: Enter the Section 179 election details Enter the asset and the Section 179 amount so the limitation can be calculated. On the depreciation worksheet, enter the asset and amount of Section 179 elected. Step 4: Confirm the limitation calculation After the entries and links are in place, the limitation will calculate automatically. Once completed, the limitation will be calculated on Part 1 of Form 4562. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers In this article, you’ll learn how to address: Section 179 allows more than $108,000 when using Schedule K-1. ⚠️ Before You Begin Before you make changes, make sure you understand what form/year worksheet your client is working in. 📊 Step-by-Step Guide The limitation is not calculated without a copy of Form 4562 and the depreciation worksheets for each of the Section 179 election properties in the return. You must link (press F9) from line (12/11) on the K-1 for Partnerships and S-Corporations to a Form 4562, and then from line 6a of Form 4562 to a depreciation worksheet. Enter the asset and amount of Section 179 elected on the depreciation worksheet, and then the limitation will be calculated on Part 1 of Form 4562 ❌ Common Errors If the issue isn’t resolved, confirm you’ve linked the correct worksheet relationship. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

This is by design. According to the IRS instructions for line 11 of Form 4562:   Individuals "Enter the smaller of line 5 or the aggregate taxable income from any trade or business you actively conducted ... Include in aggregate taxable income the wages, salaries, tips, and other compensation you earned as an employee (not reduced by unreimbursed employee business expenses). If you are married filing a joint return, combine the aggregate taxable incomes for you and your spouse."   Based on this, you should include income from all businesses and employers for the taxpayer and spouse in each taxpayer's income for the limitation.  

🔍 Section 179 deductions not limited This is by design. According to the IRS instructions for line 11 of Form 4562: 📚 What the IRS Instructions Say Individuals Enter the smaller of line 5 or the total taxable income from any trade or business you actively conducted, computed without regard to any section 179 expense deduction, the deduction for one-half of self-employment taxes under section 164(f), or any net operating loss deduction. Also include all wages, salaries, tips, and other compensation you earned as an employee (from Form 1040, line 7). Do not reduce this amount by unreimbursed employee business expenses. If you are married filing a joint return, combine the total taxable incomes for you and your spouse. Based on this, you should include income from all businesses and employers for the taxpayer and spouse in each taxpayer's income for the limitation. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Section 179 expense deduction excluding return from efile This guide explains what this message means and what you should do next. ⚠️ Before You Begin You will need to review the relevant tax details and instructions referenced in this article. 📊 Step-by-Step Guide This is excluded because of two issues.   First, when the self-employment tax is zeroed out, the IRS will reject the e-file with Fed Reject Code 0195. 0195 Schedule SE - When Self-Employment Tax is significant, Deduction for 1/2 of Self Employment Tax must be significant, and vice versa. If Self-Employed Deduction Schedule SE of Form 1040 is significant, it must equal Deduction for 1/2 of Self Employment Tax from Schedule(s) SE. If Deduction for 1/2 of Self Employment Tax of Schedule SE is significant, and Exempt-Notary Literal is not significant, then Self-Employed Deduction Schedule SE of Form 1040 must be significant. Second, the IRS adjusts refunds or sends tax bills to customers who have reduced self-employment tax.The IRS DOES NOT GET AND HAS NOTHING IN PLACE TO GET the data input in the return with the efile. They can't tell why the customer has reduced self-employment income and tax so the math is wrong from their perspective.   This was verified with the IRS prior to implementation.   ❌ Common Errors If the message does not match your situation, double-check your form inputs and selections. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Section 179 is not flowing to the 1120S The amount of Section 179 is not flowing to the 1120S (Page 3, line 11) from the Asset Worksheet. ⚠️ Before You Begin Make sure you check the amount on the correct place in the Asset Worksheet so it can flow back to the 1120S. 📊 Step-by-Step Guide Step 1: Verify the Section 179 amount on the Asset Worksheet Use this when you need to confirm what amount should flow back to the 1120S. Verify the amount entered on Line 5 of Section 179, at the bottom of the Asset Worksheet. This is the amount that flows back to the 1120S. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Self-Select PIN e-file method The taxpayer will need to know their original prior-year adjusted gross income (AGI) or PIN from their prior-year tax return, and their date of birth for verification purposes. For more information on the Self-Select PIN method, along with its eligibility requirements, visit the Self-Select PIN Method for e-file page of the IRS' Web site at http://www.irs.gov/Tax-Professionals/e-File-Providers--Partners/Self-Select-PIN-Method-for-Forms-1040-and-4868-Modernized-e-File ⚠️ Before You Begin You will need: Original prior-year adjusted gross income (AGI) or PIN from the taxpayer’s prior-year tax return Date of birth for verification purposes 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Self-Select PIN Method to Sign Returns Most taxpayers are eligible to use the Self-Select PIN Method. This guide explains what it is and what information you must include for your return to be considered validly signed. ⚠️ Before You Begin Before you use the Self-Select PIN Method, make sure you understand these eligibility and PIN rules: Eligibility: Most taxpayers are eligible to use the Self-Select PIN Method. Not eligible: You can't use the Self-Select PIN method if you are a first-time filer under age 16 at the end of 2022. Married filing jointly: If you are married filing jointly, you and your spouse will each need to create a PIN and enter these PINs as your electronic signatures. 📊 Self-Select PIN Method Overview The Self-Select PIN Method requires taxpayers to provide their Prior-Year Adjusted Gross Income (AGI) amount or Prior-Year PIN for use by the IRS to authenticate the taxpayers. Step 1: Create your PIN A PIN is any combination of five digits you choose except five zeros. If you use a PIN, there is nothing to sign and nothing to mailnot even your Forms W-2. Step 2: Know what makes your return validly signed Your electronic return is considered a validly signed return only when it includes your PIN, last name, date of birth, IP PIN, if applicable, and your adjusted gross income (AGI) from your originally filed 2021 federal income tax return, if applicable. Step 3: If filing jointly, include your spouse’s information If you're filing jointly, your electronic return must also include your spouse's PIN, last name, date of birth, IP PIN, if applicable, and AGI, if applicable in order to be considered validly signed. Step 4: Use the correct AGI source Dont use your AGI from an amended return (Form 1040-X) or a math error correction made by the IRS. AGI is the amount shown on your 2021 Form 1040 or 1040-SR, line 11. Step 5: If you don’t have your 2021 income tax return If you dont have your 2021 income tax return, call the IRS at 800-908-9946 to get a free transcript of your return or visit IRS.gov/Transcript. (If you filed electronically last year, you, and your spouse if filing jointly, may use your prior year PIN to verify your identity instead of your prior year AGI. The prior year PIN is the five-digit PIN you used to electronically sign your 2021 return.) 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is Sending Extension e-files? You may send extension e-files with other state or Federal e-files to the SureFire Electronic Filing Center. ⚠️ Before You Begin Make sure you have your extension e-files ready to send in SureFire. 📊 Step-by-Step Guide Step 1: Open the Communications menu Use this when you need to access the sending options. Open the Communications menu and select Send Federal/State Returns to. Step 2: Select the returns to be sent Use this when you need to choose which files will transmit. Select the returns to be sent. Extension e-files can be identified by the letter at the beginning of the file name. Form 4868/7004 - G Form 2350 - Y Regular e-files have the letter E at the beginning of the file name. Step 3: Start the transmission Use this when you are ready to transmit your selected e-files. Click Send to start the transmission. ✅ Success! Your extension e-files have been sent to the SureFire Electronic Filing Center. 📝 Note Extension e-files are acknowledged by the IRS in the same manner as regular e-files. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Sending state-only e-files This guide explains how to unlink and file state-only e-files by adding state forms to your return and checking the correct option on the state form. ⚠️ Before You Begin You will need to: Add state forms into the return. Locate the state form section that asks about electronic filing. 📊 Step-by-Step Guide Step 1: Add state forms into the return Add the state forms into the return so the state form options appear. To unlink the state   Add state forms into the return. Step 2: Find the electronic filing option on the state form Look for the section that controls whether the state is linked or unlinked. Locate the Do you want to electronically file this return? section (will appear in red) on the state form. The second line reads Check here if you want to file this return as unlinked; check that box Step 3: Run diagnostics and create the e-file After diagnostics, create the e-file for both federal and state returns so they can be transmitted. Run diagnostics, create the e-file for both federal and state returns. When transmitting returns both will become active to send. ❌ Note Not all states have the option to be unlinked from the Federal, so the Federal would have to be accepted before it can be unlocked. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Separate Long Term and Short Term on Schedule D This guide shows you how to:Follow the steps below - Separate Long Term and Short Term on Schedule D ⚠️ Before You BeginYou will need access to your Sure-Fire tax software and the return you are working on. 📊 Step-by-Step Guide When you are on the Schedule D, there are several ways to separate short term and long term transactions.   If there are few transactions, you can enter these directly on the form, sorting the short term and long term by entering each in the correct section. If you have more than four of either type of transaction, link from line 1 or line 8 to the Capital Gain/Loss Transaction Worksheet. DO NOT SKIP ANY LINES WHILE ENTERING TRANSACTIONS. This will separate the transactions and transfer them to the Short Term or Long Term Statements, then to the Schedule D.   Note: One thing to remember when you use this method is that if you have more than 50 of either type of transaction, you must go to the Short Term or Long Term Statement (whichever is applicable) and copy the worksheet for every 50 transactions that you have by pressing Shift F10. For each new worksheet (Short or Long Term), you will need to override (F8) the first entry (column (a) "Description of Property") and tab out of the entry to be sure that Sure-Fire knows it is there. Repeat this process of copying a new Short Term and/or Long Term statement until you do not have a full 50 transactions showing on the page. Totals of all statements will appear on Schedule D, page 1.   ❌ Common ErrorsIf something doesn’t show up or looks incorrect, double-check that you linked the right statement lines and try again. 📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 Since the number of children not living with you is significant If you have a significant number of children not living with you marked as dependent, you must complete the required documentation for Form 8332. ⚠️ Before You Begin Confirm whether you have a significant number of children not living with you marked as dependent. If you do, you will need to provide the required Form 8332 documentation. 📊 Step-by-Step Guide Step 1: Complete Form 8332 (with PDF attachment) or attach the required documents in Main Info Use this when you need to provide proof for children not living with you who are claimed as dependents. If you have significant number of children not living with you marked as dependent, Form 8332 must be completed (with a PDF attachment) or in the main info the following must be attached and marked: Step 2: Mark the divorce/separation agreement option Use this to indicate you have the correct agreement documentation. "A copy of a divorce or separation agreement that went into effect after 1984 and before 2009"" has to be marked. Step 3: Mark the PDF attachment/e-file option Use this to ensure the agreement is attached for e-filing. and ""Check here to attach a PDF or the divorce agreement to e-file."" has to be marked. 📝 Notes       Para obtener la versin en espaol de este artculo de Knowledge Base 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Social Security amount in Form 1040 is using the unemployment amount before the exclusion Issue: Form 1040, line 6 for Social Security Benefits Customer concern: The customer believes the unemployment benefits should not be included if they are excluded. However, on the Social Security benefits worksheet, the exemption amount is added back in. ⚠️ Before You Begin This article explains why the unemployment compensation exclusion does not reduce the taxable Social Security amount in the way the customer expects. 📊 Explanation / Answer Answer: This is accurate per the IRS. The unemployment compensation exclusion from the ARP was intended to not impact any MAGI calculations. What we’re doing: We are waiting on the IRS to update the worksheets, but in the meantime we have added back the UCE amounts to the MAGI calculations. Key point: You get to reduce your taxable income to not pay tax on the unemployment, but you don't get to reduce your taxable Social Security by that amount. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Social Security Benefits Worksheet Lines 5a and 5b (Client is over 65 and shouldn’t be taxed) Per 1040 Instructions: 2018, this guide explains how to complete the Social Security Benefits Worksheet for lines 5a and 5b and determine whether any of your social security benefits are taxable. ⚠️ Before You Begin Be sure you have read the Exception in the line 5a and 5b instructions to see if you can use this worksheet instead of a publication to find out if any of your benefits are taxable. You will need: Total amount from box 5 of all your Forms SSA-1099 and Forms RRB-1099 Your Form 1040 information for lines 1, 2a, 2b, 3b, 4b, and Schedule 1, line 22 Your Schedule 1 amounts for lines 23 through 32 (plus any write-in adjustments next to Schedule 1, line 36 other than any amounts identified as DPAD) 📚 What This Guide Covers How to enter write-in adjustments next to Schedule 1, line 36 (see the instructions for Schedule 1, line 36) How to determine whether none of your social security benefits are taxable and what to enter on Form 1040, line 5b How to complete the worksheet steps (lines 1 through 18) to calculate taxable social security benefits when applicable 📝 Key Instructions for Lines 5a and 5b Use this when you need to enter the correct filing status indicator for line 5a and avoid IRS math error notices. Step 1: Enter the correct value on line 5a (married filing separately) If you are married filing separately and you lived apart from your spouse for all of 2018, enter D to the right of the word benefits on line 5a. If you dont, you may get a math error notice from the IRS. Step 2: Plan for any write-in adjustments Figure any write-in adjustments to be entered on the dotted line next to Schedule 1, line 36 (see the instructions for Schedule 1, line 36). 📊 Step-by-Step Guide (Worksheet) Step 1: Worksheet line 1 Use this when you need to total your social security benefits amounts. Enter the total amount from box 5 of all your Forms SSA-1099 and Forms RRB-1099. Also, enter this amount on Form 1040, line 5a . . . . . 1. Step 2: Worksheet line 2 Multiply line 1 by 50% (0.50) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. Step 3: Worksheet line 3 Combine the amounts from Form 1040, lines 1, 2b, 3b, 4b, and Schedule 1, line 22 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. Step 4: Worksheet line 4 Enter the amount, if any, from Form 1040, line 2a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4. Step 5: Worksheet line 5 Combine lines 2, 3, and 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5. Step 6: Worksheet line 6 Enter the total of the amounts from Schedule 1, lines 23 through 32, plus any write-in adjustments you entered on the dotted line next to Schedule 1, line 36 other than any amounts identified as DPAD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6. Step 7: Compare line 6 to line 5 (worksheet line 7) Is the amount on line 6 less than the amount on line 5? No. STOP None of your social security benefits are taxable. Enter -0- on Form 1040, line 5b. Yes. Subtract line 6 from line 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7. Step 8: Worksheet line 8 (threshold amount) If you are: Married filing jointly, enter $32,000 Single, head of household, qualifying widow(er), or married filing separately and you lived apart from your spouse for all of 2018, enter $25,000 Married filing separately and you lived with your spouse at any time in 2018, skip lines 8 through 15; multiply line 7 by 85% (0.85) and enter the result on line 16. Then, go to line 17 Step 9: Compare line 8 to line 7 (worksheet line 9) Is the amount on line 8 less than the amount on line 7? No. STOP None of your social security benefits are taxable. Enter -0- on Form 1040, line 5b. If you are married filing separately and you lived apart from your spouse for all of 2018, be sure you entered D to the right of the word benefits on line 5a. Yes. Subtract line 8 from line 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9. Step 10: Worksheet line 10 Enter: $12,000 if married filing jointly; $9,000 if single, head of household, qualifying widow(er), or married filing separately and you lived apart from your spouse for all of 2018 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10. Step 11: Worksheet line 11 Subtract line 10 from line 9. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. Step 12: Worksheet line 12 Enter the smaller of line 9 or line 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. Step 13: Worksheet line 13 Enter one-half of line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13. Step 14: Worksheet line 14 Enter the smaller of line 2 or line 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14. Step 15: Worksheet line 15 Multiply line 11 by 85% (0.85). If line 11 is zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15. Step 16: Worksheet line 16 Add lines 14 and 15 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16. Step 17: Worksheet line 17 Multiply line 1 by 85% (0.85) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17. Step 18: Worksheet line 18 (taxable social security benefits) Taxable social security benefits. Enter the smaller of line 16 or line 17. Also enter this amount on Form 1040, line 5b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18. ✅ Success! If you reach either STOP point (line 7 or line 9 comparisons), none of your social security benefits are taxable, and you should enter -0- on Form 1040, line 5b. 💡 Tip TIP If any of your benefits are taxable for 2018 and they include a lump-sum benefit payment that was for an earlier year, you may be able to reduce the taxable amount. See Lump-Sum Election in Pub. 915 for details. ❌ Common Errors If you are married filing separately and you lived apart from your spouse for all of 2018, be sure you enter D to the right of the word benefits on line 5a. If you dont, you may get a math error notice from the IRS. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Title: Standard Deduction, Eligibility This guide explains when a taxpayer must use itemized deductions instead of the standard deduction. 📊 Step-by-Step Guide Step-by-step instructions Know that some taxpayers are not eligible for the standard deduction. Use itemized deductions if you are filing Married Filing Separate and the other spouse itemizes deductions. Other situations that may require itemized deductions include: Nonresident aliens Dual-status aliens Individuals who file returns for periods of less than 12 months For additional details, refer to IRS Publication 501, Exemptions, Standard Deduction, and Filing Information (available on the IRS web site). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Starting a Business Return Note: Preparation of business returns requires the installation of the Desktop software with all updates applied! Need to prepare a business return, such as a 1041, 1065, or maybe an 1120? It’s just as simple as opening a new 1040 return! In order to get started, please follow the steps below: ⚠️ Before You Begin Business return preparation requires: Installation of the Desktop software All updates applied 📊 Step-by-Step Guide Step 1: Sign in with an authorized user Use this when you need to sign in to start a new return. Sign in to the software as a User that is authorized to start new returns (Guest and all SuperUsers can do this by default) Step 2: Select the package (return type) Use this when you need to choose what type of return the software will open. After signing in, the Select Package window will appear. This is where you will need to select the type of return you want the software to open when starting a return. Step 3: Start the return and enter the EIN Use this when you need to begin the business return and provide the correct business identifier. Now, you will be able to start a return like normal. When starting a return that is a business return, notice the fields have now changed from asking for a SSN to needing the EIN of the business. And that's all there is to it! After entering the EIN and selecting OK, you will be greeted with the needed forms for the return type you are preparing.     📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Starting returns without valid TINs This guide explains how to start a return when you do not have a valid TIN. ⚠️ Before You Begin Make sure you are in the Individual Package. 📊 Step-by-Step Guide Step 1: Open the ITIN application option Use this when you need to start a return without a TIN. Press CTRL+I, or select Apply for an ITIN from the File menu. Step 2: Let SureFire complete the SSN fields Use this to ensure the return is set up correctly. SureFire then opens a new return, completing the SSN and entering it as needed in SSN fields. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 State acknowledgement report shows a refund of $0 The acknowledgement report may show a refund amount of $0 depending on what your state includes in its acknowledgement file. ⚠️ Before You Begin To understand why you are seeing $0, it helps to know that the acknowledgement report is based on the state acknowledgement file—not your tax return or SureFire database. 📚 What is happening? The acknowledgement report pulls information from the state acknowledgement file, not from the tax return or the database. The acknowledgement report behavior depends on whether your state includes the refund amount in its acknowledgement: Some states include the refund amount in the acknowledgement. If they do, then SureFire displays the amount in the acknowledgement report. Other states (such as NY, NJ, and MD) do not include the refund amount in their acknowledgement. In those cases, the report shows $0. 💡 Why do we not pull the state refund amount from the tax return? We cannot pull the refund amount from the return because the return could have been edited after submission, resulting in a refund change. Additionally, the state refund amount deposited could differ from the refund shown in the return, based on state processing that happened after acceptance. ✅ Is this expected behavior? SureFire Web Version and SureFire Install Version are working as designed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide CoversThis article explains what you’ll see in the state acknowledgement for refund/balance due amounts.⚠️ Before You BeginYou should have the state acknowledgement data available for the return you are preparing.📊 Step-by-Step GuideStep 1: Review the state acknowledgementSure-Fire displays the information included in the state acknowledgement.Step 2: Check the refund/balance due amountIf the state does not include a refund/balance due amount with the data, Sure-Fire shows the default value of $0.00.📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 State codes needed to complete the return From the state form, you can access all applicable state codes. ⚠️ Before You Begin Make sure you are on the state form where the codes are needed. 📊 Step-by-Step Guide Step 1: Open the applicable state codes Use this when you need to find all state codes required for the return. From the state form, press the F1 key to get all applicable codes. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 State County and Business Codes This guide shows you where to find state county and business codes in SureFire. 📊 Step-by-Step Guide Use the instructions below to look up the correct codes for the state you are filing. Open the Help lookup Use the F1 help options to find the codes for the state needed. Some states may require you to input a county or business code when filing the state return with the SureFire Software. Since each state's codes are different, you can use the F1 help options to find the codes for the state needed. When in the return, if you have the field selected that needs the code, you can press F1 on your keyboard and it will open a window with the codes on it, or a link that will take you to them.                                                      

🔍 State Direct Deposit does not match Refund Amount Due in SureFire The expected state refund amount was not received. 📚 What This Guide Covers If your return was accepted by the state but the direct deposit refund amount does not match what SureFire shows as the expected refund amount, this guide explains what to do next. 🧭 Next Steps Step 1: Contact the State Taxing Agency If the return is accepted by the state, you will need to contact the appropriate State Taxing Agency for further assistance with this issue. If the return is accepted by the state, please contact the appropriate State Taxing Agency for further assistance with this issue. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 State forms calculate incorrectly Often, what seems like an incorrect calculation can be corrected by changing entries in other fields used to calculate each amount. 📊 What to Check Use this when you need to fix a state calculation that doesn’t look right. Step 1: Review related fields that drive the calculation Often, what seems like an incorrect calculation can be corrected by changing entries in other fields used to calculate each amount. Step 2: Use the state module help for correct data entry Use the built-in help to confirm the proper way to enter data for the specific form. All state modules have a help file that offers guidance on proper data entry for each form. To see this help file on the screen, you must have a state form open and then press F1. Step 3: Adjust federal form entries so information carries over correctly This solution may be to alter where or what you enter on federal forms to have the information carry over properly to the state return. Step 4: Confirm state abbreviations in the correct areas Also, make sure the state abbreviations are entered appropriately in the State Information section of the Main Information Sheet and Forms W-2 and 1099, and that the asterisk boxes next to the state abbreviations are used properly. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 State forms calculate incorrectly Often, what seems like an incorrect calculation can be corrected by changing entries in other fields used to calculate each amount. ⚠️ Before You Begin All state modules have a help file that offers guidance on proper data entry for each form. 📊 Step-by-Step Guide Step 1: Use the state form help file Use this when you need guidance on proper data entry for a specific state form. To see the help file on the screen, you must have a state form open, and then press F1. Step 2: Check federal form entries that carry over Use this when the state calculation seems wrong but may be caused by federal form inputs. The solution may be to alter where or what you enter on federal forms to have the information carry over properly to the state return. Step 3: Verify state abbreviations in the correct sections Use this when state abbreviations may be entered incorrectly, causing calculations to be off. Also, make sure the state abbreviations are entered appropriately in the State Information section of the Main Information Sheet and Forms W-2 and 1099, and that the asterisk boxes next to the state abbreviations are used properly. ❌ Common Issue to Watch For What seems like an incorrect calculation can often be corrected by changing entries in other fields used to calculate each amount. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains why state forms may not be calculated properly and where to get line-by-line help. ⚠️ Before You Begin You may need to confirm state abbreviations and review related entries on the federal form. 📊 Step-by-Step Guide Step 1: Check the lines on the state form This may be due to the entries on certain lines of the state form. Step 2: Check the linked Federal return The issue may also be caused by the linked Federal form. Step 3: Open state help for exact instructions To see what to enter, open a state form and press F1. This will tell you exactly how to enter items on the Federal return so they carry properly to the state return. Make sure state abbreviations are correct on the Main Info sheet as well as W-2/1099 and other forms, and make sure the asterisk boxes next to the state abbreviations are used properly. ❌ Common Errors If the calculated values still look incorrect after verifying the entries, re-check the relevant state and federal lines using the F1 help guidance. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 State identification numbers on form W2 line 15 not carrying forward in SureFire 2017 We have been asked by the states not to carry the state identification number from year to year. The identification number will need to be entered each tax year. 📊 What You Need to Know Use this when you need to understand why the state ID on W2 line 15 does not carry forward. ⚠️ Before You Begin You should expect that: The state identification number on form W2 line 15 will not carry forward from year to year. You will need to enter the identification number each tax year. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This article explains why state information might not carry from your W-2/1099 data to your state forms, and how to fix it. ⚠️ Before You Begin You will need to review your state abbreviation selections on the Main Info sheet and the W-2/1099 form. 📊 Step-by-Step Guide Step 1: Confirm the state abbreviation This can occur when you have not entered the correct state abbreviation in the State box on the Main Info sheet, or on the W-2/1099 form itself. To access state help, press F1 on any open state form. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 State information is not transferring correctly from the federal return All states have a help file that contains state instructions. This guide explains where to find those instructions and how they can help you enter federal information so it carries correctly to the state return. ⚠️ Before You Begin You will need to: Open a state form on your screen Use the keyboard to press F1 to access the state help file 📊 Step-by-Step Guide Step 1: Open the state help file Use this when you need to find the exact state instructions for entering federal information. Open a state form on your screen. Press F1. F1 will bring up the help file for that particular state. Step 2: Follow the state instructions for federal-to-state carryover Use this when you need to ensure federal entries flow correctly to the state return. The information in this file will tell you exactly how to enter information on the Federal return to carry correctly to the state return. Step 3: Check for required federal boxes and codes Use this when a specific federal selection or code is required for state information to transfer. If there is a particular box to check on a Federal form (such as a 1099-R), or a code that needs to be entered on a W-2 for information to flow over to the state, Sure-Fire help will guide you through that process. Step 4: Review the state “Tax Tips” Use this when you want additional guidance form-by-form. Also located in the Sure-Fire help screen on the states, are "Tax Tips" for that state. These will give you helpful information on a form by form basis. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide shows you how to find state-specific instructions in SureFire using F1. 📝 Instructions To find the state instructions you want, open the state form in SureFire, and then press F1. This brings up a Help file that is customized to that state. The information there explains how to enter information on your Federal return to make sure it is correctly carried to your state return. Help files also offer links to the appropriate state Web sites.Within the F1 Help for each state, there is also a section of Tips for each state form. These give SureFire-specific instructions for using each form in the state package. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 State instructions within SureFire Use this guide to find state-specific instructions inside SureFire using the built-in Help files. ⚠️ Before You Begin You will need: SureFire open The state form/package you want instructions for Your keyboard (to use F1 and Shift + F1) 📊 Step-by-Step Guide Step 1: Open the state form in SureFire Use this when you need to access the state-specific Help for the form you are working on. Openthe state form in SureFire. Step 2: Press F1 to open the customized Help file Use this to get instructions tailored to the state you are viewing. Then press F1 on your keyboard. This brings up a Help file that is customized to that state. Step 3: Follow the instructions for carrying information to your state return Use this to ensure your Federal return information is correctly carried to your state return. The information there explains how to enter information on your Federal return to make sure it is correctly carried to your state return. Step 4: Use the state Web site links (F1 or Shift + F1) Use this when you want to jump to the appropriate state Web sites from the Help. The help files also offer links to the appropriate state Web sites. You can also access these links by pressing Shift + F1 on your keyboard. Step 5: Review the Tips section for each state form Use this to see SureFire-specific instructions for each form in the state package. Within the F1 Help for each state, there is also a section of Tips for each state form. These are SureFire-specific instructions for using each form in the state package. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide CoversThis guide explains how to fix when your state refund does not show on the F7 query screen.⚠️ Before You BeginYou should be working inside your SureFire return.📊 Step-by-Step GuideStep 1: Remove the stateRemove the state from the Main Information sheet in the return, then close the form.Step 2: Re-add the stateGo back and re-add the state.      📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 State Section 179 Difference Use this guide when your state Section 179 amounts are different from the federal amounts on the Depreciation Worksheet. ⚠️ Before You Begin You should use this option when: You are preparing a state return The state depreciation, 179 deduction, or basis for the property is different from the federal amounts 📊 Step-by-Step Guide Step 1: Select the State Difference Check Box Use this when you need to indicate your state amounts differ from federal amounts. On the Depreciation Worksheet, below the heading Depreciation, Amortization, and Section 179, select the check box if you are preparing a state return and the state depreciation, 179 deduction, or basis for the property is different from the federal amounts. Step 2: Fill In Both Federal and State Columns Use this to ensure the worksheet is completed correctly when the state option is selected. If you select this check box, both the Federal and State columns in this section must be filled in. Even when the amounts are the same for both. Step 3: Enter the State Section 179 Maximum (If Different) Use this when your state Section 179 expense maximum is not $25,000. Go to the Section 179 section of the Depreciation Worksheet and above line 1, enter the state section 179 expense maximum allowed if it is anything other than $25,000.  📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 State Section 179 Difference This guide explains how to enter a state Section 179 difference on the Depreciation Worksheet when your state amounts are different from the federal amounts. ⚠️ Before You Begin Use this when: You are preparing a state return Your state depreciation, 179 deduction, or basis for the property is different from the federal amounts 📊 Step-by-Step Guide Step 1: Select the State Difference Check Box Use this when you need to indicate that your state amounts differ from federal amounts. On the Depreciation Worksheet, below the heading Depreciation, Amortization, and Section 179, select the check box if you are preparing a state return and the state depreciation, 179 deduction, or basis for the property is different from the federal amounts. Step 2: Fill Out Both Federal and State Columns Use this to ensure the worksheet is complete after selecting the state difference option. If you select this check box, both the Federal and State columns in this section must be filled in. Even when the amounts are the same for both. Step 3: Enter the State Section 179 Expense Maximum Allowed Use this when your state Section 179 maximum allowed is not $25,000. Go to the Section 179 section of the Depreciation Worksheet and above line 1, enter the state section 179 expense maximum allowed if it is anything other than $25,000. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 States added in Tax Form Defaults/Templates are not showing in new returns This can occur when the state was added to the Tax Form Default or Templates prior to the states being delivered, so it is currently being used as "reference only". To correct this issue, you will edit the Tax Form Default or Template once those states have been delivered. ⚠️ Before You Begin Make sure the states have been delivered before updating your Tax Form Default or Template. 📊 Step-by-Step Guide Step 1: Open your Tax Form Default or Template Use this when you need to access the settings where the state abbreviations are stored. Go to the Main Information Sheet in Tax Form Default or Template. Step 2: Remove the state abbreviation(s) Use this to force the system to reload the state forms after delivery. Delete the state abbreviation(s). Step 3: Tab to another field, then return to the state field Use this to trigger the state field to refresh. Tab to another field, and then return to the state field to re-enter the state abbreviation(s). Step 4: Confirm the forms load Use this to verify the update worked. The state form(s) will now load in the Forms Tree. ✅ Success! After re-entering the state abbreviation(s), the state form(s) should load in the Forms Tree. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This article explains why states added to templates may not appear in new returns, and how to fix it. ✅ Solution In some cases, the state was added to templates before the states were delivered, so it is currently being used as "reference only". After the states have been delivered, edit the template. Delete the state abbreviations from the Main Information Sheet in Templates. Select another field, then return to the state field and re-enter the state abbreviations you need. You will see the state forms loaded in the tree. Save this change. The forms will automatically load with all returns using this template. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Statutory Employee Income being doubled on 1040 Page 1 line 1 in SureFire This guide shows you how to adjust the W-2 settings for Statutory Employee Income so it does not get doubled on 1040 Page 1 line 1. ⚠️ Before You Begin Make sure you have the W-2 with Statutory Employee Income available in SureFire. 📊 Step-by-Step Guide Step 1: Open the W-2 with Statutory Employee Income Go to the W2 with Statutory Employee Income. Step 2: Find the W-2 Instructions section Locate the section Instructions for W2 the bottom of the page. Step 3: Select the Statutory Employees option Select the Statutory Employees box and check if you are going to use Sch C or C-EZ to report this income. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains how to qualify for the Student Loan Interest Deduction and what to double-check before you claim it. Eligibility requirements Income and dependency rules ⚠️ Before You Begin You’ll need information about your student loan interest and your tax filing details (filing status, modified AGI, and dependents). 📊 Step-by-Step Guide Step 1: Confirm the 60-month limit no longer applies The 60-month limit on interest payments no longer applies. Step 2: Check all 4 eligibility conditions You paid interest during the year on a qualified student loan (for yourself, your spouse, or anyone who was a dependent when the loan was taken out). Your filing status is NOT married filing separately. Your modified AGI is less than*: $75,000 if single, head of household, or qualifying widow(er) $155,000 if married filing jointly Use lines 2-4 of the worksheet on page 31 of the IRS 1040 instruction book to figure your modified AGI. You are not claimed as a dependent on someone else’s tax return (for example, your parent’s). Step 3: Reduce your expenses by certain benefits You must reduce your expenses by the following benefits: Employer provided educational assistance benefits not included in box 1 of your W-2 forms Tax-free distributions from a Coverdell Education Savings Account (ESA) Tax-free distributions from a qualified tuition program U.S. savings bond interest excluded from income because it’s used to pay qualified education expenses The tax-free part of scholarships and fellowships Veterans’ educational assistance Any other nontaxable (tax-free) educational assistance payments (other than gifts or inheritances) *These amounts are for the 2012 filing season—use the 1040 instructions for the correct tax year. For more detail, see IRS Pub. 970: http://www.irs.gov/publications/p970/ar01.html. ❌ Common Errors A common mistake is claiming the deduction when your filing status is married filing separately or when your modified AGI is too high. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Submitting and retaining Forms 8879 and 8878 This guide summarizes the IRS retention requirements for Forms 8879 and 8878 and clarifies what you should (and should not) do with these forms. ⚠️ Before You Begin According to the IRS instructions for Form 8879: Don’t send this form to the IRS. The ERO must retain Form 8879. 📊 Form 8879 - Retention Requirements Use this when you need to understand how long to keep Form 8879. IRS e-file processing sites have received Forms 8879, IRS e-file Signature Authorization, submitted in error. Form 8879 instructions and Publication 1345 require Electronic Return Originators to retain the completed Form 8879 for 3 years from the return due date, or IRS received date, whichever is later. 📊 Form 8878 - Same Retention Requirements Use this when you need to know whether Form 8878 has the same retention rules. The retention requirements above also apply to Form 8878, IRS e-file Signature Authorization - Application for Extension of Time to File. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Submitting/retaining Forms 8879 and 8878 What this guide covers ⚠️ Before You Begin You will need the IRS instructions for Form 8879 (and related guidance) when deciding how long to retain these forms. 📊 Step-by-Step Guide Step 1: Follow the Form 8879 retention requirements Use this when you need to confirm how long to keep signed e-file authorizations. According to the IRS instructions for Form 8879:   Form 8879 - Retention Requirements IRS e-file processing sites have received Forms 8879, IRS e-file Signature Authorization, submitted in error. Form 8879 instructions and Publication 1345 require Electronic Return Originators to retain the completed Form 8879 for 3 years from the return due date, or IRS received date, whichever is later.   The retention requirements above also apply to Form 8878, IRS e-file Signature Authorization - Application for Extension of Time to File.   ❌ Common Errors Make sure you retain the completed form for the required 3-year period based on the return due date or IRS received date (whichever is later). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire 1099Misc box 10 missing We do not support that box. Please enter that income (as needed) directly on the actual forms. Please refer to the IRS instructions to learn where to report the amount. Box 10 is gross proceeds paid to an attorney. ⚠️ Before You Begin Before filing, make sure you: Use the IRS instructions to confirm where the amount should be reported on the actual forms. Enter the income directly on the actual forms as needed. 🧾 What to Do Instead Step 1: Enter the amount on the actual forms Use this when you need to report income that SureFire does not support in Box 10. Since we do not support this box, enter the income (as needed) directly on the actual forms. Step 2: Follow the IRS instructions for the correct location Use this to ensure the amount is reported in the correct place. Please refer to the IRS instructions to learn where to report the amount. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire 1099MISC is not showing in IRS transcript 1099MISC is not showing in IRS transcript Needs to check status of TIN to see what entity it shows as. 📚 What This Guide Covers This guide explains how to verify the entity type the IRS has on file for a Tax ID number using the IRS E-Help automated system for professionals. ⚠️ Before You Begin You will need: Your Tax ID number (to check what entity type the IRS database currently lists) 📊 Step-by-Step Guide Step 1: Use the IRS E-Help automated system for professionals If you need to verify the type of entity registered with the IRS, please use the IRS E-Help automated system for professionals. E-help Desk: 866-255-0654. Step 2: Enter the Tax ID number and review the entity type There you can use the automated system to input the Tax ID number and see what the entity type listed in the IRS database currently is. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire adds nonresident state income to resident state return States generally tax all income earned by its residents regardless of where that income was earned, so the taxpayer's total income is shown on the resident state return. However, most states offer their residents a credit for income taxes paid to other states. See the state's instructions for information on such a credit. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire allocation calculation for 1041-Fiduciary Yes, we will accommodate allocation of expenses to income for beneficiaries in the 1041 package. ⚠️ Before You Begin In addition, the preparer will have the choice of allowing the program to automatically calculate this by prorating income to expenses or, if desired, you can manually allocate the expenses. 📊 Step-by-Step Guide Step 1: Choose Automatic Proration (Optional) Use this when you want the program to calculate allocation automatically. Allow the program to automatically calculate allocation by prorating income to expenses. Step 2: Manually Allocate Expenses in the Distribution Worksheet Use this when you want to allocate expenses in any way you wish. Go into the Distribution Worksheet in the 1041 package and press F9 at the top of the form to the Deduction Allocation Worksheet, then allocate the expenses in any way you wish. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire calculated entries In SureFire, there are manual entry fields and calculated entry fields. 📝 What’s the difference? Manual entry fields allow you to enter amounts in the field without overriding them. Calculated entry fields are entries calculated from other worksheets in the return. 📊 Step-by-Step Guide Step 1: Find where a calculated amount comes from Use this when you want to see the source of an amount. To see where an amount comes from, you can press F9 while on the yellow amount field to bring up the "Entry Links" dialog box. The form checked in that box is the source of the amount in question. Step 2: Override a calculated entry (if needed) Use this when you need to change a calculated value. Any calculated entry can be overridden in SureFire by pressing F8 on the yellow amount field. An overridden entry will show a white background with red numbers. 📝 Note For additional help on this and other subjects 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire can calculate the allocation on the 1041 Yes, we will accommodate the allocation of expenses to income for beneficiaries in the 1041 package. ⚠️ Before You Begin The preparer will have the choice of: Allowing the program to automatically calculate the allocation by prorating income to expenses Manually allocating expenses using the Distribution Worksheet 📊 Step-by-Step Guide Step 1: Choose automatic or manual allocation Use this when you want the program to handle the allocation for you. In the 1041 package, you can allow the program to automatically calculate the allocation by prorating income to expenses. Step 2: Open the Deduction Allocation Worksheet (manual allocation) Use this when you want to allocate expenses in any way you wish. If desired, you can go into the Distribution Worksheet in the 1041 package and press F9 at the top of the form to the Deduction Allocation Worksheet, then allocate the expenses in any way you wish. ✅ Success! You can accommodate the allocation of expenses to income for beneficiaries in the 1041 package using either automatic prorating or manual allocation through the Deduction Allocation Worksheet. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire CT E-File Validation Error Message: The "http://www.irs.gov/efile:Status" element is invalid - The value "QUALIFYINGWIDOWORWIDOWERWITHCHILD" is invalid according to its datatype "http://www.irs.gov/efile:CTFilingStatusEnumType" - The Enumeration con - SureFire CT E-File Validation Error:The 'http ✅ Correction Available This was corrected with 1040 CT V3 module released on 04/25/2023   📊 Step-by-Step Guide Step 1: Update Your Modules Please update modules, if you need assistance with updating a module, visit the following article: How do I update the modules and software in SureFire? 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire Diagnostic error: On Form 990 SureFire Diagnostic error: On Form 990, page 6, line 20, you must provide information of the person who possesses the books and records of the organization. (10) ⚠️ Before You Begin Please verify every single field on 990 page 6 line 20 is filled out, including: Name Address Phone number 📊 Step-by-Step Guide Step 1: Check Form 990 Page 6, Line 20 Use this when you need to confirm the required “books and records” person information is complete. Please verify every single field on 990 page 6 line 20 is filled out including name, address and phone number. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire Diagnostic Error On page 5 of the California 540 or page 5 of the California 540NR — both RTN and account number fields for direct deposit or electronic funds withdrawal (account 1) must match. ⚠️ Before You Begin Make sure you have the correct bank account details available so you can enter them consistently in the required fields. 📊 Step-by-Step Guide Step 1: Re-enter the bank account information Use this when you need to correct the diagnostic error by ensuring the RTN and account number match. Re-enter the bank account information in the appropriate fields. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire Diagnostic error: SureFire does not support electronic filing when the Federal return is married filing joint and the Massachusetts return is married filing separate. (MA 25) This diagnostic message indicates that your current filing status setup does not meet the requirements for electronic filing. ⚠️ Before You Begin Make sure you are editing the Massachusetts return filing status on MA page 1. 📊 Step-by-Step Guide Step 1: Update the Massachusetts filing status selection Use this when you need to correct the MA filing status selection that is causing the diagnostic. Removed box selected for taxpayer on MA page 1 under filling status. Leave only MFS selection box. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire Diagnostic Error: The NJ return is already accepted (1040 NJ Amended Return) The NJ return is already accepted, and cannot be filed again. On New Jersey DD Wkt you requested your NJ refund to be deposited into the same account as your Federal refund. However, there is no direct deposit inf ⚠️ Important Note Since this is an amended return, the refund will have to be mailed to the taxpayer. 📊 Step-by-Step Guide Step 1: Update your New Jersey direct deposit selection Please select 'Check here to have a refund check mailed to you' on New Jersey DD Wkt. ✅ Success! Your amended return refund will be mailed to the taxpayer. ❌ If you still see the diagnostic error The NJ return is already accepted, and cannot be filed again. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire Diagnostic Error (259) You selected ACH debit for your balance on Form 1040 but you did not check the box on the ACH debit form to pay your tax. ⚠️ Before You Begin Make sure you are working in the correct ACH debit form so you can select the correct direct debit payment option. 📊 Step-by-Step Guide Step 1: Open the ACH 1040/ES Form Use this when you need to access the ACH debit options for the taxpayer’s payment. Go to Form ACH 1040/ES Form. Step 2: Check the correct box at the top of the form Use this when you selected ACH debit on Form 1040 but the ACH debit form was not marked to pay. Check 1 box at the top of the form pertaining to the type of direct debit payment the Taxpayer is trying to pay for. Step 3: Confirm why the form was activated Use this to verify the trigger question that caused the ACH debit form to appear. This Form is activated because of the question answered on Form 1040 Page 2: Do you want your balance due withdrawn from your checking or savings account by an electronic funds transfer If "Yes" 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire does not include 1099 MISC Box 14 Form 1099-MISC - Box 14 Gross Proceeds Paid to an Attorney. Form 1099-MISC, Box 14 shows gross proceeds paid to an attorney in connection with legal services. These amounts are generally reported on Schedule C Part 1 line 1. Enter only the taxable portion as income on your return. 📊 What You Need to Know Use this when you need to understand how Box 14 amounts are handled on your tax return. ⚠️ Important Note SureFire does not include the 1099-MISC Box 14 entry. Box 14 generally relates to gross proceeds paid to an attorney in connection with legal services. 📝 Where to Report It Schedule C Part 1 line 1 is where these amounts are generally reported. Enter only the taxable portion as income on your return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file rejection error: F1040-442 Rejection message: Form 1040, 'TotalAdjustmentsAmt' must be equal to Schedule 1 (Form 1040), 'TotalAdjustmentsAmt'. Path shown in the error: efile:Return/efile:ReturnData/efile:IRS1040/efile:TotalAdjustmentsAmtValue ⚠️ Before You Begin Make sure you are reviewing Form 1040 line 8a, since the rejection indicates the overridden field on that line needs to be restored. 📊 Step-by-Step Guide Step 1: Restore the overridden field on line 8a Please restore the overridden field on line 8a of Form 1040. ✅ Success! Once line 8a is corrected by restoring the overridden field, the e-file rejection related to F1040-442 should be resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file rejection error: F540-765 Message: If Form 540, line 91 [UseTax] is zero, then Line 91 [NoUseTaxOwed] or Line 91 [UseTaxPaidDirectlyToCDTFA] checkbox must be checked. Field details: /CA-Return/CA-ReturnData/CAForm540/UseTaxValue: UseTax is 0. NoUseTaxOwed is . U ⚠️ Before You Begin To resolve this e-file rejection, you will need to review Form 540, page 3, line 91 and ensure the correct checkbox is selected. 📊 Step-by-Step Guide Step 1: Open the correct form page Use this when you need to find the exact location of the error. Go to CA 540 Pg3 Step 2: Navigate to line 91 Use this when you need to confirm what is entered on line 91. Scroll down to line 91 Step 3: Check the correct checkbox Use this when you need to match the rejection requirement (UseTax is 0). Make sure to check the 'No use tax is owed' box. Step 4: Recreate and resubmit Use this when you need to regenerate the e-file submission after changes. Recreate e-file and submit. ✅ Success! If UseTax is 0 on Form 540, line 91, checking 'No use tax is owed' should satisfy the e-file requirement and allow the submission to pass. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file rejection error: IL1040-3400-2 SureFire e-file rejection error: IL1040-3400-2When Step 1D for the IL1040 or Step 1E for the IL1040X Nonresident Box or Step 1D for the IL1040 or Step 1E for the IL1040X Part Year Resident Box is equal to X, Form IL1040 Step 5 Line 11 NetIncome must be e ⚠️ Before You Begin Review the IL1040/IL1040X interview steps to confirm whether the relevant box is set to X. 📊 Step-by-Step Guide Step 1: Override IL 1040 Line 11 NetIncome Use this when you need to: Fix the e-file rejection by ensuring the correct value is entered for NetIncome. Unoverride IL 1040 Line 11 NetIncome. ❌ Common Errors If the rejection persists, re-check that the applicable Step 1D/Step 1E selection is set to X and that Form IL1040 Step 5 Line 11 NetIncome is entered correctly. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file rejection error: ILK1P-1400-1 This guide explains what the rejection message means and what to check so you can correct the e-file rejection. ⚠️ Before You Begin Make sure you have access to the return where you entered the SchILK1P amounts/entries for: SchILK1P Step 2 Line 9a (individual) SchILK1P Step 2 Line 9b (grantor trust) SchILK1P Step 2 Line 9b (disregarded entity) 🧩 What the Error Means The e-file was rejected because the values you entered for the grantor trust or disregarded entity do not match the required value (X) for the individual line. The rejection message indicates: GrantorTrust or DisregardedEntity (from SchILK1P Step 2 Line 9b) are not equal to X Individual (from SchILK1P Step 2 Line 9a) must be equal to X 🛠️ Step-by-Step Guide Step 1: Verify SchILK1P Step 2 Line 9a (Individual) Check the value entered for the individual amount and confirm it matches the required value (X). Step 2: Verify SchILK1P Step 2 Line 9b (Grantor Trust / Disregarded Entity) Check the grantor trust and/or disregarded entity entries on Line 9b and confirm they match the required value (X) as well. Step 3: Correct the mismatch so the required equality holds Update whichever entry is incorrect so that the individual value (Line 9a) and the grantor trust/disregarded entity value(s) (Line 9b) are consistent with the required value (X). ✅ Success! Once SchILK1P Step 2 Line 9a (individual) and SchILK1P Step 2 Line 9b (grantor trust / disregarded entity) are corrected so they are equal to X, the rejection should be resolved. ❌ Common Errors Individual (Line 9a) does not match the required value X. GrantorTrust or DisregardedEntity (Line 9b) does not match the required value X. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file rejection error: ILNR-500-1 / 600-1 / 800-1 / 900-1 Rejection message: ILResidencyFromDate must be blank when NonresidentBox is equal to X in Step 1 of the Form IL1040 or Form IL1040X. Original note: Remove the entries for PY Resident on Sch IL NR Step 1. ⚠️ Before You Begin Make sure you are editing the correct Illinois form: Form IL1040 or Form IL1040X Schedule IL NR 📊 Step-by-Step Guide Step 1: Update Sch IL NR Step 1 (PY Resident) Use this when you need to fix an e-file rejection related to ILResidencyFromDate and the NonresidentBox setting. Open the return and go to Sch IL NR. Go to Step 1 (including lines 2a-2b). Remove the entries for PY Resident on Sch IL NR Step 1. Confirm that ILResidencyFromDate is blank when NonresidentBox is set to X. ❌ Troubleshooting If the rejection still appears, double-check that: NonresidentBox is equal to X in Step 1 of the form. ILResidencyFromDate is blank (no dates entered). You edited the correct section for Form IL1040 or Form IL1040X. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file rejection error: NY 07118 An invalid modification number was entered on the form This guide explains where to find the correct modification numbers and how to double-check your entries to resolve NY 07118. ⚠️ Before You Begin Have your New York return forms available, especially: NY 225 Schedule A B NY 225 Wkt 1 📊 Step-by-Step Guide Step 1: Locate the correct modification numbers Use this when you need to confirm you are using the right modification number. Modification numbers are found on NY 225 Schedule A B. Step 2: Verify the modification number matches the filer type Use this when the modification number seems correct, but the rejection still happens. Double check that codes are correct for the type of filer. For example: On NY 225 Wkt 1, line 201 says CT-3-S filers only But the chart on the instructions says it should be for CT-34-SH filers Make sure you follow the correct filer type for your situation. Step 3: Double-check your entries for accuracy Use this when you want to rule out simple data entry issues. Double check entries for accuracy. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire E-file validation error: SSN format issue This error indicates that the Social Security Number (SSN) value being sent for e-filing is not valid according to the IRS SSN datatype and pattern rules. ⚠️ Before You Begin You will need to review the SSN entry on your tax return. 🧾 Step-by-Step Guide Step 1: Check the SSN format on Form 8962 Use this when you need to confirm the SSN is entered correctly for e-filing. Verify the Social Security Number is entered in the correct format on Form 8962, Pg. 2, line 30b. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file validation error: 1040NR (State returns will have to be paper filed when Federal doesn't qualify for e-filing) This guide explains what the error means and what to do when SureFire cannot create e-files for NY and NJ forms because the Federal return must be paper filed. ⚠️ Before You Begin You may see this message when: Federal does not qualify for e-filing State returns (NY and NJ) must be paper filed 🧩 What This Error Means This is a valid e-file validation error. Paper file State returns. Unable to create e-files for NY and NJ forms because Federal has to be paper filed. ✅ What You Should Do Step 1: Paper file the State returns Since the Federal return does not qualify for e-filing, the State returns must be paper filed. Step 2: Do not attempt to e-file NY and NJ forms SureFire is unable to create e-files for NY and NJ forms in this situation. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file validation error: Invalid code entered in box 12 (Form W-2) This error means an invalid code was entered in box 12 on Form W-2. Error message: An invalid code has been entered in box 12 - An invalid code has been entered in box 12, Form W-2. Valid codes are A - H, J - N, P - T, V, W, Y, Z, AA, BB, DD, EE, FF, GG, and HH. (310) ⚠️ Before You Begin Make sure the code you entered in box 12 is one of the IRS-approved valid codes. Valid codes: A - H, J - N, P - T, V, W, Y, Z, AA, BB, DD, EE, FF, GG, and HH. 📊 Step-by-Step Guide Step 1: Update the code in box 12 Use this when you need to correct the W-2 box 12 code so e-file validation passes. Enter valid code(s): A - H, J - N, P - T, V, W, Y, Z, AA, BB, DD, EE, FF, GG, and HH. ❌ Common Errors This error will continue if box 12 contains any code that is not listed as valid above. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file validation error: CA 3514 Error message: CA 3514 - The element 'YCTCreditComputation' in namespace 'http://www.ftb.ca.gov/efile' has incomplete content. List of possible content. List of possible elements expected: 'CAEarnedIncome' in namespace 'http: - SureFire e-file validation error:The element 'YCTCr ⚠️ What This Means The W2 does not have 'CA' listed as the taxpayer's Home/Resident State. 📊 Step-by-Step Guide Step 1: Confirm the taxpayer’s Home/Resident State Use this when you need to ensure the W2 includes the correct state information. Verify that the taxpayer’s Home/Resident State is set to CA so the W2 includes 'CA' as required. Step 2: Re-run e-file validation Use this after updating state information to confirm the error is resolved. After correcting the Home/Resident State, run the e-file validation again to check whether CA 3514 is cleared. ❌ Troubleshooting If the validation error persists, double-check that the W2 is correctly reflecting CA for the taxpayer’s Home/Resident State. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file validation error: CA 5805 Error: The element 'CAForm5805' in namespace 'http://www.ftb.ca.gov/efile' has incomplete content. This means Form CA 5805 is missing information, so the return cannot pass e-file validation. ⚠️ Before You Begin Make sure you have the return open in SureFire and that you can review the CA 5805 section. 📊 Step-by-Step Guide Step 1: Confirm CA 5805 is complete Use this when you need to fix incomplete form data. Form CA 5805 is missing information. Please make sure to enter all required information and continue to E-file as normal. Step 2: Remove CA 5805 if it is not required Use this when the form should not be included for the taxpayer. If the form is not needed or required for the taxpayer, remove it from the return to clear this error. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire E-file Validation Error: F8962 This guide explains how to fix the e-file validation error related to Form 8962, specifically the MonthlyPremiumPct element. ⚠️ Before You Begin Make sure you have access to Form 8962 and can edit page 2. 📊 Step-by-Step Guide Step 1: Open Form 8962 on Page 2 Use this when you need to locate the fields that are causing the validation error. Go to Form 8962 page 2. Step 2: Enter Percentages as Ratios (Lines e, f, and g) Use this when the error indicates the value is invalid for the MonthlyPremiumPct element. Enter the percentages on lines e, f, and g as ratios. Step 3: Use Decimal Ratio Format Use this when you need to convert a percent to the required decimal ratio. For example, enter 50% as 0.50. ✅ Success! After entering the values as ratios (decimals) on lines e, f, and g, the MonthlyPremiumPct validation should pass. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file validation error: Form 1065 Error: The element 'IndividualDesigneeApptGrp' in namespace 'http://www.irs.gov/efile' has incomplete content. List of possible elements - SureFire e-file validation error:The element 'IndividualDesigneeApptGrp' in namespace 'http://www.irs.gov/efile' has inc ⚠️ Before You Begin Make sure you are working in Form 1065 and can access Page 3. 📊 Step-by-Step Guide Step 1: Update the Partnership Representative designation Use this when you need to fix the e-file validation error for Form 1065. Go to Form 1065, Page 3, Designation of Partnership Representative section and mark 'An Individual' instead of 'A Business'. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file validation error: Form 990PF This guide explains why you may see an e-file validation error related to Form 990PF and what to do to clear it. ⚠️ Before You Begin Review the specific field on Form 990PF, Page 7, Part VII, Line 3A before resubmitting your e-file. 📊 What This Error Means The word 'NONE' cannot be an entry on On Form 990PF, Page 7, Part VII, Line 3A. Please enter a correct type of service and the error will clear. 🧭 Step-by-Step Guide Step 1: Locate the field Use this when you need to find where the invalid entry is coming from. Go to Form 990PF, Page 7, Part VII, Line 3A. Step 2: Replace the invalid value Use this when you need to correct the entry that is causing the validation error. Change the entry so it is not the word 'NONE'. Step 3: Enter a correct type of service Use this when you need to ensure the e-file validation rules are satisfied. Enter a correct type of service. After updating the value, the error should clear. ❌ Troubleshooting If the error does not clear after changing 'NONE' to a valid service type, double-check that you updated Form 990PF, Page 7, Part VII, Line 3A and that the service type you entered is valid. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire E-file validation error: If a PO Box is listed on the Main Information Sheet If a PO Box is listed on the Main Information Sheet, you must list the taxpayer's primary physical address on the FeeCollect PS application. The taxpayer's primary physical address cannot be a PO Box. ⚠️ Before You Begin Please review the address you entered. This error can occur when the address contains a word that resembles a name. 🧩 How to Fix the Address Validation Error Step 1: Check the address for words that resemble a name If the address has a word that resembles a name, the program will not allow it. Please separate the first 4 letters in order to clear error. Step 2: Use the corrected formatting Example: 123 Campbell ct. Instead use: 123 Camp bell ct. ✅ Success! After updating the address formatting (and ensuring the primary physical address is not a PO Box), the e-file validation error should clear. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file validation error: IN The element 'ResidencyInformation' in namespace 'http://www.ris.gov/efile' has incomplete content. SureFire e-file validation error: The element 'ResidencyInformation' in namespace 'http://www.ris.gov/efile' has incomplete content. List of possible elements ex ⚠️ Before You Begin Make sure you have access to the IN Sch H screens so you can complete the required fields. 📊 Step-by-Step Guide Step 1: Complete the required IN Sch H fields Use this when you need to fix the validation error caused by incomplete ResidencyInformation content. Complete the applicable fields on the IN Sch H Page 1 Page 2. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file validation error: LA 565 - RevenueAccountNumber element is invalid Validation message: The value 72-0530094 is invalid according to its datatype LARevenueAccountNoType (Pattern constraint failed). Must fit the pattern: [0-9]{7}\-{0. Form 565: remove the EIN from the LA Revenue Account No. field. ⚠️ Before You Begin Make sure you are working on Form 565 and that you know where the LA Revenue Account No. field is located in your SureFire return. 📊 Step-by-Step Guide Step 1: Remove the EIN from the LA Revenue Account No. field Use this when you need to fix the LA 565 e-file validation error caused by an invalid RevenueAccountNumber value. Open your return and go to Form 565. In the field labeled LA Revenue Account No., remove the EIN that is currently entered. Step 2: Re-check the e-file validation Use this to confirm the pattern constraint issue is resolved. Run e-file validation again to ensure the error is cleared. ✅ Success! The LA 565 validation error should be resolved after removing the EIN from the LA Revenue Account No. field. ❌ Common Errors If you still see the same validation message, double-check that the LA Revenue Account No. field on Form 565 no longer contains the EIN value (example shown in the error: 72-0530094). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file validation error: MA 355-7004 You have chosen to e-file the Massachusetts extension without direct debit. You must submit a payment with e-filing of the extension. ⚠️ Before You Begin To enable e-filing, you need to complete the ACH debit payment information for the Massachusetts extension. 📊 Step-by-Step Guide Step 1: Complete ACH debit payment information on MA 355 (Page 2) Use this when you need to enable e-filing for the Massachusetts extension. Complete the ACH debit payment information on MA 355, Page 2 to enable e-filing. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file validation error: NY 3S (1120S) This guide helps you fix an e-file validation error related to the Signing Officer's name on NY 3 EF. ⚠️ Before You Begin Have access to your NY 3 EF form so you can review the Signing Officer's name fields. 🛠️ Step-by-Step Guide Step 1: Open NY 3 EF and enter the Signing Officer's name Use this when you need to resolve the validation error showing that the Officer/PersonName element is invalid or the value is missing/does not match the required datatype. Go to form NY 3 EF and enter the Signing Officer's name. ✅ Success! After entering the Signing Officer's name on NY 3 EF, the e-file validation should no longer report the invalid OfficerNa/OfficerNm or PersonNameType value error. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file validation error: PA 20S - The PA Partner/Member/Shareholder Directory must be completed for all Pennsylvania 20S/65 returns. (PA 10) This validation message means that the PA Partner/Member/Shareholder Directory must be completed before you can e-file certain Pennsylvania returns. ⚠️ Before You Begin You will need to ensure that all required members are included on the Pennsylvania directory for: PA 20S returns PA 65 returns 📊 Step-by-Step Guide Step 1: Confirm members are listed on the PA directory Use this when you need to fix the validation error by completing the required directory. Members needed to be listed on PA directory. ❌ Common Errors The PA Partner/Member/Shareholder Directory was left incomplete. One or more required members were not included on the directory. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire E-File Validation Error: The ":OtherIncomeLitCd" element is invalid Error details: The value "NOTICE 2014-7" is invalid according to its datatype "String". The Enumeration constraint failed. SureFire E-File Validation Error: The ":OtherIncomeLitCd" element is invalid - The value "NOTICE 2014-7" is i ⚠️ Before You Begin To resolve this e-file validation error, you will need to review the amount description on the correct worksheet. 📊 Step-by-Step Guide Step 1: Check the amount description on Form 1040 Wkt 7 Please check for any double spaces or special characters in the amount description on Form 1040 Wkt 7. ✅ Success! After removing any double spaces or special characters from the amount description on Form 1040 Wkt 7, re-validate/e-file to confirm the error is resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire E-File Validation Error Message: The 'http://www.ftb.ca.gov/efile:TotalLivingWithDays' element is invalid - The value '' is invalid according to its datatype 'http://www.ftb.ca.gov/efile:CA-QPLivingWithNumberOfDaysType' - SureFire E-File Validation Error:The 'http://www.ftb.ca.gov/efile:TotalLivi ⚠️ What This Means This error happens because the return is missing the required value for the number of days the qualifying person lived with the Taxpayer in CA 3532 Line 5. 📊 Step-by-Step Guide Step 1: Enter the required days on CA 3532 Line 5 Use this when you need to provide the missing required field for e-file validation. Enter the number of days the qualifying person lived with the Taxpayer in CA 3532 Line 5. Step 2: If the qualifying person did not live with the Taxpayer, plan for paper filing Use this when the qualifying person lived with the taxpayer for 0 days. If the person did not lived with the taxpayer ( 0 days ), the return will have to be paper filed since it is an E-filing requirement to enter the number of days. 📝 Important Note Please note: The only way to remove Form CA 3532 is to change Filing Status 📚 Additional Information: Head of Household (HOH) Filing Status You may qualify for HOH filing status if all of the following apply. You were unmarried and not an RDP, or met the requirements to be considered unmarried or considered not in a registered domestic partnership on the last day of the year. You paid more than one-half the costs of keeping up your home for the year. Your home was the main home for you and a qualifying person who lived with you for more than half the year. The qualifying person was related to you and met the requirements to be a qualifying child or qualifying relative. (For a qualifying relative, see the instructions for Part III, line 4, Gross Income.) You were entitled to a Dependent Exemption Credit for your qualifying person. However, you do not have to be entitled to a Dependent Exemption Credit for your qualifying child if you were unmarried and not an RDP, and your qualifying child was also unmarried and not an RDP. You were not a nonresident alien at any time during the year. You paid more than half the cost of a qualifying persons total support. Your qualifying person is a citizen or national of the United States, or a resident of the U.S., Canada, or Mexico. If you, your spouse/RDP, or your qualifying person who lived with you was absent from your home during the year, see the definition for temporary absence in FTB Pub. 1540, Tax Information for Head of Household Filing Status. If your qualifying person is your father or mother, see the definition for Parent/Stepparent (Father or Mother) in FTB Pub. 1540.   (https://www.ftb.ca.gov/forms/2022/2022-3532-instructions.html#B-Qualifications)   If the qualifying person is your father/mother: Parent/Stepparent (Father or Mother) Stepparents are treated the same as parents for tax purposes. If you were unmarried and not an RDP, you may be eligible for the head of household filing status even if your father or mother did not live with you. However, your parent must have been a citizen or national of the United States, or a resident of the United States, Canada, or Mexico.   You must be entitled to claim a Dependent Exemption Credit for your parent. That is, your parent must meet the requirements of a qualifying relative and you must have paid more than half the cost of keeping up a home that was your parents main home for the entire year. Your parents main home could have been his or her own home, such as a house or apartment, or could have been any other living accommodation.   (https://www.ftb.ca.gov/forms/2021/2021-1540.html#ParentStepparentFatherorMother) 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire E-file validation error: County Code is invalid (NJ 1040 page 1 missing county code) NJ 1040 page 1 missing county code. Please correct and create e-file. ⚠️ Before You Begin This error means SureFire e-file validation found a county code problem on the NJ 1040 page 1. Error details: The "http://www.irs.gov/efile:CountyCode" element is invalid. The value "" is invalid according to its datatype "http://www.irs.gov/efile:NJCountyCodeType". The Enumeration constraint failed. SureFire E-file validation error: The "http://www.irs.gov/efile:Count" (county-related field) is not passing validation. 📊 Step-by-Step Guide Step 1: Locate the NJ 1040 page 1 county code field Use this when you need to find where the county code is entered for NJ 1040 page 1. Open the return and go to NJ 1040 page 1. Step 2: Enter a valid county code Use this when you need to fix the missing/blank county code that is causing validation to fail. Make sure the County Code field is not blank and contains a value that matches the allowed NJCountyCodeType enumeration. Step 3: Re-create the e-file Use this after correcting the county code to confirm validation passes. After correcting the county code, create the e-file again. ❌ Common Errors County Code left blank (value is ""), which triggers the datatype and enumeration failure. County Code entered with an invalid value that does not match the allowed NJ county code list. ✅ Success! Once the NJ 1040 page 1 county code is corrected with a valid value, you should be able to create the e-file without this validation error. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire E-FIle Validation Error The "http://www.irs.gov/efile:EmployerEIN" element is invalid - The value "" is invalid according to its datatype "http://www.irs.gov/efile:EINType" - The Pattern constraint failed. - Must fit the pattern: [0-9]{9}- Note: SureFire E-FIle Validation Error:The 'http://ww ⚠️ Before You Begin Make sure you have access to the form you are e-filing (Form 8919) so you can verify the Firm SSN/EIN field. 📊 Step-by-Step Guide Step 1: Check Form 8919 Column B Use this when you need to fix a missing Firm SSN/EIN that causes the EIN validation pattern error. Go to Form 8919 column b and confirm that the Firm SSN/EIN is present. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file validation error: NonImmigrantVisaTypeCd element is invalid This guide explains how to fix the SureFire e-file validation error: The "http://www.irs.gov/efile:NonImmigrantVisaTypeCd" element is invalid — The value "" is invalid according to its datatype "String" — The Pattern constraint failed. ⚠️ Before You Begin Make sure you are working on the correct form and line items for 1040NR Sch OI. 🛠️ Step-by-Step Fix Step 1: Enter the correct value on 1040NR Sch OI line E Use this when you need to correct the NonImmigrantVisaTypeCd value that is failing validation. On 1040NR Sch OI line E, enter "NON RESIDENT". Step 2: Select the correct box for US Immigration Status Use this when you need to ensure the immigration status selection matches what e-file validation expects. On the boxes below, select the box for "US Immigration Status". ❌ Note The original error indicates the value is blank (""), which causes the pattern constraint to fail. After entering "NON RESIDENT" and selecting "US Immigration Status", re-run validation to confirm the error is resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file validation error: Invalid 1120S EF ERO PIN This error means the 1120S EF ERO PIN you entered does not match the IRS PIN format. Error details: The 'http://www.irs.gov/efile:PIN' element is invalid. The value '3540' is invalid according to its datatype 'http://www.irs.gov/efile:PINType' - The Pattern constraint failed. Must fit the pattern: [0-9]{5}. ⚠️ Before You Begin You will need to verify the PIN entered for the 1120S EF ERO PIN. PIN must be exactly 5 digits (pattern: [0-9]{5}) PIN cannot start with 0 📊 Step-by-Step Guide Step 1: Check the 1120S EF ERO PIN Please check the 1120S EF ERO PIN is entered. Step 2: Confirm the PIN format Reminder: PIN cannot start with 0. ✅ Success! After updating the PIN so it is 5 digits and does not start with 0, the IRS validation should pass. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file validation error: The "http://www.irs.gov/efile:TelephoneNo" element is invalid This article addresses a SureFire e-file validation error related to the telephone number field on the DC FR 147. ⚠️ Before You Begin When you enter information for the person paying the DC income tax on DC FR 147, you may see a validation error similar to: SureFire e-file validation error: The "http://www.irs.gov/efile:TelephoneNo" element is invalid Details: The value is invalid according to its datatype "http://www.irs.gov/efile:PhoneNumberType" Additional note: The pattern requirement is not being met (as indicated by the truncated message). 📝 What Happened Entered the information for the person paying the DC income tax on DC FR 147. ❌ Troubleshooting The validation message indicates that the telephone number value entered for the TelephoneNo element does not match the required datatype pattern for PhoneNumberType. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire E-File Validation Error: CaliforniaEarnedIncome has incomplete content This is a known reported issue that was corrected with State Individual CA Module V4.0 that was released on 02-20-2023   Message summary: The element 'CaliforniaEarnedIncome' in namespace 'www.ftb.ca.gov/efile' has incomplete content. List of possible elements expected: 'StateWages - SureFire E-File Validation Error:The element 'CaliforniaEarnedIncome' in namespace 'www.ftb.ca.gov/efile' has incompl ⚠️ Before You Begin You will need to: Update to State Individual CA Module V4.0 (released 02-20-2023) Create your e-file after updating 📊 Step-by-Step Guide Step 1: Update your State Individual CA Module Use this when you need to install the fix for the validation error. Please update module and create efile. Step 2: Create your e-file Use this after the module update so the corrected validation logic is used. Please update module and create efile. ✅ Success! The issue was corrected with State Individual CA Module V4.0 released on 02-20-2023. After updating and recreating your e-file, the validation error should be resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire E-File Validation Error: Corporate has invalid child element NumOfficerCompPaid This guide helps you fix the SureFire e-file validation error related to Form 1120S EF. ⚠️ Before You Begin Make sure you are working in the correct return and form: Form 1120S EF 📊 Step-by-Step Guide Step 1: Open Form 1120S EF Use this when you need to access the e-file validation settings for the return. Go to Form 1120S EF. Step 2: Navigate to Security Information Use this when you need to update the fields that affect e-file validation. Go to the Security Information section. Step 3: Check the wages and salaries checkbox and enter the required W-2 count Use this when the checkbox is marked and an amount must be provided. On Line ' If Checked, wages and salaries are claimed on this return' if the checkbox is marked an amount needs to be entered on the following Line "Enter the number of W-2s issued"" or On Line ""If checked 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire E-File Validation Error: The element 'FormHeader' in namespace 'http://www.irs.gov/efile' has invalid child element 'NonResidentStatusForeign' in namespace 'http://www.irs.gov/efile'. - E-File Validation Errors:The element 'FormHeader' in namespace 'http://www.irs.gov/efile' has invalid c Form OK 511NR Page 1 If you are a nonresident, enter the state OR country of residence abbreviation. not both ⚠️ Before You Begin Make sure you are entering the correct residence information for a nonresident: Enter the state OR the country of residence abbreviation Do not enter both 🧩 Step-by-Step Guide Step 1: Confirm your nonresident residence entry If you are a nonresident, you must enter the state OR country of residence abbreviation—never both. Step 2: Re-check the form header fields Review the FormHeader-related fields to ensure the invalid child element condition is resolved by using only the correct residence abbreviation. ❌ Common Errors This validation message commonly occurs when both the state and the country of residence abbreviation are entered for a nonresident. Fix: Enter the state OR the country abbreviation, but not both. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire E-File Validation Error: IRSW2 Invalid Child Element This guide explains how to fix the SureFire E-File Validation Error that mentions: The element 'IRSW2' ... has invalid child element 'EmployerForeignAddress' In most cases, the issue is caused by how the Employer address (U.S. or Foreign) is entered on the W-2. ⚠️ Before You Begin You will want to review the Employer address information used for the W-2. 📊 Step-by-Step Guide Step 1: Confirm the Employer address type on the W-2 Use this when you need to ensure only the correct address field is populated. Make sure either the Employer's U.S. Address or the Employer's Foreign Address is entered on the W-2. Step 2: If both are entered, remove one Use this when you have both address types filled in. If both are entered, remove one and the error will clear. Step 3: Check for special characters Use this when the error persists after correcting the address type. Note: Make sure there are no special characters in the address fields. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire E-File Validation Error: ResidencyStatusYou / ResidencyStatusSpouse This guide explains how to resolve the SureFire E-File Validation Error related to invalid child elements under ResidencyStatusYou and ResidencyStatusSpouse. ⚠️ Before You Begin Make sure you are editing the correct return and that you are on the correct worksheet/section referenced by the error. 📊 Step-by-Step Guide Step 1: Remove State Abbreviations from the WI 1NPR Page Use this when you need to fix the validation error by correcting the WI 1NPR entry. Remove (State Abbreviations) from the WI 1NPR Page 5 Line e. ✅ Success! After removing the state abbreviations from WI 1NPR Page 5 Line e, re-run your SureFire e-file validation to confirm the error is resolved. ❌ Common Errors If the validation error persists, double-check that you edited the correct line (Page 5 Line e) on the WI 1NPR page. Confirm that the values under ResidencyStatusYou and ResidencyStatusSpouse no longer contain the invalid child element data referenced in the error message. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire E-File Validation Errors: The "GroupExemptionNum" element is invalid Error message: The 'GroupExemptionNum' element is invalid - The value '501c' is invalid according to its datatype 'String' - The Pattern constraint failed. - Must fit the pattern: \d{4}- Group return GEN- Top of form Bullet 3 - E-File Validation Errors:The 'GroupExemptionNum' el Please verify the group exemption number on main info. 501C is not a valid number. ⚠️ Before You Begin Make sure you have the correct four-digit group exemption number (GEN) from the central/parent organization. 📊 Step-by-Step Guide Step 1: Check the Group Exemption Number on Main Info Use this when you need to confirm the value entered for the GEN. Go to Main Info and verify the Group Exemption Number. If you entered 501C, update it—501C is not a valid number for this field. Step 2: Enter the Correct Four-Digit GEN Use this when you need to correct the format to match the validation pattern. Enter the four-digit group exemption number if the organization is included in a group exemption. The group exemption number (GEN) is a number assigned by the IRS to the central/parent organization of a group that has a group ruling. Contact the central/parent organization to ascertain the GEN assigned. 📝 Reference https://efile.form990.org/Help.aspx?Reference=Form990EZ_Part00_F#:~:text=The%20group ❌ Common Issue This validation error occurs when the GroupExemptionNum value does not match the required format (must fit the pattern \d{4}). For example, entering 501C will fail validation because it is not the required four-digit GEN. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire E-File Validation Error: The 'FEMADisasterDeclarationNum' element is invalid This guide explains how to fix the e-file validation message: The 'FEMADisasterDeclarationNum' element is invalid - The value '29800' is invalid according to its datatype 'String' - The Pattern constraint failed. - Must fit the pattern: ((([D][R])|([E][M]))-[0-9]{4})-(AA|AE|AL|A Note: The message also includes: The 'FEMADisasterDeclarationNum' element is invalid - ⚠️ Before You Begin Before you make changes, make sure you are working in the correct form: Form 8915-F 📊 Step-by-Step Guide Step 1: Check Form 8915-F Page 1 (Line C and Line D) Use this when you need to remove conflicting selections that cause the FEMA declaration number requirement. Go to Form 8915-F Page 1 and remove any selection or information on Line C if Line D for coronavirus has already been selected. Step 2: Check Form 8915-F Page 2 (Line 1 Column B) Use this when an amount entered triggers a required FEMA declaration number. On Form 8915-F Page 2, remove any amount from Line 1 column B. Important: This column is for qualified disaster distributions for the disasters in Item C. If an amount is entered in this column, it will expect a FEMA declaration number on Line C of Page 1. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire E-File Validation: The "http://www.irs.gov/efile:EndMonthNumberCd" element is invalid Message: The value "" is invalid according to its datatype "http://www.irs.gov/efile:MonthNumberCdType" - The Pattern constraint failed. - Allocation stop month Where it shows up: SureFire E-File Validation ⚠️ Before You Begin This error indicates that the Allocation stop month is missing on Form 8962. You may see this specific note: Missing the Allocation stop month on Form 8962 Page 2 Line 30d. 📊 Step-by-Step Guide Step 1: Open Form 8962 Use this when you need to locate the field that is missing. Go to Form 8962 and navigate to Page 2. Step 2: Enter the Allocation stop month Use this when you need to fix the invalid or blank month value. On Page 2, Line 30d, enter the Allocation stop month. This will resolve the validation error for the http://www.irs.gov/efile:EndMonthNumberCd element. ✅ Success! Once the Allocation stop month is entered on Form 8962 Page 2 Line 30d, the E-File validation error for EndMonthNumberCd should be cleared. ❌ Common Errors Blank value: If the field is left empty, the value "" fails datatype/pattern validation. Wrong form location: The error specifically references Form 8962 Page 2 Line 30d, so be sure you are editing the correct line. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire Error 189: Invalid EFIN When Transmitting Return This guide walks you through resolving Error 189, which indicates an invalid EFIN during transmission. Even if your EFIN is correct in Form 8879, you may still need to refresh the EFIN entry and re-run diagnostics. ⚠️ Before You Begin Make sure you have the correct EFIN to enter in Form 8879. 📊 Step-by-Step Guide Step 1: Delete the e-file Use this when you need to remove the existing e-file so you can rebuild it with the correct EFIN. Delete e-file. Step 2: Delete the EFIN in Form 8879 Use this when you need to clear the EFIN value so it can be re-added correctly. In the return form 8879 deleted EFIN. Step 3: Run diagnostics Use this to confirm the return is updated after removing the EFIN. Run diagnostics. Step 4: Close the return Use this to ensure changes are saved and the return can be reopened fresh. Close return. Step 5: Open the return again Use this to reload the return after closing it. Open return. Step 6: Re-add the EFIN in Form 8879 Use this to enter the correct EFIN so transmission no longer flags it as invalid. Re add EFIN in form 8879. Step 7: Run diagnostics again Use this to verify the updated EFIN is accepted before transmitting. Run diagnostics. Step 8: Create the e-file and transmit Use this to generate the updated e-file and send the return. Create Efile and transmit ✅ Success! After re-adding the EFIN in Form 8879 and re-running diagnostics, create the e-file and transmit the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire FAQ for 706/709 (Estate) returns Use this guide to find quick answers about Form 706 Estate returns in SureFire. 📚 Questions & Answers Q: What is 706 Estate used for and when is it due? A: The 706 is due 9 months after someone dies. If a person dies in February, the return is due in November. Most who are deceased are not required to file a Form 706 return. With a few exceptions, the only individuals who must file a 706 return are those who have died that leave a gross estate over $5,430,000. Q: Which 706 states does SureFire support? A: New York. Note: Applies to tax year 2013 and going forward. Q: Additional states were supported in prior years, why are you only supporting New York now? A: We made this business decision to allocate state development resources elsewhere based on usage by our customers. Q: What if I need another state? A: You can complete the federal portion in the SureFire software, then download the PDF forms from the state's website and fill those out manually. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire Form 8919 E-file validation error Message: The 'http://www.irs.gov/efile:SSN' element is invalid - The value '' is invalid according to its datatype 'http://www.irs.gov/efile:SSNType' - The Pattern constraint failed. - Form 8919 - The 'http://www.irs.gov/efile:SSN' element is invalid - The value '' What this means: Form 8919 is incomplete. ⚠️ Before You Begin Make sure you have the correct name and SSN information available so you can enter it in the correct place on Form 8919. 📊 Step-by-Step Guide Step 1: Open 8919 SP Use this when you need to access the section where the name and SSN are entered for Form 8919. Go to 8919 SP. Step 2: Enter the name and SSN Use this when the e-file validation indicates the SSN field is missing or invalid. Enter the name and SSN in 8919 SP. Step 3: Re-check the e-file validation Use this to confirm the error is resolved after completing the form. After entering the name and SSN, run the e-file validation again to ensure Form 8919 is complete. ✅ Success! Form 8919 should no longer be flagged as incomplete once the name and SSN are entered correctly. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire IL1120-5910-2: If Form IL1120 Step 3 Line 23 Box A contains an X If Form IL1120 Step 3 Line 23 Box A contains an X, then the following fields must be zero or blank. ⚠️ Before You Begin Check the value in: Form IL1120 > Step 3 > Line 23 > Box A 📊 Step-by-Step Guide Step 1: Verify Box A contains an X Use this when you need to confirm the condition that triggers this rule. If Form IL1120 Step 3 Line 23 Box A contains an X. Step 2: Ensure the required fields are zero or blank Use this to correct the form so it meets the requirement. Then Form IL1120 Step 3 Line 23 Box B and Form IL1120 Step 4 Line 24 through Form IL1120 Step 4 Line 34 must be zero or blank. ❌ Common Errors Box B has a value other than 0 when Box A contains an X. Lines 24 through 34 contain values when they should be zero or blank. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire Individual Return Sch C - Cannot get the Sch C income for MA to flow to MA return and compute the tax Scenario: Business income from two different states—one state where the taxpayer is a resident (CT) and another state where the taxpayer is a non-resident (MA). This guide explains what to do when the Sch C income for MA does not flow correctly to the MA return and you need MA to compute the tax. ⚠️ Before You Begin You will need to know: The exact amount of income for the MA Sch C (if available) Each category of expense for the MA Sch C If you do not know the exact amounts, you will use the NR apportionment worksheet on line 13 of the MA 1-NY/PY 📊 Step-by-Step Guide Step 1: Confirm you have Sch C amounts for both states If the Sch C is from both states, you will need to know the exact amount of income and each category of expense. Step 2: Add the MA Sch C to the return Add the MA Sch C to the return at the top of the page. Enter the copy number—info will flow from the Federal Sch C. Step 3: Override the MA Sch C amounts You will need to override the MA Sch C and enter the exact amount of income and each category of expense. Step 4: If you do not know the exact amounts, use the NR apportionment worksheet If you do not know the exact amount, use the NR apportionment worksheet on line 13 of the MA 1-NY/PY. Step 5: Override amount on 8a to enter the allocated amount Note that in this case, you will need to override amount on 8a to enter the allocated amount. Step 6: Check e-file acceptance for MA Not sure if MA will accept via e-file, may have to paper file return. ❌ Troubleshooting Note If MA is not computing correctly, the most common cause in this scenario is that you must override the MA Sch C and (when needed) use the NR apportionment worksheet and override amount on 8a with the allocated amount. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire is not calculate EIC To receive this credit, the taxpayer's income must be below the qualifying limit for the tax year, be between the ages of 25 and 65, have a valid Social Security Number (SSN), among other requirements described in IRS Publication 17. ⚠️ Before You Begin If your client meets the requirements, make sure you have correctly entered his or her birth date, income, and SSN. Note: Please verify the last changes rules at:https://www.irs.gov/newsroom/changes-to-the-earned-income-tax-credit-for-the-2022-filing-season 📊 Step-by-Step Guide Step 1: Confirm the client meets EIC requirements Use this when you need to ensure the taxpayer qualifies for the credit. To receive this credit, the taxpayer's income must be below the qualifying limit for the tax year, be between the ages of 25 and 65, have a valid Social Security Number (SSN), among other requirements described in IRS Publication 17. Step 2: Verify the birth date, income, and SSN are entered correctly Use this when your client meets the requirements but SureFire is not calculating EIC. If your client meets the requirements, make sure you have correctly entered his or her birth date, income, and SSN. Step 3: Check for rule changes for the filing season Use this to ensure you are following the most current IRS guidance. Note: Please verify the last changes rules at:https://www.irs.gov/newsroom/changes-to-the-earned-income-tax-credit-for-the-2022-filing-season 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire MA State Reject F1-1520 - F1-1520 The income tax due to another state or jurisdiction amount is incorrect based on the Schedule OJC. Reject/Indicator: ReturnState/ns:ReturnDataState/ns:FormMAForm1/ns:IncomePaidToOtherStateValue ⚠️ Before You Begin You will need to ensure Schedule OJC (Sch OJC) is included and completed, then recreate your E-file. 📊 Step-by-Step Guide Step 1: Add Schedule OJC The state is requesting Sch OJC. Please add the Sch OJC to the return. Step 2: Complete Required Information Fill in any fields the program requires for Schedule OJC. Fill any required information on Schedule OJC. Step 3: Recreate and Re-File After updating Schedule OJC, you must regenerate the E-file. Recreate E-file and submit again. ✅ Success! Once Schedule OJC is added and all required information is completed, the reject related to the income tax due to another state or jurisdiction amount should be resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire NC E-File Validation Error: Incomplete content in AuthenticationHeader / FormNCD410 This guide helps you fix the SureFire NC e-file validation error by updating which form type you are using for your filing. ⚠️ Before You Begin Before you continue, make sure you know whether you are filing an extension or not. 📊 Step-by-Step Guide Step 1: Go to Form NC 410 (Extension) Use this when you are filing an extension. Go to Form NC 410 and select the check box that you are using the form for the extension. Step 2: Go to Form NC 400 Page 1 (Not an Extension) Use this when you are not filing an extension. If you aren't filing an extension, go to Form NC 400 Page 1 and select "This Income tax return" for the forms you are filing. ✅ Success! After selecting the correct form option (extension vs. not an extension), your e-file validation should be able to complete without the incomplete content errors. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire not calculating correctly standard deductions when the taxpayer can be claimed by another person Scenario: The taxpayer can be claimed by another person, and the check box on the Main info sheet is selected showing the taxpayer can be claimed by someone else. In this case, the standard deduction does not change on Form 1040. ⚠️ Before You Begin Review whether the taxpayer can be claimed as a dependent by another taxpayer. If so, the standard deduction rules are limited for 2022. 📊 What the Standard Deduction Should Be (2022) If you can be claimed as a dependent by another taxpayer, your standard deduction for 2022 is limited to the greater of: (1) $1,150, or (2) your earned income plus $400 (but the total can't be more than the basic standard deduction for your filing status).   ✅ When the Correct Deduction Matches a Non-Claimed Single Filing Status If the taxpayer has an earned income that is the same as or more than the standard deduction, the correct deduction would be the same as a single filing status that is not claimed by someone else.   ❌ Important Note About Form 1040 In this scenario, the standard deduction does not change on Form 1040. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire Ordinary income loss from activity on K-1 - How do I report ordinary loss on Beneficiary's K-1 worksheet in SureFire This guide explains how to report an ordinary loss on the Beneficiary's K-1 worksheet in SureFire when you do not have a prior year return to carry forward. ⚠️ Before You Begin Before you start, note the following: If you carried forward the return from the prior year, the loss would be reported on Form 8582. Since you do not have a prior year return, you will need to enter manually (override may be required on most of the fields). 📊 Step-by-Step Guide Step 1: Enter the loss on Page 1 of Form 8582 Use this when you need to enter the amount as a negative number. Page 1 of 8582, line 2c enter the amount as a negative number. Step 2: Enter the activity details on Page 2 of Form 8582 Use this when you need to match the activity name and enter the loss amount in the correct column. Page 2 of 8582, Part V: Activity name is 1065/1120S/1041 K1S - enter the amount in column C, you can use the 3rd line, Step 3: Complete 8582 AMT if the amount does not flow over Use this when required amounts do not automatically carry over. Complete the 8582 AMT if the amount are required but not flow over, follow the same steps as noted above. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire Return list status is showing "Efile batched" If your program is displaying return status as E-file Batched, follow the steps below to refresh the return status. ⚠️ Before You Begin Make sure you can open the affected return in SureFire. 📊 Step-by-Step Guide Step 1: Open the return Use this when you need to refresh the return details. Open the return and remove the taxpayers name Step 2: Save and close Use this to ensure the change is recorded. Save return and close it Step 3: Reopen the return Use this to reload the return so the status can update. Open the return again Step 4: Add the name back in Use this to restore the correct taxpayer information. Add the name back in Step 5: Create the E-file as normal Use this to generate the e-file after the refresh. Create the E-file as normal. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire Sch C prior year losses (How do I deduct PY losses)? Need assistance reviewing your return file to determine where PAL occurred and how to deduct them in the current year. ⚠️ Before You Begin Review line G and the at-risk information on your return so you can determine whether you must use the at-risk rules and/or the passive activity loss rules. 📊 Step-by-Step Guide Step 1: Check whether all amounts are at risk Use this when you need to decide whether to check box 32a or 32b and whether Form 8582 is required. All investment is at risk. If all amounts are at risk in this business, check box 32a. If you answered Yes on line G, your loss will not be reduced by the at-risk rules or the passive activity loss rules. See Line 31, earlier, for how to report your loss. But if you answered No on line G, you may need to complete Form 8582 to figure your loss to enter on line 31. See the Instructions for Form 8582 for details. Step 2: Check whether some investment is not at risk Use this when only part of your investment is at risk. Some investment is not at risk. If some investment is not at risk, check box 32b; the at-risk rules apply to your loss. Be sure to attach Form 6198 to your return. If you answered "Yes"" on line G ❌ Common Notes / Troubleshooting If you are unsure whether PAL occurred and where it should be reflected, you may need assistance reviewing your return file to determine where PAL occurred and how to deduct them in the current year. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire Schedule SE - Line 2 amount does not include Schedule E, Page 2, Partnership loss This message indicates that the amount on Line 2 is not including the loss from Schedule E, Page 2 (Partnership loss). ⚠️ Before You Begin Make sure you have reviewed the K-1 input fields related to self-employment earnings (loss). 📊 Step-by-Step Guide Step 1: Verify the K-1 amount for self-employment earnings (loss) Use this when you need to ensure the correct loss is included in the calculation. Verify the amount entered on the K-1 Input Box 14 Self-employment earnings (loss). ❌ Common Errors If the amount on Line 2 still does not include the loss from Schedule E, Page 2, Partnership loss, re-check that the K-1 Input Box 14 Self-employment earnings (loss) value is entered correctly. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire should be calculating the EIC but is not If your Earned Income Credit (EIC) is not calculating, this guide will help you check the key items that control whether EIC can be calculated. ⚠️ Before You Begin Before troubleshooting, please confirm the following: Main Info Sheet is completely filled out. The EIC box in the dependent information section is marked with an X. The correct birth date is entered for the child. The relationship is a qualified relationship (see the 1040 instructions). 📊 Step-by-Step Guide Step 1: Review the EIC worksheet questions Use this when you need to confirm what the EIC worksheet is asking. Read the questions at the top of the EIC worksheet. Step 2: Check Questions 11-17 Use this when you want to verify the worksheet calculations. Check Questions 11-17. These questions calculate for you. The information on each question tells you if you can continue with the next question. Step 3: If there are no qualifying children, verify age and birth date Use this when the taxpayer does not have qualifying children. If the taxpayer does not have qualifying children, make sure that you correctly entered the birth date on the Main Info Sheet and that the taxpayer is over age 25, but under age 65. Step 4: Confirm Social Security Numbers (SSNs) and ITINs Use this when EIC is not calculating due to eligibility requirements. Does the taxpayer, spouse and/or qualifying children have valid social security numbers? If any of them have an ITIN they do not qualify for EIC. Step 5: Verify the Schedule EIC “No” check box Use this when the worksheet indicates the taxpayer does not qualify. Is the question at the top of the Schedule EIC Form marked If the taxpayer seems to qualify for EIC, but does not, check here for "No""? If this box is marked EIC will not calculate. ❌ Common Reasons EIC Won’t Calculate The Main Info Sheet is not completely filled out, including the EIC box in dependent information marked with an X. The child’s birth date is incorrect. The relationship is not a qualified relationship (per the 1040 instructions). Questions 11-17 indicate you cannot continue. The taxpayer does not meet the age requirement when there are no qualifying children (over age 25, but under age 65). The taxpayer, spouse, and/or qualifying children do not have valid SSNs (or have an ITIN, which disqualifies them for EIC). The Schedule EIC “No” box is marked, which prevents EIC from calculating. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire Web Version: E-file Button Not Activated for 4868/2350 When Income Is 0 Issue: The E-file button is not activated to create an e-file for an extension when there is 0 income in the return. What this guide covers: Workaround - how to enable the e-file creation for 4868/2350 extensions when income is 0. ⚠️ Before You Begin This workaround is intended to allow the e-file to be created when the return shows 0 income. 🛠️ Workaround Step 1: Enter at Least $1 of Income The workaround is to input at least $1 of income into the return and this will allow the e-file to be created. ✅ Success! After entering at least $1 of income, the e-file should be able to be created for the 4868/2350 extension. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire: Frequently Asked Questions This article addresses the following questions: What is an EFIN and why do I need one? What is a PTIN and why do I need one? What is a Client ID Number and why do I need one? What is a Registration Code and why do I need one? How do I get a copy of the invoice for my SureFire software? How do I get training for my software purchase? How do I get support for SureFire? Where do I enter 1040 tax data in the return? How do I reset my password? When will the forms I need be released? When can I E-file for my state? How do I get information on Bank Product offerings? 📚 Questions & Answers 1.) What is an EFIN and why do I need one? - [Return to Top] Your Electronic Filing Identification Number (EFIN) is provided by IRS E-Services and is required to E-file tax returns. Once you have obtained your EFIN, you will need to upload it to the SureFire support site along with a copy of your IRS EFIN letter. If you already have an EFIN, you will need to upload the EFIN letter youve received from the IRS. Instructions on how to upload the EFIN letter can be found here. If you dont have an EFIN or the IRS EFIN letter, you will need to obtain one from the IRS. Instructions can be found by visiting the IRS e-Services page or by calling 866-255-0654. 2.) What is a PTIN and why do I need one?- [Return to Top] The Preparer Tax Identification Number (PTIN) is issued by the IRS and is required of all preparers. It is used to keep your preparer account information current and to receive communications from the IRS Return Preparer Office. A PTIN can be applied for and obtained by visiting the IRS PTIN page. 3.) What is a Client ID Number and why do I need one?- [Return to Top] Your Client ID is a number assigned to you by Wolters Kluwer. This Client ID will be used to register your software, gain access to certain sections of the Solution Center and allow you to dial into support. You should receive an email containing your Client ID shortly after purchasing your software. 4.) What is a Registration Code and why do I need one?- [Return to Top] Your Registration Code is issued by SureFire and is required to login to the SureFire support site, login to SureFire Web Version the first time, register your SureFire Install Version software and to reset your Admin password. Shortly after purchasing your SureFire software, you should receive your Registration Code in an email from us. If you have previously logged into the SureFire support site as an Admin user and have created a password, you can find your Registration Code here. If you have not received your Registration Code after having purchased SureFire, you will need to have your Client ID on hand and contact our support team at 866-641-9473. Once obtained, please be sure to keep both items in a safe place for future reference. 5.) How do I get a copy of the invoice for my SureFire software?- [Return to Top] To obtain a copy of your invoice, visit the SureFire Support Site. Under Account Services, select Billing Detail and enter a date range to search for your invoices during that time frame. 6.) How do I get training for my software purchase?- [Return to Top] To register for a SureFire training event, visit our Events page and sign up for one of our SureFire training sessions. For information on how to get started with SureFire, visit the SureFire Getting Started page. To access a library of informational training videos, visit our Education Library for SureFire Install Version here. SureFire Web Version users can visit the SureFire Web Version Education Library here. We also have a Knowledge Base found here that you can use to find helpful articles on a variety of topics. 7.) How do I get support for SureFire?- [Return to Top] To get help with your new software, please visit the SureFire Support Site. On the SureFire Support Site, you will find the phone number and hours for support listed as well as a link to live chats. Live chats are also available in Spanish. Other self-help links on this page include the SureFire Blog, Knowledge Library, Latest News and the Onboarding Libraries. Also, you can always access helpful information directly within the SureFire software under the Help menu which can also be accessed by pressing the F1 key. If you are having issues navigating the SureFire Support Site, be sure to visit our Knowledge Base. From the SureFire Support Site, select the Knowledge Base link. The Knowledge Base offers many helpful articles such as how to navigate the support site, how to view and change billing methods, where to access COA requests and view invoices. 8.) Where do I enter 1040 tax data in the return?- [Return to Top] Each product comes with a helpful guide that can be found under Program Help. To access these guides, be sure to search for Guide to Entering 1040 Tax Data under the Help tab. This will tell you where to enter information and access various forms within SureFire. 9.) How do I reset my password?- [Return to Top] Only SureFire Install Version administrators can reset passwords. Under the File menu, select Reset Admin Password. You will need your Client ID, EFIN and Registration Code. Once this info is provided, the Admin user account password will be reset to blank. When you log back into SureFire, the system will then ask you to create a new password. For all other SureFire Install Version users, you will need to contact your companys SureFire administrator to have them reset your password. SureFire Web Version users can reset their password directly from the SureFire login page. On the login page, select Forgot username or password and follow the prompts to reset your password. 10.) When will the forms I need be released?- [Return to Top] To find out when forms will be released, visit the SureFire Support Site. Under Quick Links, select Forms Release Schedule and select the jurisdiction you need to view the form status. 11.) When can I E-file for my state?- [Return to Top] To find out when you can E-file in your state, visit the SureFire Support Site. Under Quick Links, select Module Delivery and E-file Dates. Enter your login credentials, select your jurisdiction and you will see the estimated and actual release dates as well as estimated and actual E-file release dates. 12.) How do I get information on Bank Product offerings?- [Return to Top] To learn more about our Bank Product partners and programs details, please be sure to visit our Settlement Solutions page for more information. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire: IRS instructions for Name Control This article explains how to determine the IRS name control for different types of payees and businesses. ⚠️ Before You Begin Use the rules below to create a name control that follows IRS formatting requirements. The name control consists of four alpha and/or numeric characters (with specific exceptions noted below). The hyphen (-) or a blank space are the only special characters allowed in the name control. These special characters cannot be in the first position of the name control. 📚 Individuals A name control for an individual is generally the first four characters of the last name on the information return. Example: Ralph Teak- Dorothy Willow -Joe McCedar The name control consists of four alpha and/or numeric characters. The hyphen (-) or a blank space are the only special characters allowed in the name control. These characters cannot be in the first position of the name control. The name control can have less, but no more than four characters. Blanks may be present only as the last three positions of the name control. If an individual has a hyphenated last name, the name control is the first four characters from the first of the two last names. Examples are Brandy Cedar-Hawthorn- Victoria Windsor-Maple. For joint returns, regardless of whether the payees use the same or different last names, the name control is the first four characters of the primary payee's last name. Examples are Joseph Ash Linda Birch- Edward Joan Maple ❌ Reminder Reminder:If a payee's last name has been changed, for instance, due to marriage, please tell the payee to contact SSA. SSA will issue a new social security card reflecting the payee's new name and will automatically send IRS the new name. To change the name shown on a social security card, the payee should complete SSA Form SS-5, Application for a Social Security Number Card. Form SS-5 is available at www.socialsecurity.gov (or ssa.gov) or by calling SSA at 1-800-772-1213 (TTY 1 -800-325-0778) or by visiting a local SSA office. 📚 Sole Proprietor A sole proprietor must always use his/her individual name as the legal name of the business for IRS purposes. Example: Mark Hemlock is a sole proprietor who owns a business called The Sunshine Caf. Because this is a sole proprietorship, the name control is the first four characters of the individual's last name - HEML. The name control consists of four alpha and/or numeric characters. The hyphen (-) or a blank space are the only special characters allowed in the name control. These characters cannot be in the first position of the name control. The name control can have less, but no more than four characters. Blanks may be present only as the last three positions of the name control. The name control for a sole proprietor's name is the first four significant characters of the last name. When the taxpayer has a true name and a trade name, the name control is the first four characters of the individual's last name. True Name: Arthur P. Aspen Trade Name: Sunshine Restaurant Name   Business 📚 Business (Corporate Name Control) Generally, the Name Control is derived from the first four characters of the corporation. The ampersand () and hyphen (-) are the only special characters allowed in the Name Control. The Name Control can have less, but no more than four characters. Blanks may be present only at the end of the Name Control. ❌ Note Note: Do not include ''dba'' as part of the Name Control. The initials stand for ''doing business as. Business Name Control Valid Characters: Numeric (0- 9) Alpha (A-Z) Hyphen (-), Ampersand () 📚 Special Business Name Control Rule If an invalid character is used in the name line, drop the special character from the taxpayer's name. Example: Jon.com should be considered as Joncom so the Name Control should be Jonc. 📚 Business Name Control - Examples   Name Control Underlined Name Control Rule Rule Sumac Field Plow Partnership 11th Street LLC P P Consulting Y-Z Drive LLP ZZZ Club John Hackberry LLP ELM OAK! Tree SUMA 11TH PPC Y-ZD ZZZC JOHN ELM OAKT Derive the name control from the first four significant characters of thepartnership name.   Blanks may be present only at the end of the name control. The Willow LLC The Hawthorn WILL THEH When determining a partnership's name control, include the word The when it is followed by only one word. John What Mary Who   Hawthorn, Willow Hackberry WHAT   HAWT Determine the name control from the first four letters of the first partners last name.   Michael Woods Joseph Light, Ptrs dba MJ Furniture MJF If the business or a trade nameis presentand it can be determined that the trade name is for a partnership, follow the Name Control procedures for partnerships. Derive the name control from the first four significant characters of the partnership name.   Blanks may be present only at the end of the name control. 📚 Estate and Trust Name Control - Examples Estate Organization Name Control (Underlined) Name Control Rule Frank Walnut, Estate, Allan Beech, Exec WALN The Name Control is the first four characters of the deceased individual's last name. Note: The decedent's name may be followed by or preceded by Estate on the name line. Jan Fir Trust FBO Patrick Redwood Chestnut Bank TTEE FIR If the organization name control contains the name of an individual and the words Trust and Fund are both present, use the first four characters of the trusts name or individuals last name. Jan R. Fir Childrens Trust FIRC JRF Childrens Trust JRFC ABCD Trust No. 001036 ABCD Donald C Beech Trust FBO Mary, Karen, Mike Beech BEEC Testamentary Trust U/W Margaret Balsam, Cynthia Fig BALS Note: Never include any part of the word trust in the Name Control Michael Teak Clifford Trust TEAK Cedar Corp Employee Benefit Trust CEDA When the organization name contains the name of a corporation and the words Trust and Fund are both present; apply the corporate name control rules below. Magnolia Association Charitable Lead Trust MAGN Maple-Birch Endowment Trust, John J. Willow Trustee MAPL When a corporation, association or endowment is part of the Trust name, use the first four characters of the name of the corporation, association, etc. Trust No. 0129C FBO Margaret Laurel 129 For numbered trusts, use the first four digits of the trust number, disregarding any leading zeros and trailing alphas. Trust No. 12100 FBO Margaret Laurel 1210 0020 GNMA Pool 20GN GNMA pool, use the first four digits of the pool number, but do not include any leading zeros or trailing alphas. If there are fewer than four numbers, use the letters GNMA to complete the Name Control.   📚 Please see the following IRS instructions: How Your Name Control is Assigned. Correct Name Control for Corporate Returns. Correct Name Control for Partnership Return. 📝 Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Instrucciones del IRS para el name control en SureFire 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Switch to a Different Parent Form in SureFire Use this guide to switch an Asset Worksheet to a different parent form. ⚠️ Before You Begin Make sure you select a parent form where depreciation applies. SureFire will not allow you to select a parent form to which depreciation does not apply. 📊 Step-by-Step Guide Step 1: Find the Asset Worksheet Use this when you need to locate the worksheet you want to move. In the tree, right-click the Asset Worksheet for which you want to change the parent form. Step 2: Start the Parent Form Change Use this to begin switching the worksheet’s parent form. Click Change Parent Form. SureFire changes the cursor allowing you to select a different parent form in the tree. Step 3: Confirm the Change Use this to complete the move to the new parent form. Click Yes. ✅ Success! SureFire moves the Asset Worksheet to the new parent form. ❌ Important Notes When you perform this procedure for an Asset Worksheet, SureFire does not allow you to select a parent form to which depreciation does not apply. If you select a form that cannot be the parent form, SureFire displays a message 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Title Here Questions and answers on exclusions, extensions, and other tax benefits available to members of the U.S. Armed Forces. 📊 Step-by-Step Guide Step 1: Review the included resources This article also references Publication 3, Armed Forces' Tax Guide, and several recent news releases and notices, including: Tax Tip 2003-41 New Enlistees May Get Deferral for Back Taxes (news release IR-2002-18) Notice 2002-17: Tax Relief for those Involved in Operation Enduring Freedom Step 2: Use the special e-mail address when needed A special e-mail address is available for members of the Armed Forces, their spouses, authorized agents, or representatives to notify the IRS about someone serving in a combat zone. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Tax Tips for Form 706 Package This guide provides helpful reminders and where to find key information when preparing the Form 706 - Estate (and Generation-Skipping Transfer) Tax package in Sure-Fire. ⚠️ Before You Begin Use the correct Sure-Fire year: Use Sure-Fire 2011 for persons who died after December 31, 2011 and before January 1, 2013. For any person that dies during the year of 2012, Sure-Fire 2011 should be used. Know when the 706 package is released: The 706 package is normally released in September each year (when the IRS updates the forms). We have a special release for this package after all of the laser forms are approved by the IRS. 📊 Step-by-Step Guide Step 1: Confirm key filing timing Use this when you need to know when the return is due. Form 706 is due nine months after the date of death. Step 2: Understand e-filing availability Use this when you are planning how to submit the return. The IRS does not support e-filing for Form 706. Step 3: Complete Form 706, Page 1 Use this when you are entering decedent and executor information. Form 706, Page 1 Fill out Form 706, page 1 for information about the decedent; as well as for the executor of the estate. To add a state to the return: enter the state abbreviation under line 5, or press F3 to get the red out of the entry. If a change of address is needed: you must complete Form 8822; which is located in the Miscellaneous package. Key calculations on Page 1: The total gross estate less the exclusion is calculated on line 1, which comes from Form 706, page 3, Part 5, line 12. The total allowable deductions on line 2 is calculated from Form 706, page 3, line 22. Step 4: Complete Form 706, Page 2 (Parts 3 and 4) Use this when you are answering executor questions and entering spouse/beneficiary details. Form 706, Page 2 Part 3: Answer the questions regarding the executor. If you answer "No" to question 1, the alternate valuation columns will calculate on other Schedules. Part 4: Enter the representative, decedent, and surviving spouse information in this section. Beneficiaries and other prompts: Enter the beneficiaries' information on line 5. If there are more than thirteen beneficiaries, link from the "name of individual, trust, or estate receiving $5,000 or more" column to a statement. Answer the questions at the top of the page. Step 5: Complete Form 706, Page 3 (Part 5 - Recapitulation) Use this when you need to understand how totals and schedules flow together. Part 5 - Recapitulation Lines 1 through 9 are calculated from their corresponding Schedules to show the gross worth of the estate. Lines 13 through 21 are calculated from Schedules to show the deductions to the taxable estate. Line 12 and line 22 flow to Form 706, page 1. Schedule A through Schedule I are used to show the value of the decedent's estate. Enter deductions and credits on Schedule J through Schedule Q. More room for items: If, at any time you need more room to list items, link from the entries that read "Total from Continuation Schedules" to a Continuation Schedule. These Continuation Schedules will print with the return. Step 6: Use Form 4768 - Application for Extension of Time to File or Pay Use this when you need an extension for Form 706. Form 4768 - Application for Extension of Time to File or Pay Part I is calculated for you from Form 706, page 1. Part II: Mark the applicable box in Part II to apply for an extension of time to file Form 706. You are given an automatic six month extension. Part IV is where you apply for an extension of time to pay the tax owed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Tax Tips for Form 706 Package This guide provides helpful tax tips for preparing the Form 706 - Estate (and Generation-Skipping Transfer) Tax package. ⚠️ Before You Begin Please note the following timing and filing support details: Use SureFire 2019 for persons who died before January 1, 2019, and after December 31, 2018. For any person that dies during the year of 2020, SureFire 2019 should be used. The 706 package is normally released in September each year (this is when the IRS updates the forms). There is a special release for this package after all of the laser forms are approved by the IRS. Form 706 is due nine months after the date of death. The IRS does not support e-filing for Form 706. 📋 Form 706 Package Tips Step 1: Understand the Form 706 timing and e-filing rules Use this when you need to confirm which software version to use, when the package is released, and when the return is due. Form 706 is due nine months after the date of death. The IRS does not support e-filing for Form 706. Step 2: Complete Form 706, Page 1 Use this when you need to enter decedent and executor information, and set up state and address changes. Fill out Form 706, page 1 for information about the decedent; as well as for the executor of the estate. To add a state to the return, enter the state abbreviation under line 5, or press F3 to get the red out of the entry. If a change of address is needed, you must complete Form 8822; which is located in the Miscellaneous package. The total gross estate less the exclusion is calculated on line 1, which comes from Form 706, page 3, Part 5, line 12. The total allowable deductions on line 2 are calculated from Form 706, page 3, line 22. Step 3: Complete Form 706, Page 2 (Part 3) Use this when you need to answer questions regarding the executor. Part 3 Answer the questions regarding the executor. If you answer "No"" to question 1 ❌ Common Errors The original article does not list specific troubleshooting items. If you run into issues while completing Form 706, contact support for help. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This article explains the difference between taxable and non-taxable income using common examples from the IRS. ⚠️ Before You Begin Review your income sources and compare them to the IRS examples below. 📊 Step-by-Step Guide Step 1: Review common items not included as taxable income Use the IRS examples below to identify items that are often not treated as taxable income. To help you understand the differences between taxable and non-taxable income, the Internal Revenue Service offers these common examples of items not included as taxable income:   Adoption Expense Reimbursements for qualifying expenses Child support payments Gifts, bequests and inheritances Workers' compensation benefits Meals and Lodging for the convenience of your employer Compensatory Damages awarded for physical injury or physical sickness Welfare Benefits Cash Rebates from a dealer or manufacturer   Step 2: Check items that may or may not be taxable Some income may be taxable under certain circumstances, but not taxable in others. Examples of items that may or may not be included in your taxable income are:   Life Insurance - If the taxpayer surrenders a life insurance policy for cash, the taxpayer must include in income any proceeds that are more than the cost of the life insurance policy. Life insurance proceeds, which were paid to the taxpayer because of the insured person's death, are not taxable unless the policy was turned over to the taxpayer for a price.   Scholarship or Fellowship Grant - If the taxpayer is a candidate for a degree, the taxpayer can exclude amounts received as a qualified scholarship or fellowship. Amounts used for room and board do not qualify. Non-Cash Income- Taxable income may be in a form other than cash. One example of this is bartering, which is an exchange of property or services. The fair market value of goods and services exchanged is fully taxable and must be included as income on Form 1040 of both parties.   All other items including income such as wages, salaries, tips, and unemployment compensation are fully taxable and must be included in the taxpayer's income unless it is specifically excluded by law. These examples are not all-inclusive. For more information, see Publication 525, Taxable and Nontaxable Income, which can be downloaded from www.irs.gov ; or requested by calling the IRS at 800-TAX-FORM (800-829-3676).   📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket: https://surefiretaxsoftware.com/User/NewTicket

🔍 What This Guide Covers This article explains why your client may see Capital Gains Tax as 0% on certain 1040 situations. ⚠️ Before You Begin Make sure you understand the taxpayer’s tax rate and whether the regular tax tables are being used. 📊 Step-by-Step Guide Step 1: Review why the tax rate may be under 25% Use this when you need to confirm the reason behind a 0% capital gains result. This can occur when your client is using the regular tax tables and has a tax rate less than 25%. For these taxpayers, the Capital Gains Tax is 0%, according to IRS Publication 17: http://www.irs.gov/publications/p17/ch16.html#en_US_publink1000172517 ❌ Common Errors If you still see unexpected results, verify the taxpayer’s filing situation and confirm you’re using the correct tables. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Taxes not calculated for 1040-Individual returns with Sch D- SureFire This can occur when your client is using the regular tax tables and has a tax rate less than 25%. ⚠️ Before You Begin Check whether the taxpayer is using the regular tax tables and has a tax rate less than 25%. 📊 What This Means Use this when you need to understand why taxes may not be calculated. For these taxpayers, the Capital Gains Tax is 0%, according to IRS Publication 17: http://www.irs.gov/publications/p17/ch16.html#en_US_publink1000172517 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers What to do when your taxpayer bank information doesn’t carry over to the state return. ⚠️ Before You Begin You will need: Your state return and the federal return you used 📊 Step-by-Step Guide Step 1: Check whether Form 8888 is included This can occur when the Federal return contains Form 8888, which allows multiple bank deposits for a single refund. When Form 8888 is present, the state refund cannot be designated “same as Federal.” The bank account RTN and account numbers need to be reentered on the state Form 8453. Step 2: Review the note about the Main Information Sheet Note: If Form 8888 is included in a return, Sure-Fire will not allow a bank product to be indicated on the Main Information Sheet. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Taxpayer has not received W-2 This guide explains what to do if you have not received your Form W-2, including who to contact and what information to have ready. ⚠️ Before You Begin It may have been returned because of an incorrect or incomplete address, so be sure to verify the correct address when contacting the employer. 📊 Step-by-Step Guide Step 1: Verify your address with the employer Use this when you need to confirm why your W-2 was not delivered. It may have been returned because of an incorrect or incomplete address, so the taxpayer should be sure to verify the correct address when contacting the employer. The taxpayer should then allow the employer a reasonable amount of time to re-mail or issue Form W-2. Step 2: If you still do not receive it by February 15th, contact the IRS Use this when the employer has not reissued or re-mailed your W-2 in time. If the W-2 is still not received by February 15th, the taxpayer can contact the IRS for assistance. The toll-free number is (800) 829-1040. When the taxpayer calls, he or she should have the following information with them: The employer's name and complete address, Employer Identification Number (if known) and telephone number. Taxpayer's name, address, Social Security Number, and telephone number. An estimate of the wages you earned, the Federal income tax withheld, and the dates you began and ended employment. Step 3: If you misplaced your W-2, request a replacement from the employer Use this when you had the W-2 but it is now missing. If the taxpayer misplaced the W-2, the employer should be contacted to replace the lost form with a reissued W-2. The employer is allowed to charge a fee for replacing a lost W-2. Step 4: If you cannot receive a W-2 by the tax filing deadline, consider Form 4852 (last resort) Use this only if you cannot get your W-2 in time to file. If the taxpayer is unable to receive a W-2 by the tax filing deadline, you may use Form 4852. Using this form will delay any refund due because the IRS may verify any information submitted with this form. Follow all instructions on this form. Form 4852 should only be used as a last resort. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Taxpayer is a US citizen living abroad with US income (work located outside the US): How to fill out the federal and state return This guide explains where to enter the taxpayer’s address when preparing a tax return for a US citizen living in a foreign country but with US income. ⚠️ Before You Begin You should be preparing a tax return for a US citizen living in a foreign country who has income from a US company, where the work is located outside the US. 📊 Step-by-Step Guide Step 1: Enter the address on the Foreign Address line Use this when you need to enter the taxpayer’s address for a US citizen living abroad. If you are preparing a tax return for a US citizen living in a foreign country but with US income, the address should be entered entirely on the Foreign Address line of the Main Info Form. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Texas Form 05-158A This form is used only when the taxpayer does not qualify to use the E-Z (TX 05-169) form, according to page 11 of the TX 05-158A instructions. TX form 05-169 is used for any entity that has annualized total revenue of $10 million or less. In SureFire, the appropriate form is selected based on the data entered in the return. 📚 What This Guide Covers When to use Texas Form 05-158A - only if the taxpayer does not qualify to use the E-Z (TX 05-169) form. When Texas Form 05-169 is used - for entities with annualized total revenue of $10 million or less. How SureFire selects the correct form - based on the data entered in the return. ⚠️ Before You Begin Use Texas Form 05-158A only when the taxpayer does not qualify to use the E-Z (TX 05-169) form (per page 11 of the TX 05-158A instructions). 📊 How SureFire Chooses the Correct Form Step 1: Enter your return data in SureFire Use this when you need to provide the information required for SureFire to determine which Texas form applies. Step 2: Let SureFire select the appropriate form Use this when you want SureFire to choose between TX 05-158A and TX 05-169 based on the data entered in the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 The "DeprecMthdAndConventionTypeCd" element is invalid This message indicates a validation failure related to the DeprecMthdAndConventionTypeCd element, where the value "AMORTIZ-" does not match the expected pattern for its datatype (String). ⚠️ Workaround Workaround: On page 2 of the 4562, looks like they can override and enter S/L-S/L and it will pass validation. 📊 Step-by-Step Guide Step 1: Open page 2 of Form 4562 Go to page 2 of the 4562 form where the validation error is occurring. Step 2: Override the value and enter S/L-S/L Use the override option on page 2 and enter S/L-S/L so the form passes validation. ✅ Success! After entering S/L-S/L on page 2 of the 4562, it should pass validation. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 The "http: //www.irs.gov/efile:TypeofProp" element is invalid - e-file validation error This error happens during e-file validation when a required property type is missing or not entered correctly on the federal Schedule E property entries. ⚠️ Before You Begin You will need to review your federal Schedule E, line 1 property entries, and confirm the correct value is entered in the required column. 📊 Step-by-Step Guide Step 1: Open Federal Schedule E Use this when you need to locate the property entries that are being validated. Go to the federal Schedule E. Step 2: Check Line 1 Property Entries Use this when you need to fix the specific validation issue. In the line 1 property entries, add the required property type in the "type" column for the necessary property. Step 3: If Not Needed, Remove the Form From the Return Use this when you do not need the Schedule E form included in the return. If you do not need the property/form, remove the form from the return. ❌ What This Error Means The value '0' is invalid according to its datatype 'http: www. irs.gov/efile:NJAmount1Type'. The MinInclusive constraint failed during e-file validation. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 The "http://www.irs.gov/efile:EIN" element is invalid (E-File Validation Errors) This error message indicates an issue with the IRS e-file XML validation for your Partnership Representative information. Use the steps below to correct the data on Form 1065. ⚠️ Before You Begin Make sure you have the correct SSN for the Partnership Representative (PR) before updating Form 1065. 📊 Step-by-Step Guide Step 1: Open Form 1065 Use this when you need to locate the correct section to update the PR information. Go to Form 1065, page 3. Step 2: Update the Partnership Representative designation Use this when you need to fix the PR ID Number field that is causing the validation error. In the section for Designation of Partnership Representative, find the field for ID Number of PR. In the field for ID Number of PR, enter the SSN for the representative in the format: SSN xxx-xx-xxxx ✅ Success! After entering the PR SSN in the correct format, re-check your e-file validation to confirm the error is resolved. ❌ Common Errors Wrong field: Make sure you are updating ID Number of PR in the Designation of Partnership Representative section. Incorrect format: Confirm the SSN is entered as xxx-xx-xxxx. Missing/partial SSN: Ensure the SSN is complete (no blanks or partial digits). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

❌ The "http://www.irs.gov/efile:FEIN" element is invalid This error message indicates that the EIN value is not matching the IRS EIN datatype rules, and it can cause the Form MS 108 submission to fail. ⚠️ Workaround On the MS 108 page 2, the last line of Section B is not flowing an EIN. Override and enter the EIN to clear the error. 📊 Step-by-Step Guide Step 1: Open Form MS 108 Use this to locate the correct place where the EIN should appear. Step 2: Go to Page 2, Section B Use this to find the last line of Section B where the EIN is not flowing. Step 3: Override and enter the EIN Use this to manually enter the EIN so the error clears. ✅ Success! After overriding and entering the EIN on the last line of Section B (MS 108 page 2), the error should clear. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This article explains the error message related to Form 8396 Line 2 and how to correct the value you entered. Error summary: The "http://www.irs.gov/efile:MortgageCreditCertificateRt" element is invalid - The value "897.110" is invalid according to its datatype - The "http://www.irs.gov/efile:MortgageCreditCertificateRt" element is invalid - The value "897.110" is invalid according to its datatype "Decimal" - The MaxInclu ⚠️ Before You Begin Before you make changes, please confirm you are working on: Form 8396 Line 2 📊 Step-by-Step Guide Step 1: Locate Form 8396 Line 2 Use this when you need to find the field that is causing the e-file validation error. Open the tax return and go to Form 8396, then find Line 2. Step 2: Enter the correct value format (percent, not dollars) Use this when the program is flagging the value entered on Line 2. Our Research Team states that the Form 8396 instructions say for Line 2 to enter the certificate credit rate shown on your mortgage credit certificate. Unfortunately, the program does not know what is on the taxpayer's certificate. We noticed that you MANUALLY entered _____% on Line 2. That is dollars not percent (%), which is not correct. Step 3: Correct the value to a valid percent range Use this when you need to fix the value so it matches the required datatype and IRS expectations. Please correct the ____% you entered on that line so it is actually a percent between 10-50%. ✅ Success! After you update Form 8396 Line 2 to the correct certificate credit rate (a percent between 10-50%), the e-file validation error should be resolved. ❌ Common Errors Entering dollars instead of percent (%) on Form 8396 Line 2 can trigger the invalid element/datatype error. Make sure Line 2 contains the certificate credit rate from the mortgage credit certificate, entered as a percent between 10-50%. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This guide shows you how to fix the issue by updating the verbiage on Form 8867. ⚠️ Before You Begin Make sure you are editing the verbiage entered below line 5 on Form 8867. 📊 Step-by-Step Guide Step 1: Open Form 8867 Use this when you need to locate the verbiage that was entered below line 5. Go to Form 8867. Step 2: Remove extra spaces Use this when the error is caused by formatting issues in the text. Remove the extra spaces in between the verbiage entered below line 5. Step 3: Remove punctuation Use this when punctuation is not allowed for the field. Also remove punctuation. Step 4: Use all capital letters Use this when the field requires uppercase text. The verbiage must also be entered in all capital letters. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 The address on the TW federal estimate differs from that on the IRS website for clients living in IL This has been corrected via a 1040 module update. Make sure you are on the latest version of the 1040 module, if not then update. ⚠️ Before You Begin Confirm you are using the latest version of the 1040 module. If you are not, update it. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 The amounts entered on form NJ2450 line 1a do not reflect the amounts entered on W2 - The amounts entered on form NJ2450 line 1a do not reflect the amounts entered on W2, line 14. This message means the amounts you entered on form NJ2450 line 1a do not match what is shown on your W-2 box 14 (specifically, the amount reported on W-2 line 14). ⚠️ Before You Begin You will need to review the following on your documents: W-2 box 14 Form NJ2450 line 1a 📊 Step-by-Step Guide Step 1: Enter the W-2 box 14 amounts using the correct codes Use this when you need to match what is reported on your W-2. On the W-2 box 14, enter it using the codes in this format: NJSUI NJSDI NJFLI Step 2: If an employer withheld more than the maximum, only enter the maximum Use this when your employer withheld more than the allowed limit. If any single employer withheld more than the maximum for any of the following: UI/WF/SWF Disability insurance Family leave insurance contributions …you are to enter only the maximum on the claim form. Step 3: Understand how over-withholdings are handled Use this to avoid claiming amounts that must be refunded by the employer. Any amounts over the maximum were incorrectly withheld and must be refunded by that particular employer. Refunds of over withholdings of contributions by an individual employer are the responsibility of that employer and are not subject to be claimed as a credit on your Gross Income Tax Return. ❌ Common Errors Entering W-2 box 14 amounts without using the required codes (NJSUI, NJSDI, NJFLI). Entering more than the maximum when an employer withheld above the allowed limit. Trying to claim employer refund amounts as a credit on your Gross Income Tax Return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 The Corporate Transparency Act (CTA) & BOI Reporting The Corporate Transparency Act (CTA), enacted in 2021, requires certain U.S. and foreign entities to report information about their beneficial owners to the Treasury Department’s Financial Crimes Enforcement Network (FinCEN). Beneficial owners are the individuals who directly or indirectly own or con ⚠️ Important Note About Tax Software No—the BOI filing is not in the tax software. 📚 Where to Find Help Use this when you need information, training, or official guidance for BOI reporting. We do offer information, webinar's and resources to help. Please see Wolters Kluwer Beneficial Ownership Reporting Requirement. Additional information can be found at the BOI FAQ's and the FenCen BOI landing page. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 The customer would like to file a NJ Non-resident filer as Single with Federal filing as MFJ The program is not enabled to accommodate the MFS filer for NJ Non-resident only. You will need to override all applicable fields. ⚠️ Before You Begin You will need to: Override all applicable fields since the program is not enabled to accommodate the MFS filer for NJ Non-resident only. ❌ Important Note The program is not enabled accommodate the MFS filer for NJ Non-resident only. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

❌ Error: Incomplete Business Representative Information This message means the system found the element BusinessRepresentative in the IRS e-file namespace, but it does not have the required content. Possible expected element: PersonName (namespace: http://www.irs.gov/efile). ⚠️ Before You Begin Make sure you have the correct state form available so you can review the Business Representative section on page 2. 🧩 Step-by-Step Guide Step 1: Enter the Business Representative Name Use this when you need to provide the missing required field. Enter the name of the Business Representative on page 2 of the state form. ✅ Success! Once the Business Representative name is entered, the required PersonName content should be complete and the error should be resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This guide explains what to do when you see an IRS e-file validation message related to the Corporate element and the NumEmployeeW2Issued child element. ⚠️ Before You Begin Make sure you are working on the correct e-file form for the issue you are seeing (referenced as the ID 41S EF in the message). 🛠️ Fix the Validation Issue Step 1: Change the number of W-2s claimed to 0 Use this when you need to correct the W-2 count that is causing the validation error. On the ID 41S EF, they need to change the number of W-2's claimed to 0. Step 2: Enter the Signing Officer SSN on the 1120S EF Use this when the e-file requires the signing officer information to be present. They also need to enter the Signing officer SSN on the 1120S EF. ✅ Success! After updating the W-2 count to 0 on the ID 41S EF and entering the Signing officer SSN on the 1120S EF, the e-file should be able to validate without this specific issue. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 The error bank requirements bank application or FeeCollect form must be printed before efile created This is a bank requirement, all bank forms, consent and TILA's must be printed prior to creating the efile. ⚠️ Before You Begin Make sure you have printed the required bank documents before you create the efile: Bank application FeeCollect form All bank forms Consent TILA's 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 The GA withholding equals or exceeds 7% of the Federal adjusted gross income Please verify withholding on all W2s, W2Gs, 1099Gs and 1099Rs, and if the box on page 3 of GA 500 is still highlighted, check that you have ve ⚠️ Before You Begin You will need your GA 500 form available. 📊 Step-by-Step Guide Step 1: Check the box on GA 500 Use this when you need to verify the GA withholding requirement. On GA 500 Pg 4 line 23, check the box. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 The Net operating loss worksheet is not carrying over from 2018 to 2019 Issue: 1040 Wkst 7, line 15 is not calculating. The Net operating loss worksheet is not carrying over from 2018 to 2019. ⚠️ Before You Begin Make sure you are working in the correct worksheet so the NOL amount is entered in the right place. 📊 Step-by-Step Guide Step 1: Enter the NOL used for 2019 Use this when you need to ensure the NOL carries correctly into the 2019 calculations. Go to 1040 Wkt 6, and enter the NOL used for 2019 in the column labeled NOL used for this year. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 The Profits (Capital Gains) on the 990T (Schedule G) — Investment Income for a Section 501(c)(7), (9), or (17) This article explains how investment income (including capital gains/losses) is handled on the 990T (Schedule G) for a section 501(c)(7), (9), or (17) organization, specifically when the sale is reported on Form 8949 and flows through to the 990T. ⚠️ Before You Begin Note: Instructions may vary by fiscal year. 📊 Key Reporting Flow Use this when you need to understand where the capital gains/losses amounts go when the sale is reported on Form 8949. Step 1: Confirm where the sale is being reported There are instances where the sale from the Form 8949 is reported on the 1120 Sch D. Step 2: Follow the amount as it flows to the 990T The amount from the 1120 Sch D flows to 990T Page 1, Line 4a. 📚 Additional Reference For additional reference: https://www.irs.gov/pub/irs-pdf/i990t.pdf 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 The requested payment date of the amount due with Form 7004 must be after today's date and on or before the due date of the return. (2) This message indicates that the payment date you entered for the amount due with Form 7004 does not meet the required date rules. ⚠️ Before You Begin Make sure the requested payment date is: After today’s date On or before the due date of the return 📊 Step-by-Step Guide Step 1: Update the ACH debit payment date Use this when you need to correct the payment date so it falls within the allowed range. On the ACH debit payment date, change the date to 07/15/2020 ❌ Common Errors If you still see this message after updating the date, double-check that the new payment date is still: After today’s date On or before the due date of the return 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 The social security number of a student listed on page 2 of Form 8863 does not match the social security number of anyone listed on the tax return. (242) There was an additional dependent statement on the return. The dependents that are entered on the Main Info sheet should also flow over to the additional dependent statement, but they were removed. ⚠️ Before You Begin Make sure you have access to the return so you can remove and re-add the additional dependent statement and re-enter the dependents. 📊 Step-by-Step Guide Step 1: Remove the additional dependent statement Use this when you need to fix missing dependents that should have flowed over from the Main Info sheet. Remove the additional dependent statement from the return. Step 2: Add the additional dependent statement again Use this to restore the automatic flow of dependents from the Main Info sheet. Add the additional dependent statement again so the first four dependents will flow over to it. Step 3: Enter the remaining dependents Use this to complete the additional dependent statement after the first four have flowed over. After the first four dependents flow over, enter the remaining three dependent. ✅ Success! The dependents should now be correctly reflected on the additional dependent statement, allowing the social security numbers to match as expected. ❌ Common Errors If the dependents still do not flow over correctly, double-check that the dependents entered on the Main Info sheet are correct, then repeat the remove-and-add process for the additional dependent statement. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 The source document that the taxpayer received example Form 1099NEC Please advise Taxpayer to contact the company that issued the source document, so they can correct and reissue. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 The tax on Form 1040X This guide explains how to verify whether the tax on Form 1040X calculates as zero based on your taxable income and the threshold for your filing status. ⚠️ Before You Begin Make sure you have the following information available: Capital gains Qualified dividends Taxable income Filing status (specifically whether you are single) 📊 Step-by-Step Guide Step 1: Verify the capital gains and qualified dividends Use this when you need to confirm the inputs used for the tax calculation. Verify that the sum of the capital gains and qualified dividends do not exceed the taxable income. Step 2: Check whether taxable income is below the single threshold Use this when you need to determine whether the tax rate applies. If the taxable income is below the threshold of $37,650 for the single status, the taxable income will be taxed at 0%. Step 3: Confirm Form 1040X line 6 calculates as zero Use this when you are reviewing the final tax amount on the form. Therefore, Form 1040X, line 6 - Tax calculates as zero. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Title: The taxable amount on Line 18 of the Form 8606 This guide shows you how to calculate the taxable amount on Line 18 of Form 8606. 📊 Step-by-Step Guide Step 1: Open the Form 1099-R Use this when you need to find the information used to calculate Line 18 of Form 8606. Go to the Form 1099R. Step 2: Select the Exclusion Worksheet check boxes Use this when you need to apply the exclusion worksheet settings for the calculation. Select both check boxes on Line 5 in the Exclusion Worksheet section. 📝 Notes The taxable amount on line 18 of Form 8606, page 2 is not calculated in a 1040 tax return in SureFire. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 The taxable amount on Line 43 of Form 1040 This guide explains how to get the taxable amount on Form 1040, Line 43 to flow to Sch. D, Wkt. 1, Line 1. ⚠️ Before You Begin Make sure you are in the Main Info form so you can set the correct options for Form 1040. 📊 Step-by-Step Guide Step 1: Open the Main Info form Use this when you need to... Access the Main Info form where you can select the correct form options. Go the Main Info form. Step 2: Select the 1040 check box Use this when you need to... Ensure the taxable amount on Form 1040, Line 43, flows to Sch. D, Wkt. 1, Line 1. Select the 1040 check box.   📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 The unallowed loss is being carried to next year This guide explains why an unallowed loss from a K-1 may not be deducted this year and how to enter the carryforward amounts on the correct tax forms. ⚠️ Before You Begin You will need to review the following forms/worksheets: Form 8582 (specifically page 2, worksheet 6) Form 1040 Wkt 3 Form 1040 Wkt 7 📊 Step-by-Step Guide Step 1: Review Form 8582 (Worksheet 6) Use this when you need to confirm whether the loss is allowed this year. Review Form 8582, page 2, worksheet 6. You will see that the total loss from the K-1 will not be allowed this year. Step 2: Understand why the loss is carried forward Use this when you need to understand what happens to passive losses that can’t be used yet. Passive Losses can only be deducted from Passive Income. So if there is no other passive income to offset the loss then it will be carried forward to the next tax year. Step 3: Enter the carryforward amount on Form 1040 Wkt 3 Use this when you need to manually enter the carryover amount for the current year. Go to Form 1040 Wkt 3 and enter the carry forward amount in the section with the heading "Carryovers from 2016 to 2017", line 2. Step 4: Enter the carryover amount on next year’s return Use this when you need to apply the carryover amount on the next tax year (if allowed). Next year go to 1040, line 21 for Other income, link to 1040 Wkt 7 and enter the carry over amount (if not carried forward automatically and if allowed) 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains this SureFire error and what to review in your Texas return. Step-by-step instructions: Review the Texas return for the red fields indicating an issue. For each red field, find the corresponding critical note that begins with "If highlighted...". 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Trial Balance in TW Business packages When you complete all entries on the Trial Balance, Sure-Fire carries these amounts to the appropriate line in the tax return for you. If you are importing General Ledger data, that data flows to the Trial Balance, then to appropriate entries throughout the tax return. The Trial Balance worksheet is printed on two pages. 📊 Step-by-Step Guide Step 1: Link to Form 8825 (Rental Income) You can use this when you need to enter Rental Income Gross Income and related expenses. You can link (press F9) on the RENTAL INCOME Gross Income entry field to open Form 8825. Gross rent and expenses are carried to the Trial Balance entries, and net income is carried to Form 1065, page 3, line 2. Step 2: Link to Schedule F (Farm Income and Expenses) You can use this when you need to enter Farm Income and Expenses. Link to Sch F: You can link (F9) to open Schedule F, the Farm Income and Expenses worksheet, from the Trial Balance Worksheet. Make your entries there, and Sure-Fire carries the Gross Income and Total Deductions amounts back to the entries on the Trial Balance worksheet. Net income is also carried to Form 1065, page 1, line 5. ⚠️ Caution If you open the Trial Balance Worksheet but make no entries, when you return to Form 1065, all the entries that would have been calculated from the Trial Balance Worksheet will be changed to calculated (yellow) entries. To change the entries back to green (non-calculated), delete the Trial Balance Worksheet, and then close and reopen the tax return. Also, if you make some entries directly on Form 1065, and then open the Trial Balance Worksheet when you reopen Form 1065, your manual entries will be red, like entries that have been marked as Estimated. 📝 How Manual Entries and Trial Balance Data Interact When there is manually entered data in an entry and Trial Balance data transfers to the same entry, Sure-Fire does two things: ✅ What Sure-Fire Does Manual data overrides Trial Balance data. The entry is automatically marked as Overridden. Sure-Fire flags the entry as "estimated." The Estimated status alerts you that there is a problem with the entry, and it will prevent the form from being checked off as Complete. Step 3: Un-estimate and Allow Trial Balance Transfer You can use this when an entry appears Estimated (red background) and you want Trial Balance data to transfer in. The entry will appear Estimated (red background). Press SHIFT+F3 to "un-estimate" the entry. Then press SHIFT+F8 to allow the Trial Balance data to be transferred in. The entry should then look like a normal calculated entry (yellow text). The manually entered data will be lost. 💡 Recommendation We recommend that you complete the Trial Balance Worksheet before making income or deduction entries on Form 1065. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Trial Balance in TW Business packages When you complete all entries on the Trial Balance, SureFire carries these amounts to the appropriate line in the tax return for you. If you are importing General Ledger data, that data flows to the Trial Balance, then to appropriate entries throughout the tax return.   The Trial Balance worksheet is printed on two pages. ⚠️ Linking to Other Worksheets (F9) You can link (press F9) from specific Trial Balance entry fields to open related forms/worksheets. Step 1: Link to Form 8825 (Rental Income) Use this when you need to enter rental gross income and expenses. You can link (press F9) on the RENTAL INCOME Gross Income entry field to open Form 8825. Gross rent and expenses are carried to the Trial Balance entries, and net income is carried to Form 1065, page 3, line 2. Step 2: Link to Schedule F (Farm Income and Expenses) Use this when you need to enter farm income and expenses. Link to Sch F: You can link (F9) to open Schedule F, the Farm Income and Expenses worksheet, from the Trial Balance Worksheet. Make your entries there, and SureFire carries the Gross Income and Total Deductions amounts back to the entries on the Trial Balance worksheet. Net income is also carried to Form 1065, page 1, line 5. ❌ Important Caution If you open the Trial Balance Worksheet but make no entries, when you return to Form 1065, all the entries that would have been calculated from the Trial Balance Worksheet will be changed to calculated (yellow) entries. To change the entries back to green (non-calculated), delete the Trial Balance Worksheet, and then close and reopen the tax return.   Also, if you make some entries directly on Form 1065, and then open the Trial Balance Worksheet, when you reopen Form 1065, your manual entries will be red, like entries that have been marked as Estimated. ✅ What Happens When You Enter Data in Both Places When there is manually entered data in an entry and Trial Balance data transfers to the same entry, SureFire does two things: Step 1: Manual Data Overrides Trial Balance Data SureFire prioritizes your manual entry. SureFire allows the manually entered data to override the Trial Balance data. The entry is automatically marked as Overridden. Step 2: The Entry Is Flagged as Estimated SureFire alerts you that the entry may have a problem. SureFire also flags the entry as "estimated." The Estimated status alerts you that there is a problem with the entry 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 TX Extension (Unable to create e-file) in SureFire Trying to file TX extension forms and the e-file area is greyed out. The federal extensions have been accepted. ⚠️ Before You Begin TX extension is enabled for e-filing. Please make sure you have the following installed: Latest program update: 37.02 TX Business Module version: 3.0 🧭 Step-by-Step Guide Step 1: Confirm your program and module versions Use this when you need to ensure TX extension e-filing is enabled properly. Make sure you have the latest program update 37.02 and TX Business Module version 3.0 installed. Step 2: Check TX authorization Use this when the e-file area is greyed out. Go to the Help menu, then View Authorization. Select the Business tab. Confirm that TX Version 1 displays for all form types. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 TX Not Authorized - Opening Return File in SureFire No Individual State Tax 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers TX Range Check Error TX will need to be removed from the State Information section of the Main Info sheet. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Unable to add Form FL F1120 to an 1120S return in SureFire SureFire does not include the FL 1120S module. ⚠️ Before You Begin If you need the FL F1120 for an 1120S return, you will need to obtain the form from the state website. 📝 What to Do Next Use this when you need the FL 1120S form but SureFire does not provide the module. Go to the state website to download the required form. Use the form as needed for your 1120S return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Unable to check fast cash box on TPG bank app This guide explains what to do when you are unable to check the fast cash box in the TPG bank app. ⚠️ Before You Begin Please make sure you are logged in with Admin access. 📊 Step-by-Step Guide Step 1: Log in as Admin Use this when you need to access the required communication settings. Login as Admin. Step 2: Open the Partner Verification Data option Use this when you need to retrieve the verification data needed for the fast cash box. Go to Communication and select Get Partner Verification Data. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Unable to create e-file Review the state errors, correct them or remove the check mark that says you need to electronically file the state return. ⚠️ Before You Begin Make sure you have reviewed the state errors shown in your return. 📊 Step-by-Step Guide Step 1: Check the state errors Use this when you need to find what is preventing the e-file from being created. Review the state errors. Step 2: Fix the errors or update the e-file selection Use this when you need to resolve the issues blocking e-file creation. Correct the errors or remove the check mark that says you need to electronically file the state return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Unable to create e-file for 1120/1120S The customer is encountering a diagnostic message stating that the Federal return has already been filed. ⚠️ Before You Begin You will need to review the e-file diagnostic message and the related form settings. 📊 Step-by-Step Guide Step 1: Check the Form 7004 setting Use this when you need to address the diagnostic message related to the Federal return already being filed. Unchecked to use Form 7004 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Unable to create extension E-file for NC in SureFire This guide helps you resolve the issue when SureFire cannot create an extension E-file for North Carolina (NC). ⚠️ Before You Begin Please make sure to check the 'Check here if using this form' box on top of Form NC 410. 📊 Step-by-Step Guide Step 1: Verify the Form NC 410 selection Please make sure to check the 'Check here if using this form' box on top of Form NC 410. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Unable to create NY CT 3 e-file in SureFire? When trying to create an E-file for a 1120 return, the NY CT 3 is not populating. ⚠️ Before You Begin Make sure you are working in the correct NY CT 3 section of the return. 📊 Step-by-Step Guide Step 1: Check the e-file selection on NY CT 3 page 1 Use this when you need to ensure the return is set to be electronically filed. Go to NY CT 3 pg 1 and make sure the box is checked YES for the question: do you want to electronically file this return?         Additional Information   📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Unable to e-file an Ohio 1040 return with a passthrough entity credit amount on Line 37 of the Form OH CREDS Per the diagnostics, the return is not eligible for electronic filing. The OH Refundable Credits Worksheet must be paper filed via U.S. mail to Ohio. ❌ What This Means The return cannot be e-filed because it is not eligible for electronic filing when the passthrough entity credit amount is on Line 37 of the Form OH CREDS. 📊 Next Step Paper File the Worksheet The OH Refundable Credits Worksheet must be paper filed via U.S. mail to Ohio. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Unable to e-file Form 1120X Amended returns According to IRS instructions: File this form at the applicable Internal Revenue Service Center where the corporation filed its original return. ⚠️ Before You Begin Make sure you know where the corporation filed its original return so you can send the amended Form 1120X to the correct applicable Internal Revenue Service Center. 📊 Step-by-Step Guide Step 1: Identify the correct IRS Center Use this when you need to... Determine the applicable Internal Revenue Service Center where the corporation filed its original return. Step 2: File Form 1120X at that IRS Center Use this when you need to... File this form at the applicable Internal Revenue Service Center where the corporation filed its original return. ❌ Common Errors If you are unable to e-file Form 1120X, double-check that you are following the IRS instruction to file at the applicable Internal Revenue Service Center where the corporation filed its original return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Unable to e-file TN form FAE-170 We do not support e-filing TN form FAE-170 with a Partnership return. However, we do support the e-filing of this form with Form 1120C or 1120S returns. ⚠️ Before You Begin Confirm which return type you are using: Partnership return: TN form FAE-170 e-filing is not supported. Form 1120C or 1120S returns: TN form FAE-170 e-filing is supported. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Unable to locate Sch C EZ in SureFire 2019 If you cannot find Sch C EZ in SureFire 2019, this is due to an IRS change for the 2019 tax year. ⚠️ Before You Begin IRS discontinued the following forms for 2019 tax year: https://www.irs.gov/forms-pubs/about-schedule-c-ez-form-1040 📚 What Changed for 2019 and Later? For tax year 2019 and later, you will no longer use Schedule X-EZ, but instead use the Schedule C. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Unable to locate the Form 990-T when using SureFire IRS is no longer accepting paper filed 990-T returns and SureFire does not support e-filing for Form 990-T. SureFire support for Form 990-T will be discontinued for tax year 2021. ⚠️ Important Notes Forms 990, 990-EZ, and 990-PF can be filed electronically. ❌ Troubleshooting If you are unable to locate Form 990-T in SureFire, this is expected because SureFire does not support e-filing for Form 990-T and support will be discontinued for tax year 2021. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Unable to locate the mailing address for Form 3911 This message means the system cannot find the mailing address for Form 3911. Use the guidance below to mail the form correctly. ⚠️ Before You Begin Before mailing Form 3911, make sure you use the correct IRS mailing address based on where you normally file a paper tax return. 📊 Step-by-Step Guide Step 1: Mail Form 3911 to the correct IRS service center Use this when you need to send Form 3911 by mail. Mail Form 3911 to the Internal Revenue Service center where you would normally file a paper tax return. Step 2: Confirm the address using the 1040 instructions Use this when service center addresses may have changed. Note: The IRS is reducing the number of service centers over the next few years. Please refer to the Where Do you File? section of the 1040 instructions for the correct address. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Unable to print Schedule F (706) Schedule F (706) printing behavior depends on selections made in Part 4 of Form 706. ⚠️ Before You Begin Check the following on your Form 706: Page 2, Part 4 of Form 706 Line 6 checkbox is marked Yes Line 8b checkbox is marked Yes 📊 Step-by-Step Guide Step 1: Confirm the required checkboxes are set Use this when you need to ensure Schedule F (706) prints with a return. Schedule F (706) prints with a return only when both the line 6 and line 8b checkboxes are marked Yes on page 2, Part 4 of Form 706. Step 2: Print anyway by printing the form directly Use this when your Form 706 does not meet the requirements for automatic return printing. If a Form 706 return does not meet these requirements, you can still print it by completing Schedule F (706) as needed, and then right-clicking the form and selecting Print This Form. Step 3: If using Classic Print, increase copies to 1 Use this when you have opted to use Classic Print. If you have opted to use Classic Print, you can also manually increase the number of copies to 1 for this form. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Unable to print the Form KY 725 LLET for a Kentucky 1040 return in SureFire The Form KY 725 LLET that displays in the SureFire forms list is no longer active. Beginning with tax year 2017, the information on the Form KY 725 LLET schedule was moved to Form KY 725, Pg. 4. It is no longer a standalone form.   ⚠️ Before You Begin If you are trying to print Form KY 725 LLET from the SureFire forms list, note that it may not be available because it is no longer active. ❌ What This Means Starting with tax year 2017, the information previously found on the Form KY 725 LLET schedule is now included on Form KY 725, Pg. 4. Because of this, Form KY 725 LLET is no longer a standalone form. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Unable to select the correct 990-Exempt form-SureFire This guide shows you where to select the correct exempt organization type so SureFire can load the correct 990-Exempt return. ⚠️ Before You Begin Make sure you are in the exempt organization return and can access the Main Information sheet. 📊 Step-by-Step Guide Step 1: Open the Main Information sheet Use this when you need to... In the exempt organization return, go to the Main Information sheet. Step 2: Select the correct Type of Exempt Organization Use this when you need to... In the Type of Exempt Organization section in the middle of the page, select the appropriate type of organization and SureFire will load the correct return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Unable to send return 1120S or 1120C after Ext form 7004 was accepted - Unable to recreate efile due ext form 7004 This guide explains what to do when you cannot send a 1120S or 1120C e-file after Ext form 7004 was accepted. ⚠️ Before You Begin Make sure you can access: 1120S (page 1) Form 7004 📊 Step-by-Step Guide Step 1: Confirm the e-file form selection on 1120S (Page 1) Use this when you need to ensure the correct return is selected for e-filing. Go to 1120S page 1 and answer the question What form(s) are you e-filing using Pins? Select the Income Tax Return box. Step 2: Inactivate Form 7004 Use this when you need to stop Form 7004 from being active after it was accepted. Then open form 7004 and take off the check mark to inactive it. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains how to use Form 8822 to change a taxpayer’s address in Sure-Fire. ⚠️ Before You Begin You will need the information required to identify the correct Business vs. Individual option. 📊 Step-by-Step Guide Step 1: Choose the correct filing type Use this to select whether you are changing a Business or Individual address. You must indicate this form as either Business or Individual. If you select the Individual check box, enter T for taxpayer, S for spouse, or J for a joint return. Information will carry over from the Main Information Sheet. Step 2: Confirm what the form can be used for This form may be used to change both home and business addresses. Do NOT attach it to the client’s return. Select the appropriate check boxes in Parts I and II. Step 3: Mail the form Mail this form to the appropriate IRS center, per the IRS instructions. Press SHIFT+F1 for IRS instructions. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket Note: If you do need to file the change of address form, Form 8822 is found in the Miscellaneous package in Sure-Fire because it can be used for multiple packages.You must indicate this form as either Business or Individual. If you select the Individual check box, you must enter either T for taxpayer, S for spouse or J for a joint return. Information will carry over from the Main Information Sheet.This form may be used to change both home and business addresses. It must NOT be attached to the client's return. The appropriate check boxes in Parts I and II should be selected.Mail this form to the appropriate IRS center, per the IRS instructions. Press SHIFT+F1 for IRS instructions.

🔍 Title: Use of Form 8822 Use Form 8822 to notify the IRS when you change your home mailing address. This guide also covers what to do if the change affects your children’s addresses, when to use Form 8822-B, and where to mail Form 8822. ⚠️ Before You Begin You should consider the following before filing: Home mailing address change - Form 8822 is used to notify the IRS if you changed your home mailing address. Children’s mailing address - If this change also affects the mailing address for your children who filed income tax returns, you must complete and file a separate Form 8822 for each child. Representative signing - If you are a representative signing for the taxpayer, attach to Form 8822 a copy of your power of attorney. Processing time - Generally, it takes 4 to 6 weeks to process a change of address. 📊 Step-by-Step Guide Step 1: Use Form 8822 for your home mailing address You can use Form 8822 to notify the Internal Revenue Service if you changed your home mailing address. Step 2: File separate forms if your children’s addresses are affected If this change also affects the mailing address for your children who filed income tax returns, complete and file a separate Form 8822 for each child. Step 3: Attach power of attorney if a representative signs If you are a representative signing for the taxpayer, attach to Form 8822 a copy of your power of attorney. Step 4: Allow time for processing Generally, it takes 4 to 6 weeks to process a change of address. Step 5: Use Form 8822-B for business address changes Changing both home and business addresses? Use Form 8822-B to change your business address. 📍 Where To File If you checked the box on line 2, send Form 8822 to: Department of the Treasury Internal Revenue Service Center Cincinnati, OH 45999-0023 If you did not check the box on line 2, send Form 8822 to the address show here that applies to you: IF your old home mailing address was in... THEN use this address... Alabama, Connecticut, Delaware, District of Columbia, Georgia, Kentucky, Maine, Maryland, Massachusetts, Missouri, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Tennessee, Vermont, Virginia, West Virginia Department of the Treasury Internal Revenue Service Kansas City, MO 64999-0023 Florida, Louisiana, Mississippi, Texas Department of the Treasury Internal Revenue Service Austin, TX 73301-0023 Alaska, Arizona, Arkansas, California, Colorado, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Montana, Nebraska, Nevada, New Mexico, North Dakota, Ohio, Oklahoma, Oregon, South Dakota, Utah, Washington, Wisconsin, Wyoming Department of the Treasury Internal Revenue Service Fresno, CA 93888-0023 A foreign country, American Samoa, or Puerto Rico (or are excluding income under Internal Revenue Code section 933), or use an APO or FPO address, or file Form 2555, 2555-EZ, or 4563, or are a dual-status alien or non bona fide resident of Guam or the Virgin Islands. Department of the Treasury Internal Revenue Service Austin, TX 73301-0023 Guam: bona fide residents Department of Revenue and Taxation Government of Guam P.O. Box 23607 GMF, GU 96921 Virgin Islands: bona fide residents V.I. Bureau of Internal Revenue 6115 Estate Smith Bay, Suite 225 St. Thomas, VI 00802 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers In this article, you’ll learn how to address: Using ATINs or ITINs to claim EIC. ⚠️ Before You Begin Before you make changes, make sure you understand what form/year worksheet your client is working in. 📊 Step-by-Step Guide You can only use an SSN to claim the EIC. If your client is entitled to EIC without using that child as the qualifying child, you can still claim the credit.   For ATINs: When the adoption is final and the child has an SSN, you may file an Amended return for an earlier year if you find that your client could have claimed the Earned Income Credit in the earlier year aside from the fact that the child did not have an SSN. Use Form 1040X, Amended U.S. Individual Income Tax Return, and Schedule EIC. The Statute of Limitation for filing an Amended tax return is normally three years from the due date of the Individual income tax return. More detailed information on filing Amended Individual tax returns is available in the instructions for Form 1040X, on the IRS Web site at: https://www.irs.gov   ❌ Common Errors If the issue isn’t resolved, confirm you’ve linked the correct worksheet relationship. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Using ATINs or ITINs to claim EIC Individual Taxpayer Identification Numbers (ITINs) and Adoption Taxpayer Identification Numbers (ATINs) cannot be used when claiming the EIC. ⚠️ Important Rule for EIC If the taxpayer and spouse (if filing jointly) have valid SSNs, only dependents with valid SSNs (not ATINs or ITINs) qualify to receive EITC. 📚 Related Information Please see Who Qualifies for the EITC. 📊 ATINs: Amended Return When Adoption Is Final Step 1: Confirm the adoption is final and the child has an SSN Use this when you need to determine whether you can amend an earlier return. For ATINs: When the adoption is final and the child has an SSN, you may file an Amended return for an earlier year. Step 2: File an amended return for the earlier year (if eligible) Use this when you find that your client could have claimed the Earned Income Credit in the earlier year aside from the fact that the child did not have an SSN. Use Form 1040X, Amended U.S. Individual Income Tax Return, and Schedule EIC. Step 3: Be aware of the statute of limitations Use this to make sure you file within the allowed time window. The Statute of Limitation for filing an Amended tax return is normally three years from the due date of the individual income tax return. 📝 Additional Information Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Usar nmeros ATIN o ITIN para reclamar Earned Income Credit EIC (Crdito por ingreso del trabajo) 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains how to use the Rental Worksheet for Property 1C on Schedule E when you have K-1 royalty income. SureFire uses line C for any royalty income from K-1 P/S (partner/shareholder) Worksheets. The form displays the words "FROM K-1" in the Address field when there is royalty income coming from one or more K-1 P/S Worksheets.                                     If the client has K-1s, fill in a K-1 worksheet for each before completing Schedule E. If the client does not have K-1 income, you can use this line for a third property. However, you cannot link to Rental Worksheet for this line. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket