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Calculation on 8839 changed with an update in SureFire - Customer transmitted a return with an 8839 and it was accepted. SureFire then made an update that changed the calculations and caused the refund to increase. Therefore, return sent in had a less refund than should have been given. The update c

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📊 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.

Tags: federal,form