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Tags: federal,form
How can I locate returns with Form 8962 in SureFire?
🔍 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
Tags: federal,form