Form 8839 program update.

Question

Form 8839 program update.

I have filed 3 returns with Form 8839 Adoption Credits. After a program update, the tax program is trying to change the returns already filed by including the adoption credit AND the adoption exclusion. The exclusion does not apply, as these individuals had no employer adoption assistance programs. Even if you mark "No" to the employer assistance program question, the exclusion is still being calculated. Has anyone else seen or noticed this? Intuit needs to update the program for a fix.

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I'll take a look at both of these issues and get them submitted to development if they have not been already.

IntuitRichard

@IntuitRichard , as a follow up Iowa e-file error shows up for any item on the Iowa adjustment schedule.  Program is transferring the worksheet just fine to the Iowa 1040, but program is reading the (ii) line as the being the total of the schedule.  But in fact the (ii) line which is the "Iowa Able Savings" is really the line directly above the total line.

So again the program thinks any return that has student loan interest, DPAD or 529 plan contributions among other items, is an e-file error.  This is because "Iowa Able" returns cannot be e-filed and the program thinks they are all "Iowa Able" returns.

Is there any way to delete an update?  It is up to about 3 out of 10 Iowa returns now which are affected.

taxiowa

@taxiowa Does it allow you to e-file if you turn off the conversion error checking?

IntuitRichard

I do see that the IA issue was reported to our development department yesterday and they are working on that one. I'm still looking into the Form 8839 issue.

IntuitRichard

I tried to disable conversion on 1, plopping the adjustment down directly on the Iowa 1040 on another and e-filing one from secretary computer which I had not yet updated on a third. But until any of them show up on Iowa's "wheres my refund", I will not know which method works. You should send error alert to other preparers to not download update though. I never e-filed from secretay's computer before and of course that means we cannot add any states or update hers.

taxiowa

"You should send error alert to other preparers to not download update though."

Actually, they should REMOVE that update from the servers so it can't be downloaded.

TaxGuyBill

Great idea, @TaxGuyBill !

Lynn

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Form 8839 program update.

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