Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Jun 4, 2019 7:56:24 PM

Can I put an IRS 8971 Scheduled A Forums into turbo tax? If so how?

0 2 664
2 Replies
Level 15
Jun 4, 2019 7:56:25 PM

IRS Form 8971 and 8971 Schedule A is not supported by TurboTax.  It is a stand alone form which is not part of a tax return.

IRS Form 8971 - https://www.irs.gov/pub/irs-pdf/f8971.pdf

IRS Form 8971 Instructions - https://www.irs.gov/pub/irs-pdf/i8971.pdf

New Member
Apr 5, 2021 4:41:39 PM

Since TurboTax doesn't support form 8971, if I complete the form outside of turbo tax, can I still use turbo tax to file the rest of the tax return?  If so, do I just ignore the values from the form or is there a place to enter the distribution amounts into TurboTax?