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ryarb1758
New Member

How do I or do I even have to enter information from a Form 5564 that I received for year 2015?

 
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MollsBBU
New Member

How do I or do I even have to enter information from a Form 5564 that I received for year 2015?

You can not include a 2015 form in your 2017 tax returns. The IRS requires each year's tax return to be on a year by year basis. 

If you filed your returns in 2015 and forgot that form, you will need to file an official amendment form with the IRS reporting this. Please see TurboTax FAQ: Amend a 2015 Return in TurboTax

If you did not file for 2015, you will need to gather this form and any additional documents from 2015 and file a prior return by mail (the IRS does not allow prior year returns to be e-filed). 

Go to this TurboTax website to purchase and download the prior tax year (2014 thru 2016) desktop editions to file for 2015 - https://turbotax.intuit.com/personal-taxes/past-years-products/

You are also able to download the Forms and Instructions free from the IRS web site at this link:  https://apps.irs.gov/app/picklist/list/priorFormPublication.html

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MollsBBU
New Member

How do I or do I even have to enter information from a Form 5564 that I received for year 2015?

You can not include a 2015 form in your 2017 tax returns. The IRS requires each year's tax return to be on a year by year basis. 

If you filed your returns in 2015 and forgot that form, you will need to file an official amendment form with the IRS reporting this. Please see TurboTax FAQ: Amend a 2015 Return in TurboTax

If you did not file for 2015, you will need to gather this form and any additional documents from 2015 and file a prior return by mail (the IRS does not allow prior year returns to be e-filed). 

Go to this TurboTax website to purchase and download the prior tax year (2014 thru 2016) desktop editions to file for 2015 - https://turbotax.intuit.com/personal-taxes/past-years-products/

You are also able to download the Forms and Instructions free from the IRS web site at this link:  https://apps.irs.gov/app/picklist/list/priorFormPublication.html

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