@toothy
THANK YOU!!! So at least we know why HRB, et.al. are working.
Can't imagine it will make a difference for you, but TT appears to be doing exactly what the IRS wants as of TY2022. From the IRS Known Issues spreadsheet (emphasis added):
Business Rules F8960-019-04 and F8960-003 may cause returns to erroneously reject. These business rules need to be modified to reflect the updates to the Instructions for Form 8960 (Tax Year 2022) regarding the Specific Instructions for Line 4a to include Schedule C (Form 1040) amounts reported on Schedule 1 (Form 1040), line 3 and Form 1041, line 3.
It would appear that HRB did not follow the new "Specific Instructions" for 8960 with your return? I doubt it would make any difference but who knows...
EDIT: If you look at page 6 of the IRS instructions for Form 8960, seems like TT is doing what they want?
EDIT: Also from the 2022 8960 instructions, page 1:
Who Must File
Attach Form 8960 to your return if your modified adjusted gross income (MAGI) is greater than the applicable threshold amount.
[...]
The applicable threshold amount is based on your filing status.
• Married Filing Jointly or Qualifying Widow(er) is $250,000.
• Married Filing Separately is $125,000.
• Single or Head of Household is $200,000.
Seems kind of stupid but if I'm reading that right, you must file an 8960 if you exceed those thresholds - even if you don't have rental income, investment income, etc.
Anyone reading that differently?
