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Get your taxes done using TurboTax
Based on what others report, the answer is that your e-file might go through with HRB.
However (also based on one of those reports) it might be working because HRB does not include Form 8960 in filings even though it may have been required by new IRS rules.
See my earlier reply somewhere above that contains the new (TY2022) Form 8960 requirements. No idea if the IRS really cares or not, but I’m hoping to hear from someone who can confirm the return was accepted (and refund scheduled/sent) without Form 8960 - even if they met the MAGI threshold that would require a 8960.
It’s a hot mess…
February 3, 2023
5:08 PM