Everyone who is re-filing with another company is making a HUGE mistake. Those other companies are doing it wrong. There are a couple back end accountant system for tax returns and those are listing the same problem as we have here at turbo tax. That's GOOD, because that's what's supposed to happen. It's got nothing to do with turbotax - it's the IRS that apparently didn't know people file their taxes EVERY year.
This is an IRS problem. If you file with HRB and they accept it with the incorrect form fill then you will get hit later perhaps with a notice or perhaps have to amend the return or worse an audit for FAILING to file the required 8960. YOU CAN NOT E-FILE the 8960 right now, and just because HRB sends the form in wrong doesn't mean it's 'working' any more than you 'forgetting' to input a W-2 means you don't owe back taxes.
The 8960 has to be filled out when you hit a certain threshold of income. For example 250k married. I have some 1099-DIV that trigger the form.
Anyway - this is my opinion/rant and not tax advice.
