@EddyJones wrote:And noted that HRB does not generate 8960 for those who do not need it. So that is the route for those who do not care to wait.
You're saying that TurboTax is generating an 8960 for filers where their MAGI (generally the same as AGI, Line 11 on Form 1040) is less than the thresholds below?
- Married Filing Jointly or Qualifying Widow(er) is $250,000, or
- Married Filing Separately is $125,000, or
- Single or Head of Household is $200,000
Based on my reading of the 2022 IRS instructions for Form 8960, this could be an actual TT issue if there are really examples of that happening.
