The fix date is 3/19 and the issue is still open according to the IRS. Will they still count the failed attempted filings due to their error?
| 2/7/2023 | Form 8960 | Business Rules | Business Rules F8960-019-04 and F8960-003 were causing returns to erroneously reject and were disabled on 2/19/2023 in efile1040x_2022v5.2 Rules Sets. This was due to the rules not reflecting 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. | Business Rules F8960-019-05 and F8960-003-01 were created with an implementation date of 2/19/2023. The updated business rules will be in change pages that will be available via the Secure Object Repository (SOR) in early to mid-March 2023.
Rule Number: F8960-003-01 Rule Text: If Form 8960, 'NetRentalIncomeOrLossAmt' has a non-zero value, then it must be equal to the sum of Form 1041, 'NetProfitOrLossAmt' and 'NetRentalIncomeOrLossAmt'.
Rule Number: F8960-019-05 Rule Text: If Form 8960, 'NetRentalIncomeOrLossAmt' has a non-zero value, then it must be equal to sum of Schedule 1 (Form 1040), 'BusinessIncomeLossAmt' and 'RentalRealEstateIncomeLossAmt' unless all of the following conditions are true: 1) Filing status of the return is Married filing jointly or Qualifying widow(er) and 2) Form 8960, checkboxes 'Section6013gInd' and 'Section6013hInd' are not checked and 3) Form 8960, 'FilingThresholdAmt' equals 125000. | 3/19/2023 | | OPEN |
