I went to irs.gov, printed the form 8822 and form 8822-B, completed, signed and mailed the forms a while ago when I had an address change for both personal and business. TurboTax instructed me to do the same thing after importing last years information and then editing my address. However, when I completed my return, at first the program said the form was not ready, but I received an email saying it was ready, which I knew because I had already completed the form. Then TurboTax said the form was not compatible and still would not let me e-file. I called support and explained how the Form 8822-B was preventing me from filing my return even though the form is not required or even suppose to be filed with the return. The solution I was given was to go out of step-by-step to forms, scroll down to Form 8822-B which had a yellow exclamation point (!) next to it and delete the form. With the representative on the phone, I followed her instructions, deleted the form, went back to the review, re-ran the check for errors and then continued to follow the step by step instructions, the message that I couldn’t e-file was no longer there and I was able to continue on and e-file the return. I had to actually call and speak to a representative and even that took some explaining to about the problem but we came to the conclusion that if it’s a form that is mailed separate from the return the problem could be solved by simply deleting the form. It’s a valiant effort on the part of TurboTax to let you know that the IRS requires the form for change of address and that it must be printed and mailed separately, but the program will not let you e-file until you manually go to the list of forms and delete it yourself. I couldn’t wait any longer for TurboTax to fix their own problem!
