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bob582
New Member

It is telling me Form 8960 isn't available yet for me to file. I don't have investment income, why is it holding me up for that?

 
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1 Reply
josh6
New Member

It is telling me Form 8960 isn't available yet for me to file. I don't have investment income, why is it holding me up for that?

My understanding is that regardless if you have no investment income this year, the trigger that requires the form is your AGI. The outcome of the form is in essence "zero", but the form is still required to be filed due to the AGI...I am in the same situation and this is what my research has led me to understand. I hope this helps. And I hope TT has it resolved prior to the 2/7 estimate. Good luck.

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