topic Safe Harbor Forms missing on forms list but is in PDF file in Get your taxes done using TurboTax

Safe Harbor Forms missing on forms list but is in PDF file

sunshine39 — Fri, 04 Apr 2025 01:55:07 GMT

The PDF copy of my taxes shows two Safe Harbor forms. One is for "Section 1.263(a)-1(f) De Minimis Safe Harbor Election" and the other is for "Section 1.263(a)-3(h) Safe Harbor Election for Small Taxpayers".

Two issues:

1) Even though I corrected my answer to not elect the Safe Harbor for Small Taxpayers, the form continues to be included in the PDF copy.

2) From some other posts, a suggestion was made to go into Forms List and manually delete the unwanted form(s). However, I don't see either of the safe harbor forms on the Forms List. The De Minimis Safe Harbor Election form is still valid per my answer to the question.

Would appreciate feedback on how to correct this and ensure that the IRS is sent the complete list of forms when it is filed.

It seems ridiculous that TT is not updating the forms based on the most recent answers to the safe harbor questions. And secondly, if I hadn't paid attention to reviewing the PDF file, I would not have known that the safe harbor forms are not on the forms list and MAY not even be sent when I file it with the IRS. Makes me wonder if there might be anything else missing.

Re: Safe Harbor Forms missing on forms list but is in PDF file

MarilynG1 — Tue, 08 Apr 2025 17:33:54 GMT

If you're using TurboTax Online, clear your Cache and Cookies. Then in the left-side menu, go to Tax Tools > Tools and select View Tax Summary from the pop-up menu. Back at the left-side menu, choose Preview My 1040. You can scroll through your return to see if the Safe Harbor form is included.

If you're using TurboTax Desktop, try a Manual Update and then check your list of forms in FORMS mode again.

@sunshine39

Re: Safe Harbor Forms missing on forms list but is in PDF file

sunshine39 — Wed, 09 Apr 2025 04:06:28 GMT

Thank you for your response. My desktop version is up to date but neither are showing up on the Forms List still. Would appreciate your further feedback.

Re: Safe Harbor Forms missing on forms list but is in PDF file

BrittanyS — Wed, 09 Apr 2025 21:07:00 GMT

Try selecting forms mode and searching for the form and click add form. Also, if you haven't already try the manual update link provided by MarilynG1. Although, the software may state it is up-to-date it sometimes doesn't pull the most recent update. The super patch will make sure the most recent version is running.

@sunshine39

Re: Safe Harbor Forms missing on forms list but is in PDF file

sunshine39 — Fri, 11 Apr 2025 04:25:36 GMT

When I go into Forms mode, I only see the forms for my returns and do not see an option to "Add" form(s).

The problem is that I don't see the Safe Harbor forms on the list of forms. Again, I see them when I generate the PDF file. However, based on my updated answers, I should only have one of the two Safe Harbor forms so I was trying to delete the one that is not applicable (following instructions from another post). But the problem is that neither Safe Harbor forms are in the Forms List. So how exactly do I know what will be transmitted to the Fed?

Seems like there is a glitch. I have done TT updates as suggested and problem still exists.

Re: Safe Harbor Forms missing on forms list but is in PDF file

MarilynG1 — Fri, 11 Apr 2025 23:25:51 GMT

In FORMS mode, choose 'Open Form'. Type in 'safe harbor' and you'll see two forms come up in the search results. Click on each one separately, and use the 'Delete Form' at the bottom.

They don't show in the list of forms, as they're really an attachment to a form.

@sunshine39

Re: Safe Harbor Forms missing on forms list but is in PDF file

sunshine39 — Sun, 13 Apr 2025 02:21:53 GMT

Got it! Thank you so much for the clear explanation and directions! It would be very helpful if TT would delete non-applicable forms when answers/data are changed to keep everything in check.