topic Form 4952 is not included in the preview PDF before e-filing. in Deductions & credits

Form 4952 is not included in the preview PDF before e-filing.

dhwoow — Sat, 13 Mar 2021 19:57:58 GMT

I have investment interest expense to be carried over to the tax year 2021. Form 4952 is not included in the "Forms", and there's only the Form 4952 Wks. Clicking the "Open Forms" and searching for Form 4952, the Form 4952 is there and the numbers look all correct. Line 20 of Schedule "... are you not filing Form 4952?", the "Yes" box is checked. I want to file Form 4952, and do not want the "Yes" box. The Form 4952 is not included in the preview PDF before e-filing.

It's the Mac desktop, Home& Business version 2020. Last year (2019) things worked all fine.

Re: Form 4952 is not included in the preview PDF before e-filing.

ReneeM7122 — Tue, 16 Mar 2021 17:51:39 GMT

To include Form 4952 with your return, please confirm that you have followed these steps:

To enter/edit Form 4952 (Investment Interest Expense Deduction):

1. Open your return (or continue if open).

2. Type “4952” (upper-case works too) in Search box (upper right-hand corner of the screen)

3. Click on “Jump to 4952” link.

4. Answer screen interview prompts.

Here's a TurboTax article with information about Form 4952.

Re: Form 4952 is not included in the preview PDF before e-filing.

dhwoow — Wed, 17 Mar 2021 01:38:32 GMT

Thanks for the answer. I tried and found that it depends on the amount of investment income (capital gain). When the capital gain is within a certain range considering the margin interest, the Form 4952 disappears with only Form 4952 worksheet left, and otherwise Form 4952 reappears.

In that case, I guess I'd assume there's a certain legitimate logic behind.