Efile Reject Form 8960

Forum|Forum|3 years ago
March 21, 2023
4 replies
0 views

I have read past comments etc about this being an IRS issue. Nothing has been updated on my Turbo Tax website since they stated it would be addressed on 2/19. After that did not happen, I searched information, and found out about the IRS issues spreadsheet. The new date was 3/19. Nothing has changed as of yet and the spreadsheet marks it as open. We are only a few weeks away from tax day. I have already paid for my online Turbo Tax efiling. Getting through to help on the phone is basically impossible. This is very frustrating and difficult for planning.

TurboTax Premier Online

HeatherPLO

Level 14

Please try the following steps which may help clear the loop you are experiencing:

Log completely out of Turbo Tax.
Then, clear your cache and cookies within your browser and completely close out of it. I have included the Help Articles below if you need assistance with clearing cache or cookies.
Re-open the browser and log back into Turbo Tax and see if this fixes the situation.
- You can also try a different browser as well, or "incognito mode".

Clear Cache

Delete Cookies

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caM56Author

Level 2

I had already tried clearing cache and deleting cookies. I tried another browser just now, still no differences. I also changed my password. No difference.

I should not have to upgrade to pro to talk to an expert regarding issues that are on the IRS and Turbo Tax end.

This is extremely frustrating.

Carl11

Level 2

Sorry to hear that your e-file not working, did you get an error message in your e-mail?

caM56Author

Level 2

Originally when it was rejected, but not since.

CassLO

Level 11

Please see the thread below for information on a rejected return due to form 8960:

Reject Form 8960

@caM56

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Lpenque

Level 2

I had the same issue with form 8960 - my return was rejected several times. I did see the IRS web site which was just updated on 3/21 and it still shows this issue still open. I decided to try to file again yesterday and just got confirmation that the IRS did accept my return. I did not make any changes to my returns since the first attempt. Good luck

caM56Author

Level 2

Thank you! When I look at my 8960 form it is still incorrect. There is no Turbo Tax fix at this point, so I am not comfortable resubmitting.

MichelleLO

Level 15

If you are using TurboTax Online, please try logging completely out of the TurboTax website, then clear your browser's cache and delete cookies then try submitting your tax return again.

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shj16

Level 2

Same issue here... I'm assuming that this is not going to get fixed by the tax deadline.. then what?? I guess it will have to be done the old fashioned way and mailed in.... I would like to know how to get a refund as I paid for turbo tax and also the e-filing costs.

SForrestLO

Level 11

We are aware of the Federal return rejection Reject Code F8960-019-04 Processing error Form 8960, Net Investment Income Tax. The Business rules need to be modified to reflect the updates to the instructions for form 8960. We have not received an update from the IRS on this yet. The IRS will update the Business rules by mid-March 2023.

Please see IRS Known Issues and Solutions for updates.

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caM56Author

Level 2

As I stated in my initial post, I was aware of the problem etc.

A couple days ago I called Turbo Tax and a specialist assisted me in getting my taxes e-filed. They were accepted. At this point, it is believed that the problem has been resolved, but the IRS has not informed.