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New Member
posted Mar 20, 2025 1:57:11 PM

Form 8960 Line 9b

Turbo Tax has apparently just picked up Line 7 from Schedule A to enter on line 9b of Form 8960. However, the Schedule A tax deductions are not related to investment expenses. The correct entry on line 9b of Form 8960 on my return should be 0. How do I make this change? If I don't make this change, I will end up with an underpayment of $380 on my taxes.

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1 Replies
Expert Alumni
Mar 25, 2025 3:35:27 PM

You would have to use the desktop version of TurboTax where you can complete the Reconciliation of Schedule A Deductions to Form 8960 plus additional expenses, line 9 and 10 worksheet. You find that on the Form 8960 worksheet: