From 8801 Bug

Forum|Forum|3 years ago
January 27, 2023
1 reply
1 view

I'm using the desktop edition in forms mode.

For form 8801 line 11, the software calculated the value using the all others method. Since I used the Qualified Dividends and Capital Gain Tax Worksheet in 2021 so I'm supposed to complete Part III of the form to calculate the amount for line 11. There is a smart worksheet on the top of Part III that lets you put in your 2021 numbers from the QDCGT or Schedule D Worksheet, but no matter what I put there, nothing happens.

This is a bug that can potentially impact the actual refund/amount due. I'm posting here hoping this could be reported to the engineers and get fixed, although from other posts on the forum this doesn't happen very often, in which case I'd have to file with something else.

Update: Putting a zero on the Foreign Earned Income Tax Smart Worksheet seems to have fixed the issue.

submast3r

Level 2

Omg if this works you will save me another 5 hours on the phone with support.

submast3r

Level 2

You have my thanks.

for others, enter zero on foreign earned income tax smart worksheet line 2a in form 8801. That will make part III come alive and properly calculate based on qdcg tax smart worksheet inputs.