Form 8826 is not supported by TurboTax. The tax data from the Form 8826 is entered in the TurboTax program using the general business credit Form 3800 Part III Line 1e. You will have to print and mail the tax return and attach the Form 8826 to the mailed return.
IRS Form 8826 - https://www.irs.gov/pub/irs-pdf/f8826.pdf
Enter 8826, disabled access credit in the Search box located in the upper right of the program screen. Click on Jump to 8826, disabled access credit
On the screen Other Business Credits, on General business credits, click the start button
Thanks. Does that mean I have to file both Federal and Pennsylvania's on paper? Man, that defeats the whole point of e-filing!
Yes, both tax returns will have to be printed and mailed. If the federal tax return is not e-filed then the state tax return cannot be e-filed.
For the federal, any time you have to attach a form that is not supported for e-filing you will have to print and mail the return.
I need to use the 8826. Is there a way to manipulate the software so that the right amount of tax due or refund is calculated? How does it work if I just attach the paper 8826 to get the credit? Doesn't this lower the taxable income? I really need to take advantage of this credit this year.
@benokaela wrote:
I need to use the 8826. Is there a way to manipulate the software so that the right amount of tax due or refund is calculated? How does it work if I just attach the paper 8826 to get the credit? Doesn't this lower the taxable income? I really need to take advantage of this credit this year.
As stated in the answer above -
The tax data from the Form 8826 is entered in the TurboTax program using the general business credit Form 3800 Part III Line 1e. You will have to print and mail the tax return and attach the Form 8826 to the mailed return.
IRS Form 8826 - https://www.irs.gov/pub/irs-pdf/f8826.pdf
Enter 8826, disabled access credit in the Search box located in the upper right of the program screen. Click on Jump to 8826, disabled access credit
On the screen Other Business Credits, on General business credits, click the start button
Report the amount from the Form 8826 Line 8 on Form 3800, Part III, line 1e
I've been looking for that "other business credit" page so that I can enter it, but I just can't find it even with the "search." I just get threads that I see here but no link to 3800. I tried searching manually through the "business credit" section, too. It just stated that I don't have the form and that's it.
I found it! I'll assume this is 3800.
Other Credits under Business
I was looking under Personal for some odd reason.
Thank you.
@benokaela wrote:
I've been looking for that "other business credit" page so that I can enter it, but I just can't find it even with the "search." I just get threads that I see here but no link to 3800. I tried searching manually through the "business credit" section, too. It just stated that I don't have the form and that's it.
Enter 8826, disabled access credit in the Search box located in the upper right of the program screen. Click on Jump to 8826, disabled access credit
On the screen Other Business Credits, on General business credits, click the start button
Did you land on this screen after clicking on Jump to 8826, disabled access credit?