Line 4a of form 8960 was not calculated correctly on tubotax desktop version

[luo1210]

According to IRS 8960, Line 4a is supposed to be the sum of Schedule (form 1040), Line 3 and Schedule (form 1040), Line 5 and Schedule (form 1040), Line 6, but turbo tax populated Lin4a with 0. This bug cause e-file to be rejected with the error

F8960-019-06 - If Form 8960, 'NetRentalIncomeOrLossAmt' has a non-zero value, then it must be equal to sum of Schedule 1 (Form 1040), 'BusinessIncomeLossAmt', 'RentalRealEstateIncomeLossAmt' and 'NetFarmProfitLossAmt' unless all of the following conditions are true: 1) Filing status of the return is Married filing jointly or Qualifying surviving spouse and 2) Form 8960, 'Section6013gInd' and 'Section6013hInd' are not checked and 3) Form 8960, 'FilingThresholdAmt' equals 125000.

[LeticiaF1 · Accepted solution]

This return cannot be filed at this time due to a processing error that will be corrected on April 3, 2026. On or after this date, open the rejected return, review it for errors, and resubmit the return for electronic filing.

[luo1210]

Yes, the issue was resolved and e-file was accepted.  Thanks.

[Yeroon]

I filled mid march with zero in lines 4a and 4b, as per the Turbotax error.  Unfortunately the IRS accepted the return.  My refund never showed up and the IRS transcript suggest that the IRS computed line 4a for me (with a positive amount) and not 4b.  Line 4b should have been the negative of 4a.  This obviously results in higher computed taxes.  

I have not heard from the IRS yet.

It looks like Turbotax has fixed the problem.  Should I file an amended return?

[CatinaT1]

If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines. 

• You must first wait until the initial return is completely processed. 
• You will have to use the same TurboTax account that you used for the original tax return. 
• Once you begin your amendment, you'll see your original return.  
• The refund calculator will start new at $0 and only reflect the changes in the refund or tax due 
• Only make changes to the areas of your return that need to be corrected. 
• You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment 

Select your product below and follow the instructions. 

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