GJTT
Level 2

I was able to e-file, but it took several tries. I removed the two 8621s that had excess distributions from the software and attached them as pdfs. I overrode both the Sec. 1291 tax and interest and entered the correct amounts manually. I still received a rejection, because the interest amount required entry on a Form 8621. So, I removed the override on interest and entered it on one of the 8621 forms that had a loss and, hence, didn't require an attachment. The final review did not flag a problem. E-filing worked. This is unorthodox, but the amounts reported on Form 1040 are correct and complete attachments available. Best would be to finally get Form 8621 ready for e-filing! I'm not a software expert, but that strikes me as copy and paste of pre-existing functions.

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