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how not to send PTC form 8962 when efiling

Budmeister
Level 2

how do you not include form 8962 when efiling? It is a part of the clients return in their file.

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4 Replies 4
IRonMaN
Level 15

The software will leave it off the file being transmitted.

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Budmeister
Level 2

Thanks-  just wanted re-assurance

Just-Lisa-Now-
Level 15
Level 15

It appears in the list of Forms in use on the left side of the screen?   It only shows on mine that have Net Credits, not a payback.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Budmeister
Level 2

In clients file, The form does not appear in "forms in use"  but it does in the return itself.

I did follow the instructions on the Intuit update on APTC suspension, but it did say not to send form 8962.

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