Tag Archives: Free Fillable Forms

IRS ‘Free File Fillable Forms’ For 2021 (i.e., 2020 Tax Year) AGAIN Has A Negative Number Error In ‘Schedule D’ — Precludes eFile.

by Anura Guruge


Click to ENLARGE.


Click image to access THIS post about last year’s Schedule D negative number error. This year’s is A SHOW STOPPER!


PANIC. This error is a SHOW STOPPER.

If you have to report short-term capital gain LOSSES on your Schedule D you are SCREWED.

Free File Fillable Forms‘ will NOT accept a negative number in column (d), i.e., Proceeds (sales prices). Yes, proceeds can be NEGATIVE. Smile. It can even be quite a BIG negative number. The IRS allows you to enter NEGATIVE numbers in these columns. You enter them in parenthesis.

Click to ENLARGE. Straight from the IRS. Schedule D instructions.


FFFF does NOT let you enter parenthesis. But, it lets you enter a NEGATIVE number with a MINUS in front.

The problem is that the eFile XML checker has an ERROR. I hate XML. Can’t believe that they still use XML. XML is a bloody joke.

Well, you have to print the return & mail it. This will be the SECOND time eFile has not worked with FFFF.


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by Anura Guruge


‘Intuit’ ‘TurboTax’ ‘Satisfaction Guaranteed Refund Policy’ Is A Joke, A Scam — Totally & Utterly Sleazy.

by Anura Guruge



I will NEVER, EVER have anything to do with Intuit TurboTax again. Wow. I am in shock.

I bought the CD/Download “TuboTax DELUXE” for $120. I downloaded. Went to install it. It would NOT install since I run Windows 7. TurboTax requires Windows 10. I do NOT have a Windows 10 machine.

I thought getting a refund, giving the circumstances would be easy. A piece of cake. WOW. Not so. Took me over 2-hours just to reach a person. They could NOT do anything over the phone. Well, READ the image at the top. 5 to 7 business days JUST to review the request. Then UP TO 6-weeks to make the REFUND.

6 FRIGGING WEEKS! To refund $120 that they got from me.

That is NOT right. That is WRONG.

I never would have thought that Intuit was that scammy!

WOW.

So, BE AWARE.

HEADS UP.

I am going with H&R Block. They couldn’t be any worse. Yes, their software doesn’t run on Windows 7 either. So, I will have to use the ONLINE version. Not happy.



As regular readers of this block know, I am a HUGE & long time fan & supporter of the IRS ‘Free Fillable Forms‘. I have been doing my own taxes, without ‘tax software’ for at least the last 7-years. I can do it again, all on my own, without ‘TurboTax’ (equivalent), this year too. But, I could do with some CALCULATION help NEXT YEAR (i.e., 2021 taxes). Due to some ‘exceptional’ Capital Gains, that I could not really delay for any longer, I will have to do some major calculations next year. Yes, I could do it by hand — & I probably will. But, it would be nice to have software on hand to check my calculations — rather than getting a letter from the IRS that I screwed up. Every time I get a letter from the IRS I am sure I lose 10-years of life expectancy — hence why I am already living on borrowed time.

Well, I like to plan ahead. Belts & braces. I don’t want to jump straight into using tax software in 2022 without ANY experience of how it works. Next year’s taxes are going to be complicated enough without having to contend with new software.

So, I was going to do a TRIAL RUN this year. Try & get familiar with the software.

Well Intuit SCREWED ME. Not happy.




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by Anura Guruge

IRS ‘Free File Fillable Forms’ For 2020 (2019 Tax Year) Has A (Small) Error In ‘Schedule D’.

by Anura Guruge


Click to ENLARGE images.



Do NOT panic.

It is NOT a showstopper.

It does not mess you up.

It prints OK.

So, the issue is that YOU put in $3000 and it AUTOMATICALLY puts the MINUS in front, though it is a field in ‘parenthesis’, i.e., already negative. So, we have a DOUBLE negative.

But, this error isn’t carried over to the 1040. That is good.

Also prints OK.

So do NOT panic.

Enjoy. Happy 2019 Taxes. Smile.


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by Anura Guruge


IRS ‘Free File Fillable Forms’ 2019 Has Issues With Form 8962, ‘Premium Tax Credit’.

by Anura Guruge


Click to ENLARGE and study.


Second year running that the usually estimable ‘free file fillable forms‘ has had problems with dreaded ‘ObamacareForm 8962. I guess it is one of the last forms they get around to tackling.

This year’s problem is crazy. Basically line 8a is dead. It doesn’t do the math and it won’t allow you to enter the value manually! I guess they had planned to make the two fields on that line 8a & 8b automatic — i.e., they would do the math. Simple enough.

8a = line 3 * line 7.

Guess they screwed up putting in the code to do that. So, it remains unpopulated.

And herein lies a fundamental problem with FFFF. If there is a way to OVERRIDE their ‘no entry’ block — I don’t know what it is.

They really should provide an OVERRIDE so that you can always modify or populate a field. Without that you are screwed.

So, I was screwed again. Also means I can’t use the FFFF electronic filing because I can’t complete all the Forms.

Luckily all 1040 Forms on IRS.GOV, this year, are fully editable online! Pretty neat. So, basically the same as FFFF.

So, I did Form 8962 and Schedule 2 online.

I, as I did last year, just mailed it in. Hate doing it, but it was the easiest for I.


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by Anura Guruge


‘Free File Fillable Forms’ For 2018 Federal Tax Returns (With Latest Forms) Now Available At IRS.gov.

by Anura Guruge


Click image to access the ‘FFFF’ gateway … you have to register.


Yes! YeS! YES!

I just love ‘Free File Fillable Forms‘ — from the IRS, available to ALL, for FREE.

I have been using it, with GREAT SUCCESS, for the last 7 years (if not more). It works like a treat and every year they refine it a bit more to make it even better.

Yes, the 2018 ‘tax reform’ has messed things up and complicated matters BUT you can still get around. I just started today. Looks good. I am happy. Enjoy/

Helps if you have a printed set of IRS ‘1040’ instructions handy.


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by Anura Guruge


IRS ‘Free File Fillable Forms’ Has An Error On Line 26 Of Form 8962, ‘Premium Tax Credit’.

by Anura Guruge



This is a ‘Do the Math’ field.

You can’t enter a value in it, or override it.

The MATH is WRONG.

On Form 8962, IF line 25 is greater than line 24, IT does NOT leave it blank!

Instead it INSISTS on entering the value of line 24 — irrespective of what is on line 25.

IT will then even enter that in the 1040 line 69 and your RETURN will be TOAST.

Yes, darkly burnt TOAST.

The e-file spots the error. So, you can’t get away with it. {Smile}

I ended up just printing my return, making the corrections by hand, and MAILING IT!

So, a heads up.


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by Anura Guruge


IRS ‘Free File Fillable Forms’: Two Changes To 2016 e-File Process.

by Anura Guruge


Click to ENLARGE.



Continues to work, and work very well.

Just filed, yes, e-Filed, my 2016 IRS Tax return using “Free File Fillable Forms“, on Friday — this my 7th year using them.

No real problems other than me screwing up two things that e-File pre-processing picked up.

But, noticed two (2) BIG changes in the e-File process.

I guess this is to enhance filing security after the fraudulent e-File claim scandals of the last couple of years.

So, here are the two changes:

1/ You have to include Driver’s License information.

2/ There is CAPTCHA human verification before you are allowed to enter e-Filing.

The first, i.e., requiring further identification, in this instance Driver’s License (or State-issued ID) data makes sense though it was a pain to go get our licenses. Having to enter the issued date really does make the difference. You couldn’t fudge that.

But, I am confused by the CAPTCHA. That is only to ensure human participation. I didn’t realize that there had been a problem of automated, robotic filings. Wow.

 


Related Posts:
>> 2015 Free Fillable Forms’.
>> 2014 Free Fillable Forms’.

>> 2013 ‘Free Fillable Forms’ eFile option.
>> 2013 ‘Free Fillable Forms’ Form 8949 ‘various’.
>> IRS Provided ‘Free Fillable Forms’: Huge Endorsement.


by Anura Guruge


‘Free Fillable Forms’ For 2016 Federal Tax Returns Now Available At IRS.gov.

by Anura Guruge


freefillable


Yes! YeS! YES!

I just love ‘Free Fillable Forms‘ — from the IRS, available to ALL, for FREE.

I have been using it, with GREAT SUCCESS, for the last 6 years (if not more). It works like a treat and every year they refine it a bit more to make it even better.

IF you know your way around a 1040 this is just perfect. It does NOT get in the way. It doesn’t ask any questions. You just plug away.

Just wanted to let you know the 2016 version is available for 2016 Federal Taxes. Way too early for me. I don’t get all my tax forms till early March!

Enjoy. Happy 2015 Taxes. Smile.


Related Posts:
>> 2015 Free Fillable Forms’.
>> 2014 Free Fillable Forms’.

>> 2013 ‘Free Fillable Forms’ eFile option.
>> 2013 ‘Free Fillable Forms’ Form 8949 ‘various’.
>> IRS Provided ‘Free Fillable Forms’: Huge Endorsement.


by Anura Guruge


IRS Form 8962, ‘Premium Tax Credit (PTC)’ — Do NOT Roundup Your Numbers, Specially On Line 5.

by Anura Guruge


89622016

Click image to ENLARGE.


The new Form 8962, that came to be with the 2014 Tax Returns, is probably the most pernicious feature of ObamaCare, a.k.a. Affordable Care Act (ACA) — and that takes some doing.

IF you have the misfortune of having to file one you will understand. Yes, I assume many of you rely on a Tax Preparer to do your taxes, including Form 8962. I have to assume that they must charge you more for doing it because it is not an easy form. It makes all the other common forms, Schedule D or Schedule C, seems TRIVIAL in comparison.

That the INSTRUCTIONS for Form 8962 runs to 18 pages is a clue that this is convoluted and complicated.

One of the stupidest things in this form is that it does NOT like you rounding up your percentage number when you are completing Line 5. Yes, it says so in the instructions BUT that is easy to miss.

IF you round up and say put .197 instead of .196 because the number you got from the division was .19689 you will be SCREWED! I kid you not. (And I made up those numbers to just serve as an example. I am not going to tell you mine. SMILE.)

I had my Free Fillable Form Electronic Filing REJECTED by the IRS because of that ONE Line 5 rounding up! Wow.

Took me about 10 minutes to work out what they were complaining about. Then, on reading the instructions, even more carefully, so it. DO NOT ROUND. I am so used to rounding up.

To be fair to the IRS it makes a difference. It, of course, depends on your numbers BUT I was surprised that in our case that rounding came to $20 — in OUR favor. So that is why the IRS balked. They wanted me to get it right.

So heads up. IF you are doing Form 8962 be careful rounding.


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by Anura Guruge


‘Free Fillable Forms’ For Doing 2015 Federal Taxes Now Available At IRS.gov.

by Anura Guruge


freefillable20150000

Click image to get you towards FFF at the irs.gov Website.


I can’t tell you what a BIG fan I am of the IRS-provided, totally gratis, ‘Free Fillable Forms‘. I have been using it, every year, without fail, with GREAT SUCCESS, since 2010 (if not earlier). It works like a treat and every year they refine it a bit more to make it even better.

IF you know your way around a 1040 this is just perfect. It does NOT get in the way. It doesn’t ask any questions. You just plug away.

Just wanted to let you know that it is now available for doing 2015 taxes. I don’t even start THINKING about doing my taxes till mid-March. I usually have to wait till then to get all my tax forms.

Enkoy. Happy 2015 Taxes. Smile.


Related Posts:
>> 2014 Free Fillable Forms’.

>> 2013 ‘Free Fillable Forms’ eFile option.
>> 2013 ‘Free Fillable Forms’ Form 8949 ‘various’.
>> IRS Provided ‘Free Fillable Forms’: Huge Endorsement.


by Anura Guruge