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Well, it could also be one of these: The credit is limited to the regular tax, so if he had no tax, then no credit. Or if tax was less than the credit, then the credit is limited to the tax. Another thing that could be happening to some taxpayers is if the tentative minimum tax from 6251 is more than the regular tax on the 1040, then it appears that the personal portion of the credit is NOT allowed, and line 9 of the form 8911 says "do not file this form" unless there is also a credit on line 3, and line 3 would be the business portion of the credit. Would any of that be a reason that your form isn't being produced? ETA - I tested #2 above by entering enough AMT income to create that situation on one of Drake's test returns. Once tentative minimum tax on the 6251 exceeded the regular tax, Drake no longer produced the 8911 but the 8911 Sch A remained in the return and showed the credit on line 21 of that schedule, but it did not flow to the 1040 Sch 3, and no credit was allowed.

Did you have the little box checked to the right of either line 6b or 6d? And the check box filled in at the very bottom to indicate main home? Mine didn't work without those. It seemed that if any one little piece was missing, it wouldn't work.

I got it to fill in Sch 3, line 6j by entering all of this input: Go to screen 8911 and fill in T,S,J, line 2a needs an entry. I entered "taxpayer main home", then continue through with entries for actual home address and owner's TIN in the appropriate boxes Entries for lines # 4 and 5 - enter dates began and placed in service Either line 6b or 6d - I HAD to enter a census tract GEOID on one of these lines and check the box to the right that indicates which appendix that number is located. It would not calculate or populate the credit without this information. I think that is located in the the form 8911 instructions with a link there to those Appendices. Line 8 - enter the cost of the refueling property Line 9 - if this is entirely personal use, enter ZERO line 11 - I left this blank assuming if it was all personal use there would not be any sec 179 deduction Line 17 - be sure to check the box to indicate the property where this is installed is the taxpayer's main home With all of this entered, it created the form 8911 with Part II filled in and also created form 8911,Sch A with parts I and III completed and also the cost of refueling property on line 8 of part II. This is everything I had to enter for a credit to calculate and flow to the correct line on Sch 3 of the 1040. I haven't filed one of these for any client, so judge for yourself if these entries and results are appropriate for your client's situation. The 8911 will transmit, and appears that Sch A has to be attached as a pdf, but Drake has that completed and should create the pdf for you to attach in View/Print mode. Hope this helps.

What anti-virus software do you use?

I'll be surprised if this new user comes back or is an actual preparer. This topic was one where I moved the post after this person tried to revive a topic from 2009.

Those # of views include bots, webcrawlers, etc. so doesn't mean members that can actually post an answer. I'm very far from CA but took a brief look that the instructions, so don't take my word for this, and maybe a CA preparer will comment whether these entries would work: Indicate coverage for Jan, then use code "C" for a 3 month short coverage gap for the months of Feb through April, and finally use code "E" for the period from May 1 through Dec 31 as a nonresident. Technically, this person wouldn't qualify for the short coverage gap because it is actually more than 3 months, but at the point of May 1 the person is no longer within the state and definitely qualifies to use another code, but I don't know if it would work or not.

You should fill out the support worksheet, and remember that whoever took out that loan is the one that provided that $8500 of support, and the scholarship isn't used in the calc of support.

It isn't tracked separately by business because the regs say that the QBI loss carryforward is treated as if it is a separate business. reg sec 1.199A-1(c)(2)for computation when income doesn't exceed threshold and 1.199A-1(d)(2)(iii)(B) when income does exceed threshold. Regarding the loss carryfwd, both sections say the same thing:

Was there any net unused QBI loss on the 2023 joint return that is carrying forward to 2024?

Yes, we were typing at the same time.

Yes, the superseded return is similar to an 1040x but it replaces the original instead of changing it. The reason the parent's return was rejected is obviously because a return was already filed using that SSN. That's why I said to replace that kid's return by making it belong to the parents since the dad's SSN was used to file it. The IRS system actually thinks that is the dad's income on that return. Superseding that return with all of the parent info will correct that record filed under dad's SSN and will change the filing status from single to MFJ and whatever dependency was claimed, because if the kid should have checked that box for being claimed as a dependent, the IRS system thinks the dad is being claimed by someone.

I don't think #1 will work though. Are dad and son's names similar? Are you handling both returns? Since a return was filed under dad's SSN, I would file a superseded federal return for dad (or dad + spouse, if that is the case) with all of the correct information. That will correct his record and the return will still be under that SSN, and the superseded return can be e-filed. Then you will also be able to e-file the son too.

The partnership files 3468 with its return and the solar credit information including basis is reported in part VI, section B of that form. It may also need to file form 3800. Please see the instructions for form 3468. Specifically, see the heading "Specific Instructions" and the right under that are the detailed instructions for S Corps, Partnerships, Estates, Trusts that lists the lines to fill out and required information to give to the partners. You are correct that ultimately this information is on the K-1 in box 20, code E with a statement attached that gives each partner the information needed for them to each complete their own 3468s on their individual returns.

@Terry D EA, to answer your question about putting the one owner on payroll with a W-2 for tips, you can't do that because partners aren't on payroll and don't receive a W-2. I think Lee gave you the answer from the FLSA he posted.

Really? If you call Drake's support line and ask where to enter input for an entry to show up on this Sch and line, any one of them should be able to answer such a simple question. You know it isn't going to do calculations for you, right? You have to do all of that yourself. I'd attach an explanation of the the year(s) involved and how this credit was calculated. Open the individual return and look for input screen 5 "Taxes, Credits, and Payments" on the left side of the first main screen when you open a return. Open input screen 5 and enter the credit you have calculated on Part 3, line 13(b) near the bottom of that screen. That line has the title "Credit for repayment of amounts included in income from earlier years (sec 1341)."

I'm confused because your original post said it was a SMLLC.

From what I've read, CA, UT and NY are the only states that accept superseded individual returns.

In comparison, I'm little more than halfway through my career.

The part I could see using "reader view" Some tax professionals keep crunching numbers into their 90s and beyond GRAND FORKS, N. D.—Else M. Rike will be 101 years old on March 24 but doesn’t expect to take a day off to celebrate. She will be too busy preparing tax returns. After more than 70 years as an independent tax preparer, Rike knows how to pace herself. She aims to finish at least three returns a day in the weeks before April 15. The photo from the article:

Those children under a guardianship are considered foster children for this purpose. See this IRS page under "What Are the Eligibility Factors" where it starts by saying "Parents and Guardians" https://www.irs.gov/newsroom/grandparents-and-other-relatives-with-eligible-dependents-can-qualify-for-2021-child-tax-credit And this congressional page: https://crsreports.congress.gov/product/pdf/IN/IN11853 Look on page 2 under "Relationship page where it says this:

IRC sec 24 covers the CTC, and the other definitions at sec 24(f) has the definition of "child", specifically concerning foster children at 24(f)(1)(C) -

ok

You didn't give enough information to definitively answer, but consider this: Son may still be a dependent as a qualifying child even though married and filing a joint return IF the only reason he filed MFJ is to get a refund of taxes withheld or paid. His age doesn't matter IF he is considered permanently and totally disabled. If he receives any sort of disability or other income, you should document parents' support using the IRS worksheet. For the DIL to be a dependent she would have to meet the rules for qualifying relative, and one rule she will probably fail is that she would have had to live in the household for the entire year. You didn't specifically say whether she did or didn't, but if she didn't live there before marriage and you said that occurred in 2024, then she can't be a qualifying relative and already isn't a qualifying child (in-laws don't meet that definition). As Kathy said, review the rules. Here's a good start: https://www.irs.gov/credits-deductions/individuals/dependents

Many times the problem with things like this isn't the software or its vendor not providing the service or form. It is that the state hasn't integrated it into its e-file system or for some reason wants it done another way. Lee's post above is a good example.

Actually, what the OK instructions say is this: Remember that each tax program you use has its own quirks, and some do more for you automatically than others. Some require a checkbox to give credits or to exclude them. Sometimes that is on the federal input, sometimes on the state. I've found this is especially true of items specific to the state. It sounds like maybe you have missed some input within the TaxAct program. In this case, I'd say that ATX is correct since the ODC is defined in a section within IRC sec 24 entitled "special rules for tax years 2018 through 2025". IRC sec 24 is the code sec for the CTC, and sec 24(h) is where the special rules are that allow the ODC. All that being said, you are the preparer being paid for this, so that is up to you to decide if my interpretation is correct since I have never done an OK return. Here's a link to the code so that you can see how sec 24(h), specifically 24(h)(4) is within the entire section governing the CTC. https://irc.bloombergtax.com/public/uscode/doc/irc/section_24