GLGACCT Posted February 26 Report Share Posted February 26 In this estate there are dividends with foreign taxes withheld and stock sold at a loss. There will be a net loss to the estate. Using 2022 ATX as it is a fiscal year. Received a red error message: Form 1116 Schedule B must be attached as a PDF; create the PDF, then from the E-File menu select Attach PDF. Schedule B looks to be correct and has the correct carryforward into the following year. Any ideas as to why this error message? Quote Link to comment Share on other sites More sharing options...
BulldogTom Posted February 26 Report Share Posted February 26 Did you select the correct category of income? (Passive). I got that error this year, changed the 1116 to type Passive and it went away. I think I had to actually attach a pdf copy of the Sch B last year to make the error go away, which was about the stupidest thing I think a software ever made me do (print the form from our software to pdf and attach it to the return you are efiling from our software). Tom Longview, TX 1 Quote Link to comment Share on other sites More sharing options...
GLGACCT Posted February 26 Author Report Share Posted February 26 Thank you. I have passive selected. I may try duplicating a return in 2023 to see if it is isolated to 2022 ATX. Quote Link to comment Share on other sites More sharing options...
jklcpa Posted February 26 Report Share Posted February 26 13 hours ago, BulldogTom said: about the stupidest thing I think a software ever made me do (print the form from our software to pdf and attach it to the return you are efiling from our software). I think it is a limitation of IRS MeF system, not any of our tax software. 2 Quote Link to comment Share on other sites More sharing options...
Sara EA Posted February 27 Report Share Posted February 27 I got the same error in Ultratax. It may be an IRS issue. That Sch B doesn't even have an input screen and is filled in by the software when required. Quote Link to comment Share on other sites More sharing options...
BulldogTom Posted February 27 Report Share Posted February 27 I just sent a trust return with a 1116 and it rejected. Figured out that I had not made the entries on the AMT section of the form. There is a carryover for AMT purposes and I did not enter the amount. Just got the ack from IRS. Tom Longview, TX Quote Link to comment Share on other sites More sharing options...
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