<?xml version="1.0"?>

<rss version="2.0">


<channel>
<title>Home - All Categories - Tax Forms  </title>
<link>//kb.erosupport.com/category-42.html</link>
<description>This RSS Feed contains Articles of Category in the knowledge base. You can click on the title to view its content.</description>
<item>
										<guid>//kb.erosupport.com/article-20.html</guid>
										<title>Common IRS Rejections (rejects)</title>
										<link>//kb.erosupport.com/article-20.html</link>
                                        <description><![CDATA[Common IRS Rejections (also known as Business Rules) can occur due to the information entered in the return and/or the information in the IRS e-file database, is not correct. If incorrect information is entered in a tax return, the preparer can...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-32.html</guid>
										<title>Entering Information From Form 5498, Form 5498-ESA, and Form 5498-SA</title>
										<link>//kb.erosupport.com/article-32.html</link>
                                        <description><![CDATA[The 5498 forms (5498, 5498-ESA, 5498-SA) provide information on a taxpayer&rsquo;s account...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-367.html</guid>
										<title>How to Amend a Tax Return (Form 1040X)</title>
										<link>//kb.erosupport.com/article-367.html</link>
                                        <description><![CDATA[The amend process is used to apply corrections or provide additional income, credits, deductions, etc; to a Tax Return already acknowledged by the IRS. In many cases, mathematical errors are caught and corrected by IRS so the partner should determine...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-609.html</guid>
										<title>1099-R Taxable Amount</title>
										<link>//kb.erosupport.com/article-609.html</link>
                                        <description><![CDATA[ÃÂ 1099-R retirement and annuity distributions can be taxable, penalized or exempt.
ÃÂ 
1099-R Taxable Amount
Box 1 of form 1099-R is the gross distribution. The software determines how much the taxable amount in box 2a is if you select the checkbo...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-305.html</guid>
										<title>How to Send Binary Attachments to The IRS</title>
										<link>//kb.erosupport.com/article-305.html</link>
                                        <description><![CDATA[Some forms allow taxpayers to submit additional attachments to the IRS, if required. You can find this information at the bottom of the 1040.ÃÂ  (At the bottom of the 8879 is where you can attach miscellaneousÃÂ forms.)

At the bottom of the 1040, ...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-54.html</guid>
										<title>What is a Third Party Designee &amp; Locations</title>
										<link>//kb.erosupport.com/article-54.html</link>
                                        <description><![CDATA[Third Party Designee...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-945.html</guid>
										<title>IRS Rejection: e-File Database indicates that Form 8962 or binary attachment must be present.</title>
										<link>//kb.erosupport.com/article-945.html</link>
                                        <description><![CDATA[IRS Rejection:ÃÂ The e-File Database indicates that Form 8962 or binary attachment with description containing ACA Explanation must be present in the return.
RuleNumber: F8962-070

Possible reason for rejection:

Taxpayers placed applications throug...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-821.html</guid>
										<title>How to use the recovery rebate credit worksheet TY2020</title>
										<link>//kb.erosupport.com/article-821.html</link>
                                        <description><![CDATA[The Recovery Rebate Credit is authorized by the Coronavirus Aid, Relief, and Economic Security (CARES) Act.More details about the Recovery Rebate Credit are available here at IRS.gov....]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-17.html</guid>
										<title>Mailing Addresses For Filing Form 4868</title>
										<link>//kb.erosupport.com/article-17.html</link>
                                        <description><![CDATA[Filing Form 4868
The filing address for paper Form 4868 depends on where the taxpayer lives and whether or not a payment is being included.
&nbsp;
To locate mailing address for Form 4868:
1. Open an internet browser and navigate to www.irs.gov.
2. In...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-716.html</guid>
										<title>How to reload an EFIN</title>
										<link>//kb.erosupport.com/article-716.html</link>
                                        <description><![CDATA[Follow the steps below for the appropriate way to re-load the EFIN on Form 8879.
Reloading the EFIN record may often resolve several refusals and is required in many situations.

Navigate to Form 8879 from the Attached Forms menu on left.ÃÂ 
Click i...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-272.html</guid>
										<title>Replacing a Lost IP PIN</title>
										<link>//kb.erosupport.com/article-272.html</link>
                                        <description><![CDATA[Lost IP PINs
Taxpayer IP PIN holders who have lost or misplaced their numbers are to contact the IRS. 
Should you receive a CP01A Notice that contains your IP PIN, yet that of which has been lost or misplaced, you may call us for specialized assistan...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-733.html</guid>
										<title>Verify Error: Binary attachment for Sec 199A Safe Harbor Sign statement...</title>
										<link>//kb.erosupport.com/article-733.html</link>
                                        <description><![CDATA[This article addresses the verify error surrounding the Safe Harbor Sign Statement within the Sch 1 and Explains what is Safe Harbor.
&nbsp;

The program suggests&nbsp;the following:&nbsp;
A Sec 199A Safe Harbor Signed Statement is required when the ...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-164.html</guid>
										<title>How to Create And Electronically File Form 4868 (Individual 1040 Extension)</title>
										<link>//kb.erosupport.com/article-164.html</link>
                                        <description><![CDATA[Form 4868ÃÂ (IRS link)
ÃÂ The following steps are to create and electronically file Form 4868:ÃÂ 

Complete the following on the Client Data Screen.Taxpayer name, address, date of birth, and filing status &amp; bank account data
ClickÃÂ Add FormÃ...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-158.html</guid>
										<title>How to Add a Vehicle Asset</title>
										<link>//kb.erosupport.com/article-158.html</link>
                                        <description><![CDATA[How to add a vehicle asset to a return
This article will walk through how to enter a vehicle asset to a return using the asset manager. There are multiple ways to access the manager through the program.ÃÂ 
ÃÂ ÃÂ Multiple Methods to access the asse...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-371.html</guid>
										<title>How to Claim EITC and HOH With Divorced Taxpayers</title>
										<link>//kb.erosupport.com/article-371.html</link>
                                        <description><![CDATA[This article provides steps on how to claim Earned Income Tax Credit and Head of Household when dealing with divorced taxpayers. These taxpayers haveÃÂ an option to split the dependency exemption from Head of Household (HOH) and Earned Income Tax...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-370.html</guid>
										<title>Social Security Income For a Dependent From Form SSA-1099</title>
										<link>//kb.erosupport.com/article-370.html</link>
                                        <description><![CDATA[Social Security Income For a Dependent
Social security income is reported on the recipient&rsquo;s tax return. If a dependent is a recipient of social security income, the social security income is reported on the dependent&rsquo;s tax return.
ÃÂ 
N...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-33.html</guid>
										<title>Form 4852: Substitute For Form W-2 or 1099-R</title>
										<link>//kb.erosupport.com/article-33.html</link>
                                        <description><![CDATA[Using Form 4852...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-162.html</guid>
										<title>How to Use Generic City Codes With The Pennsylvania Generic City Form</title>
										<link>//kb.erosupport.com/article-162.html</link>
                                        <description><![CDATA[When completing the Pennsylvania Generic City Form, a generic city code is used to carry income from the tax return into the Generic City Form. ...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-48.html</guid>
										<title>Form 8867 - Earned Income Credit Due Diligence</title>
										<link>//kb.erosupport.com/article-48.html</link>
                                        <description><![CDATA[Form 8867 - Earned Income Credit&nbsp;



Paid preparers of Federal Income Tax Returns or claims for refund involving the Earned Income Tax Credit (EITC) must not only ask all the questions required on Form 8867, but must meet the due diligence requi...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-38.html</guid>
										<title>Earned Income Credit (EIC)</title>
										<link>//kb.erosupport.com/article-38.html</link>
                                        <description><![CDATA[
View the links below for help with EIC Income Limits, Maximum Credit Amounts, Qualifying Rules, &amp; Claiming Without a Qualifying Child
Publication 596, Earned Income Credit (EIC)
EITC Income Limits, Maximum Credit Amounts, And Tax Law UpdatesIRS ...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-298.html</guid>
										<title>How to Convert an e-File Return to a Paper Return</title>
										<link>//kb.erosupport.com/article-298.html</link>
                                        <description><![CDATA[Converting an e-File Return

To start, open the return.
Navigate to the attached Form 8879 on the left side of program.
Right click on the Federal Form 8879 and choose Remove form.



Select OK to remove the 8879ÃÂ .


The Paper File form should att...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-170.html</guid>
										<title>How to Carry The Taxable Amount From Form 1099-R to Line 7 of Form 1040 or 1040A</title>
										<link>//kb.erosupport.com/article-170.html</link>
                                        <description><![CDATA[Disability pensions reported on Form 1099-R is reported as wages on Line 7 of Form 1040 until the taxpayer reaches minimum retirement age. The minimum retirement age is generally the age at which the taxpayer can first receive a pension or annuity if...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-47.html</guid>
										<title>What is ACA -Affordable Care Act</title>
										<link>//kb.erosupport.com/article-47.html</link>
                                        <description><![CDATA[The Affordable Care ActThe Affordable Care Act &nbsp;provides Americans with better health security by putting in place comprehensive health insurance reforms that will:
expand coverage,
hold insurance companies accountable,
lower health care costs,
...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-365.html</guid>
										<title>(Form 4797) How to Enter The Sale of Business Property</title>
										<link>//kb.erosupport.com/article-365.html</link>
                                        <description><![CDATA[Form 4797 is required for Sale of Business Property. In the program, the asset can be sold through the Disposition of Asset worksheet or by entering information directly on Form 4797. If entering information directly on Form 4797, see IRS Form 4797...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-257.html</guid>
										<title>How to Enter Pension And IRA Rollovers</title>
										<link>//kb.erosupport.com/article-257.html</link>
                                        <description><![CDATA[Entering IRA and Pension Rollovers...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-43.html</guid>
										<title>How to Install State Packages</title>
										<link>//kb.erosupport.com/article-43.html</link>
                                        <description><![CDATA[Installing aÃÂ stateÃÂ package from within the program

Create or open a tax return.
Click Add Form.
Select the State Tab and use the drop-down menu to select from the Available StatesÃÂ section.
Select the form to be added by double clicking. In ...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-306.html</guid>
										<title>How to Pay a Balance Due on an Electronically-Filed Tax Return</title>
										<link>//kb.erosupport.com/article-306.html</link>
                                        <description><![CDATA[The Electronic Payment OptionÃÂ ...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-725.html</guid>
										<title>W2 has $0 Entry for SS Wages or Medicare Wages</title>
										<link>//kb.erosupport.com/article-725.html</link>
                                        <description><![CDATA[How to enter $0 for Social Security or Medicare Wages on the W2
&nbsp;The W2 will not allow for the direct entry of $0 input an "X" in the box set below to override the requirement of data input.
&nbsp;This will clear any verify error &amp; represent...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-141.html</guid>
										<title>How to Complete Form 1099-A, Acquisition or Abandonment of Secured Property</title>
										<link>//kb.erosupport.com/article-141.html</link>
                                        <description><![CDATA[Completing Form 1099-A
&nbsp;
Where the sale is reported on the tax return depends upon the nature of the property acquired by the lender.
&nbsp;a. If the property was a primary home, the sale is reported by completing the home sale worksheet.
&nbsp;...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-139.html</guid>
										<title>How to Report Form 1099-SA</title>
										<link>//kb.erosupport.com/article-139.html</link>
                                        <description><![CDATA[Form 1099-SA is used to report distributions from health savings accounts (HSA), Archer MSA accounts or Medicare Advantage MSA accounts. Distributions from health savings accounts (HSA) are the most common distribution type on Form 1099-SA.
&nbsp;
IM...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-163.html</guid>
										<title>How to Report Form 1098-MA</title>
										<link>//kb.erosupport.com/article-163.html</link>
                                        <description><![CDATA[Report Form 1098-A...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-58.html</guid>
										<title>What is an Enrolled Agent?</title>
										<link>//kb.erosupport.com/article-58.html</link>
                                        <description><![CDATA[Information About Enrolled Agents
1. What is an enrolled agent?
An Enrolled Agent, or "EA"&nbsp;for short,&nbsp;is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service. Enrolled Agents, like attorneys an...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-79.html</guid>
										<title>How to Add an External Document to The Document Archive in a Return</title>
										<link>//kb.erosupport.com/article-79.html</link>
                                        <description><![CDATA[How to Add an External Document to The Document Archive in a Return

From within the return DoubleÃÂ click onÃÂ Document ArchiveÃÂ in the forms browser.
In the "Archived DocumentsÃÂ Listing"ÃÂ window, click onÃÂ Import Document.
On the "Documen...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-26.html</guid>
										<title>Debt Income Cancellation on a Personal Home</title>
										<link>//kb.erosupport.com/article-26.html</link>
                                        <description><![CDATA[Debt Income Cancellation...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-377.html</guid>
										<title>How to Claim The Child Tax Credit For a Non-Custodial Parent</title>
										<link>//kb.erosupport.com/article-377.html</link>
                                        <description><![CDATA[Child Tax Credit for a non-custodial parent...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-50.html</guid>
										<title>Available states for 1040 &amp; Business Returns</title>
										<link>//kb.erosupport.com/article-50.html</link>
                                        <description><![CDATA[Up to date list of States released/accessible for 1040 &amp; Business returns:ÃÂ https://tax-kb.com/documents/StateProgramReleaseStatus.pdf
For Prior year programs verify the ERO is at the current version &amp; attempt to add the state.]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-835.html</guid>
										<title>Form 1040-ES Estimated Tax Form &amp; Payment Voucher</title>
										<link>//kb.erosupport.com/article-835.html</link>
                                        <description><![CDATA[ Use Form 1040-ES to figure and pay your estimated tax. This article provides steps on how to add 1040-ES and how to print the voucher....]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-383.html</guid>
										<title>Filing With an ITIN</title>
										<link>//kb.erosupport.com/article-383.html</link>
                                        <description><![CDATA[Notes on Individual Taxpayer Identification Number (ITIN)The IRS issues ITINs for Federal tax purposes which should be used for taxÃÂ reporting purposes ONLY.ÃÂ  ÃÂ  ÃÂ Regarding ITIN and Earned Income Tax Credit (EITC),ÃÂ if a primary taxpayer,...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-950.html</guid>
										<title>First-Time Homebuyer Credit Account Look-up (Form 5405)</title>
										<link>//kb.erosupport.com/article-950.html</link>
                                        <description><![CDATA[Use this article for questions related to the First-Time Homebuyer Credit.ÃÂ 
Use the following IRS Link to locate details on the Taxpayers Account:IRS First-Time Homebuyer Account Lookup
IRS Instructions for Form 5405:About Form 5405, Repayment of ...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-14.html</guid>
										<title>Statutory Income Entered in W-2 Does Not Appear on Schedule C</title>
										<link>//kb.erosupport.com/article-14.html</link>
                                        <description><![CDATA[Statutory Income Not Appearing
&nbsp;
If the statutory income does not appear on&nbsp;Schedule C, follow these steps:
1. Open the return experiencing the issue, and open the W-2 that contains the statutory income.
2. Verify that Option A of Box 13 in...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-362.html</guid>
										<title>How to Add a State Return to an Existing Federal Return</title>
										<link>//kb.erosupport.com/article-362.html</link>
                                        <description><![CDATA[Adding a state return

Open the appropriate tax return.
Click the Add FormÃÂ Button, or press CTRL+S on your keyboard.
On the StatesÃÂ Tab, click the state to add in the Available States list.
DoubleÃÂ click the state main form that isÃÂ wanted t...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-157.html</guid>
										<title>Incorrect Bank Information for Direct Deposit Refund</title>
										<link>//kb.erosupport.com/article-157.html</link>
                                        <description><![CDATA[Incorrect Bank Information
&nbsp;
If a refund has incorrect bank information, such as account # or bank routing #, and the IRS has ACKNOWLEDGED&nbsp;that Direct Deposit return, responsive&nbsp;action will be taken in the re-routing of the funds as in...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-364.html</guid>
										<title>How to Add an Asset to a Tax Return</title>
										<link>//kb.erosupport.com/article-364.html</link>
                                        <description><![CDATA[This article will walk through the process of adding an asset through the asset manager within the program.Assets can be linked to the following Schedules C, E, &amp; F. Those schedules should be added to the return before adding assets.ÃÂ Multiple...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-286.html</guid>
										<title>How to  E-File State Only</title>
										<link>//kb.erosupport.com/article-286.html</link>
                                        <description><![CDATA[E-Filing a State Form
&nbsp;
Refer to the following steps provided to e-File only a State form:
1. Open the return on which to send only the State portion via e-File.
2. Queue the return.

&nbsp;
3. This will open the "Queue Return for Transmission" ...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-369.html</guid>
										<title>Entering Form 1095-A Information Into a Return</title>
										<link>//kb.erosupport.com/article-369.html</link>
                                        <description><![CDATA[Entering Form 1095-A Information...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-49.html</guid>
										<title>Affordable Care Act  (ACA)</title>
										<link>//kb.erosupport.com/article-49.html</link>
                                        <description><![CDATA[&nbsp; &nbsp;The Patient Protection and Affordable Care Act (Affordable Care Act) adds many protections related to employment-based group health plans for you and your family.&nbsp; These include extending dependent coverage up to age 26; prohibiting...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-46.html</guid>
										<title>What is The Child Tax Credit?</title>
										<link>//kb.erosupport.com/article-46.html</link>
                                        <description><![CDATA[Child Tax Credit&nbsp;...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-949.html</guid>
										<title>How to Create And Electronically File Form 7004 (Business Extension)</title>
										<link>//kb.erosupport.com/article-949.html</link>
                                        <description><![CDATA[The business extension Form 7004 requires some minimal entries for transmission.

EIN
Business Name
Officer/Partner Name
Address Information




ClickÃÂ Add FormÃÂ button.ÃÂ In theÃÂ All Forms &amp; WorksheetsÃÂ list, locateÃÂ Form 7004ÃÂ and ...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-360.html</guid>
										<title>How to Report Schedule E Rental Income For a Portion of a Primary Residence</title>
										<link>//kb.erosupport.com/article-360.html</link>
                                        <description><![CDATA[Schedule E ÃÂ rental Income for a portion of a primary home
1. Click Add Form,ÃÂ then click SCH E PG 1 to add a Schedule E to the tax return.
2. Double click the SCH E COL form to use for this rental under PROFORMA FORMS on the Attached Forms list....]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-57.html</guid>
										<title>Form 8829 - Business Use of Your Home</title>
										<link>//kb.erosupport.com/article-57.html</link>
                                        <description><![CDATA[FORM 8829 InformationUse Form 8829 to figure the allowable expenses for business&nbsp;use of your home on Schedule C (Form 1040) and any carryover&nbsp;to 2015 of amounts not deductible in 2014.&nbsp;You must meet specific requirements to deduct...]]></description>

									</item>
<div class="row pt-3">
										<div class="col-md-8"><nav aria-label="Page Navigation">			
						<ul class="pagination">
							<li class="page-item active"><a class="page-link">1</a></li><li class="page-item"><a href="//kb.erosupport.com/category-42.html?page=2" class="page-link">2</a></li><li class="page-item"><a title="Next Page" href="//kb.erosupport.com/category-42.html?page=2" class="page-link">Next</a></li
						</ul>
					</nav></div>
										<div class="col-md-4 float-right paging-desc d-xs-none d-sm-none d-md-block">Results <strong>1</strong> - <strong>50</strong> of <strong>97</strong></div>
									 </div>
</channel>

</rss>