Message Font: Serif | Sans-Serif
No. of Recommendations: 0
Using IRS Free Fillable Forms. Whether the problem lies in that software or the IRS software that screens what they submit electronically is the only issue.

On further examination it definitely is a 'not ready for prime time' problem. Line 2(h) of Form 8949 is calulated by the software. The total gain or loss is then automatically entered into Line 9(h) of Schedule D. Box E is checked on both forms. So there is no way there could actually be a difference in the amounts on the forms.

In the case of the other issue, the entire refund area of the 1040 is free of any entries, including direct payment routing boxes. No need to put routing there. I owe tax and direct debit info goes on the electronic signature and transmittal form, not the 1040.

At least the software did most of the math and I can print out the return. I'm definitely going back to the future and filing by mail. Then I'm going south to get out of this cold and snow.

PS - IRS had both live chat and an email method of resolving these issues but I no longer see it any place. Maybe there are so many issues they've shut it down?
Print the post  


In accordance with IRS Circular 230, you cannot use the contents of any post on The Motley Fool's message boards to avoid tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.