Rule F8962‑070 is an IRS e‑file rejection code that means the return was rejected because the IRS has records showing the taxpayer had advance premium tax credit (APTC) from a Health Insurance Marketplace, but Form 8962 Premium Tax Credit was not included with the e‑filed return. A taxpayer would receive Form 1095-A if they or […]

You can check the status of a client’s e-filed return through the Professional Reports dashboard within your Practice Manager. Visit the Preparer’s e-Filing Center webpage for more information.

To authorize the IRS to discuss your return with someone else (for example, a relative or paid tax preparer), you must provide that person’s name, phone number, and PIN (any 5-digit number created by the designee). This information will be entered into the Q&A. Tax professionals should complete the Third Party Designee section on Form […]