Scenario 1: If the return was filed between 3/9/2017 7 AM and 3/10/2017 5 AM the return is on the list because SRP was not calculated in the return and if you had a 1095A in the return, the 8962 was not calculated in the return.
Scenario 2: If the return was filed after 3/10/2017 5 AM, the return calculated correctly and printed correctly for the taxpayer, however, SRP and/or excess APTC was excluded when the e-file was created. This sent the wrong refund/balance due to the IRS.
Review blog post on identifying the returns and running the Problem Returns Report
Review the return by doing the following:
(1) Locate the return in your returns list
(2) Select Tools
(3) Select Client List
(4) Look at the date when the return was electronically filed
Note: The above return falls into Scenario 2 because it was filed on 3/11
In this particular scenario, $977 was sent to the IRS in the e-file because it went through the e-file server that was not calculating ACA
In this particular scenario the difference is the $80 Excess APTC that was not included in the e-file
Blog posted 03/23/2017 6:34 AM