I purchased the H&R Block tax software at the end of last year, before I knew that it didn't include form 8911. I talked with H&R Block support and they said that I had 2 options: 1) electronically submit my taxes using their software now (without form 8911) and file an amended return later OR 2) use their software to figure out my taxes, manually fill out Form 8911 and then alter the 1040 and Schedule 3 forms and mail them in.
No matter what, I need to fill out the 8911 form and I'm hoping that you can help me with a couple of questions:
No matter what, I need to fill out the 8911 form and I'm hoping that you can help me with a couple of questions:
- The 8911 instructions for line 15b seem to say that for 2019, you add 1040 line 13a and Schedule 3 lines 2-6, which is cyclical, since I'm filling out form 8911 in order to find the amount to enter on Schedule 3 line 6 (which they tell me to include). So what should I do here???
- After answering the previous question, I will be able to fill out form 8911 and then I need to put the final value onto Schedule 3 line 6. Since I have 2 forms 8936 and 8911 that are not listed, do I just place an X in Line 6 Box C and then list both forms separated by a comma (i.e. "8936, 8911") and a total of the 2 forms in the box at the end?