1040 - US ELF: Error Code F8863-022

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

Error Code F8863-022:  If Form 8863, Line 1 'TentativeAmerOppCreditAmt' has a non-zero value, then it must not exceed the sum of all Line 30 'AmerOppCreditNetCalcExpnssAmt'.

When receiving this rejection, you'll want to verify there are no overrides within the return by pressing CTRL+D to access the Federal diagnostics window.  If there's an Overrides tab, you'll want to remove any overrides associated with Form 8863.  To remove an override, To remove override data from a field and revert to the program-calculated data, click the field containing the override data, choose Edit > Overrides, then select Delete Override.

If an override was removed from Form 8863, and each Line 30 sums to the amount carried to Line 1, you can recreate and resubmit the electronic file.

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