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03-20-2017 12:56 AM
I've looked till I can't look anymore so I'm asking her.
We've utilized Samaritan's Ministries as an exempted route of 'ministry sharing' of medical expenses.
I can't find any way to make the software package accept that exemption (Exemption Type D on the bottom of the form), and what is even more confusing, the H&R website walks through those options, and gives that as an initial option, but when going through the rest of the questionnaire that option is completely absent.
How do I choose to use Part III of form 8965 within the software?
03-21-2017 09:54 AM
Welcome to the H&R Block community.
In the online software in the "taxes" section you'll want to complete the steps below in order to claim exemption "D".
If you have the desktop software the procedure is similar but not exactly the same. You'll need to call support at 1-800-829-1040 for assistance with desktop.
If you have any trouble getting through this or if you have any other questions I'll be glad to help.
Senior Tax Advisor (Tampa, FL)
03-21-2017 09:23 PM
We don't have access to client accounts here in the Community so we can't always tell what specific issue is causing a problem for a client on their return. The purpose of the community to is to discuss general tax questions and direct clients to support resources when needed. As LouisH pointed out you may need to contact H&R Block client support for your specific question.
04-17-2017 07:45 PM
So, my 1040EZ completed on line, e-filed and accepted. Then, I realized that part III of the 8965 wasn't completed and part I section C says "pending". Like the author of this thread, I wasn't given an option to select the type of exemption, also D. Do I now need to send the properly completed form in or do I need to file an amended return with the correct 8965? Or, something else all together? My dad completed his taxes on line and was asked what type of exemption. This is frustrating.