In order to file a return with Form 8888 in ProWeb, you first need to enable Form 8888 in your Office Configuration. To do this, from the Welcome Page of your ProWeb account select:
- Configuration
- Office Setup
- Under the Office Information section, click the check box next to Offer 8888.
Once you have your configuration set to offer Form 8888, you can then add Form 8888 to a return. This is added on the E-file page, not inside the return as with other forms.
From the Main Menu of the tax return (Form 1040) select:
- E-file
- Under the Return Details tab, select the return type E-File: Direct Deposit or Paper Return With Direct Deposit.
- Under the Bank Account tab, enter the information for each bank account the refund will be split into.
- Following the bank account entries, enter the amount, if any, that the taxpayer wishes to have paid by check.
- Finally, enter the amounts, if any, that the taxpayer wishes to use to purchase savings bonds. The amounts entered must be in increments of $50 with a maximum purchase amount of $5,000.
- Click Next and complete the e-file page as usual.
Caveats:
- Form 8888 can only be accessed when the return is marked for direct deposit.
- Form 8888 cannot be used if the taxpayer is using a bank product to facilitate their refund.
- Form 8888 can only be included with the original return, not with an amended return.
Should you need a list of returns that included Form 8888, the "Office Production Detail Report" in Web Reports in your Account Hub includes a filter for Form 8888.
Additional Information: