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Foreign Form Download Error

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If you are having issues downloading Foreign Forms such as Form 926 or Form 8865, please review the following potential solutions:

Instance Settings

Make sure your instance settings are updated. At a minimum, you should enter the Filer EIN and Name fields.

Here are the steps to locate this form:

  • Click Instance Settings on the left navigation bar
  • Open the GENERAL section
  • Enter the Filer EIN and Name
  • Click to the Foreign Forms page on the left navigation bar and try your download again

Whitespace

Make sure there are no leading or trailing "spaces" in your data entry. In the example below, there is a trailing space after the last name. This usually happens when you copy/paste from other source files and causes issues across the platform related to downloads.

Special Characters

We recommend you limit or avoid special characters where possible. This includes () , - / # and other unnecessary characters

 

 

Circular 230 Disclosure

To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this software (including any reports or downloads) is not intended or written to be used and cannot be used for the purposes of (i) avoiding penalties under the Internal Revenue Code or (ii) supporting, promoting, marketing or recommending to another party any transaction or matter addressed herein. This software is for informational purposes only and should not be regarded as tax advice. Please consult your tax advisor or attorney for guidance on your individual tax situation.

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