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Level 2
posted Mar 2, 2024 3:18:36 PM

2023 Premier TurboTax Tools | Summary | Effective Tax Rate and Tax Bracket errors

At near the completion of 2023 tax return with Premier TurboTax, I am still not able to see correct Effective Tax Rate from "Tools | Tax History | Detail" screen. It shows data of "Tax Bracket", not Effective Tax Rate for all years, including 2023. Similar errors show in "Tools | Tax History | Summary" screens.

 

0 2 397
2 Replies
Expert Alumni
Mar 3, 2024 1:45:58 PM

Yes, you won't see complete data until you are done and reviewed. 

Level 2
Mar 6, 2024 10:07:30 AM

Thanks for reply. I am at the final screen (i.e., "How do you want your $$ federal refund?") of filing process, but still cannot see these data. There is no error through REVIEW steps of Federal and State return preparations. If I am using these data to determine IRA contributions or other WHAT-IF scenarios, the late info is not helpful at all. Also, cannot see all prior-years data through the entire preparation? It is one of key users capabilities to review and revise a tax plan. Hoping it can be restored.