I used TT Premier on the Mac desktop. I owed taxes. Told TT to debit from my checking account on April 8th. Yes, I understand the IRS is behind and have not done this yet. Fine.
Page 1 of the PDF file generated by TT has a section for Balance Due/Refund. It has a similar summary cover page for my State Taxes which is correct (shows account/routing number, amount, date).
For Federal, it only shows:
Balance Due/ Refund
"Your federal tax return (Form 1040) shows a balance due of $. Mail your completed Form 1040-V with included payment made payable to the | United States Treasury by May 17, 2021. Make sure you sign your check and write your social security number and "Form 1040-V" on the check."
That is an exact copy of the text. "$." And my return has no 1040-V. Now, if the IRS had already taken the money from my account I wouldn't sweat this and be fine. Since the IRS has broken systems, I am concerned about this TT bug. See, if the IRS comes to me and says "you filed but didn't pay on time" I have no paperwork to show otherwise. I have TT telling me I owe "$.' and to send a 1040-V that TT never generated. I'd really like for my PDF file (which I keep for my records) to print correctly -- even the summary page. My actual tax forms look correct.
In my own I discovered the "Federal Information Worksheet" form that does show to debit my account and shows the amount and account number; this doesn't save when you save to PDF; (generates a nice indexed PDF). Instead I have to print to PDF which is less desirable.
Called tech support. 4 separate agents, two who contacted "agent support" (who suggested I switch PDF readers). Yeah that was pointless.
So posting this here in case others hit this or in case somebody in authority at TT can take a look at it.
Net: I owe money. I filed online and told TT to debit my bank account. The filing instructions (page 1 of PDF) for Federal on Mac shows completely wrong info.
@Ramias wrote:
I used TT Premier on the Mac desktop. I owed taxes. Told TT to debit from my checking account on April 8th. Yes, I understand the IRS is behind and have not done this yet. Fine.
Page 1 of the PDF file generated by TT has a section for Balance Due/Refund. It has a similar summary cover page for my State Taxes which is correct (shows account/routing number, amount, date).
For Federal, it only shows:
Balance Due/ Refund
"Your federal tax return (Form 1040) shows a balance due of $. Mail your completed Form 1040-V with included payment made payable to the | United States Treasury by May 17, 2021. Make sure you sign your check and write your social security number and "Form 1040-V" on the check."
That is an exact copy of the text. "$." And my return has no 1040-V. Now, if the IRS had already taken the money from my account I wouldn't sweat this and be fine. Since the IRS has broken systems, I am concerned about this TT bug. See, if the IRS comes to me and says "you filed but didn't pay on time" I have no paperwork to show otherwise. I have TT telling me I owe "$.' and to send a 1040-V that TT never generated. I'd really like for my PDF file (which I keep for my records) to print correctly -- even the summary page. My actual tax forms look correct.
Called tech support. 4 separate agents, two who contacted "agent support" (who suggested I switch PDF readers). Yeah that was pointless.
So posting this here in case others hit this or in case somebody in authority at TT can take a look at it.
Net: I owe money. I filed online and told TT to debit my bank account. The filing instructions (page 1 of PDF) for Federal on Mac shows completely wrong info.
The instruction only applies if you are paying by check and mailing. {Printing the return assumes mailing.)
I've used TT for two decades and e-filed every time.
I can go back year after year and the printed, archived PDF always has the correct instructions showing the summary and the efile info with account numbers and proper amounts; the state e-file page halfway through my PDF (Saved for my records) shows the correct info.
@Ramias wrote:
I've used TT for two decades and e-filed every time.
I can go back year after year and the printed, archived PDF always has the correct instructions showing the summary and the efile info with account numbers and proper amounts; the state e-file page halfway through my PDF (Saved for my records) shows the correct info.
If you save to PDF prior to e-fileing it will show the "File by mail" instructions, if after e-fileing and accepted, then it will show the e-file instructions.
I e-filed two weeks ago. State took its money. Both federal and state were accepted.
I print the PDF today and the page is labeled e-file instructions and shows the “$.” and 1040-V info.
Save to PDF. It generates the indexed PDF.
file print has the same wrong page.
This is from the PDF after doing File/Save to PDF or File Print (and saving the print output as PDF). Keep in mind, I've already filed and told it to debit electronically. There's no 1040-V generated by TurboTax in my PDF file. This is from page 1 of my tax returns.