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Electronic Filing Instructions Incorrect (Mac Desktop Version)

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.

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7 Replies

Electronic Filing Instructions Incorrect (Mac Desktop Version)


@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.)

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

Electronic Filing Instructions Incorrect (Mac Desktop Version)

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.

Electronic Filing Instructions Incorrect (Mac Desktop Version)


@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.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

Electronic Filing Instructions Incorrect (Mac Desktop Version)

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.

Electronic Filing Instructions Incorrect (Mac Desktop Version)

How are you printing it?

 

Screen Shot 2021-04-20 at 9.31.05 PM.jpgScreen Shot 2021-04-20 at 9.32.18 PM.jpg

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

Electronic Filing Instructions Incorrect (Mac Desktop Version)

Save to PDF.  It generates the indexed PDF.

 

file print has the same wrong page.  

Electronic Filing Instructions Incorrect (Mac Desktop Version)

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.

 

Screen Shot 2021-04-21 at 9.25.55 AM.png

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