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Returning Member
posted May 17, 2021 6:50:25 PM

Why Inventory amount changed the Income & Adjustments amounts in the summary?

In the return with my business, I have a beginning Inventory that was carried over from previous year.  Then when I put in an ending Inventory (which is a higher amount than the beginning Inventory because we have purchased and accumulated more inventory in the year), the Income & Adjustments amount in the tax summary increased by the difference of the inventory?  The inventory is not a sales receipts amount so why would it be added to my income?

Could you explain?

Thanks,

0 4 1284
4 Replies
Returning Member
May 20, 2021 11:44:30 PM

Maybe if I put some numbers in that someone could explain to me why my income increased when I put in an ending inventory...

 

Begin inventory = 35000

Ending inventory = 51000

Sales receipt = 5000

Cost of goods sold = 3000

 

Before I put in the Ending inventory amount of 51000, my Income & Adjustment = 110,000

After I put in an Ending inventory amount of 51000 and Sales Receipt of 5000, my Income & Adjustment = 111,600.  Should my Income & Adjustment be either 115,000 or 112,000?

Level 15
May 21, 2021 8:04:14 AM

Not enough information to work with. But here's what I can tell based on the limited data provided.

-You started the year with $35,000 of enventory

- During the year you purchased an additional $19,000 of inventory bringing the total for the year to $54,000

- During the year you sold $3,000 of inventory leaving you with an EOY balance of $51,000

Not sure what "sales receipts" is here for, as that's not anything you're queried for in the Inventory/GOGS section of the program. But assuming it represents your total sales for the entire tax year, after subtracting your cost of goods sold, you have a $2,000 profit.

Not sure on that, since I can't be sure what the 6-digit 1,xx,xxx numbers represent. Gross income from all sources? (not just business) Gross business income? Net business income? Net profit? Net taxable profit before or after a 20% QBI deduction? I'm guessing here.

Returning Member
Jun 15, 2021 12:13:04 AM

Sorry been away for a bit.  hopefully I can clarify my statements as I may have given wrong numbers:

I did my taxes first without putting in the numbers for my retail sales business...

My AGI was around $110,000 and so Turbo tax had me owing $1,400 in Fed Tax.

I added the following information for my business:

Begin inventory = $35,000

Ending inventory = $51,000

Gross Sales (Income) = $5,000

Cost of goods sold = $3,000

I have minimal expenses this year for the business so I didn't take any deduction for it.

 

So as you mentioned, the Ending Inventory include $19,000 worth of products purchased in 2020

When I input the able inventory info, somehow it brought my AGI to $129,000 and now the Fed Tax I owe is around $6,200 which is an additional $4,800 in Fed Tax.

Should my AGI be $112,000?

 

Hopefully that will help to get an answer.

Thanks,

Level 13
Jun 15, 2021 7:24:30 AM

I believe something has been input incorrectly.

While it may be a coincidence, based on your facts, your initial AGI of $110,000 compared to the AGI with your Sch C information of $129,000, this difference, is the same as your current year purchases of $19,000.

Based on your facts, I agree that your AGI should be the $112,000 (sales of $5,000 less CGS of $3,000 = $2,000).

I recommend eliminating all the information you have input for your Sch C and begin again going through the Q&A step by step.  While the difference of $19,000 may just be a coincidence, I'm not sure that is the case here.