I have found more bugs that seem to be related to how the Step-by-Step is synchronized with the forms:
- I had several 1099-INT's where the amount showed up in the step-by-step but the forms to support those numbers were completely missing. Somehow the original 1099-INT forms had been lost but the totals from those forms were still showing up in the step-by-step. When I re-created the 1099-INT forms, I now had duplicate entries in the step-by-step, even though there was only one set of forms. I had to fix that by removing the entries from the step-by-step that were not connected to forms.
- I had several 1099-R's that I had entered directly on the forms that showed up correctly on the 1040, My wife then went through the step-by-step to cross-check the information and as she was doing that in the step-by-step, something got screwed-up that the step-by-step information is correct but it is not consistent with what's on the forms and the forms are not showing up in the right place on the 1040.
- I have one pension plan payment that is not showing up in the right place on the 1040
- I have one IRA distribution that is now showing up as a pension distribution, and
- The totals of both IRA distributions and pension distributions on the 1040 don't match what is in the step-by-step
This is a serious bug that needs to be fixed. And please don't tell me that I shouldn't be entering data in the forms; that I should be doing all data entry in the step-by-step. That's ridiculous for two reasons:
- The forms have to be complete and accurate because that is what is submitted to the IRS.
- If you import the 1099 data directly from a financial institution, it always goes directly into the form, and you have to validate it through the step-by-step process.
The capability to reconcile form data against the step-by-step process is an important and essential part of TurboTax that seems to be seriously broken and this needs immediate attention.
If there is a better way to report this bug other than here in this community forum, please let me know.
