aap0812
New Member

Get your taxes done using TurboTax

I understand it is not in just one place. I also don't need the Schedule SB for retirement reasons either. I was using the desktop and I wasn't given an option to switch to forms mode or input manually to make the proper adjustments that belong on my schedule SB to then transpose onto my state tax return. I tried! I knew there was a way to edit in forms because I was able to last year filing my 2023s. I even called Turbo Tax help desk and they were unable to get me to it. In order for me to get what I needed I basically had to select the Wisconsin Income Tax Adjustment option, type in the description exactly what it was and the amount. It won't end up on the correct line of my return but it does calculate my taxes exactly how it should have. Bottom line: this shouldn't be that complicated. I understand taxes are complex and confusing to most. But there needs to be more user friendly clicks for us (the user) to apply specific tax situations if Turbo Tax isn't going to prompt for it. There are some unique tax situations out there and mine is one of them. Maybe it was just a glitch for me?!