Thank you for responding.
I am extremely reluctant to provide my tax file as described in your feedback. One reason is that I have no way of knowing what is being transmitted to Intuit if I upload the file. While it may be scrubbed of person information I do not have a way of verifying that. A second reason is that if I provide the “token” to the reply to my message then that clearly links my account to the case or file I upload. Since my login here is through my Intuit login (with my email address) that token is linked to me. I don’t consider that anonymous at all.
My post makes clear exactly where there is an error. Specifically it describes that the California Form 5808, Part II, Line 5 number is determined by a calculation based on the correct data shown to me on Line 2 of the “California Carryover Worksheet for 2025”. While I have no doubt that having my data file would make it easier to debug this issue, I would expect that my clear description in my original post should allow examination of how the field on California Form 5808, Part II, Line 5 is programmed to work.
Happily, TurboTax offered me the option to have the state of California calculate any penalty rather than file my taxes with the incorrect penalty information computed by TurboTax. Unless this bug in TurboTax is corrected prior to the time I file my taxes that is what I plan to do.
That this issue exists brings up 3 thoughts:
How many other errors is TurboTax making in my tax computations?
How many Californians will file with incorrect penalties being assessed?
I’ve used TurboTax now for a very long time but this makes me question whether I will choose to do so next year.
Thank you again for taking the time to respond. I hope that TurboTax can address investigate and address this error so that others do not encounter it.
