My son, a full-time college student during the school year, received the same error 2 times when using the online version of TurboTax (once after the 3/20 update)
I want to make sure we are checking the correct boxes before we do this again.
In his case he had a summer job working a large number of hours, requiring him to file taxes for the 1st time
He has a form 1099-Div (invested money from small inheritance after death of grandparent) with cap gains over the minimum level in the calc sheet
He is still being claimed as a dependent on our (parents) taxes, which have been filed using TurboTax Deluxe and accepted by the IRS.
Question #1 He Did not have the pre TCJA box checked in his prior filings (Is that the reason for the error?)
Question #2 The online worksheet asked for information from our (parents) schedule D (which was not required - No box checked on Qualified Dividends and Capital Gain Tax Worksheet) and from form 4952 (which we do not have either). Note the first time the software asked for info from line 9b (which made no sense) - the second time it asked for info from line 3a (the qualified dividends and capital gain worksheet only has a line 3)
Before I have my son go through the process again to resubmit online, what should he do differently so that it is correct this time?
Note: I tried to call the IRS twice this week and could not even get into the queue to ask a question.
A frustrated parent
