Thanks for your reply. We have resolved the problem as stated below.
The Schedule A, Line 4 Smart Worksheet already contained the correct School and EMS Surtax when this error was reported. The Turbo Tax 2020 program correctly extracted the value of this surtax from my 2019 return (which was created by Turbo Tax 2019). However, this value was not copied onto Iowa Schedule A Line 4 as it should have been, and Schedule A Line 4 box 4 a was not checked either.
Digging into this, we realized that our forth quarter 2020 estimated tax payment was shown as having been paid in January 2021, when it was actually paid December 23, 2020 - which was odd because we believe we entered the correct dates when the estimated quarterly tax payments were first recorded in Turbo Tax. Did a Turbo Tax update wipe out our data (because our dates had been changed to the latest possible date to make an on time payment)? When this date was corrected to December 23, 2020 (at which point, all four quarterly payments were shown as being paid in 2020), then the reported problem was resolved.
Just for reference, I always keep TurboTax up to date. I use the CD version of Turbo Tax Deluxe and accept the updates each time I run the program. We have always itemized deductions and filed married separately on a combined form for Iowa taxes.
