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Get your taxes done using TurboTax
Thank you for your prompt reply and advice. To be clear, I am using the downloaded Turbo Tax Premier on a Windows 10 PC. The module name and version number are shown below:
My filing status is Married Filing Jointly. Turbo Tax says that the standard deduction is best for me. I made $5050 cash donations to charities last year, and I want my $600 CARES Act deduction :-). As an exercise, I followed your directions and deleted the charitable deduction entry. My return passed Smart Check and my Federal tax bill increased by $62, as expected.
Then I went back and reentered my charitable deduction, to see if I could repeat the problem I had experienced. When I reviewed my federal return, Smart Check said all was well, per the screen shot below. Note the Federal refund amount.
Next I went over to the final review phase. Here's a screen shot at the point where analysis was complete and I'm about to review the results:
Here's the results window. Note that the Federal refund number changed to $103:
When I hit the Continue button, I get to the problem I described in my first post:
Here is where it gets weird. I go back to the Federal Review section, and run the Federal Review. Here's what I see when I am about to start. Note the Federal refund number:
Here's that I see when I hit the Continue button and Turbo Tax takes me to the next window. The Federal refund number changes as I watch! I can verify in my 1040 form that the CARES Act deduction number changed from $300 to $600. (I have redacted my income numbers here.)
Now Turbo Tax is ready to check my Federal Return:
And I am back where I started:
I can repeat these steps at will, and get the same results every time. The final check introduces an error, and the Federal check fixes it. Every time.
I strongly suggest that indicates a defect in the version of Turbo Tax that I am running. Someone from the Intuit development team should investigate this defect.