I recently completed my mother-in-law's 2020 return and found that she owed significantly more than in previous years. I was concerned that I had entered very much the same information last year for her 2019 return and was concerned about the significant difference. Hence, I re-loaded my 2019 TurboTax Deluxe software and re-did her taxes for last year identical to what I had previously done a year ago.
However, instead of receiving a refund as was the original submission in 2019, the re-do now reflects a significant payment due using exactly the same information I entered last year. As I reviewed the originally submitted 2019 1040-SR with the 1040-SR generated when I re-did her return on my 2019 software, I noted the main (SIGNIFICANT) difference to be items 4c and 4d. Here's the difference with nothing new or different added or deleted:
Item No. Original Amount Submitted Re-Calculate Amount
4c $52,537 $ 0
4d $ 7,537 $ 52,537
There is no way I could have made that large error using the same data and same software for both efforts today and one year ago. Were there 2019 TurboTax Deluxe software updates subsequent to submitting her return by mail that could have caused this variance? My mother-in-law is the widow of a retired military officer, and she and her husband had always used, and, in fact, worked for, H&R Block prior to his death in 2018. This variance will cause undue hardship for her. HELP!!
Don McMahon
[email address removed]
[phone number removed]
