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Electronic Filing Instructions Incorrect (Mac Desktop Version)
I used TT Premier on the Mac desktop. I owed taxes. Told TT to debit from my checking account on April 8th. Yes, I understand the IRS is behind and have not done this yet. Fine.
Page 1 of the PDF file generated by TT has a section for Balance Due/Refund. It has a similar summary cover page for my State Taxes which is correct (shows account/routing number, amount, date).
For Federal, it only shows:
Balance Due/ Refund
"Your federal tax return (Form 1040) shows a balance due of $. Mail your completed Form 1040-V with included payment made payable to the | United States Treasury by May 17, 2021. Make sure you sign your check and write your social security number and "Form 1040-V" on the check."
That is an exact copy of the text. "$." And my return has no 1040-V. Now, if the IRS had already taken the money from my account I wouldn't sweat this and be fine. Since the IRS has broken systems, I am concerned about this TT bug. See, if the IRS comes to me and says "you filed but didn't pay on time" I have no paperwork to show otherwise. I have TT telling me I owe "$.' and to send a 1040-V that TT never generated. I'd really like for my PDF file (which I keep for my records) to print correctly -- even the summary page. My actual tax forms look correct.
In my own I discovered the "Federal Information Worksheet" form that does show to debit my account and shows the amount and account number; this doesn't save when you save to PDF; (generates a nice indexed PDF). Instead I have to print to PDF which is less desirable.
Called tech support. 4 separate agents, two who contacted "agent support" (who suggested I switch PDF readers). Yeah that was pointless.
So posting this here in case others hit this or in case somebody in authority at TT can take a look at it.
Net: I owe money. I filed online and told TT to debit my bank account. The filing instructions (page 1 of PDF) for Federal on Mac shows completely wrong info.