- Medical Expense: TurboTax asked me for the medical expense info after I had entered all the income and deductions info. It was the check for Missing Deductions phase. It even provided an oddly specific value of expenses such as $4123. That clearly implies any amount over this would be deductible.
- Company info to the IRS: The complete PDF of the 1040 return does not list anything more than the company name. So, I dispute your statement that more info than that is transmitted. How would you know that?
- 1099-NEC: https://www.irs.gov/pub/irs-pdf/i1099mec.pdf states on page 10 for Box 1 instructions that a 1099-NEC must be filed when paying more than $600 to a contractor. So specifically, in my case, No 1099-NEC was filed, so there is No EIN to enter.
- Phone Number: from page 64 of 1040 Instructions (Cat. No. 24811V):
“You have the option of entering your phone number and email address in the spaces provided. There will be no effect on the processing of your return if you choose not to enter this information.”
Therefore, a phone number is not required. Additionally, plenty of people do not have phones. I have considered cancelling my useless and overly expensive phone and just get a cellular data plan. TurboTax is Stupid to demand it since tax fraud is rampant. The last thing anyone needs is a hint that the IRS might really call.
- W2 Box 12a input: How about TurboTax not randomly generating a code for a user input. I put in exactly what the box said. TurboTax choose to corrupt the data instead of noting it did not understand. In addition, TurboTax does not note that only a single character can be inputted for the Box. Several of my 1099s have multiple codes in the box.
- State Tax Form: There is no reason that TurboTax has to have a different user interface just because the state form specifics differ. I do wonder how you possibly could find the flag for applying the refund to next year quickly. BTW, I specifically stated I was trying to turn off the flag. A search within TurboTax’s help did not return anything useful. The forum returned a few cases of people providing incorrect methods to change the flag. Of course, possibly correct procedures changed between states, meaning even the title of the location (path) changed.
