hansrx7
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Software Bug in TurboTax 2023 Premier : 1099-R IRA State Tax Withheld

There is a critical software bug in TurboTax 2023 Premier (Windows edition) related to the 1099-R IRA form and the state tax withheld. Specifically, the software is not including the state tax paid entry from the 1099-R IRA form in the total state tax calculations.

Steps to Reproduce:

  1. Open TurboTax 2023 Premier (Windows edition).
  2. Navigate to the section for entering 1099-R forms.
  3. Enter all relevant details, including the amount of state tax withheld.
  4. Complete the form and proceed to the state tax calculation summary.

Expected Behavior: The state tax withheld as entered in the 1099-R IRA form should be included in the total state tax calculations.

Actual Behavior: The software ignores the state tax withheld entry from the 1099-R IRA form, and it is not reflected in the total state tax calculations.

Impact: This bug causes incorrect state tax calculations, which can lead to underpayment or overpayment of state taxes. This is a serious issue that needs immediate attention.

Additional Information:

  • TurboTax version: 2023 Premier (Windows edition)
  • Operating System: Windows 11
  • Any recent updates installed: Yes (all of them)
  • Any error messages displayed: None

Please address and fix this error as soon as possible. Thank you.