No. It does not work that way. Actually, the suggested override by direct input via the "Other Taxes" screen was done. Once entered in the Other Taxes line for W-2, the program generates the message shown in full below. Clearly, there is a glitch in the TT program. It doesn't allow use of the Other Taxes per this TT error message. Moreover, I also tried to break the total into two portions....one reported in W-2 form and the remainder in Other Taxes form; this does not work. TT simply does not allow use of the Other Taxes form for reporting withheld income.
After requesting a refund through the TT system, and not seeing one come through my credit card, I spent 45 minutes on the phone with a TT rep to get a state tax filing refund. She could see the situation but the system would not allow her to initiate a refund. It would only allow her to initiate a receipt. She suggested waiting another 24 hours and then calling TT again. I waited. Nothing. I will call one more time. After that, I will submit screen shots to my credit card company and they will reject the charge by TT.
"We Won't Be Able to E-file Your Return"
Reason for e-file ineligibility:
When efiling, there can only be state withholding on W-2, W-2G, 1099-R, 1099-G, 1099-MISC, 1099-INT, 1099-DIV and 1099-OID. Please review your Tax Payments Worksheet.
Turbo Tax does not support this information to be filed electronically.
The good news is you can still print your Illinois return and file it by mail.
