Thank you for sharing your experience here. I was able to replicate your situation in a test return. However, before submitting this for review by the development team, it is useful to have an actual customer tax file and to know what version of TurboTax you are using (Online, CD/downloaded; Deluxe, Premier, etc.).
If you would be willing to share a diagnostic copy of your tax file, it could be helpful. The diagnostic file will not contain personal identifiable information, only numbers related to your tax forms.
To do so, follow the instructions below and post the token number along with which version of TurboTax you are using in a follow-up thread.
Use these steps if you are using TurboTax Online:
- Sign in to your account and be sure you are in your tax return.
- Select Tax Tools in the menu to the left.
- Select Tools.
- Select Share my file with agent.
- A pop-up message will appear, select OK to send the sanitized diagnostic copy to us.
- Post the token number here.
If you are using a CD/downloaded version of TurboTax, use these steps:
- Select Online at the top of the screen.
- Select Send Tax File to Agent.
- Click OK.
- Post the token number here.
Even though the intention is to submit this information so that the issue can be addressed, there is no timeline for when that may happen. In order to file your return with the correct information, you can proceed after the Final Review step where you change the line 12a amount to 'blank'. Just be sure that you do not revisit any other section of your return before you file or the change may not be retained.
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