I tried to use TT Premier 2021 to do my taxes but hit too many roadblocks and ended up paying my accountant to complete them. Now that they are done, I have the completed returns and I'm comparing my failed effort in TT to the return they created.
The only difference between what I created in TT and their return is the entry on 1040 Schedule 1 line 17 - "Self Employed Health Insurance Deduction". TT produced a figure of '$2,499' and my accountant filled in a figure of '$2,034'. Digging deeper into their return, I see that Sch 1 line 17 entry is derived from Form 8962 Worksheet W (and X), and then ultimately 'Step 3 Worksheet' and 'Step 5 Worksheet'. The last line of 'Step 5 Worksheet' - line 7 - says 'Enter the smaller of ... Include on line 17 of Schedule 1 (Form 1040). " So that's where the figure of $2,034 is coming from.
Looking at TT, in 'Forms' view, I can see Form 8962, But it ends with 'Part V', and has no trace of any Worksheets at all.
On my 'professional' return, Worksheet W immediately follows Form 8962 and 'appears' to be called Form 8962 Worksheet W (in the navigation pane) but the 'page' itself just says "Worksheet W" with a description of " Figuring the Limit on the Self-Employed Health Insurance Deduction for Specified Premiums". Edit To Add: Further searching suggests 'Worksheet W' is part of 'Publication 974'.
So is there no way to find this 'worksheet W' in Turbo Tax Premier?
