I made two test samples of federal returns. Both identical, that of a single tax filer, with the same information in both returns, except as follows:
In sample A, where it asks in the personal worksheet: Can another tax payer claim you as a dependent? In the my case, the answer is No. However, if I mark No, the amount I get back from my federal return is $13.00
In sample B, if I leave the yes or no boxes empty as to dependency, it creates an error in my federal return, but the amount I get back from federal changes from $13.00 to $1513. I followed the path of the increase of $1,500 and it leads to Schedule 2 (Additional taxes), which is then linked to form 8962 (Premium Tax Credit) and is the amount I owed for the health plan by Covered California's advanced premiums payments.
For unknown reasons, Turbo Tax is linking the yes or no answer on dependency to the Covered California premium advances paid to me. That now seems to be the issue.
I have reviewed all personal questions asked of me numerous times, from beginning to end, and in all cases, I answered that I was not, nor could I be a dependent of anyone else (I am 30 years of age and single). So that is not an issue.
This seems to me to be a problem with Turbo Tax. The bottom line is that the amount I get back from federal should not depend or whether I am a dependent or not. Would I be able to electronically file my return with an error on the personal worksheet; I would rather get back $1513 than $13. Thanks.
