Deductions & credits

I am encountering this exact issue with TurboTax Online.

 

I was auditing the completed tax return forms from TurboTax Online for 2023 before e-filing, and I noticed that the values I entered in the CA state specific "Mortgage Interest Adjustment" flow were not being reflected on the CA Form 540.

 

Then I went and looked at my 2022 forms (also filed via TurboTax Online), and I saw the exact same issue had happened there as well, but I had missed it last year! I confirmed that this was working correctly in TurboTax Online for 2021 and prior years.

 

So this seems to be a serious logic regression in TurboTax Online that was introduced last year (TY2022) and remains unfixed as of today for TY2023. This bug in the software is causing me to lose more than $2,500 of itemized deductions for my CA state taxes that I am supposed to receive every year!

 

See screenshots below showing the correct values I have entered into the TurboTax UI, and the incorrect tax forms generated:

 

Screenshot 2024-03-24 at 11.08.08 PM.png

 

Screenshot 2024-03-24 at 11.21.59 PM.png