Deductions & credits

@vap1   @UserSince2005 

 

Windows or MAC??

 

I know that for the Windows software, that transferring in a file from last year...if that file had any Supporting Details (SD) worksheets in it, those SD sheets would block access to certain areas.

 

Not sure about the Medical Expenses area, but if entering Social Security benefits on a SSA-1099, the step-by-step doesn't allow you into it if there was an SD worksheet used in it last year  (at least for the box 5 $$ amount..not sure about the others), except by entering data directly on the SS Benefits worksheet in Forms Mode.

 

.....even after all these updates for everything else,  it STILL isn't fixed  (and I just tried it again with a re-transfer from a test 2023 file).   So, apparently TTX is ignoring the issue while fixing all the other chaotic changes they made for 2024....BAH!!!

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*