AnnetteB6
Expert Alumni

Deductions & credits

The following screenshot from the TurboTax program shows how the numbers are defined with respect to which number represents which filing status:  

 

 

The IRS Instructions for Form 8936 do not specifically address line 5 and how it should be filled in.  

 

As long as the corresponding MAGI limits for the 2023 filing status are applied correctly in the subsequent sections of the form, then there is nothing for TurboTax to fix.  

 

If the limits are not being applied correctly based on the numeric entry to represent the filing status, then that would be a problem that would need to be addressed.

 

@monstera 

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