Retirement tax questions

@SocMO Thank you for that detailed table.  

What this appears to be is that the program entered $3524 of stimulus payments as a Credit based on your 2020 federal tax return entries before you actually entered the stimulus payments received.  The credit reduced your taxes owed to $3219. 

When you entered the amount of stimulus payments received the program correctly removed the credit to the credit you should receive $52.  So your taxes owed should be $6691.

 

You will need to contact TurboTax support and get a verification from them for why the credit was originally entered on the Form 1040 Line 30 before you got to that section of the program to enter the amounts actually received.

I am also going to forward this post to the TurboTax Moderators of this forum so they can get a reading on whether the program is working as designed or if there is something that should be investigated further.

Again, thank you for your feedback, it is much appreciated.

 

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