BillM223
Expert Alumni

Retirement tax questions

The first thing I noted about your return is that you are filing married separate (MFS) whereas my answer was for married filing joint or single (MFJ or S).

 

TurboTax is not handling MFS the same way it is handling S, so let me give you a workaround. Like most workarounds, it has its issues, but my goal is to get the right numbers on the Arizona 140.

 

1. Go back into the Arizona interview in TurboTax.

2. Navigate to the screen that shows "Tuition Contributions Summary"

3. As I see it, there are three entries in this table, one with 1,219 and the other to with zero contributions.

4. Delete the two entries with zero contributions.

5. Edit the other entry (with the 1,219).

6. Change the 1,219 to 2,442. 

7. At the bottom of the Summary screen, click Done.

8. The next screen should be "Maximum Credit". This will tell you that there is $611 on your form 323 and $607 on your Form 348.

 

I tried to get to the max of $608 for form 348, but because of the arithmetic, I can't get it any higher than $607.

 

At least I got you within $1 of your actual credit. If you have the CD/download software, feel free to play with this. If you find a way to get the $608, let us know.

 

Some of the entries on your forms may seem a bit odd, so you may (I stress may) get a letter from the AZ DOR asking about this. Just reply the truth, that you had to enter it this way to get the software to do what you wanted.

 

@joellohr

 

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