nwnittany
New Member

Retirement tax questions

Same issue here.  The Tax History in TurboTax 2023 seems to have mostly inaccurate data.  I checked back with TurboTax 2022, and it seems to have accurate data.  

 

Examples of the inaccuracies in the TurboTax 2023 Tax History: 

- Taxable Income inaccurate for all years (2019-2023).  Off by more than 2x. 

- Effective Rate appears to indicate Marginal Rate (unlike prior years) 

- Refund/Taxes Owed appears to show a refund, despite taxes owned.   

 

Generally seems broken.