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TurboTax Premier 2024 software anomalies: Retirement Plans and Social Security, and importing prior year info
I had a couple of anomalies pop up w/ the 2024 TurboTax Premium.
1) After importing my 2023 filing, I had to correct the amount of state return I received; about $270 ==> $69
I tried "reimporting" and got the same result
2) Oddly, in the Retirement Plans and Social Security / IRA, 401(k), Pension Plan..... section, it showed a value of $10,300 for 2023. We did NOT have any activity for this part, in 2023!!?? Immediately afterwards, I went into different section of TurboTax ("one "step/click away"), and then selected the "Back" button. The $10,300 I mentioned previously, was no longer present. Consequently, we reviewed all the forms and worksheets, to ensure TurboTax correctly calculated our taxes. BTW, we had just checked for updates, so that was not the issue.