All Posts

There is a significant logic bug in the California state module regarding penalty calculations. The software bypassed the state interview entirely, jumping from 'Let’s do state' to 'Done with state' in one click. Despite this, it auto-generated a penalty on the summary sheet that I only discovered by switching to 'Forms View.' Most importantly, simply running through the interview—without changing a single value or response—caused the penalty to vanish. This indicates that the software is defaulting to a penalty state in the background and failing to trigger the necessary 'Health Coverage' or 'Underpayment' validation logic until the interview is manually forced. Relying on the user to find an 'Edit' button is not a substitute for a functional step-by-step interview flow

I understand that the interview needs to be completed for accuracy, but the software didn't allow me to do that. It skipped directly from the start to the end of the state section without asking any questions. Here is the proof of the bug: TurboTax silently added a penalty to my CA return without any warning or 'Step-by-Step' notification. I only found it by checking the final summary/form view. When I manually went back and clicked through the questions (without changing any data), the penalty disappeared. The software is clearly calculating penalties erroneously before the user even has a chance to provide state-specific info. This isn't a user error; it’s a failure in the program's sequencing

She will have to get a copy of the 1095-A form from her parents to include on your joint tax return. Your spouse and her parents will have to enter Form 1095-A on both tax returns. TurboTax will ask you questions about if the policy was shared with someone and how to allocate the costs and credit.    The percentages that you should enter for your premium, your SLCSP, and your advance payment should be an amount that your spouse and her parents agree on. It could be 50/50/50 for your premium/ your SLCSP/your advance  or another amount. Make sure they are in agreement and that the percentages on all tax returns add up to 100% together.   TurboTax will calculate the information that should be on your return based on your answers.   Refer to the TurboTax article Where do I enter my 1095-A? for navigation instructions.   TurboTax will automatically fill out Form 8962 once you enter your Form 1095-A if your spouse's parents received advance payments of the Premium Tax Credit. For more information, refer to the TurboTax articles: What is the Premium Tax Credit? and When should I include Form 8962 with my tax return?  

You can preview your return to check if you received the Earned Income Credit (EIC).  It will appear on line 27 of your Form 1040. You can preview your 1040 by following the steps below:   From Tax Home, select Continue or Start to enter your return. Select Tax Tools from the menu, then Tools. Select View Tax Summary. Select Preview my 1040 from the left menu. Refer to the TurboTax article How do I check in TurboTax to see if I claimed the EITC for more information.