All Posts

Thanks for coming here to let us know of the update. I'd been waiting to hear before continuing with frustration. Now, it's all good - mine has gone through as of today. Thanks everyone for reporting and pushing TT to update the blip 🙂

Form 8915 is ready, so you can step through the 1099-R and follow-up questions in the interview again.  If you're using TurboTax Desktop, be sure your program is updated.  If using TurboTax Online, clear your Cache and Cookies first.   @Packadam 

When you log into your TurboTax Online account, you will see a bell icon in the top right corner. That is where you will find notifications, including emails from your tax expert.   In TurboTax Desktop, the notification bell is in the top right corner when you are in your tax return.

@MarilynG1    So you’re saying TurboTax will definitely refund me due to this, including state purchases? What about making up for lost early pricing discounts?    Online is not the best for me because due to Virginia law I need to prepare a separate mock MFS return for Non-Resident Virginia. Online doesn’t support multiple returns.  This still doesn’t excuse the lack of functionality in desktop that is not made anywhere clear at time of purchase, and lags behind other products.   Why does everyone at TurboTax refuse to answer the question - why is this functionality so lacking in desktop? And why isn’t it made clear and why is nobody addressing that disparity?   ”You’ll use what we feel like giving you” is not a great customer answer, especially when competing software seems to handle it. The approach you guys are taking is a bit lacking and comes off as dismissive. 

I've been using a mock return in TurboTax and have been working with several scenarios with varying amounts of Federal itemized deductions and the only time it switched to a standard deduction for Maryland was when it was more beneficial to do so.   While Federal deductions for state and local income taxes are allowed, they must be subtracted out of the Federal itemized deductions to arrive at the Maryland itemized deduction.  If your only Federal itemized deductions were state and local income taxes, this could be why you are getting the Maryland standard deduction on your return.   It would be really helpful if you followed the instructions for sending the diagnostic file (as outlined in AmyC's post, earlier), so that we can take a much closer look at your particular situation to see if we can figure out why you might be getting a Maryland standard deduction when itemizing Federal.

I did not enter it as a negative value in a 1099 yet I have a subtraction on Schedule 1, Line 8 of my Form 1040. I assume this is because I selected Code II for Box 12 of the W-2 form.  So based on what you're saying, if I keep the value in Box 1 of W2 and Box 12 then the negative value in the 1099 would have to be double (the total of Box 1 and 12), to prevent being inappropriately taxed.  I think that's also what the IRS website says below.    [If box 1 is not zero]..."report the box 1 amount on Form 1040 line 1a, and the box 12 Code II amount on Form 1040 line 1d. Then, on Schedule 1 (Form 1040), line 8s, enter the total amount of the nontaxable Medicaid wavier payments reported on Form 1040, line 1a and 1d, in the entry space in the preprinted parentheses (as a negative number). " https://www.irs.gov/individuals/certain-medicaid-waiver-payments-may-be-excludable-from-income 

It would not allow me to remove expert assist. I did not use it, Every time it said chat with expert, I chose "dismiss". So in order to file my taxes I had to pay for Expert Assist.  I have used turbo tax for over 10 years. I will not be using them in the future!!!