All Posts

@MonikaK1   As I said in my original post "The fact that this form was already filled out and I am merely double-checking entry by entry before submitting my completed return".  My comment refers to double-checking my work by going through every single entry that I made from the beginning to the end of TTax in order to verify that I did not make any errors.   As others have stated, the entry form for SSA income cannot be entered once it has been completed.  It jumps immediately to the section on foreign residency, skipping the page to enter SSA 1099 data.  This is a serious error in the program.  Of course, I can double check my work by opening 'forms' but that does not show me the hand-holding Q&A for entry.   I'm using the Mac version of Premier Desktop.   After deleting the SSA page and reentering data and continuing to the end of the entry of all items, I have saved and closed TTax.  Before posting this reply, I opened TTax again and checked the SSA form.  It opens *correctly* so perhaps I had some error in my prior entry which was made earlier, at least 2 version releases since then.  I had to delete the form in order to be able to enter the data and allow the page to open correctly.    Seems like there should have been an error instead of just skipping the page.   Anyway, all is well that ends well and I'm sorry for the rant I made in my frustration over the bad experience I was having after hours of tax data entry.

Hello   Sorry to hear about your issue with form 5695, Energy credits. To better understand why you are having issues, the Community needs to know what exactly you’re trying to claim credit on? Also, I pay for the Max benefits with Turbo Tax (TT) to get the support with an expert when I am stuck or have questions with my returns.  Have you asked the TT experts? Another advise is to wait a little longer to get the feedbacks to answer your questions specifically to your submission or claim of credits.   Good luck 

The bug seems to be related to the system not allowing the checkbox in Part IX - FYTC on Form 3514 to select checkbox 31a. It just keeps disappearing when clicking. Even when I override the amounts for line 34 and 35, it throws and error on the data check step at the end and then removes the FYTC from the refund amount.  Therefore, I can't override it, the refund is understated by the full $1,189 credit and all the criteria for the credit are met - yes on the CA EITC, yes on foster care after the age of 13 and yes the California Earned Income is below the threshold.  Already deleted the CA return and started over - same issue. 

Thank you; initially I didn't check that box I just entered zero but the next screen gave me the three options mentioned, none of which applied.  But I figured it out; I had to choose the one that said "I found my cost basis" and entered zero again on the next screen and it accepted it.  A rather clumsy approach.  The software should accept the first zero entry without challenging.   Thanks again.

Are you referring to the question that asks whether you disposed of any investment(s) in a qualified opportunity fund (QOF)? If the answer is No you do not have to answer the question. If you leave it blank the answer is assumed to be No. In TurboTax Online there is no way to check the No box. Just leave the question unanswered, and don't worry about it. (If your answer would be Yes you could not use TurboTax to file your tax return. TurboTax does not support reporting of QOF investments.)  

I got this email too. Have you tried again with any luck? I got following message when I tried today: Something unexpected happened and we can’t connect to Charles Schwab & Co., Inc.. Try again in a few hours. 590

Have you tried and was able to import your form successfully? I got the following error when I tried: -- Something unexpected happened and we can’t connect to Charles Schwab & Co., Inc.. Try again in a few hours. (590) --