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63 replies

Alumni - Intuit
January 24, 2022

Line 12b on the Form 1040 is for charitable contributions when a taxpayer is taking the standard deduction.  A taxpayer with a filing status of single, is allowed to deduct up to $300 (in cash only, no non-cash charitable deductions) as a charitable contribution.  Taxpayers with a filing status of married filing jointly, and taking the standard deduction, can deduct up to $600 (again cash only) as a charitable contribution.  Review your entries for charitable contributions to ensure you have not entered an amount greater than what is allowed for your filing status. 

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Level 2
January 28, 2022

I have received and tried three different responses to fix this issue and none have worked so far.  I have walked through all the deductions, removed my itemized listing of charitable deductions, used ItsDeductible to import my charitable contributions and the result is always the same.  I have deleted the $300 numerous times, replaced it with zero and then $600 (the correct amount) and every time it repopulates with $300 and then tells me that is in error.    I cannot file until this is fixed, who or how can I contact at TurboTax to get this fixed? I have used this product for over 15 years and never have run into any problem like this before.

DoninGA
Level 15
Level 15
January 28, 2022

@mlh10 

 

I am running TurboTax Premier for Windows Version 021.000.0415 and only see this error if I entered a Charitable Donation in the Deductions & Credits section and only eligible for the Standard Deduction.

 

To remove the error I went into Forms mode and deleted the Charitable Organization Worksheet.  Then on the Form 1040 Worksheet for Line 12b removed the $300 amount so Line 12b is now blank (empty).

Going back to Step-by-Step I completed the Deductions & Credits section without entering anything for a charitable donation.  Continuing through the screens until landing on the screen labeled Charitable Cash Contributions under Cares Act, I entered $600.  Continued through Final Review without error.

 

For the TurboTax online editions -

 

The problem appears to be that a charitable donation was entered in the Deductions and Credits section of the program when you are only eligible for the Standard Deduction.

Click on Tax Tools on the left side of the online program screen

Click on Tools

Click on Delete a form

Scroll through the all the forms, schedules and worksheets listed and delete all the Charitable Organization forms listed.

When completed with removing forms click on Continue With My Return at the bottom of the list.

 

Click on Federal on the left side of the screen

Click on Deductions & Credits at the top of the screen

Scroll down to the bottom of the page and click on Wrap up tax breaks

 

Continue through the screens.  After the screen showing that you are getting the Standard Deduction the following screen is Charitable Cash Contributions under Cares Act.  Enter $600 if filing Jointly or $300 for all other filing status'.  The federal review and the Final Review should no longer show an error for the charitable donation.

Level 2
January 28, 2022

I am running TurboTax Premier for Mac.  I followed your instructions and went through the Deductions and Credits section, but I am unable to locate a screen labeled "Charitable Cash Contributions under Cares Act".  

Level 2
February 2, 2022

This issue should be fixed by TurboTax (intuit).  We should not have to do a work around to fix it.  How do we get this issue to them if they don't see it here and fix it  Intuit, are you hearing this?

Level 2
February 3, 2022

Same issue here. Extremely frustrating this year as they didn't have my state's OR-A form ready until today and now another issue. I am starting to file with another software just in case they don't get this fixed soon. 

Level 2
February 3, 2022

Update on my situation. I was able to fix this on the online version by manual putting 600 instead of 300. I selected married filing jointly but somehow they automatically put 300. 

Level 2
February 7, 2022

I'm getting the same error, I think and I've updated the desktop software (Deluxe plus State) as of 2/7/22. What a mess!!!

Originally I entered two different lines containing cash donations totaling over $4K. Completed both the Fed and my state (KS) program. Notice when I went to up to the top left corner and selected Forms that the "Errors" stop sign lit up with a red asterisk next to 1040/1040SR Wks. Scrolling down revealed the issue was on line 12b.   Line 12a shows the standard deduction of 27,800. The next line appearing in the center between lines 12a and 12b defaults to my contribution total. Line 12b automatically populates with 300 in red with a yellow highlight. I am filling Married Filling Jointly. The directions on Line 12a declare that if MFJ then enter $600. If I manually change Line 12b from the red colored "300" to "600" it will stick until I run the final Analysis after the FED and State portions.   (It will be okay after just running the FED Review portion alone).  Then it changes back to 300 and the error is logged.   

There is a difference in the tax I pay for both the FED and State based upon the answer to Line 12b is "300" or "600". 

 I can not get around this error manually. 

I've read all of the pertinent posts I can find.

So maybe the error lies in the final "REVIEW" section where "Analysis" if found. That runs a check on both FED and State and causes the error again

Turbotax needs to fix this or explain to me how to get around it Please.

Level 2
February 8, 2022

TurboTax appears to have a bug.  TT filled in $300 for this line although I am married filing jointly.  It should have put in $600.  I finally found the correct filing information that confirmed the $600 for my filing status so I was able to overwrite the TT entry to $600.  Not without some frustrating trial and error.

Level 2
February 8, 2022

I've tried all the workarounds indicated here, but every time I run the review check, that box shows up with 300 again and I get the message that '1040 Line 12b shows unacceptable value'.  The TurboTax software needs to be corrected.  The is the only way I see for theist get fixed.

JoeyB
Alumni - Intuit
February 8, 2022