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Level 2
June 6, 2019
Question

How do I report TurboTax Software Errors?

  • June 6, 2019
  • 118 replies
  • 1560 views
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    118 replies

    Level 2
    January 25, 2022

    Using Turbotax desktop Home and Business 2021. Form 2210 estimated tax penalty seems to be completely out of date, with references to the due dates for 2020 in Part III. As a result it calculates I owe a penalty when I don't. 

    Level 2
    January 25, 2022

    I am preparing tax returns for my son and my daughter.  One files joint and the other married/separate.  TURBO tax rates are not matching the ones indicated on IRS.gov.  A discrepancy of $1611.  My daughter's is even more.  The discrepancy for her is $4460.  Why are the tax rates on TURBO tax not matching the ones on IRS.gov?  In each case they would be paying a lot more in taxes they should.

    VolvoGirl
    Level 15
    January 26, 2022

    Are you comparing the tax on line 16?  And the taxable income on line 15?  There may be other taxes or penalties added in.    and there are several different way to figure the tax.  Not just the tax table.  Or you aren't getting the same credits. 

    If you have capital gains or qualified dividends the tax is not taken from the tax table but is calculated separately from schedule D.  The tax will be calculated on the Qualified Dividends and Capital Gain Tax Worksheet.  It does not get filed with your return.  In the online version you need to save your return as a pdf file and include all worksheets to see it.

     

    For the Desktop version you can switch to Forms Mode and open the worksheet to see it.  Click Forms in the upper right (upper left for Mac) and look through the list and open the Qualified Dividends and Capital Gain Tax Worksheet.

    Level 2
    January 26, 2022

    One TurboTax home and business, windows version,  Turbo Tax appears to be calculating a penalty on form 2210 based on estimated taxes paid in 2020 instead of 2021.

    DanielV01
    Level 15
    January 27, 2022

    @slawso  I am just now seeing your post.  If you need to reach out to me specifically, you can put the @ symbol before my username so that I am notified.

     

    Having said that, I will look into what you are seeing.  As was provided in the TurboTax Tax Tips Article, it is supposed to be possible to e-file your amended return, but it is something that is still new.  Let me do some further research, and if we can provide more information we certainly will do so.  In the meantime, thank you for your patience.

     

    **Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"
    Level 2
    January 27, 2022

    I notice the software has added gobly **bleep** to my employer name. It was imported from last year and it was correct then. I even tried to delete it and I redid it. There is an & in the employer name and it is adding amp; amp;amp;amp;. Instructions say if the employer name is not the exact same as the w2 it could delay processing. How to handle.

    Level 14
    January 28, 2022

    @dprkmr

     

    How are you trying to upload this W2?  Are you using a PDF?  Please try to upload via a photo if the PDF does not work. Also, try clearing cache and cookies to see if this helps with the issue as well.  

     

    Clear Cache

    Delete Cookies

     

    If that doesn't bring up the correct information, you can always manually enter the data manually to proceed.  

     

    **Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"
    Level 2
    January 29, 2022

    There appears to be an error in the way U.S. Government Interest (from Series EE Savings Bonds) is treated in the TurboTax Virginia income tax calculations.  U.S. Government Interest income should be EXCLUDED from VA taxable income.

     

    The VA 760 Form starts with the taxpayer's AGI on the federal tax return.  Note that the federal AGI INCLUDES U.S. Government Interest.  However, if I examine the "Sch ADJ" form in TurboTax's VA income tax calculations, I see that U.S. Government Interest is first treated as an ADDITION to income (in line 2b of the "Schedule ADJ/CG").  Beside line 2b, TurboTax assigns a code to this addition.  In my current tax return calculations, the TurboTax-assigned code is "10". According to the VA income tax website, this code indicates the income is "Interest on obligations of other states". This is obviously an error, because that exact amount of interest was earlier identified as U.S. Government Interest.  (My income from "obligations of other states" was far lower than my U.S. Government Interest last year.)

     

    In the "Subtractions" section of Schedule ADJ/CG, my U.S. Government Interest once again appears (correctly) on Line 4, which is labeled "Income (U.S. obligations/securities)".  The effect is to subtract U.S. Government Interest from the running total.

     

    Note that the effect of first the Addition and then the Subtraction of U.S. Government Interest to the federal AGI is to leave the federal AGI unchanged.  In essence, U.S. Government Interest remains included and fully taxed by the TurboTax code. Under Virginia law, U.S. Government Interest should be treated as tax free.

     

    This problem should be fixed. Otherwise, Virginia taxpayers will find themselves paying state income taxes on U.S. Government Interest, even though that interest income ought to be EXCLUDED from income that is taxable in Virginia.

    Level 2
    January 29, 2022

    Have completed my return but software will not allow more than $300.00 in cash charitable contributions on form 1040 line 12b.  Instructions clearly state 300 for single but 600 for married couples using standard deduction.

    DoninGA
    Level 15
    Level 15
    January 29, 2022

    @ntoltzis wrote:

    Have completed my return but software will not allow more than $300.00 in cash charitable contributions on form 1040 line 12b.  Instructions clearly state 300 for single but 600 for married couples using standard deduction.


    For the TurboTax desktop editions -

     

    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 30, 2022

    I am using desktop TurboTax 2021 Home Business. I am trying to enter a 1099S for sale of a TimeShare. If I follow the directions, I should go to Investment Income/ Stocks, Bonds.... Then I say I did NOT get a 1099-B, where it should then ask me what kind of investment I had. However, the software jumps to assuming I did get a 1099B, and I have no way of entering my 1099S info. Please help.

    Level 2
    January 30, 2022

    On the 1095A forms employers are allowed to use alpha-numerics for contributions (eg 1a/2c) this is not the case for entering in my 1095a form for Turbo tax so I have no way to enter it without divining a number my employer didn't even have to calculate. Please allow alpha-numerics for this entry that relate to the corresponding tax codes (1a being met at least enough contribution so the employee did not have to spend more than required through ACA poverty level requirements at 9.5%... etc)

    DoninGA
    Level 15
    Level 15
    January 30, 2022

    @RIREK wrote:

    On the 1095A forms employers are allowed to use alpha-numerics for contributions (eg 1a/2c) this is not the case for entering in my 1095a form for Turbo tax so I have no way to enter it without divining a number my employer didn't even have to calculate. Please allow alpha-numerics for this entry that relate to the corresponding tax codes (1a being met at least enough contribution so the employee did not have to spend more than required through ACA poverty level requirements at 9.5%... etc)


    You do not receive a Form 1095-A from an employer.  If your employer provided health care insurance you would receive a Form 1095-C.

    A Form 1095-C or Form 1095-B is not entered on a tax return.

     

    You would receive a Form 1095-A if you received Marketplace Insurance through your state or from healthcare.gov.

    For a Form 1095-A go to the healthcare.gov website - https://www.healthcare.gov/blog/filing-2021-taxes-with-form-1095-a/

    Level 2
    January 30, 2022

    I received it through my employer and they used code 1a and 2c which are not able to be put in in Turbo tax because Turbo Tax does not allow alpha numerics. I HAVE my 1095 form that is not the issue, the issue is Turbo tax's software does not allow me to enter it as it is.

    Level 2
    January 30, 2022

    My NJ state filing says I can't e-file due to :  Year is non calendar year"

    Line 16 is greater than Line 1

    Level 2
    January 30, 2022

    I have TT Premier Desktop Edition version [phone number removed]) and I have it walking me through everything and I have run into two problems.

     

    The first is, in the Investment Income section (I have none) I answer all the questions "No". Then at the end, it loops around to the beginning and repeats the same questions. It does this endlessly and will not let me continue.

     

    I have tried saving the return and re-opening it, but that does not help. I have tried deleting the return and starting over - same results. I have rebooted the computer and tried but again, same result.

     

    The second problem I have is, after I exit the program it restarts by itself a few seconds later.

     

    Please help!