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Level 2

Question

How do I report TurboTax Software Errors?

Forum|Forum|7 years ago
June 6, 2019
118 replies
5 views

No text available

Show previous replies

overholst

Level 2

I am trying to finish a 2019 return and my return opens and switches to Forms and will not go to step by step in the software. It says there is an error that made it change. How do I fix that?

JotikaT2

Employee Tax Expert

It depends.

You may need to update your software.

You can do this by selecting the Online menu at the top.

Then select Check for Updates.

Please comment if this does not work so we can assist you.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

BillBee1935

Level 2

I am doing a preliminary run for turbotax 2021 to get an estimate for amount of 4th estimated federal tax payment. On the page that showed me a summary of my 2020 income. It showed 10.9% of my social security income as taxable and 89.1% as nontaxable. I know that is not correct. Are you aware of any other complaints of this error?

xmasbaby0

Level 15

@BillBee1935

We cannot see your screen so we have no idea what other income you have entered into the software so far. The results and calculations cannot be relied upon until the software has had all of the updates it will need in the next couple of months.

TAX ON SOCIAL SECURITY

Up to 85% of your Social Security benefits can be taxable on your federal tax return. There is no age limit for having to pay taxes on Social Security benefits if you have other sources of income along with the SS benefits. When you have other income such as earnings from continuing to work, investment income, pensions, etc. up to 85% of your SS can be taxable.

What confuses people about this is that before you reach full retirement age, if you continue working while drawing SS, your benefits can be reduced if you earn over a certain limit. (For 2017 that limit was $16,920 —for 2018 it will be $17,040—for 2019 it will be $17,640— for 2020 it will be $18,240) After full retirement age, no matter how much you continue to earn, your benefits are not reduced by your earnings; your employer will still have to withhold for Social Security and Medicare.

https://ttlc.intuit.com/questions/1899144-is-my-social-security-income-taxable

https://www.irs.gov/help/ita/are-my-social-security-or-railroad-retirement-tier-i-benefits-taxable

You need to file a federal return if half your Social Security plus your other income is $25,000 when filing single or head of household, or $32,000 when filing married filing jointly, $0 if you are filing married filing separately.

Some additional information: There are 13 states that tax Social Security—Colorado, Connecticut, Kansas, Minnesota, Missouri, Montana, Nebraska, New Mexico, North Dakota, Rhode Island, Utah, Vermont, and West Virginia. These states offer varying degrees of income exemptions, but four mirror the federal tax schedule: MN, ND,VT, and WV

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

bermanbi

Level 2

When using the current (2020) version of TurboTax, I entered the amount of stimulus payment I received in 2019. It was not the full amount. Although it should have been. I believe I am entitled to claim the balance as a credit on my 2020 return. Turbo Tax looks at the amount I received and calculates the amount I was entitled to based upon my 2020 AMI. This is incorrect. The amount should be calculated using my 2019 AMI.

VolvoGirl

Level 15

No. The first Stimulus Check is really based on 2020 tax return. Any amount you already got will be reconciled on your 2020 return line 30. If you didn't get a Stimulus Check (and qualify) or you qualify for more it will be added to your 2020 return. But the good news is if they paid you too much they won't take it back.

bermanbi

Level 2

I believe you are incorrect. The first round of stimulus checks was to be based upon either your 2018 or 2019 AMI. It had nothing to do with 2020.

cmranne0

Level 2

I see simple errors in 2019 and 2020 business comparisons. Last year net profit $-142. This year Net Profit $695. The error is that it reports in the online chart the "difference is $837." WRONG!

Lost confidence in this program to do my taxes. :'(

VolvoGirl

Level 15

A negative 142 plus a positive 695 IS $837.

cmranne0

Level 2

Also clicking trash can on right when something doesn't apply takes you to the area to complete it and makes you put in a $0 instead of just deleting it!! >.<

Pauline Guzek

Level 2

The page for entering the dates and amounts paid in 2020 for estimated taxes does not allow you to put any date in after 01/01/20. Looks like this page was not updated from the 2019 version of Turbo Tax.

Turbo Tax needs to fix this error as I cannot continue working on my tax return.

DoninGA

Level 15

@Pauline Guzek wrote:

The page for entering the dates and amounts paid in 2020 for estimated taxes does not allow you to put any date in after 01/01/20. Looks like this page was not updated from the 2019 version of Turbo Tax.

Turbo Tax needs to fix this error as I cannot continue working on my tax return.

In the TurboTax online and desktop editions you can enter any date in 2020 for the federal estimated tax payment. Tested both the TurboTax Premier desktop edition (Windows) for 2020 and the TurboTax online Self-Employed edition for 2020.

If you are using the TurboTax desktop CD/Download editions make sure that your software is updated. Click on Online and then on Check for Updates.

Or are you using a Mac computer?

To enter, edit or delete estimated taxes paid (Federal, State, Local) -

Click on Federal Taxes (Personal using Home and Business)
Click on Deductions and Credits
Click on I'll choose what I work on (if shown)
Scroll down to Estimates and Other Taxes Paid
On Estimates, click on the start or update button

Or enter estimates paid in the Search box located in the upper right of the online program screen. Click on Jump to estimates paid

Federal estimated taxes paid are entered on Form 1040 Line 26

vdrobny

Level 2

I found an error in Turbotax 2020.

Issue with entering info from W-2

Entering info into Box 12 code V:

the number entered into this box increases the federal Tax by the same number.

It should not have this effect

RDre4500

Level 2

In 2020's Turbo Tax, for mortgages that have an interest limitation, by either the $750,000 or $1,000,000 limit depending on the date or origination, there is an automatic calculation. However, the interest calculation does not ask about or take into consideration the exception as noted in Publication 936 (or the Code) for mortgages that should qualify for the larger $1M limitation since they originated after 12/15/17 but were in contract before.

"Exception. A taxpayer who enters into a written binding contract before December 15, 2017, to close on the purchase of a principal residence before January 1, 2018, and who purchases such residence before April 1, 2018, is considered to have incurred the home acquisition debt prior to December 16, 2017."

I qualify for the exception. In last year's version, the software asked you if you were limited in your interest deduction to enter the deductible amount. While this may have been hard for some taxpayers ,and I can see why it moved to an automatic calculation, prior year's software provided an avenue to enter the amount. Instead the software has calculated the limit based on the $750K limit because the mortgage originated after 12/16/17, even though the exception was met.

Another benefit of being able to input the interest is that it was easy to multiply limit times my interest rate. The automatic calculator's amount is off $35. Minimal, but still.

scifi0425

Level 2

I am using the 2020 Home and Business. I have a small refund due on my Illinois taxes. I would like to apply this to my 2021 estimated state taxes. The form wont let me do it. if I i try to override it gives me several errors.

Irene2805

Level 15

To apply your refund to your 2021 Illinois taxes, please follow these steps:

Go back into your IL return.
In the Other situations section, click Edit.
Click the Start/Revisit box next to Estimate tax payments for next year.
On the screen, Do You Want to Pay Illinois Estimated Taxes for 2021? click the Yes box [even though you're just applying the overpayment]
Just click through the screens, until you reach Apply Overpayment? Click the radio button next to Apply All and click Continue.
The next screen will acknowledge that you chose to apply your refund to next year.

@scifi0425

scifi0425

Level 2

Thank you but this does not work. It appears to work and then it still shows the full amount of the state refund and that it will be sent by check>the dialog boxes appear not to be feeding the forms.

brucetdunlap

Level 2

The "Cares Act" permits you to take a $300 deduction for a charitable contribution even if you take the standard deduction. So far, TurboTax Premier hasn't factored this into the program. A software update is needed to fix this error.

VolvoGirl

Level 15

It's in the program. If you take the Standard Deduction you can also deduct up to $300 Charity on 1040 line 10b. Go though the deduction section and enter your charity amounts. Then keep going and finish that section. It should say the Standard Deduction is right for you. Then it will add the amount to line 10b.

Are you using the Online version or the Desktop program? You may need to update the Desktop program.