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Level 2
June 6, 2019
Question

How do I report TurboTax Software Errors?

  • June 6, 2019
  • 734 replies
  • 2700 views
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    734 replies

    Level 2
    February 15, 2021

    I got error message: Form TC-40A: My529 credit should not be more than $200 per qualified beneficiary. But the maximum allowable contribution amount was increased from $4000 to $4080 in 2020, so the credit was also increased to $204.

    Here is the link of My529:

    https://my529.org/newsletter-april-2020/2020-contribution-limits-increase-for-utah-income-tax-credit-or-deduction/

    Level 2
    February 17, 2021

    My HI State estimated tax payments for 2020 was based on my 2019 tax liability less credits.    My 2019 taxes were imported into the 2020 tax program.   The 2020 turbotax program calculates a  late payment  penalty based on my 2019  tax liability without consideration of the credits.   So it erroneously says that I have HI State late payment penalties.   

    Level 2
    February 17, 2021

    I imported data from my broker. Interest and dividend sections are fine. When i try to go into the 'stocks, mutual funds, bonds, other' section turbotax hangs. 

    Level 2
    February 17, 2021

    Did anything get imported for your stocks, bonds and mutual funds? I know the import feature works as my stock transactions were imported.

    It could be a problem with your brokerage. Does TurboTax work if you type the info manually?

    Level 2
    February 17, 2021

    It looks like the data is there. The Schedule D looks ok. It looks like there were 484 stock sales - don't know if that has anything to do with the problem. I can only see the data in the forms view. Trying to look at it in the step by step view hangs the program. 

    Level 2
    February 21, 2021

    Stimulus checks that were not received. The credit does not appear to be calcuting correctly.  I was suppose to receive a check for $733 and the credit is for $425.  Now here does it ask you for the missing check amount or the year it was based on.

    Level 15
    February 21, 2021

    @BobWattsi wrote:

    Stimulus checks that were not received. The credit does not appear to be calcuting correctly.  I was suppose to receive a check for $733 and the credit is for $425.  Now here does it ask you for the missing check amount or the year it was based on.


    You'd likely be better off starting your own new thread on a stimulus check issue.   This is a long cluttered thread with multiple users and multiple issues.   You're less likely to get help with a stimulus issue in this thread.   

     

    If you do start a new thread, also keep an eye on this one in case someone responds here, too.

     

    To start your own new thread,  you can use the link below and click the blue button "Ask a Question."

    https://ttlc.intuit.com/community/taxes/discussion/02/202

    Level 3
    February 21, 2021

    I have found a legitimate calculation error.  It is reported on this set of discussions in the community.  How do we get this fixed in the software?

     

    https://ttlc.intuit.com/community/retirement/discussion/re-form-8606-calcula[product key removed]tax-2020/01/1965468#M130465

     

    macuser_22
    Alumni - Champ
    Alumni - Champ
    February 22, 2021

    @69VanNuys wrote:

    I have found a legitimate calculation error.  It is reported on this set of discussions in the community.  How do we get this fixed in the software?

     

    https://ttlc.intuit.com/community/retirement/discussion/re-form-8606-calcula[product key removed]tax-2020/01/1965468#M130465

     


    No error - see your other post.

    https://ttlc.intuit.com/community/retirement/discussion/re-form-8606-calculation-error-turbotax-2020/01/1965898/highlight/false#M130491

    **Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
    Level 2
    February 23, 2021

    I am working on my 2020 taxes and have discovered the Qualified Dividends and Capital Gains Tax worksheet does not compute the proper tax for either line 22 nor line 24.  We are married filing jointly.

     

    Line 22 calculates a tax on $301,272 as $60,464 where the proper computation is $68,885.  The formula to be used should be 37,631+.24*(income-$171,050) which for $301,272 computes as $68,885.  The base amount TurboTax used to get the wrong number would be an income of $266,187.50 rather than the actual $301,272.

    The same problem is on line 24.  The amount Turbo Tax computed should be on the income amount of $398,702 giving tax of $101,457 instead of the incorrect computation of $89,616 which would be for a income level of $361,702.  What do I do to have this corrected, either my calculations or TurboTax

    macuser_22
    Alumni - Champ
    Alumni - Champ
    February 23, 2021

    @janetleen wrote:

    I am working on my 2020 taxes and have discovered the Qualified Dividends and Capital Gains Tax worksheet does not compute the proper tax for either line 22 nor line 24.  We are married filing jointly.

     

    Line 22 calculates a tax on $301,272 as $60,464 where the proper computation is $68,885.  The formula to be used should be 37,631+.24*(income-$171,050) which for $301,272 computes as $68,885.  The base amount TurboTax used to get the wrong number would be an income of $266,187.50 rather than the actual $301,272.

    The same problem is on line 24.  The amount Turbo Tax computed should be on the income amount of $398,702 giving tax of $101,457 instead of the incorrect computation of $89,616 which would be for a income level of $361,702.  What do I do to have this corrected, either my calculations or TurboTax


    What is on line 5?

     

    How are figuring the tax?   Did you use the tax computation worksheet or form 8615 whichever applies?

     

    See the 1040 instructions page 77 for the proper multiplier  and subtraction amounts.

    https://www.irs.gov/pub/irs-pdf/i1040gi.pdf

    **Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
    macuser_22
    Alumni - Champ
    Alumni - Champ
    February 23, 2021

    I did the calculation manually and came up with a tax of $60,464.28 for an income of $301,272.  TurboTax seems to be correct.

     

    301272  x .24 = 72305.28

    72305.28 - 11841 = 60464.28

     

    **Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
    Level 2
    February 26, 2021

    2020 Form 2210

    Keeps returning an error in my entries for FIT paid 1/1-7/15, 7/16-9/15, and 9/16-12/31.

    I put one set of entries in "walk-through" by Turbotax, but when I view the actual Form 2210, the values do not match data entry.  I zeroed out all data and started over on this section but same error occurs.

    Level 2
    March 1, 2021

    NJ State Return Capital Gains transfers from Federal correctly as seen on initial summary screen.

        This is an addition of the Cap Gains from 1099-DIV and Long Term Capital Gains

    NJ Capital Gains Specific Screen lists only the Capital Gains reported on 1099-DIV - if you leave this number, then Turbo Tax replaces the original correct number with only the 1099-DIV.

     

    I had to make note of the summarized number from the initial screen and overwrite.

    Level 2
    March 1, 2021

    I had so many issues this year with my taxes by TURBO Tax, where to begin???

     

    There was a W-2 from a prior year which was no longer needed. I deleted it, let me count the times. Several times in the Federal Review, it would come up as something to be fixed because all the fields were blank.

     

    Then there was the 1099-R which was for me not my husband. I corrected it many times, several ways:

    Just change the radial button to select me not my husband. Enter a new row for me and delete one for my husband.

    NJ State sometimes it was listed as me and sometimes my husband. I don't care anymore that it is currently

    incorrect because it shouldn't affect taxes owed.

    I started exiting to log changes as soon as I made this changes hoping they would finally take.

    Level 2
    March 1, 2021

    I had to delete and start my NJ State Return several times because the incorrect numbers would transfer from Federal for credits for taxes paid from: Prior Year Tax Return, Estimated Payments and amounts paid on W-2, 1099-Rs

    The credits would multiply which would make my taxes owed a whopping amount overpaid. I couldn't correct it, I had to delete NJ and start again and again and again.

     

    If Turbo Tax does not fix these problems, I don't see myself as a returning customer.

    Level 15
    March 1, 2021

    Try to clear your browser's cache and delete cookies. A full or corrupted cache can keep TurboTax from functioning properly. If that doesn't work, try a different browser such as Firefox if you're currently using Chrome and vice versa. 
    If you continue to have issues please see the link below to contact one of our TurboTax representatives: What is the TurboTax phone number?

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