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Level 2
June 6, 2019
Question

How do I report TurboTax Software Errors?

  • June 6, 2019
  • 118 replies
  • 1193 views
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    118 replies

    Level 2
    April 10, 2021

    On Maryland return can not get estimated worksheet line 2f to flow to line 47/48 of MD form 502 correctly. I do not want excess refunded I want it applied to 2021 estimated taxes  

    Level 2
    April 10, 2021

    Form 10 40 line 1-7

    The program adds the info in line 4a "IRA distributions" to the individual taxable entries 2a  1099R lines to fill in line 4b

    In the 2019 version line 4a was blank and only the individual taxable entries line 2a  1099R were included in line 4b

    macuser_22
    Alumni - Champ
    Alumni - Champ
    April 10, 2021

    @haydenm261 wrote:

    Form 10 40 line 1-7

    The program adds the info in line 4a "IRA distributions" to the individual taxable entries 2a  1099R lines to fill in line 4b

    In the 2019 version line 4a was blank and only the individual taxable entries line 2a  1099R were included in line 4b


    Line 4a may or may not be blank depending on several exceptions that are in the 1040 instructions for line 4a and 4b.

     

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

     

    What is on line 4a is rather immaterial since it has no effect on the tax.

    **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
    April 11, 2021

    My Vermont refund appears to be calculated incorrectly.  I might not have noticed it, except that as I was working through my amended return, right at the end, the refund amount in the reporting box on the top left suddenly dropped.  When I examine the tax summary page, it shows a tax payment of $701 more than the taxes owed, but turbotax calculated a $30 refund instead of $701.

    Below is a screenshot; I can assure you that the hidden digit in the thousands place is the same on both numbers.  

    I have no idea how to fix this. 

     

     

     

     

    Level 2
    April 11, 2021

    Line 18 the for the California standard deduction for Married filing jointly printed out as $18,572, it should have been $24,800 according to the latest online Tax Booklet.  Why!

    Thanks, DJSeabreeze

    VolvoGirl
    Level 15
    April 11, 2021

    @DJSeabreeze  Huh?  CA line 18 Standard Deduction for Joint is $9,202.   Federal SD is 24,800.   IF you got more than $9,202 you must be itemizing on the state return.  

     

    Level 2
    April 12, 2021

    For Error Check PA state return I get a continuous do-loop each time I recheck after making the required corrections. The problem is in PA Schedule E for rental and royalty income. I am not reporting rental income, only royalty income. If I select for profit Y or for profit N the error message says "for profit box Y/N should not be checked for royalty income". If I change the selection to "no entry" and check for errors again, the error message says "For profit box Y/N must be entered". If I select either Y or N check for errors again, the error message says "for profit box Y/N should not be checked for royalty income". After doing this cycle 20 or 30 times, I sort of started thinking that maybe something could be wr...wro...wrrrong? No. Yes? I don't know. Help. I can't file.

    Level 2
    April 12, 2021

    I believe I have found an error in the 2020 Turbo Tax Deluxe CD Software.  First I made sure my software was up to date.  My schedule A show a total itemized deduction greater than the standard deduction and the screen shows my itemized deduction is greater than the standard deduction, however my 1040 -SR shows the standard itemized deduction on line 12.  I tried going back and selecting use Sch A itemized deduction and no change. Therefoe my total tax is incorrect and everything further on my 1040 is incorrect.  Please help.

    Level 2
    April 12, 2021

    On the Federal Tax Return (2020), I received an error message, "We won't be able to E-file your return. You have a form or tax situation in your federal return that TT doesn't support for e-filing."

    Details: You have an amount on Form 3800, Part III, Line 1aa Credit for Affected Disaster Area Employees."

    ---------------------------------

    If you look at the referenced line, it relates to "Employee retention (Form 5884-A) and not the "Credit for Affected Disaster Area Employees" stated above.

    --------------------------------

    Please have the error corrected AND have the federal forms able to be E-filed.

    Level 2
    April 13, 2021

    In Turbotax 2020, I am trying to calculate whether my 2019 state refund is taxable in 2020.  The instructions given by the 2020 software give incorrect line numbers from the 2019 Form 1040.  Specifically, it asks for the tax from 1040 Line 11, but Line 11 has two lines, 'a' and 'b'.  Line 11a is combined deductions and Line 11b is taxable income.  Tax is found on Line 12a and/or 12b.

     

    Also, it asks for tax after credits from Line 13, but Line 13 also has an 'a' and 'b'.  Line 13a is the child tax credit and 13b is the sum of 13a and Schedule 3 Line 7.  It appears that tax after credits is on Line 14 or 16, but it is not clear which.

    Level 4
    April 13, 2021

    3/25/21 TT2019 update to Help just ran. Now the scrollbar on the Help window doesn't work right any more.  If I try to drag the scroller up or down, the whole window moves.  Now the scroller moves (erratically. sometimes) if I hover my mouse over it.

     

    Please, why can't software developers stick to tried and true navigation standards. 

    Level 5
    April 13, 2021

    Problem with Form 6251 for AMT, not calculating line 10?

    My form 6251 for AMT is not calculating a number for Line 10.

    Line 6 says: "Subtract line 5 from line 4. If more than zero , go to line 7. If zero or less, enter -0- here and on lines 7,9, and 11 and go to line 10."

    My line 6 is zero or less. There is a zero on line 6, 9, and 11, but no zero on line 7? Nothing on Line 7 instructions apply to me.

    If I look at page 2, and follow the lines/numbers to line 40, it shows zero, which should get transferred to line 7. ( smaller of line 38 or line 39, which are both zeros).

    Still no zero on line 7 and no number calculation for line 10.

    Any help would be appreciated. Spoke with someone at turbo tax support and they couldn't figure it out either?? Is anyone else having this problem? Granted I don't need to file form 6251, but we have the option of including it in our return. It just seems like the tax is not transferring to line 10 to then calculate line 11??

    I am using the CD download for windows, Home & Biz.

    Thanks

    Level 2
    April 13, 2021

    NC Retiree using TurboTax Deluxe:
    1. Checked Bailey Settlement on IRS worksheet. Want to efile NC 2020 tax. Has TT been notified NCDOR requires copy of 1099-R?
    OR Do I have to mail it in?

    A "link" on this page would be helpful to answer my question
    2. NC Estimated 2021 Tax:
    TT not allowing for payment of these taxes. Says "Not Required" Still want to pay ES-2021 tax. TT analysts need to be informed for NC efile

    Level 15
    April 13, 2021

    I am in NC as well 

     

    1) While I agree that the NC instructions ask for a copy of the 1099R when there is a Bailey, I prepare taxes on a volunteer basis and we sent file a large number of returns where there is a Bailey every year; we do not mail in the 1099R where Bailey is present....and it has never come back to haunt us.  Further, if you read the instructions, there are a lot of other documents that NCDOR ask for, but do not receive when a return is e-filed.  

     

    https://files.nc.gov/ncdor/documents/files/2020-D-401-Instructions.pdf

     

    I think we have to trust that TT knows what it is doing given their expertise here. 

     

    2) NC estimated taxes - if you want to pay these estimated taxes, just go to the NC DOR website: 

     

    https://electronic-services.dor.nc.gov/wps/portal/nc40

     

    it's easy. 

     

     

    Level 2
    April 15, 2021

    I received a lump sum SS payment for 2019 in 2020.  The Home and Business TurboTax does not seem to be calculating correctly.  The 2020 1040 SR 6a SS benefits is my Box 5 amount on the 2020 SSA 1099.  Box 6b amount is the Box 5 amount less the 2019 paid amount of $13,144 at the bottom of the 2020 SSA 1099 plus  297.00 ADDED to the 2019 amount shown on the 2020 SSA 1099.   A summary page for 1040 show the amount  of $13441 as Social Security non-taxable.  The Lump sum worksheet for FORM 1040 LINE 6 shows Taxable benefits under lump elections as 45,349 compared to the actual 6b amount of 39,911.