How to report a BUG and error with TurboTax Home and Business 2022 desktop

Forum|Forum|3 years ago
April 13, 2023
3 replies
162 views

I would like to report a bug I encountered this year. TT help desk could not help with my situation or direct me to someone/department that can I can report this to.

I used desktop TurboTax for Home & Business to file my 2022 taxes. My W-2 was uploaded from ADP and all of the entries in all of the W-2 boxes in my Turbotax forms is identical to the one I received from my employers.

I entered all of the requisite information and had no errors on Federal or state tax review and I e-filed my 1040 and my state forms in February. I received a 12C letter from the IRS requesting more information. When I was gathering the requested information I discovered that TurboTax made a transcription error and it had inserted my W-2 box 5 (Medicare wages/tips) information into line 1a of my 1040. This resulted in incorrect values in lines 1z, 9, 11, 15, 16, 18, 22, 24, 34, and 35a. This mistake miscalculated the final Federal tax on my income--instead of receiving a refund that the TurboTax program calculated, I owe an unknown additional amount in Federal taxes.

Have been using TurboTax for almost 30 years and have never encountered this before. Agent at TT call center was unable to assist. Am waiting to hear back from the IRS return reject team for final tax amount owed.

Would it be possible for someone to look over my info and figure out what went wrong? Am wondering if this affected other people as well.

Thank you in advance.

TurboTax Home & Biz Windows

AliciaP1

Level 13

It would be helpful to have a TurboTax ".tax2022" file that is experiencing this issue.

You can send us a “diagnostic” file that has your “numbers” but not your personal information.  If you would like to do this, here are the instructions:

In TurboTax Online, go to the black panel on the left side of your program and select Tax Tools.

Then select Tools below Tax Tools.
A window will pop up which says Tools Center.
On this screen, select Share my file with Agent.
You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number.

In TurboTax CD/Download versions, go to the black panel on the top of your screen and select Online.

Scroll down to and select Send tax file to Agent.
You will see a message explaining what the diagnostic copy is.  Click send through this screen and then you will get a Token number.

Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.

@noclue1040

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noclue1040Author

Level 4

AlicaP1--

Thank you for your reply.

The token number is 1130990.

Thank you again!

AliciaP1

Level 13

Upon review, your tax return is correct with the Box 5 amount listed on line 1a. The IRS changed the reporting line for Nonqualified Deferred Compensation plans to line 8t of Form 1040 Schedule 1. The IRS is not asking for an amended return, just that more information be provided for the topic the letter references.

Per the IRS:

If you received a pension or annuity from a nonqualified deferred compensation plan or a nongovernmental section 457(b) plan and it was reported in box 1 of Form W-2, do not include this amount on Form 1040, line 1a. This amount is reported on Schedule 1, line 8t.

@noclue1040

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georgevw1

Level 2

Token # 1203188

Two issues:

1. I entered the purchased accrued interest paid on various bond purchases into my 1099-INT worksheet for Stifel. However, in order for the correct amount of purchased interest to transfer to Schedule B ($889.14) I had to enter $1,279.67 in the accrued interest field on the 1099-INT worksheet. Why is the amount entered in the worksheet not being correctly transferred, and what is causing this reduction in the accrued interest paid in the transfer process?

2. I received a 1099-MISC from Stifel for "contract fee" income related to quarterly payments made on index linked securities. It's something like a quarterly interest payment except that the payment is contingent on certain stock index behaviors with which the security is linked. If the conditions are met, the payment is made; if not, the payment is skipped. For some reason Turbo Tax wants to treat these payments as business income rather than investment income and forces the user into a Schedule B situation. I had a difficult time breaking the link to Schedule B. Perhaps TurboTax needs to add a category for Index Linked Securities Contract Fees (or Payments). Your thoughts?

Thank you.