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dsbeardsley
Returning Member

lingering TurboTax free file issue

Okay, long story short....Turbo Tax Online is erroneously generating a Schedule B on my daughter's return even though she is well below the $1500 threshold for trigging a Schedule B--like, less than $400 in capital gains on the 1099-DIV. Because of that Schedule B, she cannot utilize "free file" and is required to upgrade to paid software.

 

This has been a problem/glitch for the last two years (wasn't an issue three years ago though!), and I have been around and around with TT support staff trying unsuccessfully to get a resolution. I have deleted many forms and done all the creative data entry to see if the error is something else, but it's not. This is the problem.

 

So while I continue to fight this battle, here's a question: Do I HAVE to include the 1099-DIV on the return that is causing TT to mistakenly generate the Schedule B? She is a college student with very limited employment income and capital gains, and is due all the taxes she paid in a full refund. But TT Online won't let me complete the return with Free File because of a mistakenly generated Schedule B. So what if I just don't include the 1099-DIV because ultimately it won't matter at the bottom line, which means no Schedule B, and call it a day? Are there repercussions or possible issues with doing this?

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1 Reply
AmyC
Employee Tax Expert

lingering TurboTax free file issue

Yes, you have to report all worldwide income. If not, there will be a letter at some point which usually states money is due. The dividends should be showing on the 1040 line 3b and sch B is not required in her case. I was able to delete mine without an issue.

 

Delete Sch B.

 

If you are using:

  • Online: see How do I view and delete forms in TTO?
  •  Desktop: If you are working in the cd/download TurboTax program:
    1. On the top right, there is a FORMS button. 
    2. Click on FORMS.
    3. Locate the form you want to delete.
    4. Click on the form name.
    5. Below the form, bottom left, select DELETE FORM button. 
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