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t-legat
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Can turbotax provide the securities worksheet/calculation so I can compare with the calculations provided by the IRS?

 
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5 Replies

Can turbotax provide the securities worksheet/calculation so I can compare with the calculations provided by the IRS?

When you save or print a copy of the return Including all worksheets, you should find the Sch D computation included in the worksheets.

 

IRS did have an error in their tax computation with capital gains on returns that were filed before mid March resulting in letters being sent out recently with the adjustment.  Mid-March IRS informed tax software providers of their error and the tax programs were able to be updated for the correct computation, so this may be you situation.

 

https://www.irs.gov/forms-pubs/error-in-tax-calculation-in-schedule-d-tax-worksheet-form-1040

 

♪♫•*¨*•.¸¸♥Lisa♥ ¸¸.•*¨*•♫♪
t-legat
New Member

Can turbotax provide the securities worksheet/calculation so I can compare with the calculations provided by the IRS?

Unfortunately I did not save a copy when I submitted.  The copy I have I downloaded from TurboTax which does not seem to have the 1099B.

 

Would the IRS computation error be also realized on my 2017 filing?

Can turbotax provide the securities worksheet/calculation so I can compare with the calculations provided by the IRS?

A 1099-B is a form you get from a financial institution reporting the sale of securities.   A 1099-B is not part of a tax return - only the information that you enter about the securities from the 1099-B goes on a Schedule D which is part of the tax return.

**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.**

Can turbotax provide the securities worksheet/calculation so I can compare with the calculations provided by the IRS?

No, that IRS error was for 2018, your post didn't specify which year you were referring to.

 

You'll want to look for Sch D and the 8949 to see if 1099B stock transactions were included on the 2017 return.

♪♫•*¨*•.¸¸♥Lisa♥ ¸¸.•*¨*•♫♪

Can turbotax provide the securities worksheet/calculation so I can compare with the calculations provided by the IRS?

Does your pdf have all the worksheets?  You need to see schedule D and probably forms 8949 and 8453

 

Log back in your TurboTax account and "add a state" to open the return back up (you are not really adding a state, just to open it back up), then

Click on Tax Tools on the left side of the online program screen. 

Then click on Print Center. 

Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets

 

 

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