I think there is a TurboTax software error when using Michigan Tax Schedule 1 for public pensions. How do I report this to have it fixed?

[boone103]

This is for TY 2022.  My age is listed correctly in the software, but it erroneously puts me in Tier 2 rather than Tier 3 on Michigan's Schedule 1.  How can this be corrected?

[BrittanyS]

We can look into this for you if you would like to provide a token.  A token is a number supplied by the TurboTax database where a "sanitized" version of your return is put. Sanitized means that all personally identifiable information is removed, so we see your numbers but not your name, Social Security, business name, etc.

To send us a token, please do the following: 

TurboTax Online:  

Click Tax Tools in the menu to the left.

Click Tools, and then.

Click Share my file with Agent.

A pop-up message will appear. Click OK to send the sanitized diagnostic copy to us.

Provide the token number that is generated onto this thread.

TurboTax Desktop:

Select the Online menu if the customer is using Windows. Select “Help” if using a Mac.

Select Send Tax File to Agent.

A pop-up message will appear, and the customer will select, Send. If using Mac, "Send Tax File to TurboTax Agent." 

Note: Desktop will save a file to your computer unless you uncheck the box.

Another message will appear. 

Provide the token number that is generated by replying to this thread.  At the bottom of your reply (with the token), add "@bstanley"  so I will be notified.

This will let us see what is happening on your return. Thanks.

[boone103]

BrittanyS

Token number:  1089382

If you need more information, please let me know.  I have never had a problem with TurboTax in the past, but I am now quite frustrated with this year's experience.  I hope you can help.

[BrittanyS]

After reviewing your file, I corrected the tier error by deleting the state return and then going through the state return again.  To delete the state return in TurboTax Desktop, follow these steps:

1. With your return open in TurboTax, switch to Forms Mode by selecting the Forms icon at the top-right corner of the screen
2. From the File menu, choose Remove State Return. (This won't delete your state program, just the state tax return)
3. Select the return you want to delete and select Remove. Choose Yes to confirm

If you want to start a new state return, select the Step-by-Step icon and then select the State Taxes tab.

@boone103