Turbo Tax Desktop Premier on Mac bug

Forum|Forum|3 years ago
March 18, 2023
1 reply
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When I click on forms at the top left of desktop premier and go to Form 1040 or 1040SR Wks, my total income is $8839 less than when I go to Federal Taxes, Federal Review. In addition, in Federal review, total income minus deductions does not equal taxable income.

Is there someone from technical support that can contact me so I can show them the issue?

This is a showstopper and have several returns to complete.

I am running version 12.5.1 MacOS Monterey. I am using the last version of desktop premier for Mac.

Thanks.

SteamTrain

Level 15

Maybe it's just misleading.

The Federal review page includes stuff that is not part of the 1040 form's AGI. I figured this out for one of my test files that was ~$36,000 different

Take your 1040, line 11 (AGI)

Add line 2a (Tax-exempt income)

Add the difference between line 6a and 6b (the part of SS that was not taxed)

Add any rollover $$ you entered for an IRA or other pension 1099-R $$ that you rolled over.

Add any QCD $$ that were not included in line 4b

_______

i.e. the Federal "Review" page includes every scrap of income that you entered...whether it added into AGI in the first place or not.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

cptt21Author

Level 2

I need a response from an tech expert at TurboTax. This is a bug. I also found a second bug. If someone from Turbo Tax does not respond to me directly, I will start using HRBlock. Thanks