topic TurboTax miscalculated my taxable income as adjusted gross income and resulting in higher Federal and State payment in Get your taxes done using TurboTax

TurboTax miscalculated my taxable income as adjusted gross income and resulting in higher Federal and State payment

laura90025 — Thu, 17 Apr 2025 19:06:53 GMT

TurboTax calculated my Federal and State taxes due with the adjusted gross income amount and not the taxable income amount. I was on the phone talking to a TurboTax for and on hold for almost 2 hours and still no one was able to assist me. I was told me hold on longer but I am not able to stay on the phone. I asked the rep. to have someone contact me and fix the mistake TurboTax caused and/or to please make a note in my file to have someone fix this. as of right now, no one has gotten back to me yet. In the meantime, I had to come up with the funds and ended up overpaying on the Federal and State taxes due to the IRS. I tried to contact TT and it is almost impossible to get help. This is ridiculous!!

Re: TurboTax miscalculated my taxable income as adjusted gross income and resulting in higher Federal and State payment

VolvoGirl — Thu, 17 Apr 2025 19:09:59 GMT

What did the IRS change on your return? Do you get Social Security? That’s a common thing they are changing this year.

There is a new question this year asking if you lived in a foreign place. People have been answering it wrong or skipping it. Go back through the Social Security entries.

You can go back into your tax return but be very careful not to change anything. Click on Add a State to let you back into your return. You should see this screen after you enter your Social Security and hit Continue. What is checked Yes or No?

Re: TurboTax miscalculated my taxable income as adjusted gross income and resulting in higher Federal and State payment

DoninGA — Thu, 17 Apr 2025 19:11:56 GMT

How do you know that the taxes owed was calculated on Line 11 for the AGI instead of Line 15 for the Taxable Income on the Federal tax return, Form 1040?

Re: TurboTax miscalculated my taxable income as adjusted gross income and resulting in higher Federal and State payment

laura90025 — Tue, 22 Apr 2025 18:52:29 GMT

I calculated the percentage (effective tax rate) for my tax bracket that was showing on the first page and the amount came out exactly to the AGI and not the taxable income amount.

Re: TurboTax miscalculated my taxable income as adjusted gross income and resulting in higher Federal and State payment

laura90025 — Tue, 22 Apr 2025 18:55:22 GMT

I need not see any change from IRS yet. No, I don't get social security. I skipped the foreign place question because it does not apply to me. Was I supposed to answer that? Thanks.

Re: TurboTax miscalculated my taxable income as adjusted gross income and resulting in higher Fed...

Vanessa A — Tue, 22 Apr 2025 19:00:06 GMT

No, if you do not have foreign income, then you would not need to answer that question.

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:

TurboTax Online:

Sign into your online account.
Locate the Tax Tools on the left-hand side of the screen.
A drop-down will appear. Select Tools
On the pop-up screen, click on “Share my file with agent.”
This will generate a message that a diagnostic file gets sanitized and transmitted to us.
Please provide the Token Number that was generated in the response.

TurboTax Desktop/Download Versions:

Open your return.
Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
This will generate a message that a diagnostic copy will be created. Click on OK and the tax file will be sanitized and transmitted to us.
Please provide the Token Number (including the dash) that was generated in the response.

*(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)

Re: TurboTax miscalculated my taxable income as adjusted gross income and resulting in higher Federal and State payment

VolvoGirl — Tue, 22 Apr 2025 19:14:10 GMT

The effective tax rate on the first page isn't used to calculate your actual tax.

Blog on Tax Bracket
https://turbotax.intuit.com/tax-tips/irs-tax-return/what-is-my-tax-bracket/L3Dtkab8G

See these posts for how the effective rate is calculated
https://ttlc.intuit.com/community/taxes/discussion/my-effective-tax-rate-on-the-cover-page-does-not-seem-correct-much-lower-than-my-total-tax-divided/00/3582501

https://ttlc.intuit.com/community/taxes/discussion/effective-tax-rate/00/3539800

Re: TurboTax miscalculated my taxable income as adjusted gross income and resulting in higher Federal and State payment

VolvoGirl — Tue, 22 Apr 2025 19:17:23 GMT

Are you using the Online version or the Desktop program? Do you have any dividends or capital gains?

There are like 7 different ways to calculate the tax.
Even though the full amount shows up in the total income on the 1040 line 7, if you have capital gains or qualified dividends the tax is not taken from the tax table but is calculated separately from Schedule D. The tax will be calculated on the Qualified Dividends and Capital Gain Tax Worksheet. It does not get filed with your return. In the online version you need to save your return as a pdf file and include all the worksheets to see it.

Re: TurboTax miscalculated my taxable income as adjusted gross income and resulting in higher Fed...

laura90025 — Thu, 01 May 2025 21:46:00 GMT

I do not have the black bar.

Re: TurboTax miscalculated my taxable income as adjusted gross income and resulting in higher Fed...

RobertB4444 — Thu, 01 May 2025 21:51:36 GMT

What black bar are you looking for?

@laura90025

Re: TurboTax miscalculated my taxable income as adjusted gross income and resulting in higher Fed...

laura90025 — Thu, 01 May 2025 21:54:42 GMT

I am still trying get a copy to you but I am not able to find the black bar and online copy to send you. I really would appreciate someone looking into this as I feel that I have overpaid on my taxes. Thank you.

Re: TurboTax miscalculated my taxable income as adjusted gross income and resulting in higher Fed...

laura90025 — Thu, 01 May 2025 21:56:20 GMT

I am referring to this:

TurboTax Desktop/Download Versions:

Open your return.
Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
This will generate a message that a diagnostic copy will be created. Click on OK and the tax file will be sanitized and transmitted to us.

Re: TurboTax miscalculated my taxable income as adjusted gross income and resulting in higher Fed...

RobertB4444 — Thu, 01 May 2025 21:58:37 GMT

It is not a black bar. These are the instructions @VanessaA gave to you above-

TurboTax Online:

Sign into your online account.
Locate the Tax Tools on the left-hand side of the screen.
A drop-down will appear. Select Tools
On the pop-up screen, click on “Share my file with agent.”
This will generate a message that a diagnostic file gets sanitized and transmitted to us.
Please provide the Token Number that was generated in the response.

There is no black bar involved.

Your other option is to have a TurboTax professional review your return. You can request that through TurboTax live in your TurboTax account.

@laura90025

Re: TurboTax miscalculated my taxable income as adjusted gross income and resulting in higher Fed...

VolvoGirl — Thu, 01 May 2025 22:02:48 GMT

Are you using the Desktop program? On Windows or Mac? For Mac look under Help.

For Windows,

1. Open your return.

2. Click Online and select "Send Tax File to Agent".

3. This will generate a message that a diagnostic copy will be created. Click on OK, the tax file gets sanitized and transmitted to us.

4. Please provide the Token Number that was generated onto a response

Re: TurboTax miscalculated my taxable income as adjusted gross income and resulting in higher Fed...

laura90025 — Thu, 01 May 2025 22:08:32 GMT

I am using a desktop. Thanks. Let me try that.

Re: TurboTax miscalculated my taxable income as adjusted gross income and resulting in higher Fed...

laura90025 — Thu, 01 May 2025 22:10:41 GMT

I don't have "open return" option. My taxes are already filed on April 2, 2025.

Re: TurboTax miscalculated my taxable income as adjusted gross income and resulting in higher Fed...

VolvoGirl — Thu, 01 May 2025 22:16:21 GMT

Is your tax return open in the program? If not go up to File-Open Tax Return. You didn’t say if you are on Windows or Mac.

Re: TurboTax miscalculated my taxable income as adjusted gross income and resulting in higher Fed...

laura90025 — Thu, 01 May 2025 22:20:53 GMT

I am using a desktop. HP laptop. On my left, I only have

Home

Documents

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Intuit Account

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Re: TurboTax miscalculated my taxable income as adjusted gross income and resulting in higher Fed...

laura90025 — Thu, 01 May 2025 22:23:18 GMT

These are the options:

Amend (change) return

Download/print return (PDF)

My Docs

Smart Insights™

View adjusted gross income (AGI)

View order details

View efile details

Download .tax file

Re: TurboTax miscalculated my taxable income as adjusted gross income and resulting in higher Fed...

VolvoGirl — Thu, 01 May 2025 22:24:47 GMT

Oh then you are not using the Turbo Tax Desktop program installed on your computer. You are in the Online version.

Do you see Add a State anywhere? That will let you back into your return. Then…..

TurboTax Online

1. Sign into your online account and select Take me to my return

2. Locate the Tax Tools on the left hand side of the screen.

3. A Drop down will appear. Click on Tools, then Share my file with agent.

5. This will generate a message that a diagnostic copy will be created. Click on OK, the tax file gets sanitized and transmitted to us.

6. Please provide the Token Number that was generated onto a response and we will give it to the moderator.