topic Louisiana State tax glitch in Turbo Tax in Get your taxes done using TurboTax

Louisiana State tax glitch in Turbo Tax

dandbward — Thu, 19 Mar 2020 20:51:09 GMT

For three years in a row, TurboTax Louisiana State Tax program has not properly entered the Military Retirement on the Louisiana form properly, and thus the taxable income is incorrect and the tax owed is incorrect. This necessitates the user (me) to go into forms, find the proper place to enter the amount and where to enter my retirement date so it registers on the return. I have pointed this out three years in a row now, and Intuit/TurboTax has neither responded to me nor fixed the problem for the next year. I advise you get your software folks to fix it before next year.

Re: Louisiana State tax glitch in Turbo Tax

Kat — Fri, 20 Mar 2020 03:35:19 GMT

Thank you for your feedback. I'm not a TurboTax employee; I'm a user like you (and a proud Louisiana native).

I'll once again share your feedback with TurboTax Moderators for their review and investigation.

*Please click the thumbs-up icon if this response was helpful.
**Please click "Mark As Best Answer" if your question has been resolved. Thank you.

Re: Louisiana State tax glitch in Turbo Tax

GabiU — Mon, 23 Mar 2020 18:26:56 GMT

#4301619

I'd like to thank you for reaching out at reporting this product issue you experienced, & thanks @Kat for reaching out to us!

In order to help us further investigate...would you be willing to send us a 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:

1. Click into 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.

Thank you! I hope to hear from you soon.

GabiU

Re: Louisiana State tax glitch in Turbo Tax

pblaufuss — Thu, 26 Mar 2020 18:08:33 GMT

How do I correct the glitch in the program?

Re: Louisiana State tax glitch in Turbo Tax

GabiU — Wed, 01 Apr 2020 17:59:46 GMT

Follow the instructions above to submit to us a testing file. We will use that to research the specific issue and pass it onto our product team for further investigation.

Re: Louisiana State tax glitch in Turbo Tax

buzzkillean — Thu, 09 Apr 2020 01:22:09 GMT

Same here, Louisiana does NOT tax military retirement. Your state software is supposed to remove this amount but DOES NOT and forces users to fix this manually......Pull your heads out of your asses and get your **bleep** together.......Strongly considering moving to H&R block.

Re: Louisiana State tax glitch in Turbo Tax

SDK- — Sat, 18 Feb 2023 02:32:53 GMT

I haven’t had that problem in the past, but I did this year. It listed the military retirement but carried a “0” in the amount blank. I had already transmitted return to the state, so had to file an amended return (which I typed in myself). It angers me that you brought this to their attention many years in a row & they still haven’t fixed it. May have to use a different brand of software next year. Can’t find a way to contact them except by calling & I don’t want to be put on hold for hours. Glad to know I’m not the only one.

Re: Louisiana State tax glitch in Turbo Tax

PattiF — Sat, 18 Feb 2023 13:54:27 GMT

Please send a diagnostic copy of your tax return to TurboTax so they can investigate this problem. In the diagnostic copy, all SSN, names, addresses, and other personal info will be replaced with generic info.

For TurboTax Online, click the dropdown arrow next to Tax Tools on the left menu panel, then click Tools under that. On the Tools Center pop-up, select Share my file with Agent. When you confirm the request, you will get a box with a token number. Reply with the token number and I’ll be able to open a TurboTax tax return with your numbers but not your personal information.

For TurboTax Download/CD, on your menu bar at the very top, click “Online” and then “Send Tax File to Agent”. When you click to send, you will get a pop-up with the token number.

@SDK-

Re: Louisiana State tax glitch in Turbo Tax

Tmiller85 — Sun, 19 Feb 2023 01:11:29 GMT

Trying to file my taxes and my Louisiana State return has my military retirement at $0 for non taxable

Re: Louisiana State tax glitch in Turbo Tax

SDK- — Sun, 19 Feb 2023 02:36:19 GMT

If your military retirement income is listed on Schedule E as “0”, that means it is showing zero is your total exemption. In other words, the program is charging you state income tax on the whole amount. This is wrong. Your total military retirement amount should be “exempt” & you should pay no tax on it.

Re: Louisiana State tax glitch in Turbo Tax

pblaufuss — Mon, 20 Feb 2023 20:49:25 GMT

I have tried to tell you this for he past 2 years.Hopefully this will soon be corrected without your call. Thank you for ther notice.

Re: Louisiana State tax glitch in Turbo Tax

SDK- — Mon, 20 Feb 2023 20:58:54 GMT

Yes I know this was brought to their attention a few years ago, but it is still a problem. Not trying to step on toes, just trying to get them to correct their program. Thanks

Re: Louisiana State tax glitch in Turbo Tax

DiVe1 — Sat, 25 Feb 2023 22:22:37 GMT

My Louisiana teacher's retirement is not pulling as state tax exempt. Turbo tax is showing that I owe state tax and I do not.

Re: Louisiana State tax glitch in Turbo Tax

SDK- — Sun, 26 Feb 2023 01:36:53 GMT

I’m not the only one who contacted them about this error, but they not heard from them. They charged me the fee for my state taxes but it’s incorrect. Make sure you contact them & let them know.

Re: Louisiana State tax glitch in Turbo Tax

ErnieS0 — Sun, 26 Feb 2023 02:01:13 GMT

TurboTax will exempt your retirement if there is an amount in Form 1099-R Box 16 - State Distribution Amt.

Here's how to enter to adjust your Form 1099-R in TurboTax:

Type 1099-r in Search in the upper right
Select Jump to 1099-r
On "Here's your 1099-R info" tap Edit next to your teacher's pension

@DiVe1

Re: Louisiana State tax glitch in Turbo Tax

Bluemoon1 — Sat, 16 Mar 2024 19:59:03 GMT

So we are having this problem for second year in a row. The forms have 0 for Box 16. You are suggesting just putting the numbers in on TT where there are none on the form…? Could there be such an ongoing problem with TT that has not been corrected? I won’t use this program again

Re: Louisiana State tax glitch in Turbo Tax

AmyC — Mon, 18 Mar 2024 23:22:23 GMT

You can enter the exclusion in the LA program. When the program asks, Any Other Income Exclusions? You will see your 1099-R federal income showing and you can use the drop down box. The income is then excluded with no further action required.

@Bluemoon1 You are posting on an old thread, this is handled easily. Thank you for your service!

Re: Louisiana State tax glitch in Turbo Tax

Booger1989 — Tue, 29 Apr 2025 19:05:30 GMT

Yes I struggle every year with TT. Saying I owe La tax and I don't. Same now in 2025. I have no clue where or how to fix this. The only fix i know is to not use TT. If they don't give a $h!t why should I give them a penny.

Re: Louisiana State tax glitch in Turbo Tax

RobertB4444 — Tue, 29 Apr 2025 20:23:44 GMT

Please see the screenshot from @AmyC above. This is an easy problem to get around. Just use the drop down menu to select that your income is Federal Retirement income and you should be all set.

@Booger1989

Re: Louisiana State tax glitch in Turbo Tax

Booger1989 — Wed, 30 Apr 2025 19:21:11 GMT

Thank you, but I never got that pull down for those options. I went back thru state several times and even started over. However for some reason any changes I tried to make did not take and starting over did not help as TT just carried over the same info. I encountered several ,what I'd call "glitches".

I had state correct with "0" owed and I accidently deleted. When I went back it was now totaly different questions and said I owed $400. Lol

I think I need to use a different program to many glitches, to many peep having issues.