topic Re: Incorrect deductions transferred to State return in State tax filing

Incorrect deductions transferred to State return

Anonymous — Tue, 10 Mar 2026 04:52:46 GMT

Has anyone experienced issues with TurboTax transferring an incorrect amount of deductions from your Federal Return to your State return?

I received a notice from my state department of revenue and as I gathered the documents requested, I was reviewing my state return. I noticed that the itemized deductions were more than double those on my federal return. I even printed a state return and hand calculated and I can't seem to figure out how TurboTax transferred the numbers that made it to my state return.

I called and because I didn't purchased Audit protection was told they can't help me. However, I feel that this is an error by TurboTax and now they are unwilling to help. Been a customer for 10+ years by this will probably be my last.

Re: Incorrect deductions transferred to State return

SteamTrain — Thu, 12 May 2022 10:40:48 GMT

@Anonymous

You need to indicate which state was involved...Kind of hard for anyone to comment without that information.

Then someone with some knowledge of that state's software might be able to guide you.

I only know that NC software had some significant errors for charity deduction transferred to the state software during the first two months of 2022.

Re: Incorrect deductions transferred to State return

Anonymous — Thu, 12 May 2022 11:00:01 GMT

@SteamTrain

Yes, it is North Carolina and I originally filed my return in late February.

Re: Incorrect deductions transferred to State return

SteamTrain — Thu, 12 May 2022 13:23:16 GMT

@Anonymous

Ok, for NC...follow this thread to one of the 24 February posts that shows the notification that the NC software would be corrected/updated on 25 Feb:

Solved: charitable deduction carryover error in North Caro... - Page 2 (intuit.com)

____________________________________________________________________

But, the fix had to be followed carefully.....What happened was that for anyone who started their NC software section before 25 Feb, the software transferred the entire $$ Value of their 2020 charitable contributions, and entered them in the NC software as Charitable carryover deductions for 2021 NC taxes. The Whole Amount of all 2020 charitable deductions, even if they used Std Ded for 2020 NC taxes.

Now the fix was only partial. Anyone who started their NC software section after 25 Feb, their charitable carryovers were set properly at $0 (unless they had a true carryover). For anyone who started their NC section before 25 Feb, they needed to either 1) Delete the entire NC section, and start the NC part over, or 2) carefully go into the NC software section and zero-out that Charitable carryover value. If a value was there, you had to actually change it to a zero....just blanking the entry wouldn't work. And there was a checkbox that required you to check it to confirm that the carryover value listed was correct....it wouldn't proceed to let you e-file until if you hadn't already checked that box on the page with the NC charitable contributions carryover.

Now, e-filing for NC was blocked entirely until after 28 Feb, but those who printed and mail-filed NC on 24 Feb, or before that, would not have known that they had a chance to fix it....or realized there was an error there in the first place.