topic is Turbotax working on the Missouri MO-A problem for public pension exclusion that is not flowing to the bottom line and to MO-1040? in State tax filing

is Turbotax working on the Missouri MO-A problem for public pension exclusion that is not flowing to the bottom line and to MO-1040?

Jimheinrich99 — Sun, 02 Feb 2025 17:18:04 GMT

Re: is Turbotax working on the Missouri MO-A problem for public pension exclusion that is not flo...

LenaH — Thu, 06 Feb 2025 13:40:58 GMT

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: is Turbotax working on the Missouri MO-A problem for public pension exclusion that is not flo...

Jimheinrich99 — Thu, 06 Feb 2025 14:57:44 GMT

I'm assuming this message is related to the second attempt at e-file my Missouri state return, which was rejected again. Only issue was with the MO-A and associated health worksheet. My wife has a social security benefit but not enough to cover medicare. Therefore, each year we send a lump-sum payment to CMS-Medicare. Your program does not accommodate this issue. I manually overrode the Missouri health insurance worksheet to plug in the lump-sum payment and to add our Medicare Advantage premium.

Re: is Turbotax working on the Missouri MO-A problem for public pension exclusion that is not flo...

CatinaT1 — Thu, 06 Feb 2025 15:07:59 GMT

Here is an FAQ: Why is Form MO-A Section D calculating incorrectly? You can sign up here for updates.