Iowa State Tax Info Incorrectly Transferred from Federal Tax Input

[2tennpalmers]

I'm filing an Iowa state tax form that has information transferred from my federal form.  When moving from the Federal form to the State form, TurboTax did not allow me to verify / edit the information that was transferred.  It only provided a popup with a "seal" that stated the the transfer was 100% guaranteed to be correct.  It wasn't correct.  It did not recognize which parts of my income were attributable to Iowa sources, and it calculated that I was due an $1800 refund.  That was odd because I had only paid $900 in Iowa Estimated Taxes.  Maybe it assumed that since I am a non-resident of Iowa none of my income is from Iowa sources.  Anyway, I discovered that if I manually pulled down File > Prepare Iowa then as part of the EasyStep process I was asked to indicate which elements of income were from Iowa sources.  As a result, TurboTax recalculated that my refund due from Iowa is $490.  I hope that calculation is correct; TurboTax has not instilled a lot of confidence that it is.  

[SteamTrain]

I'm not sure what you did, or how you could possibly have missed the state interview.   NO the tax software cannot automatically know the gory details of your  exact situation...but it "tries" to lead you thru the process to get it right.

............but even when the data transfers from Federal, you have to make sure you step thru every page of the state interview, for every state you are filing...even your own state (if it has an income tax)......because...YES, the income details for the state can be different from the Federal and may need adjustment, as you found out.  The Desktop software has tabs at the top of the page...one says "State Taxes"   when you click on that, the software prompts you to work on what ever state you need to deal with....or even Get Another State, if the state you need to work on isn't shown.

[2tennpalmers]

I assure y'all that I did nothing weird.  When I clicked on the State tab I was told that all of my info had transferred correctly and I was directed to the steps for calculating my tax refund.  I was never directed to the interview process.  Even if I had done something weird the software should have directed me to the interview process before telling me that my refund exceeded my estimated tax payments.  

Maybe things don't work so well on the Mac version.  

[SteamTrain]

Yeah...MAC and Windows versions are fairly close in how they proceed, but there are some flow differences that only folks experts on both systems could describe.  Perhaps this is a problematic flow problem for MACs.   I'm all into Windows....no MACs.