turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

ajs
Level 3

Is TurboTax handling of Kansas Schedule S line B20 broken?

New in 2024, Kansas does not tax SS benefits. We have a federally taxable amount greater than our unrelated Kansas source income. Schedule S line A9 correctly shows the SS taxable amount, carries it to the bottom of part A, but then uses it at line B20 to cancel the KS income completely, resulting in a non-resident result of 0% => no tax due. That seems wrong. Line B20 says: Enter the net modifications from Schedule S, Part A that are applicable to Kansas source income The question is whether KS-exempt SS amounts are applicable to KS-source income! Nothing I can find by web-searching answers that question.
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

3 Replies
KeshaH
Employee Tax Expert

Is TurboTax handling of Kansas Schedule S line B20 broken?

We can look at your return and see exactly what you see to help come to a resolution. If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps:

  • Click on Online in the top menu of TurboTax Desktop for Windows
  • Select 'Send Tax File to Agent'
  • Write down or send an image of your token number and state then place in this issue.
  • We can then review your exact scenario for a solution
  • Please be sure to tell us any states included in the return. This is necessary for us to view the return.
ajs
Level 3

Is TurboTax handling of Kansas Schedule S line B20 broken?

Thanks for the fast, friendly, but wrong answer.  No I'm not going to send you all a copy of my return so you can dink around with the numbers before actually reading what I wrote and THINKING ABOUT the core question -- which is about revised Kansas tax law -- which I'm trusting you to get right on my behalf.

 

You don't need to see my return to just follow what I'm telling you:  A9 appropriately shows federal taxable SS benefits that are carried through down to a large negative number in B20, which wipes out the smaller KS source income in B19, resulting in no tax due.  The key words are as stated above about how B20 is supposed to work.

Please have an Intuit tax expert check whether KS law now allows non-KS (SS or other) adjustments to wipe out KS source income completely, or if your program is behaving wrongly and misinterpreting how B20 is supposed to work. I'd either like it fixed if broken, or else confirmation it's working correctly ACCORDING TO KS LAW and we won't be audited or fined due to trusting TT. Thanks.

 

PS: The new requirement to not only log in to post here, that's OK, but having to receive and copy a verification code out of email first, is very annoying and in the long run will cause me and other people to give up on using this service.

ajs
Level 3

Is TurboTax handling of Kansas Schedule S line B20 broken?

Never mind. Hearing nothing further from you all, and not getting an answer through the Kansas chat feature with a live agent because they didn't understand the question, today I called in and waited and did get a live agent on the phone who did understand the question, and confirmed that yes, they have seen this before, unrelated deductions on schedule S part A can in fact wipe out part B line 19 Kansas income completely to where you must file as non-resident, but owe $0. So TurboTax did get it right, whew. 

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question