Hi - I posted this issue a few years ago and was unable to find an answer. I think it is a hard bug in the software. Why isn't it fixed already? I ended up having to file the MA return on the MA Tax Connector website in order to take the Research Credit carryover. Again this year (2025), I am unable to use the Research Credit carryforward. Here is the issue...
I will not have a 2025 Research Credit, but I do have Research Credit carryovers from prior years that I want to use for 2025. I enter the prior years' credits on Schedule CMS. In the last row that I enter, the 1a field "Credit Type" turns red. The error shows as "Credit type Schedule RC should be completed to claim the Research Credit since credit type REARCH and related credit information has to be entered on Schedule CMS". Sooo I open the Schedule RC, put all 0s, but this does not work. The field is still red and shows the error.
I have tried entering numbers in the different fields on Sch RC. I have tried combining all years carryovers (2016-2022) and entering just one row in Schedule CMS. I have tried deleting both forms, then adding the Schedule RC first, entering 0s, then adding Schedule CMS. Nothing has worked. I asked AI and tried all their suggestions...nothing has worked.
Has anyone run into this and is there a workaround? Or am I going to have to reenter all the information to MA Tax Connector and file that way. Thanks for any help. PS This is Turbotax Desktop.
