New Jersey Software Bug 1099-R

Forum|Forum|4 years ago
February 6, 2022
2 replies
27 views

Entered a 1099-R only for spouse on Federal. New Jersey return indicates a 1099-R for spouse and another one for me - not correct! Please fix bug.

Trying to inform TT of a bug in their software is made nearly impossible.

TurboTax Self Employed Online

LenaH

Employee Tax Expert

Please ensure that there is only one 1099-R entered on your federal return.

I did a mock-up New Jersey return and could not replicate your problem. As you can see from the image attached, there was one pension entered for the husband on the federal side and only one is showing on the New Jersey return. Where are you seeing a duplication of retirement income?

If you are still getting an error, it would be helpful to have a TurboTax ".tax2021" file that is experiencing this issue.

You can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions: Go to the black panel on the left side of your program and select Tax Tools.

Then select Tools below Tax Tools.
A window will pop up which says Tools Center.
On this screen, select Share my file with Agent.
You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number.
Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.

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FuzznutsAuthor

Level 2

Oops, I initially replied by email.

Token [removed]. I confirmed there is only one 1099-R on Fed for Sandra but NJ shows one for Sandra (correct) and another one for Brian in the same amount for Brian (incorrect – never input in Fed).

Attachments show just one 1099-R entry in Fed for Sandra, yet state shows one for Sandra (correct) and Brian (incorrect)

Thank you. I am unable to file NJ state with this bug.

ErnieS0

Level 15

Is it possible you entered a pension by mistake under your name first and then deleted it?

You don't say whether you are using TurboTax Online or CD/Desktop.

If you are using Online

Click Tax Tools in the left column
Click Tools
Select Delete a Form in Tools Center
Scroll down to the New Jersey section
Find Pensions Wks-TP is you are listed first or Pensions Wks-SP if your wife is first on the return and Delete
Click Continue With My Return in the lower right

In TurboTax CD\Desktop

Select Forms in the upper right
In the left column find the appropriate Pensions Wks and delete
Click Step-by-step at the top right (where Forms was) to go back

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FuzznutsAuthor

Level 2

It seems clear TT's intent is to suggest it's user error instead of accepting there's a bug in their program. Has my token even been opened by anyone to see for themselves? If not contact me and I'll step you through.

This bug is not fixed and won't be until someone takes responsibility.