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Level 2
April 15, 2024
Question

2023 VA State Form 760C is not populating with data

  • April 15, 2024
  • 1 reply
  • 0 views

I have  been on phone with 4 Turbo Tax agents today and none could help me.   Got notice that instead of refund I owed money to Va State.   It is linked to IRA Rollover done late in year.   Form 2210 on Federal handles this situation properly.   For 2022 taxes, Turbo Tax populated from 760 C with information and I owed no penalty.   this year Turbo tax leaves 90% of form blank and this is likely what caused me to receive penalty from VA State.   Two agents disconnected me.   One transferred me supposedly, the last said he was going to investigate further and call me back tomorrow.   Yeah, that will be a surprise.   Anyone else having issues?

    1 reply

    mjkmjkmjkAuthor
    Level 2
    April 21, 2024

    Spent another day trying to get this resolved.   NO HELP.   Agent tried to help but she could not figure out what was happening.   Tried to get assistance up the line but no responsed except one for me to basically clear out everything on my computer and re install it.   I did some of it and took me hours to get my computer working again.   I installed Turbo Tax on a second computer.   Still having issue.   Also supposed to get email that will give you link to this post....guess what...that does not work either.   Think I will try HR BLock next year.   Second year they have been no help.   2017 was a mess now 2023.   Looked over the 760C from 2022, it was filled out but what they did does not appear to follow the instructions put out by the state of Virginia.   

    mjkmjkmjkAuthor
    Level 2
    April 23, 2024

    Case # [number removed]

    Level 15
    April 23, 2024

    It sounds like you may have answered the questions about annualizing your income under the federal return, but not the state return. Since you have filed this return already, the letter is the important part now. 

     

    Because you have received a letter from your state Department of Revenue, you can use the Audit Support Center to look into this issue for you. Follow this link for more. 

     

    You can also file an Accuracy claim and have the return examined that way. Follow this link for more about that. 

     

     

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