Ma State Circuit Breaker Credit

[biker chuck]

the AGI for MA is $36k, $59k if SS is added, although not taxable. but turbo tax says the income exceeds $64k. 

[AmyC]

Unfortunately, the Sch CB, line 4 adds the nontaxed SS back in. Line 5 adds nontaxed pensions to your income. Please take a look at the actual form, Schedule CB so you can see how qualifying income is calculated.

Please preview your return.

• In desktop, switch to Forms Mode. 
• For online, see How do I preview my TurboTax Online return before filing?

@biker chuck 

[janetgan]

I got the same problem as you. 2024 turbotax premium.

[janetgan]

could you please share how you do that? Thanks a lot

[AmyC]

We'd love to help you complete your tax return, but need more information. Can you please clarify your question?

@janetgan 

[janetgan]

Hi, djmcbain

I use TurboTax premium 2024. When I do MA tax, go from Taxes and Credits, to Mass Credit section. First item is Senior circuit breaker credit,  Hit update button, the message said "you do not qualify for this credit because your MAGI exceeds the 109000 allowed to claim this credit". But My MAGI at MA form 1 line G is 31437.

This msg is not correct. TurboTax won't let me do it.

I want to manually create schedule CB to do this credit.

Thank you very much for your help.

Best

Janet

[LenaH]

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:

TurboTax Online:

1. Sign into your online account.
2. Locate the Tax Tools on the left-hand side of the screen.
3. A drop-down will appear. Select Tools
4. On the pop-up screen, click on “Share my file with agent.”
5. This will generate a message that a diagnostic file gets sanitized and transmitted to us.
6. Please provide the Token Number that was generated in the response.

TurboTax Desktop/Download Versions:

1. Open your return.
2. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
3. This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us.
4. Please provide the Token Number (including the dash) that was generated in the response.

*(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)

@janetgan