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Level 1
posted Mar 11, 2023 11:37:28 AM

TurboTax incorrect calculation of line 23 of Schedule H for any filers reside in California, Connecticut, Illinois, New York (credit reduction state).

For anyone who is filing schedule H in California, Connecticut, Illinois, New York in 2022, Turbo tax will not calculate your line 23 correctly because it won't apply the 0.003 factor.  This will result in owing tax and risk in audit.  there is another post detailing the issue but Turbo tax is not fixing it after it was raised a month ago.  Read page 12 of the schedule H instruction here: https://www.irs.gov/pub/irs-pdf/i1040sh.pdf.  TT will not apply the change in this worksheet on its online version.  The reason, my best guess, is that TT is using a dated list of credit reduction state (which only contain VI in 2020).

1 4 680
4 Replies
Level 10
Mar 23, 2023 12:04:25 AM

@kzabc 

 

https://turbotax.intuit.com/tax-tips/irs-tax-forms/what-is-schedule-h-household-employment-taxes/L7XtQ5v0d

Your tax return must include Schedule H only if you pay any single employee at least $2,400 in the 2022 tax year, or cash wages to all household employees totaling $1,000 or more during any three-month calendar quarter during either the current or previous tax year. Although you're not required to withhold federal income tax from a household employee's wages, you must file Schedule H if you do withhold tax for an employee who requests it.

 

Did you read this?

I don't have access but, please confirm that you read that link in full and still don't believe it's working and I will try to get you assistance.

Did you contact TT support? https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US

Level 4
Mar 26, 2023 11:11:13 PM

thanks for the heads up...

I just tried to file my taxes both the Fed and CA got rejected.  any update on this issue?   here is the message i got:

 

FED - There is an issue related to Schedule H, Household Employee Taxes.  A Software update to resolve this problem is scheduled for release on April 7, 2023.  

 

CA - no message

Expert Alumni
Apr 8, 2023 1:37:34 PM

You are correct.  There should have been a TurboTax update on or about 4/7/2023 that would have corrected your experience to include the .3% credit reduction for Credit Reduction States' household employers.   Go back through the "Household Employer" topic in the "Other Tax Situations" section and verify/re-enter as needed.  

Level 4
Apr 8, 2023 1:38:56 PM

3rd is a charm.  resubmitted again last night and it went thru (accepted)