Schedule OSC (Credit for Tax paid to another state)
Summary: TurboTax does not seem to calculate the allowed CREDIT correctly in some cases.
Narrative:
I completed my filing for VA with income from MD using the guided method and select "Who is filing credit?" as Jointly. TT passed it's review and filed e-filed. The State of VA notified me of an error and provided me an updated calculation.
After some investigation, I discovered by cycling the "Who is filing credit?" from Joint to BLANK and back to Joint. TT would recalculate the credit (which was in agreement with the State of VA).
I have uploaded my return as Token 1214097 and screen shot attached.
Note: This error is also reproducible in the Forms mode.
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When you change between blank, each spouse, joint, it moves the ratio of tax and changes the liability. I am not having this issue of changing from joint to blank to joint.
Since you did, TurboTax has a special phone number for help with IRS/state tax letters, which will be easier than going through regular Customer Support. Follow these steps:
See How to submit documentation for accuracy guarantee claims
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