I completed my 2021 Federal and CA State return yesterday and printed off. Today I opened Turbotax today (8/4/2022) and it updated the CA software (I am running Home and Business DESKTOP).
I got a big surprise as my CA return changed from significant CA refund to now owing CA taxes. What is going on with Turbotax making changes in August? When I look through the CA return it looks like the changes come from updates to differences between Federal and CA depreciation in schedule E for rental properties. Seems odd the changes happen in August.
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Always print a copy of your completed tax return for your records, and review it carefully before e-Filing.
You will need it if you are audited by the IRS , or to amend if a TurboTax update changes your return or for any other reason,
AND, to find your AGI next year.
I called turbotax support and the agent was unaware of any updates. There was a significant update of the CA software today (took several minutes to download). Agent said no free support for the DESKTOP version. Seems very poor customer service. So odd that they are making significant changes in August when most people have filed. Anyone else had issues with CA software update on schedule E?
When was the prior time that you ran an update?
Once you have filed successfully … you can shut off the auto updater function and then save the return & .taxfile.
It's always a good idea to make a backup copy of your tax data file, in case your original gets lost or corrupted. Here's how:
If you make changes to your original tax return file, repeat these steps to ensure your original and backup copies are in-synch.
AND save it as a PDF so you have access to a copy even if you don’t have the program still installed and operational :
AND protect the files :
*** Other clues to the downloaded program ***
In the forms mode ... double click or right click on a box on a form to data source it ... sadly it doesn't work on all boxes.
Thanks for the suggestions. I called turbotax support and the agent was unaware of any updates. Suggested i needed to pay for help with my return (big change for from a few years ago). Have saved a copy and reprinted return with the changes. Found that it was changes to CA depreciation. Just amazing they are making significant updtes in August - which implies lots of people that have already filed have errors in their returns.
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