Charitable contributions deduction problems/errors

[despenla]

@SusanJR 

How can I open a case?

[despenla]

@mike s2 
Mike,

How did you open this case?

I would like to open a similar, parallel case.

[mike s2]

While logged in to Turbotax, I entered questions into the ? tab at the upper right corner.  Eventually if you say "that didn't help" to enough questions an option should appear for someone to call you back.  I did this a few times but have to say spent at least a few hours in total talking to people who tried to be helpful but didn't understand the topic.  They may want to share screens and look at your input which is useless in solving the issue and they can't see a return file if you pull it up.  

I would strongly suggest that you simply say that there is a similar case outstanding (INV 18814) and insist on speaking with Marty (last name not provided) a tax expert working on that investigation.  That's the best advise I can offer.  Maybe someone else has a different suggestion.

[despenla]

Thanks, Mike, for the advice and tips on how to get help with these issues.

After getting in to the details, I have also found errors were in the 2020 return that I did not notice last year.

Thanks for starting your thread.

I have started a second thread (Error in Calculation of Charitable Deduction Limits Worksheet) and am investigating even another problem which may lead to a third one.

Thanks for your help.

[despenla]

@RaifH 

This may be due to another case I opened last night (Error in Calculation of Charitable Deduction Limits Worksheet) where the current year deduction is not calculated properly if there is certain carry over data.

[despenla]

@RaifH 

Thanks for sharing these instructions, but they see to apply only to the online version.

Could you send the instructions on how to share from the downloaded version?

Thank you.

David

[despenla]

Is anyone other than Mike and me watching this thread?

Its been over two weeks with no attention to these issues.

[despenla]

Re: Charitable contributions deduction problems/errors 

Mike, 

I have continued studying this, since I am desperate and not getting any answers from TT :(

I believe the whole TT worksheet (Charitable Deduction Limits Worksheet for Carryover Contributions" which you displayed is incorrect, in that

(1) it does not match the IRS worksheet format and calculation in Pub 526.

(2) Pub 526 clearly states that this work sheet is NOT for use with carryover amounts from the prior year, as stated on page 17: "You can't use this worksheet if you have a carryover of a charitable contribution from an earlier year."  That worksheet is only for current year.  TT puts prior year numbers into the worksheet.

(3) TT seems to be calculating carryover to next year somewhere internally, and it is claiming too many deductions in my case, so that some are wasted and not deductible, since they exceed income.

Note that the order for use of carryover contributions is also clear in Pub 526, page 19: "For each category of contributions, you deduct carryover contributions only after deducting all allowable contributions in that category for the current year. If you have carryovers from 2 or more prior years, use the carryover from the earlier year first.

[medsmrc1]

I am having a similar problem.

TurboTax 2020 overcalculated the amount of allowable noncash charitable contributions on my 2020 return.  It gave me a much higher deduction than is allowed by IRS, so now I must file a 1040x to make the correction.  The program is not allowing it.

Can someone contact me to get this fixed.  I have uploaded the return information and it can be found under Token # 973439.  I don't have a lot of time to blog about this so a call would be prefered.  [phone number removed].

Thank you.

[despenla]

@medsmrc1 

That is exactly r ight and the same issue I am facing. It has been hard to get any attention. But I now have an open case on this topic. I will let you know

  Did you subscribe to the  audit coverage. If you did your chances are better in getting a response. I am relying on the 100% Accurate Guarantee and they are not highly responsive yet.

[medsmrc1]

I did subscribe to the audit coverage, but have not heard back.  It seems this could be a real problem for TurboTax customers if the IRS finds out.

[despenla]

Use this:

https://ttlc.intuit.com/community/charges-and-fees/help/how-do-i-submit-a-claim-under-the-turbotax-1...

[cmk27]

Yes, IRS reworked my return because 100% of DAF was credited by deluxe program. My refund ended up being 1/2 of what TT figured.  I haven't filed 1040x because IRS didn't request it. Not sure if I need to, not sure if I can use the figures IRS considers legit "per computer" corrected version of my 2020 1040.

Get it together TT!

[medsmrc1]

When I go to that site, it does not let me open a case unless I have received notice from the IRS of an error on the return. 

"If you have not yet received a notification from the IRS or another Taxing Authority, your situation is not covered under the Accuracy Guarantee Terms & Conditions. If you have questions about your situation, please click here to Contact Us."

When "click here" is selected it takes you to the website to sign in and then to a sight where you can pay another $199+ to signup for Live Assisted service.

It seems that they do not want to help me fix the error unless the IRS catches it.

[despenla]

Unfortunately you are right. They can and will find a way out of helping.

I did have a notice from the IRS, and did open a case.

However, since the IRS did not assess a fine, TT claimed there was nothing covered by the so-called Accuracy Guarantee.  Its actually a "No Fine Guarantee".  There were several errors, but those are not covered by the "Accuracy Guarantee" unless the IRS actually fines you.  In my case, it caused me to have more income than I should have and put me in a higher tax bracket, costing me.  THAT kind of error is not covered by the so-called Accuracy Guarantee.

It surely is not fair, but they have a tight case defined by lawyers.