I have multiple K-1s as a limited partner. I use Step-by-Step, fill in K-1 figures in desktop Turbotax, and have never had a problem. This year for my 2024 return, I got an error in the final check. It led to the Form 3800 worksheet carryover section, showing two entries with just "passive" and an amount and red lines asking for identifying information for each. The amounts that end up in this credit in Schedule 3 are always from line 18 of my K-1s, Medicare and Social Security payments the business made on employee tips. Other than these two mystery amounts, Form 3800 shows the total of line 18 of my three K-1s for 2024. If I ever got a 3800 worksheet before, Turbotax handled it entirely beyond my ken. I called and spoke to an agent who said the error was generated by the program and the figures should not be a mistake. However, neither figure comports with anything on a K-1 I have for the past few years. I have at least one instance where I see the amount in line 18 (nowhere close to the total of the two figures in the error, which also implies they came from different K-1s) did not transfer, and that year line 1 was a big loss in the business's first (partial) year of operation. Yet this year, the K-1 has a tiny loss and the amount on line 18 transfers. I have no knowledge of the information Turbotax wants. If it generates these amounts, it ought to have the information it asks from me stored within the program. Otherwise, I'm pulling it from somewhere in my lower anatomy. I'm paying Turbotax to do this kind of thing for me.
