They are ALL wrong! Here's the problem:
Although the Forms view in Turbotax (as well as the actual IRS Form 8936) specifies alphabetic codes to be entered in Line 5 for the Filing Status selected from the table, Turbotax only allows numeric values in the field for Line 5.
For example, if my Filing Status is Married Filing Jointly, the 8936 form specifies that a code of "MFJ" be entered in Line 5. Turbotax, however, has a different set of codes, which are all numeric that it enters in Line 5. These codes can only be seen by clicking on the dropdown list on the box for Line 5, which is only visible for a User working inside the Turbotax program. The value that Turbotax enters for Married Filing Jointly is "2".
The problem is that these numeric codes that Turbotax uses have no relation to the alpha codes that the IRS form specifies, and the numeric codes can only be accessed within Turbotax. Any auditor at the IRS looking at the entry for Line 5 would be totally confused as to what this means, since the numeric values do not appear anywhere in the IRS documentation.
Although the correct Filing Status could easily be obtained by looking elsewhere on Form 1040, it does not seem to be good practice to make it more difficult for an IRS auditor by expecting him/her to search elsewhere on the tax return to find the correct information, when it seems like a fairly simple fix to change the codes used for each Filing Status to the correct ones.
By the way, I actually dealt with this in a separate thread where another Turbotax agent AnnetteB6 said that "As long as the corresponding MAGI limits for the 2023 filing status are applied correctly in the subsequent sections of the form, then there is nothing for Turbotax to fix." I don't find this response satisfactory, since at the least this could create confusion for an IRS auditor, which doesn't seem like a very good idea. Since this is nearly April 15, we could perhaps live with this for this year, but it seems to me that at least correcting this for the next tax year could avoid potential problems later on.
