Glitch/ bug found in TurboTax program line 12b, no real help

[ChrisG2021]

The TurboTax updates do not fix all of line 12b issues (if there was even an update to fix the issue(s)).

I am using Turbo Tax Premier.  I’ve been purchasing Turbo Tax (TT) at a store every year since 2005.   That is 17 years.  I am taking  the itemized deduction even though the standard deduction is at a slightly higher amount.  I am doing this because my combined federal and state taxes are lower.  My state accepts the itemized deductions from schedule A and it lowers my state taxes and effectively both taxes.  So I am itemizing for both the federal and state.  The TT program would identify an error on the 1040 SR wks line 12b, I would correct the error by deleting the $600 and TT would indicate that the error has been corrected.  However, TT would re-populate the $600 in two occasions. 

• When I recheck my state return  (the line 12b problem occurs and I would have to fix it again, TT temporarily fixes the problem) and
•  When I am wrapping everything up all federal and state taxes, this is what the following screen shows
1. Done with states, ---- this is ok
2. Let’s make sure things are correct ----this is ok
3. Give us a minute to look things over ---- this is ok  
4. Tax Summary for 2021 (at this point it has already re-populate the $600 – because my federal taxes are lowered by $200) ---- the error returns
5.  Let’s check these entries (this is the error screen showing the S600 on 1040 SR wks on line 12b) --- the same darn error occurs

In other words, Turbo Tax program keeps adding the $600 on the 1040 SR wks line 12b.

My Turbo Tax is up to date as  of March 20, 2022 at 3:45pm.   

Turbo Tax customer service folks are nice people but they mostly take notes, run through basic computer checks, sends you surveys and then closes the ticket. 

Reporting this issue to someone responsible for software issues at Turbo Tax is impossible.

[AnnetteB6]

Thank you for sharing your experience here.  I was able to replicate your situation in a test return.  However, before submitting this for review by the development team, it is useful to have an actual customer tax file and to know what version of TurboTax you are using (Online, CD/downloaded; Deluxe, Premier, etc.).  

If you would be willing to share a diagnostic copy of your tax file, it could be helpful.  The diagnostic file will not contain personal identifiable information, only numbers related to your tax forms.

To do so, follow the instructions below and post the token number along with which version of TurboTax you are using in a follow-up thread.

Use these steps if you are using TurboTax Online:

• Sign in to your account and be sure you are in your tax return.
• Select Tax Tools in the menu to the left.
• Select Tools.
• Select Share my file with agent.
• A pop-up message will appear, select OK to send the sanitized diagnostic copy to us.
• Post the token number here. 

If you are using a CD/downloaded version of TurboTax, use these steps:

• Select Online at the top of the screen.
• Select Send Tax File to Agent.
• Click OK.
• Post the token number here.

Even though the intention is to submit this information so that the issue can be addressed, there is no timeline for when that may happen.  In order to file your return with the correct information, you can proceed after the Final Review step where you change the line 12a amount to 'blank'.  Just be sure that you do not revisit any other section of your return before you file or the change may not be retained.

[ChrisG2021]

Annette B6 -  

I am using TurboTax Premier.  Throughout this process, I am repeating myself on things that I've already stated or verbally informed TurboTax customer service folks.  

I am NOT willing to share my diagnostic file because (1) you were able to replicate the same problem and (2) Other users have the same issue from one or more similar wording threads in this complicated combined TurboTax Mint and other programs chat system. 

What are they going to learn from my diagnostics? 

I hope you are correct that the change does not occur just before I e-file my returns. 

Again, there must be a better mechanism in place to report and resolve these issues.  

Chris