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Level 2
posted Jan 22, 2022 2:44:09 PM

How do I report this Charitable Contributions BUG???

When using TurboTax Deluxe for 2021 there is a strange bug associated with the Review tab.  After completing both my Federal and State tax returns, including the individual reviews with each of those returns (with No Errors!) and then continuing on to the Review tab (using the step-by-step method), the refund amount decreases with no explanation whatsoever.  By opening the forms view, the issue became obvious... on a tax return for a couple filing jointly, when a standard deduction is beings used in conjunction with the charitable deduction ($300 per filer, $600 total), the tax return enters the proper $600 deduction (which shows with no error). That is mysteriously changed to $300 in the Review tab's 2nd step.  The results are that the refund is decreased and the $300 (which was $600) in the forms view now shows up as an error (invalid amount entered in the field).

 

How in the world am I supposed to report this bug?  And... if it goes unreported, how in the world are the developers supposed to fix the bug???

3 55 9384
2 Best answers
Employee Tax Expert
Jan 24, 2022 10:06:39 AM

You can correct this by logging back into your TurboTax program and following the steps below.

  1. Click on the Federal Taxes tab.
  2. Select the Deductions & Credits tab.
  3. On the screen titled How do you want to enter your deductions and credits?, select I'll choose what I work on.
  4. Scroll down to Charitable Donations.
  5. Select Update to the right of Donations to Charity in 2021.
  6. You will see a screen titled Review All Your Charities.
  7. To the right of any deductions entered, select Delete to remove any input.
  8. You will then select Done with Charitable Donations.
  9. On the next page (Deductions), scroll down to the bottom and click on Done with Deductions.
  10. Proceed through the following screens until you pass the screen letting you know you are getting the Standard Deduction.  
  11. The next screen titled Charitable Cash Contributions under the Care Act will allow you to enter your charitable contributions for 2021.  Enter your total cash contributions on this screen and select Continue.

 

This will correct the issue and allow you to continue with your tax return. 

Level 2
Feb 1, 2022 12:54:13 PM

For those of you that asked how I got around this bug in TurboTax Deluxe on Windows 10... When I did the Review under the Review tab (after having already reviewed, individually, both the Federal and State returns), I noticed that my Federal refund had mysteriously decreased.  I opened the Forms View and saw that the 1040/1040SR Wks form was flagged as not complete and had line 12b flagged with an error (has an unacceptable value... the $600 had been decreased to $300... which was deemed to be unacceptable in that form).  I changed the $300 on line 12b in the worksheet back to $600 and the form deemed that to "be acceptable."  After that, I tried the review tab again... with the same results.  So, I again changed the $300 back to $600 and then skipped over the Review tab (note that the individual Federal & State reviews still deemed the returns to be error free) and went straight to the File tab in the Step-by-Step view.

 

Note that in my case the deductions would have carried over to the state return, since I didn't delete them... but it was immaterial as I am retired and PA doesn't tax retirement income anyway.

 

I believe that some of the "confusion" on the TurboTax developers part stems from inconsistent information being supplied by the IRS (and most likely, different developers working on the different parts of TurboTax).  The latest version of Publication 526 (Charitable Deductions), which is labeled for the tax year 2020, indicates that the maximum amount of the "Cash contributions for individuals who do not itemize deductions" for "married filing jointly" is $300.  However, the IRS Topic No. 506 clearly states that the amount is $600 for married individuals filing joint returns.  See https://www.irs.gov/taxtopics/tc506

 

I hope this helps those of you that need to leave your deductions in TurboTax because they are necessary for your state returns.  Good luck!

 

And, my final complaint... it's simply unconscionable that TurboTax doesn't provide a "bug reporting" method.  And... it's also a very bad business practice that will probably result in a loss of customers due to persistent unaddressed bugs in their production.

24 Replies
Employee Tax Expert
Jan 24, 2022 10:06:39 AM

You can correct this by logging back into your TurboTax program and following the steps below.

  1. Click on the Federal Taxes tab.
  2. Select the Deductions & Credits tab.
  3. On the screen titled How do you want to enter your deductions and credits?, select I'll choose what I work on.
  4. Scroll down to Charitable Donations.
  5. Select Update to the right of Donations to Charity in 2021.
  6. You will see a screen titled Review All Your Charities.
  7. To the right of any deductions entered, select Delete to remove any input.
  8. You will then select Done with Charitable Donations.
  9. On the next page (Deductions), scroll down to the bottom and click on Done with Deductions.
  10. Proceed through the following screens until you pass the screen letting you know you are getting the Standard Deduction.  
  11. The next screen titled Charitable Cash Contributions under the Care Act will allow you to enter your charitable contributions for 2021.  Enter your total cash contributions on this screen and select Continue.

 

This will correct the issue and allow you to continue with your tax return. 

Level 1
Jan 25, 2022 11:53:10 AM

This works!

Level 2
Jan 25, 2022 2:58:46 PM

Thank you for your detailed description of the work-around for the bug I described; I’m sure other people will find it helpful when then encounter the same bug (and with the majority of people now using the Standard Deduction, I’m sure there will be a lot).  That being said… my question wasn’t how I could work around the bug (I had already figured something out that worked, and in fact, had already e-filed my return), my question was how can I submit a “bug report” so that the developers can fix the bug.  I still can’t find a viable way to do that… other than a post here, or on Facebook, etc., none of which are setup for “bug reporting.”

Expert Alumni
Jan 25, 2022 4:08:43 PM

Here in the Community is the best place to relay your TurboTax experiences to get the quickest resolution.     Unfortunately, there is not a place in the TurboTax software or in TurboTax Online to give feedback anymore.    However, when you start a new thread, you have the option to add a ''Technical Help'' topic tag to your post.    Bookmark that link for quick access to help.  

Level 4
Jan 31, 2022 5:41:33 PM

Did this get fixed? I am running into the SAME exact issue. Also we are using standard deduction married filing jointly, refund amount goes down and shows $300 on 12b. It should read $600 for us? 

Level 4
Jan 31, 2022 5:45:01 PM

"7.To the right of any deductions entered, select Delete to remove any input."

 

When I get to this step, are you saying to delete one of my charitable donations I've entered in? I have a few entered in, not sure I should delete one? 

Level 4
Jan 31, 2022 5:47:17 PM

"11. The next screen titled Charitable Cash Contributions under the Care Act will allow you to enter your charitable contributions for 2021.  Enter your total cash contributions on this screen and select Continue."

 

For step #11, I don't get this screen popping up.

Level 4
Jan 31, 2022 5:52:07 PM

Sorry for the multiple posts, I got to screen #11 (step above) BUT I had to delete my charitable donation which lowered my CA refund amount! How can I fix this so I can not have to delete that donation? Do I just enter it back in on the charitable donations screen so I can input the business donation name? 

Level 4
Jan 31, 2022 6:00:07 PM

Russ may I ask how you worked around it? I can't do the suggested fix as it deletes my chartiable cash donation and although I enter it back in per the fix the person above posted, fixing it this way lowers my CA refund by over $100.

 

During the review process Turbo tax pulls up the 1040 form and asks me to update Line 12(b) so I am thinking to just updated the $300 to $600. I tried it and it seems to work great. Is this what you did? Thanks!

Level 2
Feb 1, 2022 11:18:44 AM

This solution does not work.  If you delete the charitable deductions in the deductions and credit sections then they do not roll over to the state form (in my case Iowa).   A solution needs to address how you can use standard deduction on the federal 1040 and Itemized on the state -- which is allowed at least for/in Iowa.   I'm trying to use the $600 Cares act deduction on the federal form (standard deductions) but use a higher value on the state (itemized)

Level 2
Feb 1, 2022 12:54:13 PM

For those of you that asked how I got around this bug in TurboTax Deluxe on Windows 10... When I did the Review under the Review tab (after having already reviewed, individually, both the Federal and State returns), I noticed that my Federal refund had mysteriously decreased.  I opened the Forms View and saw that the 1040/1040SR Wks form was flagged as not complete and had line 12b flagged with an error (has an unacceptable value... the $600 had been decreased to $300... which was deemed to be unacceptable in that form).  I changed the $300 on line 12b in the worksheet back to $600 and the form deemed that to "be acceptable."  After that, I tried the review tab again... with the same results.  So, I again changed the $300 back to $600 and then skipped over the Review tab (note that the individual Federal & State reviews still deemed the returns to be error free) and went straight to the File tab in the Step-by-Step view.

 

Note that in my case the deductions would have carried over to the state return, since I didn't delete them... but it was immaterial as I am retired and PA doesn't tax retirement income anyway.

 

I believe that some of the "confusion" on the TurboTax developers part stems from inconsistent information being supplied by the IRS (and most likely, different developers working on the different parts of TurboTax).  The latest version of Publication 526 (Charitable Deductions), which is labeled for the tax year 2020, indicates that the maximum amount of the "Cash contributions for individuals who do not itemize deductions" for "married filing jointly" is $300.  However, the IRS Topic No. 506 clearly states that the amount is $600 for married individuals filing joint returns.  See https://www.irs.gov/taxtopics/tc506

 

I hope this helps those of you that need to leave your deductions in TurboTax because they are necessary for your state returns.  Good luck!

 

And, my final complaint... it's simply unconscionable that TurboTax doesn't provide a "bug reporting" method.  And... it's also a very bad business practice that will probably result in a loss of customers due to persistent unaddressed bugs in their production.

Level 2
Feb 1, 2022 12:57:21 PM

See my comment from today that explains how I got around the error without deleting the deductions that I had previously entered (which happened to have included cash donations in excess of $600).

Level 3
Feb 2, 2022 6:51:58 AM

I have a similar yet reversed issue? it is beneficial for me to itemize, even though the recommendation is to use standard deduction. Itemizing gives me a much higher state refund (Maryland). But everytime I review Federal, it populates $600 into line 12b. I remove it, on the error screen, and it is good to go. I even printed out the forms to check. And, it appears to then flow the correct itemization to the Maryland state forms. The issue really is that everytime I do a "recheck", TT repopulates with $600. This is his is clearly a bug. If the user states they want to ITEMIZE, regardless of the TT recommendation, they should blank out 12b. So frustrating.

New Member
Feb 2, 2022 7:51:52 AM

JotikaT2 - Thank you so much!  I was online with TurboTax for almost 90 minutes yesterday trying to figure this out.  They had no fix, and I had no way to file my taxes.  I was livid to discover this same issue existed last year for 2020 taxes, and TurboTax hasn't fixed the problem and hasn't trained their employees on the fix.  You are the bomb--thanks so much for sharing your knowledge with us!

Level 3
Feb 3, 2022 7:18:26 AM

Why do you claim this blunder is "solved" when TT continues to flag the $600 as an error even today?

New Member
Feb 3, 2022 8:08:04 AM

MMcCants, thanks for the follow-up. I can't find either one of the messages I posted so I don't know what I said exactly, but I had intended to make it clear that not only has TT done nothing to fix this issue, but it was an issue back in 2020 as well!  In addition, TT does not seem to have trained their employees on a work-around.  I find it intellectually incredible that the software has not been fixed for two straight years of tax filings.  JotikaT2, towards the top of this thread, provided a work-around that worked perfectly.  I was really appreciative of his/her help because TT had me try all kinds of things to fix the issue, and nothing they said worked.  

Level 3
Feb 4, 2022 9:17:34 AM

The MFJ limit was $300 last year and I do not think there was a problem.  The MFJ limit is $600 this year and TT is so incompetent that they still have not fixed this BLUNDER.

Level 3
Feb 4, 2022 9:03:25 PM

NOT SOLVED!  NOT FIXED!

Shame on you and shame on Intuit for allowing this travesty to continue and for passing this kludgy work-around off as a solution.

Level 2
Feb 6, 2022 5:33:03 PM

Yes, you are correct. I am married filing jointly and taking the standard deduction.

I import the charitable donations from Its deductible online.

It does not give you the $600 deduction for 2021

You can delete all of your entries imported from Its deductible and manually correct it to $600 for the federal return.

However, when you delete all of the charitable contributions that you imported from Its deductible, you state return, in my case Wisconsin, thinks had no charitable contributions. So, my itemized deduction credit is too small.

Then, I re-import all of the donations that I tracked inside Its deductible. That fixes the Itemized deduction credit on the Wisconsin return. Then the software changes the federal amount back to $300 from $600, I think after he error check. It's an endless loop that you can only exit with the correct data if you don't repeat the error checking. It is simply incorrect and an obvious bug in the software that will affect many people if it's not corrected.  I would assume many other states would give some kind of credit or deduction for charitable contributions.

They need to fix this quickly because it does affect a lot of people. It is not an obscure deduction.

Everyone should be closely checking for the $300 or $600 charity deduction on their federal return and verify that their respective state return is also accounting for it properly.

Double-check your returns, federal and state!

Level 2
Feb 7, 2022 12:19:55 PM

That is not possible on the CD version running on a Mac. The only way I can change it is to go to the form. The bug is that the amount gets changed to $300 after the second verification check. When will this get fixed? If I have to make updates, I have to go through this workaround each time. From other posts, it appears that this is a regression bug from the 2020 app. Between the 8812 bug and this one, I have spent two hours troubleshooting. Please fix. 

Level 2
Feb 7, 2022 12:20:51 PM

Agreed! 

Not applicable
Feb 11, 2022 1:22:43 PM

I tried just changing the amount to $600 as we are filing jointly, but that did not seem to work either

When will Turbo Tax get this fixed?  We are encouraged to file early by Turbo Tax, but then there are these issues and no way to report them directly or get any satisfaction or notification that they have been fixed.  Since this also affects your overall AGI, this is a serious issue and will also impact state taxes in many if not most states. 

New Member
Feb 11, 2022 1:43:03 PM

I have updated the software and corrected the deductions for charitable deductions to the amount allowed and I still get this message "The Intuit Electronic Filling System is having difficulty recognizing the data in the return you are sending...."so it still won't let me electronically file even thought they charged me.

Please help me with this issue. 

Thanks!

 

 

 
 

 

 

 

 

Expert Alumni
Feb 11, 2022 1:56:18 PM

Use the article below that provides steps to eliminate this issue. Why am I getting an error for my charitable contributions?

 

We appreciate your experience and have an alternate way to accomplish this for you.

 

If you wish to take the Standard Deduction and claim $600 for the Charitable Contribution Credit, please return to the Deductions & Credits section.  Scroll down to "Charitable Donations" and Delete any cash entries you made there. 

 

The program will ask you for that entry at the END of the Final Review 

You may then enter $600 and it will stick. 

 

@haasekw