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wigley
New Member

Medical expenses says needs review even after reviewed. clearly a software issue. I call and they want me to upgrade to Live for $90 for their software issue.

Next option...Sales Tax...is way off also.  something isn't right with the website.  its like medical expenses broke the rest of the expenses
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5 Replies
DawnC
Expert Alumni

Medical expenses says needs review even after reviewed. clearly a software issue. I call and they want me to upgrade to Live for $90 for their software issue.

Are you itemizing deductions or taking the standard deduction?   The needs review message will go away once you click through all 11 categories and confirm which deduction you are taking (itemized or standard).   Medical and Sales Tax are itemized deductions and don't affect your return if you take the standard deduction.    The message does not prevent e-file.   But what is wrong with your sales tax amount?  

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wigley
New Member

Medical expenses says needs review even after reviewed. clearly a software issue. I call and they want me to upgrade to Live for $90 for their software issue.

Sales tax deduction is off by $3000 with no major deductions last year or this year.    Basically this year was about the same as last year except for an increase of $14k income.  Did increase my tax deduction by $1800 last year after filing to try to offset it.  Been using turbo tax for over 10 years and never had this issue.  Do taxes for 5 people also.  Something isn’t right.

wigley
New Member

Medical expenses says needs review even after reviewed. clearly a software issue. I call and they want me to upgrade to Live for $90 for their software issue.

Added stuff to itemize and it said standard deduction was best so took it

MarilynG1
Expert Alumni

Medical expenses says needs review even after reviewed. clearly a software issue. I call and they want me to upgrade to Live for $90 for their software issue.

When you save a PDF copy of your return (with worksheets), you can review the Tax and Interest Deduction Worksheet to see how the Sales Tax amount was calculated. 

 

Generally, if you are working, your State Income Tax is always the higher deduction than Sales Tax. 

 

Here's more info on Sales Tax.

 

@wigley 

 

 

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wigley
New Member

Medical expenses says needs review even after reviewed. clearly a software issue. I call and they want me to upgrade to Live for $90 for their software issue.

The sales tax amount is about $3k less than last year. Didn’t have any changes between the two years so I’m not exactly sure.  I thought it was odd that it’s the module right after the one that needs review and it was so off.  I’m going to go through it again tonight and make sure everything is marked.  Not very confident in the results since my pay went up $14K and my taxes seem to have went up $4000.  Been using turbo tax for 10 years and never seen these issues before.

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