When will a fix be available for Turbo Tax Premier w/r to calculation of Charitable Contributions, Form 1040-SR, Line 12b?

[creffk]

That doesn't work. It messes with my state return.

[AnnetteB6]

If you would be willing to share a diagnostic copy of your tax file, it could be helpful to examine the situation in more detail.  The diagnostic file will not contain personally 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 (Online or CD/downloaded and which edition) 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.

@creffk

@gnrldsppntmnt

@vhawk3

[creffk]

My token number is 909651.

Thanks for the help!

[CROCKMAN]

My state return is for Kentucky.  The $600 value was entered correctly on my Federal forms until I completed my KY taxes.  Then when I run the final error check the program changes the $600 to $300, reduces my refund accordingly and flags it as an error.  Reinputting the $600 manually does seem to fix the problem unless I rerun the error check which then takes me back through the loop again.

[gnrldsppntmnt]

As of 02/05/2022, the most recent update did not resolve the error.  Additionally, whenever I attempt to view or save my state return I get the following error: "Your Alabama return(s) is currently [sic] unavailable to view, print, or download because some of the forms haven't been finalized yet."  There is a link that says "Notify me when my forms are ready" that takes me to a web page to enter my email address.  But it throws an error on submit because no forms have been specified (there's no option to specify forms).

I renew my original question (when will the charitable donation bug be fixed?) and add the following.  When will I be permitted to view, print, and save my completed Alabama tax forms?

Before anyone asks again, my return has already been reviewed by one of your tax experts (re: case #[phone number removed]) (Why am I not surprised?  case number one four eight six eight five eight six two two)

[TheRealTax2]

Same here. I'd like the analysis/ check to complete successfully before e-filing so that the returns come back 100% accurate according to the TT program. 

[brmwiatt]

One of the biggest problems with Turbo Tax is there is no way to track a bug fix. Further it should be TT confirming the workarounds work not offering as more or less buyer be aware and expecting the customer  to assume responsablity.

[TonyACary]

The suggested work around is BS . After 2+ hours of answering the dumb TT questions I gave up and submitted with $300. Turbo Tax has lost me as a customer forever. 

[gnrldsppntmnt]

Do they have this much trouble with the online version?  Given the problems the last few years, I'm starting to wonder if they're just phoning it in with the desktop software.  Notice how the "experts" haven't even bothered to reply to the fact that the problem still persists since the last software update.  Not to mention the inability to view/print/save state forms.

[TonyACary]

Seriously, this has been a known issue with you for some time and you dont tell customers until its too late. You guys blew this ... Lost me as a customer forever.

[brmwiatt]

Their phone support does not instill much confidence. Every person I have spoke with mumbles and is difficult to understand and does not act like they know the product very well. Two + hours to get them to understand a simple software bug exists. Even when you call back with a case # they act like it's the 1st time it's been identified.  

As a software engineer, I can understand testing procedures/bug fixes must be thoroughly tested before releasing a fix/update.  However, I'll say it again - once an issue has been identified as a bug, a "bug tracking #" should be given to the customer(s)  where progress can be monitored/tracked online.

[gnrldsppntmnt]

Notice they're still flagging this thread as "Solved" when they clearly know better.

[TheRealTax2]

Changing value back to 600 at the error window and then skipping 2nd check worked. I was able to e-file while maintaining the 600 value on the fed 1040. I would advise that you read your state tax form instructions to be sure you're not required to adjust for the 600 deduction if you take this route. My state didn't mention it, unlike last year where the 300 contribution had to be added back on state return. Good luck guys. 

[chuckmeister]

I did a "workaround" as follows:

1.  Go to forms view.

2.  Find form 1040 wks.

3.  Scroll down the form to the entry just above and to the left of the line 12b entry, and right click it.  Select Data Source.

4.  In the pop-up, click the entry dollar amount.

5.  In the new form that appears (Charitable Contributions Summary), right click on the highlighted entry and select override.

6. Change the value to $300 or $600, depending on what the max is for you.

[chuckmeister]

Apologies.  This does NOT work.  I thought it did, but a re-run of the review process shows the same problem, and the line 12b entry gets changed.