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Level 3
March 13, 2022
Question

Schedule 8812 Line 5 Worksheet

  • March 13, 2022
  • 8 replies
  • 0 views

I can't find the Line 5 Worksheet for Schedule 8812 anywhere in my TurboTax output.  Under File \ Print, I selected the option to have TurboTax generate "Tax Return, all calculation worksheets".  There is no Line 5 worksheet to be found anywhere. 

 

The worksheet is used to determine the child tax credit amount based on income limitations, so it's a key worksheet to have available.

    8 replies

    JohnB5677
    Level 15
    March 14, 2022

    I agree that I cannot find the "Line 5 Worksheet" in TurboTax.  I have passed this along.  In the meantime, this is the form.

     

      See page 4 of 2021 Instructions for Schedule 8812

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    Level 2
    March 26, 2022

    I am having the same problem with the missing worksheet on schedule 8812.  I need my line 4a to say 3 and it says 2 .  I can override it but then I can't file electronically.  Has this problem been resolved yet?  

     

     

    JohnB5677
    Level 15
    March 14, 2022

    I have reached out and we would like to open an investigation into this issue, but I will need your help to do it.

     

    We would like to take a deeper look at this. However, we need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:

     

     TurboTax Online:

    1. Sign in to your online account.
    2. Locate the Tax Tools on the left-hand side of the screen.
    3. A drop-down will appear. Select Tools
    4. On the pop-up screen, click on “Share my file with an agent.
    5. This will generate a message that a diagnostic file gets sanitized and transmitted to us.
    6. Please provide the Token Number that was generated in the response.

    @edhondl

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    edhondlAuthor
    Level 3
    March 14, 2022

    I'm not using the Turbotax Online version.  I'm using the Windows desktop Premier version.  I created the file from my desktop version and sent it.  The token number is: 956783.

     

    While I have your attention, I would like to alert you to a far more critical problem with a form generated by Turbotax Premier desktop relates to child tax credits as well.  It's form 2441 Child and Dependent Care Expenses.  The form has incorrect numbers in some of the fields.  Look at a post titled "Entering rollover dependent FSA information for 2021".  I responded to this post on 3/13/2021 and put the details of the error I am finding in this form.  In a nutshell, Turbotax is incorrectly including forfeited FSA benefits in Line 2(c) and not reducing the dependent care credit amount in Line 30 by the FSA benefits used from Line 28.  The diagnostic file I sent in also has this incorrect form in it.

     

    I called Turbotax Customer Service (3/13/2022) on the issue with form 2441 and got absolutely nowhere with the person.  She basically told me to file the incorrect form generated by Turbotax and let the IRS correct it if they think its wrong.  Woah, I can't believe that type of advise is coming out of Intuit.   Their culture needs to change.

    Level 2
    March 18, 2022

    Yeah - no Line 5 worksheet!  This is just 1 of the many mistakes this program has in it.  It is ridiculous that TurboTax is leaving us all wondering if our returns are correct and/or missing information and they still have the guts to charge for this program.  Additionally, they deleted CPA help for the desktop version without really letting us know until after purchase of the program.  You don't find out until you ask for that help! They offer "technical" help from agents who usually don't know the answer.  So they have errors in the software causing us problems with no way to fix them except this rambling support site!  After you enter items like cash contributions and you THINK you have done what is necessary, the program doesn't even enter it in the final form.  Unless you are fairly experienced with doing your taxes, and check them over very carefully, you probably won't even notice that you did not get any deduction for those contributions - THANKS TURBOTAX.  We all need to find a new program next year and they should issue everyone a refund for the cost of this messy piece of software 😞

    Level 2
    April 10, 2022

    Taxes are soon due and this is an immediate need. Really? How do we obtain the schedule 8812 line 5 worksheet output? Seems this was missed by Intuit, and in your requirements and QA/testing. This is incompetence. Do you know the tax forms?

    Level 2
    April 12, 2022

    you can find the instructions for schedule 8812 on the IRS.gov website and you will find the line 5 worksheet in there.  You will need to calculate manually.

    I did and found my Turbo Tax schedule to be incorrect.

    Level 2
    April 10, 2022

    where is schedule 8812 line5 worksheet

    Level 2
    April 12, 2022

    I just did my daughters tax return.  She has 2 kids under age of 6.  Turbo tax calculates the credit to be $7,200. I too attempted to verify numbers by looking for the Line 5 worksheet.  there is not one. I manually calculated the worksheet and the correct number should be $4,000.  That is a $3,200 error!  This is unacceptable 

    Level 2
    April 13, 2022

    Look at worksheet 5 again - I thought the same thing you did.    But a post earlier in this thread revealed my error (and I think it is yours too).

     

    Look at line 9 of worksheet 5 - subtract Line 8 of the worksheet from line 3 of form 8812.  If you did what I did, you subtracted line 9 of the worksheet from line 3 of the worksheet.   When I used line 3 of form 8812, I got the same number as Turbo Tax - which was 7150 versus 4000

    Level 2
    May 10, 2022

    The IRS just sent me a message telling me that my Schedule 8812 Line 5 calculation (done by Turbotax) was incorrect. FYI. Looks like I'm out $2,000?

    Level 2
    May 24, 2022

    I have also received a Notice from IRS to pay tax because of Line5 miscalculation by Turbotax ! Never expected this from TurboTax!!!

    Level 2
    June 5, 2022

    Add me to the list of TurboTax users getting an IRS letter saying I owe because of the Line 5 Worksheet issue. 

     

    Has this even been fixed in an update? 

    Level 15
    June 5, 2022

    @gcm-3 - there is nothing to fix! it's a function of users not entering the correct information,

     

    Please review

     

    1) how much money did the IRS deposit into your bank account from July - Dec, 2021.  (please review your bank account records - do not go from memory)

    2) TT asked during the interview process how much you received, your answer is on Line 14f of Form 8812,

     

    if these two numbers do not match, the IRS adjusted your refund by the difference!!

     

     

    Level 2
    June 5, 2022

    Can I see this info on the Line 5 Worksheet? How do I access this worksheet?

     

    Thanks