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Returning Member
posted Mar 16, 2023 1:33:31 PM

Software Updates don't recalculate taxes

Did simple taxes.  Completed yesterday, 3/15/2023 after updating the software and saved filing and records version.  Nothing in those documents about the 1095-A.  Open the program today, and  updates to the software for 3/16/2023 are applied.  I was at the step to file after accepting the $20 "fee" to file state on 3/15/23 so I returned to that step and filed.  After filing, return is rejected because 1095-A is not included, resulting instead of a refund, there's a 5 times greater payment due for 2022 taxes.  THE 1095-A WAS NOT PART OF THE PREVIOUS VERSION OF THE SOFTWARE.  The update appears to have added it but did not alert to "recalculate your taxes" nor did it check before submitting for the form.  Sloppy programming.

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1 Replies
Level 15
Mar 16, 2023 3:18:33 PM

Can you clarify your question?  Are you saying that when you first went through the questions-and-answers, it did NOT ask you about health insurance (Marketplace insurance, with a 1095-A)?  But then after your tax return was rejected and then you entered it then?