Could the internal Turbo Tax tax tables be wrong? With the same taxable income in both 2018 and 2019 there are hugely different tax amounts due.

[keisterm1]

My mother-in-law has almost same income every year. She take std. deduction.

$4200 from pension

$3500 from IRA RMD

$15,100 from Social Security

$38,800 Dividends

$6900 Tax exempt Interest

So the total Income is usually approx. $56000 and Taxable is approx. $42,500. No other special situations.

For 2018,  Turbo tax calculated $2,081 tax due. For 2019 it calculated $5,214. Why the big Diff?

[DavidD66]

No, the tax tables in TurboTax are not wrong.  A detailed analysis of a tax return can't be done here in Community, but if you are using TurboTax Online, you can get TurboTax live and get a line by line review of your tax return.  What is TurboTax Live?

[keisterm1]

I'm using Windows TurboTax Premier in both 2018 and 2019. I just can't figure how the software got the very low (half) tax due from the same taxable income. the Tax Due for 2019 is correct as far as I can tell.

Thanks for the response.

[DoninGA]

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@keisterm1 wrote:

I'm using Windows TurboTax Premier in both 2018 and 2019. I just can't figure how the software got the very low (half) tax due from the same taxable income. the Tax Due for 2019 is correct as far as I can tell.

Thanks for the response.

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If you had qualified dividends in 2018, the tax tables are Not used.  The tax is calculated on the Qualified Dividends and Capital Gains Worksheet - https://apps.irs.gov/app/vita/content/globalmedia/capital_gain_tax_worksheet_1040i.pdf