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Level 3
posted Jan 26, 2024 1:16:50 PM

data fields link error in desktop 2023 Deluxel

There is a software bug in the Turbotax 2023 Deluxe desktop version. A simple test can show the case as below:

  1. Switch to “Forms” view
  2. Go to a form 1099R, Make sure that at box 7: sub-box”IRA/SEP/SIMPLE” is checked . At box 1(Gross distribution), enter 4000; At box 2a(taxable amount) ,enter 2000; 
  3. Go to form 1040 -> Look at the value of box 4b (taxable amount :( 4000 which should be 2000 (Note: If there are two or more form 1099Rs, the 1040-box 4b should be the sum of all 1099R-box 2a, not box 1)
  4. Because for most of 1099R forms, the numbers at box 1 and box 2a are the same, so usually this bug won’t be noticed.

    I talked to Turbotax support (case# xxxxxxxx) and hopefully they could fix it before the Tax day.

0 3 596
3 Replies
Level 15
Jan 26, 2024 1:40:11 PM

It also depends on your answers to the follow up questions after entering the 1099R.  

Level 3
Feb 13, 2024 10:41:31 AM

AFTER ALMOST ONE MONTH, Turbotax still did not fix this simple bug?

Level 3
Feb 13, 2024 8:27:01 PM

Any follow-up question should NOT make the data field "1040  box4b" (taxable amount ) link to 1099R box1(Gross distribution). It should always links to 1099R box2a(taxable amount). And for Turbotax developer, this fix on links is a easy job and should not take so long to do so.