Did TurboTax eliminate overrides for 2020 even on the CD/download products??? TurboTax Deluxe for Mac (not online)

[Herve5]

I use TurboTax for SIMULATION and I need to override everything. 

Why can't I override last year gain/loss on properties since last year TurboTax is a simulation / not submitted to IRS.

[HeatherPLO]

You are commenting on an older thread that may have outdated information.  

Our software allows the information to roll over from the previous year.  If you want to clear/override this information, you will need to start a new return.  For further inquiries on this, please reach out to us directly using the Help Article here.  This ensures you will get to the correct department as quickly as possible.  

@Herve5

[DanTTmac]

Sorry EXPERT HeatherPLO but that is a totally non answer so why even post your reply if you don't bother to comprehend the question or issue?

[macuser_22]

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@DanTTmac wrote:

Sorry Cynthia66, your answer is not correct. I order the CD/Download version specifically to be able to override calculated figures. This year (tax year 2020) it is extremely limited on what can be overridden. Previous years you could do what you posted. Not now though. Will be switching tax software next year if this is not corrected.

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What can be over ridden has always been limited, but why do you need to override at all?  Overrides prevent e-fileing and void the accuracy guarantee.   

Exactly  what are you trying to override?

[iCarol]

This is one of my biggest problems with turbo tax. If a consumer chooses to override for a variety of reasons as stated, we should still be able to efile since we paid for that, but Turbotax should be able to tag that we overrid an item. I too have overrid some self-employment lines as i am not self-employed. I don't need to do that anymore with some changes in forms 1099 etc. 

However there is a fee I wish to override I do not feel is legitimate and turbotax does not reduce that from my taxes if I override it. The solution is probable move on to other software. I do really like the ease of turbotax but this is frustrating. Plus we owe too much money every year so maybe time to find an accountant that is more crafty than myself.

[macuser_22]

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@iCarol wrote:

This is one of my biggest problems with turbo tax. If a consumer chooses to override for a variety of reasons as stated, we should still be able to efile since we paid for that, but Turbotax should be able to tag that we overrid an item. I too have overrid some self-employment lines as i am not self-employed. I don't need to do that anymore with some changes in forms 1099 etc. 

However there is a fee I wish to override I do not feel is legitimate and turbotax does not reduce that from my taxes if I override it. The solution is probable move on to other software. I do really like the ease of turbotax but this is frustrating. Plus we owe too much money every year so maybe time to find an accountant that is more crafty than myself.

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To b able to e-file TurboTax must meet IRS requirements that cannot be done if there are overrides.   TurboTax cannot know if it meets the requirements and cannot guarantee the accuracy of the calculations if there are overrides.

Also if you have a 1099-NEC then the IRS says that you ARE self-employed.    You would not have any self-employed form in the first place unless you were self employed.

[DanTTmac]

Mac_user22 - Please tell me exactly what IRS requirements TurboTax MUST meet for efiling. Cite me the IRS regulations or other such IRS authority supposedly imposing external controls on TurboTax. This sounds like you are just saying BS to sound authoritative and know it all...when you don't.

[DoninGA]

@DanTTmac 

TurboTax support FAQ - https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-override-replace-an-amount-calculated...

In the TurboTax CD/Download software, you can override (replace) a calculated figure in Forms Mode. This feature is unavailable in TurboTax Online.

Important:  Under normal circumstances, you shouldn't have to override anything. Returns that contain overrides cannot be e-filed and may not be covered under our 100% Accurate Calculation Guarantee. We're providing these instructions to customers who understand the risks, but wish to proceed anyhow.

1. Switch to Forms Mode if you're in the Step-by Step interview. Windows | Mac
2. Right-click the line item value you want to override and select Override (Windows) or choose Override from the Edit menu (Mac)
3. Enter the value; it should turn red, indicating an override
4. Switch back to the interview by selecting Step-by-Step from the menu

To undo the override, follow the same directions except choose Cancel Override in Step 2 (Windows) or uncheck Override in the Edit menu (Mac).

When you run the final review, TurboTax will alert you of any overrides in your return.

[DanTTmac]

Sorry DoninGA - another Level 15 "Expert" you are wrong and just posting something that has been shown to be wrong. The problem is - starting a few years ago - that the TurboTax CD/Download software stopped allowing most of the overrides  we used to be able to do. Yes, even the CD/Download software and NOT just the online version. Why post an answer if you don't really know?

[macuser_22]

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@DanTTmac wrote:

Mac_user22 - Please tell me exactly what IRS requirements TurboTax MUST meet for efiling. Cite me the IRS regulations or other such IRS authority supposedly imposing external controls on TurboTax. This sounds like you are just saying BS to sound authoritative and know it all...when you don't.

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They are in the e-file providers specifications.  There is no regulation as such but e-file providers must submit their software to the IRS to be sure that it meets IRS standards before they are allowed to be an e-file provider.

[DoninGA]

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@DanTTmac wrote:

Sorry DoninGA - another Level 15 "Expert" you are wrong and just posting something that has been shown to be wrong. The problem is - starting a few years ago - that the TurboTax CD/Download software stopped allowing most of the overrides  we used to be able to do. Yes, even the CD/Download software and NOT just the online version. Why post an answer if you don't really know?

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What are you talking about?  I can override any calculated field using the TurboTax desktop editions in Forms mode.  Highlight the calculated field, right click, select Override.

How do I know.  Just did in on the Tax Payments Worksheet Line 19. 

The TurboTax support FAQ posted is TurboTax policy and has been for years.  

[DanTTmac]

Exactly - and that has NOTHING to do with overrides & the IRS and only with the TT guarantee which many of us who need overrides don't care about the TT guarantee. We are fine with filing a paper return if we do overrides BUT a few years ago TT stopped allowing most of the overrides we could previously do... that's the issue.

[macuser_22]

Not all fields on all forms can be overridden.  If one form gets it's data from another form then the source form is where to override.

[iCarol]

The 1099 is a tax code problem. I have never been self-employed - however some work we do as academics gets reported as 1099. It's ridiculous but not relevant here. The point is Turbotax is great at getting you near where you need to be - more like guidance. However it is not perfect and if an individual makes an override we should be able to do so and accept that turbotax does not back our return. I'm fine with that.