Error in 2022 Massachusetts Schedule X

Forum|Forum|3 years ago
February 6, 2023
18 replies
76 views

Turbo tax is double counting W2 and schedule X other income.

I had a W2 with Non Qualified Plan income reported on a W-2

Schedule X instructions for line 4 specifically state Other Massachusetts 5.0% income reported on U.S.Form 1040, Schedule 1, line 9 and NOT reported elsewhere in Form 1, lines 3 through 8 or Schedule X, lines 1 through 3 must be reported in line 4 of Schedule X

Since I have a W2 Turbo tax has included it in Line 3 of Form 1. The problem is it has also included it in Schedule X Line 4 which then transfers to line 9 on form 1 thus double counting the income. Since the instructions clearly say not to report on Schedule X line 4 if already in Form 1 Line 3

When will turbotax correct this error?

MarilynG

Level 15

Do you have the same amounts in Box 1 and Box 11 on your W-2? If so, that could account for the doubling of income in Massachusetts.

It's counting the Box 1 as wages and the Box 11 as Other income on Schedule X.

If you're using TurboTax Desktop, you can delete Schedule X from your MA return.

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User01834Author

Level 2

Yes I am using TurboTax Desktop however I can not delete Schedule X as I have entries on other parts of Schedule X.

I had the same W-2 last year with entries in Box 1 and Box 11 and Turbotax Desktop 2021 handled it correctly on the Mass Schedule X .

This is a coding error in Turbotax 2022 that needs to be fixed.

Can someone report this to a coding person at Turbotax for resolution

Thanks

MarilynG

Level 15

In testing this issue in TurboTax desktop, you don't need to Delete Schedule X. Try this workaround instead.

Use your cursor and the magnifying glass next to the amount on Line 4 of Schedule X to open up the Supporting Statement. Delete this statement and see if this resolves your issue.