If I have found a programming error (not a calculation error) in TurboTax, how do I notify them so they can correct the program?

[clsnc]

My 2020 TurboTax (Home & Business) stopped updating its calculations for taxes owed while I was entering my 1099-B sales information.  I have checked for updates and it says I am running the most current version. What do I do?

[myehoosh]

There is a programming error in how Turbotax calculates the mortgage deduction when refinancing in 2020, and the sum of the old and new mortgages are more than $750,000. It adds both old and new Outstanding Mortgage Principles and limits the deduction accordingly. For example if both old and refinanced mortgages are 750,000, it will add both to 1,500,000 and limit the deduction to half what it should be.  After hours of search I found a workaround, but I think the program need to be fixed since many users don't know about that and end up paying more tax than they should.

The workaround is:

https://ttlc.intuit.com/community/loans/help/what-do-i-do-if-i-have-multiple-1098s-from-refinancing-...

[JOCOLLI]

The 2021 summary of deductions page shows my $300 CHARITABLE CASH CONTRIBUTION.

The program says the standard deduction is 12,550.  Then, just below that shows the $300 cash donation. Then, reflects a total of 12,550 in deductions.  The very next page shows "the standard deduction of 12,850 is right for you.

BUT, then in the wrap up, the program again shows 12,550 in "Federal Deductions we found for you."

[RobertB4444]

@JotikaT2 has the perfect answer for this -

You can correct this by logging back into your TurboTax program and following the steps below.

1. Click on the Federal Taxes tab.
2. Select the Deductions & Credits tab.
3. On the screen titled How do you want to enter your deductions and credits?, select I'll choose what I work on.
4. Scroll down to Charitable Donations.
5. Select Update to the right of Donations to Charity in 2021.
6. You will see a screen titled Review All Your Charities.
7. To the right of any deductions entered, select Delete to remove any input.
8. You will then select Done with Charitable Donations.
9. On the next page (Deductions), scroll down to the bottom and click on Done with Deductions.
10. Proceed through the following screens until you pass the screen letting you know you are getting the Standard Deduction.  
11. The next screen titled Charitable Cash Contributions under the Care Act will allow you to enter your charitable contributions for 2021.  Enter your total cash contributions on this screen and select Continue.

This will correct the issue and allow you to continue with your tax return. 

Here's a link to her original answer.

[JOCOLLI]

This did not fix the error. Total deductions still shows 12,550 which is incorrect.  I will wait on an update before filing. Uggha. 

[AkinaLO]

If you find you are still having issues with it, please don't hesitate to contact support.  

What is the TurboTax phone number? - Intuit   

[frank1943]

I rent portions of my house as Rental A, and Rental B and Rental C. The real estate tax leftover calculations for each are summed up in Schedule A making a total much larger than my actual real estate tax I paid.

[MarilynG1]

Actually, this is not a program error, if you are entering all 3 rooms as separate rentals.

If you tell TurboTax that Rental A is 20% of your home, for instance, and enter the full amount of your home's real estate tax, it correctly calculates 20% as a Rental Expense and puts the other 80% into Itemized Deductions.  

If you do the same for Rental B and Rental C, you will have triple the amount of real estate tax reported on Schedule A.  TurboTax doesn't know that you have 2 other rentals for the same home that you are entering a % of.  

A couple workarounds would be to:

(1) enter the rental portions of the taxes yourself (choose that option as shown on screenshot), and enter the Schedule A amounts yourself.

(2) Combine Rental A, B, and C as one rental, with a total % of your home, and let TurboTax do the calculations.  Then when you enter 40% of your property is rental, for example, you'll get the correct amount for the rental and for Schedule A when you enter the total home taxes. 

Click this link for more discussion on Renting Multiple Rooms in My Home.

[CaptCook]

I have found a Software Mistake in RRB-1099-R: For my spouse's RRB-1099-R, it puts Block 4 from RRB form into Block 3 (Employee Contributions)  on "Distributions from Pensions, IRAs, etc" on sheet marked Form1099-R in upper left hand corner. When I went into the form, blanked block 3, and put the amount in block 4, the form filled in properly.

I have spent hours trying to figure out how to 2) let you know there's a problem, after I tried  searching 1) for why it was asking other non-pertinent information I never had to answer in the last 17 years.

It also put an erroneous code of 3 in the Distribn Code(s) block. NOT A 7, as per the IRS instructions default, since it is not printed on the USRRB form RRB-1099-R.

[Carlsobu]

I also have an error I hope turbo tax notices. 

In the Utah state taxes page 2 of 3 of the “Let’s check for other Utah credits” two of the options have the exact same explanation on “learn more”. The credit that relates to “research activities” and the “owning a business” credit have the same explanation related to research activities.  I believe this to be an error as all the other “learn more” buttons have an explanation that relates to the item you click on. 

Also on this page it mentions that we will not see the “at-home” credit because we made too much. That is fine but we do own a business and would potentially qualify for that. (I’m not 100% sure because when I click “learn more” the explanation is related to research activities.  

Clicking on research activities. 

Clicking on owned or had part ownership. 

When I click on “yes” that we do have a credit to claim the drop down list shows “at-home” credit which I claimed it wouldn’t show me. And it does not show the own a business credit. 

[MarilynG1]

Thanks for pointing out the duplicate 'Learn More' screens.  This will be passed on appropriately.

To qualify for the Utah 'At Home Credit' the following applies:

"..the total of the at-home parent’s wages, tips and compensation listed on federal W-2 forms and the gross income on federal Schedule C, Profit or Loss from Business, line 7, must be $3,000 or less for the taxable year.."

Here's more detail from the Utah Tax Commission.  

Other qualifications include:

• You or your spouse provide full-time, at-home care for an infant child. The child must be 12 months old or younger on the last day of the tax year for which the credit is claimed.
• The at-home parent must provide full-time care in the at-home parent’s residence.
• The child must be claimed as a dependent on the at-home parent’s tax return.

Remember, the credit is nonrefundable. So, if your tax liability is zero, this credit will not produce a refund.

[Carlsobu]

@MarilynG1

Thank you so much for your reply. I actually know that we don’t qualify for the at-home credit because TurboTax said we made too much to qualify for it. There are two other issues. 

1. We might qualify for the “owner or partial owners of a business” credit. When I click on the “learn more” the information appears to be for the “research activities” credit. So I’m not 100% sure if we qualify because it appears the learn more is incorrect. If you can send me to an external link explaining what we need to qualify for that one that would be so helpful! Just like you did with the at-home credit info.  

2. Second issue is if I click “yes” we do qualify for the credit. Then the next page on TurboTax takes me to a place to log the information for that credit. On the drop down list it shows the “at-home credit” that it said it wouldn’t show. And it doesn’t show the l “business owner” credit we might qualify for. So IF we do qualify for the business owner credit we can’t even log that information into TurboTax. 

Thanks for your help earlier hope this makes sense and we can figure this out. 

[MarilynG1]

Actually the credit for 'owned or had part ownership in a business' is for research activities conducted by a business. 

The business can get a credit for amounts spent on research.

Click this link for more info on Utah Research Activities Credit. 

The wording on the screen in TurboTax is misleading and should be re-worded! 

[yams1999]

I live in Illinois but was a student in Wisconsin.  Turbo Tax software put a deduction for tax paid to another state while a Illinois resident.  Illinois has sent a return correction notice indicating that Illinois residents cannot claim a credit for taxes received in Wisconsin.  Based on this, it shows that I will be paying duplicate taxes in Illinois and Wisconsin.  Since the software continues to deduct the amount paid to Wisconsin on the Illinois return, how do i fix this?  

[FangxiaL]

There is a reciprocal agreement between Illinois and Wisconsin. A reciprocal agreement, also called reciprocity, is an agreement between two states that allow residents of one state to request exemption from tax withholding in the other (reciprocal) state. This can save you the trouble of having to file multiple state returns, in your case, IL and WI tax returns.

You should have claimed a refund on your WI nonresident return and paid tax to your resident state. 

Amend your state returns if you need to.

Fill out Form W-220 and give it to your employer to avoid this.

@yams1999