IRS says I owe 3,354.38 because TurboTax double counted the amount of my withholding from 3,129 to 6,458. So how are you going to make up for the serious error?

[Higher-Ed]

How are you going to make up for this double counting of my withholding (See lines 12, 19 and 20 on the Tax Payments Worksheet.

[montgomery001]

I have the same issue. Only the amount is 10K. WTF. Shouldn't this have been caught when it checks the return. All the amounts are identical.

[VolvoGirl]

Turbo Tax is a self prepared return.  It wouldn't know if you entered something twice or typed an amount wrong.  Or even if you entered a W2 under the wrong spouse.

[VolvoGirl]

What can happen is you entered a W2 as new but it transferred the same one over from 2014 and on the review it asked you to fill in the one that transferred over which you should have deleted instead.

[llstalker]

Same thing happened to me for 2017 taxes. I had state and federal taxes withheld from RMD by Schwab. I filled in 1099r as instructed, included taxes taken out for RMD, putting data in exactly as appeared on 1099r. Separately, I filled in the 4 quarterly estimated taxes paid. I did not double enter the data anywhere. Total of non-RMD estimated taxes, plus RMD taxes were right in TurboTax working summary. Then, TurboTax double counted RMD taxes paid, so the submission was wrong. I guess I'll have to manually deduct the double counting for 2018 taxes. Lousy!

[macuser_22]

@llstalker  - Was anything in box 4 on your 1099-R?   If there was then that is NOT estimated tax and you do not enter it anywhere else except on the 1099-R box 4.  That will carry to line 64 on the 1040 form.  Estimated tax paid goes on line 65.

TurboTax did not double count anything, it counted the tax withheld and the additional tax that you said you paid for estimated tax - two totally different taxes.

Tax *withholding* and *estimated* tax are different and separate and have no relationship to each other.  You only pay estimated tax if there was no tax withheld.    Having tax withheld eliminates the need to pay estimated tax.  Just like W-2 withholding.

If you actually sent estimated tax payments to the IRS then it should be on line 65 on the 1040 form and would increase your refund or pay any tax owed.    If you did NOT pay the estimated tax then you need to file an amended return and will probably owe additional tax.

[VolvoGirl]

Did it put the estimated payments on line 64 with withholding instead of line 65?  That can happen you enter them on the wrong taxes paid line.

[llstalker]

Thanks. You are right, that the 1099-R is "withholding" -- I never called it "estimated". There was data in Box 4 of the 1099-R, which I put into TurboTax, exactly as they requested. I put my estimated taxes only in the estimated tax data entry area of TurboTax. I beg to differ, though, that TurboTax may not have double counted, as I did not enter the data twice, TurboTax indicated the correct total taxes paid throughout the data entry process, and the withholding appeared in both lines 64 and 65 of my 1040 once TurboTax finished the 1040. I do seem to recall that there was a warning to not enter taxes paid or withheld in another data entry point, which I did follow. What bothers me is that I only put the four estimated taxes in the estimated taxes area, and only put the withheld taxes in the 1099-R data entry point. I fortunately paid quite a bit more than needed in my estimated taxes, so there won't be a penalty. I'm just trying to figure out how I might have done something wrong. Again, thanks for your thoughts!

[macuser_22]

The 1099-R box 4 amount will never go to line 65. Only what is entered as estimated tax will go on line 65.  I suggest deleting the 1099-R and looking at line 64 & 65.   Line 64 should decrease by the box 4 amount line 65 should not change.

[TomD8 · Accepted solution]

It's unlikely that this is a TurboTax error.  The reason is that If TT software were double-counting peoples' withheld taxes, there would literally be many thousands of TT users experiencing the same problem (which there aren't).

It seems more likely that you inadvertently double-entered the withheld taxes, which is an error anyone can make.

I suggest you carefully review your original return.  If you find that the IRS calculations are in error, you can file an amended return at no penalty.

[SweetieJean]

Tom is correct. and 6458 is not exactly double 3129.

[macuser_22]

And line 12 is  from box 4 on 1099-R forms.   Double check the 1099-R entry screen for more than 1 1099-R and check the box 4 amounts by editing.

Enter a 1099-R  here:

Federal Taxes,
Wages & Income
I’ll choose what I work on (if that screen comes up),
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).

OR  Use the "Tools" menu  (if online version under My Account) and then "Search Topics" for "1099-R" which will take you to the same place.

[montgomery001]

I noticed that if the withholding is double so is the income. In my case I think it is a wash but will have to file an amendment.

[sbiddle03]

File an amendment, contact the tax preparation company and have them fix the error

[Jessi01]

From my research it has happened to LOTS of people & the reason I even went looking is because it happened to me. I’ve been filing my own taxes for as long as I can remember this is just the first time I’ve had to enter unemployment wages but I know for certain I didn’t add my 1099g twice nor did I double the withholding amounts myself. The funny thing is every service rep say something very close to what you just did like to fathom the thought that a kink in software is preposterous and automatically TurboTax assumes no liability or fault because surely the HUNDREDS of people who are complaining about this very same exact issue are the ones to blame.  I’m a single mom of two kids and because of this fumble I have YET to receive my refund, I can’t even receive the child tax credit payments because my return is still in review over this problem and I’m stuck in limbo because the IRS has made it clear to wait until returns are processed to amend..oh but you can bet TurboTax took their $130 from my account without the blink of an eye.