Form 8911 Census Tract not calculating correctly

[davidedaniel]

Hello, 

I am eligible for a credit on Form 8911 due to the fact that my census tract appears on the Appendix B of Notice 2024-20. But TurboTax keeps saying that my tract s not eligible. It won't even let me see form 8911 or make my own changes to the calculations that Turbotax did, despite me already paying for the product. Please help - how can I change this?

[LindaS5247]

I would like to take a deeper look at this to assist you.  In order to do this, it would be helpful to have a TurboTax ".tax2023" file that is experiencing this issue.

 You can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions: Go to the black panel on the left side of your program and select Tax Tools.

1. Then select Tools below Tax Tools.
2. A window will pop up which says Tools Center.
3. On this screen, select Share my file with Agent.
4. You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number.
5. Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.

Here are the instructions if you are using TurboTax CD/Download:

1. Click on Online in the top left menu of TurboTax CD/Download for Windows
2. Select 'Send Tax File to Agent'
3. Write down or send an image of your token number then place in this issue.
4. We can then review your exact scenario for a solution.
5. Please also tell us any states included in the return.

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.

Remember to come back and leave your token number in this thread.