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How do I get past this item to "review"? It continually wants me to review the entries on the Shared Policy Allocation Information Smart Worksheet.

It also says the worksheet is not supported?
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3 Replies
MaryK4
Expert Alumni

How do I get past this item to "review"? It continually wants me to review the entries on the Shared Policy Allocation Information Smart Worksheet.

If you entered a 1095-A you will get this message- see How do I view and delete forms in TurboTax Online? for instructions on how to see if the form is included.

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Copper21
Returning Member

How do I get past this item to "review"? It continually wants me to review the entries on the Shared Policy Allocation Information Smart Worksheet.

The reply given by the "expert" - apparently to delete the form - does not work on a downloaded version of TT.  Apart from deleting the form, how can this review item be corrected such that one can file their taxes?   The program will not allow electronic filing with this issue uncorrected!   

 

Update: try de-selecting the box that you share the policy with someone not on your taxes.  I did that and it solved everything and my tax due/refund did not change.  "Not supported" means TT does not handle the issue.   Your state return may still be done with an allocation.  TT needs to at least put a pop-up "more info" screen on this issue as its going to hold a lot of people up as we get closer to October 2021.  

How do I get past this item to "review"? It continually wants me to review the entries on the Shared Policy Allocation Information Smart Worksheet.

What you really need to do is return to the scene of the crime to correctly fix this issue ... just deleting the 1095-A entry will not fix the issue.   You will need to reenter the 1095-a form and complete the interview questions again ... watch for the policy sharing section.

 

 

To delete a form in the CD/Download version:

Windows
1.Open your tax return and then switch to Forms mode.
2. In the left pane, select the form you want to remove.
3. After the form is generated in the right pane, click the Delete Form button at the bottom of the window.
4. Follow any on-screen instructions to remove the form or forms.

Mac
1.Open your tax return and then switch to Forms mode.
2. In the left pane, select the form you want to remove (if you don't see it, click Open Form at the top).
3. From the Forms menu, select Remove [name of form].
4. Follow any on-screen instructions to remove the form or forms.

 

 

 

 

FYI :  

This is my mini version of  a tutorial  that should be in the downloaded program: 

 

What is Forms Mode?

Forms Mode lets you view and make changes to your tax forms "behind the scenes."

If you're adventurous, you can even prepare your return in Forms Mode, but we don't recommend it. You may miss obscure credits and deductions you qualify for, and you may forget to report things that will come back and haunt you later.

Forms Mode is exclusively available in the TurboTax CD/Download software. It is not available in TurboTax Online.

                  

Related Information:

                             

If you want to play around with different figures and tax scenarios without affecting your original return you can ….

  • >>>In the TurboTax CD/Download software by creating a test copy
  • 1.  Open your return in TurboTax. 
  • 2.  From the File menu, choose Save As. 
  • 3.  Give the copy a new name to distinguish it from the original (for example, by adding "Test" or "Example" to the file name). 
  • 4. Click  Save. You are now safely working in the test copy and anything you do here will not affect the original. 
  •  https://ttlc.intuit.com/questions/1900642-how-to-make-a-test-copy-of-your-return

                                            

  • >>  use the WHAT IF tool: 
  • - Click Forms Icon (upper right of screen) or Ctrl 2 (forms view) 
  • - Click on the Open Form Icon 
  • - In the “Type a form name.” area type What-If (with the dash), click on the name of the worksheet - click on Open Form 
  • - You will see the worksheet on the right side of the screen; enter the information right into the form 
  • - To get back to interview mode - click on the Step-by-Step Icon (upper right of screen) or Ctrl 1

                

 

It's always a good idea to make a backup copy of your tax data file, in case your original gets lost or corrupted. Here's how:

  1. From the File menu in the upper-left corner of TurboTax, choose Save As (Windows) or Save (Mac).
  2. Browse to where you want to save your backup.
    • Tip: If you're saving to a portable device, save it to your computer first to prevent data corruption. Then, after completing Step 4, copy or move the backup file to your device.
  3. In the File name field, enter a name that will distinguish it from the original tax file (for example, add "Backup" or "Copy" to the file name)
  4. Click Save and then close TurboTax.
  5. Restart TurboTax and open the backup copy to make sure it's not corrupted. If you get an error, delete the backup and repeat these steps.

If you make changes to your original tax return file, repeat these steps to ensure your original and backup copies are in-synch.

Related Information:                             

 

AND save it as a PDF so you have access to a copy even if you don’t have the program still installed and operational :

AND protect the files :

 

Always remember to shut off the auto update function once you have filed your returns and do not do any updates unless you have safeguarded the PDF & .taxfiles to a removable storage unit for safekeeping.  Click on ONLINE then Update Preferences.... don't be afraid to click on all the  menu headings to find all the goodies that are hiding. 

 

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