How do I report TurboTax Software Errors?

[hlynnjr]

Thanks for the feedback.

I  should have known that it was incorporated in the standard deduction. I think what got me off track is the Wage & Income screen lists it as $0 and I misinterpreted that to mean it was handled separately with offset losses.

My mistake. Thanks again

[taxundo]

I have turbotax home and business download. Turbotax finally updated UCE reflected on Schedule 1 line 8. 

Unfortunately the software programer did NOT deduct the exemption amount on the social security worksheet Line 3 nor reflected on taxable social security income on form 1040 line 6b.

Instead of owing tax $500 I should receive a refund $1100.

PLEASE FIX THIS NOW as I can not change these numbers manually on this program.  

[CarissaM]

This would be best resolved by clicking here to contact customer support @taxundo. 

[NavRay67]

When I completed my 2020 tax return online through Turbo tax BEFORE the American Rescue Act (ARA) my State refund was $811.  After Turbo Tax made adjustments to federal 1040 adjusted gross income to reflect only a portion of Unemployment Insurance to be taxed, my state refund changed to $1,137.  I printed the documents and was going to mail them but later decided to efile.  A week later, I logged back into my online TurboTax account and the top of the screen now says I'm only getting a state refund of $811 (back to the original amount prior to ARA was approved)  BUT the printed documents still say a state refund of $1,137.  Which one is correct? The federal remained corrected.

[NCperson]

the online version would be correct, assuming your state taxes unemployment income. 

while the federal return removed up to $10,200 of unemployment income, there was no impact for the state.  Thus $811 before the federal was adjusted and $811 after the federal was adjusted makes sense.

[Mitch12530]

I have two issues with the CD Windows version of TurboTax 2020 Home and Business.  Both relating to Amended Returns.

1.  I amended a 2020 return and noticed that the 1040-X generated did not contain any figures in the Income and Deductions section.  Instead all blocks in that section were blank.  The original return being amended had earned income but NO taxable income.  The return was being amended to claim a tax credit.  I then amended a different return where there was earned income and taxable income on the original return and that 1040-X contained the expected figures in the Income and Deductions section.

2.  When I printed a copy of the associated amended 2020 Delaware state return (200-02 X), the bard code on page 1 of the amended Delaware return was in the middle of the page at line 7b  vice the bottom of  the page as it is on the original return.

[dmertz]

@taxundo , TurboTax is behaving correctly.   Section 9042(b)(2) of The American Rescue Plan Act of 2021 requires the calculation of MAGI for the purpose of determining the taxable amount of Social Security benefits to add back the exclusion for unemployment benefits.

[bobpark56]

Your Pennsylvania State update wiped out some crucial entrees...for the 3rd time. I have reported this problem to you twice, w/r/t earlier updates. It's still deleting data. Worse yet, this last update reclassified my IRA MRDs as taxable income for Pennsylvania. It's not...never has been.

How do we get this fixed? I tried correcting the forms manually. That worked for most entries, but I have not found a way to get my IRA distributions free of PA taxes.

Can you help?

[Buford-87]

Turbo identified an error but will not permit me to correct it. Can't file until its corrected. How do I solve the problem?

R Monson

[brucetdunlap]

On PA Form 40, Gross Compensation Worksheet, go down to "Compensation from Federal Forms 1099".

The 4th column (Pa type) has a drop down menu. Click on the appropriate entry, i.e. I'm eligible, plans eligible, no PA tax.

[mesquitebean]

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@Buford-87 wrote:

Turbo identified an error but will not permit me to correct it. Can't file until its corrected. How do I solve the problem?

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What product are you using--desktop software (CD/download) or Online TurboTax?  If desktop software, is it for Windows or Mac?

"an error" is too generic.  You'll need to provide specific info, and someone might comment here, but it's less likely to be seen in a long cluttered thread like this with multiple users and various issues.

Or if you wish, here's how to reach TurboTax Support for realtime help by phone:

Hours are 5AM-9PM Pacific (8AM-12 Midnight Eastern) 7 days/week.

You can use this contact form to get a phone number.
https://support.turbotax.intuit.com/contact

[roberts298]

TURBOTAX PREMIER 2020

On the page "ESTIMATED TAX PAYMENT OPTIONS", in the box "AMOUNT OF ESTIMATED TAXES TO PAY IN 2021", the next to last line is "Last year's overpayment you applied to this year":

How do I get a number to appear in that box?   It seems like it should have appeared automatically, since it shows up on the 1040, and on the Carryover Worksheet, but it does not, and I cannot enter it manually.

Thank you.

[LenaH]

If you need to enter your 2019 refund applied to 2020, please follow the steps below: 

1. Open your tax return.
2. Search for estimated tax payments with the magnifying glass tool on the top of the page. 
3. Click on the Jump to estimated tax payments link at the top of the search results.
4. Scroll down to the section titled 2019 Refund Applied to 2020.
5. Select Start for the federal section.
6. Follow the on-screen instructions. 

@roberts298

[mesquitebean]

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@ roberts298  wrote:

TURBOTAX PREMIER 2020

On the page "ESTIMATED TAX PAYMENT OPTIONS", in the box "AMOUNT OF ESTIMATED TAXES TO PAY IN 2021", the next to last line is "Last year's overpayment you applied to this year":

How do I get a number to appear in that box?   It seems like it should have appeared automatically, since it shows up on the 1040, and on the Carryover Worksheet, but it does not, and I cannot enter it manually.

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I presume you are using desktop software (CD/download) and in Forms Mode looking at worksheets.

If I understand correctly, since you said you are in that worksheet's section "Amount of Estimated Taxes to Pay in 2021", I presume you had a 2020 overpayment on your current Federal return and want to apply it to your 2021 taxes, and are preparing your estimated tax payments for 2021.    In that section of the worksheet since it's preparing 2021 estimated taxes, the statement "Last year's overpayment you applied to this year", "last year" refers to a 2020 overpayment and "this year" as 2021 estimates being prepared.   So I'll presume that is what you are doing.

You cannot make that "applied overpayment" from 2020 toward 2021 tax estimates entry directly on that worksheet you mentioned titled "Estimated Tax Payment Options."   The figure on the line you mentioned actually flows from another worksheet:  the "Estimated Taxes and Form W4 Worksheet", which in the forms list is likely abbreviated as "ES & W4 Wks", and it can be changed on the ES &W4 Wks (up near the top of the form).

Did you originally use the interview mode (normally the best route) to select to apply the overpayment from 2020 toward your 2021 taxes?

When you were in interview mode,  if you correctly applied the 2020 overpayment to next year's 2021 taxes, it should have flowed automatically--first to the "Estimated Taxes and Form W4 Worksheet" and then to the "Estimated Tax Payment Options" worksheet.  Then it flows from there to the Form 1040 Worksheet, and then finally to Form 1040.

Normally it's best to make the entries in interview mode (step by step) because sometimes interactions between worksheets are complex.    Did you go through the steps below to apply the 2020 overpayment to next year's 2021 taxes?  If so, walk through them again to see what is showing up there.  You can make/change the entry there, if desired.

• Federal Taxes tab   (or Personal tab in the desktop Home and Business Edition)
• Subtab Other Tax Situations.
• Scroll down to Additional Tax Payments.
• One of the subtopics is Apply Refund to Next Year.
• It will ask you how much you wish to apply toward 2021 taxes.

[mesquitebean]

@ LenaH 

I think user roberts298 had an overpayment on his 2020 return that he wants to apply to 2021 and is preparing estimated taxes for 2021, since that's the worksheet he was on.    He was trying to do it in Forms Mode, however, and ran into a worksheet entry problem.  So I told him how things flow between 3 worksheets, but also encouraged him to do it in Interview step-by-step mode instead.

@ roberts298   You may need to clarify/confirm exactly what you are doing so we can be sure which of the 2 scenarios you are referring to.    Are you trying to get credit for a 2019 overpayment that you applied to your 2020 return, or did you have an overpayment on your current 2020 return that you are applying to 2021 and are now preparing 2021 estimates?   The worksheet you mentioned is for the latter; i.e, preparing 2021 estimates, so that's what I assumed in my answer.