How do I report TurboTax Software Errors?

[uvrlison]

Form 1099-MISC Worksheet: Box 16 State ID Number - Line 1 requires a 11 numbers, followed by the letters "WTH" for state withholdings from Utah.  

This is 'generally' correct, however, if it is a 1099 for "withheld mineral production" the mineral producer (oil company) has a number which ends with the letters "WMP" (withheld mineral production). Turbotax picks this up as an error and won't allow me to file my federal return, because it thinks I'm using an incorrect Utah withholding number.

When the State tax withheld is from Utah, The program needs to check for an extension of both 1) "WTH", and 2) "WMP".

Please advise,

Thank you,

Rodney J. Lisonbee

[email address removed]

[robjk2010]

1099-r won't accept figure in box 14. I am inputting the exact same number from box 14 on 1099-R. Error code: State tax shouldn't be greater than gross distribution. It's NOT.

[macuser_22]

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@robjk2010 wrote:

1099-r won't accept figure in box 14. I am inputting the exact same number from box 14 on 1099-R. Error code: State tax shouldn't be greater than gross distribution. It's NOT.

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NOTE: prior to 2020 the state tax was in boxes 12-14, 2020 renumbered those boxes to 14-16.

If there is no dollar amount in box 14 on yiur 1099-R then all boxes 14-16 must be blank.

If there is a dollar amount in box 14 then:

Box 16 is not usually required because it has been an 1099-R industrial standard for many years that if there is only one state in box 14 & 15 then the box 1 amount does not need to be allocated between two states - the entire box 1 amount is understood to be the state distribution so box 16 is just left blank.

But recently, there are at least two states (one being NY) that will reject 1099-R's with a state tax and a blank box 16 so it is okay to enter the box 1 amount into box 16 to satisfy the states requirement.

[diamonkt]

Entered on Turbo Tax Premier 2020 page "Tell us about any tax withholding that you haven't entered yet" from "Other income taxes"  value in "State Withholdings", "State" Kentucky and dollars in "Amount "box.

This amount did not transfer to the Kentucky state tax forms as a tax already paid. Getting no KY credit for it.

[Mr_Douggo]

I am filing using the TurboTax program, Premier 2020, on Windows 10.  I have a 1099-DIV from a state municipal bond fund.  Because it's a municipal bond fund, Box 1a, "Total ordinary dividends", is blank on the 1099-DIV.  There is an amount in box 11, "Exempt-interest dividends".  I enter all the information for all the boxes into TurboTax.  When it came time for final checking, TurboTax balked at this, saying that what was in box 1a should be at least as big a number as what is in box 11.  No; as the 1099-DIV instructions state, box 1a is for "total ordinary dividends that are taxable," and these are not.  I have tried entering a '0' into box 1a, but it still says the same thing.  I have tried entering what is in box 11 into box 1a; when I do, TurboTax increases my tax owed.  I tried ignoring this altogether, but at the very end when I try to electronically send the forms, TurboTax kicks this out again!  It seems like this may have been a bug in TurboTax online, but people found a work-around.  Any suggestions?  "About" says my version is 020. zero  zero zero. 1690.  I am a Massachusetts resident, and the municipal bond fund is Massachusetts municipal bonds.

[nstainer]

I am an Iowa nonresident, but I have Farm Rental income from Iowa sources.  On the Iowa state taxes there is no way that I can find for me to show this.  It says it will ask for each type of income how much was from Iowa sources, but it never does that for Rents and Royalties.

[SamS1]

For Iowa, your tax is calculated on your total income less deductions then a credit is given for the percentage that is not Iowa based income.  In other words, if your total income was $20,000 and your farm rental income was $2,000, you would get a nonresident tax credit for 90% (18,000/20,000) of your Iowa tax.  Click here for instructions for filing an Iowa nonresident return.

[davidfowlie55]

I did my taxes for my spouse and I yesterday. There is an incorrect amount given for personal exemption. Is there an error in the program???

[VolvoGirl]

There is no more personal exemptions on a federal return.  That went out a couple years ago.  Now you get a higher Standard Deduction.   Is the Standard Deduction wrong on line 12?

For 2020 the standard deduction amounts are:

Single 12,400 + 1,650 for 65 and over or blind (14,050)

HOH 18,650 + 1,650 for 65 and over or blind

Joint 24,800 + 1,300 for each 65 and over or blind

Married filing Separate 12,400 + 1,300 for 65 and over or blind

[Irene2805]

There is no longer a personal exemption in the federal tax return because of the Tax Cuts and Jobs Act (TCJA).  Some states, however, still include personal exemptions on the state return.

If you are referring to a state return, please respond and let us know which state.

[dillyoung]

I check the block "we have no W-2s yet turbo tax is putting figures on 1040 line 1 from 1099R as wages and salaries. it also put the same figure on 1040 line 5a as pension and annuities, where it should be. I cannot remove the incorrect amount from the 1040 line 1 resulting in overstating income. Can anyone tell me how to correct this error?

[JohnB5677]

I suggest you go back to your return and check the W-2 section to be sure there is nothing entered.

To file a W-2 you will:

1. Enter the Employer ID number (It is just below the company name)
2. There are two boxes
   1. Upload it from my computer Note: Not all companies are available to Download
   2. Type it myself
3. Select one and continue through the interview.

How-do-i-import-or-enter-my-W-2

If there is something there that doesn't belong you can clear it by selecting the Trash Can on the right hand side

[VolvoGirl]

@dillyoung   Did you take a early retirement?  If box 7 is a 3 for Disability and you are under retirement age you get to count it as Wages on line 1.   It will qualify you for other credits too.

[schoonmaker]

typing in 127218 on line 15 results in a tax of 16292 on line 16. This is incorrect based upon the most recent tax tables for filing jointly.  The tax from  the table is 19568.  Please help me correct and resolve this issue.  Thanks!

[macuser_22]

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@schoonmaker wrote:

typing in 127218 on line 15 results in a tax of 16292 on line 16. This is incorrect based upon the most recent tax tables for filing jointly.  The tax from  the table is 19568.  Please help me correct and resolve this issue.  Thanks!

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The tax table is only 1 or 7 methods of computing the tax.   The most common is if you have an amount on the 1040 line 3a or 7 then the tax tables are not used.  The Qualified dividends and Capital Gains worksheet is used instead and the tax rate is lower so the tax will be lower.