How do you report a critical error in this year's software?

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EbonyL122824

Level 9

Can you clarify what error you are receiving so that we can better assist you. Are you using the online program or the cd/windows program? Is the error in the state or federal form?

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sdziarcakAuthor

Level 2

There is no error code being received. The error is in the NY software. It is treating NY Pensions as private pensions and only allowing a 20,000 pension exclusion on line 29 instead of entering the entire NY pension on line 26. Example: a person has a 30,000 pension from NYS Retirement System and 25, 000 from an IRA. The person is 70 years old and the radio dial indicating 30,000 is a NYS government pension is checked when entering the info. The software is leaving line 26 blank, entering 20,000 on line 29 and calculating a NYAGI of 35,000. The software should enter 30,000 on line 26, 20,000 on line 29 for a NYAGI of only 5,000.

Also, for the past 3 years (2018, 2019, 2020) if a person elects to print and file paper, the software asks for driver's license info i n order to print. This is also an error. No identity info should be required to print a paper return. ID info is ONLY for E-filing to prevent identity theft and false e-file returns.

I'm a retired nys tax examiner.

BillM223

Level 15

As you know, it is important to correctly classify the pension income for New York State since some pension income (like federal, state, and local government pensions) has different exclusion levels than other pensions.

This misclassification of New York pension income for New York State is a known issue. Please see this TurboTax Help page and sign up to be notified of updates.

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tfnmcam

Level 2

There is an error in the Keogh/SEP worksheet of my 2022 Home & Business software. Line 9 Allowable Elective auto fills with 2021 amount of $19,500. It should be $20,500.

MaryK4

Alumni - Intuit

There was an update that corrected the error. If you have not updated your desktop version, please do so. (How do I update my TurboTax CD/Download software program?) @tfnmcam