How do you report a turbotax software error?

Forum|Forum|3 years ago
February 18, 2023
4 replies
39 views

Working on my Louisiana State return. Louisiana allows you fill out an schedule E to deduct federal retirement from gross income (exemption 04E). Turbotax keeps removing the exemption saying it has already accounted for federal retirement pay (which it has not) and there is no schedule E. How do I notify Turbotax that they have a software error. It is is a $2500 difference in my state taxes.

TurboTax Online

JamesG1

Level 15

I find Schedule E listed on the form Resident Schedules. The form reduces the Federal pension and taxable Social Security from the Federal adjusted gross income.

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This screen states that TurboTax has excluded the retirement income and taxable Social Security.

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@pwjonesjr

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pwjonesjrAuthor

Level 2

Not saying the form does not exist. The software is bad. the 1099R from my pension does not transfer from my federal to my LA state return correctly. Turbotax says it has reduced my gross pay it has not done so and there is no schedule E. When I add it manually turbotax says I am duplicating the exemption and removes it.

@JamesG1

AmyC

Level 15

If it is not showing in LA, the federal section was not filled out completely.

Please follow these steps:

return to the federal section,
go to income,
select the 1099-R,
go through the entry process
IRA box is blank
select not a safety officer
be sure that you select your state, mark LA
select Federal retirement, middle option, code 04E
select Qualified Plan
Select cashed it out
Select Yes, regular payments
Select start year
Answer federal box 2a question

LA will then handle the retirement correctly.

Step 7

Step 8

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NOLA5678

Level 2

Re Louisiana - I also have retirement income from two sources and I am not sure that it is being handled correctly. There is no Schedule E that shows up in my list of forms. I went to the LA system and filled out their form to double check (pain when I had paid for TT do do this.) It seems that TT has the correct numbers but where is the Schedule E? Is this an attempt to prevent you from avoiding paying them to file online? In the past we have mailed the downloaded pdf to LA Revenue. But they will contest it in a minute (OK, LA several minutes) without proper documentation of deductions. CHECK YOUR FORMS BEFORE YOU FILE.