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New Member
posted Jun 4, 2019 9:01:55 PM

How to mark an worksheet as un-estimated?

I have an error stating.  "Medical Expenses Worksheet: Hdeduc is marked as estimated.  Enter the correct number then select "Unmark Estimated" from the Edit menu. Most entries are "0" and each entry when you right click on it only gives you an option to Mark it as an estimate.  As workaround I have been going to each supporting document and entering a zero.  But this does not work for 11.a.

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1 Best answer
New Member
Jun 4, 2019 9:01:56 PM

With the Worksheet up on the screen, go to Edit in the top menu next to File and then select Unmark Estimated.  Anything on the worksheet should change to unmarked as estimated

23 Replies
New Member
Jun 4, 2019 9:01:56 PM

With the Worksheet up on the screen, go to Edit in the top menu next to File and then select Unmark Estimated.  Anything on the worksheet should change to unmarked as estimated

Level 1
Mar 4, 2021 9:32:46 AM

I've worked on this for hours, and 3 more hours with Intuit support. Their best suggestion was "start over with the on-line version". After being a Turbotax customer for several decades, I'd rather switch to a different tax prep than use on-line.

None of the fields in the 1099-r entry form have this field name, none of them are marked estimated (we checked one by one) and the suggestion to bring up the entry form, go to edit and then select
"Unmark Estimated" can't be done because the edit pulldown has no such choice.

All I need to do is get by the incorrect error check and file my taxes. Any great ideas before I give up and throw Turbotax in the trash?

Intuit Alumni
Mar 4, 2021 11:59:49 AM

@avanabs Is this imported? If so, Remove the import and enter manually. See if that fixes the issue. 

 

Also, you mentioned that "unmark estimate" doesn't come up under edit. Try going to edit under Forms and see if it comes up that way. 

Level 1
Mar 4, 2021 12:13:58 PM

Manually entered, four separate times, including with various TurboTax support folks watching.

We checked for Unmark Estimated in every possible place. Nor does the form highlight any fields not the error report in Forms show anything.

Thanks for the suggestions though. So far I've spent several hours debugging, including complete TurboTax re-install, three hours with support yesterday, another hour and a half with support today, and all they can suggest is giving up e-filing and print (which allows you proceed even if errors...unfortunately there doesn't seem to be any way to proceed with e-filing.)

New Member
Mar 18, 2021 7:03:12 PM

I have the same problem.  There is NO option to "Mark as Unestimated" for this line on the worksheet.  

New Member
Mar 18, 2021 7:10:12 PM

This does not work.  When I go to EDIT menu, there is only an option to 'Mark as Estimated' .  When this (or F8) is selected, the entry turns from dark blue type font to red italic.  At that point "Mark as Unestimated" is an option.  Pressing that, the line entry returns to dark blue... but attempting to file return delivers same error statement.  And "Mark as Unestimated" is not an option.... 

Intuit Alumni
Mar 18, 2021 7:37:28 PM

If the above instructions are not working, please click here to contact customer support. 

New Member
Mar 18, 2021 7:37:43 PM

My work-around for this:  I went into FORMS and found the Worksheet and DELETED the entire Worksheet.  There was nothing of value on it anyway... there weren't enough Medical Expenses to matter.   The error no longer occurred when I attempted to file.  I filed Fed and State.  Keeping fingers crossed.  Let's see if they accept the return.

Level 1
Mar 19, 2021 5:55:57 AM

Same situation with my return, and after more than 5 hours on calls with various TurboTax support folks and ZERO successful workarounds, I'm pretty much giving up on TurboTax.

Level 1
Mar 19, 2021 6:00:15 AM

After multiple calls totaling more than five and a half hours, with ZERO success, I'm not going to call TurboTax again, except to get my money back.

 

Looking around the web, multiple people have had this problem, with a FALSE report of "Marked as Estimated" and a completely bogus field name over several releases, and TurboTax has failed to fix it or provide a workaround. So after doing all the work on my return and being prohibited from filing, I'm NOT A HAPPY customer!

Level 1
Mar 19, 2021 6:03:35 AM

That worked to eliminate the false error, but unfortunately I can't file that way. In my case this in a 1099-R and not insignificant.

 

TurboTax support's only recommendation, after more than 5.5 hours on the phone with them is "stop using TurboTax Premier (so much for my purchase of that and my VT state e-file) and switch to the on-line versin".

Returning Member
May 2, 2021 6:18:52 PM

it DOES NOT WORK

it insists that the entry is ESTIMATED

I even tried deleting the $ amount in Line 1 there and putting it in another line, still no good

And the line was never entered as estimated

Turbotax made it estimated to begin with, and will not let go of the false designation

 

Returning Member
Feb 20, 2022 12:37:48 PM

DOS NOT WORK

Lines 10 and 11 in my Medical Expenses Worksheet Hdeduc have no entries, and nothing marked as estimated.

Nonetheless it keeps flagging as estimated, and I cannot undo it, nor can I file.

I tried Unestimating it line by line and for the whole pae etc. nothing works.

I tried entering $1 and check, still is not estimated but flagged as such by the review and unable to file

 

Returning Member
Feb 20, 2022 12:40:39 PM

and by the way -- same problem last year --- and one year later Turbotax still has the same problem,, and not just for me evidently, to judge by the large number of frustrated commentators

Intuit Alumni
Feb 20, 2022 2:15:09 PM

Can you clarify your question a bit further? Also which form are you encountering the issue on @Roger in NY?

Returning Member
Feb 20, 2022 3:58:13 PM

Worksheet for medical expenses for Sch A

I was very detailed in first email 

at end of filling all details, and doing all calcs, when checking for errors, Turbotax identifies non-existing entries as being estimated.

I am referring to lines 10 and 11 

And it provides no method for unmarking them as estimated and does not allow progress to electronic filing

Right clicking does not do it, and going to edit at top of the page does not do it. Neither one allows to unmark estimated b/c the entry is not there, and was never entered, and was never entered as estimated.

And checking on Google search, it seems that many people had/have same issues going back at least to 2017. I had it last year and ended up just deleting the wksheet as my total med costs came in below the threshold. 

It was the only way I could get to electronic filing. System does not even allow for OVERRIDING

 

 

Intuit Alumni
Feb 20, 2022 4:32:56 PM

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:

 

TurboTax Online:
1. Sign into your online account.
2. Locate the Tax Tools on the left-hand side of the screen.
3. A drop-down will appear. Select Tools
4. On the pop-up screen, click on “Share my file with agent.”
5. This will generate a message that a diagnostic file gets sanitized and transmitted to us.
6. Please provide the Token Number that was generated in the response.

 


TurboTax Desktop/Download Versions:
1. Open your return.
2. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent”
3. This will generate a message that a diagnostic copy will be created. Click on OK and the tax file will be sanitized and transmitted to us.
4. Please provide the Token Number that was generated in the response.

 

@Roger in NY

Returning Member
Feb 20, 2022 5:32:57 PM

you ask for a token number

there isn't any

Intuit Alumni
Feb 20, 2022 5:55:32 PM

Did you follow the instructions @CarissaM posted? If so, what did you see when you followed the steps provided? 

 

The more information you provide us, the better we can assist you.

 

@Roger in NY

Level 2
Mar 6, 2022 11:55:25 AM

I'm having the same problem. Turbotax Deluxe 2021, downloaded version. Both of my forms 1099-R are getting an error message during the Federal Review: "Hyrdied is marked as estimated. Enter the correct number, the select "Unmark Estimated" from the Edit menu.." I get this problem whether I import them from the brokerage or hand-enter them. I have submitted a diagnostic copy, token number 946783. I'm stalled until you can help me with this.

New Member
Apr 8, 2022 4:56:37 PM

Same here. this is definitely a software error 

New Member
Mar 19, 2023 8:43:38 AM

Go to 'View' in the top left (next to File and Edit) and select 'Forms'.  Then go to the offending entry, right click on it, and select 'Mark as Unestimated'

Intuit Alumni
Mar 19, 2023 9:15:45 AM

You are commenting on an older thread. Is there something we can assist you with? @rushjohn