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CarissaM
Intuit Alumni

How to mark an worksheet as un-estimated?

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

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Roger in NY
Returning Member

How to mark an worksheet as un-estimated?

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

 

 

CarissaM
Intuit Alumni

How to mark an worksheet as un-estimated?

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

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Roger in NY
Returning Member

How to mark an worksheet as un-estimated?

you ask for a token number

there isn't any

Katina S
Intuit Alumni

How to mark an worksheet as un-estimated?

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

How to mark an worksheet as un-estimated?

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.

dcrobson
New Member

How to mark an worksheet as un-estimated?

Same here. this is definitely a software error 

rushjohn
New Member

How to mark an worksheet as un-estimated?

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'

CarissaM
Intuit Alumni

How to mark an worksheet as un-estimated?

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

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