Issues with 2024 Turbo Tax deluxe

[jimchristo13]

Issues with Turbo tax deluxe 2024 that I encountered when filling out the forms

1. Oregon OR-ASC form (used in 2023) did not appear as part of the Oregon return. I had to go get it. If I used it last year, I believe it should be included, so I don’t forget it.
2. Form K-1: I’m getting an error on line 2. The form is asking for a profit or loss so it should be a number.  Yet Turbo tax wants me to erase the loss number provided by the payer firm’s K-1 statement and leave it blank. I do not understand this.  I finally had to remove the loss provided by the payer in order to e-file . SO now the tax return disagrees with the tax form provided by the payer to the IRS  and I suspect the IRS will catch it. Even talking with Turbo Tax help desk did not resolve the issue.  I suspect it is a bug in the software program.
3.  Payers Tax ID number was not transferred from last year’s return of  a number of 1999s used last year. , so I had to manually enter the numbers. Not sure why.
4. On some form lines, Turbo Tax will not let one enter information. Instead it has to be entered on a different form. Yet there is no pointer to that different form forcing me to try to figure out which form I can enter the number on and then I have to hunt for it and that takes lots of time. I’ve encountered this several times, In past years, I recall there being pointers when this situation occurred. The pointers  feature should be added back in.
5. The program asks me if I got a 1095-A from my health insurance company, instead of form 1095-B which was provided to me by the insurer.
6. For annuities that are a monthly payment, the form asks for a Required Minimum Distribution (RMD) number but that number is not provided by the annuity payer. The Turbo Tax help desk suggested  I enter 0, but I don’t know if that is right. On my OPM pension, there is no RMD on the OPM website so I have no idea what the number should be.

I didn't know where else to post this so I hope it is in the right place. Ther should be an Intuit email for this sort of thing but the help desk didn't know it and suggested I post in the community.

[BillM223]

#2 - which type of K-1 was it, for an 1041, 1065 or 1120? For some reason, the IRS has different versions of this form.

#5 - The program is right to ask you if you received a 1095-A, because if you did, you have to enter it. Otherwise, just answer No, because the 1095-B and 1095-C forms are not entered into TurboTax.

#6 - The amount of your annuity from the OPM IS the RMD. Qualified plans are structured that way, so that your pension distribution always includes the RMD. When asked, just say that the distribution includes the RMD.