Pdf from desktop printed from TT 2023 shows IRS amount due is less than current TT 2023 application IRS amount due on my screen. Need theses to match. How?

[Ken110]

The Turbo Tax Expert could not explain. Please someone help. According to Turbo Tax application that I opened today from 2023, I still owe the IRS

[VolvoGirl]

Are you using the Desktop program?  Switch to Forms mode and double check 1040 line 37.  Is the screen adding federal and state together?  Is there a penalty on line 38?  

And your return and Turbo Tax will always show the tax due.  It isn’t updated when or if you pay.  And the IRS doesnt update Turbo Tax.  Your only proof of payment is your bank or credit card statement showing it coming out.  Turbo Tax does not pay it.  They only send your bank info to the IRS or state for them to pull it out of your account.

[Ken110]

Yes it is the desktop.

1-I entered the amount of my IRA contributions.

2- Turbo Tax determined that I was not eligible to take the deduction of the IRA contribution .

3- This total due the IRS was indicated 

4- I filed the return using the Turbo tax desktop application 

5- When the payment was made to the IRS on April 15 it indicated an amount which I have since determined was as a result of the IRA contribution being calculated into the return.

6- I saved the PDF of the return when I filed. I did not look at the amount due the IRS because I believe it to be the higher amount.
7- I subsequently opened the application and it, the TurboTax application shows that the payment due the IRS was higher. I determined this to believe that the IRA contribution is not calculated in the application.

8- I do not understand how the PDF printed at the time of filing could be different from what the application shows now (that I owe more to the IRS).

9- the expert I spoke to today at Turbo Tax could not explain it and unfortunately, I am in the situation. I am at now

10-I am looking for a solution to the above specifically why does the application now show that I owe more to the IRS then was originally calculated and filed and paid?

[VolvoGirl]

It is possible that Turbo Tax put out an update that changed your return.  Did you let the program automatically update?  Good thing you have the pdf from when you filed.  Compare the filed 1040 pdf with the current 1040 line by line.  What changed?  I don't know about your IRA situation.  Maybe another user can help @dmertz   

[Ken110]

It’s not on auto update but I update whenever one is requested.
The difference is the IRA distribution. It doesn’t appear on the current Turbo tax app on schedule in 1.

It does appear on schedule 1 in the pdf return 

[VolvoGirl]

Did you make any  changes?  Like when you found out the IRA contribution was not eligible did you take it out?  I don't understand your #5, did your return show a deduction for the IRA?  On schedule 1 page 2 line 20.  How did TT indicate you were not eligible to take the IRA deduction?  But it gave you the deduction? 

And do you mean contribution when you said....."The difference is the IRA distribution." 

[Ken110]

It’s three months ago, but it’s quite possible that I took out the IRA contributions. But at what point I don’t know. In any event why wouldTT not have pointed it out as an error before filing?

the PDF copy shows the IRA contribution and therefore the lower amount due the IRS. How this happened. I don’t know.

yes I meant contribution.

[dmertz]

During 2024, TurboTax fixed a bug in 2023 TurboTax (and earlier versions dating back to when the bug was introduced) that had caused traditional IRA contributions to be allowed to be treated as deductible by TurboTax miscalculating the MAGI for the purpose.  If I remember right, this bug manifested for those who have basis in nondeductible traditional IRA contributions and received a distribution from an inherited IRA and the distribution from the inherited IRA was inappropriately excluded from the MAGI.  If TurboTax is now treating your traditional IRA contribution as nondeductible when before it was being treated as deductible, the tax liability now shown is probably correct and the amount shown in the earlier pdf file is probably incorrect.

[Ken110]

Thank you that makes sense now. So I guess bottom line is that I should file an amended return to pay the difference. Is that correct?

[Ken110]

he only thing here is state bug manifest who had been in nondeductible And received a distribution an inherited IRA the distribution from the inherit was inappropriately excluded from the MGG.I.

I did not receive a distribution.

[Ken110]

Sorry for the grammar in the previous post. I meant to quote you As follows”this bug manifested for those who have basis in nondeductible traditional IRA contributions and received a distribution from an inherited IRA and the distribution from the inherited IRA was inappropriately excluded from the MAGI.”.

my point in this post is that I did not receive a distribution. Does this make a difference?

[dmertz]

With no distribution, you are probably not affected by the bug that I mentioned, but check to see if your tax return now shows a nondeductible contribution on Form 8606 line 1.  If it's neither there nor on Schedule 1 line 20, you apparently removed the contribution entry.  If you removed the entry but actually made the traditional IRA contribution, you must reenter it.