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How do I report a problem to TurboTax?

In Section 48a, Line F on the Connecticut State Return, you still show 50% eligibility.  That was correct for 2024, but in 2025 that increased to 75%.  That must be fixed ASAP.

gandyman1
Returning Member

How do I report a problem to TurboTax?

  • I'm doing my 2025 taxes in Turbo Tax Premier desktop. Currently working on RRB 112.099's. In the 1099R section, it asks for Medicare premium total from box 12. My 1099R Medicare Premium Total is in box 11 and the RRB form 1099R does not even have a box 12. This seems like it could cause a major problem with the IRS.
EML-Davis
New Member

How do I report a problem to TurboTax?

Under Additional taxes and repayments (in Miscellaneous Tax Forms), in Excess ABLE account contribution is the statement "If more than $18,000 was contributed to an ABLE account this year, enter the amount of the excess contribution..." 

 

The correct maximum ABLE account contribution limit in 2025 was $19,000 - not $18,000.  Please fix this.

How do I report a problem to TurboTax?

Using the desktop Turbotax Business for a trust (form 1041) with a single beneficiary.  There is a disagreement between the value for line 4a on the Form K1 (long term gain distributed to the beneficiary) and the value in line 18a column 1 on the Schedule D.  These two values should be equal, and the difference between the total long term gain for the trust and the amount distributed to the beneficiary should show in line 18a column 2 (Turbotax initally sets this to zero).  The effect of this error is that the schedule D tax calculation is wrong, effectively treating the trust's share of the capital gain as ordinary income.  Turbotax allows you to manually correct the value in line 18a column1 and set it equal to the value from the K1.  After making this change, schedule D is correct, but then Turbotax changes the values in the K1, making them incorrect. 

NLM5021
Returning Member

How do I report a problem to TurboTax?

In the Turbotax 2025 Desktop for Mac program, under Wages and income, Your Income, Retirement Distributions, 1099R Payments.  The two boxes "I have more than one value in Box 7" and "IRA/SIMPLE/SEP box is checked" are already checked when you open the form.  You can uncheck both, but when you leave the page and go back, the box "I have more than one value in Box 7" is checked again, even though there is NOT more than one value in Box 7.  

How do I report a problem to TurboTax?

If you edit or review a 1099R it does not keep your answers from before but resets them to the defaults. Then you have to go through and answer them all again. So be sure to go all the way to the end of the 1099R section. They are right unless you go back.

How do I report a problem to TurboTax?

When using the worksheet it DOES NOT split or distribute the Mortgage interest deduction for MFS.

How do I report a problem to TurboTax?

It appears the error can be traced to the worksheet "Distributable Income for Schedule(s) K-1".  Line 4 in this worksheet is the distributable income from Net long-term capital gain, and the explanation on that line says "(Schedule D, line 18a, column(1))."  Note that column(1) of line 18a in schedule D is the amount distributED to the beneficiary, not the amount distributABLE.  The value for this line in the worksheet should be set equal to the amount in column(3) of line 18a in Schedule D, not column(1).  Fortunately, Turbotax allows you to override this worksheet value as well.  So if you manually set this worksheet value equal to line 18a, column(3) in schedule D, and then manually set the value in Schedule D, line 18a, column(1) equal to the amount of capital gain distributed from the K1, then it appears everything is correct.  Note that I am not a tax expert, so I recommend anyone facing this issue wait for confirmation from Turbotax.

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