How do I report TurboTax Software Errors?

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@Mick999 wrote:

Appears to be an error when entering a Roth IRA contribution.  Turbotax is increasing the federal tax refund. It should no do that.  See quote below:

 

"Roth IRA Versus Traditional IRA Because Roth IRA contributions are not tax-deductible, it means that contributing to a Roth IRA will not increase your tax refund. "

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You're less likely to get a response in this long cluttered thread with many users with multiple issues, but I see you did start your own new thread on that topic, which is good, since with a new thread it is more visible and more likely to attract a person familiar with it.   I see your other thread has attracted a tax expert and has an answer.    See if that resolves your issue.   If you need to continue the discussion, you may wish to continue it in that thread.  It's at this link:

https://ttlc.intuit.com/community/retirement/discussion/why-does-fed-tax-refund-increase-when-i-make-roth-contribution/01/2112661#M142682

It depends on what kind of income you have, if you have capital gains or qualified dividends the tax is not taken from the tax table but is calculated separately from schedule D.  The tax will be calculated on the Qualified Dividends and Capital Gain Tax Worksheet.  It does not get filed with your return.  In the online version you need to save your return as a pdf file and include all worksheets to see it.

For the Desktop version you can switch to Forms Mode and open the worksheet to see it.  Click Forms in the upper right (upper left for Mac) and look through the list and open the Qualified Dividends and Capital Gain Tax Worksheet.

You can probably tell because the tax on 1040 will be less than the Tax Table

https://ttlc.intuit.com/community/forms/help/form-1040-line-11-amount-is-less-than-standard-irs-tax-table/00/25752

@ Hal_Al   When you are next in the forum, do you have any suggestion for user JTROBERTS in regard to the Ohio school district code in his images above and why TurboTax is not accepting it.   Thanks!

ADDENDUM  1:43 PM Pacific

By the way @ JTROBERTS  right after I requested the help from Hal_Al,  I just noticed that in your first image above (the form from TurboTax), the County field asks for "first 4 letters", and I see you have the full name of the county entered.   I wonder if that would have anything to do with it not recognizing the code.  Whether that's significant, I don't know.   But maybe that is causing some sort of "mismatch."   You may wish to try shortening it to the first 4 letters to see if that makes any difference in your problem.

you are looking in the wrong place the tax tables say the tax on 55468 for HOH should be 6553. you are reading the tax rate schedule incorrectly. on that amount of taxable income, the tax is $6162 + 22% on taxable income over $53700. so only about $1800 of your taxable income gets taxed at 22%.  there is no error to report. 

the online version would be correct, assuming your state taxes unemployment income. 

while the federal return removed up to $10,200 of unemployment income, there was no impact for the state.  Thus $811 before the federal was adjusted and $811 after the federal was adjusted makes sense.

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@Buford-87 wrote:

Turbo identified an error but will not permit me to correct it. Can't file until its corrected. How do I solve the problem?

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What product are you using--desktop software (CD/download) or Online TurboTax?  If desktop software, is it for Windows or Mac?

"an error" is too generic.  You'll need to provide specific info, and someone might comment here, but it's less likely to be seen in a long cluttered thread like this with multiple users and various issues.

Or if you wish, here's how to reach TurboTax Support for realtime help by phone:

Hours are 5AM-9PM Pacific (8AM-12 Midnight Eastern) 7 days/week.

You can use this contact form to get a phone number.
https://support.turbotax.intuit.com/contact

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@hgffrank wrote:

When I'm asked if I have a 1099-R, I click on YES, next screen tells me I'm about to be impressed. I click Next, and the page goes blank...never loads. 

I was not impressed.

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The fact that it said you would be "impressed" would be a bit comical and ironic, if it were not frustrating.   I'll assume you are using Online TurboTax, because that screen is not present in the desktop software.    What it hopes you will be "impressed" by is that it allows you the opportunity to import the 1099-R into your return--IF your Payer is a participating partner, and if you want to import it.   Otherwise, you'll have the opportunity to choose to type it in yourself.

In the Online version, a non-loading page is sometimes due to a browser issue.   Do you have another browser to try?   That will often solve it.   If you don't have a second browser handy, then try this:

Log out of TurboTax.

Empty the browser Internet cache.

Close and open the browser.

Log back into TurboTax and try again.

If you still have the problem page after that, do all that again, but this time when you open the browser back up choose a private window (aka private browsing, incognito mode, etc.)

Does it still recur?

The non-loading page is titled "Let's import your tax info", and it has a search line and some financial institution logos.  When you finally get to it, if you don't want to import, or if your Payer is not a partner institution when you use the search line, then you can scroll down on that screen and at the bottom right choose "Change how I enter my form."    On the next screen at the bottom choose "Type it in myself"  and continue on.

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@haydenm261 wrote:

Form 1040 form 1040Sr Line 1-7. 

4a has an entry of 1160

4b has an entry of 2320

How can line 4 b be greater than line 4a

The latest version increased my taxes by significantly  as I think line 4b should be the same as 4a or lower

 

Numbers are representative. 

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Correction.   The total distribution should be on line 4a.  Try deleting the 1099-R and see  if goes away form both lines.

I believe that can happen if you have more then one 1099-R.  Some 1099-R's leave line 4a blank if it is all taxable.