How do I report TurboTax Software Errors?

[rrmalo95]

Inputting 1099-R from the Office of Personnel Management for a govt annuity. TT asking for the state tax withheld as reported in box 14. This info is in boxes 12-13 on the OPM form 1099-R.  In input the figure from box 12 on my 1099-R (the amount of withholding) in the line for box 14 on the TT form.  The state ID is listed in box 13 on my 1099-R but TT asking for it for box 15.  Will this discrepancy cause a flag at IRS.  I know Form 1099's are 100% computer matched at IRS

[DoninGA]

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@rrmalo95 wrote:

Inputting 1099-R from the Office of Personnel Management for a govt annuity. TT asking for the state tax withheld as reported in box 14. This info is in boxes 12-13 on the OPM form 1099-R.  In input the figure from box 12 on my 1099-R (the amount of withholding) in the line for box 14 on the TT form.  The state ID is listed in box 13 on my 1099-R but TT asking for it for box 15.  Will this discrepancy cause a flag at IRS.  I know Form 1099's are 100% computer matched at IRS

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The Payer is using the 2019 Form 1099-R format for the 2020 Form 1099-R.

IRS Form 1099-R for 2020 - https://www.irs.gov/pub/irs-prior/f1099r--2020.pdf

State information is on boxes 15 thru 17 on a 2020 Form 1099-R.  Enter what you have from the state information on your 1099-R into the correct boxes on the TurboTax 1099-R.

[macuser_22]

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@rrmalo95 wrote:

Inputting 1099-R from the Office of Personnel Management for a govt annuity. TT asking for the state tax withheld as reported in box 14. This info is in boxes 12-13 on the OPM form 1099-R.  In input the figure from box 12 on my 1099-R (the amount of withholding) in the line for box 14 on the TT form.  The state ID is listed in box 13 on my 1099-R but TT asking for it for box 15.  Will this discrepancy cause a flag at IRS.  I know Form 1099's are 100% computer matched at IRS

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If from OPM then it is  not a 1099-R, it is a CSA-1099-R which is different.   Choose the CSA (or CSF if inherited) form type.

[Steview]

Printing the documents required to file the Georgia Return does not automatically print Form 500 UET even though Line 40 of Form 500 has the box checked that 500 UET is attached.

[mrwbeav]

I am trying to submit my AZ state corporate taxes which are required to be e-filed - and due tomorrow.  (PS I called this morning and their "fix" did not help - which was to clear cookies and when that didn't work - to reload the software)  The Net Operating Loss Carryover form has a glitch in the logic and I believe it is the reason I am unable to submit my form.  I get this message:

NOL prev used 2017 cannot be larger than origional (yes that is how it's spelled) loss amount

(I get the same messages for 2015 and 2016 as well)

Tax Year  NOL Incurred   NOL Used Previously  NOL Available Currently  etc.

2015        -128,004             -41,034               -86,970

2016         -35,091                 0                         -35,091

2017         -11,205                 0                         -11,205

2018           

2019            

Keep in mind these amounts were pre-populated by the software.  In the literal sense of the word 0 is greater than -11,205 or -35,01 but the amount used is not greater than the original loss in any of these years.  So it keeps doing a circle where it needs a little bit more information before I can e-file and then it goes back to these screens and than acts like it will e-file again, but then goes back to these screens.  I also can't print and mail, because it says that e-file is required for Arizona. and it won't let me print  Not sure what to do as I can't get these submitted either way and this worksheet seems to be what is blocking that from happening (which is frustrating since I am not using any of the carryover loss this year).

[clifg]

I received a lump sum SS payment for 2019 in 2020.  The Home and Business TurboTax does not seem to be calculating correctly.  The 2020 1040 SR 6a SS benefits is my Box 5 amount on the 2020 SSA 1099.  Box 6b amount is the Box 5 amount less the 2019 paid amount of $13,144 at the bottom of the 2020 SSA 1099 plus  297.00 ADDED to the 2019 amount shown on the 2020 SSA 1099.   A summary page for 1040 show the amount  of $13441 as Social Security non-taxable.  The Lump sum worksheet for FORM 1040 LINE 6 shows Taxable benefits under lump elections as 45,349 compared to the actual 6b amount of 39,911.  

[Triker0912]

Retirement date information from the interview portion of Turbo Tax Premiere 2020 does not transfer correctly to Schedule E in the Louisiana State Return. Please take a look quickly.

[mesquitebean]

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@Triker0912 wrote:

Retirement date information from the interview portion of Turbo Tax Premiere 2020 does not transfer correctly to Schedule E in the Louisiana State Return. Please take a look quickly.

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This is mainly a user community forum.  If you don't get a response from someone familiar with the Louisiana return in this thread, here's how to phone TurboTax Support.

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

[roytrousdell213]

TurboTax 2020 Deluxe has a typographical error on its' Minnesota Property Tax Refund Return - "Enter information from your Property Tax Statement" screen. For "Step1 - Values and Classification", the input form states "Sent in March 2020" instead of March 2021. This can cause confusion and should be corrected. I wasn't sure how to submit this correction.

[Borkwicxt]

Turbotax refuses to Netfile because it says I have not entered the number of months in Box 21 or 23 of my T4A(P) form. I received a T4A(P) because I inadvertently started CPP but then cancelled my CPP for 2020 but they deducted Income Tax and so this form allows me to get back the Income Tax deducted, but the numbers in Box 21 and 23 are zero because I never actually started CPP. Nonetheless, I'm being forced to print and mail my form rather than Netfile.

Would it be better to lie and put a number, such as "1", in Box 23 so that Turbotax will allow me to Netfile, or will that create more problems down the road. I'm irritated because Turbotax is apparently unaware that Boxes 21 & 23 can be zero when CPP is cancelled.

[DoninGA]

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@Borkwicxt wrote:

Turbotax refuses to Netfile because it says I have not entered the number of months in Box 21 or 23 of my T4A(P) form. I received a T4A(P) because I inadvertently started CPP but then cancelled my CPP for 2020 but they deducted Income Tax and so this form allows me to get back the Income Tax deducted, but the numbers in Box 21 and 23 are zero because I never actually started CPP. Nonetheless, I'm being forced to print and mail my form rather than Netfile.

Would it be better to lie and put a number, such as "1", in Box 23 so that Turbotax will allow me to Netfile, or will that create more problems down the road. I'm irritated because Turbotax is apparently unaware that Boxes 21 & 23 can be zero when CPP is cancelled.

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This is the TurboTax US user community website.
Go to this TurboTax Canada website for assistance with a Canadian tax return or the TurboTax Canada editions - https://turbotax.community.intuit.ca/community/turbotax-support/help/03/en-ca

[Borkwicxt]

Done. Thanks.

[shilsenbeck]

I have reached a point in TT20 where it offers to upgrade to premium for $30 or proceed with Deluxe without upgrading. If I select proceed with Deluxe, the software hangs and never comes back. I have to kill it off, but cannot get past this point.

I am using Win10.

[Mang Gorio]

The following comments apply to Turbo Tax Premiere 2020 which was downloaded to my laptop. There is an error in the software in that it does not correctly calculate the dollar amount that should be in line 18 of Form 1116. According to both turbo tax help information and the instructions for Form 1116 from the IRS the number in Form 1116 Line 18 is from Line 15 of Form 1040 and adjusted by using the Form 1116 line 18 worksheet if the filer used the Qualified Dividends and Capital Gain Tax Worksheet. Turbo tax does not make this adjustment and that results in Form 1116 Line 18 being overstated which then understates the Tax Credit the filer is allowed and raises the tax due. This is not a question of interpretation of tax law but a failure in the software to do the math to adjust the number. Please fix right away and make sure that current users are aware of the error. You are directly costing some of your customers money.

[Mang Gorio]

The comments below relate to Turbo Tax 2020 Premiere that was downloaded to my laptop. There is an error in Turbo Tax where on Form 1116 Turbo Tax adds up the dollars in Line 8 columns Q, R, S and puts the sum in column T. Then it adds up the dollars in Q, R, S, and T and then puts the sum in column U. This causes column U to be overstated since columns Q,R, and S are already, an erroneously included in column T. Column T is not supposed to include what is already reported in columns Q,R, and S. It is "Other foreign taxes paid or accrued" as in other taxes that are not already reported in Q,R, and S. Please warn your customers about the error and fix it ASAP.