How do I report TurboTax Software Errors?

[xmasbaby0]

@booch74

You are posting from Deluxe  $60

State return $50

Refund processing to have fees deducted from federal refund by 3rd party bank $39.99 ($44.99 in CA) (This fee is optional and can be avoided by paying TT upfront using a credit/debit card)

WHY DO I HAVE TO PAY?  I WANT THE FREE EDITION

The information that you can enter in Free Edition is pretty limited now.  Thanks to the new tax laws that began for 2018 returns, there are no more simple Form 1040EZ or 1040A's.  Everything goes on a Form 1040 that has three extra "schedules" with it, and if you need any of those schedules, you are not able to use the Free Edition.  Using the standard deduction instead of itemizing does NOT mean you will not need any of those schedules.https://ttlc.intuit.com/questions/4511011-what-happened-to-the-1040a-and-1040ez   If you started in the Free Edition and entered any data that required any of those three schedules, you have to upgrade to a paid version.   The Free Edition cannot be used for self-employment income, investment income, rental income or a student loan interest deduction,

https://www.irs.gov/forms-pubs/about-form-1040 

If you qualify to use it, there is another full-featured free version of the software:

Try Free File: 

You qualify if your income was $39,000 or less, or $72,000 or less if active duty military, or if you qualify for Earned Income Credit

https://ttlc.intuit.com/questions/1900583-what-is-turbotax-free-file-program

• https://ttlc.intuit.com/questions/2026912-how-do-i-switch-to-turbotax-free-file-program

Note:  If you do not qualify to use Free File then you will have to upgrade to Deluxe or higher in the paid versions of the software.   

 Online Deluxe $40  State software $40

Or—-Use this IRS site for other ways to file for free

https://apps.irs.gov/app/freeFile/

If your TurboTax fees are higher than expected, you can reduce them by removing add-ons:

• Remove Premium Services
• Remove MAX Defend & Restore
• Remove a state
• Remove PLUS Help & Support
• Remove Pay With Your Refund

[Toni M Hutto]

Everytime I try to review my Assets in Self Business, it circles around and returns me to the same page that says Review by Assets.

[56vdubb]

Hi, 

IRS found a miscalculation on my 1049 tax forms that I used TurboTax pro on.  IRS changed the "tax computation " and the error resulted in me owing $2958.17 in additional taxes.

My calculations for Line 8b adjusted gross and taxable income and line 11b were not calculated correctly using the turbotax program.  IRS found did the same calculations using the same data for line 8b and 11b but is showing a larger total tax  calculation on line 16.

Please help me figure out why.

Thanks,

56vdubb

[bussaroni]

Software does not ask questions as they pertain to the 2020 Minnesota return. In particular M1M line 19 for private school tuition paid. This was asked and recorded properly for 2019 but not 2020.

[DawnC]

There has to be something different entered on the tax returns.   @56vdubb  

You can click on the tax amount on Line 16 to see where it came from.    In plain English, if you pay an IRS or state penalty or interest because of a TurboTax calculation error, we'll pay you the penalty and interest.

For complete details, see our Intuit Software End User License Agreement (look about 2/3 of the way down the page, under the heading TurboTax Accurate Calculation Guarantee).

You can read the fine print at the Intuit Software End User License Agreement for TurboTax Desktop Software or the End User License Agreement for TurboTax Online. Enter accurate calculation in the Find feature in your browser (usually listed under Edit) to go to it quickly.

[Mike9241]

the IRS should have sent you a letter or will in the next 2-3 weeks explaining what lines changed. 

line 16 is just a total so it's either that you did not enter something correctly so one or more lines 12, 13  and/or 15 were incorrect, or that Turbotax made calculation errors for those lines.  in rare situations it's the IRS that's in error. 

[deliaquiroz]

Yesterday after I finish preparing my tax return, I try to e-file it, but it was a message saying that the zip code 55101 that shows on Securian Life Insurance Company document is invalid. I do not what to do. Please help.

[mesquitebean]

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@ deliaquiroz wrote:

Yesterday after I finish preparing my tax return, I try to e-file it, but it was a message saying that the zip code 55101 that shows on Securian Life Insurance Company document is invalid. I do not what to do. Please help.

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It can sometimes say an address has a zip code error when it's actually something else wrong with the address.

Be sure the city and state abbreviation are correct.  It's easy to choose the wrong state abbreviation in a dropdown menu, such as confusing MA, ME, MN, MO or AK, AL, AZ, AR, etc.    If the wrong abbreviation is chosen, that would cause a zip code mismatch.

Also verify the official address styling and zip code at this US Postal Service tool:

https://tools.usps.com/zip-code-lookup.htm

[JNelson3]

The Turbo Tax 2020 does not have form 1099 entry available. It said it is not available yet. I tried to download from the web but it said serial # was already associate.

[DoninGA]

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@JNelson3 wrote:

The Turbo Tax 2020 does not have form 1099 entry available. It said it is not available yet. I tried to download from the web but it said serial # was already associate.

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What type of Form 1099 are you referring to, there are almost two dozen different types?  1099-INT, 1099-DIV, 1099-R, 1099-B, 1099-S, 1099-MISC, 1099-NEC, etc.

[mesquitebean]

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@ JNelson3 wrote:

The Turbo Tax 2020 does not have form 1099 entry available. It said it is not available yet. I tried to download from the web but it said serial # was already associate.

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"It said it is not available yet."

That implies to me that you installed from a CD (or very early download) and have not yet updated your program to a current release.    That sounds like a very early release prior to when the forms were finalized.

And as DoninGA asked, what kind of Form 1099?

Is that your situation?  Did you install from a CD (or very early download), and have you run the updater?  

What version of TurboTax are you using--desktop software for Windows or Mac?

If using Windows, see this FAQ on updating:

https://ttlc.intuit.com/community/installing/help/how-do-i-update-turbotax-cd-download/01/26038

If you are using Windows and having a problem updating the program, here's how to get a manual update for the Windows version of TurboTax:

https://ttlc.intuit.com/community/updating/help/manually-update-turbotax-for-windows-software-basic-...

[Speedyfish]

Re: TurboTax South Carolina

South Carolina allows a $10,000 exemption from taxable Survivor Benefit Income.

TurboTax allows you to enter a Survivor Income 1099R (with reason #4 - Death) for EACH of the husband and the wife...a total of 2 exemptions or $20,000 tax free.

My wife has TWO (2) separate Survivor Incomes on TWO (2) separate 1099R's for TWO (2) different former husbands who are deceased.  

I have ONE (1) Survivor Income on ONE (1) 10099R from my former wife who is deceased.

WE confirmed with South Carolina Dept of Taxation that we should receive THREE(3) exemptions totally $30,000 but TurboTax does not have a way to enter more than two.

[Speedyfish]

Re: TurboTax South Carolina

South Carolina allows a $10,000 exemption from taxable Survivor Benefit Income.

TurboTax allows you to enter a Survivor Income 1099R (with reason #4 - Death) for EACH of the husband and the wife...a total of 2 exemptions or $20,000 tax free.

My wife has TWO (2) separate Survivor Incomes on TWO (2) separate 1099R's for TWO (2) different former husbands who are deceased.  

I have ONE (1) Survivor Income on ONE (1) 10099R from my former wife who is deceased.

WE confirmed with South Carolina Dept of Taxation that we should receive THREE(3) exemptions totally $30,000 but TurboTax does not have a way to enter more than two.

[SADIELOVE]

I WAS GOING OVER MY RETURN, AND I DISCOVERED I HAD NOT SUBTRACTED LINE 11 FROM 14, I PUT IN ZERO, AND ITS NOT RIGHT!!   PLEASE TELL ME IF I SHOULD WAIT FOR THE IRS TO CORRECT IT, OR DO I HAVE TO FILA AN AMMENDENT???

THANK YOU

[njmackin321]

I found 2 software errors: 

- Iowa - Did not populate line 18 of schedule A with my Fed 4684 fed disaster loss. I had to manually override that to populate it.

- Iowa - Form 1040 Line 24:  Other Adjustments Statement - populated $300 on line jj when I itemized Iowa.  Per the Iowa 1040 instructions "Charitable contribution for non-itemizers from federal form 1040, line 10b. The charitable contribution cannot exceed $300. IA 1040, Schedule A may not contain any charitable contributions which were deducted on this line."  Turbotax did not reduce my deductions on Iowa schedule A by the $300 and I had to manually override that field.