How do I report TurboTax Software Errors?

[gburtles]

There appears to be an error in the way U.S. Government Interest (from Series EE Savings Bonds) is treated in the TurboTax Virginia income tax calculations.  U.S. Government Interest income should be EXCLUDED from VA taxable income.

The VA 760 Form starts with the taxpayer's AGI on the federal tax return.  Note that the federal AGI INCLUDES U.S. Government Interest.  However, if I examine the "Sch ADJ" form in TurboTax's VA income tax calculations, I see that U.S. Government Interest is first treated as an ADDITION to income (in line 2b of the "Schedule ADJ/CG").  Beside line 2b, TurboTax assigns a code to this addition.  In my current tax return calculations, the TurboTax-assigned code is "10". According to the VA income tax website, this code indicates the income is "Interest on obligations of other states". This is obviously an error, because that exact amount of interest was earlier identified as U.S. Government Interest.  (My income from "obligations of other states" was far lower than my U.S. Government Interest last year.)

In the "Subtractions" section of Schedule ADJ/CG, my U.S. Government Interest once again appears (correctly) on Line 4, which is labeled "Income (U.S. obligations/securities)".  The effect is to subtract U.S. Government Interest from the running total.

Note that the effect of first the Addition and then the Subtraction of U.S. Government Interest to the federal AGI is to leave the federal AGI unchanged.  In essence, U.S. Government Interest remains included and fully taxed by the TurboTax code. Under Virginia law, U.S. Government Interest should be treated as tax free.

This problem should be fixed. Otherwise, Virginia taxpayers will find themselves paying state income taxes on U.S. Government Interest, even though that interest income ought to be EXCLUDED from income that is taxable in Virginia.

[cogrady]

Turbo tax added a large deduction to Line 24 on my IT 196 form for NY state.  I dont think it is correct but I don't know how to fix it.

[ntoltzis]

Have completed my return but software will not allow more than $300.00 in cash charitable contributions on form 1040 line 12b.  Instructions clearly state 300 for single but 600 for married couples using standard deduction.

[DoninGA]

---

@ntoltzis wrote:

Have completed my return but software will not allow more than $300.00 in cash charitable contributions on form 1040 line 12b.  Instructions clearly state 300 for single but 600 for married couples using standard deduction.

---

For the TurboTax desktop editions -

To remove the error I went into Forms mode and deleted the Charitable Organization Worksheet.  Then on the Form 1040 Worksheet for Line 12b removed the $300 amount so Line 12b is now blank (empty).

Going back to Step-by-Step I completed the Deductions & Credits section without entering anything for a charitable donation.  Continuing through the screens until landing on the screen labeled Charitable Cash Contributions under Cares Act, I entered $600.  Continued through Final Review without error.

For the TurboTax online editions -

The problem appears to be that a charitable donation was entered in the Deductions and Credits section of the program when you are only eligible for the Standard Deduction.

Click on Tax Tools on the left side of the online program screen

Click on Tools

Click on Delete a form

Scroll through the all the forms, schedules and worksheets listed and delete all the Charitable Organization forms listed.

When completed with removing forms click on Continue With My Return at the bottom of the list.

Click on Federal on the left side of the screen

Click on Deductions & Credits at the top of the screen

Scroll down to the bottom of the page and click on Wrap up tax breaks

Continue through the screens.  After the screen showing that you are getting the Standard Deduction the following screen is Charitable Cash Contributions under Cares Act.  Enter $600 if filing Jointly or $300 for all other filing status'.  The federal review and the Final Review should no longer show an error for the charitable donation.

[nichojo6]

I am using desktop TurboTax 2021 Home Business. I am trying to enter a 1099S for sale of a TimeShare. If I follow the directions, I should go to Investment Income/ Stocks, Bonds.... Then I say I did NOT get a 1099-B, where it should then ask me what kind of investment I had. However, the software jumps to assuming I did get a 1099B, and I have no way of entering my 1099S info. Please help.

[RIREK]

On the 1095A forms employers are allowed to use alpha-numerics for contributions (eg 1a/2c) this is not the case for entering in my 1095a form for Turbo tax so I have no way to enter it without divining a number my employer didn't even have to calculate. Please allow alpha-numerics for this entry that relate to the corresponding tax codes (1a being met at least enough contribution so the employee did not have to spend more than required through ACA poverty level requirements at 9.5%... etc)

[DoninGA]

---

@RIREK wrote:

On the 1095A forms employers are allowed to use alpha-numerics for contributions (eg 1a/2c) this is not the case for entering in my 1095a form for Turbo tax so I have no way to enter it without divining a number my employer didn't even have to calculate. Please allow alpha-numerics for this entry that relate to the corresponding tax codes (1a being met at least enough contribution so the employee did not have to spend more than required through ACA poverty level requirements at 9.5%... etc)

---

You do not receive a Form 1095-A from an employer.  If your employer provided health care insurance you would receive a Form 1095-C.

A Form 1095-C or Form 1095-B is not entered on a tax return.

You would receive a Form 1095-A if you received Marketplace Insurance through your state or from healthcare.gov.

For a Form 1095-A go to the healthcare.gov website - https://www.healthcare.gov/blog/filing-2021-taxes-with-form-1095-a/

[RIREK]

I received it through my employer and they used code 1a and 2c which are not able to be put in in Turbo tax because Turbo Tax does not allow alpha numerics. I HAVE my 1095 form that is not the issue, the issue is Turbo tax's software does not allow me to enter it as it is.

[RIREK]

Most large employers are going to be going with the alpha numerics on full year employees, because it's easier than calculating for each employee

[VolvoGirl]

But what kind of 1095 did you get??

1095A or 1095B or 1095C ?

[VolvoGirl]

Just don't enter it at all.   Say no you did not get Ins through the Marketplace.   You got it through your employer.  Skip the Health Care section.

[RIREK]

I got 1095C- that's what the employers give. And if I don't enter it all, it says I may not be eligible for all my state refund. 

[RIREK]

Oh, but I see, it wants a 1095A form specifically there, which I did not get, that is confusing. Thank you.

[DoninGA]

There is nowhere on the federal tax return to report a Form 1095-C or Form 1095-B.  Additionally the penalty for not having health care coverage was removed from the tax code.

If you paid for health insurance and there is a deduction or credit on your state tax return for that payment then it should be covered in the state program interview.

[VolvoGirl]

You don't need to enter a 1095-B or 1095-C.  See

https://ttlc.intuit.com/community/forms/help/do-i-need-to-enter-my-1095-c/00/26674