How to report a BUG and error with TurboTax Home and Business 2022 desktop

[WT6]

Thanks, Amy.   I tried the workaround.  It doesn't quite work, because it causes my Social Security worksheet to recalculate, and it still leaves a non-zero amount on line 6b of Form 1040.  Unfortunately, the "other income" is part of the formula used to compute the amount I'm trying to cancel out.

I don't see any new sections for Canadian pensions under treaty.  There is a "Canadian Registered Pension Income" section for Canadian RRSP accounts, but I'm pretty sure that was also there last year.

So do you think there's any hope this could be remedied with a cleaner solution this year before the filing deadline?

[AmyC]

Maybe. You have great points, and are clear. Yes, I knew 6b would exist but the income would not, thank you for the update. The next option is to call 1-800-446-8848 and see if they have any other wisdom or can report the issue. Reporting the issue requires making someone understand the need and passing it along. I see the need but am restricted to February for reporting.

[WT6]

I tried, but I can't even get past the phone menu.  My purchase level didn't include live support.  If you could keep this on your list for February, I would be very appreciative.   I don't see any alternate means for me to report this to anyone.  Thank you very much for your help.

When the IRS free fillable forms service comes on line later this month, I'm going to see if it's possible to take my overridden TurboTax output and submit it that way without having to copy everything.  I really hate mailing a return to Austin, because it's always incredibly slow, probably due to low staffing levels at the IRS. 

It would make life much easier if this problem were resolved before April.

Thanks again.

[AmyC]

I have your case on my calendar for reporting. Since you have the desktop version, you are aware of the overrides available and should be able to file a return but certainly understand your preference for a clean return where the program does the calculations.  I am curious about the forms and how that will work. Best wishes!

[WT6]

Thank you for your help, Amy, and Happy New Year.

[WT6]

Hi Amy,

Do you happen to know if this problem has been triaged/prioritized?  If there's no chance it'll be fixed in the next month, I was going to start the tedious process of transferring my data over to the IRS's free fillable forms.

Thank you.

[AmyC]

The investigations team really needs to know that an actual customer has a complaint and is willing to share their data - scrubbed clean before it can move to the next stage.

I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below and be sure to @AmyC in your response:

TurboTax Desktop/Download Versions:
Open your return.
Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent”
This will generate a message that a diagnostic copy will be created. Click on OK and the tax file will be sanitized and transmitted to us.
Please provide the Token Number that was generated in the response.

@WT6 

[WT6]

@AmyC  The file has been sent.  The token number is 1197884.

So again, is there any hope of this being fixed soon, or should I move on to plan B?

[AmyC]

Thanks so much! Now it is in the hands of the investigation team. Once they agree it goes to programmers and then they determine the next step. I am only able to track as things move through the investigations process - not beyond it. You are welcome to check back but depending on where we are, I may or may not know something. The work around I mentioned above is currently the only option. Thanks for your help!

[WT6]

@AmyC  The workaround doesn't really work, for reasons I explained above.  My only choices at this point are a) override the taxable amount and send in a paper return, or b) copy all of my forms over to the IRS's free fillable forms, which is extremely tedious and error prone.  Since it is the end of February, and this is only now going to be triaged, I'm going to assume it's not happening in time and I need to figure out something else.  I would appreciate it if you could follow up in this thread if and when this ever gets fixed.  If I don't hear back that it's been fixed, I'm going to find another option next year for doing my taxes.  It's simply not acceptable for TurboTax to instruct a user to do something that may cause them to file a return with errors, then make it impossible to eFile when they attempt to fix it.  Thank you for your help, in any case.

[georgevw1]

Token # 1203188

Two issues:

1.  I entered the purchased accrued interest paid on various bond purchases into my 1099-INT worksheet for Stifel.  However, in order for the correct amount of purchased interest to transfer to Schedule B ($889.14) I had to enter $1,279.67 in the accrued interest field on the 1099-INT worksheet.  Why is the amount entered in the worksheet not being correctly transferred, and what is causing this reduction in the accrued interest paid in the transfer process?

2.  I received a 1099-MISC from Stifel for "contract fee" income related to quarterly payments made on index linked securities.  It's something like a quarterly interest payment except that the payment is contingent on certain stock index behaviors with which the security is linked.  If the conditions are met, the payment is made; if not, the payment is skipped.  For some reason Turbo Tax wants to treat these payments as business income rather than investment income and forces the user into a Schedule B situation.  I had a difficult time breaking the link to Schedule B.  Perhaps TurboTax needs to add a category for Index Linked Securities Contract Fees (or Payments).  Your thoughts?

Thank you.

[hvanaken]

turbo tax diagnostic
1213699

[Johnbresnahan]

Token 1221740. My state return (Georgia) is not carrying over my SS taxable portion to line 8 of the Ga form 500 Schedule 1 Adjustments to Income

[DoninGA]

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@Johnbresnahan  wrote:

Token 1221740. My state return (Georgia) is not carrying over my SS taxable portion to line 8 of the Ga form 500 Schedule 1 Adjustments to Income

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So you are saying that there is a taxable amount of SS on Line 6b of your federal Form 1040 and there is no amount at all on Line 8 of Form 1040 Schedule 1?

Are you age 62 or older so that you are eligible for the Georgia Retirement Income Exclusion?

[mararama]

Qualified dividends and capital gain are taxed at 18.8%. Has to be 15% with my income level