Reporting a program error

[rscrivener]

I have encountered an error in the Turbo Tax 2025 program and wish to report it so it can be corrected. I’m not sure if they are aware of the problem but the tax calculation was showing an erroneous RMD under withdrawal penalty on my 1099-s entries. I determined the cause of the error and wish to inform them. I am using the MAC Premier version.

[GabiU · Accepted solution]

Hi @rscrivener 
Can you explain which screen you're on and the cause of the error you've found? We'll need a diagnostic file which is a copy of your tax return that has all of your personal information removed to take a deeper look at this. You can send one to us by following the directions below:
 
TurboTax Online​

1. Sign-in to your online account. ​
2. Select "Pick up where you left off"
3. Click on “Tax Tools” to the left hand side of the screen. ​ 
4. Select "Tools"
5. A drop-down will appear. Click on “Share my file with  Agent”. This will generate a message that a diagnostic copy will be created.
6. When the token is generated, be prepared to type in your notes or in a message (unable to copy and paste)
7. Click “OK”.  The tax file will then be sanitized and sent to us. This action will generate a Token Number
8. Please respond directly to this message and provide the Token Number that was generated.

TurboTax Desktop

1. Open your return. ​
2. Click “Online” and select "Send Tax File to Agent". ​
3. This will generate a message that a diagnostic copy will be created.
4. When the token is generated, be prepared to type in your notes or in a message (unable to copy and paste)
5. Click “OK”. The tax file will then be sanitized and sent to us. This action will generate a Token Number
6. Please respond directly to this message and provide the Token Number that was generated.

Thanks! 

[rscrivener]

Token # 11755915-62656117

In the fourth 1099-R I answered $0 when prompted for RMD amount because that IRA was opened in 2025. A penalty was assessed because the calculation ignored the distribution amount for that 1099-R. If I replace the $0 response with $1, the distribution amount was registered and the penalty went away.

[GabiU]

Hi @rscrivener 
We're taking a look at your example. The workaround you provided should not prevent you from filing at the moment. If we have any updates, we'll reply on this thread or send you a message. Thanks again for these details and your cooperation!  

[user17767798192]

Token:  75745339-22178636

On my South Carolina tax form there seems to be an error on how line 31is calculated.  Turbo Tax reported I owe $420.  The state reviewed my taxes and stated I owe $320.  So I will be getting a $100 refund. 

[Vanessa A]

The calculations are all correct.  

The $100 appears to be the donations made to the various causes from form I-330.

Your SC tax on line 10 comes from the SC tax table and matches what is on the tax table

Your solar credit carry forward as per SC rules is 1/2 of your tax and is showing on line 13 of your SC-1040

Your withholdings are $320 less than your tax liability which is where the $320 comes from

Then on line 28, $100 is listed for total contributions from I-330, this increased your amount due to $420.  

It appears as though the state is refunding your $100 for contributions. 

You would need to contact them to see why.