TT 2025 Desktop Carryover Worksheet Bug?

[jeff7]

@GabiU - Sounds good and happy to provide more info. 

I did call TT a couple weeks ago and "officially" reported the bug. 

@SteamTrain  - Unfortunately, I suspect that if/when this is fixed, it will require a fresh transfer to catch the correct amount. I totally agree with you that this is a problem and I suspect most people won't even realize that their state deductions are incorrect. Maybe it will be fixed when Schedule A is finalized, which won't be till the middle of January. 

Thanks,

Jeff

[GabiU]

If anyone on this thread is willing to help me expedite the research needed on this, please respond with a Token number below or message me directly with the Token number. This will sanitize your return for testing purposes. Here's how in TurboTax Desktop: 

Open your return. ​

1. Click “Online” and select "Send Tax File to Agent". ​
2. This will generate a message that a diagnostic copy will be created. Click “OK”. The tax file will then be sanitized and sent to us. This action will generate a Token Number
3. Please respond directly to this message and provide the Token Number that was generated. 

[SteamTrain]

@GabiU 

Here's a matched set:

1)  2024 tax software file that was transferred into 2025  (has NC state forms)

111707815-93322235

2) 2025 File that used #1 to start  (NC not attempted yet):

111707815-93924413

[GabiU]

Thank you all for your additional information. It's been passed along and we're looking into it. 

[jeff7]

Thanks @GabiU and greatly appreciate your assistance in hopefully getting this resolved.

Jeff

[SteamTrain]

All

So the software Update overnight (6-7 Jan) did fix the issue we had with the improper state 4th Qtr estimated tax carryover into 2025 taxes....but with qualifications.

1) Works just fine for newly created 2025 tax files.

2) For files created before the software update, they've added a new check (see pics below) that, somewhere during the prep, will ask the user to confirm the $$ amount. Of course, that assumes the user understands what the software is referring to. I don't know yet when/where the software will ask for that yet.

In the 3rd picture, if I manually changed the $$ amount in the carryover worksheet (the lower-down tan box in forms mode) to the correct $0 (in my case) the red box highlight went away, and the upper table reflects the proper $0 too.

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Of course, the "Online" users will have to depend on the software prompting the users for the correct amount.

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Unfortunately, I see that the 1099-R section interview is still not ready.  Let the screaming for that section begin.

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Carryover worksheet before update (pre-existing file)  $1500 should be $0

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Carryover worksheet after update (pre-existing file) $1500 should be $0

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Carryover worksheet after update (pre-existing file) manually corrected 4Q State Est

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[meclayton]

I am not sure if this is same issue, when   I transfer my 2024 to 2025 I do not see any of my 2024 numbers.  Example, none of my 2024 numbers for deduction and credit have been transferred.  

[SteamTrain]

@meclayton 

I guess it depends on what you expect to see & where you are looking.

The only $$ that should transfer, are any $$ that might affect this year's tax filing. Thus the majority of $$ form 2024 don't show in this year's file.

Now, in the Desktop Menu pages, those do show $#s form last year in a 2024 column, but ~95% aren't used in the 2025 filing.  If you don't see the 2024 numbers on the Menu selection pages, make sure you started your 2025 file by transferring in a .tax2024 datafile  (a 2024 PDF transfer won't do much of anything).