TurboTax filled values for MO-A Line 8 do not match US Government obligations data entered on 1099-INTs (box 3) and 1099-DIV (during interview). Any ideas why?

[gckc]

I spent an untold number of hours speaking with different individuals located in what they refer to as "The Office of the President".

With each new person I started over from scratch.

Where it was left is that they finally acknowledged the problem and fixed the issue when you enter the data "manually".

They did not fix it if you import the data, but said they would look to correct it in the 2024 tax year.

My data files from the financial institutions just came out yesterday.

I imported the data in the order that worked properly last year and it worked properly this year.

I have not tired importing it yet in the order that results in the error. 

Import the spouse first then followed by the taxpayer accounts.

This is how I could create the error at will.

You could add manual entries after that and they would continue with the erroneous multiplication

I intend to try the test tomorrow and see if the bug is still there.

I will let you know.

GC

[gckc]

I just performed a test and TT has not corrected the bug despite their assurances that they would do so for this tax year.

The error is order dependent.

To trigger the error first I import the dividend information from the first financial institution owned by the spouse.

Then I import the data from second financial institutions dividend information, which is owned by the taxpayer.

The dividends owned by the “Spouse” must be the first file imported. This is what triggers the error.

This erroneously doubles the amount in the spouse’s column and zeroes out the amount in the taxpayer column.

So, on Mo line 8a the proper deduction is erroneously doubled in the Spouse’s column and the taxpayer‘s column is zeroed out.

If you import dividends from another financial institution owned by the “taxpayer” with government obligations it triples the error.

I believe if you had 10 financial institutions it would multiply the spouse’s column buy 10 x the proper amount. The actual amounts in the imported data from the “taxpayer” is irrelevant, it zeroes them out in the taxpayer column and multiplies the amount in the spouse’s column by however many financial intuitions you import data from. Import data from ten financial institution and you get 10x the error.

I went back and forth with them for months and despite TT assurances they did not fix the bug.

Each time I had to demonstrate the error and was told they would pass it on to the development team and correct it.

The development team corrected the error if you entered the data manually but not if it was imported.

I repeatedly emailed them and was told it would be addressed for 2024.

I am thinking of just reporting it to the Mo Attorney General’s Office since Mo is the one being shortchanged by a false deduction and TT appears not to be willing to devote resources to correct it.

It passes all of the TT error checks and the electronic file is submitted to Missouri as a valid return. The bug has now been there for at least 4 years.

[SteamTrain]

@xmasbaby0 

This is a strange one with a long running, multi-year error for MO MFJ folks.

The last post here.....seems to have found the problem is the order in which you import each spouse's own financial info from a financial provider.

Maybe you can escalate it thru one of the Moderators offline??

[gckc]

I worked with the Office Of The President at TurboTax for months and more than six people in that office.

They closed the case after they fixed the issue if you manually enter the data with the main error of importing the data still there. They closed it  despite my protests.

I emailed them yesterday with the case number in the heading and received a reply saying the case was closed.

I am done with TT.

This error creates a grossly inflated deduction and they have not fixed it or notified past users of the issue.

I think the MO taxing authorities is who might be interested in their approach to failing to address the false deduction. Even when I spoon fed them how to reliably recreate the error at will.

[cpruitt235]

I have had this problem with the MO-A for as long as I can remember.  I go back through each 1099DIV or INT I have entered and can never come up with the amount that is shown on MO-A.  Capital gains never transfer over either so not sure why the source of taxpayer or spouse is even asked.  I have reported to Turbotax and never gotten a response.  They spend few resources on making certain the state tax returns are correct.  

[gckc]

I have given up on TT.

I spent hours and hours with various individual in the group call "Office Of The President" at Intuit.

I showed them how I could trigger the error at will and how I could get around it if I imported things in a certain order.

The errors are significant when it comes to calculating the Federal obligation portion of gains.

Last years whether your imported the data for your Federal obligations or entered it manually it calculated it improperly "if" you entered or imported the Spouse's data first.

I did appear to work in my case if you import or manually entered or imported  the taxpayer's data first followed by the spouse's. So it was order dependent.

This years returns appear to work if manually entered, but the error is still there if you import the data with the spouse's data first.

They assured me multiple times they would address it to correct the errors for the 2024 tax year software, but they did not. I was left dumbfounded that I had spent the time thorough trial and error to given them a perfect test case on how to create the error. I had various people call and I would allow them to remote in to a fictitious John Doe return that I created.  I would demonstrate the error. and then switch the order of the entry and how it would calculate the value correctly. Even doing this they still have the error in this years software.

I am done with TT because I don't trust their calculations on state returns. I found other errors on the Federal return previous to this.

I reported what I had gone through to the Attorney General and DOR of Missouri.  I described that TT is failing to correct known errors on the Mo tax calculations that shortchange the Mo DOR.  I guess we will see if they do anything or not.

Good Luck