How do I report TurboTax Software Errors?

[VolvoGirl]

Even though the full amount shows up in the total income on the 1040 line 7, if you have capital gains or qualified dividends the tax is not taken from the tax table but is calculated separately from Schedule D. The tax will be calculated on the Qualified Dividends and Capital Gain Tax Worksheet. It does not get filed with your return. In the online version you need to save your return as a pdf file and include all the worksheets to see it.

[Mr_Douggo]

This was my bad.  When I entered the 1099 info, I clicked on the "government obligations" button because that's what the dividends were from.  But that button is for federal obligations; these are state obligations.  I went back and unclicked the button and everything went through.

[haydenm261]

Form 1040 form 1040Sr Line 1-7. 

4a has an entry of 1160

4b has an entry of 2320

How can line 4 b be greater than line 4a

The latest version increased my taxes by significantly  as I think line 4b should be the same as 4a or lower

Numbers are representative. 

[macuser_22]

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@haydenm261 wrote:

Form 1040 form 1040Sr Line 1-7. 

4a has an entry of 1160

4b has an entry of 2320

How can line 4 b be greater than line 4a

The latest version increased my taxes by significantly  as I think line 4b should be the same as 4a or lower

Numbers are representative. 

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Correction.   The total distribution should be on line 4a.  Try deleting the 1099-R and see  if goes away form both lines.

I believe that can happen if you have more then one 1099-R.  Some 1099-R's leave line 4a blank if it is all taxable.

[gntalley]

Problem 1.   I completed the IL-1040 with part year residency. TurboTax showed her owing $600+ for income of $7519.  This obviously was incorrect so I looked at the return and it showed the correct amounts for Federal AGI and for Part year IL portion on line 5 of Part 3 of the form; however on line 15 it added the $7519 again doubling her IL income!  I could not see where to fix the issue so...

Problem #2:  on the e-file page I unchecked IL state tax because I did not want to knowingly file an incorrect return.  A few minutes after e-filing the federal return I got an email saying the IL return had been accepted!  The problem for me is that I had gone to the IL.gov website and e-filed he return there! 

I realize that I will have to wait to fix the return but the IL part year issue is concerning as well as the check box issue on your e-file page.

[helcap]

On Maryland return can not get estimated worksheet line 2f to flow to line 47/48 of MD form 502 correctly. I do not want excess refunded I want it applied to 2021 estimated taxes  

[haydenm261]

Form 10 40 line 1-7

The program adds the info in line 4a "IRA distributions" to the individual taxable entries 2a  1099R lines to fill in line 4b

In the 2019 version line 4a was blank and only the individual taxable entries line 2a  1099R were included in line 4b

[macuser_22]

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@haydenm261 wrote:

Form 10 40 line 1-7

The program adds the info in line 4a "IRA distributions" to the individual taxable entries 2a  1099R lines to fill in line 4b

In the 2019 version line 4a was blank and only the individual taxable entries line 2a  1099R were included in line 4b

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Line 4a may or may not be blank depending on several exceptions that are in the 1040 instructions for line 4a and 4b.

https://www.irs.gov/pub/irs-pdf/i1040gi.pdf

What is on line 4a is rather immaterial since it has no effect on the tax.

[cdforte45]

I just finished using TurboTax 2020 Premier. For a taxable income of $97,868. , it calculated my tax as $12,140. Because you had a problem in your 2019 version, I downloaded the tax tables for year 2020 for comparison. According to the 2020 tax table for taxable income between $97,850 and $97,900 for married filing jointly, I owe $13,113.  I am very distressed that I can no longer trust TurboTax to do accurate calculations. I think that the problem is that you are calculating based on a tax bracket that is incorrect instead of using the proper tax table. Only incomes over $100,000 should be calculated based on a tax bracket.

[VolvoGirl]

It depends what kind of income you have. Even though the full amount shows up in the total income on the 1040 line 7, if you have capital gains or qualified dividends the tax is not taken from the tax table but is calculated separately from Schedule D. The tax will be calculated on the Qualified Dividends and Capital Gain Tax Worksheet. It does not get filed with your return. In the online version you need to save your return as a pdf file and include all the worksheets to see it.

For the Desktop version you can switch to Forms Mode and open the worksheet to see it. Click Forms in the upper right (upper left for Mac) and look through the list and open the Qualified Dividends and Capital Gain Tax Worksheet. See
https://ttlc.intuit.com/community/forms/help/form-1040-line-11-amount-is-less-than-standard-irs-tax-...

[DoninGA]

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@cdforte45 wrote:

I just finished using TurboTax 2020 Premier. For a taxable income of $97,868. , it calculated my tax as $12,140. Because you had a problem in your 2019 version, I downloaded the tax tables for year 2020 for comparison. According to the 2020 tax table for taxable income between $97,850 and $97,900 for married filing jointly, I owe $13,113.  I am very distressed that I can no longer trust TurboTax to do accurate calculations. I think that the problem is that you are calculating based on a tax bracket that is incorrect instead of using the proper tax table. Only incomes over $100,000 should be calculated based on a tax bracket.

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Did you enter any Qualified Dividends or Capital Gains on your 2020 tax return?  If so, the tax tables are not used.

The Qualified Dividends and Capital Gains Worksheet or the Schedule D Worksheet is used - 

https://www.irs.gov/pub/irs-pdf/i1040gi.pdf#page=35

https://www.irs.gov/pub/irs-pdf/i1040sd.pdf#page=16

[vtmarc]

My Vermont refund appears to be calculated incorrectly.  I might not have noticed it, except that as I was working through my amended return, right at the end, the refund amount in the reporting box on the top left suddenly dropped.  When I examine the tax summary page, it shows a tax payment of $701 more than the taxes owed, but turbotax calculated a $30 refund instead of $701.

Below is a screenshot; I can assure you that the hidden digit in the thousands place is the same on both numbers.  

I have no idea how to fix this. 

[DJSeabreeze]

Line 18 the for the California standard deduction for Married filing jointly printed out as $18,572, it should have been $24,800 according to the latest online Tax Booklet.  Why!

Thanks, DJSeabreeze

[VolvoGirl]

@DJSeabreeze  Huh?  CA line 18 Standard Deduction for Joint is $9,202.   Federal SD is 24,800.   IF you got more than $9,202 you must be itemizing on the state return.  

[tomwilber]

For Error Check PA state return I get a continuous do-loop each time I recheck after making the required corrections. The problem is in PA Schedule E for rental and royalty income. I am not reporting rental income, only royalty income. If I select for profit Y or for profit N the error message says "for profit box Y/N should not be checked for royalty income". If I change the selection to "no entry" and check for errors again, the error message says "For profit box Y/N must be entered". If I select either Y or N check for errors again, the error message says "for profit box Y/N should not be checked for royalty income". After doing this cycle 20 or 30 times, I sort of started thinking that maybe something could be wr...wro...wrrrong? No. Yes? I don't know. Help. I can't file.