How do I report TurboTax Software Errors?

[rwricepdx]

 Turbotax fills out Form 2210 for underpayment of quarterly tax withholding.  Line D lists the withholding for the quarters of tax year 2020.  Line D is the sum of the withholdings listed. Turbotax sends an error stating that the sum on Line D does not match the total withholding listed on line 25d on 1040-SR but they do match.  This is preventing my e-filing.  Is there a fix?

[TomM32]

When approaching 70, you get the following screen.

The RMD starting age is now 72.

[Mike9241]

the correct wording is if you turned 70 1/2 before 1/1/20 your RMD starting age is the year when you turn 70 1/2. only for those who weren't 70 1/2 by the end of 2019 is the starting age 72 

[dmudd1]

I believe I have found an error in the 2020 Turbo Tax Deluxe CD Software.  First I made sure my software was up to date.  My schedule A show a total itemized deduction greater than the standard deduction and the screen shows my itemized deduction is greater than the standard deduction, however my 1040 -SR shows the standard itemized deduction on line 12.  I tried going back and selecting use Sch A itemized deduction and no change. Therefoe my total tax is incorrect and everything further on my 1040 is incorrect.  Please help.

[anon321]

On the Federal Tax Return (2020), I received an error message, "We won't be able to E-file your return. You have a form or tax situation in your federal return that TT doesn't support for e-filing."

Details: You have an amount on Form 3800, Part III, Line 1aa Credit for Affected Disaster Area Employees."

---------------------------------

If you look at the referenced line, it relates to "Employee retention (Form 5884-A) and not the "Credit for Affected Disaster Area Employees" stated above.

--------------------------------

Please have the error corrected AND have the federal forms able to be E-filed.

[VolvoGirl]

@dmudd1   How much are your Itemized Deductions?  The questions I've seen turn out that the Standard Deduction + the extra 300 for charity is more than your Itemized Deductions .  Check 1040 line 10b.

For 2020 the standard deduction amounts are:

Single 12,400 + 1,650 for 65 and over or blind (14,050)

HOH 18,650 + 1,650 for 65 and over or blind

Joint 24,800 + 1,300 for each 65 and over or blind

Married filing Separate 12,400 + 1,300 for 65 and over or blind

For the Desktop program

If it's giving you the Standard Deduction and  not showing you Schedule A you can check it 4 ways.

1 You can switch to Forms Mode and open A from the top of the left column.  Click on Open Form and pick schedule A out of the US list on the right side.

2 The easiest way is to go up to Show Topic List on the top bar and scroll down the list to

Standard Deduction vs Itemized Deductions

That takes you directly to the

The Standard [or Itemized] Deduction is Right for You screen

3 You can check the actual amount of itemized deductions by going up to Search and type in

itemized deductions, choosing

Then click on Jump to itemized deductions

Click on "Change my deduction.

4 OR go up to Federal (Personal for H&B)

Deductions and Credits

Click on Done with Deductions at bottom

Continue on though 3 screens and you will get to the Standard Deduction is right for You screen

That will display the actual amount of itemized deductions vs. the standard deduction.    (Be sure to uncheck "Change my deduction" after checking it so you do not lock in the wrong deduction.

[cosnel]

When checking my filing in print preview I noticed that TurboTax did not put the correct amount owed.  

Example Line 24 was 6554,Line 33 was 3850 when you subtract line 33 from line 24 the answer should be 2704 and what it is saying is 2740.  How do I get this corrected so I can submit my taxes?

[VolvoGirl]

Check Line 38 for a penalty for owing too much.  It adds up into the tax due on line 37.

If you do not pay enough tax, you may have to pay a penalty for underpayment of estimated tax. Even if you are getting a refund you can still owe a penalty for not paying in evenly during the year.  Generally, most taxpayers will avoid this penalty if they owe less than $1,000 in tax after subtracting their withholdings and credits, or if they paid at least 90% of the tax for the current year, or 100% of the tax shown on the return for the prior year, whichever is smaller. It is included in your tax due or reduces your refund.

You might be able to eliminate it or at least reduce it.  You can go to Federal Taxes tab or Personal tab, under Other Tax Situations and select Start by the Underpayment Penalties. You will answer a series of questions that may reduce or eliminate the penalty. Or you can elect to have the IRS figure the penalty for you.  It's form 2210.

It's under

Federal or Personal (for Home & Business Desktop)

Other Tax Situations

Additional Tax Payments

Underpayment Penalties - Click the Start or update button

[asdfaghjk98]

In Turbotax 2020, I am trying to calculate whether my 2019 state refund is taxable in 2020.  The instructions given by the 2020 software give incorrect line numbers from the 2019 Form 1040.  Specifically, it asks for the tax from 1040 Line 11, but Line 11 has two lines, 'a' and 'b'.  Line 11a is combined deductions and Line 11b is taxable income.  Tax is found on Line 12a and/or 12b.

Also, it asks for tax after credits from Line 13, but Line 13 also has an 'a' and 'b'.  Line 13a is the child tax credit and 13b is the sum of 13a and Schedule 3 Line 7.  It appears that tax after credits is on Line 14 or 16, but it is not clear which.

[rprastein]

3/25/21 TT2019 update to Help just ran. Now the scrollbar on the Help window doesn't work right any more.  If I try to drag the scroller up or down, the whole window moves.  Now the scroller moves (erratically. sometimes) if I hover my mouse over it.

Please, why can't software developers stick to tried and true navigation standards. 

[tj-21]

Problem with Form 6251 for AMT, not calculating line 10?

My form 6251 for AMT is not calculating a number for Line 10.

Line 6 says: "Subtract line 5 from line 4. If more than zero , go to line 7. If zero or less, enter -0- here and on lines 7,9, and 11 and go to line 10."

My line 6 is zero or less. There is a zero on line 6, 9, and 11, but no zero on line 7? Nothing on Line 7 instructions apply to me.

If I look at page 2, and follow the lines/numbers to line 40, it shows zero, which should get transferred to line 7. ( smaller of line 38 or line 39, which are both zeros).

Still no zero on line 7 and no number calculation for line 10.

Any help would be appreciated. Spoke with someone at turbo tax support and they couldn't figure it out either?? Is anyone else having this problem? Granted I don't need to file form 6251, but we have the option of including it in our return. It just seems like the tax is not transferring to line 10 to then calculate line 11??

I am using the CD download for windows, Home & Biz.

Thanks

[tj-21]

My form 6251 for AMT is not calculating a number for Line 10.

Line 6 says: "Subtract line 5 from line 4. If more than zero , go to line 7. If zero or less, enter -0- here and on lines 7,9, and 11 and go to line 10."

My line 6 is zero or less. There is a zero on line 6, 9, and 11, but no zero on line 7? Nothing on Line 7 instructions apply to me.

If I look at page 2, and follow the lines/numbers to line 40, it shows zero, which should get transferred to line 7. ( smaller of line 38 or line 39, which are both zeros).

Still no zero on line 7 and no number calculation for line 10.

Any help would be appreciated. Spoke with someone at turbo tax support and they couldn't figure it out either?? Is anyone else having this problem? Granted I don't need to file form 6251, but we have the option of including it in our return. It just seems like the tax is not transferring to line 10 to then calculate line 11??

I am using the CD download for windows, Home & Biz.

Thanks

[tj-21]

My form 6251 for AMT is not calculating a number for Line 10.

Line 6 says: "Subtract line 5 from line 4. If more than zero , go to line 7. If zero or less, enter -0- here and on lines 7,9, and 11 and go to line 10."

My line 6 is zero or less. There is a zero on line 6, 9, and 11, but no zero on line 7? Nothing on Line 7 instructions apply to me.

If I look at page 2, and follow the lines/numbers to line 40, it shows zero, which should get transferred to line 7. ( smaller of line 38 or line 39, which are both zeros).

Still no zero on line 7 and no number calculation for line 10.

Any help would be appreciated. Spoke with someone at turbo tax support and they couldn't figure it out either?? Is anyone else having this problem? Granted I don't need to file form 6251, but we have the option of including it in our return. It just seems like the tax is not transferring to line 10 to then calculate line 11??

I am using the CD download for windows, Home & Biz.

Thanks

[Sharon Gattis]

NC Retiree using TurboTax Deluxe:
1. Checked Bailey Settlement on IRS worksheet. Want to efile NC 2020 tax. Has TT been notified NCDOR requires copy of 1099-R?
OR Do I have to mail it in?

A "link" on this page would be helpful to answer my question
2. NC Estimated 2021 Tax:
TT not allowing for payment of these taxes. Says "Not Required" Still want to pay ES-2021 tax. TT analysts need to be informed for NC efile

[NCperson]

I am in NC as well 

1) While I agree that the NC instructions ask for a copy of the 1099R when there is a Bailey, I prepare taxes on a volunteer basis and we sent file a large number of returns where there is a Bailey every year; we do not mail in the 1099R where Bailey is present....and it has never come back to haunt us.  Further, if you read the instructions, there are a lot of other documents that NCDOR ask for, but do not receive when a return is e-filed.  

https://files.nc.gov/ncdor/documents/files/2020-D-401-Instructions.pdf

I think we have to trust that TT knows what it is doing given their expertise here. 

2) NC estimated taxes - if you want to pay these estimated taxes, just go to the NC DOR website: 

https://electronic-services.dor.nc.gov/wps/portal/nc40

it's easy. 

[19TRAVELLER]

Home Sale Worksheet: item 13 re: if married....the YES box is checked, but I am filing as Single. How can I correct this?

[dmorthland]

Re: I can't file my return because I must first delete an amount of charitable contributions, which I do and then hit continue and it then tells me I must first enter an amount in the Iine I was just told to delete.