How do I report TurboTax Software Errors?

[MarvF]

Subject: 2021 Desktop Turbotax Deluxe - Quarterly Estimated Tax Computations Incorrectly Cause a Penalty

I paid my estimated quarterly payments in April, June, September (2021) and entered the payments on the "Tax Payments Worksheet". On the "Underpayment Penalty Worksheet" the first installment is July 15, 2021 which covers the time period of my first two payments.  Turbotax correctly allocates a small portion of my second payment to the July installment. However, even though the June date is correctly shown on the worksheet it is also noted as "54 days late" which results in a penalty. The payment is actually 5 weeks early.

[MarilynG1]

The Medical Mileage deduction for 2021 is $.16/mile; down from $.17/mile for 2020.  

If you transferred your 2020 tax file into TurboTax for 2021, be sure to update the program.

This link has instructions on How to Update TurboTax.

Also, since Schedule A has not yet been finalized by the IRS, this could be affecting your outcome.  The expected date is 1/20/22. 

Click this link for details on IRS Forms Availability.

[Edited 1/4/2022 9:08 pm]

@bayw00d1

[bayw00d1]

TurboTax is still using 17 cents per mile for medical mileage.

I have 1189 miles

At 16 cents per mile this is 190

At 17 cents per mile this is 202

I am expecting 190 not 202.

I have a fully updated TurboTax for Tax year 2021.

The problem is on the TurboTax WORKSHEET for Schedule A Line 1 and not the IRS form Schedule A which has no such calculation.

Since we know the mileage rate is 16 cents per mile, I see no reason why TurboTax can't update their own WORHSHEET.

Thanks,

Dan

[BillM223]

As Marilyn noted, many federal forms are not yet released. This means that the software to drive the form has not been completed and tested, nor has the form been updated.

This is just one example of the negative effects of "moving the goalposts" that Congress did in tax year 2020, that is, changing the tax code many times during tax season (instead of before tax season started, as is normal). This vastly multiplies the number of things that have to be done and tested before forms are made available for this tax season.

I expect that you will find that these changes will be addressed before the forms are made generally available. But there are literally thousands of such changes, and the changes have to be tested not only on the relevant form itself but also for their effects on other parts of the tax return. Thus this change (to update the mileage) is highly likely to be on the list of things to do to finish Schedule A but is not expected to be implemented until the final version of the form is made available about 1/20/2021 (all dates subject to change).

As Marilyn said, please follow the availability of Schedule A and all federal forms at this link.

[wallyworld583]

When entering data for an RMD I can only enter info for myself OR my wife.  When I finish with my RMD it takes me back to the Wages and Income Screen.  When I try to enter my wife's information, the amount is already there but it is the amount from my entry.  I can enter one but not both of our data.

[MarilynG1]

You can enter separate RMD info for yourself and your wife in TurboTax. 

Make sure your wife's 1099-R entry specifies that it belongs to her. Then answer the follow-up questions about her RMD. 

Click this link for more info about Adding a Spouse's 1099-R.

[gsw66]

2021TurboTax Desktop Premier tax estimate penalty calculation line 38 of form 1040 is wrong.

The Tax Payments worksheet is correct, and shows the 4 periods of (04/15/21, 06/15/21, 09/15/21,01/18/21).

However, the software penalty calculation is expecting the first two payments to be paid by 04/15/2021. (This is probably a holdover of the 2020 rules that lumped the first payment (50%) to be 07/15/2020.)

Note, this error only occurs when the four estimate payments are NOT in equal amounts even though each payment is greater than 25% of the total required.

[MarvF]

There is a similar error in the Deluxe version on the penalty calculation worksheet. Discussions with Turbotax support indicate that a fix will be released in the next couple of weeks.

[rgreenlaw]

 TT 2018 premier: SE line 12 was transferred to sch 4 line 57. should have trasferred line 13.  Caught by IRS and now I have intrest collecting.

[MarilynG1]

If you believe TurboTax caused an error in your return, click this link for more info on the TurboTax Accuracy Guarantee

@rgreenlaw 

[TheWiz8914]

Turbotax Business 2021 - I entered a deduction in the wrong Common Business Expenses line and clicked Continue to enter more expenses. Once I discovered my error, I went back and zeroed the erroneous entry and clicked Continue to enter more expenses.  That erroneous amount still shows in the 2021 column.  When I try to zero it again, it is zero for that expense but when I click Continue to get back to enter more expenses, that erroneous entry still shows on the screen.  Even clearing the erroneous entry instead of zeroing it does not work.

How can I get rid of that entry so I can put in its proper category?

[Anonymous_]

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@TheWiz8914 wrote:

How can I get rid of that entry so I can put in its proper category?

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Have you tried finding the entry in Forms Mode, perhaps on one of the worksheets?

[TheWiz8914]

Let's see if I can explain what I found and not be a confusing reply.  I went to "Other Ded Wks" and found where that deduction should have been.  There was a description leftover from last year so I plugged in the correct value for that expense.  Looking at Form 1120s p1-2 line 19 then had that expense listed twice so I eliminated the second entry.

Going back to "Other Ded Wks" it still looks correct and when I close all of the forms and go back to the screen for entering Business Expenses that erroneous amount is gone.

Hooray!  I have now saved my file.  Thank you.

[davendc1]

When I click on the 529 accounts button on the New York State return, TurboTax signs me out.

[MichelleLO]

Which version of TurboTax are you using, online or CD/Download?

@davendc1