I downloaded documents from financial institution. After much earlier being frustrated since it would NOT import from 2022 H&R Block requiring me to do a lot more work. which does not work well w ADHD. (I also downloaded PDFs for myself)
So got going on this & downloaded docs. As I was ready to e-file Fed before midnight deadline it gave me 2 separate errors.
for 1099 R it said street address required. Just PO Box was on the form. I can’t believe that is that critical with it not having been corrected.
then for 1 fund it said 1 field needed to be smaller than another. so I was madly trying to read the pdfs & figure it out.
decided to just try going ahead & e-filing before midnight deadline but by then it showed 12:01 & e-file closed so need to mail. Which will make it even later.
but then I dug into it more & the TT downloaded version had box 12 as 0 & box 13 as 66.84
but the $66.84 belongs in Box 12 & box 13 is $12.27 I discovered when I navigated to the downloaded 1099 worksheet.
I called the payor & they are not aware of any issues in their end. I see others mentioning download issues w TT from different financial institutions.
Thing is, I can & did correct Box 13 but TT bad programming didn’t consider that it might not just be 1 box but both boxes that need editing.
So these errors not only caused me to miss the deadline which will result in fines or penalties, but I don’t even know how to move ahead since it will not allow me to correct box 12!
I tried to correct it after I discovered the discrepancy. All I was able to do was to put a note in pop up box. I tried to put the amounts in that column but then it added them. So just put box # & correct amount in the description field. But the field used for calculations is still wrong.
& I don’t even understand what they are all about. For those muni bond fund.
so I have no idea how that will affect the overall calculations or how to fix it so I can finish up & file.
& I hope TT will be responsible for the extra costs incurred as a result of all this.
Not to mention the hours of my time trying to get it resolved & done.
(on top of a power outage here for about 5 hours.
I didn’t mine H&R Block & was glad to come back to TT (only reason I used H&R was my old Mac was too old to run TT last year.) I have since upgraded. But now similar errors getting in the way of filing!
