Tax History Report Error?

Why does TurboTax Premier 2021 show different numbers from TurboTax 2020 on my tax history report for 2020?

All the other years numbers match from 2017-2019. The TurboTax 2021 report for year 2020 taxes has the following differences:

Total income is $800 higher.

Adjustments to income are blank.

This throws the AGI off by the missing amount. The taxable income also goes up as does the tax.

$3K of credits are missing.

Tax payments are short by $2K.

The bottom line is that the 2021 tax report for the year 2020 shows tax due when I got a refund about twice the size.

Is the 2021 tax history report broken?

Level 15

Did you have unemployment in 2020? Or maybe you transferred from the wrong 2020 file? See if you have another .tax2020 file on your computer.

Level 2

I did not have unemployment.

I opened the same file in TurboTax 2020 that I imported to TurboTax 2021.

I just tried creating a new tax return and reimporting the same file and the tax history report now matches.

So, problem solved. Thanks.

2 replies