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New Member
posted Jun 7, 2019 5:01:41 PM

Tax Year Prior to 2020: How do I report an apparent error in Turbo Tax Software?

On Schedule F during error check it says that I need to fill in the At Risk information Boxes in Line 37. The At Risk boxes are in Line 36. More of an issue is that my farm shows a profit on Line 34. The directions say that you only fill-in the At Risk boxes in Line 36 if there is a loss.

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18 Replies
Intuit Alumni
Jun 7, 2019 5:01:41 PM

You're right, and those at-risk boxes aren't required when there is a net profit - but that includes any related dispositions. If you have a loss on the disposition of a farm asset(s) that exceeds the line 34 profit then one of the at-risk boxes must be checked.


New Member
Jun 7, 2019 5:01:44 PM

TurboTax error in my 2018 Deluxe tax file cannot be corrected by User, due to its Software calculation making an erroneous assumption about yearly Mortgage points deducted:  Some years ago TurboTax software stopped pulling forward on my Schedule A, Home Mortgage Interest Worksheet, the yearly amount for amortized points, so many years were missed, and now, I want to fill in the proper Line 9c value, NOT the incorrect software calculated value that is way too high because 2018 apparently assumed that all prior years were entered.  TurboTax puts $331 in the Line 9c but the ACTUAL amount needs to be only $198 due to the interrupted software stoppage of what should have continued each year.  How do I report this to TurboTax? How will I get an answer regarding how it can be fixed?

Returning Member
Dec 23, 2019 8:18:34 AM

Most fields will allow you to Override what the program puts there. Place your cursor on the cell with the problem. Select Edit and Override frpm the top left menu. Or you can use Ctrl +D. Hope this helps

New Member
Mar 2, 2020 1:05:08 PM

I am using the premier version of turbotax. On the New York State tax for 2016 there is a problem with reporting New York Long Term Care Insurance Premiums.

The entry fields as for data on Partners in Partnership, S Corps, Beneficiaries of Estates.  Nothing at all about credits for Long Term Care premium.  Is a correction forthcoming?

Expert Alumni
Mar 8, 2020 7:43:43 AM

No. Long term care insurance premiums are not entered for the state level detail. TurboTax automatically will carry those to the state when you enter it in the federal interview, even if you will not be itemizing your deductions. 

 

If you have followed the steps in this article about Where do I enter my long term care premiums? and are still getting unexpected results, I think it would be helpful to have a TurboTax ".tax2019" file that is experiencing this issue. You can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions:
 
For TurboTax Online:

  • From the left menu, click Tax Tools>
  • Tools>
  • Share my file with agent click send
  • There will be a pop-up with a token number

For TurboTax Desktop:

  • On your menu bar at the very top, click "Online">
  • Send Tax File to Agent click send
  • The pop-up will have a token number

I'll be able to open TurboTax with your numbers but not your personal information. That may help diagnose the issue.

New Member
Apr 5, 2020 4:11:16 PM

I entered 630 as a fourth quarter estimated tax with a date 12/5/2019. It was not entered on Maryland tax return. Possible the software figured it was entered on 1/15/2020.  Maryland comptroller  gave the correct return since they knew I had paid it in 2019. 

Expert Alumni
Apr 5, 2020 4:23:51 PM

Estimated payments for both federal and state are entered on the federal return. You don't have to enter anything on the state return as the amounts entered on the federal return relating to state flows to the state return.

New Member
Apr 6, 2020 8:10:14 AM

4 state estimated tax values were  entered on the federal with the last 630 with a date 12/05/2019. only 3 were transferred to the  Maryland state return. I figure that the December return was not transferred. There is a blank local entry spot with a date 1/15/2020. I don't have any local values. My worry is that next years software will include the missing 630 on my 2020 return. Thankfully Maryland corrected your error and gave the correct return.

Level 1
Feb 20, 2021 7:30:33 PM

Turbotax transferred health premium amount from Federal 1040 to my Ohio Healthcare worksheet correctly.  But the Ohio worksheet listed in twice...in line 3 and then again line 4.  This caused the healthcare premium on the Ohio Sch A to double which resulted in an erroneous deduction.

Level 10
Feb 21, 2021 5:47:27 PM

If you are using Desktop TurboTax go to forms mode and delete Health Care Expenses and MSA Wks from your Ohio return.

Then go through the program again and make sure that the correct amount shows on the screen for Premiums Paid Out-of-Pocket.  That number should match what is on your federal return.

 If you are using online TurboTax, go through the steps below:

 

Use the Chrome browser
Click the three dots in the upper right corner
Select Settings

Privacy and Security

Clear browser data for all time

 

Then sign in to TurboTax on the Chrome browser
Go to Tax Tools, Tools, Delete a Form and delete Health Care Expenses and MSA Wks

Go through the program again and make sure that the correct amount shows on the screen for Premiums Paid Out-of-Pocket.  That number should match what is on your federal return.
 


 

Level 2
Mar 21, 2021 7:35:31 AM

TurboTax 2020 is showing I owe 25% more in Federal taxes than my total Taxable Income for the year.  State shows accurate taxes (VA).  Bug?

Expert Alumni
Mar 24, 2021 5:00:03 PM

@dgreekva My guess would be a typo in W2 box 1 wages. Please review your entries.

Level 2
Mar 30, 2021 3:42:58 PM

I appreciate the suggestion.  I didn’t outline the issue well, sorry, however  I'm not a W2, I own my own business.  This was an issue of Tax Law changes and a patch update from Intuit corrected the issue.  Thank you again for responding, it is truly appreciated and would have started a potential dialog in search of the issue had the patch not cleaned up the change to tax law.  Yet another 2020 ‘fun’ tax thing for us all to experience.

 

Thank you!

Level 1
Apr 7, 2021 1:31:23 PM

That did not answer the question!

New Member
Feb 26, 2022 8:26:09 AM

I believe there is a bug in TT2021 Premier in the FEDERAL ASSET ENTRY WORKSHEET.  It seems that sometimes when I check NO in the Elect OUT of Special Depreciation Allowance it will stay NO but also some times it automatically goes back to YES.

New Member
Apr 9, 2022 7:06:51 PM

My LLC had a net profit of $6536 Sch C Line 31.  Turbo Tax entered $0 in Line 13 (Qualified Business Income Deduction) in 1040-SR and $923 in Line 23 (other taxes).

How can QBID be $0??  Did TurboTax make a mistake??

New Member
Mar 16, 2023 3:54:06 AM

My Iowa return does not recognize the entering of our quarterly payments, although I've checked back twice and it has been entered correctly on the turbotax data entry.  My completed return (print version) shows $0 in the quarterly payment area, and the bottom line for tax due incorrectly adds in our quarterly payments as though they were not paid.  This also then includes a penalty amount due.  It seems obvious there is a software error for State of Iowa returns.  This did not happen in our 2021 TurboTax filings.

Expert Alumni
Mar 16, 2023 5:34:47 AM

It would be helpful to have a TurboTax ".tax2022" file for the return that is experiencing this issue.  Also, is Iowa the only state return?

 

You can send us a “diagnostic” file that has your “numbers” but not your personal information.  If you would like to do this, here are the instructions for TurboTax Online

 

Go to the dark panel on the left side of your program and select Tax Tools. 

  1. Then select Tools below Tax Tools. 
  2. A window will pop up which says Tools Center.  
  3. On this screen, select Share my file with Agent. 
  4. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. 
  5. Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.  

 

We will then be able to see exactly what you are seeing, so we can determine what exactly is going on in your return and provide you with a resolution. 

 

If you are using TurboTax Desktop, these are the instructions: 

  1. Go to the top Menu Bar and select Online
  2. Select Send tax file to Agent. 
  3. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. 
  4. Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.