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New Member
posted Jun 4, 2019 6:46:17 PM

Taxes show due after transferring last years return data.

Taxes show due after starting a new return and transferring data from last year's return.   This is before I enter any income data.    I understand this was a HSA issue that TTAX was working on.   I received an email stating a fix is available.   I downloaded the update file but have the same issue.

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1 Replies
Level 3
Jun 4, 2019 6:46:19 PM

Don't worry about it until you after you enter your data. Some things that roll forward from last year result in taxable income this year until you give it the rest of the information it needs. I saw what is probably the same HSA issue when I started to do some scenarios late last year for end of year planning but it went away when I entered my 2017 medical insurance information. Another thing could be a state and/or local tax refund. The amount owed/to be refunded does not mean much until you get everything input.