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TurboTax filled values for MO-A Line 8 do not match US Government obligations data entered on 1099-INTs (box 3) and 1099-DIV (during interview). Any ideas why?

I've checked the forms for the 1099-INTs and 1099-DIVs and the data appears to be entered correctly but the values that TurboTax calculated are not the sum of the US Government obligation data entered, e.g., the Missouri AGI worksheet has the correct values for Spouse interest and dividends (lines 2 and 3) but the Spouse amount on the MO-A is larger than the sum of these numbers.  How could the interest from US Government obligations be larger than the total interest and dividends?  The Taxpayer values are not correct either but are smaller than they should be. 

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13 Replies

TurboTax filled values for MO-A Line 8 do not match US Government obligations data entered on 1099-INTs (box 3) and 1099-DIV (during interview). Any ideas why?

This looks like a bug in TurboTax.  I copied my return and tried changing the 1099-DIV inputs.  If I zero out the value entered in the interview for US government obligations for one of the 1099-DIVs, the taxpayer value that TurboTax computed for MO-A changed by the amount originally entered and the spouse amount changed by twice the amount originally entered.  Since this 1099-DIV was "both of us", I would have expected both the taxpayer and spouse amounts to change by one-half of the amount originally entered.  Most of the other tests that I tried, e.g., changing the taxpayer, spouse, both of us selection for a 1099-DIV, produced incorrect results.  How do I report a bug?

TurboTax filled values for MO-A Line 8 do not match US Government obligations data entered on 1099-INTs (box 3) and 1099-DIV (during interview). Any ideas why?

Call in to Customer Support...they will likely request a Diagnostic file for them to check out.

Make sure you have entered everything properly, and the errors are there.

 

What is the TurboTax phone number? (intuit.com)

 

 

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

TurboTax filled values for MO-A Line 8 do not match US Government obligations data entered on 1099-INTs (box 3) and 1099-DIV (during interview). Any ideas why?

Just got off a phone call with TurboTax support.  The rep was pleasant but couldn’t help much.  She said that they don’t have a bug in the system for this issue yet.  She will put the information that I gave her in the notes but there isn’t a way to directly report a bug. 

TurboTax filled values for MO-A Line 8 do not match US Government obligations data entered on 1099-INTs (box 3) and 1099-DIV (during interview). Any ideas why?

After much investigation, I have concluded that, for my return, this bug did not change the amount that TurboTax said that I owed to Missouri.  In particular,

The error occurred when I had 1099-DIVs for “both of us” and reported income from US government obligations in the interview.  On my return, TurboTax subtracted the amount entered in the interview from the taxpayer amount on MO-A line 8 and added twice the amount entered to the spouse amount.  Since the taxpayer and spouse amounts are added together later, the total subtraction didn’t change.  

 

I still consider this a bug since the amounts on MO-A line 8 are not allocated as expected between the taxpayer and spouse.  I do not know if the error could result in an incorrect calculation of tax owed for a different return.  During the investigation, I did see other unexpected behavior with respect to the computation of MO-A line 8 but I haven't figured out what TurboTax was doing for those cases.

TurboTax filled values for MO-A Line 8 do not match US Government obligations data entered on 1099-INTs (box 3) and 1099-DIV (during interview). Any ideas why?

Deleted.

gckc
Level 3

TurboTax filled values for MO-A Line 8 do not match US Government obligations data entered on 1099-INTs (box 3) and 1099-DIV (during interview). Any ideas why?

Be very careful with this issue.

 

When it totals  you and your spouse later it might not changing the end amount if the magnitudes of each are similar. My magnitudes are not and it triples the amount in 8b and zeros out the amount in 8a.

 

I have been trying to report the bug for over a week and they will not accept an email. They just want to download a sanitized file, which will not tell them what they need to diagnose.

 

My issue would disappear if I manually entered the data from one of the financial institutions (Pershing(Netx). The other institutions were still imported

 

I just received  a congratulatory email from as I was writing this them that over 500 people have read my post. No kidding it is a bug and has been so for 3 years is what I discovered

 

Here is a link to my chain of back and forth and no help from them.

 

https://ttlc.intuit.com/community/state-taxes/discussion/re-u-s-government-obligations-software-erro...

 

Or enter the line below in the search box if you do not want to use the link

 

U.S. government obligation software error

 

TurboTax filled values for MO-A Line 8 do not match US Government obligations data entered on 1099-INTs (box 3) and 1099-DIV (during interview). Any ideas why?

Thank you for pointing out that there are cases where the error does result in a change in taxes owed.

 

I can confirm that on my return, overriding the values or not overriding the values does not affect the tax owed.  Specifically, on my return, TurboTax computes MO-A 8aY and 8aS incorrectly.  8aY and 8aS carry down to MO-A line 18Y and 18S which are incorrect.   18Y and 18S carry to MO-1040 line 4Y and 4S which are incorrect.  4Y and 4S carry to 5Y and 5S which are incorrect.  MO-1040 line 6 sums 5Y and 5S where the errors cancel out.  On my return, line 5S is negative with or without the error so the income percentages on line 7 are 100% and 0% with or without the error and the remainder of the tax calculations are the same with or without the error. 

 

I did go back and check my 2021 and 2022 MO returns and there was no US government income for S so the problem that we are seeing would not be triggered.

 

I'm not sure if the error that you encountered is exactly the same as the one I encountered but in both cases, MO-A is being computed incorrectly by TurboTax. I too spent considerable time trying to figure out what TurboTax was doing and whether or not it resulted in an incorrect computation of taxes owed.  I too was very frustrated that I could not report the problem.

gckc
Level 3

TurboTax filled values for MO-A Line 8 do not match US Government obligations data entered on 1099-INTs (box 3) and 1099-DIV (during interview). Any ideas why?

If you import the dividends from a financial institution there is a test you could perform if you feel up to it

 

Delete the just the dividend importation that is source of 8a-Y column from the list of imported items, leaving the capital gains and all other imported files from other sources untouched.

 

Manually enter the dividends that were not imported and proceed as you had before in filling in the government obligations.

 

See if  8aY is still in error.  Manually  entering the data corrected my issue.

 

Since your end result still comes out in the wash it should make no difference, but it could add to the available data for the developers to locate the problem.

 

Mine falsely reduced my Mo taxable income by almost $7K.

 

Great ... lower tax, until it triggers an audit.

 

 

TurboTax filled values for MO-A Line 8 do not match US Government obligations data entered on 1099-INTs (box 3) and 1099-DIV (during interview). Any ideas why?

I tried the test you suggested and it did correct the problem if I entered any 1099-DIVs that were for both of us and had income from US Government obligations after I had entered (or imported) all other 1099-DIVs.  If, however, I entered a "both of us" 1099 followed by a "taxpayer" 1099, the problem was present.  I think the order of entry may be the important factor here.  

 

I am able to generate the problem with only manually entered 1099s if I enter them in the "wrong" order.

 

I haven't done enough testing to know if entering any 1099-DIVs that are for "both of us" last is a workaround in general or only happens to work for the few cases that I tested.

 

 

 

gckc
Level 3

TurboTax filled values for MO-A Line 8 do not match US Government obligations data entered on 1099-INTs (box 3) and 1099-DIV (during interview). Any ideas why?

Interesting, so the order appears to have at least some relationship to the appearance of the bug.

 

I actually suspected that this was a possibility. However, we don't have any government obligations that are held in both of our names, so I have no files to use as an import test.

 

I have been unable t to find anyway to pass on an email through the customer service channels . The tax expert and customer service path is totally blocked from doing so. They have totally walled of their development team form everyone, including other Intuit employees

 

I filed a from which apparently is under the Office of the President at Intuit. If they abide by their promise on the complaint form I should get some response back by COB tomorrow. I hope then that they will provide some path that will ultimately get the info to the  development team.

 

I will try to send the document  I created to you by using the PM function this evening when I have time. We will see if that works or if it is character limited to a small number of characters.

gckc
Level 3

TurboTax filled values for MO-A Line 8 do not match US Government obligations data entered on 1099-INTs (box 3) and 1099-DIV (during interview). Any ideas why?

I doubt you will believe the amount of effort I have expended in trying to get TurboTax to address the issue on line 8a. 

If you are interested I could cut and paste most of the correspondence here.

I went from frustrated to way beyond that.

As time went on in this process I started to play around with fictitious returns similar to what you created. I would hand enter the data and I determined the errors have nothing to do with the fact of whether the data is imported or hand entered.

 

I also sent them an image of one of the fictitious returns by providing them the token to retrieve it.

I found their response to this return to be unbelievable.

 

"Our TurboTax Team has examined the mock file you provided, but our investigation process necessitates original information from customer software and data issues." 

 

I found out later in a telephone call what they were even trying to say in their reply.

 

I determined I can recreate errors of various magnitudes depending on the amounts entered for the Taxpayer or Spouse.

 

The largest of the errors I discovered has the following from: Enter a dividend owned by the Spouse with a government obligation of for instance $4k, call it Company 1.

Enter a second dividend with a government obligation of for instance $200 owned by the Taxpayer, call it Company 2.

Enter additional dividends that have no government obligation from Company 3, then 4, then 5, then 6 owned by the Taxpayer. The amounts or the ordinary dividends are immaterial for Company's. 3-6. I used $100.

 

The program multiplies the Spouse's amount by the number of institutions on the 1099DIV list(6). 

 

Line 8a Spouse on the Mo form will now contain the $4000 multiplied by the number of financial institutions on the list. So $4000 x 6= $24000. The Taxpayer column will be $0.

 

You play with the magnitudes of the Spouse by just editing the 1099 -DIV forms directly in the forms mode, this way you can quickly test various magnitudes. This allows you to see what the formula is doing in this configuration, as nonsensical as it is.

 

If you manually replace the $4000 owned by the Spouse on the 1099-DIV with $50 and change the Taxpayer amount to $1000 on their 1099-DIV. Then you see the following result:

 

$50 x 6=$300 in the Spouse's column.  In the Taxpayer column you see $1000 - the $250= $750. The $250 is the difference between $300 and the $50 that should be in the Spouse's column.

 

This is why the errors cancel out in many scenarios, because the overage from the incorrect multiplication amount in the Spouse's column is being subtracted in the Taxpayer column. 

 

However, it fails to cancel if the subtraction of the overage results in a negative number for the Taxpayer column.  I imagine that the program probably has bounds set on every field entry, this one is clearly 0.  At least that makes sense, since you can't get a check for a negative amount.

 

So when the Spouse's erroneous multiplier cannot be subtracted in full from the Taxpayer column it is limited to 0. 

 

You can increase your deductions to any multiplier you wish by just adding a financial institutions to the list.

The key to this is that they all must be owned by the Taxpayer not the Spouse or it resets, the multiplier stops at that point the ownership belongs to the Spouse after the initial Taxpayer amount is entered.

 

The error is not symmetrical. If your reverse everything in my example by changing Spouse to Taxpayer and Taxpayer to Spouse, then the amounts are all correct on 8a. 

 

I have still been unable to get the Office of the President to pass this case to the development team. That is where the whole chain of emails and phone calls some in.

 

I thought you might be interested in seeing what I uncovered, and what happens if as a user you are unwilling to provide your actual tax file what it takes to get them to address an error.

 

Regards,

 

Glenn

 

 

 

 

 

 

TurboTax filled values for MO-A Line 8 do not match US Government obligations data entered on 1099-INTs (box 3) and 1099-DIV (during interview). Any ideas why?

@robtm   Are you around recently?  (maybe not)

 

You use MO forms.  Do you see/understand what these users are dealing with?

This last post has a lot more details as to how the MO software appears to be screwing up in a Major way.

_______________

@TomD8    Any chance you cross over and work some with MO forms to check this out?

or @xmasbaby0 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
gckc
Level 3

TurboTax filled values for MO-A Line 8 do not match US Government obligations data entered on 1099-INTs (box 3) and 1099-DIV (during interview). Any ideas why?

I actually posted the message shown above as a Private Message to tjm0xsp-.

When I hit post a message flashed up that said something like "Invalid Certificate" and then it was gone.

 

I had kept a copy and sent the Private Message again to tjm0xsp-.

 

So for whatever reason it posted my first private communication to the public forum.

 

There is nothing contained in it which actually needs to be removed. However,  it would require additional explanation in the areas where I said that I would provide all of the correspondence going back and forth with "The Office of The President" at Intuit.

 

So for a technology company they sure seem to have a lot of issues from my prospective.

 

They have tried to close the case because I would not provide my personal tax file.

 

I did something I view and argued as even better. I created a fictitious tax file with phony name, address and SS# etc..

It contained only manually entered dividends and some that had that had government interest contained in them. Absolutely nothing else on the forms to cloud the issue.

 

That is how all of the issues became apparent in the calculation for Mo Form A line 8a.

 

"The Office of The President" has still not forwarded any of the issues I discovered to the developers at this point, due to their process.

 

In time we will see if they reject the case and ignore the errors I have discovered or not.

 

I got around the error by entering the financial institution data in a certain order and then manually entering other data.

 

In my case if I did not perform things in exactly this way I saw the deduction falsely triple in size on the Mo form.

 

If I did not do so my only option was to override the data. I was warned by a TT advisor that if I did so, they would not guarantee the results. I found this ironic for obvious reasons.

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