TurboTax is incorrectly computing my refund and won't let me override the amount.

[marhill]

TurboTax correctly computes the tax due and the amount of my payments. It shows $1,786 as the amount overpaid, but will only let me get a refund (or apply to 2022) $1,750. I can't override the amount. I can use white out and file my return manually, but that's a pain.

[rjs · Accepted solution]

Is there a $36 estimated tax penalty on Form 1040 line 38? If so, that's what is reducing your refund. The computation is correct.

[marhill]

No. And there's no penalty due.

[marhill]

That gave me an idea. I had paid the final estimate in 2021, but when I changed the date entered in TurboTax to 1/15/2022, the problem was fixed. Though it never showed a penalty due, even with the old date????

[marhill]

I take it back. It did show a penalty, I just never looked that far down, since I knew there wasn't any. All is fixed now by using a 1/15/22 date on the Tax Payments form.