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TurboTax Premier 2023 desktop tools: Tax History details data are wrong

Refund seems an effective tax rate and Taxable Income is tax in the charts.

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7 Replies
CatinaT1
Expert Alumni

TurboTax Premier 2023 desktop tools: Tax History details data are wrong

We'd love to help you complete your tax return, but need more information. Can you please clarify your question?

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TurboTax Premier 2023 desktop tools: Tax History details data are wrong

I am having the same problem. I am worried that the data and numbers that the program is calculating are also wrong. The tax history details in the tool box at the upper left corner are completely wrong. It gives numbers for taxes I paid in previous years incorrectly. The numbers are wrong for taxable income, for all items. (I compared them to the previous turbo tax files to confirm.)  Some numbers look like they are switched or moved up or down one, but others are completely nonsensical.  The numbers in the tool box tax history drop down for 2023 are also wrong as I input new data. Is it a corrupted disk? Should I buy a new one? I don't trust it. I keep updating, hoping that is the problem, but to no avail. Can anyone help?

TurboTax Premier 2023 desktop tools: Tax History details data are wrong

@loralee1 Click on Forms.  When in Forms mode scroll down to the bottom of the federal return, forms, schedule and worksheets.  Click on Tax History to open the worksheet.  Is the information correct or corrupted?

TurboTax Premier 2023 desktop tools: Tax History details data are wrong

That information looks correct.

TurboTax Premier 2023 desktop tools: Tax History details data are wrong

Then there is just a program software issue when presenting the Tax History from the Tools menu using the desktop editions.  The actual Tax History worksheet is apparently correct.

TurboTax Premier 2023 desktop tools: Tax History details data are wrong

So what is the fix for that? Are all the 2023 cds problematic, or is it only some of them? Will an update fix it? I shouldn't be dealing with a software issue at this point.

dj_999
New Member

TurboTax Premier 2023 desktop tools: Tax History details data are wrong

I concur with tax_mom.  There are many incorrect label/amount pairings in the Tax Summary sheet, and these are carried forward to the Detail page as well.  

It doesn't appear to affect the actual tax filing, but it greatly reduces confidence in product quality.

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