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Level 1
posted Apr 9, 2025 7:10:42 AM

TurboTax Premier-Reporting Error in Penalty Calculation

Turbo tax - Please check this error- Information not being transferred between forms correctly

-Form 1040, Line 38 Penalty Assessed - clicked on search icon to locate data source

-Form 1040 worksheet, Line 38 - clicked on search icon to locate data source

-Form 2210, Line 8 - data amount from 2023 was clearly incorrect. clicked on search icon to locate data source

-Federal Carryover worksheet, Line 6 for 2023 was the correct number but it was not being transferred to the current form 2210, line 8.

 

Please correct

0 3 2141
3 Replies
Expert Alumni
Apr 9, 2025 10:24:31 AM

I just tried this in TurboTax Premier to check. I entered a figure on Line 6 for 2023 in the Federal Carryover Worksheet, and it correctly transferred to Form 2210, Line 8.

 

Try these troubleshooting steps:

 

  • Check your internet connection. Hardwired connections work best.
  • Try exiting TurboTax, restarting your device and starting TurboTax again.
  • Try using a different browser. Chrome usually works well.
  • Try clearing your cache and cookies

Are you using a Mac? See this help article for troubleshooting steps for Mac issues.

 

You could also try reentering the amount on Line 6 for 2023 in the Federal Carryover Worksheet, as I did, to see if it will then appear on Form 2210.

 

If after trying all of the options mentioned you still have the same problem:

 

See this help article for instructions on how to contact TurboTax customer support depending on which product you are using. 

 

Level 1
Apr 9, 2025 11:02:53 AM

Thank you for your suggestions

I tried everything to no avail except the browser corrections as I am using Turbo Tax as a stand alone program.  It is still not transferring. 

 

I will contact Turbo Tax.  Thank you for the link.

Level 8
Apr 9, 2025 12:27:22 PM

have you tried the interview questions under Other Tax Situations / Underpayment Penalties - it will ask you for the 2023 Tax Liability and AGI, should pick up the carryover by default, either way try changing it there