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
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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:
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.
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.
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
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