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What's wrong with turbotax charitable contributions calculation? no errors, efile gets rejected because cash, other than cash

Schedule A (Form 1040), TotalCharitableContriAmt' must be equal to the sum of the following:
'GiftsByCashOrCheckAmt' and 'OtherThanByCashOrCheckAmt' and 'CarryoverFromPriorYearAmt'
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This return cannot be filed at this time due to a processing error that will be corrected on February
10, 2022. On or after February 10, 2022 open the rejected return, review it for errors, and resubmit return for electronic filing
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11 Replies
PatriciaV
Employee Tax Expert

What's wrong with turbotax charitable contributions calculation? no errors, efile gets rejected because cash, other than cash

Yes, the error code description explains why you are seeing Reject Code SA-F1040-027. There is a known issue in the calculation of your total charitable contributions that is expected to be fixed on or after February 10, 2022. Please log into your TurboTax account after that date and return to the review section. The error should be resolved so you can e-file your return.

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What's wrong with turbotax charitable contributions calculation? no errors, efile gets rejected because cash, other than cash

No, it's not February 10th.  At first it was February 3rd, but now it's February 18th.  And no kidding it should be resolved so I can e-file our return.  This is CLEARLY a software error.  The value on line 14 of schedule A is, in my case, actually the right amount.  The problem is that the value from line 27 of the Charitable Deduction Limits Carryover worksheet is what's supposed to be on line 13 of schedule A.  Some part of the software knows that, because it's adding schedule A lines 11, 12, and what should be on line 13 to come up with the value shown on line 14.  You can blame the IRS for a lot of stuff, but this error is not one of those things.

What's wrong with turbotax charitable contributions calculation? no errors, efile gets rejected because cash, other than cash

First time error came up fix was feb 3, then 10th.  Now 18th?  Hell might nit be able to file til next year but the bastards charged me $20 to electronically file  my unfilable state return. I hat turbotax as i got to hate intuit quicken.  Back to H&R Block next year.  

What's wrong with turbotax charitable contributions calculation? no errors, efile gets rejected because cash, other than cash

“Turbotax guarantees”. See bs below.  Sick sad not joke. Incompetent

What's wrong with turbotax charitable contributions calculation? no errors, efile gets rejected because cash, other than cash

Guess what today is!  February 18th, 2022.  Guess what was supposed to be fixed today!  This calculation.  Guess what isn't fixed!  Good guess!

What's wrong with turbotax charitable contributions calculation? no errors, efile gets rejected because cash, other than cash

Looks like it did get fixed.  My fed e-file was accepted midday.  Finally

What's wrong with turbotax charitable contributions calculation? no errors, efile gets rejected because cash, other than cash

Me too, but not after another three very painful conversations with three people who all thought they were starting from scratch.  While sitting on hold waiting for another incorrect answer (try again Monday), I went into the option to print my return, and voila, the right amount appeared on line 13 of Schedule A.  Since I had previously printed my rejected return with government worksheets, I printed out the accepted return and compared them.  And not that it mattered to my return, but there was a whole lot more changed than just that one line.  It looks like anyone who made charitable contributions greater than 60% of their income was also due for a fix, since all our charitable contributions moved from that category to the 100%  deductible. 

 

The communication on this was horrible.  The tracking on this was horrible.  We need to use Turbo Tax because of the carryover, and because although I know what the numbers should be, Turbo Tax is great (usually) at putting the numbers in the right places.  But if our taxes were slightly less complicated, I'd use IRS Free File.  Any more complicated, I'd hire an accountant. 

 

Thanks so much for posting that you were finally successful.  Did you get any notifications that the problem had been fixed?

 

What's wrong with turbotax charitable contributions calculation? no errors, efile gets rejected because cash, other than cash

I got zilch from Intuit/turbotax.  Not even from the git go.  No way to contact them and no notice other than a bs email saying they would help fix the problem.  Only way I found out they had a problem was by posting my issue in the Community.  We in the community ought to bill the creeps.  Did not even say or admit it was a problem with their crappy overpriced software.  When i tried e-file the first time and it was rejected all i got was a couple of texts saying my filing was rejected.  When i went back in it had nothing about how to fix it.  Only after i checked status if filing did it say they had a problem that would be corrected first Feb 3, then Feb 10 and finally the 18TH.  However the very first time i filed and was rejected, they immediately charged my credit card for the “included” state filing.  Incompetent crooks-that’s all.  

What's wrong with turbotax charitable contributions calculation? no errors, efile gets rejected because cash, other than cash

February 18th has come and gone. The error is still not fixed. What the heck is going on?? Turbo Tax is charging more and more for software that is less and less dependable every year. This is egregious. We should get our money back at the very least. Maybe it's time to involve the attorney general.

What's wrong with turbotax charitable contributions calculation? no errors, efile gets rejected because cash, other than cash

Some more thoughts on my experience.  First, although it doesn't look like it's fixed, it might be.  It certainly doesn't tell you that it is, so try this.  Go into your return and change a number somewhere (then, obviously, change it back).  Then go into the section where the final step is to file your return.  Click on that, and then select the option to view your forms.  Take a look at schedule A and see if it's corrected.  That's what I did while I was sitting on hold waiting for the specialist to research this issue, and that's when I saw the numbers were correct.  So I compared my rejected return to the seemingly correct return, found a bunch of irrelevant changes, and was able to file and get my return accepted.

 

Second thought:  I got a refund.  I filled out the first "closed case" survey I got and gave zeroes across the board.  I actually got a call from a customer satisfaction representative, and she offered me a refund.  I actually told her I'd prefer to just get the issue fixed, but they reversed the charge anyway.

 

I get such a kick out of the emails I get congratulating me on having so many posts, and being a member of the community for a year.  Don't they realize the only reason people sign up for this community is because they're frustrated beyond belief?  And being a member for a year means I had issues last year as well.

What's wrong with turbotax charitable contributions calculation? no errors, efile gets rejected because cash, other than cash

You're are wonderful!!! I did just as you suggested, changed a number, changed in back again,  and it worked. Thank you!! 

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