Question

TurboTax Software Error

Forum|Forum|3 years ago
September 28, 2022
1 reply
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Turbo Tax (desktop version) does not transfer the amount paid with an extension to the tax form, have to do it manually in the form. Looking around this "support" site, I found this has been an issue since 2018 at least. When is Turbo Tax going to correct this?

After an hour+ of trying to find a place to ask this question, this seemed as good a place as any. Have to add, not having a way to contact Turbo Tax other than this method seems a bit odd. Might explain why the issue in question hasn't been resolved in at least 4 years....

TurboTax Home & Biz Windows

DoninGA

Employee

If you used the TurboTax Easy Extension to electronically file the extension request, Form 4868, and make the tax payment with the request, the payment should already entered on your tax return. Provided you used the same user ID for the 2021 online tax return as was used for the Easy Extension. You can check to see if the amount is on your tax return by clicking on Tax Tools on the left side of the screen. Then click on Tools. Click on View Tax Summary. Then click on Preview my 1040.

The federal extension payment will be shown on Schedule 3 Line 10. The amount from Schedule 3 Part II Line 15 flows to Form 1040 Line 31

To enter, change or delete a payment made with an extension request (Federal, State, Local) -

Click on Federal Taxes (Personal using Home and Business)
Click on Deductions and Credits
Click on I'll choose what I work on (if shown)
Scroll down to Estimates and Other Taxes Paid
On Income Taxes Paid, click on the start or update button

On the next screen select the type of extension payment made and click on the start or update button

Or enter federal extension payment in the Search box located in the upper right of the program screen. Click on Jump to federal extension payment

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WoodcarverAuthor

If Turbo Tax would have had that option, I would have used it. Had to print and file the extension and mail with a check. There should be no difference in how the software handles putting numbers where they belong on the forms when it has the numbers.

The dollar amount was in Turbo Tax in the box asking what was paid with the extension, but doesn't get entered on the form itself. That's the problem. Turbo Tax had the figure, but there is a software error that doesn't transfer it to the actual document that gets sent to the IRS; that's an important step in the process. I found the same question being asked over 4 years ago. Fortunately someone's response reminded me to go look at the form itself and make a manual entry. The point is, we use Turbo Tax to simplify the filing of our taxes, not make it more difficult.

I've been doing taxes for myself and a couple others over 40 years. I've used Turbo Tax for well over 20. Software has glitches, it's the nature of it, especially when it's doing complex duties with constantly changing parameters. People who write software need to have these glitches pointed out when they occur so they can be corrected. Turbo Tax doesn't seem to have any process to have this information sent to them-that's a glitch in their process that should be corrected.

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WoodcarverAuthor

Btw, I mentioned in my post that I was using a desktop version, not the online version. But perhaps what you wrote will help someone who does use the online version. Thank you for the time you took for the response.