Skip to main content
March 24, 2023
Question

Nominee distribution is incorrect on schedule B, is this a bug?I entered 65K adjustment on dividends (I am nominee). TurboTax put -$55k Nominee Distribution on schedule B

  • March 24, 2023
  • 1 reply
  • 0 views
No text available

1 reply

JosephS1
March 27, 2023

Please clarify and expand upon your question.  What version of TurboTax are you using?  Online?  Desktop?

 

I have tried to duplicate your situation without success.  Perhaps if you sent us a diagnostic of your return we can look at it further.

 

In order to do this, we need you to provide us with a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:

 

 TurboTax Online:

Sign in to your online account.

Locate the Tax Tools on the left-hand side of the screen.

A drop-down will appear. Select Tools

On the pop-up screen, click on “Share my file with agent.

This will generate a message that a diagnostic file gets sanitized and transmitted to us.

Please provide the Token Number that was generated in the response.

 

TurboTax Desktop/Download Versions:

Open your return.

Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent

This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us.

Please provide the Token Number that was generated in the response.  

 

@pruett12 

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"