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Error in TurboTax Deluxe for Delaware Form PIT-RES

Forum|Forum|3 years ago
March 23, 2023
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On the Income Allocation Worksheet, Taxpayer/Spouse Allocation, Married Filing Combined Separate (Form PIT-RES), there is no way to separate out Spouse and Taxpayer for line 15, Other Income. You can only fill in the amount for spouse. When you do that, it does NOT change the value for Taxpayer. to compensate for the spouse value. There is nothing in the Easystep interview process that allows you to enter Other Income. You can only enter the data manually on the form. When can this error get fixed?

Best answer by jh73

There are no columns a and b on my Schedule 1 (Federal Form 1040). There is only a single entry. In fact, I recall no interview question that asked me to split out my other income. Except for the taxpayer (me) and spouse 1099 forms that are entered, Turbotax has no knowledge of what belongs to me and what belongs to my wife on our joint return. On my state return, I have to identify some of the breakouts for the Married Filing Combined Separate (MFCS) interview. Other income is not covered.

I also tried to open a form for Schedule 1 worksheet, but there is only a Schedule 1 form, the one I have in Turbotax Deluxe.

AmyC

Employee

It should be pulling over from federal Form 1040. Most of the federal income is referenced. What type of income are you trying to correct? Is it properly marked for which spouse it belongs to in the federal?

An error can only be fixed once it is identified so we do appreciate your help if there is an issue. There are no known issues with the spouse allocation form at this time.

For my example, it pulled from Federal Schedule 1, Part I, line 8 Worksheet, column a and column b.

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J

jh73AuthorAnswer

There are no columns a and b on my Schedule 1 (Federal Form 1040). There is only a single entry. In fact, I recall no interview question that asked me to split out my other income. Except for the taxpayer (me) and spouse 1099 forms that are entered, Turbotax has no knowledge of what belongs to me and what belongs to my wife on our joint return. On my state return, I have to identify some of the breakouts for the Married Filing Combined Separate (MFCS) interview. Other income is not covered.

I also tried to open a form for Schedule 1 worksheet, but there is only a Schedule 1 form, the one I have in Turbotax Deluxe.

J

jh73Author

Let me restate the problem. On the Delaware Form PIT-RES, Income Allocation Worksheet, Taxpayer/Spouse Allocation, Married Filing Combined Separate, line 15 is for Other Income. Turbotax correctly carries the total amount of Other Income over from the federal return and displays it in the Federal column. Let's say it's $209. If you manually enter $100 in the Spouse column, the value in the final column, Taxpayer, does NOT change. With other line items, when you enter the Spouse amount, TurboTax deducts that from the Federal column and displays the difference in the Taxpayer column. Then the sum of the Spouse and Taxpayer columns equal the Federal column. That is not true for Other Income (line 15). That is the crux of the problem.