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March 20, 2022
Question

TurboTax Deluxe Capital Asset Sales Wksht False Error Check error message

  • March 20, 2022
  • 2 replies
  • 0 views
 
I am having an issue with TT Deluxe.  In the Capital Asset Sales Worksheet, the last entry, whatever it is, gets and error-check error message saying that the purchase date is missing, even though it is there in the sheet.
 
Per an agent's advice, I deleted the Capital Assets data that I had imported from Stifel and re-entered everything manually.  That made no difference.  I tried to make a dummy entry below the one noted in the error message.  That had the same result.
 
Unfortunately, the error-check error still exists. This, I believe, is an error-check software issue that needs to be remedied by TurboTax.
 
After discussing this with you, and doing everything that was suggested, I again contacted TurboTax and tried again with another TT agent.  She repeated the same suggestions originally made.  When I told her I had tried all this previously she got annoyed with me and told me to stop interrupting her.  At that point I fumbled the phone and lost the call.  To say the least, I was quite annoyed.
 
So it is my opinion that nothing I can do on my end will resolve this issue, except, maybe, upgrading to TurboTax Premier.  I can do that, and the $30 upgrade fee is not an issue, but it is very frustrating that one can do the Capital Asset stuff in deluxe, but it doesn't work as it should.
 
Screen capture below.  Please forward this to someone at TT who can investigate and correct this issue.
 

 

Please respond with what TT can do about this.
 
Thanks,
 
DaveW

    2 replies

    March 20, 2022

    You will need to upgrade to Premier to support your capital gains. You can see this product comparison web page for more information. Once you upgrade, you will want to make sure your software is up to date. Please see this Help Article for instructions on how to check for updates. Here is also an article regarding Capital Gains Tax that may be of interest to you.

    @DaveW79

    DaveW79Author
    March 20, 2022

    I have for the last many years been able to successfully handle my asset buys and sells with deluxe.  The fact that I can't this year is new. Oh, well, I was expecting that TT would say I'd need to upgrade.  It's too bad that yesterday I spent 3+ hours on the line with TT agents and doing what they said would work, and of course  it didn't.  They should have said right off the bat that I'd definitely need to upgrade, but even though I mentioned that I thought that might be the case, they did not confirm it.  Very frustrating.

     

    And I update every time TT says it will on opening, so that is not an issue.

    DaveW79Author
    March 20, 2022

    OK, I upgraded.  Upgrading DID NOT CORRECT THE ISSUE!

     

    I'm still getting EXACTLY the same erroneous error message that I noted in my 1st post. I WILL NOT contact the TT agent again.  That was totally useless and a waste of time.

    Employee
    March 26, 2023

    That screen capture is seriously messed up. 🙄 What's with the streams of empty checkboxes?!? That page reminds me of early web forms that had gone corrupt due to the way all the different browsers interpreted html. Garbage!