TurboTax filled values for MO-A Line 8 do not match US Government obligations data entered on 1099-INTs (box 3) and 1099-DIV (during interview). Any ideas why?

Forum|Forum|2 years ago
March 4, 2024
3 replies
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I've checked the forms for the 1099-INTs and 1099-DIVs and the data appears to be entered correctly but the values that TurboTax calculated are not the sum of the US Government obligation data entered, e.g., the Missouri AGI worksheet has the correct values for Spouse interest and dividends (lines 2 and 3) but the Spouse amount on the MO-A is larger than the sum of these numbers. How could the interest from US Government obligations be larger than the total interest and dividends? The Taxpayer values are not correct either but are smaller than they should be.

TurboTax Online

tjm0xsp-Author

This looks like a bug in TurboTax. I copied my return and tried changing the 1099-DIV inputs. If I zero out the value entered in the interview for US government obligations for one of the 1099-DIVs, the taxpayer value that TurboTax computed for MO-A changed by the amount originally entered and the spouse amount changed by twice the amount originally entered. Since this 1099-DIV was "both of us", I would have expected both the taxpayer and spouse amounts to change by one-half of the amount originally entered. Most of the other tests that I tried, e.g., changing the taxpayer, spouse, both of us selection for a 1099-DIV, produced incorrect results. How do I report a bug?

SteamTrain

Employee

Call in to Customer Support...they will likely request a Diagnostic file for them to check out.

Make sure you have entered everything properly, and the errors are there.

What is the TurboTax phone number? (intuit.com)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

tjm0xsp-Author

Just got off a phone call with TurboTax support. The rep was pleasant but couldn’t help much. She said that they don’t have a bug in the system for this issue yet. She will put the information that I gave her in the notes but there isn’t a way to directly report a bug.

tjm0xsp-Author

Deleted.

cpruitt235

I have had this problem with the MO-A for as long as I can remember. I go back through each 1099DIV or INT I have entered and can never come up with the amount that is shown on MO-A. Capital gains never transfer over either so not sure why the source of taxpayer or spouse is even asked. I have reported to Turbotax and never gotten a response. They spend few resources on making certain the state tax returns are correct.

gckc

I have given up on TT.

I spent hours and hours with various individual in the group call "Office Of The President" at Intuit.

I showed them how I could trigger the error at will and how I could get around it if I imported things in a certain order.

The errors are significant when it comes to calculating the Federal obligation portion of gains.

Last years whether your imported the data for your Federal obligations or entered it manually it calculated it improperly "if" you entered or imported the Spouse's data first.

I did appear to work in my case if you import or manually entered or imported the taxpayer's data first followed by the spouse's. So it was order dependent.

This years returns appear to work if manually entered, but the error is still there if you import the data with the spouse's data first.

They assured me multiple times they would address it to correct the errors for the 2024 tax year software, but they did not. I was left dumbfounded that I had spent the time thorough trial and error to given them a perfect test case on how to create the error. I had various people call and I would allow them to remote in to a fictitious John Doe return that I created. I would demonstrate the error. and then switch the order of the entry and how it would calculate the value correctly. Even doing this they still have the error in this years software.

I am done with TT because I don't trust their calculations on state returns. I found other errors on the Federal return previous to this.

I reported what I had gone through to the Attorney General and DOR of Missouri. I described that TT is failing to correct known errors on the Mo tax calculations that shortchange the Mo DOR. I guess we will see if they do anything or not.

Good Luck