Can the state amount for nonqualified distribution equal the federal amount? (2023 Premier Desktop version, fully updated; getting error in SmartCheck with values equal)

Forum|Forum|2 years ago
January 15, 2024
1 reply
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(No matter what value I enter for the state amount during SmartCheck I get sent back with SmartCheck saying it is erroneous)

TurboTax Online

BillM223

Are you getting this message when you run SmartCheck for the federal return?

What is the exact message you are getting?

What are your amounts in (W-2) box 1, box 11, box 16, and box 18?

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DPP2

I am also getting the same error message - "Form W-2 (Fidelity Investments) Nonqualified Distribution (State Amount) - The total amount of Sect. 457 state distributions does not match with the amount of Sect. 457 distributions reported on the federal return. Adjust the state entries as needed.

However, the numbers do agree EXACTLY. I've tried retyping the same number in error window, but error doesn't clear.

W-2 Boxes 1, 11, 16 are exact same number. Box 18 is blank.

AnnetteB6

After requesting the diagnostic file below, I received some further information that this is a known customer experience that is being addressed. It is expected to be resolved after 2/2/2024.

In order to take a closer look and report this as a possible software issue, it would be extremely helpful to have a diagnostic copy of your tax file. The diagnostic file will not contain any personally identifiable information, only numbers related to your tax forms. All personal information is redacted with 'xxx'. If you would like to provide us with the diagnostic file, follow the instructions below and post the token number along with which version of TurboTax you are using in a follow-up thread.

Use these steps if you are using TurboTax Online:

Sign in to your account and be sure you are in your tax return.
Select Tax Tools in the menu to the left.
Select Tools.
Select Share my file with agent.
A pop-up message will appear, select OK to send the sanitized diagnostic copy to us.
Post the token number here.

If you are using a CD/downloaded version of TurboTax, use these steps: