jhopper
Level 2
12-07-2019
02:34 AM
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Best Answer Click here
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George4Tacks
Level 15
George4Tacks
Level 15
12-07-2019
02:34 AM
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@Kathi_at_Intuit @Ashley at Intuit (aka Henry Jr) @Intuit Katie @ANYONE Has this been reported? 1040 Screen 24, code 28 is not flowing, but 78 is on a joint return.
Answers are easy. Questions are hard!
Answers are easy. Questions are hard!
Employee
12-07-2019
02:34 AM
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I do not see any reports on it. Let me see if I can duplicate it.
abctax55
Level 15
12-07-2019
02:35 AM
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I'm on 39.037 & just tested one. It's still taking the educator expense (in my case $ 75) even when I move it from TP to Spouse.
Just FYI for troubleshooting.
edit...
I just changed it to $ 500, & moved between TP & spouse and it's still working fine. Federal return, with a CA NR.
HumanKind... Be Both
Employee
12-07-2019
02:35 AM
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Thank you very much for helping!
abctax55
Level 15
12-07-2019
02:35 AM
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I did ? LOL....mine worked just fine so I'm not sure how much I helped 🙂
HumanKind... Be Both
Employee
12-07-2019
02:35 AM
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It helps because I was not the only one who it was working for.
jhopper
Level 2
12-07-2019
02:35 AM
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I entered the $250 on taxpayer line instead of spouse and it worked. Thanks for the suggestion.
Employee
12-07-2019
02:35 AM
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I am not able to duplicate it. I tested 2017 and 2018 I see $250 dollars appearing on line 23. See attached picture:
Employee
12-07-2019
02:35 AM
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What version are you on? Help>troubleshoot F10>Versions tab.
George4Tacks
Level 15
12-07-2019
02:35 AM
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39.0307 Joint return, Taxpayer only. Seems to work for spouse, but not taxpayer
It works for Single taxpayer
Answers are easy. Questions are hard!
It works for Single taxpayer
Answers are easy. Questions are hard!
rbynaker
Level 14
12-07-2019
02:35 AM
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Just swap the TP and SP. IRS *loves* it when you do that! 😉
Employee
12-07-2019
02:35 AM
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Same version as me and I tried all filing types and Taxpayer and Spouse, together and separate, it is still flowing. Let me see if someone else is able to duplicate it.
Employee
12-07-2019
02:35 AM
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Maybe it is one of these causing it:
Note: Per 1040 form instructions for line 23, qualified educator expenses are reduced by the following:
Excludable U.S. series EE and I savings bond interest from Form 8815
Nontaxable qualified tuition program earnings or distributions
Any nontaxable distribution of Coverdell education savings account earnings
Any reimbursements that were not reported to you in box 1 of your Form W-2
Note: Per 1040 form instructions for line 23, qualified educator expenses are reduced by the following:
Excludable U.S. series EE and I savings bond interest from Form 8815
Nontaxable qualified tuition program earnings or distributions
Any nontaxable distribution of Coverdell education savings account earnings
Any reimbursements that were not reported to you in box 1 of your Form W-2
George4Tacks
Level 15
12-07-2019
02:35 AM
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That will teach me to use the same "dummy" client for too many answers. I had Coverdell distributions
Hopefully this will help @jhopper to diagnose their return.
Sorry for the extra exercise. Hopefully we lost a bit more weight doing this. I know I need to.
Answers are easy. Questions are hard!
Hopefully this will help @jhopper to diagnose their return.
Sorry for the extra exercise. Hopefully we lost a bit more weight doing this. I know I need to.
Answers are easy. Questions are hard!
Employee
12-07-2019
02:35 AM
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Yay! Thank you for the update. It is Teamwork that wins.