Gotaxes
Level 3

I have called this glitch into Intuit ProSeries Professional but have not heard anything moving forward. I have done this return properly for my client in 2018, 2019, 2020 and now 2021 has problems. I know that this is a special group of individuals with age requirements, retirement date requirements and received retirement benefits from SSA exempt employment but why isn't there a fix yet? What did programmers do to change this? I believe they are now confusing the wording in the instructions on page 18 for form 4884. It states: Recipients born after January 1, 1955, received retirement benefits from SSA exempt employment, and were retired as of January 1, 2013 may deduct up to $35,000 in qualifying retirement and pension benefits if single or married filing separately or $55,000 if married filing a joint return.

It goes on to read: All other recipients born after January 1, 1955, all retirement and pension benefits are taxable and you are not entitled to a pension subtraction. 

The $55,000 is properly showing up on on line 17 of Form 4884 and should carry per the line instructions to Schedule 1, line 25 but it does not and I cannot override it and electronically file the return. Still waiting since March 3rd and so is my client! This has flowed properly to Schedule 1, line 25 for the past 3 years so please, Intuit, fix it.