hncpa
Level 2

In ITA beta, I just chose 2021 individual tax return (MFJ, California) I wanted to use as 2021 Actial.

When reviewing 2021 Actual, the following numbers are NOT the same as the final tax return, which means that the actual tax return info is not rolled into ITA accurately.

- Taxable Income

- Business exp (Sch C expense is partially listed, but not all)

- Adjustments to income (Taxpayer SE health insurance deduction is listed, but Spouse SE heatlh insurance deduction is not listed)

 

Issue&My request:

1) When 2021 Actual is not rolled into correctly, I have no way to change it in the column. Thus, it is the best if the rollover info is always correct. If not always correct, then I wish to have an option to overwrite.

2)