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TaxPandaCPA
Level 4
March 16, 2021
Question

identical client got different results from Proconnect and Turbo Tax

  • March 16, 2021
  • 1 reply
  • 0 views

Issue: my client has W-2 box# 12 code W $ 3555. after entering all the forms into Proconnect, it shows the client has a balance due of $ 3,675.

For testing purposes, I entered all the information again in Turbo Tax, it's telling me the client has a balance due of $ 5,024 (1,349 difference).

I compared both 1040 Forms between Proconnect and Turbo Tax, and have noticed Form 1040 line# 11 AGI is off by the exact $ 3555 ($ 208,052 from Proconnect, and $ 211,602 from Turbo Tax). the HSA max employer contribution was captured by Turbo Tax on 1040 Form line# 8 other income from Schedule 1, Line 9 $ 3555.

https://www.irs.gov/pub/irs-dft/p969--dft.pdf

Am I missing anything here? 

 

 

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1 reply

itonewbie
Level 15
March 16, 2021

Check F.8889 and your input for the form.

---------------------------------------------------------------------------------Still an AllStar
TaxPandaCPA
Level 4
March 16, 2021

Thank you! the Proconnect 8889 form is blank, while Turbo Tax Form 8889 line#9 has the employer contribution amount of $3555. 

 

I did go back and checked all the questionnaires in Procoonect, it still generates a blank form. 

 

Would you please kindly advise which part is missed? Thank you so much!

Hope it helps. Thank you in advance for marking mine as your "BEST answer"!
TaxPandaCPA
Level 4
March 16, 2021

Not sure I need to enter anything with the [override] label in Proconnect 

Hope it helps. Thank you in advance for marking mine as your "BEST answer"!