Level 3

Question

Why am I seeing changes to tax amount after return is e-filed?

Forum|Forum|5 years ago
April 8, 2021
34 replies
55 views

It looks like the program is calculating taxes incorrectly. I just got a notification that there was a change in the return after it was e-filed. The only change is the tax. Calculating it manually, the program calculated the tax incorrectly originally. I can't tell what the program is doing. I called support and the agent I spoke to didn't know and wasn't interested in figuring it out. I'm not comfortable with whatever the program is doing.

Has anyone else seen this?

ProSeries Professional

This topic has been closed for replies.

M

Marsha2020

Level 4

I've had a problem with the unemployment income after the update. Numbers changed but at least I had not filed it. VA still a problem.

Just-Lisa-Now-

Intuit Community Champion

I saw a post somewhere about Sch D tax calculation changing after this latest update...let me see if I can find the post, I think it was in another group.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Just-Lisa-Now-

Intuit Community Champion

OK, this is what was posted in the ProSeries Facebook group this morning. Sounds like it was wrong before and now its correct?

"The latest ProSeries update pushed out changes impacting tax calculations for returns with Form 4952. The software had been incorrectly using the Qualified Dividends and Capital Gain Tax Worksheet for returns with Form 4952. They corrected this to use the Schedule D Tax Worksheet - any returns that were waiting to be efiled have likely been changed."

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

PatP3005Author

Level 3

Thank you for taking the time to find that article. My return didn't have a 4952. It was a very simple, W2 only, tax return.

qbteachmt

Level 15

"I just got a notification that there was a change in the return after it was e-filed. The only change is the tax"

Are you sure it isn't this situation, described last month:

https://proconnect.intuit.com/community/proseries-tax-news-updates/discussion/proseries-2020-produces-message-for-e-filed-returns-with-the/01/145753#M243

Don't yell at us; we're volunteers

PatP3005Author

Level 3

No, I'm not sure. While that could be the situation, the program calculated the tax amount incorrectly on the original return. I didn't check it before I filed it because I trust the software to calculate the tax correctly. After I received the message that the amounts had changed I manually checked the tax calculation and it was wrong on the original return. After it was efiled it showed the correct tax. Fortunately the change was in the client's favor. But it's embarrassing and unsettling that the software didn't do it right initially.

qbteachmt

Level 15

"After it was efiled it showed the correct tax."

Instead of us playing twenty questions, why not confirm Tax and Credits to see what changed?

"I can't tell what the program is doing."

If you've identified it was wrong, you also must be able to see where it went wrong. Otherwise, how do you know it was wrong?

Don't yell at us; we're volunteers

S

Ssorrell

Level 2

Yes - I have had the same issue !! and correct Proseries can not answer. My client received an IRS letter with the increased tax. It was regarding ordinary tax -

Just-Lisa-Now-

Intuit Community Champion

The letter has more info than just "increased tax"...what did they change?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

M

MatthewTrivett3

Level 2

I need to access my 2020 return

Just-Lisa-Now-

Intuit Community Champion

I think you may be in the wrong place...this forum is for tax professionals using Intuit's professional tax software, it appears you may be looking for DIY help.

Please visit the TurboTax Help site for DIY support, they may be able to help you.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

A

Anonymous

I don't know why that question from a year ago is getting attention now. I'm a CPA, I've used ProSeries Professional for 20 years, and I was challenging ProSeries' changing filed 2020 tax returns.

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