Is ProTax miscalculating overtime pay deduction?

[jzava]

Facts:  client earned $15,804 in overtime

2025 AGI: $182,823

Filing status: single

I am using ProSeries Basic, fully updated this morning.

Overtime is not reflected separately in the W-2, no separate 1099 was issued to reflect the OT earned. Client was instructed by company’s HR to print our client’s annual compensation summary, which contains the total OT paid to client in 2025.

I entered manually the $15,804 on schedule 1-A, line14b

The maximum OT client can claim is limited to $12.500 because of the filing status and gross income.  For this discussion ignore for now the ceiling on the OT.

ISSUE: Common sense and math tells me that one third of $15,804 is $5,294 which would be the value of the premium paid for client’s overtime.

According to Proseries, Schedule 1-A, line21,  “Qualified overtime compensation deduction” client can deduct $9,300.

QUESTION: how did the program arrived at the $9,300 deduction?  It appears to me that this amount is wrong.

OTHER: I contacted Proseries help line. I was old “the system calculated the amount correctly.” And that client should request an amended W-2 – this response was disappointing.

I look forward to your comments, and in particularly from someone a Level 2 customer service.

[sjrcpa]

No one from Customer Service will contact you.

This forum is "staffed" by users of the software who volunteer to help.

[IRonMaN]

Sounds like you entered the total overtime where the overtime premium is supposed to go.

[jzava]

I tried that solution but the program decreases he deduction by a third, so client loses $1,600. 

[Just-Lisa-Now- · Accepted solution]

Did you enter Total OT wages, or Total qualified OT?  2 different things.

I havent tried entering anything manually direct to 1-A, I use the OT section at the bottom of the W2 worksheet, everything seems to flow fine.

Get rid of the manual entry and use the worksheet and see how it flows.

[jzava]

Thanks, Lisa. I'll ty that solution.