Question

Ma form SC

Forum|Forum|1 year ago
March 28, 2025
2 replies
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MA form SC has a bug determining available credit and credit used this year for septic systems installed 2020-2022. I have $3000 credit remaining last year but for septic installed in those years MA only allows $1500 deduction per year until all the credit it used. Turbo tax continues to take the full $3000 credit this year.

I can make the correct credit this year on Form 1 by manually claiming I have only $1500 remaining credit to use but that leaves form SC incorrect and I will loose remaining $1500 of the $3000 for next year.

I also tried to change the credit work sheet manually to make the correct credit appear on MA form 1 but It also leaves form SC incorrect. Form SC is important because it seems that is how MA keeps track of used/unused septic credit.

Help....

V

Vanessa A

Is there a spot that asks for the date that you installed the septic system?

You are correct, the credit for those who installed the system prior to 2023 are only able to take the $1,500 credit. After that the limit increased to $4,000.

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W

WTax1Author

Yes I had entered 11/11/2022.

I am guessing since 2023 and beyond allow $4000 per year. When the product was updated to include new rules for 2024 and beyond the rules for years prior to 2023 are now being dealt with incorrectly and assume $4000 as well.

For what it is worth I spent quite a bit of time on the phone with a turbotax support person and they could not find a workaround. I have also contacted MA dept of revenue to see what they will accept as a work around but have not heard back yet.

V

Vanessa A

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:

TurboTax Online:

Sign into your online account.
Locate the Tax Tools on the left-hand side of the screen.
A drop-down will appear. Select Tools
On the pop-up screen, click on “Share my file with agent.”
This will generate a message that a diagnostic file gets sanitized and transmitted to us.
Please provide the Token Number that was generated in the response.

TurboTax Desktop/Download Versions:

Open your return.
Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
This will generate a message that a diagnostic copy will be created. Click on OK and the tax file will be sanitized and transmitted to us.
Please provide the Token Number (including the dash) that was generated in the response.

*(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)

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V

Vanessa A

The solution to the CMS form is to delete the form and let it regenerate. You do not need to manually change anything. The $3,000 that was originally being deducted is stuck there. Prior to deleting the form it showed $3,000 as taken this year. After deleting the form, it immediately popped back up and showed $1,500 taken this year with a $3,000 credit available.

It also changed the amount on line 31 of Form 1 to $1,500.