TT Programming problem with self-employed health insurance premium deduction calculation

Forum|Forum|1 year ago
February 27, 2025
2 replies
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On my QBI smart worksheet in Schedule C, line 5a has the premiums paid for self-employed health insurance. However, the number is wrong. It's populating the premium deduction with Form 7206 line 13 instead of line 14. So TT is putting in $12,672 for premiums when it should be $5,264. When I click the zoom button next to the $12,672 in Line 5a, it jumps to line 14, which is $5,264. SO WHY DOES 5a say $12,672? Also, my 1040 Worksheet Part II line 17 is also populating with $12,672. Every time I fix it, it seems okay, but when I do the final review, it goes back to the wrong number every time. The mistake is hundreds of tax dollars. How do I fix this permanently?

TurboTax Premier Online

PatriciaV

We have tested the Self-Employed health insurance entry on the QBI worksheet but are unable to reproduce the experience you have seen. It would be helpful to have a TurboTax ".tax2024" file to test this issue further.

If you would be willing to send us a “diagnostic” file that has your “numbers” but not your personal information, please follow these instructions:

In TurboTax Desktop, open your return and go to Online in the TurboTax header. (On a Mac computer, choose Share or Help.)

Choose Send Tax File to Agent.
You will see a message explaining what the diagnostic copy is.  Click Send on this screen and wait for the Token number to appear.
Reply to this thread with a screenshot your Token number (this avoids Community filters for numbers with a dash) and tag (@) the Expert requesting the token from you.
Please include any States that are part of your return - this is VERY important.

We will then be able to see the same experience you are having. If we are able to determine the cause, we'll reply here and provide you with a resolution.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

mronufrakAuthor

@PatriciaV

I am so grateful for your support. This message is not letting me paste in a screenshot of my token, so I will try to give it to you a different way. Here it is:

11 86 17 88 95 08 76 63 78 The dash is between the five and the zero.

My state is New Jersey. To reiterate the problem simply:

Schedule C QBI Business Deduction Smart Worksheet Line 5a keeps populating with Form 7206 Line 13 instead of Line 14. The magnifying glass next to 5a takes you to line 14, not 13. Line 14 has my proper self-employed health insurance amount. This same wrong number from Line 13 shows up in the 1040 worksheet, Schedule 1, Part II Line 17. I can manually change line 5a in the QBI worksheet to the correct number, but it doesn't carry through to the 1040 worksheet. Also, when TT does a final analysis, TT changes 5a back to the wrong number.

Thank you again for your help!

Best regards,

@mronufrak

mronufrakAuthor

@PatriciaV

One other thing...on the TT Federal Income Summary, when I scroll down to "Business Items" and look at "Business Deductions and Credits", it's showing that same wrong number for self-employed health insurance.

Ilse1117

I'm having a similar problem with line 17. There is a number in there that I did not enter. I have no idea where it came from. I am unable to change it. The other guy had this problem more than a month ago and it still isn't fixed!!!!!????? Now what do I do? Today is April 11.