Question

TurboTax bug in 2024 Alabama Schedule RS

Forum|Forum|1 year ago
March 2, 2025
2 replies
0 views

TurboTax Premier 2024 for Windows Alabama Form 40NR Schedule RS does not apply the $6,000 exclusion to taxable retirement income. Thus inflating taxable income by $6,000. Thus leading to incorrect (prorated) itemized deductions.

K

KeshaH

If you'd like, we can look at your return and see exactly what you see to help come to a resolution. The return will be scrubbed and won't include any of your personal details.

If you're using TurboTax Online:

Once you're logged in to your account,

- on the left hand panel, click on Tax Tools and then choose Tools

- on the pop up window, select Share my file with Agent

- you'll see a message saying you'll give us a copy of your tax return. Your personal information will be changed so we can't see any private information.

- click okay and you'll get another message with a token

If you're using TurboTax Desktop:

Click on Online in the top menu of TurboTax Desktop for Windows
Select 'Send Tax File to Agent'
Write down or send an image of your token number and state then place in this issue.
We can then review your exact scenario for a solution

Please reply to this message with your token so that we can further assist you. Let us know all the states, if any, that are included on the return.

B

biz23058Author

13563578009680279-44168577

B

biz23058Author

So... is this a confirmed bug?

K

KeshaH

Thank you for sending your token. I've looked over your return, specifically the Alabama Schedule RS.

None of your retirement income is currently shown as taxable to Alabama. TurboTax isn't calculating an exclusion on Schedule RS because all of the income is already being excluded from Alabama tax.

@biz23058