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New Member
posted Oct 29, 2019 9:09:11 PM

The status bar that provides 2015 Balance Due or Tax Refund is not reflecting correct amounts? Is there a problem with the calculation?

0 9 1919
1 Best answer
New Member
Oct 29, 2019 9:09:13 PM

If these large deductions are non-refundable tax credits, you will not see a change in a refund amount once your tax payable is reduced to nil.  Non-refundable credits will not increase a refund.

9 Replies
New Member
Oct 29, 2019 9:09:13 PM

If these large deductions are non-refundable tax credits, you will not see a change in a refund amount once your tax payable is reduced to nil.  Non-refundable credits will not increase a refund.

New Member
Oct 29, 2019 9:09:14 PM

What if they are refundable credits that usually make a difference to the amount but this year don't seem to make a difference. For instance, shouldn't entering child care costs make a different to the amount owing or credit? And charitable donations too normally increase my refund but this year seem to have no impact whatsoever....

New Member
Oct 29, 2019 9:09:15 PM

Thanks for explaining it so clearly! I understand now. 🙂

New Member
Oct 29, 2019 9:09:18 PM

If you are already getting a refund, non-refundable tax credits might not increase the refund.  They only come into play if you still have tax owing or have paid tax..  You can use them to decrease the tax you owe to nil.  If your tax is already at zero you will not benefit from N-R credits.  You can check by clicking the review tab>bottom line summary and scroll down to detailed tax summary.

New Member
Oct 29, 2019 9:09:19 PM

thanks, this helps clarify, it now appears to be behaving as you describe

New Member
Oct 29, 2019 9:09:21 PM

This is happening to me too. It isn't updating when I add more deductions - large deductions that should change the amount of tax refund have no impact. It is like the counter on the side of the screen is broken. 

New Member
Oct 29, 2019 9:09:22 PM

Same for me. I have exceeded the standard deduction and my 1098 info did not change refund amount nor did the donation import from its deductible change the amount. Is there a bug in the software?

New Member
Oct 29, 2019 9:09:24 PM

Is the 1098 form a US form?  If so, you will get better assistance on the US forum www.turbotax.com
This is the Canadian forum.

New Member
Oct 29, 2019 9:09:25 PM

Without mentioning what part of the program is not calculating correctly, or why you think it is incorrect, it is very hard to say.