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TurboTax 2011 Update Notes (Individual) - Prior Release Information

Release 19 (R19) is the current software release and incorporates these items from earlier releases:

Release 18 (R18) – May 23, 2012

These issues were fixed:

  • Leased Vehicle Inclusion Amount Calculating Incorrectly. More info
  • Unable To Select To Not Take IRA Deduction. More info

Release 17 (R17) – April 25, 2012

These issues were fixed:

  • Incorrect Calculation on Schedule D. More info
  • Incorrect Calculation on Line 19 of Form 2441. More info
  • Incorrect Calculation for Excess HSA Distribution. More info
  • Incorrect Vehicle Description for Honda FCX Clarity (Fuel Cell). More info
  • Incorrect Year on Main Home Sale Interview Screen. More info
  • Public Safety Officers' Health Insurance Screen Doesn't Appear. More info
  • Schedule E Removed After Entering Schedule K-1. More info
  • Screen displays "Rental" instead of "Royalty". More info
  • Unable to Split Section 179 Depreciation Between Two States. More info
  • Unable to Enter Qualified Charitable Donation for Inherited 1099-R. More info
  • (Mac) "Error building screen: /start/welcome". More info
  • (Windows) Error 21319284503 when opening return. More info

Release 16 was a TurboTax Online-only release. No software update was released

(Windows only) Release 15c (R15c) – April 14, 2012

R15c resolves a printing issue caused by conflicts between TurboTax and recent Windows updates. More info

Release 15 (R15) – March 21, 2012

With this release, customers who e-file will have the option to receive a text message with their e-file status.

Release 14 (R14) – March 14, 2012

R14 fixes these issues:

  • Foreign Tax Credit Form 1116 Printing Issue. More info
  • Non-Deductible Loss on Personal Item Sale Calculation Incorrect. More info
  • "This import was unsuccessful" when attempting to import from Mint. More info
  • (Enhancement) Customers with foreign addresses can now e-file their federal returns. More info

Release 13 (R13) – March 7, 2012

R13 fixes these issues:

  • Taxable Social Security Calculating Incorrectly. More info
  • Mortgage Interest Deduction is Incorrect. More info
  • Error After Entering Multiple Lot Stock Sale with Wash Sale Loss Disallowed. More info

Release 12 (R12) – February 29, 2012

R12 fixes these issues:

  • Can't find financial institution when importing (Mac). More info
  • Form 5405, Part V not populating. More info
  • Interest income disappears after importing. More info
  • (Enhancement) Now you can select which 1099 forms will import. More info

Release 11 (R11) – February 22, 2012

R11 fixes these issues:

  • TurboTax crashes when transferring from H&R Block. More info
  • Error 20039818606 or "freezing" when printing. More info
  • Unable to edit multiple dependents. More info
  • Child Tax Credit incorrectly included. More info
  • "Estimated Tax payments may not be greater than taxable income" error. More info
  • Incorrect dates on Foreign Tax Credit Carryover Worksheet. More info
  • Supporting Details on Form 2106 Adjustment Worksheet won't print. More info
  • Problems after importing from TD Ameritrade. More info

Release 10 (R10) – February 15, 2012

R10 fixes these issues:

  • Imported 1098 Causes E-file Error. More info
  • Form 3800 Worksheet error during final review. More info
  • Error Check: Form 3800 Not Available. More info
  • Unable to e-file Form 8829 with Schedule C. More info
  • Rejection codes 0034, 0151, and 0156. More info
  • Rejection code 1040-197. More info

All 2011 federal forms, schedules, and worksheets supported in TurboTax Basic, Deluxe, Premier, and Home & Business versions are final with this release, including:

  • Form 4562, Depreciation and Amortization (Partnership and S Corporation Schedule K-1s)
  • Form 8582-CR, Passive Activity Credit Limitations
  • Form 8910, Alternative Motor Vehicle Credit
  • Schedule K-1 Worksheet (Form 1041) for Estates and Trusts
  • Schedule K-1 (Form 1065), Partner's Share of Income, Credits, Deductions
  • Schedule K-1 (Form 1120S), Shareholder's Share of Income, Credits, Deductions

Release 9 (R9) – February 8, 2012

R9 fixes these issues:

  • Unable to Change Phone Number In Interview. More info
  • 401(k) Roth Conversion Calculation Error. More info
  • Efile Rejection: Error Code F8283-020 and F8283-014. More info
  • Form 5405: Part 1, Line E Check Box Changes from 'No' to 'Yes' when Printed. More info
  • MFJ Federal Worksheet Contains Unnecessary Info under HOH Filing Status. More info

In addition, R9 includes final versions of these forms:

  • Form 1040X, Amended U.S. Individual Income Tax Return
  • Form 2210-F, Underpayment of Estimated Tax by Farmers and Fishermen
  • Form 3800, General Business Credit
  • Form 6781, Gains and Losses from Sec 1256 Contracts and Straddles
  • Form 8801, Credit for Prior Year Minimum Tax

Release 8a (R8a) – January 27, 2012

R8a fixes the error Schedule C-EZ: Line 1-Gross Receipts Lines 1,2 or 3 must be Greater that zero for Electronic Filing in both TurboTax for Windows and TurboTax for Mac.

In addition, the R8a release in TurboTax for Windows includes all items in the Mac-only R8 release listed below, plus these fixes:

  • When printing the State tax return, TurboTax for Windows also printed the Federal return when it wasn't supposed to.
  • TurboTax for Windows' W-2 import screen froze when attempting to enter credentials.
  • Random crashes when opening TurboTax for Windows.

Release 8 (R8) – January 25, 2012 – TurboTax for Mac

R8 fixes these issues:

  • Missing "In-Law" as a choice on Dependent screen. More info
  • Farm Summary screen will not let you proceed. More info
  • fonlin;startdte has an invalid date when e-filing. More info

In addition, R8 includes final versions of these forms:

  • Form 3468, Investment Credit
  • Form 8814, Parents' Election to Report Child's Interest and Dividends
  • Form 8936, Qualified Plug-in Electric Drive Motor Vehicle Credit

Release 7 (R7) – January 18, 2012

Final versions of these forms and schedules were released:

  • Home Sale Worksheet
  • Form 4797, Sales of Business Property
  • Form 8885, Health Coverage Tax Credit

Release 6 (R6) – January 11, 2012

Final versions of these forms and schedules were released:

  • Form 1116, Foreign Tax Credit
  • Form 4137, Tax on Unreported Tip Income
  • Form 8396, Mortgage Interest Credit
  • Form 8606, Nondeductible IRAs
  • Form 8834, Qualified Electric Vehicle Credit
  • Form 8839, Qualified Adoption Expenses
  • Form 8853, Long-Term Care Insurance Contracts
  • Form 8863, Education Credits
  • Form 8917, Tuition and Fees DeductionForm 8938, Statement of Specified Foreign Financial Assets
  • Form 8938, Statement of Specified Foreign Financial Assets
  • Form 8941, Credit for Small Employer Health Insurance Premiums
  • Form 1040-ES, Individual Estimated Tax Voucher

In addition, R6 fixes these issues:

  • Missing Edit boxes when attaching statement to investment. More info
  • Incorrect Calculation of the 2011 Roth IRA Contribution Limit. More info
  • Incorrect line reference for prior year Form 6251. More info
  • Unable to enter additional amount for 2008 First-Time Homebuyer Credit Repayment. More info
  • Unable to Delete Form 8888 When Deducting Fees from Refund. More info
  • 1099-G Unemployment: Box 4 appears to be entered in error. More info
  • Unable to enter a single donated item valued over $500. More info
  • Seventh and Subsequent Dependents Duplicate When Printing. More info

Release 5 (R5) – January 4, 2012

Final versions of these forms and schedules were released:

  • Form 2210, Underpayment of Estimated Tax
  • Form 2439, Notice to Shareholder of Undistributed Long-Term Capital Gains
  • Form 2555, Foreign Earned Income
  • Form 4136, Credit for Federal Tax Paid on Fuels
  • Form 4684, Casualties and Thefts Personal/Business Use Property
  • Form 5405, First-Time Homebuyer Credit and Recapture
  • Form 6251, Alternative Minimum Tax
  • Form 8582, Passive Activity Loss Limitations
  • Form 8586, Low-Income Housing Credit
  • Form 8615, Tax for Certain Children who have Investment Income
  • Form 8859, District of Columbia First-Time Homebuyer Credit
  • Form 8911, Alternative Fuel Vehicle Refueling Property Credit
  • Form 8949, Sales and Other Dispositions of Capital Assets
  • Form 9465, Installment Agreement Request
  • Schedule D, Capital Gains and Losses
  • Schedule F, Profit or Loss from Farming
  • Schedule H, Household Employment Taxes
  • Schedule J, Income Averaging for Farmers and Fishermen
  • Form W-4, Employee's Withholding Allowance Certificate

In addition, R5 enables e-filing for many currently-available federal forms and fixes these issues:

  • Unemployment 1099-G info not editable. More info
  • Home & Business incorrectly indicates "No Home Office" More info
  • Missing Distribution plan "Options" for Arizona Pensioners. More info
  • "TurboTax 2011 Installer Has Encountered a Problem and Needs to Close" More info
  • Education Credit - "Eligible School" link giving incorrect information. More info
  • TurboTax 2011 gives a PRD.INI or PERWIN.INI error upon launch. More info
  • 1041 1099-Div and 1099-Int Supporting Details not working. More info

Release 4 (R4) – December 14, 2011

Final versions of these forms and schedules were released:

  • Form 4562, Depreciation and Amortization
  • Form 4835, Farm Rental Income and Expenses
  • Form 4952, Investment Interest Expense Deduction
  • Form 5329, Add'l Taxes on Qualified Plans
  • Form 5695, Residential Energy Credits
  • Form 8829, Expenses for Business Use of Your Home
  • Form 8889, Health Savings Accounts (HSAs)
  • Form 8930, Midwestern Disaster Area Distributions
  • Schedule A, Itemized Deductions
  • Schedule E, Supplemental Income and Loss, page 2
  • Schedule R, Credit for the Elderly or the Disabled

In addition, R4 fixes these issues:

  • "Tax Form Under Construction" in Home Energy Credit interview. More info
  • 2011 Social Security Benefits Worksheet omits deferred Roth IRA conversions. More info 
  • Communications Expense help link brings up wrong info. More info
  • Missing instruction for Indiana Advanced Earned Income Credit. More info
  • Social Security numbers beginning with 749 are causing an error message. More info
  • Form 4684 - Business and Income Producing Property-Home Sale Exclusion error. More info
  • (Enhancement) TurboTax for Windows now transfers from 2010 TurboTax PDF files. More info

Release 3 is the December 1 launch of TurboTax Online for tax year 2011. No software update was released.

Release 2a (R2a) – November 30, 2011

R2a is a bug fix that corrected a Forms Mode crash issue in TurboTax for Windows only. TurboTax for Mac was not affected by this issue. More info

Release 2 (R2) – November 22, 2011

Final versions of these forms and schedules were released:

  • Form 1040, U.S. Individual Income Tax Return
  • Form 1040A, U.S. Individual Income Tax Return
  • Form 1040EZ, Income Tax Return: Single and Joint Filers with No Dependents
  • Form 1040-V, Payment Voucher
  • Form 1099-Q, Qualified Education Programs
  • Form 2106, Employee Business Expenses
  • Form 2106-EZ, Unreimbursed Employee Business Expenses
  • Form 3903, Moving Expenses
  • Form 4868, Application for Automatic Extension of Time to File
  • Form 4972, Tax on Lump Sum Distributions
  • Form 6198, At-Risk Limitations
  • Form 6251, Alternative Minimum Tax Form 1040A Worksheet
  • Form 6252, Installment Sale Income
  • Form 8453, U.S. Individual Income Tax Transmittal for an IRS E-File Return
  • Form 8812, Additional Child Tax Credit
  • Form 8815, Exclusion of Interest from Series EE and I U.S. Savings Bonds
  • Form 8824, Like-Kind Exchanges
  • Form 8880, Credit for Qualified Retirement Savings Contributions
  • Form 8888, Direct Deposit of Refund
  • Form 8903, Domestic Production Activities Deduction
  • Form 8919, Uncollected SS and Medicare Tax on Wages
  • Schedule B, Interest and Dividend Income
  • Schedule C, Profit or Loss from Business
  • Schedule C-EZ, Net Profit from Business
  • Schedule E, Supplemental Income and Loss, page 2
  • Schedule SE, Self-Employment Tax

Release 1 (R1) is the original "manufacturer's release" of TurboTax software which became available on November 10, 2011. It is not an update.

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