Qualified OT not transferring to Schedule 1

Forum|Forum|5 months ago
January 25, 2026
3 replies
22 views

Had a 2 hour call w/tech support on 1/23 re:OT not transferring to Schedule 1. Right now I have to override to get the final result, but that's not going to fly once 1/26 rolls around & it's time to press the "Send" button. Anyone else run into this issue yet???

L

lguizartax

Level 2

I followed all the instructions and for one customer (ITIN employee) I was not able to get a number in 14e. I was able to override and manually add the number, but I'm afraid when I efile it won't pass.

BobKamman

Level 15

To claim the new federal tax deduction on qualified overtime (effective 2025–2028), a valid Social Security Number (SSN) valid for employment is strictly required for the taxpayer and spouse

Jim-from-Ohio

Intuit Community Champion

I've done a few with OT.. working fine.. are you filling Part VII on the W-2 worksheet

Just-Lisa-Now-

Intuit Community Champion

@cindy85296 wrote:
Had a 2 hour call w/tech support on 1/23 re:OT not transferring to Schedule 1. Right now I have to override to get the final result, but that's not going to fly once 1/26 rolls around & it's time to press the "Send" button. Anyone else run into this issue yet???

Are you sure they qualify? Are you entering the amounts down on Page 2 of the W2 worksheet? Does it work in other client files?

If other clients work, then it sounds like they may not qualify.

If it doesnt work on ANY clients, you need to close Proseries and Run REPAIR UPDATES from the windows Programs menu.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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