Hi there,
After reviewing a year-over-year comparison, I discovered discrepancies in my 2024 return. My current TurboTax expert has acknowledged that my prior-year return — prepared and filed through TurboTax Live Full Service — was completed incorrectly.
The preparer last year severely misreported my capital gains and overreported my income, which resulted in me paying a significantly higher tax amount last year than I should have. I’ve been told this now needs to be escalated internally.
However, I’ve had difficulty reaching the appropriate department. When I call customer service, I’m transferred multiple times or told I’ve reached the wrong line. Without repeatedly calling and being rerouted, what is the proper way to formally escalate a Live Expert Full Service filing error? Is there a specific resolution team or written escalation channel I should use?
I’d appreciate any guidance from moderators or others who have dealt with a similar situation. Thanks!
