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kpt1956
Returning Member

Because of a Turbo tax error, my refund was reduced; where can I file a complaint?

 
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7 Replies

Because of a Turbo tax error, my refund was reduced; where can I file a complaint?

What happened?  What was the error?  Did you receive a letter from the IRS?  What did the letter say?  TurboTax does not get any information from the IRS or state after you file your return so no one at TurboTax knows about your reduced refund or any notices sent to you by the IRS or state.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
kpt1956
Returning Member

Because of a Turbo tax error, my refund was reduced; where can I file a complaint?

I did receive a notice. Line 16 was calculated by Turbo tax as -0-. IRS had a different conclusion. I was able to look up the tax table on irs.gov and confirm that the amount the IRS put in the notice matched up with the tax table amount. The IRS notice gave no other indication of errors; there were no other changes; it was simply a different tax amount on line 16. Note, this return was filed electronically. Seems to be a pretty big error by Turbotax. Really has me wondering if I need a different software for 2020.

Because of a Turbo tax error, my refund was reduced; where can I file a complaint?

TurboTax does not receive any information from the IRS or your state after your return was filed, so no one at TurboTax knows about a letter you received from the IRS or the state.

 

(what the letters from the IRS mean)

I GOT A LETTER FROM THE IRS   

https://ttlc.intuit.com/questions/3605673-i-got-a-letter-or-notice-from-the-irs

 

 

I AM BEING AUDITED

If you purchased Audit Defense:

https://ttlc.intuit.com/questions/2924451-i-bought-max-or-audit-defense-and-now-i-m-being-audited

 

AUDIT SUPPORT

 

TurboTax has a special phone number for help with IRS/state tax letters, which will be easier than going through regular Customer Support.   At the page below, click on the blue button that says "Get Help from TurboTax Support".  Then it will ask you what tax year is your letter.  Then it will ask you what the letter concerns. Then it will show you the phone number during posted business hours.

https://support.turbotax.intuit.com/irs-notice/audit-support/

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Because of a Turbo tax error, my refund was reduced; where can I file a complaint?

 

Check to see what the value is on line 12b of your form 1040. 

 

IF that $$ amount is the same as what the IRS indicates is your tax....then, in order for TTX to have a zero on line 16, there would have to be a value on line 13b which zero'ed out your  tax for some type of  tax credit.  The IRS may be having a problem with  the line 13a or 13b value.

 

But that's a guess, since figuring the details out in this public forum are unlikely.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

Because of a Turbo tax error, my refund was reduced; where can I file a complaint?

TurboTax guarantees the accuracy of the calculations on the tax return.  It cannot and does not guarantee that the tax data entered by the user of the software is accurate.

 

See this TurboTax support FAQ for the Accuracy Guarantee - https://ttlc.intuit.com/community/charges-and-fees/help/what-is-the-turbotax-100-accurate-calculatio...

kpt1956
Returning Member

Because of a Turbo tax error, my refund was reduced; where can I file a complaint?

I guess I will go back through all of my entries to double-check. 12b was -0-. Sigh.

Because of a Turbo tax error, my refund was reduced; where can I file a complaint?

What year are you asking about?  They changed the line numbers the last 3 years.  What line are you using to look up in the tax table?  Did you have any dividends?  You may have entered them as qualified which might have made them be taxed as zero.  What kind of income do you have?

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