How do I get someone to fix my 2021 taxes? I filed federal and two states. One of the states said I filed incorrectly, which means the other returns are also incorrect.

[smoore221]

I live in NJ and work in NY. After entering my info, and having turbo tax automatically pull my data from my W2s, it showed I would owe a lot of money to NY and receive a similar amount of money back as a refund from NJ. I then paid the NY amount, and waited for the NJ refund. The NJ refund never came through and 9 months later they mail me saying I actually owe them money because I filed incorrectly. This likely means both my NY and Federal taxes were also filed incorrectly. How do I get someone from TurboTax to fix this?

[Anonymous_]

@Mike9241 

[rjs]

No one from TurboTax is going to fix your tax return. TurboTax is do-it-yourself tax software.

What exactly did New Jersey say was incorrect on your 2021 New Jersey resident tax return?

If you purchased Audit Defense for your 2021 tax return, call TaxAudit at 877-829-9695, or report the New Jersey letter on the TaxAudit.com web site.

If you did not purchase Audit Defense, you can get advice from TurboTax by calling 800-624-9066.

As an alternative, you could go to a local tax professional for help.

If you did not buy Audit Defense, we might be able to help you here if you tell us the details of what the letter says is incorrect on your tax return. But do not post any personal information or contact information. This is a public web site that anyone can view.

[fanfare]

"it showed I would owe a lot of money to NY and receive a similar amount of money back as a refund from NJ. I then paid the NY amount,"

Sounds like you did it correctly.

"This likely means both my NY and Federal taxes were also filed incorrectly."

That doesn't follow at all.

you have to post exactly what NJ says you did wrong.
then an action plan can be suggested.

[smoore221]

> No one from TurboTax is going to fix your tax return. TurboTax is do-it-yourself tax software.

The TurboTax website automatically pulled my info from those same W2s to calculate 80% of what I entered while filing through TurboTax.

> What exactly did New Jersey say was incorrect on your 2021 New Jersey resident tax return?

Still waiting on more info on what specifically was incorrect the first time I submitted. NJ Division of Taxation simply asked me to re-submit copies of my W2s and 1099s to their website. I did so, and they wrote back saying they determined my actual refund is pretty close to 0.

> If you did not purchase Audit Defense, you can get advice from TurboTax by calling [phone number removed].

The phone number is sending me in circles of automated messages and refusing to connect me to a human. Even when I have a support ID generated from the chat bot while logged in, they still can't find my account (the automated service that is), so I'm never able to get through to a human.

> As an alternative, you could go to a local tax professional for help.

That's what I will have to do (now and every year going forward really), but I was hoping some part of the "100% accurate guarantee" would at least entitle me to a quick review by a human for any glaring errors when it is clear something went wrong during filing.

[rjs]

What is the TurboTax 100% Accurate Calculation Guarantee?

[fanfare]

"receive a similar amount of money back as a refund from NJ."

the amount of NY tax is a credit on your NJ tax bill, but no more than your NJ tax.

If you had insufficient NJ withholding or estimated NJ tax, that would explain it.

[Opus 17]

Ok, first of all, there's no reason to think your federal taxes are wrong, unless there is additional information you didn't tell us.  You may have just erred in allocating your income between NY and NJ.

Then, as a general rule, you owe a full year resident income tax return to your home state (your permanent residence) that reports and pays tax on all your world-wide income.  That would be New Jersey.  You file a non-resident tax return with New York that reports your New York-source income (income earned while physically living in or working in NY, regardless of where your permanent residence is).  New Jersey should give you a credit for taxes you paid in New York on the same income.

However, you have to allocate your income between the two states, Turbotax won't assume.  For example, bank interest, investments, and so on, would only be reported on your NJ return, because it's not NY-source.  If all your work days are in NY, then all your wage income would be allocated to NY.

What 1099s do you have?  If that's for investments, that's NJ income only.  If it's for self-employment, then you allocate it to NY or NJ depending on how many days of the year you physically did that work in both places.  For example, if you have a W-2 job M-F in NY, and a side gig on the weekend that issues a 1099, then your W-2 job is sourced to NY, but the side gig is sourced to wherever you actually performed the work (and it might be split if you work in both states).

If you originally owed a large sum to NY and got a large refund from NJ, that sounds like you had NJ tax withholding from your job, but you allocated all your income to NY.  Was that a correct allocation?  Maybe NJ says the allocation was wrong, and you owed less tax to NY and more to NJ.  If that's the case, you would amend your NY return to claim a refund.  However, NJ might be incorrect in their assessment.  

The first thing you need is clarity on what NJ disputes.  Do they dispute the allocation, the out of state credit, or what?  You also need to review your return and see how you actually allocated your income.