I couldn't do my 2024 taxes with TurboTax because I had a spreadsheet showing income and expenditures that wasn't grouped into IRS formal headings. Can I get money back.

[kosednar]

I hired a tax expert frim TurboTax and he told me to have my taxes done by a local tax preparer. I went to H&R Block and it cost me over $500. I would at least like the cost of my TurboTax product (home and business).

[VolvoGirl]

Having a spreadsheet was good.   Why couldn’t you manually enter the totals into Schedule C on Turbo Tax?   Since you have the Home & Business Desktop program you could have entered the income and expenses directly on the Schedule C form or gone through the interview steps.   

To get a refund How to contact Turbo Tax
https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-contact-turbotax/00/26991

Or Turbo Tax Refund request form

How do I request a refund for my TurboTax product?

[kosednar]

Thank you for your reply.  I could not enter my expenses on Schedule C because my expenses were not grouped in categories that TurboTax had on their forms.

I'm not a tax expert and found it impossible to take my expense categories and convert them to the categories offered me by TurboTax's program.

I paid $60 for an expert from TurboTax to complete my taxes and after explaining my problem to the expert he could not convert my spreadsheet to IRS categories either and told me to go to a local tax preparer to have my taxes done.

I went to H&R Block and they did my taxes and charged me over $500 to do my taxes.

Since I purchased my TurboTax program from Amazon, TurboTax would not refund my cost for their program.

If their tax expert couldn't do it I certainly couldn't do it myself.

[VolvoGirl]

How did you group or categorize your expenses on the spreadsheet or total them?    So for 2025 this year are you going to go back to Jan and make your columns match the categories on Schedule C?  

I use Quicken.   You can get Quicken 2013 for free.    I don't know what categories you would need but my husband is a Land Surveyor.  Here's how I set mine up (I also put the Schedule C line number in as part of the name).   You could even use these categories on your spreadsheet. 

Survey Income
Survey Expenses
……..11 Labor
……..18 Office Expense
……..20 Equip Rent
……..22 Supplies
……..24a Travel
……..27 Other - Printing
……..27 Other - Small Tools