Many people are claiming that SBTPG and/or TurboTax held their money and that is just not true.
First, if you used Pay with Refund (to pay your turbotax fees out of your refund), that is a service done by SBTPG and you had to choose that by checking two boxes. You will find the Refund Processing Agreement in your tax return. No one chose it for you - when you were presented with the cost of your TurboTax preparation, you had to choose to pay with credit card or your refund. If you chose to pay with your refund, you had two checkboxes you had to check off and could not have used that service otherwise. It is not chosen for you nor the default payment option. If you thought your taxes were being prepared on the free version, something in your return caused an upgrade and you would not have been able to file for free no matter how hard you tried because an upgrade would have been required in order for you to get to where you could efile or print and file.
Next, go to sbtpg.com -> Taxpayer -> TPG. Log in with your tax return info as requested. If you see an amount funded - THIS IS WHAT THE IRS SENT. No more - no less. If it is not what you expected, that is entirely on the IRS' side and you will need to get a transcript of your return to see what they adjusted.
I'm seeing many people say they're missing either multiples of 1400 (which is stimulus-related) or 1500 (which is most likely child tax credit related). Look on line 30 - if you got your stimulus last March 2021, there should not be an amount here and you answered that question incorrectly. There should only be an amount on line 30 if you did not receive all or some of your March 2021 stimulus. If you are still due an amount and the IRS deducts it, you need to contact them. Turbotax can't force them to give it to you.
If you look on line 28, that is your child tax credit. Did you get all you should have or not? This can affect if this amount is correct.
Did you forget any other documents that the IRS has? Unemployment? A W2? A 1099? If you left those off, the IRS will add them on. They know about them. They're going to include them.
Do you have an offset of some kind? IRS Offset Number: [phone number removed]
The TurboTax program is software. It only knows what you tell it and calculates what you owe or are getting as a refund based on your answers. Please make sure you are checking your actual transcript as well as what SBTPG got from the IRS. Back in the middle of February, I saw there was an error where people were missing $37-$40 of their refund and it was found there was an error and those amounts were the ones people got back. These hundred to thousands are NOT part of that. If you don't see that SBTPG got what you expected, your mission is with the IRS and why that happened.
