NYS Form DTF-960-E

[RTP813]

I filed my 2019 NYS joint income tax return (filed June 2020) using TurboTax Deluxe disc and recently received  a statement of proposed audit change from NYS Dept. of Taxation & Finance (Form DTF-960-E) requesting payment in the amount of $2,626.49, comprised of $2,202.00 of taxes & $424.49 of interest.  This adjustment was the result of the fact that TurboTax inexplicably included an additional $20,000.00 of pension exclusion on Line 29 of the State return (deduction should have been $12K+; amount on return was $32K+).  This resulted in a refund of $2,202.00 more than we should have received. 

I agree that we owe the state the $2,202.00 in taxes, however, we feel that TurboTax caused this adjustment by adding the additional $20,000.00 of pension deduction, resulting in the assessment of the $424.49 of interest.

We feel that the interest should be paid by TurboTax since it was the result of an error to our deductions on their part.

Thank you,

Marie & Richard Pafundi   

[Anonymous_ · Accepted solution]

You would have to submit a claim under the TurboTax Accuracy Guarantee.

See https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/submit-claim-turb...