Schedule 1: Additional Income and Adjustments to Income

[csj09]

I used Intuit Turbotax for my 2023 Federal and State tax preparation. After reviewing the return, the tax expert insisted that I had to have Schedule 1: Additional Income and Adjustments to Income to report my Unemployment Income, and added it to the documents. What I didn't understand was that the total income was reported twice on Schedule 1, under #7 Unemployment Income, and again under #8z Other Income, List Type and amount. They entered the same amount as #7, and typed in RTAA Payments. This DOUBLED my unemployment income for the year and caused an overpayment of $2621. I didn't think it could be correct and called several times. The tax expert could not explain it to me, and when I wouldn't just accept it, she hung up on me. I had H & R Block review my 2023 taxes done by Turbotax (costing me ANOTHER $131-in addition to the $232.14 Turbotax charged me). I want a refund from Turbotax for what I paid them in April 2024.

[fanfare]

RTAA payments are reported to you on IRS Form 1099-G, Box 5, 

Your expert says you got that document. it is not unemployment.

@csj09 

[JohnB5677]

What documents did you get to report RTAA or Unemployment, or both.

• If you received and posted those documents, they would be included on the Schedule 1.
• Do you recall the agent that assisted you?

For billing issues you can contact the TurboTax Support Phone Number