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Turbo Tax changed our refund/amount owed after we filed.

I E-filed my taxes through Turbo Tax in early February.  Now I have a few issues:

At that time, we were getting a federal refund of just under $1900 and owed the state of Ohio around $400.  We’ve already received the refund and I set the state to charge my bank for an e-check payment on April 15th.

Today, I wanted to verify the amount we owe the state.

When I opened Turbo Tax to look at the return, I made the mistake of clicking “yes” when it asked me to update the program.  Turbo Tax made updates to both the overall program and the Ohio return.

Now, the return in the program shows that we are owed a Federal refund of over $3100  and only owe Ohio $47.

First, is likely that the tax rules changed that much since February or is the program glitched?

Second, what do I do about this and how would I do it through the Turbo Tax program?

I'm assuming it's just a matter of an amended return to the Feds to ask for an additional refund, but do I have to overpay the state and then file an amended return or can I fix it beforehand?

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6 Replies

Turbo Tax changed our refund/amount owed after we filed.

Did you report a 1099-G for unemployment on your original filings?

Turbo Tax changed our refund/amount owed after we filed.

yes

Turbo Tax changed our refund/amount owed after we filed.

I'm in the same situation.    How do we get this corrected?  IF they changed the amounts does that mean they now have the correct forms to be completed to make the return correct.  What is this going to cost to refile a corrected form.  

Turbo Tax changed our refund/amount owed after we filed.

Here's the most relevant answer from another post:

 

tax rules updated 

Turbo Tax changed our refund/amount owed after we filed.

You have been hacked, you do not owe anymore money it's a scam. The same thing happened to me, they wanted me to pay $3400 to them. They changed my 2020 form to show I made a lot more money than I did. I did print out my 2020 form when I finished in 2020 for proof. I Contacted Turbo Tax Intuit and they just said to contact the IRS.

Turbo Tax changed our refund/amount owed after we filed.

No one has been hacked.  The federal tax law changed after thousands of us had already been allowed to E-file through TurboTax (stupid to change the rules in the middle of the game IMHO).  They made the first $10,200 of Covid unemployment relief tax exempt; so, if you had received a refund you were underpaid and if you owed you were overcharged.  The IRS figured all the federal stuff and sent out additional refunds without you needing to do anything.  Each state handled it their own convoluted way.  You have to contact your state to work it out.  As far as I can tell, TurboTax has provided updates to reflect the changes but didn't implement a mechanism to deal with refiling with your state.

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