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Turbotax made a mistake in my 2022 and 2023 taxes... now what?

I just found that Turbotax made a mistake in my 2022 taxes that also carried over into my 2023 taxes. I've already filed both. How can Turbotax help me now? Will I get reimbursed for the hassle I'm going through and any fees associated? How should I contact them to get that payment?

 

The mistake is glaring. On Form 8801 line 19 it says to copy line 26 from the previous year's 8801. On my 2022 Form 8801 line 19 Turbotax put in $38k... it should have copied line 26 from my 2021 Form 8801 which was $41k. This $3k difference is a carryforward credit that I would have lost as a result if I hadn't caught it now!!!

 

(Honestly after this mistake I don't think I'll use Turbotax again when facing any situations related to exercising stock options. I've run into too many issues with Turbotax before related to the AMT that triggered and this is the last straw.)

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1 Reply
AnnetteB6
Expert Alumni

Turbotax made a mistake in my 2022 and 2023 taxes... now what?

You can contact TurboTax support by phone to ask for a remedy to your situation.  Use the information in the article below to get the phone number to call:

 

How do I contact TurboTax?
 

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