Get your taxes done using TurboTax

I've had the same issue and have posted in this thread previously. I reached out to a tax consultant about my business scenario and the generation of form 8960, and he agreed that the form is incorrect for my business scenario: there is no logical reason it should be generated as part of my return.

 

I reached out to TurboTax customer support and spoke with Suzanne (who did not introduce herself until after I asked for her name). She was unable to help and seemed stuck on the need to see my screen, but TurboTax online was not providing the "access code" she needed to see my screen, although I logged out and logged back in several times.

 

Long story short: she advised waiting until 2/5 per the IRS projected update, and refiling at that time. I asked about a refund for TurboTax, and she said that yes, if the submission failed again on 2/5 that I could request a refund.

 

I found a link to request refund directly via https://accounts.intuit.com/app/account-manager/productsBilling?loc=en-US&rgn=US --> there is a "request or track a refund" link near the bottom of the page.

 

If TurboTax cannot successfully submit a filing by 2/6, I will continue to assume this is a TurboTax issue and will refile with another tax preparer.  

 

Despite having been a TurboTax customer for the last 15 years, this issue is so frustrating -- including the complete lack of insight and long wait times with customer service -- that I am likely to switch to whatever provider is able to successfully submit this return.