I may have discovered - the hard way - why TurboTax removed the Monitor: because it was lying to people! I had an investment deduction concern (O&G) for 2023 that needed resolved because it would cost a lot to file an amended return later, so I entered all income, but not all deductions.
TurboTax Monitor indicated a ~$7k refund, so I filed an extension. (IRS doesn't care if you ever finish if they owe you money - they just keep it after 3 years.) Finally went back to finish up... added more deductions and the refund increased. Then hit Review. Turbotax now told me to copy a value that I'd already given it from one line to another in a K1. It had all the information, why couldn't it have done that?!?
Suddenly the Monitor switched from ~$7k refund to ~$25k owed!!! I was in shock. I removed the number from the new line - no change! Curious and desperate, I tried deleting that K1. Monitor changed to owing over $1k!! TurboTax 2023 Monitor was NOT accurate, and it really screwed me over! Now, because I trusted that Monitor value, I'm looking at a big bill and interest and penalties when I thought I was fine! HORRIBLE! :( :( :(
