Kris and James,
Thank you for taking the time to try to clarify what has happened. While your explanation seems plausible, Turbo Tax offers me no way to do any of this. The process does not exist in their program. I can pay an extra $60 to get tax help for a problem with their software that they have not solved. I say this because there are no further directions for fixing my problem. It does not say, enter this amount and then amend your 2024 tax return. I believe that amending the figures I received from Social Security would be wrong. Again, no directions about what to do.
I know that other Tax programs HAVE addressed this successfully. They pull up information to amend the return on the spot. They have no ceiling for the amount Social Security pays in lump sum, because Social Security pays what is owed. If this is a question about the year the amount is filed being an advantage, they the process should take me to those choices. Instead, it is treated as an entry error.
I have used Turbo Tax since the very first year. I have had an issue here and there over the years. I could always find help. What I am finding now is a refusal to help with internal process problems with tax changes. I will take my paperwork to another tax preparer. I would rather pay someone who is honest about the cost than a company who has clearly encountered a problem with this issue (I know this because your process changed concerning this issue over the past few weeks.) and still hasn't worked it all out and expects me to pay $60 to inform you of how the process failed me, your customer. Too bad customer service has been kicked to the curb at this company.
