I was using the free on line version of Turbo Tax. The free version told me I needed to upgrade because of a Schedule 3 issue. I purchase the Turbo Tax deluxe on disc to accomodcate this requirement. I thought it would lead to a larger refund. The Deluxe version resulted in a lesser refund by $1,086.00. I am trying to figure out WHY the lesser amount instead of a greater amount. The FREE version has a different amount on Line 1040 4d than the Deluxe version. I have gone throught the Q and A three tim3es and do not understand why the different treatment of the ROLLOVER amount.
I am very frustrated!!! This is my 3rd attempt to get valid assistance from Intuit to solve this discrepancy!! Please respond with an insightful answer. or I may have to go to FaceBook to share my frustration and lack of "Help" from and advertised tax assistant.
