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Dear ,

Because of an error in a TurboTax calculation, you have overpaid the income tax on your 2020 Federal tax return.

We fixed the issue in TurboTax, and we want to make sure your federal tax return is complete and accurate. We recommend that you check and, if necessary, amend your federal tax return to determine if any additional refund is due. There are no additional fees for checking your TurboTax return or for preparing an amendment.

We continuously strive to provide correct and accurate calculations in our TurboTax products. Sometimes that effort results in our finding errors after returns have been filed. We sincerely apologize for any inconvenience this may cause you. If you need our help, we’ve provided contact information at the bottom of this letter.

To correct your return, please follow the steps below.

What you can do:
  • Use TurboTax to check and, if necessary, amend your tax return. You can find detailed information here: 2020 Form 8615 Schedule D Worksheet
  • If changes are made to your tax return, follow the instructions provided by TurboTax to efile, if available, or print, sign and mail the amended return.
  • Save a copy of your amended return for your records.
We’re here to help if you have questions or need assistance. You can call us at [phone number removed] (Monday through Sunday 5 a.m. to 9 p.m. Pacific Time) to reach a tax expert who is prepared to assist you with this issue. Tell the expert you’re calling about: 2020 Form 8615 Schedule D Worksheet.

We recognize that learning you may have filed an incorrect tax return is not the best news. If you’re not satisfied with TurboTax as a result of this issue, we will refund your purchase price.

Respectfully,

The TurboTax Care Team