holfebk
New Member

lack of documentation sent to state by TurboTax

I moved from IL to NC in 2019 and when I filed my returns TurboTax said the taxes I would not be paying enough taxes to NC through my pension and SS and would need to make quarterly payments.  Well that turned out to be incorrect and I ended up paying way to much to NC and ended up with a large refund coming.

 

I finished my taxes 11 weeks ago and because of the large amount expected back from NC I paid the money to file electronically to the state; this was the first time I ever did a electronic filing to a state.  I have been waiting ever since for my money and after 6 weeks (what is suppose to be the average wait time for electronic filing in NC) I started checking the status weekly but it constantly said it was in the 2nd phase; the review phase.

 

Well I got a letter today from them stating I needed to send them my entire Federal Tax return for review to be completed.  My question is, why didn't TurboTax send that information with the state return?  From what I can see if I had submitted my return via the mail I would have had to include my Federal return so why didn't TurboTax do that electronically?

 

It looks like I wasted $20 to file it electronically and will end up waiting longer had I just filed it via the mail (they say 8 weeks average for a refund when filing via the mail; at this stage I'll be lucky to get it in 16 weeks).  Not happy and frustrated with TurboTax.