sdrury62
New Member

State tax filing

This issue with the California mortgage interest calculation are still present as California taxes are not being calculated correctly. In fact they do not even add up right in the Federal 1098 Tax form for calculating federal taxes - really frustrating. Spent two hours with turbo tax "expert" in Florida yesterday to see why I had to pay California tax this year and I have been getting about 900 back the past three years - tried everything - she was very nice and helpful - she convinced me that the software was working correctly and I filed my taxes although both my federal and state taxes indicated I would be paying more although I only made slightly more in 2020 than 2019. Filed the forms. Federal tax form was accepted but California form was rejected. Email from turbo tax said there was a problem with the turbo tax software and I needed to log back in and they would "walk me through fixing it" - help instructions were useless - used help to ask for a person and said I had to call them and it was an 85 minute wait - got stuck in an endless loop where I was asked countless questions by robot - will try again tomorrow but have now spent more than 6 hours in total on this. Last year maybe an hour at most.

Can I ask for my money back? At least for the state filing? Is there better software out there? Maybe I should have just filed on the California FTB page? Will check out other options next year but this is really depressing that what seemed to be a useful set of software over the past few years is now so buggy you cannot trust it.