Hello. I am hoping to resolve an issue I had last year with TurboTax before I get started this year. I do not intend to waste my time using TurboTax unless the issue has been resolved.
For tax year 2021, both of my teenage children successfully submitted their taxes using TT Free File. Both had a 1099-DIV and a 1099-INT, but the totals were under the $1500 threshold so a Schedule B was not generated.
For tax year 2022, the exact same situation occurred (two 1099s each, under $1500 total) but for some inexplicable reason, the TT software generated a 1099-B for each of them, which prevented them from using the Free File service. There were no other changes or additions that would have generated a Schedule B.
I tried to reach out to TT for assistance and/or an explanation, but was told I needed to pay $29 for the PLUS program to have a direct consultation. The only way I was able to get direct human interaction was via a Facebook Messenger chat, which went nowhere.
Does anyone know if this has been resolved? I know for sure that the error was with TT, because the software was mistakenly generating a Schedule B when it wasn't necessary.
