Investors & landlords

I am pissed beyond words at Intuit and Turbo Tax at this moment.  I filed and 5 minutes later found that Turbo Tax calculated wrong.

You might scroll up maybe a month to where I stated that Turbo Tax fixed the problem with an update.  I verified that the Turbo Tax adjustment of $3112 matched the $3111.59 shown on my 2020 final pay statement Stock-ESPP disposition line item.  All good.

Well, I filed and found that all but three entries totaling $1435 adjustment reverted back to no adjustment.  Turbo tax over reported my income by ($3112-$1435).  The short term sale entries adjusted correctly.  The long term entries did not-but were when I checked it a month ago.  There have been a half dozen TT updates since then.

So now I need to amend a return-and there are many impacts-I am at the income level where almost, but not all COVID money is phased out-so capital gains, Covid credit (maybe), and state taxes all impacted.

I guess I will check the TT guarantee.  Not expecting much.