Finding a TurboTax (TT) Software expert seems to be a fools mission... looking for a software someone at TT willing to look at Tax Form various importing errors (aka TT import-from-many other financial instituations). My case is detecting non-existant errors in an IRS Form 1099-R from Fidelity Investments imported into my 2023 tax returns. TT "Experts" are not helpful, and in 2023 cased a problem where my state tax return withholding tax was zeroed out. Operating under the direction of this "TT Tax Expert", the Form 1099-R Box 14a value was cleared or zeroed out. After doing this, the running total refund $$ figure was NOT presented following the tax expert directed fiddling... so the deleted (aka "zeroed") value was not detected until AFTER the tax return was e-filed. I was told there was nothing they could do about the now missing tax witholding. Very disappointed about the level of competent support on this issue. I have offered to allow a certified 2nd/3rd level Intuit/TT software coder to use my 2023 tax return for troubleshooting their obvious importing issues and have not heard back from TT on this. I'm sick of attempting TT contact to resolve this issue. OBTW, following original TT return filing and receiving the incorrect state refund, I attempted an amended return using TT Online amend function, and the exact same erroneous problem was detected "that must be fixed." There seems to be no real way to bypass whatever the error is that TT Online software seems to wrongly believe is present in my return (I'll define the probelm simply as -- "corruption in importing IRS Tax Forms." My 4-decades using TT tax return software is likely over, not going thru this maddening and unacceptable process again next year.
Regards,
DJ... I'm out.
