AnnetteB6
Expert Alumni

Retirement tax questions

The terms of the guarantee will only pay penalties and interest when you submit a claim.  So since the due date for the 2024 taxes has not occurred yet, the IRS would not have assessed any penalties and interest, they would have only changed your refund or balance due.  I apologize for not making that distinction for 2024 since an accuracy claim would not be appropriate in this case.

 

You have a couple of things you can do.  One is try to reach TurboTax by phone using the information in the help article below:

 

What's the TurboTax phone number?

 

Customer service may be able to help you remedy the situation to your satisfaction.

 

Or, if you are willing to submit a diagnostic copy of your tax data file, then we can take a closer look at the tax return to be sure whether or not changes are required in the program.  The diagnostic file will not contain personally identifiable information, only numbers related to your tax forms.  

 

If you would like to provide us with the diagnostic file, follow the instructions below and post the token number along with which version of TurboTax you are using and what states you are filing in a follow-up thread.  

 

Use these steps if you are using TurboTax Online:

 

  • Sign in to your account and be sure you are in your tax return.
  • Select Tax Tools in the menu to the left.
  • Select Tools.
  • Select Share my file with agent.
  • A pop-up message will appear, select OK to send the sanitized diagnostic copy to us.
  • Post the token number here. 

 

If you are using a CD/downloaded version of TurboTax, use these steps:

 

  • Select Online at the top of the screen.
  • Select Send Tax File to Agent.
  • Click OK.
  • Post the token number here.
     

@Lars6 

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