Retirement tax questions


@J2Hanson wrote:

Yes The letter said it was due to Social Security. 

We changed the amount of taxable Social Security benefits on your tax return because there was an error in the computation of the taxable amount.


The official answer from Turbotax that we got was, "it was confirmed that it was not defaulting to "yes," but was user entry. However, it was determined to be a poor user experience which lead to confusion and the program will be improved for TY25."

 

You always owe your own correct tax.  If you ended up paying interest or penalties, the Turbotax guarantee is supposed to cover that, but they seem to have determined this is "user error."  At this point, you would have to call customer support to escalate the issue.  We are not official support and don't have access to your account information.