Question
TurboTax glitch?
Two incidents that made me question the accuracy of TurboTax:
- I imported my tax form directly from Webull (about $30 in gains/interest for 2025), and my refund immediately dropped by $2,000.
- I imported my Charles Schwab tax forms, which included employer stock option exercise. The income appeared to be double-counted (both on my W-2 and as capital gains), so I manually adjusted the cost basis. Later, in the “Import Summary” section, TurboTax asked if Schwab included employer stock. After I answered “Yes,” my refund dropped another $500.
This didn’t make sense, so I deleted both the Webull and Schwab imports, re-entered Webull manually, and re-imported Schwab. My refund increased back by the full $2,500.
What’s going on here—bug, or am I missing something?
