topic If TurboTax online produces an error on the tax forms, because you can't manually correct forms, can you get a refund and buy TT download instead? in Get your taxes done using TurboTax

If TurboTax online produces an error on the tax forms, because you can't manually correct forms, can you get a refund and buy TT download instead?

tiburblium — Thu, 03 Feb 2022 13:19:41 GMT

I posted another question about what appears to be an error with TurboTax Online handling of IRA->401k rollovers:

https://ttlc.intuit.com/community/retirement/discussion/turbotax-warning-message-with-ira-401k-rollover/00/2438142

TT Online is saying my 1099-R is not correct, but it is. My concern is what happens if TurboTax does not correctly report the 1099-R as a rollover on the actual 1040 tax form? I can't see the 1040 form until after I pay for TT and there is no way to edit the 1040...so if I find myself in that situation, can I request a refund of TT online and buy the download version instead? Thanks

Re: If TurboTax online produces an error on the tax forms, because you can't manually correct forms, can you get a refund and buy TT download instead?

RBBrittain — Thu, 03 Feb 2022 13:33:10 GMT

I am referring your original question in a private section of the forum so Intuit employees can address it. I personally cannot address this question as I do not work for Intuit. I recommend you wait until the underlying issue is fixed before filing.

Re: If TurboTax online produces an error on the tax forms, because you can't manually correct forms, can you get a refund and buy TT download instead?

tiburblium — Thu, 03 Feb 2022 14:00:39 GMT

Thank you so much! Agreed, I will wait to file with TT until this issue is resolved, or I will use some other product if it can't be resolved.