topic I did not purchase audit defense. I do not need help with... in State tax filing

Feedback - TurboTax made a mistake on my Oregon Non-Resident tax return. On form OR-ASC-N/P TT tried to show my Federal pension as subtraction even though non-taxable.

mgnewman — Mon, 03 Jun 2019 17:25:30 GMT

Here's what the letter from Oregon Revenue says, in pertinent part:

"We adjusted or denied your federal pension subtraction (code 307). Your subtraction for federal pension income is limited to the taxable amount included in the Oregon column." (Full text attached.)

Since the taxable amount in the Oregon column was zero, the subtraction should have been zero. However, TT included the entire amount as a subtraction.

If you purchased Audit Defense for your tax return, call...

Critter — Mon, 03 Jun 2019 17:25:31 GMT

If you purchased Audit Defense for your tax return, call Tax Resources, Inc. at (877)-829-9695, or report your notice on their web site at http://intuit.taxaudit.com/. Do not contact the IRS. Let Tax Resources contact them for you.

This is the membership email you should have gotten: https://ttlc.intuit.com/questions/1901569-when-will-i-get-my-audit-defense-membership-kit

Also read the member agreement at this website -https://turbotax.intuit.com/corp/auditdefense.jsp

If you did not purchase Audit Defense:

TurboTax has a special phone number for help with IRS tax letters, which will be easier than going through regular Customer Support. At the page below, click on the blue button that says "Get Help from TurboTax Support". Then it will ask you what tax year is your letter. Then it will ask you what the letter concerns. Then it will show you the phone number during posted business hours.

https://support.turbotax.intuit.com/irs-notice/audit-support/

I did not purchase audit defense. I do not need help with...

mgnewman — Mon, 03 Jun 2019 17:25:32 GMT

I did not purchase audit defense. I do not need help with the letter. The letter from Oregon Revenue is correct. The tax return is wrong. I just want Turbo Tax to fix their software so that it won't make the same mistake next year. If I don't hear from TurboTax that they will fix this, then I won't pay them to do my Oregon tax return next year. That's why I headed my question with "Feedback".

Contact TurboTax support and speak directly with a TurboT...

Critter — Mon, 03 Jun 2019 17:25:33 GMT

Contact TurboTax support and speak directly with a TurboTax support agent concerning this situation since you are the ONLY post I have seen on this subject in the 8 years I have been on this forum ... this is a DIY interview based program that is reliant on the user entering in the correct information ... I think you missed a step somewhere.

See this TurboTax support FAQ for a contact link and hours of operation -<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number">https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number</a>

I've spent hours trying to amend my Oregon State tax retu...

mgnewman — Mon, 03 Jun 2019 17:25:35 GMT

I've spent hours trying to amend my Oregon State tax return to get it to handle my Federal pension properly. Nothing I do changes anything. And, there's not that much to the Turbo Tax Oregon State interview. The Federal info gathers almost all the info needed for the Oregon return.

You say, "I think you missed a step somewhere." Well, tell me where that is and I'll fix it.

I live in Thailand. I'm not going to call them. If they want my business they can contact me. Plus, now that I see how it all works it will be easy for me to do the Oregon return on my own next year.

Support can also be reached during business hours by mess...

Critter — Mon, 03 Jun 2019 17:25:36 GMT

Support can also be reached during business hours by messaging them on these pages <a rel="nofollow" target="_blank" href="https://www.facebook.com/turbotax/">https://www.facebook.com/turbotax/</a> and <a rel="nofollow" target="_blank" href="https://twitter.com/TeamTurboTax">https://twitter.com/TeamTurboTax</a>

I don't use FB and I've never figured out Twitter. I hope...

mgnewman — Mon, 03 Jun 2019 17:25:37 GMT

I don't use FB and I've never figured out Twitter. I hope I have sent them a Direct Message on Twitter. We'll see.

I finally heard from someone at Turbo Tax. The only optio...

mgnewman — Mon, 03 Jun 2019 17:25:38 GMT

I finally heard from someone at Turbo Tax. The only option they gave me was to call. According to the audit support site: "Wait Time: about 1 hour 15 minutes". I'm simply not going to wait on the phone for over an hour to help Turbo Tax fix a glitch in their software. Plus, calling from Thailand is both expensive and inconvenient given the time zone difference. I will not use Turbo Tax for my state return next year.

Re: Feedback - TurboTax made a mistake on my Oregon Non-Resident tax return. On form OR-ASC-N/P TT tried to show my Federal pension as subtraction even though non-taxable.

anthonyho — Sat, 29 Mar 2025 16:43:04 GMT

It's 2025 and this error still has not been fixed.

Re: Feedback - TurboTax made a mistake on my Oregon Non-Resident tax return. On form OR-ASC-N/P TT tried to show my Federal pension as subtraction even though non-taxable.

sharnfunnyfarm — Sun, 05 Apr 2026 23:13:19 GMT

I had the same issue. The question on the OR Form asking if I received federal pension income for federal service before 1991 keeps erroneously defaulting a check mark (not feeding from federal return as that question is not asked/relevant on federal return). Called TT, spent almost two hours on the phone with them and their answer was "just file it (incorrectly) and let OR Revenue fix it." Not cool TT! You've had years to fix this glitch!