topic Oregon claims I owe $ after TurboTax calculated a refund, stating "OR income tax deducted on Sched A must be subtracted from itemized deductions" - your error! Not cool! in State tax filing

Oregon claims I owe $ after TurboTax calculated a refund, stating "OR income tax deducted on Sched A must be subtracted from itemized deductions" - your error! Not cool!

ecogrrl — Wed, 05 Jun 2019 18:59:19 GMT

You may be able to submit a claim under the TurboTax 100%...

FaithY — Wed, 05 Jun 2019 18:59:20 GMT

You may be able to submit a claim under the TurboTax 100% Accurate Calculation Guarantee.

Please see the instructions for filing a claim under the 100% Accurate Calculation Guarantee.

https://ttlc.intuit.com/replies/3302050

Re: Oregon claims I owe $ after TurboTax calculated a refund, stating "OR income tax deducted on Sched A must be subtracted from itemized deductions" - your error! Not cool!

TomD8 — Fri, 11 Oct 2019 15:51:17 GMT

TurboTax cannot guarantee against user error. Did you possibly make an incorrect entry on your return, or forget to enter some necessary information?

Re: Oregon claims I owe $ after TurboTax calculated a refund, stating "OR income tax deducted on Sched A must be subtracted from itemized deductions" - your error! Not cool!

Critter — Fri, 11 Oct 2019 19:55:49 GMT

352 helpful votes

What is the TurboTax 100% Accurate Calculation Guarantee?

In plain English, if you pay an IRS or state penalty or interest because of a TurboTax calculation error, we'll pay you the penalty and interest.

For complete details, see our Intuit Software End User License Agreement (look about 2/3 of the way down the page, under the heading TurboTax Accurate Calculation Guarantee).

You can read the fine print at the Intuit Software End User License Agreement for TurboTax Desktop Software or the End User License Agreement for TurboTax Online. Enter accurate calculation in the Find feature in your browser (usually listed under Edit) to go to it quickly.

Related Information:

Re: Oregon claims I owe $ after TurboTax calculated a refund, stating "OR income tax deducted on Sched A must be subtracted from itemized deductions" - your error! Not cool!

TomD8 — Fri, 11 Oct 2019 20:35:56 GMT

Regardless of fault, if your original return was incorrect, the easiest remedy is to submit an amended return. If your amended return is correct, Oregon will refund any excess payment you previously made.

Oregon gives you three years from the date the return is originally filed or from the due date of the return, whichever is later, to file an amended return. If you're filing an amended return claiming a refund, you have two years from the date of any tax being paid, if that is later than the three-year statute.

Re: Oregon claims I owe $ after TurboTax calculated a refund, stating "OR income tax deducted on Sched A must be subtracted from itemized deductions" - your error! Not cool!

SteamTrain — Sat, 12 Oct 2019 19:02:29 GMT

Intuit only pays Penalties and Interest assessed by Oregon for TTX's software error....period.

You probably experienced this Oregon software error, so you should be able to get the penalties and interest refunded if Oregon assessed any:

https://ttlc.intuit.com/community/amending/help/oregon-schedule-or-a-amend-instructions/01/27588

Re: Oregon claims I owe $ after TurboTax calculated a refund, stating "OR income tax deducted on Sched A must be subtracted from itemized deductions" - your error! Not cool!

faerietalesstudio — Tue, 05 Nov 2019 19:05:09 GMT

I just got off the phone with the IRS and this problem is NOT user error. They flat out said that this is a TurboTax issue that happened to anyone who filed their taxes early in Oregon (I did mine in Jan). It's an error on TurboTaxe's part that has to do with a schedule A with itemized deductions. The IRS now wants over $700 back from me, 11 months later. I will NEVER use this software again.

Re: Oregon claims I owe $ after TurboTax calculated a refund, stating "OR income tax deducted on Sched A must be subtracted from itemized deductions" - your error! Not cool!

Critter — Wed, 06 Nov 2019 01:28:03 GMT

Yes ... see the post above yours ... there was an issue early in the tax year(a good reason to NOT file early until all the bugs are worked out) ... TT acknowledges it AND sent emails to all those that could have been affected with the instructions on how to fix it BEFORE the end of season to avoid penalties and interest from the state.

If you failed to make the correction timely then you were at fault however you should get the penalties & interest waived by citing the issue the program had but the taxes are yours to pay ... you would have owed them anyway even if the return was done correctly in the first place.

Re: Oregon claims I owe $ after TurboTax calculated a refund, stating "OR income tax deducted on Sched A must be subtracted from itemized deductions" - your error! Not cool!

Critter — Thu, 07 Nov 2019 20:36:19 GMT

And the IRS is federal ... you must have been talking to the state ...

2018 Oregon Schedule OR-A Amend Instructions

If you used TurboTax to file your 2018 Oregon state tax return prior to February 1, 2019, you may have overstated the Oregon Itemized Deductions, leading to an underpayment of tax. We fixed the issue in TurboTax and we want to make sure you have the information to determine if your return is complete and accurate.

We suggest you amend the Oregon state income tax return and pay the additional tax due on or before April 15, 2019 to avoid penalties and interest on the underpayment of tax.

What you need to do

You can amend your return yourself:

After the changes are made to your tax return, mail the amended return to:

Oregon Department of Revenue

P.O. Box 14720

Salem, OR 97309-0463

We're here to help if you have questions or need assistance. You can call us at 1-866-278-9691 (Monday through Sunday, 5 a.m. to 5 p.m. Pacific Time) to reach a Tax Expert who is prepared to assist you with this issue. Tell the Expert you’re calling about: 2018 Oregon Schedule OR-A.

Remember to keep a copy of your amended state return in your tax files.

Again, we apologize. If you have additional questions, please contact us at 1-866-278-9691 (Monday through Sunday, 5 a.m. to 9 p.m. Pacific Time).

Re: Oregon claims I owe $ after TurboTax calculated a refund, stating "OR income tax deducted on Sched A must be subtracted from itemized deductions" - your error! Not cool!

faerietalesstudio — Wed, 06 Nov 2019 03:57:57 GMT

If I received that e-mail I cannot find it nor do I remember it. At the end of the day this was a TT glitch and I would have received a much smaller amt back without owing anything. Due to their software error I was given what I thought was a legitimate refund. That was 11 months ago and that money has been spent. It’s simply a poor product. One shouldn’t be penalized for doing taxes in a timely manner only to find out that because you did, you are a product of undiscovered glitches that a well trusted company (that I’ve used for years) figured out too late. It’s a mess.
on a better note- the CPA from the TT help page that assisted me through the amendment was knowledgeable and great. She made this problem a little better.

Re: Oregon claims I owe $ after TurboTax calculated a refund, stating "OR income tax deducted on Sched A must be subtracted from itemized deductions" - your error! Not cool!

Hadlm — Sat, 09 Nov 2019 00:46:50 GMT

Has anyone had any luck getting this straightened out?

Department of revenue says the amount I owe isn't even eligible for a payment plan, $666 plus interest.

Re: Oregon claims I owe $ after TurboTax calculated a refund, stating "OR income tax deducted on Sched A must be subtracted from itemized deductions" - your error! Not cool!

faerietalesstudio — Sat, 09 Nov 2019 01:25:42 GMT

I was told to amend my taxes, which they (a virtual CPA from TT) walked me through. I now need to set up a payment plan to return the whopping overpayment of $750. TT said they will reimburse the $22 in interest and sent me to a page where I could upload and send the letter from the Dep. of Revenue stating what I owed. The state said interest would stop accruing when they received my amendment. It’s a huge pain.

Re: Oregon claims I owe $ after TurboTax calculated a refund, stating "OR income tax deducted on Sched A must be subtracted from itemized deductions" - your error! Not cool!

Critter — Sat, 09 Nov 2019 03:59:48 GMT

It may be a pain ( and it would have been easier if you took care of it earlier when alerted to the issue) but it is the way it needs to be handled.

Re: Oregon claims I owe $ after TurboTax calculated a refund, stating "OR income tax deducted on Sched A must be subtracted from itemized deductions" - your error! Not cool!

faerietalesstudio — Sat, 09 Nov 2019 09:52:15 GMT

Critter: I’m trying to let others know how I was walked through the process and trying to be helpful. Stop trying to defend this huge error the software has made. TT seriously let down their early filing clients. Period.

Re: Oregon claims I owe $ after TurboTax calculated a refund, stating "OR income tax deducted on Sched A must be subtracted from itemized deductions" - your error! Not cool!

Critter — Sat, 09 Nov 2019 13:09:55 GMT

If you take a look at the instructions on how to correct the error in my other post ... which is a direct quote from the TT FAQ that was emailed ... it clearly says to call for assistance. Whenever there is a programming error they always alert the users and always offer assistance to make the correction.

I am not defending errors so much as explaining that errors happen (especially early in the tax year) and that Intuit owns up to them and offers the correction plus assistance to fix them ... they even offer a separate phone number to get directly to the people who understand the issue well.

The income tax program has millions of moving parts that must work in concert seamlessly AND add that to a massive tax law change AND tax form changes (both federal and state) there are bound to be a few issues. This is a good reason to NOT file early in the year ... holding off until mid to late February when the bugs have been worked out is wise. If you used the downloaded program you would see how often updates are issued to correct problems ... they happen a lot in Jan & Feb ... I think there have been 49 updates so far this year.

2019 spoiler alert : The tax forms have changed again which will most likely cause a few issues again for the feds & state programs ... waiting a bit to file this year would be wise.

Re: Oregon claims I owe $ after TurboTax calculated a refund, stating "OR income tax deducted on Sched A must be subtracted from itemized deductions" - your error! Not cool!

SteamTrain — Sat, 09 Nov 2019 13:28:52 GMT

@Critter Note: the days and hours are now M-F, 5-5 Pacific Time, so no weekend access as you copy/pasted. (I had them correct those days/hours).

Opinion: A link to the FAQ might be better in such situations so that corrections to the original FAQ will be seen when accessed by others at any point in time. Of course, those days/times have been somewhat wrong for months now.

Re: Oregon claims I owe $ after TurboTax calculated a refund, stating "OR income tax deducted on Sched A must be subtracted from itemized deductions" - your error! Not cool!

Critter — Sat, 09 Nov 2019 13:37:59 GMT

@SteamTrain

Links have a tendency to lead to dead pages so I stopped relying on them ... note taken.

Re: Oregon claims I owe $ after TurboTax calculated a refund, stating "OR income tax deducted on Sched A must be subtracted from itemized deductions" - your error! Not cool!

SteamTrain — Sat, 09 Nov 2019 14:32:49 GMT

@Critter Yep...Catch-22

Re: Oregon claims I owe $ after TurboTax calculated a refund, stating "OR income tax deducted on Sched A must be subtracted from itemized deductions" - your error! Not cool!

NCperson — Mon, 11 Nov 2019 02:32:05 GMT

the lesson learned is do not file immediately in late January. Give it until end of February to permit any bugs to straighten themselves out in the software.

While I can see the frustration, the alternative is to use another software program, and they may have the same challenges with bugs early in the tax season, or let a human do it (either yourself or a tax preparer) which risks human error and / or higher costs.

I can understand everyone wants to file to get their refund quickly, but there are consequences of that action. '

TT is very up front that the guarantee only covers penalties and interest when their software performs incorrectly. It has been that way for over 25 years that I have used this product.

Re: Oregon claims I owe $ after TurboTax calculated a refund, stating "OR income tax deducted on Sched A must be subtracted from itemized deductions" - your error! Not cool!

faerietalesstudio — Mon, 11 Nov 2019 05:52:07 GMT

I’m going to take my chances on human error. Not mine, but I’ll find a real CPA if anyone had recommendations in Oregon.