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mgnewman
Level 2

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.

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.

7 Replies
Critter
Level 15

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.

 

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/

 

mgnewman
Level 2

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.

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".
Critter
Level 15

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.

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...>
mgnewman
Level 2

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.

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.
Critter
Level 15

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.

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>
mgnewman
Level 2

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.

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.
mgnewman
Level 2

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.

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.
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