Itemizing Deductions

[SharonLouise]

Hello JamesG1 and KathrynG3,

This morning I went through the suggestions you made and when I downloaded the federal tax return it still shows using the standard deduction even though during the process of preparing the tax return the program tells me it's taking itemized deductions.  I can try making a phone call again but on an earlier call that I made I was assured that itemized deductions were being taken when in fact the downloaded return showed that the standard deduction was taken.  I just don't want to go through that same scenario again.  Maybe we're at the point where the program just won't work in this situation and I'll need to try filing the return with a different program.  How do we go about getting a refund for the filing fee that has already been paid?  Thanks!

[DaveF1006]

To request a refund, please use this link to  Contact Us  for a phone number to to speak to a Product Support Specialist.

[SharonLouise]

So I called to request a refund and was messaged a link which needed an order# that I could not locate.  By the way did you know that the online version does NOT have an unconditional 60-day money back guarantee?  Anyway, I called the customer service number and reiterated all that was happening and was eventually transferred to Cory who wanted to go through the issue again.  After having already spent countless hours trying to fix the issue and letting him know that an investigation had been started, I was not extremely happy to go through everything again, but we did.  He was very patient and he genuinely seemed to understand the glitch and wanted to see me through until it was fixed which amounted to just over 3 hours on the phone.  With the help of Agent Support he was able to determine that the online version of TurboTax would NOT allow me to lock in itemized deductions in my situation, whereas switching to the CD/desktop version did have that option when state taxes were adversely affected.  He was able to save my data, switch me to the desktop version, and share my screen until all the steps were finished.  There is a screen on the desktop version which specifically addresses the issue and presents options.  How I wish that solution would have been discovered way back in the beginning!  Thank you Cory, you were indeed a blessing!!!