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dingesbk
New Member

2024 tax data not correct

While preparing my 2025 return, I noticed the 2024 AGI shown was not what was submitted to IRS last year. I also noticed that an underpayment penalty was calculated because the total tax for 2024 was not correct. I called and spoke with a tax expert who confirmed that I entered a 2024 1099-R correctly. During that call, I found a 2024 tax summary that shows incorrect total income, AGI, taxable income, other taxes, total tax and balance due. I've since spoken with two product specialists. One of them suggested TurboTax is aware of the issue. The second  specialist acted like the issue would be resolved in due course. My question is: How do I escalate this matter within TurboTax Support? 

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