turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Attend our Ask the Experts event about Tax Law Changes & Forms (2024) on Mar 19! >> RSVP NOW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

kpc2025
New Member

Did TurboTax turn off the running total of the estimated refund/amount owed? I don't see it. It was incredibly useful to see the impact of every incremental item added.

It was always visible at the top of the web app for years. A Reddit thread implies they removed it.
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
BillM223
Employee Tax Expert

Did TurboTax turn off the running total of the estimated refund/amount owed? I don't see it. It was incredibly useful to see the impact of every incremental item added.

It was "removed" because too many users were tracking it screen by screen, and not understanding what TurboTax had to do behind the screens. 

 

This caused a lot of unnecessary concern that TurboTax was not working properly as well as a huge number of questions to the Community.

 

A very common example was when users entered their W-2 with an HSA contribution (code W) in box 12, they did not understand why their refund decreased, if HSA contributions were not taxable.

 

It was because the code W amount is actually taxable on your return until the taxpayer shows that he/she has the proper HDHP coverage in the HSA interview, at which point the refund goes back up.

 

Because the Refund Meter was there, users were making all sorts of assumptions that weren't true. So it was not "removed" so much as hidden.

 

You can see it any time you want to by clicking on Review (or Federal Review), TurboTax will give you your summary to that point and your refund.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question