I've been using TurboTax for several years and never had a problem with it. This year (2023), I filed my return as usual, but then remembered I'd forgotten to include a 1099-R for a 401k rollover. No problem I thought. I'll just start an amendment and add the 1099-R. Furthermore, adding the form won't affect my tax refund or liability.
So, I press the button to start an amended return, and here's where things get weird. Instead of zeroing out the liability and refund, TurboTax immediately says that I'm due an additional $1k federal refund. This is strange, because the TurboTax documentation clearly says:
The refund calculator will start new at $0 and only reflect the changes in the refund or tax due
I then click on "Tax Tools" / "Tools" / "View Tax Summary", and notice that TurboTax is now using an itemized deduction, which is $3k more than the standard deduction it selected when I originally filed.
Let me be clear -- I did nothing other than click the button to start an amended return. The only explanation is that TurboTax did not use the correct deduction when I filed my taxes. Furthermore, if I hadn't started an amendment, I would have lost out on ~$2k in additional refund money (federal + state).
I'm posting here for a couple of reasons:
I am quite disappointed with my experience using TurboTax this year. I will most definitely be switching to a different software vendor next year.