FORMAL COMPLAINT on TURBOTAX SERVICE (FULL SERVICE LIVE)

[sc104]

The tax agent handling my case clearly failed to file a required form, despite my providing all the necessary information to do so. She claimed that the form wasn't needed and advised me to only file an FBAR online, which TurboTax does not handle. After my return was submitted and accepted, I later realized that Form 8938 should have been attached to my federal tax return. I paid for full service but did not receive it, I have to audit my self basically and I am requesting a refund. Additionally, I was informed that any amendments can't be made until I receive my refund, which is concerning since I’ll miss the April 15th deadline. To make matters worse, I was advised not to file the FBAR in the meantime, which could expose me to serious civil and criminal consequences. 

[SusanY1]

Since your FBAR and tax return are not tied to one another, I can't see any reason to delay filing your FBAR for 2024.    It is best to wait for a refund when amending in most cases, but in your case since 8938 doesn't change the tax owed or refund due, it should be okay to proceed with amending to include the forms now.

You could also choose to file an extension (which I realize seems odd given that you've already filed, but it would extend the due date on the Form 8938).  

In this forum, we cannot process a refund of TurboTax fees because we would need personal information from you that shouldn't be shared in a public forum. 

 Please reach out using the contact information here for Desktop customers to request a refund for your product from our customer service team.