How can I talk with a live person?

[mdh53]

Turbotax made an error on my 2019 federal return.  I want to talk with a person, not file an amended return.

[DoninGA]

TurboTax support is closed until Monday.  You can ask your question or describe the problem in detail here.

See this TurboTax support FAQ on how to contact Support - https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-contact-turbotax/00/26991

[mdh53]

I just discovered an error on my 2019 federal return, form 1040SR.  TT entered 13850 in box 9 (standard deduction) when it should've been 12200.  This caused my taxable income to be incorrect, causing my tax calculation to be incorrect.   TT calculated my tax to be $7081 when it should've been 7462 which means I owe the IRS $381 more.  I would think Turbotax's guarantee will make good on this error.

Before I explain the error, please note that TT calculated the tax on my taxable income of 51092 to be 7081. Per the IRS tax table, the tax is calculated as follows:

If my income is 39475 to 84200, my tax is 4543 + 22% of the amount over 39475.

51092 - 39475 = 11617.

11617 x 22% = 2556.

4543 + 2556 = 7099.

It's only an $18 difference however TT's calculation was incorrect.

Correcting the box 9 standard deduction error from 13850 to 12200 increases my taxable income from 51092 to 52472. The tax per the 2019 IRS tax table should be calculated as follows:

52472 - 39475 = 13267

13267 x 22% = 2919

4543 + 2919 = 7462

7462 - 7099 = 363 additional tax owed the IRS (per its tax table).

I don't know if TT's tax calculation would come out the same.  Remember the $18 difference.

Please advise asap.  I'd really appreciate a phone call during the day at my work number--[phone number removed].  Thank you.

Michael H

[DoninGA]

@mdh53 If you were age 65 or older in 2019 and filing as Single your Standard Deduction was entered correctly at $13,850.

Standard deductions for 2019

• Single - $12,200 add $1,650 if age 65 or older
• Married Filing Separately - $12,200 add $1,300 if age 65 or older
• Married Filing Jointly - $24,400 add $1,300 for each spouse age 65 or older
• Head of Household - $18,350 add $1,650 if age 65 or older

[mesquitebean]

As for your question about TurboTax tax calculation differing from the IRS Tax Tables, be aware that there are several situations in which TurboTax does not use the tax tables for the complete calculation.   For instance, did you have any qualified dividends from investments?  Or did you have capital gains from stock/bond/mutual fund/other property sales or capital gains distributions?   If so, the tax calculation in those circumstances is performed on the Qualified Dividends and Capital Gain Tax Worksheet.    That's the most common cause for TurboTax calculating a tax amount less than the IRS Tax Tables.   Qualified dividends and capital gains are taxed at a lower tax rate than the tax tables alone, i.e., as low as 0%, 15%, or 20% depending on income.

There are also some less common situations that require alternate calculation.   But first check to see if you had any capital gains or qualified dividends that explain what you are experiencing.   If so, and if you have a full copy of the return that includes the worksheets, look at the Qualified Dividends and Capital Gain Tax Worksheet for the tax calculation.

[mesquitebean]

Also, your calculations you provided above show the strict calculation by percentages for ordinary income.   But be aware that the IRS Tax Tables do not follow the strict calculation you mentioned above.   The Tables don't go exactly by the last 22% portion of your calculation.   The IRS Tax Tables divide income into $50 increments.  So everything within that final $50 level has the same amount of tax.   For example, any taxable income amounts falling between $51,050 - $51,099 would all have a tax amount of $7,095 (for a single filer), according to the table, so this can vary a few dollars from the actual manual calculation using the 22% part.

Again, if the TurboTax tax calculation is less than the IRS Tax Tables, the most likely explanation would be the presence of qualified dividends or capital gains, if applicable, calculated on the Qualified Dividends and Capital Gains Tax worksheet.

[robmaryc15]

Can Turbo Tax teIl me if the  IRS is working on my taxes?  I did the tax return with Turbo Tax in March and sent it in US mail.  They received it in early May and I have heard nothing

Advise

Robert & Mary Cook

[phone number removed]

[phone number removed] cell

[VolvoGirl]

No.  The IRS does not update Turbo Tax.

You are not alone. Millions are still waiting. Turbo Tax only gives you an estimated date. The IRS usually pays most refunds within 21 days. But these are not normal times. This year is taking the IRS longer to send the refunds. There are millions more people filing returns to get the Stimulus payment.

See this news article on Refunds being delayed
https://www.msn.com/en-us/money/personalfinance/where-is-my-damn-irs-tax-refund-new-answers-emerge-a...

Only the IRS can tell you. If your return was Accepted then check IRS Where's my refund
https://www.irs.gov/refunds/

When will you get your refund?
https://ttlc.intuit.com/community/refund-status/help/when-will-i-get-my-irs-tax-refund/01/25589

IRS - Questions about Refunds
https://www.irs.gov/refunds/tax-season-refund-frequently-asked-questions