If TurboTax online produces an error on the tax forms, because you can't manually correct forms, can you get a refund and buy TT download instead?

I posted another question about what appears to be an error with TurboTax Online handling of IRA->401k rollovers:

https://ttlc.intuit.com/community/retirement/discussion/turbotax-warning-message-with-ira-401k-rollover/00/2438142

TT Online is saying my 1099-R is not correct, but it is. My concern is what happens if TurboTax does not correctly report the 1099-R as a rollover on the actual 1040 tax form? I can't see the 1040 form until after I pay for TT and there is no way to edit the 1040...so if I find myself in that situation, can I request a refund of TT online and buy the download version instead? Thanks

807

Alumni

Feb 3, 2022 5:33:10 AM

I am referring your original question in a private section of the forum so Intuit employees can address it. I personally cannot address this question as I do not work for Intuit. I recommend you wait until the underlying issue is fixed before filing.

Level 2

Feb 3, 2022 6:00:39 AM

Thank you so much! Agreed, I will wait to file with TT until this issue is resolved, or I will use some other product if it can't be resolved.

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If TurboTax online produces an error on the tax forms, because you can't manually correct forms, can you get a refund and buy TT download instead?