Is it normal for California to change your Tax Return after submitting? I had to fax them my W2's and 1099's and they Revised the Balance. Refund of $307 to owe them $480

[blackcanary13]

After months of not receiving my refund I reached out the the CA Tax Board and they said they couldn't verify my withholdings. I Faxed them my W2's and 1099's and this week I got a notice of Tax Return Change - Revised Balance. Instead of getting a refund of $307, I owe them $480.28. How did Turbotax get it so worng?

[Mike9241]

most likely the California withholding entered didn't match the W-2's./1099's. if you imported w-2's/1099's it's your responsibility to see what's imported matches the numbers on the actual forms.  review the w/h on the actual forms vs what was entered.  perhaps the notice provides details on which one(s) were changed. since Turbotax receives no updates if a government agency changes a return, if you have questions you'll have to contact the FTB again. 

[SteamTrain]

Absolutely, you need to always check the exact entries for your withholding for any forms you entered to make sure they are exactly correct.  Sometimes people invert two numbers, or double-hit a key, and TTX only uses what you entered or imported (and occasionally, even some imports are mis-formatted at the issuer end), and can't know if you entered some numbers wrongly.

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One thing to note, is that if you received and entered any 1099-R forms, some suppliers issued 1099-R forms for 2020 with the boxes mis-numbered (using old 2019 formatting instead of proper IRS approved 2020 numbering). So it is critical that you make sure you put the withholding $$ in the proper 2020 boxes in the software forms, down in the state section of the software forms.

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