Solved: My tax preparer for the last 2 years has used TurboTax to come my taxes and he has entered wrong information what do I do?
Sign Up

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Announcements
TurboTax has you covered during Covid. Get the latest second stimulus info here.
cancel
Showing results for 
Search instead for 
Did you mean: 
New Member

My tax preparer for the last 2 years has used TurboTax to come my taxes and he has entered wrong information what do I do?

 
1 Best answer

Accepted Solutions
Level 15

My tax preparer for the last 2 years has used TurboTax to come my taxes and he has entered wrong information what do I do?

1. Paid preparers can't use the personal version of turbotax.  It doesn't contain the necessary information for use by a paid preparer which violates the Turbotax license and IRS regulations.

2. Intuit does make 2 different professional programs that are allowed for use by paid professionals.  However, the tax data files don't transfer to the personal Turbotax program.  To prepare a 2017 return, just start using the program.  Any needed 2016 information can be entered from a copy of  your prior return when you are asked for it.

3. If the preparer did use Turbotax installed on their own computer, only they have copies of your tax return, they are not online with Turbotax.

4. If the preparer used turbotax online, you might be able to call customer service and have the user account transferred to your name and email address.  Proof of identity would be required.

5. If you can't get your prior information any other way, you can request a transcript from the IRS. https://www.irs.gov/Individuals/Get-Transcript

6. Any paid preparer has an obligation to provide you with copies of your tax returns.  You can file a complaint here https://www.irs.gov/tax-professionals/make-a-complaint-about-a-tax-return-preparer
*Answers are correct to the best of my ability at the time of posting but do not constitute legal or tax advice.*

View solution in original post

15 Replies
Level 15

My tax preparer for the last 2 years has used TurboTax to come my taxes and he has entered wrong information what do I do?

Who was the "tax preparer"?  Paid tax preparers cannot use TurboTax, unless they are using one of the professional versions such as LaCerte or Proseries.  Was this someone you paid, or just a friend or relative who did you a favor?
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
Level 15
Level 15

My tax preparer for the last 2 years has used TurboTax to come my taxes and he has entered wrong information what do I do?

If this was a paid preparer, and the errors were his fault, he should prepare amended returns for you at no charge. Then find a new preparer.
New Member

My tax preparer for the last 2 years has used TurboTax to come my taxes and he has entered wrong information what do I do?

I paid them. He has an office and promotes himself as a tax preparer. My reports have turbo tax on them but he has never given me a way to access anything he has done other than a pdf he has sent through email.
New Member

My tax preparer for the last 2 years has used TurboTax to come my taxes and he has entered wrong information what do I do?

Thank you, yes he was paid. Took it directly from my refund.
Level 15
Level 15

My tax preparer for the last 2 years has used TurboTax to come my taxes and he has entered wrong information what do I do?

He sounds shady. As xmasbaby0 said, paid preparers are not supposed to use TurboTax. And I don't understand how he could have deducted his fees from your refund using TurboTax. He almost certainly had to have done something that violates IRS regulations at a minimum, and is possibly outright illegal. I would definitely look for a new preparer. The following link on the IRS web site might help you find someone.

<a rel="nofollow" target="_blank" href="https://www.irs.gov/tax-professionals/choosing-a-tax-professional">https://www.irs.gov/tax-professio...>

It's still worth trying to get the old preparer to prepare amended returns at no charge, because if you have someone else prepare amended returns you will have to pay them to do it.
New Member

My tax preparer for the last 2 years has used TurboTax to come my taxes and he has entered wrong information what do I do?

Ok thanks so much!
Level 15

My tax preparer for the last 2 years has used TurboTax to come my taxes and he has entered wrong information what do I do?

It sounds like the tax preparer diverted the user's refund to his own bank account somehow.  Definitely shady.
There is a way to report a tax preparer to the IRS.<a rel="nofollow" target="_blank" href="https://www.irs.gov/pub/irs-pdf/f14157.pdf">https://www.irs.gov/pub/irs-pdf/f14157.pdf</a>
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
New Member

My tax preparer for the last 2 years has used TurboTax to come my taxes and he has entered wrong information what do I do?

Thanks again for your help. I will be on this first thing in the am
Level 15

My tax preparer for the last 2 years has used TurboTax to come my taxes and he has entered wrong information what do I do?

Good luck.
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
Level 15

My tax preparer for the last 2 years has used TurboTax to come my taxes and he has entered wrong information what do I do?

Not only "shady" but probably illegal.  A paid preparer cannot use TurboTax since TurboTax specifically puts "Self Prepared " on the line that paid preparers must sign and enter their PITN.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
Level 15

My tax preparer for the last 2 years has used TurboTax to come my taxes and he has entered wrong information what do I do?

1. Paid preparers can't use the personal version of turbotax.  It doesn't contain the necessary information for use by a paid preparer which violates the Turbotax license and IRS regulations.

2. Intuit does make 2 different professional programs that are allowed for use by paid professionals.  However, the tax data files don't transfer to the personal Turbotax program.  To prepare a 2017 return, just start using the program.  Any needed 2016 information can be entered from a copy of  your prior return when you are asked for it.

3. If the preparer did use Turbotax installed on their own computer, only they have copies of your tax return, they are not online with Turbotax.

4. If the preparer used turbotax online, you might be able to call customer service and have the user account transferred to your name and email address.  Proof of identity would be required.

5. If you can't get your prior information any other way, you can request a transcript from the IRS. https://www.irs.gov/Individuals/Get-Transcript

6. Any paid preparer has an obligation to provide you with copies of your tax returns.  You can file a complaint here https://www.irs.gov/tax-professionals/make-a-complaint-about-a-tax-return-preparer
*Answers are correct to the best of my ability at the time of posting but do not constitute legal or tax advice.*

View solution in original post

New Member

My tax preparer for the last 2 years has used TurboTax to come my taxes and he has entered wrong information what do I do?

Thank you so much! I am working on this today. I can’t seem to find the TurboTax number.
Level 15

My tax preparer for the last 2 years has used TurboTax to come my taxes and he has entered wrong information what do I do?

To call TurboTax customer support
<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number">https://ttlc.intuit.com...>
They are available Monday-Friday from 5 a.m. to 5 p.m. Pacific time.
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
Level 15

My tax preparer for the last 2 years has used TurboTax to come my taxes and he has entered wrong information what do I do?

I would also file a police report.  Which state are you in? Some states require tax preparers to be licensed
Dynamic Ads
v
Privacy Settings