Turbo tax made an error on my return. I need to talk to a Turbo Tax agent.

[DoninGA]

---

@wino5200 wrote:

My 2018 tax return was re-assessed and I had to pay an extra $1050.00 with a $32.00?? penalty.  It had something to do with my Investment income from the Bank of Montreal.  You have access to my 2018 Canada Revenue account.  Please review.  How did this happen and who is responsible to pay the penalty?

---

Are you referring to a Canadian tax return for 2018?  If so, you are on the wrong website.  This is the TurboTax US forum.

Go to this TurboTax Canada website for support - https://turbotax.community.intuit.ca/community/turbotax-support/help/03/en-ca

[Robert Hayes]

I E-filed last night 4/2/2020... I ended up having to pay because I believe my income was miscalculated.. The additional income is from social security . I am 66 years old and eligible for full retirement. I understand I could not make more than $45,000.  from July to Dec 2019. As you  can see by my return I didn't come close. This income is therefore non taxable if I am not mistaken. Therefore, I do not believe I should have to pay. What do you think?

[VolvoGirl]

You are mixing up 2 different things.

There are 2 different things to know about social security. People get them mixed up all the time.

1. Your actual SS checks

If you are over full retirement age your actual ss checks won't be reduced. Otherwise they will actually reduce your payments if you make too much other income in the prior year.  See SS FAQ for working after retirement

https://www.ssa.gov/planners/retire/whileworking.html

2. Income Tax

For any age up to 85% of Social Security becomes taxable when ALL your other income plus 1/2 your social security reaches:

Married Filing Jointly: $32,000

Single or head of household: $25,000

Married Filing Separately: 0

[Rmailperson]

Hi 

My name is Malvern Brandow.  I got married to Gladys Brockitt and attempt to do a joint return. I help her file with Turbo Tax last year and noticed that her return on lines 4b and 5b are zero. Is that right. Does she need to amend her 2019 return.

Also on my 2019 return I keep getting letters from the IRS that I owe them $72. I have sent them several letters and my bank statement where they deducted tat amount. Can you help with this also. Once these matters are corrected, I can continue filing my joint return this return.

Thank you,

Malvern Brandow

[VolvoGirl]

Did she get any 1099R?  On 2019 1040 line 4b is the taxable amount of IRA withdrawals.  Did she take any IRA withdrawal or conversions or rollover?  It's possible to have zero taxable amount.  It might also say ROLLOVER by line line 4b.

Line 5a and 5b are for Social Security.  Did she get a SSA-1099?    

Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches:

Married Filing Jointly: $32,000

Single or head of household: $25,000

Married Filing Separately: 0

However you each filed in 2019 should not affect filing 2020.  Don't know about the bills from the IRS.  You have to ask them. Could it be interest for paying the tax due late?  If the IRS changed your return the letter should say what the changed.  There should be a LTR or CP # up at the top.  What is it?  Or is it from your state?  Maybe a state tax due didn't get paid.

Here's some general info on getting married.  Did you both use Turbo Tax last year?

You can not transfer from or combine 2 returns or accounts.  Just pick the return for the spouse that has the most complicated return to enter or has any depreciation or business or  more investments.  Or use the account for whoever you want to be listed first going forward (by the way you can not change the order of the names).  Then add the other spouse's name, ssn and info to it.

You should usually  file a Joint return which is only 1 return combined for the both of you.  Make sure to stick with this one account for the future.  Just ignore the other spouse's account.

Getting Married FAQ

https://ttlc.intuit.com/community/tax-filing-status/help/what-does-getting-married-mean-for-my-taxes...

And info on Getting Married…..

http://turbotax.intuit.com/tax-tools/tax-tips/Family/Getting-Married/INF12006.html

Is it better to file Joint or Separately?

https://ttlc.intuit.com/questions/1894449-is-it-better-for-a-married-couple-to-file-jointly-or-separ...

Compare Joint to Married Filing Separately

https://ttlc.intuit.com/questions/2895312-how-can-we-compare-married-filing-jointly-with-married-fil...

[Rmailperson]

Thank you for your help.

In 2018 my wife filed a 1099R and a SSA-1099. It was prepared by a tax service. on that return line 4a is blank and line 4b has an amount just over 16,000,  With her Social Security 5a is filled in and 5 b is filled in also with her taxable amount.

Now here is the problem, her last years Turbotax return , I filled in the 16,00 amount on 4a and the Social Security amount on 5a  and when I filed my return lines 4b and 5b amounts were both zero.

Somewhere a mistake was made. Before I file this year, I would like to make sure I do it right. Since it seems to concern last years Turbotax filing, what is the best way to get help with this?

.The other problem was that on my last years [removed], $72 was deducted from my account confirmed by Turbotax and four months of bank statements, The letter from the IRS say they were unable to process, but they did and the money was not returned to my account. I sent out my third letter and documentation to them last week.  I hope this time it works.

Thank you

[AmyC]

You should not be filling in the tax forms. You need to go through the program and  enter the tax documents. The program will then transfer the taxable amounts and calculate the taxable Social Security. When you enter the 1099-R forms, it is very important to enter box 1 and box 2 amounts. The gross and the taxable. That difference will show up. Follow these steps: 

Where do I enter my 1099-R?

Where do I enter an SSA-1099, SSA-1099-SM, or SSA-1099-R-OP1?

Next, you state that you had money deducted multiple times. When you file your taxes, you have a choice to pay now or wait and pay an additional fee to have your fees taken from your refund.

• If you paid when filing, it should be a one time fee.
• If you chose to pay fees out of refund and refund did not go to  Santa Barbara bank for processing, then TurboTax would have debited fees from your bank.

 You can fill this form out for someone to call you regarding excessive charges and to get a refund.

@Rmailperson

[needs49er]

My 2020 Federal tax return has an error and now I owe more instead of getting a refund.

[Irene2805]

If you are using TurboTax Online, you can click on the Live Tax Advice link at the top right of your screen.  [See screenshot below.]

You can also call TurboTax and speak with an agent.  TurboTax customer service/support does not have a single phone number but has many different phone numbers based on the type of platform used.  So that we can direct your call to the best person/department to help you:

1. Click on this link:  https://support.turbotax.intuit.com/contact/
2. Select your TurboTax platform.  
3. Ask your question / state your problem.  Do NOT use the word "refund' or you will get a phone number for tax refunds.
4. Click Submit.
5. On the next screen, choose the Call option and follow the instructions.  You will be given the approximate wait time.  

You'll get a toll-free number to a TurboTax expert who is specially-trained to handle your particular issue.

​​​​​​​

[millerdo1]

Turbotqx  in 2020 return listed 23160 as the Maine income tax withheld.  The actual amount is 7720

[BillM223]

If you believe that TurboTax made an accuracy error, please see this webpage.

[joelsolizsr]

Well for one i never have owed the feds and plus you didnt ask about our SSA1099 forms on our 2020 taxes

[KathrynG3]

TurboTax provides software for self-prepared tax returns. All government issued forms must be entered by the taxpayer. 

If the return has been filed, do not enter your Forms SSA-1099 until the Amend(change) my return has been started. 

To Amend(change) your 2020 TurboTax Online return, follow these steps:

• Open the return--you will be at Tax Home.
• Scroll down to Your tax returns & documents and Show.
• Select 2020, and Amend(change) return.

Only after the amend process has been started, then, navigate to the SSA-1099 section.

To enter SSA-1099 forms in TurboTax, follow these steps:

• Inside TurboTax with your return open, enter ssa1099 in the search box.
• Select the Jump to link in the search results.
• Enter your details.

Amending 2020 electronically is available until Tax Year 2021 software is released. Otherwise, paper filing is available.

The forms needed to amend will be ready very soon. Check here for the most recent updates: IRS forms availability table.

[cm915926]

I made an error on my return and can not locate it anywhere, i did not receive confirmation that is was e-filed  and I need to fix it before sending it to Canada Revenue Agency 

[DoninGA]

---

@cm915926 wrote:

I made an error on my return and can not locate it anywhere, i did not receive confirmation that is was e-filed  and I need to fix it before sending it to Canada Revenue Agency 

---

This is the TurboTax US user community website.
Go to this TurboTax Canada website for assistance with a Canadian tax return or the TurboTax Canada editions - https://turbotax.community.intuit.ca/community/turbotax-support/help/03/en-ca