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patrick 3
New Member

reurn amount

I began my tax return using the On-Line software.  Before it was completed, the software told me I needed to upgrade to Deluxe version because I have a Schedule 3 deduction.  The online version at that time told me I would have a $5982 refund and a $200 NYS refund.  Thinking this would mean a larger refund, I purchased the Deluxe version on disc and loaded it onto my PC.

After reloading all the information, the software now tells me the Federal refund will be $2898 and the NYS refund is still $200.  I don't understand the discrepancy between the two versions.

This is the first year I tried the on-line version, I have purchased and used TurboTax for the last 10 years.  My confidence is shaken. What could cause this level of variation in the return amount?,

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1 Reply
LeonardS
Expert Alumni

reurn amount

If you needed to upgrade due to a Schedule 3, the online version would not have included the Schedule 3 information.  The CD/download version includes the Schedule 3 information that was not in the online version.  This is why there is a difference between the two versions.

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