Tax refund/payment changed after clicking review

[tim10]

I completed entering all of my information for my taxes and TurboTax showed a small refund for both Federal and state. I then clicked to begin the review and immediately the refund changed into owing over $1,000 for federal and around $300 for state.

I am very concerned about this because TurboTax did not warn me that I needed to change anything or that it had changed anything. The numbers just changed. I think this could be a TurboTax bug. I looked for a way to open a support ticket with Intuit but was unable to locate how to do that.

Help is greatly appreciated!

Tim

[tim10]

Apologies for bumping this question but this has me completely stopped on getting my taxes finalized.

Thanks in advance for any and all help!

Tim

[BrittanyS · Accepted solution]

Have you reviewed all of your entries to see if any changes were made?  You can review your tax summary in TurboTax by following these steps:

From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.)

1. Select Tax Tools 
   
2. On the drop-down select Tools 
3. On the pop-up menu titled “Tools Center”, select View Tax Summary 
4. On the left sidebar, select Preview my 1040 

[tim10]

I finally had the time to go over the values on form 1040 compared with my individual tax reporting documents. It appears that everything is correct on form 1040. I am disappointed and frustrated that the numbers changed, but I believe that the current numbers are correct.

[GeneTucker]

Upon initializing the review of my 1040 forms the program recycles me to filling in W-2 forms when I already filled in my 1040 R forms.  This resulted in my tripling my income and also the taxes I was having to pay.

I saved that filing and called Tech Support. By the time Tech support called I had already started a new filing and going through everything again skipping the deductions section entirely.  I filed that after saving it again twice.

IRS accepted it and deducted the amount from my bank account that same day.

There is a problem with IRS updates to Turbo Tax and the deductions section. I should not have had to fill out W-2 forms in the review section since I do not get W-2 forms to file.

[Shep965]

The same thing happened to me and I had the same reaction you did. I keep looking for an entry that went missing but I can’t find anything so I guess I just owe the money and the calculation was wrong about the refund.