I have used Turbo for several years and have been happy with the product. This year I used it and was surprised I owed almost $4000 despite voluntarily withholding so much. I trusted Turbo, though, and e-filed. A few days later, I went to my pension website to increase my withholding, and had to get some info from my copy of the 1040. Whoa!!! My dividends and interest had both been doubled, increasing my income a lot. I decided to look at everything. The amount of my 2023 Social Security had been used…not the 2024 amount I entered. The total of my credits was about $1200 less than it should have been. I did a paper 1040SR with the corrections and filled out a paper 1040X…instead of owing $3600, I was due an $1800 refund. I paid $12 to mail the packet to IRS. I must now wait as long as 4 months for the refunds. I am so not a happy camper!!! The Turbo Premier program was $115. So much for ease of filing and maximum refund…gonna go it alone next year.
You should always review your tax returns before you electronically transmit them or sign & mail them off.
And TurboTax has an accuracy guarantee. If there was anything not calculated correctly, you should file a claim. How do I submit a claim under the TurboTax 100% Accurate Calculation Guarantee or 100% Accurate, Expert Approved Guarantee?