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New Member
posted May 17, 2021 5:48:30 PM

Turbotax refund

If the State Tax gets rejected do I get a my money back from Turbo Tax?

0 22 4680
22 Replies
Employee Tax Expert
May 17, 2021 9:25:12 PM

Possibly, under certain circumstances. Please see: Can I get the e-filing fee refunded if my state return got rejected?

New Member
May 25, 2021 12:58:22 PM

  1. intuit returns were 3,197
  2. IRS CALCULATIONS 1,810.16 

 

 

 

why the differemce?

Level 15
May 25, 2021 1:07:31 PM

@mtpond

Did you enter  ALL of the stimulus money that you had already received correctly in the recovery rebate credit section when you prepared your 2020 return?  The IRS cross checks and if you did not enter all of the money you received, they recalculate your refund.

 

 

MY REFUND WAS LESS THAN I EXPECTED

There can be a number of reasons why your refund was less than the amount you expected. First of all, look carefully at your actual tax returns.  There is sometimes confusion about the amount of refund to expect when users misinterpret the “summary” they saw in TurboTax. The amount of your refund is on your tax return.  Federal refund is on line 34 on Form 1040  State tax forms are all different so we cannot tell you what line to look at on your state form.  BUT it is important to actually LOOK at your tax return forms yourself and see the amounts of your tax refunds and/or tax due.  A lot of confusion would be avoided by doing that.

 

TurboTax does not receive feedback from the IRS regarding money that was offset from your refund.  If you owed back taxes, child support, student loan debt, etc. you will receive a letter of explanation from the IRS in several weeks.  The WMR site will contain a message regarding your offset.  It is also possible that the IRS caught a mistake you made and reduced your refund. 

 

A possible reason for the reduction could be that the recovery rebate credit was completed incorrectly and you may have entered the amount of stimulus already received wrong, which could have reduced the refund you thought you were seeing.

 

 

 It is also possible that your state reduced your refund for debts owed in your state—if the state reduced your state refund you will receive a letter from the state.

 

https://www.irs.gov/uac/tax-refund-offsets-pay-unpaid-debts

 IRS Treasury Offset Program Call Center at 1-800-304-3107

 

Be aware also that your Federal refund and state refund do NOT come together.  Federal and state tax returns are processed by two completely separate entities.  There is no rule as to which one will come first,

 

Did you choose to have TT fees deducted from your Federal refund?  (Remember that if you did that, you also agreed to an extra refund processing fee of $39.99)

How can I see my TurboTax  fees?   

https://ttlc.intuit.com/questions/2565973-how-do-i-review-my-fees-in-turbotax-online

 

 

 https://www.irs.gov/uac/tax-refund-offsets-pay-unpaid-debts

 

 

https://ttlc.intuit.com/community/refunds/help/what-is-a-refund-offset/00/26301

 

Reduced Refund      https://www.irs.gov/taxtopics/tc203

 

 

 NOTE: You can contact the IRS Treasury Offset Program Call Center at 1-800-304-3107 to ask if they have an offset for you on file. TurboTax would not have that information.

 

https://turbotax.intuit.com/tax-tips/tax-payments/who-can-garnish-an-income-tax-refund/L7cPPzDyc

New Member
May 27, 2021 8:41:39 PM

I received an email saying that my account will be debited 31.98 but I recall staying to take it out of my refundI also didn't receive my $600 in check because I owe the IRS so I thought they had kept it why didn't they take it out of the refund

 

 

New Member
May 31, 2021 6:12:03 AM

Went to the Federal tax site; still in process after 3month. Your service was to be free and it’s not.

Level 15
May 31, 2021 6:15:27 AM


@mis0462 wrote:

Went to the Federal tax site; still in process after 3month. Your service was to be free and it’s not.


The TurboTax Free online edition is for very simple tax returns that do not require any other form or schedule other than the Form 1040.  If your tax data requires entry on any other form or schedule then you must upgrade to the Deluxe edition or higher.

 

You could have used the TurboTax Free File Program - https://freefile.intuit.com/


If you are eligible you can use the IRS Free File Program delivered by TurboTax which is free to file both a federal and state tax return. The IRS Free File Program delivered by TurboTax edition is a full featured personal tax program and on a separate website from the TurboTax online editions.

To qualify for free 2020 federal and state tax returns with the IRS Free File Program delivered by TurboTax, you'll need to meet at least one of these requirements:

 

  • A maximum 2020 adjusted gross income (AGI) of $39,000; or
  • You qualify for the Earned Income Tax Credit (EITC); or
  • You served as active duty military (including Reservists and National Guard) with a maximum 2020 AGI of $72,000 (you'll also need a military-issued W-2).

Go to this IRS website for operational status - https://www.irs.gov/newsroom/irs-operations-during-covid-19-mission-critical-functions-continue

 

As of May 15, 2021, we had 300,000 individual tax returns received prior to 2021 in the processing pipeline. Including current year returns, as of May 15, 2021, we had 16.4 million unprocessed individual returns in the pipeline. Unprocessed returns include those requiring correction to the Recovery Rebate Credit amount or validation of 2019 income used to figure the Earned Income Tax Credit (EITC) and Additional Child Tax Credit (ACTC). This work does not require us to correspond with taxpayers but does require special handling by an IRS employee so, in these instances, it is taking the IRS more than 21 days to issue any related refund. If, as a result, a correction is made to any RRC, EITC or ACTC claimed on the return, the IRS will send taxpayers an explanation. Taxpayers are encouraged to continue to check Where’s My Refund? for their personalized refund status and can review Tax Season Refund Frequently Asked Questions.

 

If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds
If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/questions/1899433-how-do-i-track-my-state-refund

 

After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.
See this IRS website for federal tax refund FAQ's - https://www.irs.gov/refunds/tax-season-refund-frequently-asked-questions
If over 21 days since being Accepted by the IRS and the tax refund is still Processing you can call the IRS and speak with an IRS agent concerning your tax refund.
Call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday
When calling the IRS do NOT choose the first option re: "Refund", or it will send you to an automated phone line.
So after first choosing your language, then do NOT choose Option 1 (refund info). Choose option 2 for "personal income tax" instead.
Then press 1 for "form, tax history, or payment".
Then press 3 "for all other questions."
Then press 2 "for all other questions."
- When it asks you to enter your SSN or EIN to access your account information, don't enter anything.
- After it asks twice, you will get another menu.

Press 2 for personal or individual tax questions.
Then press 4 for all other inquiries
It should then transfer you to an agent.

New Member
Jun 2, 2021 4:44:34 AM

I can not get into my account and I want to know where is my fereal and state tax refund

Level 15
Jun 2, 2021 7:09:13 AM

@EricW0415 Those are two different issues, since TurboTax does not know or get any information about your refunds after you file your return.   You have to track your refunds with the IRS and state.

 

Sounds like you forgot how to access your account.

 

  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.

 

https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010

 

Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.

 

Account recovery

https://myturbotax.intuit.com/account-recovery/

https://ttlc.intuit.com/questions/1901535-forgot-your-turbotax-online-user-id-or-password

Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.

 

https://ttlc.intuit.com/questions/1901486-how-many-turbotax-accounts-do-i-have

https://ttlc.intuit.com/questions/1901535

https://ttlc.intuit.com/questions/1901659-find-your-tax-data-file-in-mac

https://ttlc.intuit.com/questions/1900721-find-your-tax-data-file-tax-file-in-windows

 

 

 

 

TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.   Many refunds are taking longer during the pandemic.  The IRS is backlogged —-they are still trying to process millions of 2019 returns; they received millions of e-filed on the day they opened for 2020 returns, and now they are burdened with sending out another round of stimulus checks.   

 

 

Some delays are resulting from incorrect amounts that folks entered for stimulus checks they received.   Many people have been confused by the recovery rebate credit and completed it incorrectly.  The IRS may delay your refund while they cross-check to see what you received.  Some refunds are delayed because of the tax law changes that went into effect recently.   If your return has unemployment or the premium tax credit on it, that may be delaying it.

 

 

First, check your e-file status to see if your return was accepted: 

https://turbotax.intuit.com/tax-tools/efile-status-lookup/

 

Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.

You need your filing status, your Social Security number and the exact amount  (line 34of your 2020 Form 1040) of your federal refund to track your Federal refund:   

https://www.irs.gov/refunds

To track your state refund:    

https://ttlc.intuit.com/questions/1899433-how-do-i-track-my-state-refund

 

https://ttlc.intuit.com/questions/1901548-why-do-some-refunds-take-longer-than-others

If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing.

https://www.irs.gov/refunds/tax-season-refund-frequently-asked-questions

https://ttlc.intuit.com/questions/2840013-does-accepted-mean-my-refund-is-approved

https://ttlc.intuit.com/questions/2724106-my-return-is-accepted-but-still-not-approved-is-there-a-problem-should-i-be-worried

 

 

New Member
Jun 4, 2021 4:22:58 AM

I need to ammend my tax return. 

Level 15
Jun 4, 2021 4:54:00 AM


@3088391 wrote:

I need to ammend my tax return. 


See this TurboTax support FAQ for amending a tax return originally completed and filed using TurboTax - https://ttlc.intuit.com/community/amending/help/how-to-amend-change-or-correct-a-return-you-already-filed/01/25588

Returning Member
Jun 7, 2021 11:04:45 PM

My refund was sent to the bank on 3/3/2021 but they sent it back to the IRS. And I still have not received it yet. They said to contact you. I really need lt. Theresa 

 

Can you please help me with this matter A.S.A.P.

 

 

 

 

 

 

 

 

 

 

Returning Member
Jun 7, 2021 11:10:53 PM

The I. R. S. said they sent my refund to the bank on 3/3/2021 and the bank sent it back. But I still have not received my federal refund yet. I would like to know what is going on with it. And when Will I Receive it now. I have been waiting for a long time now

New Member
Mar 2, 2022 12:37:09 PM

Order # TTDCRTA156315783 was not used to e-file my state return due to rejection. I paid $20 for e-filing and ended up mailing it in to IRS. Can I get the money reimbursed?

Intuit Alumni
Mar 2, 2022 2:59:10 PM

You can contact support to see if you can be refunded.

This FAQ will provide you with the steps to contact an agent.

@Trocious

New Member
Mar 23, 2022 3:04:26 PM

My refund was $2,752.57 less than I was supposed to get. I called Turbotax and they said to call IRS. I can't get a reply from either one. I thought Turbotax refund was guaranteed? I see a lot of people are getting shorted on their refunds. What is going on?  Will I get the rest of my money?

Level 15
Mar 23, 2022 3:09:11 PM

Turbo Tax is a self prepared return. They only guarantee the calculations are right based on your entries. They won't know if you entered something wrong or twice or in the wrong place or left something out. It doesn't check against any outside sources. The IRS has copies of all the W2s and 1099s your employer and banks/brokers, etc. sent in to match against. Turbo Tax only checks the calculations of what you entered. It is your responsibility to check it over before you file.

 

What is the 100% Accurate Calculation Guarantee
https://ttlc.intuit.com/community/charges-and-fees/help/what-is-the-turbotax-100-accurate-calculation-guarantee/00/26355

 

The difference sounds like the 3rd Stimulus payment.  Did you get the 1400 or 2800 Stimulus check?  

Check 1040 line 30.  A common reason this year is if you tried to claim the Recovery Rebate Credit (for the 3rd Stimulus 1,400 per person) when the IRS already sent it to you. Line 30 is only if you didn't get the full amount or qualify for more. Not the amount you already got.

 

New Member
Mar 21, 2023 8:26:21 AM

Didn't receive all my money my refund from 2022 taxes return 

Level 15
Mar 21, 2023 8:30:02 AM


@Nessa281 wrote:

Didn't receive all my money my refund from 2022 taxes return 


Is the amount sent/issued by the IRS the same as the refund amount shown on your federal tax return Form 1040 Line 35a? - https://www.irs.gov/refunds


If not, then go to this IRS website for information on reduced refunds - https://www.irs.gov/taxtopics/tc203

 

Did you request to have your TurboTax account fees paid from the federal tax refund?

New Member
Apr 13, 2023 5:41:37 AM

Good afternoon. I unfortunately perched the wrong item. Is there any way I get the money refunded back?

Intuit Alumni
Apr 13, 2023 9:40:28 AM

Please feel free to contact Customer Support so they can assist you. You will want to use the keywords billing issues when you call so you get to the right person.

@Xcm16 
 

Returning Member
Mar 2, 2025 9:51:28 AM

Holly was very helpful yesterday.  he tried everything to help with my problem  Since my turbo tax did not work, she said turbo tax would give a refund. She emailed me a link and she also said I could go to Turbo tax on line for free.  The problem is the refund screen does not work it won't allow me to input the license number .

Expert Alumni
Mar 2, 2025 10:12:32 AM

If you're referring to entering your Driver's License Number when Efiling, that is not required for your Federal return and most states.

 

Try to Continue without entering it.   If you're referring to something else, let us know and we'll try to help.

 

@enda25