So glad it "simply works" for you. It's not the case for my online version or the offline download customer service instructed me to use to "fix" it. Just so you know, (and others don't go through this), I reached out to customer service and got the run around. I was transferred back and forth to different departments, put on hold and then disconnected, and told to do things that ultimately didn't work or didn't apply to the situation. I spent a total of 3 hours over 2 days and 4 different reps to get nowhere. Even when they provided a link to file a claim under the "100% accuracy guarantee", there is absolutely no way to file my sort of claim when you've overpaid, especially if there is no IRS letter. It actually won't go any further without having an IRS letter and says it's not covered under the guarantee. Obviously I haven't received a letter because a) this was for last year's return and it can take years for this to happen, and b) we paid thousands of dollar more than we needed to so the IRS is HAPPY. I'm not waiting up to 3 years to hopefully get a letter from the IRS telling me they owe me for overpaying. I finally went to H&R Block to get my return amended because after days spent on Turbo Tax online and the downloadable program (which customer service told me to use because of the problem) both failed to catch the mistake. It was only when I went into the actual form and found the line item, that I saw TT's system checked the wrong box which was causing the error. Luckily I'm tax savvy enough to be able to get into the forms, but even after changing it, TT wouldn't keep the change. It's a total joke and TurboTax should be found negligent for what they've done to my family and their fake "100% accuracy guarantee".
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We actually qualified for tax exclusion for the sale of our home last year because we lived there for 2+ years. TurboTax said we did NOT though so we owed a TON of money last year. I didn't question it, because I've been a long time customer of TurboTax. Looking at it again, we got totally screwed and I need to amend it now. While trying to amend it, I get the same issue though! TurboTax says "NO EXCLUSION". Why is this? My husband and I both lived there for the same amount of time (from end of 2010-beginning of 2018) and did not use the property for anything but our primary residence the entire time. We did not continue to live there or use it after the sale either. What responsibility does TurboTax hold in a situation like this where there is a clearly an error on the software? How do we fix this? BTW, I also paid the upgrade to have a CPA review it last year and they didn't catch it either!
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