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Refund issues

I've used Turbo Tax for many years. This year has not been a good experience. 

1. It said I over paid my HSA by over $11,000. I double checked all of my entries and could not figure out why it says that.

2. I was supposed to get over $500 back in federal and what was deposited into my acct was a little over $300.

3. I still have not received my state taxes.

4. It's says I owe for the whole year of 2023 for city taxes and I did not start working in the city until September 2023.

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1 Reply
Expert Alumni

Refund issues

We would like to take closer look at your returns.  If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions: 


TurboTax Online:

Go to the black panel on the left side of your program and select Tax Tools. 

  1. Then select Tools below Tax Tools.
  2. A window will pop up which says Tools Center.  
  3. On this screen, select Share my file with Agent.
  4. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number.
  5. Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information.

TurboTax CD/Download:

If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps:

  1. Click on Online in the top left menu of TurboTax CD/Download for Windows
  2. Select 'Send Tax File to Agent'
  3. Write down or send an image of your token number and state then place in this issue.
  4. We can then review your exact scenario for a solution.
  5. Please also tell us any states included in the return. This is necessary for us to view the return.


We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.

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