If turbo tax makes a simple error on my return, shouldn’t they refund my fee?

Forum|Forum|1 year ago
March 18, 2025
2 replies
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My return was subject to tax on social security and turbo tax listed it as zero thereby understating my income by$35000 . How stupid. I will have to think hard about using TurboTax next year if I don’t get a refund of this years fee.

Best answer by jrockne1961

The reason it is TurboTax fault is easy to see. Look at line 6 on the return and the taxable as income is shown as zero, but the IRS says that my taxable income meets the minimum for 85 % of SxS to be taxable.

CatinaT1

Here is a link: How do I request a refund for my TurboTax product?

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taxlady28

File a claim under the 100% accuracy guarantee. If the investigation shows that TurboTax caused the error, then any late fees or penalties will be reimbursed.

How do I submit a claim under the TurboTax 100% Accurate Calculation Guarantee or 100% Accurate, Expert Approved Guarantee?

ThomasM125

It would be helpful to determine why the income was not listed as taxable. Can you clarify better the circumstances that led you to the conclusion that it was TurboTax's fault?

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