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February 9, 2025
Question

Refund amount falls

  • February 9, 2025
  • 1 reply
  • 0 views

I've noticed an issue where my refund amount falls unexpectedly after I have entered all my data. I get to the page where it says, "congrats on your refund of xxxx amount", "why is my refund xxxx amount", and "here's what's changed".

 

After I review this info, I click on the continue button (and without any other data input from me), the refund amount then falls several hundred dollars. This next web page is "you've got a head start on state taxes".

 

I've cleared my tax return 3 times, started over, and still encounter this unexpected refund drop at this page in the software. I have no idea what is happening in the background, especially with no further data input from me. Anyone else seeing this? Thanks.

    1 reply

    February 9, 2025

    If you'd like, we can look at your return and see exactly what you see to  help come to a resolution. The return will be scrubbed and won't include any of your personal details.

     

    If you're using TurboTax Online:

    Once you're logged in to your account,

    - on the left hand panel, click on Tax Tools and then choose Tools

    - on the pop up window, select Share my file with Agent

    - you'll see a message saying you'll give us a copy of your tax return. Your personal information will be changed so we can't see any private information.

    - click okay and you'll get another message with a token

     

    Please reply to this message with your token so that we can further assist you. Let us know what state is included in your return.

    February 9, 2025

    Hi, Kesha:

     

    Token # is 1269126. I live in Florida.

    February 9, 2025

    Thank you for sending your token. I'm unable to recreate the issue on my end. Do you mind sharing what your refund amount was before it dropped? I'm wondering if the amount that I see if after the change.