TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Community

Question

Running refund/owe Information for 2025?

Forum|Forum|1 year ago
January 24, 2025
7 replies
0 views

Hello,

Will Turbo-tax have the running total refund/owe Information for 2025 as I input income and deductions? It was in the top left corner. I ask because if it does not have it I will be switching to a new product. I do not want to wait until I have entered everything to see my refund/owe status. That feature was extremely helpful and I can't understand why you would remove it. I was very disappointed to see that it was removed when I completed my 2023 taxes last year.

Paul

xmasbaby0

Employee

MISSING REFUND MONITOR

Sorry—-the “running” refund monitor that used to change as you entered data is gone. You have to get all of your income, etc. entered into the software in order to see the results.

https://ttlc.intuit.com/turbotax-support/en-us/help-article/customer-complaints/dont-see-tracker-shows-refund-taxes-owed/L55VbCDh0_US_en_US?uid=luslzmrc

The other place for you to look for your federal refund or federal tax due is on your Form 1040

Federal refund will be on line 35a

Federal tax due (that needs to be paid by April 15) will be on line 37

PREVIEW 1040

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr

https://ttlc.intuit.com/questions/1901539-how-do-i-preview-my-turbotax-online-return-before-filing

Click on Tax Tools on the left side of the screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

apsanderson87

I've used TurboTax for over 20 years and often referred to the user experience as a great model other systems can follow for simplifying a complex process. One of the features users love is the Running refund/owe information. I'm guessing someone in your legal department may have taken over the User Experience. I have all of my data entered and still can't figure out how much I owe, what a horrible user experience!!

Sorry to say I'll be moving on after over 20 years of using first your PC version and then your online version.

taxlady28

While some of the long term customers understood how to use it, it was a source of confusion to many others. They saw a big refund, then got upset as the continued to enter data and that number went down. They did not understand and called for help. Now you do not see that tracker until you enter your income, expenses, and credits. Then you review and correct errors and the tracker appears again. Once it is there you can continue to model if you want.

tj2987

I'm ready to leave TurboTax because they took away this feature. Anyone recommend H&R Block or another provider?

Vibow4305

Yep. Jumped ship (TurboTax) after years and went back to HR Block just because of this. The running amount helps me identify if entries are entered correct. Especially when businesses provide documents that don't contain fields that align with the form. I can also see how a form entry effects the return regardless if positive or negative. Whoever made that decision within the business should be fired. I love Turbo Tax but this was a huge dealbreaker for this year.

lesterbar33

Does H&R Block have this feature? Is their software comparable to Turbo Tax? If so, I am moving over.

Turbo Tax was an idiot to change this feature. Some product guy did not do his homework!!! What was the point in removing it???

kristian614

Yeah this is ridiculous. Turbotax has been raising prices and nickel/diming everything for several years now. That was a very helpful benchmark for me, and on top of it the website stinks... I like the visual layout of actual Turbotax, but the Intuit page is awful. I am literally signed into Turbotax in a different tab doing my taxes, searched this topic up and opened the page, signed into Intuit as we speak, but then it wanted me to sign in to Turbotax again in a little window on the right and took me back to my tax page.

I've just gone over to HR Block and it is A) cheaper, and B) you can upload your return from last year from multiple other purveyors (including Turbotax) to start inputs. I love the ease of having my previous documents saved over here, but it's becoming tedious and less advantageous to use. Plus, there's not even any customer service links, you pretty much have to really dig or call into their phone number, which-- cmon, it's 2025. Get real Intuit.

5695630

Ditto what you say. I'll try HRs SW package. Bu-bye Turbotax

themorrisbunch

Yes. I just finished my taxes and the running total was there for the current tax year, 2024. There isn't any way for anyone to estimate the 2025 tax because the tax code is still under revision and probably will be right up until 4/15/25. We have not yet earned our 2025 income, nor have we made all our deductible expenses for 2025.

themorrisbunch

It was there just today as I did my taxes.

lesterbar33

The running total/ refund meter was one of the best features of your product. I will be looking for alternatives. Whoever made the decision to remove this feature should have reached out to your customers first! This change was a bad decision!!!!

JohnB5677

You can activate the Refund Meter by completing the Federal review.

On the main menu on the left side

Under Federal
Click the Review tab
You must make all of the corrections
The Federal and State refund meters will appear.

@lesterbar33

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

lesterbar33

I saw your response to my post. Basically, what you are saying is that I have to complete my full tax return to see what I owe or will be refunded. This defeats the purpose of the meter that used to be in the corner. The meter would go up or down every time I put in a new entry. If I go to Federal then Review, I have to answer all the questions and complete the errors or missing info before it gives me that information.

Whoever is on your product team does not know their customer! Why did you eliminate this feature? As you can tell by the feedback, your users loved it, and it was one of the main reasons we used your software. What was the purpose in getting rid of it??? I am so frustrated!

gwong43

This is an absolutely essential feature....I would say #1 feature. Who is the genius product manager that decided to remove it??? I am flying blind without this. Very, very upset and unhappy!!

This is my tax, let me decide how to use the tool...why do you dictate to me that I have complete the form first?