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February 20, 2025
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Tax refund/payment changed after clicking review

  • February 20, 2025
  • 1 reply
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I completed entering all of my information for my taxes and TurboTax showed a small refund for both Federal and state. I then clicked to begin the review and immediately the refund changed into owing over $1,000 for federal and around $300 for state.

 

I am very concerned about this because TurboTax did not warn me that I needed to change anything or that it had changed anything. The numbers just changed. I think this could be a TurboTax bug. I looked for a way to open a support ticket with Intuit but was unable to locate how to do that.

 

Help is greatly appreciated!

Tim

    Best answer by BrittanyS

    Have you reviewed all of your entries to see if any changes were made?  You can review your tax summary in TurboTax by following these steps:

     

    From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.)

    1. Select Tax Tools 
    2. On the drop-down select Tools 
    3. On the pop-up menu titled “Tools Center”, select View Tax Summary 
    4. On the left sidebar, select Preview my 1040 

     


     

     
     

    1 reply

    tim10Author
    February 25, 2025

    Apologies for bumping this question but this has me completely stopped on getting my taxes finalized.

     

    Thanks in advance for any and all help!

     

    Tim

    BrittanySAnswer
    February 26, 2025

    Have you reviewed all of your entries to see if any changes were made?  You can review your tax summary in TurboTax by following these steps:

     

    From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.)

    1. Select Tax Tools 
    2. On the drop-down select Tools 
    3. On the pop-up menu titled “Tools Center”, select View Tax Summary 
    4. On the left sidebar, select Preview my 1040 

     


     

     
     

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    tim10Author
    March 5, 2025

    I finally had the time to go over the values on form 1040 compared with my individual tax reporting documents. It appears that everything is correct on form 1040. I am disappointed and frustrated that the numbers changed, but I believe that the current numbers are correct.