Skip to main content
February 25, 2024
Solved

TurboTax Premium not showing running refund/owe information

  • February 25, 2024
  • 30 replies
  • 0 views

In years past when using TurboxTax online, my running refund/owe amount would show on the screen as I enter my data.  This year, I don't see that at all.  I've tried updating both Firefox & Chrome, but I have the same result in either browser.  Has Intuit removed this feature, or is there actually a problem?

    Best answer by DoninGA

    When using the TurboTax online editions - click on Review on the left side of the online program screen.

    The Tax Refund/Taxes Due meters will now be visible.

    30 replies

    April 7, 2024

    This is stupid... been using TT for a long time.. will not be using in future.  About to change right now! no wonder there is a lawsuit against them.

    I don't understand why there is not a free site (for all). 

    April 7, 2024

    If you have started to enter information such as a W-2, and don't see the meter go to the Federal Review section. Click on all the way through ignoring the prompts to fix things and the meter should turn back on. 

    Then return to the section needed to enter your other income or deductions/credits.

     

    @ChungChau

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    April 7, 2024

    It is annoying but I did find a way around this. It is not as anyone else said previously..........

    CLICK on the "help icon" (circle with a ? mark) at the top of the screen and then TYPE in

    "Personalized breakdown"

     
    It works 100%
     
     
    April 7, 2024

    This change makes no sense - why would TurboTax want to make their product LESS user friendly? I will be searching for another tax program. I contacted their chat support and they said you can click on Tax Tools and preview your return to see the number. So it's an extra 3 clicks at a minimum and then you have to click back to where you were. They should fire the person who made this decision because I'm sure they will lose more than my business. I've been using TT for 10ish years -- I never thought I'd switch but here I go!

     

    April 11, 2024

    This is literally the best feature of TurboTax and why I have continued using it for almost 15 years. I do not understand why you would eliminate this vs. adding a disclaimer if the issue was people had questions along the way.

     

    This was an incredibly useful feature because it alerts me to whether I made a mistake in any sections as I complete them, and it helps me understand the general impact of each area, which is helpful for learning and understanding. It's been part of TurboTax for as long as I can remember, and I really appreciated it. 

     

    You may lose many customers over this. As you can see from the comments in this thread, your customers are NOT happy about this change. BRING IT BACK.

     

    You charge a small fortune for an individual to use your software to do their taxes by themselves, and now you've taken away my favorite feature that really made me feel the cost of your software was truly worth it. 

    April 11, 2024

    @kdpatx03 

     

    If you read some of the previous posts, you will see that the Refund Meter is still a feature of TurboTax. However, it is not invoked until you have made one pass through the interviews.

     

    The reason this was done was because every year we would get thousands of complaints of "I enter this form, and my Refund dropped, and it shouldn't have! What did I do wrong ? or just as likely, is TurboTax broken?"). 

     

    Starting the Refund Meter at the beginning caused a lot of angst in the hearts of people who don't understand why TurboTax has to do things in the background, somewhat out of sync with what the users are entering.

     

    Far better to let people make a first pass then open the Refund Meter.

     

     

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    April 11, 2024

    @BillM223 I mean this respectfully. Instead of "Far better to let people make a first pass then open the Refund Meter.", it might be far better to let people know how to access a feature that they have relied on for years.

    April 11, 2024

    This is absolutely infuriating. I am trying to determine whether I should itemize or not, and though some people say to just click Review in the left margin to see the current amount of the return, it is NOT there

     

    This feature is REALLY important to your customers. WHY TAKE STEPS BACKWARDS in terms of functionality? Using TurboTax should not get worse, more frustrating, AND more expensive each year.

     

    As I said previously, TurboTax will lose customers over eliminating this invaluable feature. This feature gave TurboTax a competitive advantage, and now it's gone. 

     

    I cannot believe you took away this feature. I'm so mad about it, I had to post twice. I may keep posting about it. 

    For those as angry and frustrated as I am about this, if you want to get some sort of glimpse at your current refund amount, you can do so under Federal Review on the left, if you ignore all the things it is telling you that you forgot (because you did so intentionally and aren't ready to add them yet). That page also gives you an explanation of why it is the amount that it is. It's buried and not the same thing and really not all that helpful, but it seems that this is what we get for now. 🙎

    April 12, 2024

    This is an awful change. If TurboTax doesn't change it back, this will be my last year using it. The live "amount owed / refund" has saved me from so many big mistakes over the years. Whatever their reason, this is a REALLY, REALLY bad change that will result in a lot of folks looking elsewhere for tax software next year.

    April 12, 2024

    This change is asinine. Of course people have always used the running tracker to gauge their progress! The only reason to remove this feature is to hope people miss something during their prep. And this feature was available earlier this tax season and has now been removed! Taxes are already a pain in the ass to complete, especially knowing the IRS has all the information they need from us, but forces us to pay to the file forms. Now TT is hoping we make mistakes on top of this useless annual exercise. What makes it ten times worse is, I moved away from TT years ago to avoid their antics but they've bought up all their competitors! I hate this so much. Every year you suck more and more out of your users while providing less and less. We can't opt out of doing this, so just cut the **bleep** and stop with the games.

    April 14, 2024

    Which other tax prep software would you recommend moving forward?

    April 14, 2024

    This functionality being gone is very bad for my family.

    In addition to using the running refund information to make sure my entries were being properly saved, we used the running refund to estimate our taxes before requesting extensions.

    We'd put in most of our information (except not all the time-consuming things like detailed deductions) and see if we owed anything, so we would know whether to send an additional payment with the extension request.  Then we could take our time until October to handle all the details.  That refund/owe information was extremely important functionality for us.

     

    Sure, TurboTax has some other online calculator for this, but it only calculates FEDERAL information and not state, so I guess we're just out of luck there. And I'm guessing it isn't as accurate as the running calculation inside of TurboTax.

    I'm also guessing something broke the functionality and they weren't able to get it back in time for tax season. I hope they get it back ASAP.

    I see lots of people reconsidering their use of TurboTax, and this really is probably the thing that will push me to start using a tax professional instead of doing this myself. (And I would not get one through TurboTax. We purchased the live Tax Support product last year and got 3 different answers from 3 different TurboTax professionals about the same question. Instead, I'd get recommendations from people in my field for tax professionals.) 

    I've tried the "solution" listed where you go to "Review," but because we don't enter all of our information when doing our estimates, I have over a dozen things I'd have to review before getting through it. I don't want to review them because I need to know later that they weren't actually done and were only estimates. So I can't even try to get through the review and see if I get my estimate.

    Please fix this functionality and put it back in place, Intuit.  You're supposed to improve the product each year, not remove the functions we need. At the very least, give us a toggle switch to turn it on for those of us who need it.

    Thanks! 

    April 14, 2024

    this was a great feature that helped to indicate if you had selected the right option when input certain forms. if they don't change this back for next year, I will be moving to a different platform.

     

    I'd move this year, but only have a day left to file

    April 14, 2024

    This is a very anxiety-inducing update. When I uploaded our W2s, it showed us owing taxes, and then all of the updates disappeared. I couldn't complete the filing in one sitting, so I just have to manage the not-knowing until next weekend when I have time. 

     

    I've always loved using TurboTax. This update makes me feel like they no longer understand me.