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March 29, 2025
Question

Turbotax program updates

  • March 29, 2025
  • 1 reply
  • 0 views

I file paper copy of taxes. The software is installed on Windows machine. I can easily turn the updates off. But, when can I be sure that I do not need to install any more updates and file my taxes. I am concerned that after filing my paper copy there may be an update which could render the filed taxes invalid.

After an update the software does not even tell me whether the update was only cosmetic and does not impact my already filed paper return? After the update the software simply states the following:

Program Updates (Released 3/27/2025) Program Updates.

No mention of what changed, Federal, State or which form.

    1 reply

    March 29, 2025

    If the update had changed your returns, the refund meter at the top would change.  You can also view a PDF copy of your return after the update, and compare it to the one that you filed to verify that nothing changed.  

     

    @EDSD 

    EDSDAuthor
    March 30, 2025

    Hello Marilyn:

    Thanks for your prompt response. Once I have mailed a paper copy of the return to IRS I would like to believe that I am done for this tax year. Am I hearing that I need to keep updating the software in case there is a significant change and I need to file an amended return?

          There needs to a sharp cutoff date, after which my responsibilities as a tax payer are over. From then on the responsibility should lie either with the IRS in case the form was incorrect or with Intuit if there was bug in the software.  Your guidance in this matter is greatly appreciated.

    Thanks

    Edsd

     

    March 30, 2025

    I totally understand your concern.  If you've saved a PDF or paper copy, you don't need to check for updates on a regular basis.

     

    When you transfer 2024 to 2025, you could open 2024 first to see if any numbers have changed before transferring. 

     

    We at Intuit TurboTax want our users to be completely delighted with their experience using our products and services, and successful in their financial lives and businesses. 

     

    Once you file your return, as long as the settings to receive communication from Intuit don’t block it, you will see a pop-up message or receive an email with a survey asking you about your experience. We encourage you to leave your notes and comments there. “Voice of the Customer” notes and comments are read and acted upon.

     

    If you are using TurboTax Desktop, you can also leave feedback at the Final Steps tab: