Skip to main content
February 2, 2024
Question

How do I get Turbotax to correct an error in their calculations?

  • February 2, 2024
  • 1 reply
  • 0 views

Turbotax is calculating my NYS tax bracket incorrectly. I am married filing jointly in the tax bracket $161,550 - $323,200 ($214,183). It is supposed to be taxed at $8,553 + 6% of the excess over $161,550 ($8,553 + $3,158 = $11,711), but they are calculating a flat 6% on the $214,183 and claiming I owe $12,851. How do I get someone to correct the software?

1 reply

February 7, 2024

In order to investigate this further and request an update to the software, we need a diagnostic copy of the tax return experiencing the issue.  You can help us by creating the diagnostic file so that someone can take a closer look and explain what is happening.  The diagnostic file will not contain personally identifiable information, only the numbers related to your tax forms.  

 

If you wish to send a file, use the following instructions and then post the token number along with which version of TurboTax you are using and what state return you are filing, if any in addition to NY in a follow-up thread.

 

Use these steps if you are using TurboTax Online:

 

  • Sign in to your account and be sure you are in your tax return.
  • Select Tax Tools in the menu to the left.
  • Select Tools.
  • Select Share my file with agent.
  • A pop-up message will appear, select OK to send the sanitized diagnostic copy to us.
  • Post the token number here. 

 

If you are using a CD/downloaded version of TurboTax, use these steps:

 

  • Select Online at the top of the screen.
  • Select Send Tax File to Agent.
  • Click OK.
  • Post the token number here.
**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"