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April 24, 2021
Question

State DOR Says I Owe, but TurboTax says I don't

  • April 24, 2021
  • 1 reply
  • 0 views

Hello,

I filed my taxes using the TurboTax software.  I should be getting a state refund of 389.  However, I received a letter from my state saying I owe $102 because my total credits (schedule 5) are incorrect.  I have reviewed everything I entered and it all matches my W-2's exactly.  What should I do?  How do I fix this?  I am not sure if this is a TurboTax error or if it is an error in the DOR of my state.

    1 reply

    Employee
    April 24, 2021

    Which state?

    April 25, 2021

    Indiana

    SteamTrain
    Employee
    April 25, 2021

    First:  You need to print out your Indiana Schedule 5, and manually check the $$ amounts in each of the credit lines 1, 2, 3 that has $$ amount in them against what is on any of the forms, or other entries  you "think" entered into the software.  See if the totals match what should be there in the first place.    IF the $$ in any of lines 1,2,3 of the schedule 5 are wrong, and match what the Indiana DOR claims, then the problem was in the submission you made to IN.

     

    But if submitted with the wrong numbers, it is likely (95%) and entry error on your part, not an actual software error.   IF there was a software error, the 5% of software error cases usually occur for in anyone filing early...i.e. before mid Feb.

    ___________________________

    IF it is an error on the IN DOR's part, then you contact them at whatever way the letter indicates, and send them copies of all your forms that show Indiana withholding (or estimated tax payments, if appropriate) on them that supports the credit claims you had on on the Schedule 5.

    ____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*