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Intuit - TurboTax

Intuit • Quickbooks • Quicken • TurboTax • TurboTax Online • Shipping delays

Rhonda of Gary, IN August 16, 2009

I filed my daughter's 2007 taxes using Turbo Tax Premier because of stock options. An audit by the IRS stated that the withholdings was overstated and was issuing a bill of 1600.00. When I inquired at Turbor Tax I was told that it was an error on my part. Later I found out that while I submitted the Premier efile, I was told by Turbo Tax that the Deluxe was submitted. When I asked for a copy, I was told it wasn't there. I ended up with a refund for the Deluxe. The last person I talked to could not explain how the situation occurred but he was sorry. Turbo Tax correctly placed the stock compensation with the gross income, but it failed to correctly place the withholding in the Federal withheld which caused the overstated amount of the withholding.

Catherine of Norfolk, VA August 10, 2009

I was audited by the IRS for my TurboTax 2007 return. The result was approximately 3300 in penalties and interest. The specific problem was that the TurboTax product asked for and accepted 1098 mortgage interest twice in its program, doubling the mortgage interest that was reported on my taxes. I have screen shots of the software to show how this happened, and the VP of TurboTax has stated that the program worked as designed and that checking for duplicate entries after they specifically asked for it twice was "not a priority" for Intuit.

I have tried to resolve this myself with B. Meighan but he has told me 1) the programming issue wasn't a priority for his team, and 2) that I should ask the IRS to waive the penalty because I used TurboTax. I find both of these responses to be amazing given the "Accuracy Guarantee" and "Audit Support" touted by Intuit.

Clearly, the consumer is on their own to know everything there is to know about IRS rules and cannot trust that TurboTax is asking the right questions and takes no responsibility when they don't. I would like an attorney to contact me. I'm curious to know if a class action suit is in order. I have full documentation of all emails between the TurboTax VP and myself and will share them. Approximately 3300 in penalties and taxes and additional 11,000 in taxes now owed that I will have to borrow from the IRS at 5% in order to fulfill my surprise tax obligation.

Raymond of Desoto, TX August 9, 2009

I go to file using turbotax software in 2008 for 2007 tax year as I have done the last 5 years. a little man pop us saying that I could receive more if I filed the alt min tax way. I click to do it and offered a large increase. I think it may be a mistake and go to file the normal way and he pops up again. I do file not understanding it but I trust Turbotax is accurate and knows the law. The Irs contacts me and says that tax was disallowed.

I contact turbotax and stated why I file that way is because of the software and I believe they will stand behind their 100 percent accuracy guarantee. Recently Taya who was handling the case sent an email stated that she was looking into the matter and would contact me if any other info was needed. Jason who I had no contact with contacted me 9 minutes later and stated that my claim was disapproved. I would never even attempted to file the alt min way if not for the software and trust I had in it being accurate.

Secondly the error only occured when I attemmpted to file the alt min way, when I file the normal way all my info stay the same. Only after the Irs contacted did realize that Turbo Tax was changing the numbers incorrectly and until then. I hadn't even looked at them to see exactly what or how turbo tax was changing the numbers.

Byron of Los Angeles, CA July 31, 2009

They filed my out of state taxes and didn't file my state OR Federal taxes. They say I made a mistake somewhere, but I got all the way through and was told that they were being filed. When I went to find out where my refund was, I found out they were never filed.

Lynn of Sylvan Springs, AL July 22, 2009

The IRS found a mistake that Turbo Tax did not and I need to speak to someone at Turbo Tax to see how you plan to fix this issue. The IRS now expects me to pay for the mistake with interest.

Spencer of PARCHMAN, MS July 9, 2009

I purchase TurboTax software for 93 in April 2009 after checking other software. this one guaranteed the highest refund, but to do this they added a 600 rebate credit to line 42 on my taxes without asking if I received this money costing me to pay 225 to IRS. When I e-mailed them with the problem they simply said "we don't give refunds on efilings". Late fees for filing taxes and an additional 225 paid to IRS

Bob of Colorado Springs, CO July 2, 2009

I received a notice from Colorado that I had entered on Line 26 on Form 104 of the Colorado return an entry of 179.00. Colorado states the estimated tax credit you claimed on this line is greater than the estimated tax payment we received. When I view MY TAX DATA from the tools menu, line 26 is not listed but the Carryover wks line shows the 2004 state tax refund overpayment and applied amount to be 179.00, which is correct.

I spoke with a support person about this and she walked me through the process to view the data I had entered. I did not enter the line 26 amount (179.00) on my return. She said this MY TAX DATA file shows only the information that I inputed when asked by the program. Line 26 on Colorado Tax Form 104 states " Estimated TAX payments and credits;extension payments; and amounts withheld on nonresident real estate sales and partnerships/S corp/ fiduiciary income ". I did not enter the 179 that is listed on the form.I did not sell any realestate and did not have any thing to enter on this line and was not even asked to. The turbo tax program only asked me to enter the 2004 state refund amount, which happens to be 179.

I contacted the TurboTax Tax Analysts per the instructions I received from the intuit Accuracy Guarantee email. I explained all of this to Taya J. and she stated that I was prompted to allow the 179 to be imported from the 2004 tax refund line on the 2005 Federal 1040 form, which I answered yes to. She claims I was prompted twice for this same amount but she provided me a snapshot of my return only prompting me to import the refund amount. I asked her for the second prompt screenshot but she would not provide it, she instead wanted a phone meeting to explain why she was right.

I emailed her with five internet sites that all complain of her product and that talking with her would go now where. She replied to me " My determination on your claim is final." I asked her why both lines contained 179 and that I had only entered this amount once. She did not answer this question. The MY TAX DATA file clearly shows that I did not enter line 26.

I had to pay the State of Colorado 241 which included interest. My wife and I are both unemployed so getting this money togeather was very difficult. I was treated like I was stupid. I have been in the IT field for 25 years and have studied C+ and other types of programming. I feel I was shotdown right from the start. Thank you.

Charlene of Williamsburg, VA June 26, 2009

We received a penalty from the IRS for underreporting 2007 annuity income. Upon checking everything, we discovered that the TTax program mishandles the second annuity when both the filer and spouse receive annuities. We filed a claim under TTax's "Accuracy Guarantee". I spent 1/2 an hour on the phone with a technical service rep who took control of my PC and was able to see where the problem was, and said we'd get the penalty paid by TTax.

However, we've since been stonewalled by the programmers (?) or tax analysts (?) who insist "We received claims in the past about this before and it has always proven not to be a calculation error." Further, they said "The person that you spoke with was not an analyst, but a technical support agent" implying that the problem was never referred for programming correction. Bottom line, in their defensive posture, they are not listening. It is not the first annuity that has the error, it is the second one. I've asked to have this complaint escalated to a manager and it remains to be seen if I'll get a response.

kate of houston, TX June 11, 2009

sbbt has not sent my refund back. I desparately need this money. I will not use turbotax next year. They stole my money.

Virgil of San Francsico, CA June 9, 2009

I used Turbo Tax Deluxe Addition to prepare my 2007 Federal Tax filing. I recently received a notice from the IRS that I had deducted interest from my home mortgage in excess of the allowed limit. I entered all of my information into Turbo Tax and it calculated the interested allowed. The whole point in using Turbo Tax as so that I don't have to study the tax laws and double check their calculations. Mortgage interest is one of the most common (and significant) deductions and the software should have made the calculation. I now owe an additional 9,000 in Federal taxes for 2007 and I am being charge interest (included in the amount).

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