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Intuit - TurboTax

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

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).

jessica of san leandro, CA June 9, 2009

I e-filed my taxes back in March 22,2009. As of May 1st I hadn't received my refund. I called the IRS and was told that indeed I have filed my taxes but there was no refund in there system. I was told to e-file again, so I did. As of today June 8th, 2009. I have not received my refund. I called the IRS again and was told that the problem is with turbo tax and I had to contact them for my refund. There is no customer service phone Number where to reach them other than the customer service where you pay to get your questions answer. I definitely don't want to pay 29.99 to get my questions answer if they were the ones who messed up my refund!!! I'm Mad!!

Avonelle of Dalhart, TX June 8, 2009

I have used Turbo Tax several years except right after my husband died, because I wanted to be correct, I used a CPA. This year I went back to TT and was doing well until they insisted that I fill out Form 1310. My husband has been dead for over 3 years, the income I reported had nothing to do with him, and because of this it said I was unable to e-file. I never rec'd confirmation, so I sent it by mail, but I had to send an amended return. As of today 6-7-09 I still have not rec'd my refund. I called the IRS and was told it could be another month. This is outrageous!!!

Edward of Jacksonville, FL May 21, 2009

Filed via internet, emailed and got a confirmation number. Months later, when I contacted the IRS to find out the status of my refund, I was told the Income Tax Return filed had not reached them, they had no record of it. I e-mailed Intuit TurboTax an inquiry about it, and two weeks later I still have not heard anything form them.

Bob of Westborough, MA April 30, 2009

2008 TURBO TAX DELUXE CRITIQUE

This package is the most crude, primitive one I’ve seen in a long time. It has innumerable annoying factors which need not occur in well-designed software. It also lacks some apps for particular tax programs.

- The Massachusetts top form includes a line for the Senior Circuit-Breaker deduction, but the program provides no way to calculate it!

- When going to a group of programs at the bottom of the list, then displaying one, it displays at 100% size, which is inconvenient, so I lower it to 75%. If I then return to the list, it pops up top-justified and I have to scroll down again to the lower group. If I then open another one, it comes up at 100% and has to be reduced. Ad nauseam!! That’s dumb design.

- I’ve been warned of a super-virus expected; why can I not copy my TurboTax files to a thumb-drive? It seems not to permit that.

- Some files are labeled “keep for your records”, others are simply “worksheets”. The worksheets contain data that support inputs; shouldn’t they be mailed? There are not explicit instructions as to what should be submitted.

- Before doing half of the data input, TurboTax claimed to have filed! Actually it did not, but that didn’t prevent it from claiming to submit a disruptive (incomplete) form, followed by a useless 1040X.

- The Feds, in an unexpected position, did not create last-minute changes to the tax-code. But this did not stop TurboTax from making many last-minute changes, suggesting that they just did a careless job of coding.

- A lot of downloads size up your system to see if they’re needed; TurboTax is too dumb to do that, so always prompts to download, even if it’s redundant.

- TurboTax prompted me to efile, but a few screens later said that it could not!

- The worksheet for 1099R has a lot of boiler-plate up front, which has to be entered for every item, not providing any automatic fill-in at all.

- Even Microsoft does better than this, and VMS did much better 20 years ago.

Melinda of Katy, TX April 27, 2009

Prepared both federal and state taxes using 2007 Turbo tax (paid extra to get state taxes on my computer). Turbo tax automatically transferred everything from federal to state form on my program. I only answered a few simple questions to finish my state return.

Turbo tax transferred my moving expenses from federal and also calculated our income wrong. Filed a complaint to get our penalties and interest back from Turbo Tax. Received a phone call that it all was our errors that we manually entered items wrong. What a joke that company is!!!! Anything to get out of the guarantee you SUPPOSEDLY provide to customers. The person that called me back sounded to be around 90 years old! No wonder!!!! Will never purchase this software again!

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