TurboTax
reviews and complaints

Had foreign tax entered from 1099-Div. Initially entered as Itemized. Changed mind and wanted tax credit. Went through DIV screens and entered associated Foreign Div income. Accepted and indicated qualified as tax credit without filing form 1116. But tax remains as itemized deduction versus a tax credit. Did this multiple times with two different support staff (Kurt and Grace), with no success.

Also, not clear why I owe no federal taxes when I had taxable income of $5518. Per Fed brackets for single, the tax should be 10%? I do not see explanation of why it says Fed tax is zero? Support person said it's right with no explanation either. He said there is no problem with software, so it is right.

I have been using Turbo Tax since the late 1980's and have always been able to post information from my W-2's into the program. This is no longer the case. When I click on the Update button next to Wages and Salaries, Form W-2 I get a blank page. That's it. Just a big blank page. Turbo Tax really screwed the pooch this year. One used to be able to pick up blank FIT forms at the library, no more. I guess I'll go online to the IRS website and print my needed forms from there and its back to the kitchen table. Using my computer was fun while it lasted.

I filed a 2021 tax return with turbo tax. They said I was allowed a 'Recovery Rebate Credit' from the stimulus checks given during the Covid Pandemic. After filing I got a letter from the IRS saying I wasn't authorized this credit. What did I pay for? Apparently Turbo Taxx doesn't know the tax rules. Why should a person have to pay for bad information. This company is a rip-off.

The first time i tried to file i had to go back and fix things once they were fixed i was all set to go! I had a note from the IRS website stating changes were made due to a dependent and improper imputs. Instead of having me fix them they went ahead and filed them submitting only 230$ from 1690$, i have no dependents beside myself and do not owe anything! No property no possessions! What kind of joke is this?!?

When filing my 2021 taxes earlier this year, I selected every option TurboTax presented on their website as an add-on service for an additional fee. I have followed the same process for years. Instead of using any of the many free options, I believed it was the responsible strategy to have expert, personalized assistance for something as serious as dealing with the IRS.

This is the first year I had a discrepancy that required additional assistance, and I felt relief that I had paid the extra fee. My ultimate disappointment has been immeasurable, but I am hopeful that anyone reading this review will save themselves the same frustration and potentially hundreds of dollars. BUYER BEWARE; TT provided me with nothing less than advertised. They are not offering you any personalized services, and you will not have access to a CPA. If you are ever audited, you are better off paying for a local CPA, with your hard-earned dollars going towards your specific needs.

The first indication that TT was not a helpful product was when my Federal Return was delayed significantly. My state return was accepted, and a refund deposited within 1 week of my submission. My Federal return was accepted and followed by radio silence for several weeks. TT sent me no updates; nothing on my TT account home screen indicated an update or the need for additional information. A friend advised me that she had used an alternative online tax prep company. She received an email from that company advising her of a delay for all who claimed a Child Tax Credit or Earned Income Credit, and even provided a date by which the return should be expected along with a link to IRS.gov for further details. I received no such information from TT.

I went directly to IRS.gov for further information and found that my friends email notification was accurate. I found additional resources and information applicable to me. I began to check IRS.gov daily, as the homepage for my TT account never changed or updated, but the IRS did. Eventually, my information on the IRS.gov website updated to advise me that I was missing document 8332, and since it wasn’t submitted when filing my taxes, a significant recalculation had been applied to my refund. The letter advised me on what specific steps should be taken to correct this, including advising me of a hard deadline to have the documents submitted by, and that electronic submission would not suffice.

I contacted TT, thinking that I was going to receive personalized, professional assistance to get this addressed. I spoke to multiple customer service agents, each representing themselves as an “expert” Tax Advisor. I repeatedly explained that I had paid extra in the event I needed help from a CPA and requested to be connected to whomever was assigned to me.

Each agent I spoke with was pleasant and kind and assured me they were an “Expert Tax Advisor”. It was at this point I slowly began to realize my own error. I would not be connected to a CPA. I would not be getting any personalized assistance. The “Experts” are just the call center customer service/sales agents for the TT product. While providing excellent customer service, they are not equipped to answer questions about tax code or law. They have no more education on filing taxes than you or I, and if asked directly, will admit the quiet part aloud. They are not a CPA. I find this sales strategy borders on unethical. Having worked in a call center for years, I am very familiar with scripting that is designed specifically to convey one message to the client while carefully protecting the company’s interest. To be subtly manipulated with this careful verbiage when navigating something as serious as filing taxes is not just frustrating. It’s terrifying. All the peace of mind I believed I paid for was nothing more than a well-executed sales pitch. I fell for it, these agents knew it, and were gently advising me of this.

When initially completing the “train-ride” process of filing my taxes through TT website, I was made aware of the need for an 8332 form. I read all the additional information boxes available to me on what the form is, why it is needed, and who needs to submit it. From these information boxes, I deduced that this was not my responsibility. (Ultimately, it isn’t. Someone else needs to fill out and sign this form. I assumed it would be done when that person filed their taxes.) However, since the submission (or exclusion) of this form is significant enough to alter my personally calculated result by more than half, I would expect that TT would alert me to this. Perhaps something in red indicating a concern or something potentially missing. Anything to indicate that I potentially should follow up on this item, acquire the signed form and include it with my return before submitting. TT provided me NO indication that I was missing documentation, and certainly no warnings or predictive calculations of what might happen if this documentation isn’t included. At no point in the entire process did TT ever even update my account on their website to indicate that my return had been adjusted. I never received an email or any notification at all from TT indicating a discrepancy with my return or the need for additional documentation.

None of my subsequent requests for assistance from TT resulted in action points for resolution. Each agent had a different suggestion on how to handle the amendment, and despite being advised there were “notes added to my account”, each conversation began anew as though I were a stranger. Being subject to a system of taxation that carries the potential for life-altering punishments should a mistake arise is stressful enough. To then be taken advantage of by a company who happily benefits financially from the fear of that system is unconscionable. I will never again use TurboTax, and I would encourage others to take advantage of the many free options available for filing your taxes. If your taxes are complex enough to require assistance, please hire a reputable CPA.

A customer rep. named "Serena" just hung up on me, because I asked to speak with a different rep. The phone call took place @ approx. 12:50

pm (PST). She hung up on me at 12:55 pm (PST). She was extremely argumentative regarding my request. I did not raise my voice at all during the phone call and remained professional. My call to customer service was first answered by "Emily" who was extremely cordial, Emily was unable to assist me with my question, so transferred me to "Serena".

My call to your customer service dept. was to see if I could receive a product key for 2019 Turbo Tax desktop software. I had misplaced my CD and product license code, and I need to amend my 2019 taxes. She kept repeating over and over again that she could not provide that to me, because that would be giving away "free products". I tried to explain to her that if she looked in my Turbo Tax account, she could see that I did purchase the 2019 Desktop CD version of Turbo Tax.

I hope that you are able to provide support and/or training to her, as this is the rudest person I have ever encountered in dealing with any company in my entire life. As a retired professional, I know how aggressive employees can reflect badly on a company. I would like a response to this email to ensure that you are aware of this incident. I look forward to hearing from someone soon. Thank you!

Carol Leitch

[protected]@sbcglobal.net

[protected]

I filed mine and my husbands taxes 2/11/22 according to TurboTax we were to get $6,957. Then on the IRS transcripts there was an error and the IRS corrected it and we were to get a refund of $2,757. Today 3/15/22 I see TPG has been funded $1,640.52 and TurboTax got their fee of $167 leaving a total of $1,473.52. So we are missing $1,114.52. I called TurboTax who said they didn’t know and then I called the IRS who said they sent the $2,757 and to call TT back and again they blame shifted and act like they don’t know where our money is. Have seen this issue posted in multiple groups. I just want our complete refund and not to be to be robbed. I will never use TurboTax again and will also let everyone else know who already isn’t going through this crap. Also called the offset line just incase and there are no offsets either.

TurboTax charge me to file my taxes chil tax credit an they took half of my refund and I could have filled for free take 289out of 1500 that was a rip off 1/24/2022/ my name chandra Rogers I'm on disability [protected]@gmail.com

I have been using Turbo Tax for years and I have never complained... until this year. Basically I like the product. But this year I felt that the product had several sloopy issues that made it less user friendly: 1) Logging-In was more cumbersome than in the past. 2) If I was working on my taxes and took a break to get a cup of coffee the system would log me out. Since it was more difficult to log-in this became irritating. 3) Although I used Turbo Tax last year I could not down load last year'

s data. I called for assistance and the technician could not help me either. So I had to reenter last year's data manually. 4) It seemed like the prices are escalating and they are constantly trying to get you to buy more add on's like Karma Credit. Maybe it's time for me to try Tax Slayer.

I was told when filing my taxes it would only be 39.00 usd I eventually had to pay 108.00 usd they lied flat out lied to me.

FIRST AND LAST TIME FILING THROUGH TURBO TAX.

1. Extremely delayed return

2. RETURN DEDUCTION BY over $2,000!

3. Claims that information wasn’t input correctly after 3plus weeks of confirmation number

4. Lies about filing for “free” money deducted for tax service

To whom it may concern:

I was supposed to speak with an expert on Friday (March 11th) at 7pm PST. However, the expert didn't even give me a call after I had waited for more than hour and therefore I had to contact the customer service center and my appointment was rescheduled for today at the same time but nobody gave me a call again after I had been waiting for an hour.

I just want to leave a complain in here because I don't see that they consider me as a valuable customer and they had also put me in a really difficult situation since I don't drive and my accountant office was pretty far away from where I live. Now I just don't know what to do because if I don't do tax for myself this year, I could be get sue by the government.

At first, I just thought using Turbotax should be the best way in order to do the tax, but obviously I was wrong.

I am not going to recommend Turbotax to anyone who wants to do tax by themselves.

My tax liability is very simple--no deductions, income was only from social security and unemployment, and one small part-time job. Two things happened: 1. Turbotax charged me $75 when I asked for the $39 basic charge. 2. TurboTax filed my return and my copy shows my refund to be $3027.00. My refund that was direct deposited was only $1533.45 (IRS says it was $1627.00). Turbotax claims to guarantee its service. I don't know what that means since I can't get through to them on the telephone and my email is returned because their system won't accept it (even though they direct me to reply to their message). I don't think Turbotax can be trusted to do their calculations correctly and I suspect that some of my refund has been misdirected since the amount should have been a round number, not an odd number.

I filed both state and Federal taxes with Turbo Tax on 24 January 2022 and the IRS issued my refund on 25 February 2022 and and state a few days later. Ss of today (11 March 2022) I have not received my refund payment or any notification of its status.

IRS states after receiving information from third parties (appears to be RR Retirement) information doesn't match the information reported

Turbo Tax Account Number: [protected], Routing Transit Number: [protected] - need info to explain why I'm issued this proposal from the IRS - may involve Railroad Retirement amounts. I installed all the info required.

The IRS lists that taxable income reported on my Turbo Tax report line 15 $128,895 and is corrected by the IRS as $164,130 with a difference of $35,238. They state taxes you owe are $7,753 with penalties of $1551 and interest of $251 total equal of $9555. The statement goes on to list that the US Railroad Retirement Total is $41,457. These amounts were included in the Turbo Tax calculations required in the Turbo Tax format. IRS states in this Proposed Amount Due of $9555 that we cap the amounts of taxable Social Security or Tier 1 railroad benefits reported on Form 1040 US Individual Tax Return for Seniors at 85% of the gross benefits you receive. Gross benefits are reported to you on Form 1099-SSA or Form 1099, box 5. Form 1099 applies to me

All this information was input into the Turbo Tax format as required

Why would there be any opposition in the facts I include in the Turbo Tax? format?

Please explain why i am seeing a difference between the Turbo Tax numbers andthe IRS

I filed my taxes and TurboTax quote me a certain amount. When my refund was issused I was $3,000.00 short of what my return stated. I just received my taxes this year in March 2022. Where is the rest of my refund?

i filed my taxes in February i was supposed to receive $10,230 on the 5th of march i check the irs where's my refund page and it had been adjusted to $2,987. i report my child tax credit and all didn't hide any information but they are saying that one of my dependents ssn or info is wrong but why does that equal to more more than 6k. i filed with he same information with turbo ta and I'm even able to get ahold of anyone. I'm in a group with complaint about turbo tax and there are more then 50 people wo have the same complaints as me you guys are out here stealing peoples money and not answering the phones next year you guys damn sure wont have as much people filing with you guys this is sick we been waiting and working all year for this money .

both years i was shorted thousands of dollars.

i had no garnishments.

We have used Turbo Tax for years to file our tax returns. This year on your web site you had speedy returns through Credit Karma Money Spend. When I filed our taxes I tried to use the normal method not selecting this Credit Karma, it did not work so I selected the Credit Karma.

We received a Credit Karma Visa Debit card in the mail, when I logged into this account it showed we have $3,143.00 sitting in our account from our tax refund. When I tried to transfer the money into our bank by linking our bank it would not allow us to link our bank. I contacted Credit Karma support for two days, they could not resolve the issue and elevated our problem higher. Problem now is no one can tell me how to get our money and have stopped communicating with us by email. They say that is the only way we can communicate with the elevated department.

We are sitting here and cannot get our money or anyone to help us get our money. Please remove Credit Karma on your Turbo Tax web site it does not work. I contacted Turbo Tax support and was told once the money is transferred they cannot do anything.

Refer to claim # [protected].

I paid twice for turbotax premier. Once at Costco for the disc and the second time when completing my return. At that time I was required to charge turbotax premier ($69) to my credit card. I sent a copy of the receipt from Costco for the first charge and you have a record of my second payment via credit card. I have submitted this claim in Feb 2022 and have not received a timely credit/explanation. What is the final resolution of my claim?