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March 13, 2025
Question

Tax expert recommended by turbo made mistake

  • March 13, 2025
  • 3 replies
  • 0 views

My tax expert that was recommended by turbo missed some documents. They forgot to add all my Ira contributions for 2024. My filings got sent to irs and were accepted. Shouldn’t turbo give me back my money and help me amend my taxes for free? After all I submitted my documents, shouldn’t the tax expert have seen that. 

3 replies

fanfare
March 14, 2025

Does the TurboTax accuracy guarantee include accuracy of the "expert" tax preparer?

March 16, 2025

You can submit a case for review using the link below:

 

@Pacorps12 

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SteamTrain
March 16, 2025

While this may not be the case for you.....

 

Make sure you are not confusing your contributions to something like a 401k plan, thru your employer, as an IRA.

 

Anything already showing as a contribution, in box 12 of your W-2 is not the same thing as a traditional IRA contribution.

____________

Some states with Auto-IRA plans, the contributions they "might" show up in box 14 of the W-2, or not at all but instead on separate paperwork......and then yeah, those are IRA contributions.

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