Troubleshooting

Thank you for posting this. I have spoken with our product developers and this is a known issue in the Online version that will be fixed for the next TurboTax Online update.

THE ISSUE

Who is affected: Users who started a return in the R1 release of TurboTax Online (between Jan 8-Jan 22) and claimed a Spousal Amount deduction

The user would have then logged back into their account after January 22nd, when we released our R2 update. At that point in time, the taxpayer may have noticed that their refund decreased.

Why is this happening:

We added a new question to our Online Tax engine after the 1st release. This particular question was added to allow the user not to claim the spousal credit, but instead claim the eligible dependent credit in a rare situation. For reasons still unknown, the credit for users who had started a return before R2 switches to No, don’t claim, instead of the default setting YES, Claim

There are currently no workarounds available. Affected users will have to wait until the R3 update scheduled for February 4th 2015.  Once the update is in place, users will see that the spousal amount is being calculated correctly and the refund will reflect the correct amount. 

Please post here if you have any questions or concerns.

- Clint


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