ON479–A CARE tax credit reassessment error on 2021 to 2023 turbotax filing

[abeacham12]

Same issue.  Looks like 2022 and 2023 returns were affected. I talked to an agent on the phone. She sent me a link . . . to the form on the US site. Waste of time!

[lshapiro]

When I spoke to customer service for approximately two hours.  The only option they gave me was to send them a letter. 

Based on these terms of service

"2. ACCURATE CALCULATION WARRANTY
Intuit works to ensure the accuracy of the calculations on every form prepared using the Services. If you are a registered user using the most recent updated version available prior to filing your return and you pay a federal or provincial government penalty and/or interest solely because of a calculation error on a form prepared using the Services and not as a result of, among other things: your failure to enter all required information accurately or your misuse of the Services; your negligent, willful or fraudulent (a) omission of pertinent information, or (b) inclusion of inaccurate information on your tax return; your misclassification of information on your tax return; or your failure to file an amended tax return to avoid or reduce your penalty and/or interest after Intuit announced updates or corrections to the Services in time for you to file an amended tax return, then Intuit will pay you in the amount of the federal or provincial government penalty and/or interest paid by you to such federal or provincial government. If you believe such a calculation error occurred, and you have complied with the conditions in this paragraph, you must notify Intuit in writing -- no later than thirty (30) days after the date shown on the Notice of Assessment or Notice of Reassessment where the penalty and/or interest is calculated and/or assessed -- at: Intuit Canada, Attention: TurboTax Returns Dept., 8 Spadina Avenue - Suite 1900 - Toronto, On - M5V 0S8. Your written notice must also include a copy of your Notice of Assessment or Notice of Reassessment from the Taxing Authority. By filing such a claim, you agree to provide Intuit with your login credentials and authorization to access your TurboTax Tax Year 2023 return data, and you authorize Intuit to obtain and review any data files that may be in Intuit's possession or control, as well as any materials provided by you in order to evaluate and validate your claim. You are responsible for paying any additional tax liability you may owe and providing assistance and additional information as reasonably requested by Intuit to validate your claim."

This whole process is unacceptable in my opinion.

[msilver2]

I just received a CRA audit for 2021, 2022 and 2023.
All three audits resulted in an error with Ontario CARE tax credit.
I now owe a substantial amount + interest.

I checked the software and found the issue.

I am using TurboTax Canada Standard edition.
In the 2021 edition, the software calculated the CARE tax credit and showed the amount in form ON479.

If you check form ON479 it tells you to complete form ON479-A to calculate the amount even though it already has calculated the amount for you. Unfortunately, if you search for forms, there is no ON479-A.

In hindsight, I noticed that there is a form called ONCARE which should have been named ON479-A.

Even though I am filing a joint return with my spouse, TurboTax defaulted to only calculating the credit using the income from the lower earning spouse. You have to go to the ONCARE form and select that there are two or more supporting persons, and one is your spouse. Once you do this, the credit amount is calculated using the household income.

I don't understand why the software wouldn't just default to two supporting persons, when you are filing a joint return.

Also, why would you even know to check the calculation? Am I expected to manually check every calculation?

The same issue existed in the 2022 and 2023 versions.

I checked the 2024 version and noticed that they corrected the form name.

I haven't checked to see if the calculation defaults to the household income.

I consider this to be a TurboTax issue, and I am going to request a refund for the interest charged by the CRA which is close to $1800.00

Let me know if you will do the same!