TurboTax:Important Information About Your 2007 Tax Return

Saturday, February 23rd, 2008 | Uncategorized

So I have been doing an intermittent series on using technology to improve your life. Here’s a case where relying on technology could seriously mess you up…

I received a free CD from TurboTax in the mail with their latest software. Pretty cool idea: it’s free until I decide to file. I used TT last year, so I figured that I would go ahead and use it as I wanted to get started on my taxes early to do some planning for our finances. So I start working through it and filled in my income, investments, etc. It then takes me to the “Federal Review” and tells me I owe a freaking large amount of money! I am trying to figure out what happened when I realize that I never entered in any of my deductions! We have several big deductions include mortgage interest and charitable giving, so I’m figuring I somehow missed it. After spending an hour or so looking for it I cannot find it! I finally gave up and sent an email to TurboTax support.

Today (a week later) I got the email shown below with the subject line shown at the top of this blog post. I don’t know how widespread this was, but this was a huge blunder by a very well-known company.

Important Notice

Dear David Bourgeois:
We have important information about your 2007 tax return.The TurboTax Home & Business software you installed did not include some of the functionality designed to help you with your deductions and credits. We’ve corrected the issue, but you must update the software next time you use it in order to ensure you claim all of the deductions and credits you deserve.If you have not yet finished and filed your Federal return, please update your software and complete the Deductions and Credits section:

Step 1. Go to: (specific URL here)
Step 2. Follow the instructions for a One-click Update.
Step 3. Click on the Deductions and Credits tab:

Step 4. Complete the Deductions and Credits section and finish your return.


If you have already filed, please call (888) 777-4160 at your earliest convenience. We’ll walk you through the process of amending your return, if necessary, and answer any other questions you may have.

We are committed to helping ensure that you receive every deduction to which you’re entitled. We apologize for any inconvenience this may have caused.

Sincerely,

The TurboTax Team

Did anyone get caught by this and actually file? This could be a huge black eye for Intuit!

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6 Comments to TurboTax:Important Information About Your 2007 Tax Return

Mo Mo
February 23, 2008

No way. Who in there right mind wouldn’t update the software the second it installs? When I installed mine 2 weeks ago the first thing it wanted to do was go out to the Internet to update which it did. If people aren’t updating their software then they probably shouldn’t be doing their own taxes.

dave
February 23, 2008

Mo Mo – that’s just it. I DID update my software when I first installed it last week – it was fully up to date! I sent in my problem report to Intuit after an hour of searching for the deductions feature and it took a week for the fix to be available.

But here is the key point: THEY DID NOT HAVE THE FEATURE ENABLED AT ALL! How can you release tax software that does not have the ability to itemize deductions enabled in the first place? What other features are not working?

Dave

Mark
February 28, 2008

I actually received a vioce mail message asking me to call Turbo Tax because of errors. The 888 number matches nothing on their web page and Im suspect this is some phishing scam for my important information. I downloaded all updates prior to using TT and already received my refunds. Maybe this is for real but I am suspect it’s a phishing scam.

dave
February 28, 2008

Mark -

I would think so as well, except that my version of TT did not have any place for me to enter deductions. Once I downloaded the update from the TT web site, it worked fine.

Dave

Clint
March 15, 2008

Now, I’m concerned about my tax return. This is my first year filing taxes using TT. I downloaded it from their website and electronically filed my taxes. I did itemize for charitable contributions, but now I just have a weird feeling about filing using TT. I don’t think I’ll do this again. This isn’t good for TT. With as crazy as the IRS is, I don’t think people want to take chances.

Maxwell
April 5, 2008

I’ve found dealing with TurboTax “customer support” worse than dealing with the IRS!

They insist that you allow their program to go online whenever it wants, and make downloading updates to their program manually difficult (when it should be very easy). The actual processes took a few seconds, but the headache of entering in all kinds of personal data just to get to speak with a real person (who then asks for all sorts of other personal info) is a pain in the behind.

They actually warn you that it is going to take “HOURS” to download things, and “45 minutes” on hold to speak with someone. The waiting was seconds to download and a few minutes to speak with someone. They really don’t want to deal with you is my impression.

They guard their 800 number: 1-800-854-3970 by making you fill out forms to find it, and then require an “incident” number to talk to someone. This is not “Customer service” it’s “customer avoidance” at it’s best.

Their programs are great and ez to use. I wish they actually cared about fulfilling customer service.

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This blog is where I share the latest thoughts on my research in the world of Internet ministry. Feel free to join the conversation by leaving a comment. For more information on what I am doing in 2010, see my first post of the year. To find out more about me, my company, and this web site, or to see what resources are available on this site, click on the images right below this.

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