Turbotax Claims



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Q: How does one submit a claim for an accuracy guarantee? How does one contact Turbotax for this purpose?

A: As shown in the video...
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Relevant Material: "The TurboTax 100% Accurate Calculations Guarantee promises to reimburse you for any IRS (or state/provincial) penalties and interest you are charged solely because of a calculation error in their software. 
Key Details and Limitations
  • Covers Penalties and Interest: The guarantee covers only the penalties and interest resulting from a verified TurboTax calculation error. You are still responsible for paying any additional tax liability you may owe.
  • Does Not Cover User Error: The guarantee does not apply if the penalties resulted from:
    • Failing to enter information accurately or misusing the service.
    • Omitting pertinent information or including inaccurate information.
    • Failing to file an amended return after TurboTax announced a correction to the software in time for you to do so.
  • Expert Errors: For products like TurboTax Live (Expert Assist or Full Service), a separate "100% Accurate, Expert-Approved Guarantee" covers penalties and interest resulting from an error made by the assigned tax expert.
  • Claim Process: If you receive a notice from the tax authority, you must submit a claim to TurboTax in writing (usually within 30 days of the notice date) and provide documentation for review.
  • Lifetime Coverage: For individual returns, the guarantee is generally good for the lifetime of your tax return, which Intuit defines as seven years from the date you filed it. 
For full terms and conditions, you should consult the TurboTax website for the official terms of service or software license agreement that applies to your specific product version and tax year. .." (Google) 


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