my father outlived his life insurance policy. Therefore, they paid out his life insura...
GetHuman-kaskillm's customer service issue with Turbo Tax from August 2018
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The issue in GetHuman-kaskillm's own words
my father outlived his life insurance policy. Therefore, they paid out his life insurance. He died a month later. *We received a ****R from the insurance company showing it was a payout(not a death benefit). Turbo tax carried the payout as a death benefit over to the state form. The state has just informed us that we can not claim the payout as a death benefit. Therefore, we owe tax on that amount. They also charged us interest on the tax that was not paid. This was an error in the Turbo Tax software as it clearly was filed as a payout on the federal tax form but carried over to the state form as a death benefit. How can we claim a refund from Turbo Tax for the interest? Thank you.
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