Post # 1
I like to file my taxes online through Turbotax. It’s always been good to me and I’ve always been able to find the answers to questions I had and was able to look over everything to make sure it was correct.
Fiance goes through Jackson Hewitt. He filed today and he said the guy was a jerk and he wasn’t able to ask him many questions at all. When he got home, I make him pull out the paperwork because his tax return was significantly less than it has ever been in the past and that didn’t seem right to me. Well, it turns out that his tax preparer put him as ‘married filing seperately’ even though we aren’t married yet.
This one mistake disqualified him from the Earned Income Credit… and it’s a big difference financially.
Can he go back tomorrow and have them correct it or is it too late? And, considering they made the mistake, would he have to pay extra to fix it?
Post # 3
Yes, they can fix it. It is easier if they have not actually submitted it yet. Some prepares batch a whole bunch at one time, so it may not be sent yet. If it has been sent, they will need to prepare an ammended return. No big deal, it is just more paperwork. If they try to charge him for it then I would ask for a supervisor, as it is their mistake and they should take care of it for free. Look at the paperwork he signed, there may even be some kind of credit from them if it is done wrong. I know the big preparer in town says that if you find an error, they give you double the mistake back. It prob isn’t there, but it is at least worth the time to read through it.
Post # 4
As a CPA I double what the poster above said. If they haven’t submitted it yet it’s easier but even if not you can do an amended return.
Post # 5
thanks! it’s good to have some people confirm that.
And i had my mom go over FIs paperwork with me this morning (as she used to do them for our local military base as a job) and she found at least THREE different errors and/or missed credits that jackson hewitt missed and never asked Fiance about. Errors that add up to more than $3000.
I wrote out a page of notes of all the different topics that Fiance should bring up with jackson hewitt and all the different reasons why. he is also supposed to remind them about their guarantee.
I also told Fiance that he is no longer allowed to use them for his taxes. We will be having my mom do our taxes for us next year.