About our Accurate Calculations Guarantee

What is the Accurate Calculations Guarantee?

If the IRS and/or applicable state tax authority imposes penalties and/or interest on you due to a Credit Karma Tax calculation error, we will reimburse you up to a maximum of $1,000 in the form of gift card(s).

How do I qualify for the Accurate Calculations Guarantee?

In order to qualify, all of the following conditions must be met:

1. You filed your original and amended (if applicable) 2018 federal and/or state tax return with Credit Karma Tax.
2. The penalty and/ or interest does not apply to a form or calculation that Credit Karma Tax did not support at the time you filed your 2018 federal and/or state tax return(s)
3. The penalty and/or interest pertains only to your individual tax return and not a business return.
4. You paid the penalties and interest described above in Section 1 to the appropriate tax authority on time.
5. The penalty or interest are not due to:
   • an incorrect entry of data by you on your tax return(s);
   • claims or positions you make on your tax return(s) that are contrary to law;
   • your failure to file an amended return after we announce any updates or corrections to the Credit Karma Tax software;
   • your failure to correct and resolve errors identified by Credit Karma Tax;
   • your failure to provide all necessary information for Credit Karma Tax to assess your claim; and/or
   • any other reason outside the control of Credit Karma Tax.
6. The penalties and/or interest were for a return filed on or before the IRS tax filing deadline, or if the filing date is properly extended, a return filed on or before October 15, 2019. Any late filing or late payment penalties and/or interest from the IRS tax filing deadline to the date you actually file your return does not apply to this Accurate Calculations Guarantee.
7. You submitted a claim to Credit Karma Tax, Inc. Attn: Accurate Calculations Guarantee Claims, P.O. Box 49249, Charlotte, NC 28277-9249 within sixty (60) days, but no later than December 15, 2019, of receipt of the first notice (not subsequent notices) from the relevant tax authority regarding your 2018 tax return that you filed with Credit Karma Tax.
8. When you submitted your claim, you sent the following information to Credit Karma Tax at the above address:
   
   1. Credit Karma Tax Accurate Calculations Guarantee Claim Form (all sections must be filled in);
   2. Copy of the first penalty and/or interest assessment notice from the IRS and/or state tax authority;
   3. Proof that you paid the penalty and/or interest; and
   4. Any other relevant information Credit Karma Tax reasonably requests.
9. You took any action reasonably requested by Credit Karma Tax, including filing an amended tax return if necessary, to limit any further penalties and interest from accruing.
10. You have complied with all terms of this Guarantee, the Credit Karma Tax Terms of Use, and Credit Karma Tax Privacy Policy.

Other recommended actions:

• You should pay the penalties and interest on your assessment notice as soon as you can. Credit Karma Tax will not pay the tax authority directly on your behalf.
• You are responsible for the tax owed on your return(s) and notice.
• You should respond to the IRS and/or the state taxing authority with any information requested as soon as possible.

What documents must be included for my Accurate Calculations Guarantee claim?

When submitting your claim, you must include the following documents:

1. Credit Karma Tax Accurate Calculations Guarantee Claim Form (all sections must be filled in);
2. Copy of the first penalty and/or interest assessment notice from the IRS and/or state taxing authority (we’ll only reimburse penalties and interest on the first notice received, not on subsequent notices)

Failure to include both of these items in your claim package will result in denial of your claim.

Where do I send my Accurate Calculations Guarantee claim?

All documentation listed above must be mailed in a complete package to the following mailing address:

Credit Karma Tax, Inc.
Accurate Calculations Guarantee Claims
P.O. Box 49264
Charlotte, NC 28277-9249

We strongly encourage you to use USPS, FedEx, UPS or a service that allows you to track your package.

How do I know if my Accurate Calculations Guarantee claim has been accepted or denied?

We’ll review each claim package individually, and acceptance or denial of claims is within our sole discretion. We may give you a call or send you an email to clarify some items. Once we’ve completed a review of your claim, we’ll send you an email with an acceptance or denial of your claim. Acceptance of your claim will result in you receiving a gift card in the amount of the penalties and/or interest you were assessed up to $1000.