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I paid for turbo tax but only needed and used the free version, can I get a refund?

 
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3 Replies

I paid for turbo tax but only needed and used the free version, can I get a refund?

You are posting from online Deluxe Live which provides live help from a CPA.   The time to downgrade or switch to a less expensive version is BEFORE you e-file the return----just like when you order and eat a steak at a restaurant and later on wish you had just ordered a burger.   But you can have that discussion with customer support.

 

To call TurboTax customer support

https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number

Customer support is available from 5 a.m. to 5 p.m. Pacific time Monday-Friday.

 

 

No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word “refund.”

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

I paid for turbo tax but only needed and used the free version, can I get a refund?

Aw thanks smart***
Let me re-phrase it for you.

Turbo Tax made it sound like I needed their deluxe version to file due to special circumstances, so whatever I had no problem paying for it and did, however after going through their “special circumstance” stuff, none of it applied to me and then it was too late to go back and undue already choosing the deluxe version. Just asking if anyone has been able to get a refund from a similar situation. Didn’t ask for you specifically to give me a refund. 

I paid for turbo tax but only needed and used the free version, can I get a refund?

You can always clear and start over before you register, pay or e-file, or if you qualify you can switch to the Free File version.

 

WHY DO I HAVE TO PAY?  I WANT THE FREE EDITION

 

The information that you can enter in Free Edition is pretty limited now.  Thanks to the new tax laws that began for 2018 returns, there are no more simple Form 1040EZ or 1040A's.  Everything goes on a Form 1040 that has three extra "schedules" with it, and if you need any of those schedules, you are not able to use the Free Edition.  Using the standard deduction instead of itemizing does NOT mean you will not need any of those schedules.https://ttlc.intuit.com/questions/4511011-what-happened-to-the-1040a-and-1040ez   If you started in the Free Edition and entered any data that required any of those three schedules, you have to upgrade to a paid version.   The Free Edition cannot be used for self-employment income, investment income, rental income or a student loan interest deduction,

 

https://www.irs.gov/forms-pubs/about-form-1040 

 

CLEAR AND START OVER

https://ttlc.intuit.com/questions/2586254-how-do-i-clear-and-start-over

 

 

If you qualify to use it, there is another full-featured free version of the software:

Try Free File: 

You qualify if your income was $39,000 or less, or $72,000 or less if active duty military, or if you qualify for Earned Income Credit

https://ttlc.intuit.com/questions/1900583-what-is-turbotax-free-file-program

 

 

Note:  If you do not qualify to use Free File then you will have to upgrade to Deluxe or higher in the paid versions of the software.   

 Online Deluxe $40  State software $40

 

 

Or—-Use this IRS site for other ways to file for free

 

https://apps.irs.gov/app/freeFile/

 

 

 

 

If your TurboTax fees are higher than expected, you can reduce them by removing add-ons:

 

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
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