tpg return less

Forum|Forum|4 years ago
May 13, 2022
1 reply
2 views

Dear Turbo Tax Support,

For my federal return, I was support to receive $8,220.00. But only received $8,153.34, the difference being $66.66

I understand this is a relatives small amount. But I would just like to know, because I wasn't made aware that any ADDITIONAL charges would be deducted from my federal return. I paid all the TurboTax fees up front with my credit prior to filing.

I was using the desktop cd software version of turbotax to file the taxes. I paid for the software, paid for the additional state charge, plus another fee. I have a record of all of these purchases on my credit card. But then I was never told that there is this 3rd party called TPG that would also take their cut from my return. May I know, what exactly was the $66.66 dollars for? I check on https://taxpayer.sbtpg.com/dashboard, and it breaks down the $66.66 as total bank fees + total other fees. What exactly are these bank fees? I thought that a direct deposit from the IRS is free of charge. Thank you so much for the help.

Critter-3

Level 15

If you paid the fees upfront there is no way for you to use any third party processing services ... so check the IRS site to see what the IRS released. Did they reduce your refund ? And did you also have a state refund ? Did the state send it yet ?

dimi1119Author

Level 4

My state refund which was deposited directly into my checking account was EXACTLY the amount that turbo tax calculated. The were no issues there what so ever. Everything was correct and good.

However, the federal return amount which turbotax calculated was 8220, which is EXACTLY the same amount on the IRS website, when I log into my IRS account and check the numbers on their end.

So I am not sure why TPG deducted the 66.66 dollars.

Thank you for your help

VolvoGirl

Level 15

yes so here is how it broke down,

i had federal, nj state, ny state (live in nj, work in nyc)

when i purchased desktop basic (1st purchase), then upgraded to deluxe (2nd purchase), which included 1 free state

then i made a 3rd purchase for the 2nd state.

so that's where those charges were from

but i don't remember anywhere in the desktop version, that it asked me to opt into the tpg refund processing fee. NO WHERE.

again, the fine print on the "agreement" page in the pdf file state:

"THIS FEE IS COLLECTED ONLY AT THE TIME THE REFUND(S) OCCURS. YOU CAN
AVOID THIS FEE AND NOT USE THE REFUND PROCESSING SERVICE BY INSTEAD PAYING THE
APPLICABLE TURBOTAX FEES TO INTUIT INC. BY CREDIT OR DEBIT CARD AT THE TIME YOU FILE YOUR
2021 FEDERAL INCOME TAX RETURN(S) AND ELECTING TO HAVE YOUR REFUND(S) DIRECTLY
DEPOSITED IN YOUR OWN BANK ACCOUNT OR MAILED TO YOU."

let's focus on the part that says, "you can avoid this fee and not use the refund processing service by instead paying the applicable turbotax fees to intuit inc by credit or debit card at the time of you file your 2021.

which is EXACTLY what i did. so how is it possible that i was still charged those processing fees.

New York is free to efile. All other states are $20 to efile (25 after March 1). So you had the NJ state efile fee deducted from your refund for which there is a Extra $40 Refund Processing Service charge. To opt out and pay it with a credit card you would have needed to go back through the File tab and change to pay by credit card .