tpg return less

[dimi1119]

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]

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 ?  

[dimi1119]

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

[Critter-3]

Again if you used the downloaded program you cannot possibly have anything going thru TPG  so you must have used the online program and requested that some fee was to be withheld from the fed refund for an extra bank fee.   Could you have bought the downloaded version but used the online version by mistake ?  

[Critter-3]

How to review your fees

https://ttlc.intuit.com/community/charges-and-fees/help/how-do-i-review-my-fees-in-turbotax-online/0...

Check with TPG

Once you have confirmed that your refund has been released by the IRS and you have selected a Refund Transfer from Santa Barbara TPG you may check the status of your Refund Transfer by visiting our website. 

Check the status of your Refund Transfer

For more information, please see the link below:

TPG Santa Barbara Tax Product Group

[VolvoGirl]

You can have the state efile fee in the Desktop program deducted from a federal refund.  If you filed before March 1 the  efile fee was $20.  Went up to $25 on 3/1.   Then there Extra $40 Refund Processing Service charge (45 in California).  So it could be around $65 plus sales tax.

[Critter-3]

Oh yeah ... not many folks would voluntarily pay an extra $40 to pay a $20 fee especially if they already bought the downloaded program.  But if that is what the OP did they have no recourse to get the fee refunded since they had to agree to the terms TWICE in the system.  

[VolvoGirl]

Screen shot (old)

[dimi1119]

Thank you, no, there is no way that could have happened.  I did everything through the desktop version.  I have all the screen shots to prove it.  I checked and rechecked and rechecked my return a million times, all through the desktop version.  I specifically did the desktop because there were parts of my return the required it.  I couldn't use the simple online version.  It was literally impossible for me to use the online version.  I would remember, it was only about a month ago.  

[dimi1119]

Thank you for those images. Yes exactly, I remember this part. and I chose to PAY WITH MY CREDIT CARD. And in addition, ALL the turbo tax fees, I paid upfront with my credit card. I remember specifically that I did NOT choose to have any of the fees deducted from my return.  I paid all the fees upfront. 

[DoninGA]

Does your credit card statement reflect the payment of the TurboTax fee for the state e-file charge of $25?

[VolvoGirl]

So did your refund deposit say TPG on it or from the Treasury department?  Could you have added another state or service?

If it came through TPG then better contact Turbo Tax

 (You need to pick the CD/Download program in the product drop down box.) 
https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-contact-turbotax/00/26991

What is the Turbo Tax phone number
https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632

[Critter-3]

There is no other way for the TPG to get involved unless you asked for it to happen ... open your return and save the PDF and look at your paperwork ... do you see the Processing Bank agreement ?  Review the steps you took in the FILE tab ... which path did you take? 

https://ttlc.intuit.com/community/saving/help/how-do-i-save-my-return-as-a-pdf-in-the-turbotax-softw...

[dimi1119]

i triple checked my credit card statement. when purchasing the turbo tax desktop software in 2022. i made three different payments in total.

the initial payment was for $42.65 (turbotax desktop basic)

then the second payment was for $31.99 

and the third payment was for $47.98

the total of all three payments being $122.62

I did find the "Refund Processing Agreement" page in the turbo tax pdf file.

So now I see where these charges were deducted.  But my question still remains.  What are these processing fees and turbo tax fees, 40 and 25 dollars.  If I already paid 122.62 dollars to turbo tax.

Expected Federal Refund $8,220.00
Less Processor Refund Processing Fee $40.00
Less TurboTax Fees $25.00
Less Fees for Additional Products and Services Purchased $
Expected Proceeds* $8,155.00

thank you for your help

[VolvoGirl]

I don't know what the third credit card charge was for.  But if you bought Basic you had to buy the state program download separately.   You could have bought Deluxe or higher.  Those come with a free state program.  But it is still 20/25 to efile state.

So you had the $25 state efile fee deducted from your refund with a $40 service charge.  You could have paid with a credit card to avoid the extra service charge.  

I would ask what the second or third charges were for.  Did you buy 2 different state programs?