I’m extremely disappointed with TurboTax this year.
I used TurboTax Online to file my 2024 taxes. I entered my Chase account info for both my state tax payment and federal refund. I even received confirmation that the payment would be debited directly from that account.
Instead, TurboTax routed both my refund and state payment to an old E*TRADE account — an account I had never authorized for tax payments or refunds. The only interaction I had with that account was importing investment documents for tax purposes. Somehow, TurboTax’s system overrode my refund and payment info without my consent.
As a result:
• My state payment failed, and I was hit with a $30 penalty by the Maryland Comptroller
• TurboTax still charged me $64 for filing my state return, even though the payment was never submitted
• I was charged a $40 Refund Processing Fee, even though my agreement clearly stated I would be charged $0.00
This situation has cost me money, delayed my refund, and caused significant stress. I submitted a refund request with full documentation and screenshots, only to be met with a generic denial message that ignored all of the specifics I outlined.
I spoke with a helpful TurboTax representative before submitting the request, who confirmed I should ask for a refund and that my case had merit. Despite this, I was dismissed without any actual review.
I’m asking TurboTax to take this seriously and escalate my case for full review. If this is not resolved, I’ll be filing complaints with the IRS, CFPB, and Better Business Bureau. I’m also prepared to share my experience more widely so others can protect themselves from similar issues.
This was not a user error. This was a system failure that caused real financial harm.
