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Yes ... read the article here : https://www.nytimes.com/2022/05/04/business/turbotax-intuit-settlement.html
The settlement will affect 4.4 million customers eligible for the I.R.S. Free File program who were maneuvered to use TurboTax’s free edition in the tax years 2016 through 2018. Customers will be notified automatically and sent checks amounting to roughly $30 for each year that they were compelled to pay for TurboTax.
How do I get my settlement
@neicy_32 wrote:
How do I get my settlement
READ the answer directly above the message you just posted.
Turbotax has always been "free to start" but your final price depends on the forms you need. It's only ever free for the most simple types of returns. And before you ever got bumped up to a paid version, there was an on-screen notification and you were free to back out and find another tax provider.
The settlement covers 2016-2018 and deals only with specific issues:
1. The IRS free file program allows free filing for incomes under $34,000 even if the tax return requires complicated forms. Here, the problem was that if you went through the regular Turbotax web site, you would be charged based on the forms you used, even if your income qualified you for the IRS Free File program (under $34,000). Turbotax allegedly hid the Free File program and directed users to the "free to start with paid upgrades" version instead.
2. If you started in regular Turbotax and wanted to switch to the IRS free file version, you had to start over from scratch, you couldn't just migrate the information you already entered. This was argued to be a disincentive, to discourage people from switching to the free IRS version even if they qualified.
If you paid turbotax fees for tax years 2016-2018 and your income was under $34,000, Turbotax will contact you to issue a refund. For other years or higher incomes, you are not covered by the settlement.
Currently, Turbotax offers free filing for simple returns, and paid filing for everyone else, and they no longer participate in the IRS free filing program for low income taxpayers. If you qualify for this program, you can find a list of participating providers on the IRS web site.
@Critter-3 wrote:
Yes ... read the article here : https://www.nytimes.com/2022/05/04/business/turbotax-intuit-settlement.html
The settlement will affect 4.4 million customers eligible for the I.R.S. Free File program who were maneuvered to use TurboTax’s free edition in the tax years 2016 through 2018. Customers will be notified automatically and sent checks amounting to roughly $30 for each year that they were compelled to pay for TurboTax.
Unfortunately The NY Times is behind a paywall for most people. Here is the press release from the NY attorney general.
I didn't get email and then a phone call leaving a message on voice mail what I need to do
I do I claim my part?
@neicy_32 Did you not read anything in this thread?
The settlement agreement covers users who used TurboTax in 2016, 2017 or 2018. If you are one of the affected users you will receive about $30 for each of those years in which your income was $34,000 or less and in which you started in the Free Edition and were upgraded to a paid version of the software.
"Covered Consumer" means any individual, or individuals if a joint return was filed, who in Tax Years 2016, 2017, or 2018 was (1) eligible to use an Intuit IRS Free File Product; (2) began his or her tax returns using a TurboTax Free Edition Product; (3) was informed that he or she was ineligible to use a TurboTax Free Edition Product; (4) subsequently paid to use a TurboTax Paid Product, and (5) had not used the Intuit IRS Free File Product in a previous tax year.
You do not have to “sign up” or get on a list. The payments will be sent out automatically to the affected users. We do not know yet how soon the payments will be sent.
I was told to reply back if I haven't received my paper check by 9--23-22 I haven't received it
@janimoor Not sure who told you that.
The settlement agreement covers users who used TurboTax in 2016, 2017 or 2018. If you are one of the affected users you will receive about $30 for each of those years in which your income was $34,000 or less and in which you started in the Free Edition and were upgraded to a paid version of the software.
"Covered Consumer" means any individual, or individuals if a joint return was filed, who in Tax Years 2016, 2017, or 2018 was (1) eligible to use an Intuit IRS Free File Product; (2) began his or her tax returns using a TurboTax Free Edition Product; (3) was informed that he or she was ineligible to use a TurboTax Free Edition Product; (4) subsequently paid to use a TurboTax Paid Product, and (5) had not used the Intuit IRS Free File Product in a previous tax year.
You do not have to “sign up” or get on a list. The payments will be sent out automatically to the affected users. We do not know yet how soon the payments will be sent.
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