Thank you!
Posting the claim process below for others. Seems like a lot of "hoops" for a customer that just helped TurboTax and other users by identifying a problem in their software. But, I guess I'll play the game.
(b) TurboTax Maximum Refund Guarantee – Individual Returns. The TurboTax Maximum Refund (Tax Savings) Guarantee is for the lifetime of your 2023 individual tax return, which Intuit defines as seven (7) years from the date you filed it using TurboTax Online. The Guarantee applies only to individual returns filed using TurboTax (excluding business returns), and only if filed with the IRS or, in the case of state returns, the relevant state tax authority, all subject to the
terms below:
- If you are a registered user of TurboTax and use TurboTax for preparation and filing of your 2023 individual return, and later file an amended return using identical information and data but using a tax preparation method other than TurboTax, and you receive a larger refund amount or pay a smaller tax due amount using such alternative method (excluding where any tax law changes made by federal or state governments after your original TurboTax-based return was filed cause a change in refund or tax due), then Intuit will refund to you the applicable purchase price actually paid by you for the preparation and filing of your 2023 federal and/or state individual return using TurboTax Services. TurboTax Free Edition customers are entitled to payment of $30 in such case. To qualify, the larger refund or smaller tax due cannot be attributed to variations in the information or data you used for such alternate tax preparation method or for positions taken by you or your alternate preparer or method that are contrary to the law, or to changes in tax law that occurred after you filed your return using TurboTax.
- Claims must be submitted within sixty (60) days of the date you receive a larger refund amount or pay a smaller tax due amount and no later than seven (7) years after the return was filed, which Intuit defines as the lifetime of the tax return.
- To submit a claim, you must provide Intuit with the following documents via first-class U.S. mail and add USPS Tracking to your shipment to ensure tracked delivery:
- copy of your TurboTax proof of payment (i.e., sales receipt) and/or shipment packing slip,
- copy of your proof of payment for another tax preparation method (unless done manually by you),
- copy of your TurboTax data file and return,
- copy of the printed and filed tax return from the other tax preparation method; and
- a letter summarizing your refund or tax due amount using TurboTax and your refund or tax due amount using another tax preparation method.
You must send all of the foregoing by mail to TurboTax Maximum Refund Guarantee, 2800 E Commerce Center Place, Tucson, AZ [removed]. You must maintain separate copies of all submitted items for your records. Claims of non-payment of a refund of your TurboTax purchase price will require photocopy substantiation of all required items. Please allow up to 6 weeks for processing and delivery. If after 8 weeks you have not received your check, contact us via the TurboTax support website. Any materials submitted to Intuit are understood to be non-returnable. You are responsible for maintaining all documents necessary to qualify for the Guarantee.
- All other fees you may have paid to Intuit for additional services or as add-ons to your Tax Year 2023 return are excluded from this money-back guarantee, including but not limited to electronic filing fees, Audit Defense, Refund Processing Service and technical support fees, if any. This guarantee cannot be combined with the Satisfaction Guarantee below. This guarantee does not apply to business returns.
