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Level 2
February 2, 2026
Question

I have the QuickBooks Self-Employed Tax Bundle but turbo tax is trying to charge me anyway. Why is this?

  • February 2, 2026
  • 7 replies
  • 7 views
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7 replies

Level 2
February 3, 2026

Thank you @JTR84 for posting this question. I am also encountering the same issue and would like to understand the reason for the price charge if the Quickbooks Self-Employed Tax Bundle comes with TurboTax Self-employed (1 federal, 1 state return included). 
When available, may an Intuit Turbo Tax representative let us know how we can have the Turbo Tax payment reflect our Tax Bundle subscriptions (i.e. take off the charges for Turbo Tax's 1 federal and 1 state filing since it comes with the Tax Bundle)? 

A little background context (what I am seeing in TurboTax while filling out tax returns):

I verified that I was using the same login username/email, and I was able to connect my Quickbooks information to TurboTax Business, and when it imported Quickbooks, I saw a message that stated

"Since you use QuickBooks Self-Employed, we upgraded you to TurboTax Self-employed at no extra cost."

However, instead of "Turbo Tax Self-employed," it switched to Turbo Tax Premium (which seems to be the updated renamed version for Turbo Tax Self-Employed after it combined with Turbo Tax Online Premier, but let me know if I am mistaken). When I reached the "File" section, even though I have the Self-employed Tax Bundle subscription, it is still charging for Turbo Tax Premium and 1 state federal filing.

Level 2
February 14, 2026

I am having the exact same problem. I was planning to call customer service today. I had a similar issue last year and was able to receive a refund after I called, but I would prefer they would resolve these things on the front end!

Level 2
February 14, 2026

Agreed. I do hope the issue they are encountering is resolved by next year's tax season.

Level 2
February 5, 2026

Hey @JTR84 , this is just a temporary solve for this issue, but I went ahead and asked Quickbooks customer service to give me a call (when you go into your Quickbook's site, click on the help icon on the upper right toolbar, then click the button on the bottom "contact us," after typing a quick search of your question, you can go to the bottom and click the "Call back" option for customer service. 
After talking to them, it seems like multiple customers are having the same issue, so while they are addressing the issue on their end, they gave 2 options: (1) they will provide a service code which will cover the cost of the 1 federal and 1 state filing, but will take about 2-4 weeks to process, or (2) you can go ahead and pay it now and Turbo Tax will reimburse you, the reimbursement may take 2-4 weeks to process.
[Edit: Made revisions above - the service code should be sent to you fairly quickly, it is the reimbursement that may take 2-4 weeks. Pardon the mix-up.]
Hope this helps you and anyone here encountering the same issue. 

RachelW33
Alumni - Expert
Alumni - Expert
February 6, 2026

Another option is to contact TurboTax customer support.  Please see How do I contact TurboTax?

 

@JTR84 

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Level 2
February 28, 2026

I actually just got off the phone with Turbotax about this exact problem. I have never had a problem with this before after using self-employed for 9 years, this is the 1st time.  I started my taxes a couple of days ago and when I left it it did say the filing was included.  I didn't have to pay extra. But today I signed back in to finish it and it is not saying I owe $138.  It's a Saturday and I can't call Quickbooks because they are closed so I called Turbotax.  After much confusion about the issue and being told that I might have been disqualified for some reason we concluded that it was a problem on Quickbooks end.  Probably something to do with the system recognizing that I already paid for these features.  That means there isn't anything Turbotax can do from their end.  I recommend calling Quickbooks first since it seems to be a problem with how the account is connected.  I am going to call them on Monday and see if they can either reconnect the accounts or give me a service code because Turbotax can't do it.

VolvoGirl
Level 15
February 28, 2026

OK keep us posted here, for how it works to file from Quickbooks, etc.  

Level 2
February 24, 2026

I have experienced the same thing and I called TurboTax during the evening hours, and the guy was no help to me at all. He seemed to not even know or understand about the TurboTax bundle so then I have called and talked to QuickBooks a couple times you put in for them to give you a call back. They told me the same thing. Another reply had said which was that they are having trouble with the bundle codes working when you import your info to TurboTax it’s also trying to charge me and quickbooks helpdesk told me that they would email me a code, but she did say it may or may not work. They’re trying to work out the issue. She suggested that I go ahead and pay for it and then call them back I guess and then they would give me a refund, but it would take about 2 to 4 weeks to go through so I’ll be waiting for my email with the code to try. I did record my phone call which I would suggest for anybody to do on the iPhone you’re able to hit the little three dots and hit record so hopefully this code will work 

VolvoGirl
Level 15
February 24, 2026

I don't think the SE bundle is still available. Looks like you now can do the tax return inside of Quickbooks. Will this help ?
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/send-quickbooks-self-employed-tax-information/L5H8MK9l0_US_en_US

Level 2
March 27, 2026

I was just denied refund even though I paid for QuickBooks Self Employed Tax Bundle:

 

"Thank you for reaching out to us regarding your recent refund request for your TurboTax Online purchase.

We regret to inform you that your request related to the TurboTax Online product linked to Case #[phone number removed] has been denied.

As explained in our Terms of Service, TurboTax Online can be used at no cost up until the point that you submit payment. Once payment has been received, the product is considered to have been used to prepare your taxes, regardless of whether you print or electronically file your return, or if your return is rejected by the agency you filed with. While refunds may be processed in certain limited circumstances described in our posted policies for refund requests, your request is not eligible for refund.

Warm regards,

TurboTax Customer Service & Support"

 

I'm getting really upset about this.  Intuit owes me a refund for TWO years of tax filings now....do I need to file a lawsuit to get their attention?  They need to get it together.

Level 2
April 14, 2026

It's the night before filing and I am having the same issue.  -______-

CatinaT1
Level 15
April 14, 2026

In the community we do not have access to information about your account.  You will have to call TurboTax Customer service.  Here is a link:  Turbo Tax Customer Service 

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Level 2
April 15, 2026

Unfortunately, I experienced this issue as well. Last year I had no problems at all using the Quickbooks Self-Employed Tax Bundle. This time, everything seemed fine as my information transferred from Quickbooks to TurboTax, but at the end of the process it was trying to charge me for the $129 Do It Yourself TurboTax Premium product.

 

I spoke with Quickbooks support first as another user in this thread suggested, and they transferred me to TurboTax support. I explained the situation, and I was given a partial discount code and the recommendation to pay and then submit a refund request. Customer support suggested that it could be because I manually edited my income and expenses after transferring from QuickBooks that I no longer qualified for the TurboTax in the bundle. This didn't make sense to me because I had no problems doing that last year, but I went ahead and paid and requested a refund as suggested. 

 

My refund request was denied shortly after with the reason in the email being that I'd paid for the product and did not qualify.

 

I appreciate the customer support people's attempts to help me, but there seems to be a great deal of confusion about this QuickBooks bundle, and it's difficult to get any clear answers about it. This has been the worst experience I've had with TurboTax after years of using Intuit products, and it has me seriously considering looking for alternatives to QuickBooks and TurboTax for the future.

Level 2
April 15, 2026

My first reply was marked as spam for some reason, so maybe I needed to be more concise. Long story short, I attempted to get a refund, and I was denied because I paid for the product, even though that was what the TurboTax customer service representative recommended I do prior to submitting a refund request. Support did provide me with a partial discount code before I paid, which was appreciated, but I have been using TurboTax for several years, and this is the first time I've seriously begun considering moving to another product for my taxes. I feel I did not get the service I paid for in signing up for the QuickBooks Self-Employed bundle, and this is a very frustrating situation.