Get your taxes done using TurboTax

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@ boris010 wrote:

Thank you for replying to my question.  I am using the online version, and I can appreciate your not wanting to give me access to forms and worksheets before I pay.  My usage of TurboTax is driven by my opportunity to receive free usage and filing for both federal and state returns from T Rowe Price.  I qualify for this by having enough money under their management.  I have been doing this for many years.  Please let me know how I can get access to this info when a financial institution is paying the bill.

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This is mainly a user community forum, not a direct route to TurboTax Support.  I'm a fellow user, but we can tell you how to reach them, if necessary.     Are you signing in through a special discount portal at the T Rowe Price site?   That's normally how TurboTax knows you qualify for a product discount (apparently 100% discount in your case.)    I can't look at the offer at the TRP website since I don't have an account there, so it tries to make me log in. 

If so, it becomes more difficult, because it's not really been "paid" until you go through the payment section, although in your case it "should" apply the discount if using the special portal.  So I have to think out loud about what I would do in that situation.

First see what it is charging for you, if anything.

With your return open (using the TRP portal into TurboTax), go to the left menu column, click on TAX TOOLS, then TOOLS.

In the Tools window choose MY FEES.

What is shown there?  Does it reflect a full TRP discount?

After doing that, here's something else you could try.

You could try the usual "Pay in advance to print" method and see if it's going to charge you.  i.e., you could try printing and see if it's going to charge you.  It should show you an Order Summary before paying.  If the order summary is not correct (doesn't reflect your TRP discount), you can abort.  Do not enter a credit/debit card to pay.  Also, do NOT choose the option to "Pay later" out of the Federal refund.  If it looks like it's going to charge you, I've left info below on how to reach TurboTax Support.

Here's how it's normally done:

• With your return open, go to the left menu column and click on TAX TOOLS, then PRINT CENTER.

• Then choose "Print/save/preview this year's return."
• On the next screen choose to "Pay now".
• The next screen should be an Order Summary.  Review that, and if all is OK (i.e., if it shows that you are not being charged due to your TRP offer,) then click Continue.
• If it asks you to enter a credit/debit card, don't.  You can abort.
• EDIT:  3/09/21 2:50 PM Pacific
  Also, do NOT choose the "pay later" option to pay any fees out of your Federal refund.

As I mentioned previously, you can preview the Form 1040 and Schedules 1-3 at any time for free.  Here's how:

• With your return open, go the left menu column and click on TAX TOOLS, then TOOLS.
• In the Tools window, choose View Tax Summary.
• At the Tax Summary screen go to the left menu column and click on View 1040.
• That opens up the 1040 Worksheet displaying your Form 1040 and Schedules 1-3, and also has some small in-line worksheets.

In the interest of time, I'll tell you how to phone TurboTax Support, should you need more assistance with your issue to see how you could "pay in advance" when there is supposed to be no charge.

Hours are 5AM-9PM Pacific (8AM-12 Midnight Eastern) 7 days/week.

You can use this contact form to get a phone number:
https://support.turbotax.intuit.com/contact