@ Qtracker wrote:
How do I get a refund on TurboTax deluxe?
Back ground - I was going to file my tax but it told me to upgrade to Turbotax deluxe to continue. I had no other choice and I don't see any difference.
Are you using Online TurboTax? What product did you start out in? Did you start out in Free Edition and had to upgrade to Deluxe?
What was it asking you to upgrade to be able to do? There are several things that Free Edition cannot handle. For example, does your return have any of the Schedules 1-3? If you needed any of those Schedules 1-3, then you cannot use the regular Free Edition.
FAQ: Why do I have to upgrade from Free Edition?
https://ttlc.intuit.com/community/upgrading/help/why-do-i-have-to-upgrade-from-free-edition/00/26379
So you already paid and filed? It would have been good to ask here in the forum when you saw it was upgrading you and before you paid. Then we might have been able to steer you to a different product. TurboTax has another free product (TurboTax IRS Free File Program) that can handle all the usual Federal forms and schedules; it's even more powerful than Deluxe. But you would have had to meet one of the qualifications to use it.
- Your 2020 AGI is $39,000 or less (if filing jointly MFJ, this figure is for the AGI of both spouses combined.) ; or
- You qualify for the Earned Income Tax Credit (EITC); or
- In 2020, you served as active duty military (including Reservists and National Guard) with a maximum AGI of $72,000, and you have a military-issued W-2.
If you think you ended up in the wrong product, or if you met one of those qualifications above, you could talk to TurboTax Support, plead your case, and tell them you would have qualified (if so) had you known. I don't know what they will say.
Hours are 5AM-9PM Pacific (8AM-12 Midnight Eastern) 7 days/week.
FAQ: What is the TurboTax phone number?
https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632
Or you can use this contact form to get a phone number.
https://support.turbotax.intuit.com/contact
